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348
General
Mickey082024
·
2025-07-14

Beyond Bitcoin: Ripple Effects on Ethereum and Crypto Equities

$Coinbase Global, Inc.(COIN)$ $Robinhood(HOOD)$ Bitcoin’s explosive rally past $120,000 has dominated headlines and boardroom discussions alike, as corporate America warms up to an asset it once dismissed as speculative. But behind the fanfare over Bitcoin’s mainstreaming, a quieter yet equally important story is unfolding: the second-order effects this institutional buying spree is having on other corners of the cryptocurrency universe — namely Ethereum and crypto equities. As CFOs and portfolio managers contemplate how to ride the Bitcoin wave without overpaying at today’s dizzying prices, many are turning their gaze to alternative crypto assets and blockchain-linked stocks. Are these sectors the next b
Beyond Bitcoin: Ripple Effects on Ethereum and Crypto Equities
TOPJimmyHua: Bitcoin’s run past $120K is stealing the spotlight, but the real story is how it’s pulling Ethereum and crypto stocks along for the ride.
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fibance
·
2025-07-14

NIO’s Battery Swap Station = Virtual Power Plant

$NIO Inc.(NIO)$   There has been extensive discussions about the pros and cons of battery swap versus fast charging over the years. Some say battery swap will be less appealing when fast charging is fast enough. Others say that the battery swap business model doesn't work. In my opinion, if you zoom out and look at the big picture, battery swap station network is of strategic importance for any country especially in the new energy era and is here to stay. And the reason is battery swap stations act as Virtual Power Plants. What is Virtual Power Plant? Simply put, a Virtual Power Plant (VPP) is a network of decentralised, distributed energy resources. As more and more electricity is produced via solar, wind and other renewable m
NIO’s Battery Swap Station = Virtual Power Plant
TOPPorter Harry: Thanks for sharing! But I think the biggest challenge for NIO is the source of capex and the sustainability of its profit.
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491
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Xaddy_Analyst
·
2025-07-14

Crypto Week Is Here!🚀 Bitcoin 120K Just the Beginning?

Bitcoin has stormed past $119,000, shattering records and igniting excitement as Crypto Week kicks off from July 14–18, 2025. This historic surge, driven by institutional muscle and regulatory anticipation, has the crypto world asking: is $120,000 the launchpad to new heights, or are we teetering on the edge of a correction? With three game-changing bills on the table in the U.S. House, the stakes couldn’t be higher. Let’s unpack the chaos, the opportunities, and how you can play this wild ride. The Legislative Lineup: Crypto’s Big Moment Crypto Week isn’t just hype—it’s a defining chapter for the U.S. crypto landscape. Three bills are up for a vote, each poised to redraw the rules of the game: GENIUS Act: Already greenlit by the Senate, this bill demands stablecoin issuers back every coin
Crypto Week Is Here!🚀 Bitcoin 120K Just the Beginning?
TOPMaria_yy: With all that legislation brewing, it feels like we could explode past $135,000 or crash hard.
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Mickey082024
·
2025-07-14

Plug Power Inc: Hype vs. Hard Truths

$Plug Power(PLUG)$ The story of Plug Power Inc. (NASDAQ: PLUG) has long been a case study in the volatile intersection of hope and harsh economic reality. As a pioneer in hydrogen fuel cell technology, Plug Power has positioned itself as a future cornerstone of clean energy infrastructure. Over the years, the company has repeatedly captured investor imagination with ambitious projections, strategic partnerships, and bold visions of a hydrogen-powered economy. Yet despite all this, the stock has been one of the most disappointing performers in the clean energy space over the past several years, with shares collapsing more than 80% from their highs. In June 2025, Plug Power unexpectedly popped — surging nearly 70% off its lows — after announcing a n
Plug Power Inc: Hype vs. Hard Truths
TOPEnid Bertha: Extended major partnership with customer Uline for hydrogen supply and fuel cell systems through 2030. This was a very positive development for Plugs future.
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Barcode
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2025-07-14
$Amazon.com(AMZN)$ $CME Bitcoin - main 2507(BTCmain)$ $NVIDIA(NVDA)$ 🚀📊From Books to Blocks: Bitcoin Topples Amazon as the 5th Largest Asset on Earth🔥🪙🌍 The old guard’s shaking, Bitcoin just flipped Amazon! While equities sag under macro pressure, BTC surged to a fresh all-time high of $122,600 this morning, up 2.7% on Bitstamp. It’s now officially the 5th largest individual asset by market cap, clocking in at $2.396T, edging past Amazon, and ranked 16th across all global assets, from fiat to fossil fuels 🫡. S&P 500 Futures -0.4% 🔴 NASDAQ 100 Futures -0.4% 🔴 Euro Stoxx 50 Futures -0.6% 🔴 Bitcoin’s rise is playing out against a backdrop of escalating geop
$Amazon.com(AMZN)$ $CME Bitcoin - main 2507(BTCmain)$ $NVIDIA(NVDA)$ 🚀📊From Books to Blocks: Bitcoin Topples Amazon as the 5th Largest Asset on Ear...
TOPVenus Reade: Big names like oracle, workday, salesforce so very bullish on Amazon. My personal target for amazon this year is near 300
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918
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Barcode
·
2025-07-14
$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Amazon.com(AMZN)$ 🎯📈🔥 Volatility Vouchers and the Vanguard of Bitcoin My Week of Winners Warnings and Wildcards 🎯📈🔥 🙏🌟🤩 Big thanks to Tiger Stars for this week’s reward, a $25 voucher that keeps me chart-charged and forward. I trade for insight, not for applause, but recognition like this deserves a grateful pause. To my followers who read, engage, and elevate, you’re the current behind every setup I curate. 🍾 And congrats to the others whose names lit the stage, your quiet consistency commands the page. Now eyes on the week where volatility brews, with macro and earnings all lighting the fuse. CPI lands Tuesday, expected at f

Weekly Top Contributor (7 - 13 July): Congrats to these Tigers on winning $225 vouchers in total!

@TigerStars
🌟 Welcome to our "Top Contributor" Awards Program! 🌟Congratulations to the outstanding contributors who made last week unforgettable! You are the heartbeat of our community, and your dedication shines bright.From 7 - 13 JulyWeekly Top Contributor ($25 stock voucher):@Barcode @Optionspuppy @orsiri Weekly Top Contributor ($15 stock voucher): @koolgal @DoTrading @細峯 @Mickey082024
Weekly Top Contributor (7 - 13 July): Congrats to these Tigers on winning $225 vouchers in total!
$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Amazon.com(AMZN)$ 🎯📈🔥 Volatility Vouchers and the Vanguard of Bitcoin My Week of Winners Warnings and Wildcard...
TOPQueengirlypops: 🫡🌟🙌 Congrats on the voucher bc, Total 🫡 Earnings szn + CPI + BTC world tour? Yeah this week’s not gonna be boring. Loved how you tied it all together fr.
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jethro
·
2025-07-14
Outlook for ASML and TSMC Amid Trump's Tariff Hike (30-35%) The semiconductor industry faces a complex landscape shaped by surging AI demand and escalating trade tensions. Here's the outlook for ASML and TSMC: 1. Strong Earnings Driven by AI Boom TSMC reported record Q2 2025 revenue of NT$933.8 billion ($31.9B), up 38.6% YoY, fueled by AI chip demand from clients like Nvidia and Apple . ASML saw a rebound in Q4 2024 earnings (€3.94B orders), though Q1 2025 orders missed estimates due to tariff uncertainty . 2. Tariff Impacts and Industry Risks Trump's 30-35% tariffs on semiconductors (expanding from earlier 25% proposals) aim to reshore manufacturing but face pushback: - Supply chain disruptions: Auto giants (Tesla, GM) and tech firms oppose higher costs . - Retaliation risks: China and AS
Outlook for ASML and TSMC Amid Trump's Tariff Hike (30-35%) The semiconductor industry faces a complex landscape shaped by surging AI demand and es...
TOPJimmyHua: ASML and TSMC benefit from AI growth but face risks from tariffs. Their strong tech and global moves help them navigate uncertainty.
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Mickey082024
·
2025-07-14

CPI Hits Record Lows, Tariffs Hit Reality: Which Will Markets Wake Up To?

$S&P 500(.SPX)$ $Invesco QQQ(QQQ)$ The latest U.S. inflation data delivered a headline that, at least on the surface, seemed tailor-made to soothe market jitters: the Consumer Price Index (CPI) for June came in at its lowest year-over-year rate in over three years, marking a milestone in the Federal Reserve’s long battle against inflation. And yet — just as the market exhaled — the geopolitical specter of tariffs returned to the forefront. The administration’s much-debated trade policy is no longer just a political talking point: new tariffs on European and Chinese imports officially take effect this summer, with more sectors expected to feel the pinch before year-end. So which signal should investors
CPI Hits Record Lows, Tariffs Hit Reality: Which Will Markets Wake Up To?
TOPJimmyHua: Inflation cooling feels like a win, but the new tariffs throw a wrench in the works. Markets are caught between hope and risk right now—stay sharp.
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1.34K
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Barcode
·
2025-07-14
$BIT Mining(BTCM)$ $SharpLink Gaming(SBET)$ $Canaan Inc.(CAN)$ 🟠🚀🌕BITCOIN $123K BREAKOUT: FROM GRAVEYARD WHISPERS TO GLOBAL DOMINANCE🌕🚀🟠 They said it was dead at $30K 💀🪦 They mocked it at $17K 🤡 But Bitcoin doesn’t ask for permission. It rewrites the rules! 📈 BTC just exploded through $123,000 for the first time in history, tagging a new high at $123,218 with a 24h gain of +4.34%. The 15m chart shows textbook strength, with clean trend structure, tight higher lows, and active support at the 7MA. Volumes are building steadily, with no signs of parabolic exhaustion! 🔭 The weekly view makes it clear this isn’t a local spike. BTC has broken above a 3-year harmonic arc
$BIT Mining(BTCM)$ $SharpLink Gaming(SBET)$ $Canaan Inc.(CAN)$ 🟠🚀🌕BITCOIN $123K BREAKOUT: FROM GRAVEYARD WHISPERS TO GLOBAL DOMINANCE🌕🚀🟠 They said ...
TOPMortimer Arthur: Do not sell your shares!!!!! It would go over $10 soon
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658
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Barcode
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2025-07-14
$Strategy(MSTR)$ $CME Bitcoin - main 2507(BTCmain)$ $Amazon.com(AMZN)$ 🚀🔥💰 BITCOIN BLITZ: POLICY SHOCKS, PRICE SURGES & $30B PROFITS 💰🔥🚀 Washington’s calling it “Crypto Week,” but from where I’m sitting, it’s Bitcoin’s coronation. While US lawmakers scramble to define digital asset policy, Bitcoin is writing its own legislation, on the chart. This week, three heavyweight crypto bills hit the Hill: • Genius Act ~ targeted stablecoin regulation • Digital Asset Market Structure Bill ~ long-awaited clarity • Anti-CBDC Surveillance State Act ~ political firestarter Each one could reshape the rules of decentralised value transfer. But here’s the
$Strategy(MSTR)$ $CME Bitcoin - main 2507(BTCmain)$ $Amazon.com(AMZN)$ 🚀🔥💰 BITCOIN BLITZ: POLICY SHOCKS, PRICE SURGES & $30B PROFITS 💰🔥🚀 Washington...
TOPEnid Bertha: This week is crucial for BTC as pending new legislation is on the table to take out all hurdles for further BTC adoption.
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Xaddy_Analyst
·
2025-07-14

NTT DC REIT’s Shaky Start: Should You Bet on Data Centers?

$NTT DC REIT USD(NTDU.SI)$ Singapore’s NTT DC REIT USD stumbled out of the gate, raising $773 million in the city-state’s largest IPO in four years, only to disappoint with a lackluster debut. Backed by Japanese telecom titan NTT Ltd, this data center real estate investment trust (REIT) boasts six properties across Austria, Singapore, and the United States, valued at $1.6 billion. But with investor enthusiasm lukewarm, the question looms: Are data center REITs still a hot ticket? How does NTT DC stack up against Keppel Data Center, and which REIT type deserves your money? Let’s break it down. Why Data Center REITs Are Worth Watching Data center REITs are riding a wave of explosive demand for digital infrastructure. Cloud computing, artificial i
NTT DC REIT’s Shaky Start: Should You Bet on Data Centers?
TOPJimmyHua: Tough crowd for $NTDU.SI — solid assets, but in this rate environment, even data centers gotta earn their premium.
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Barcode
·
2025-07-14
$Caterpillar(CAT)$ $United Rentals(URI)$ $Meta Platforms, Inc.(META)$ 🚜🔥💰 CATalyst for Outperformance: Why I’m Tracking Caterpillar Into Q3 With Precision 🚜 🛠️ While Wall Street worships silicon, I’m betting on steel. Over the past 5 years, Caterpillar ($CAT) has quietly outperformed 5 of the Magnificent 7, surging +259.7% with a 29.1% CAGR. This isn’t a legacy machinery play anymore. It’s the hidden backbone of the AI revolution, and the market’s only just catching on. 🔧 Fundamentals Rewired: Power, AI, and Strategic Demand Shifts Caterpillar’s repositioning into energy and power resilience is no coincidence. As global grids creak under AI-driven compute demand, C
$Caterpillar(CAT)$ $United Rentals(URI)$ $Meta Platforms, Inc.(META)$ 🚜🔥💰 CATalyst for Outperformance: Why I’m Tracking Caterpillar Into Q3 With Pr...
TOPJimmyHua: Everyone’s chasing chips, but CAT’s quietly building the rails for the AI economy. This isn’t just industrial rotation — it’s a re-rate in disguise. Big money knows it.
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Xaddy_Analyst
·
2025-07-14

June CPI Plunge: Markets Brace for Fed Moves and Tariff Twists

The Consumer Price Index (CPI) is stealing the spotlight with a projected drop to 2.33% for June, according to a median forecast from economists polled by Bloomberg. If this holds, it’ll be the lowest inflation print since January 2019’s 1.97%. A cooling inflation rate this dramatic could shake up the Federal Reserve’s playbook and send ripples through the markets—especially with tariffs lurking in the background. So, will this CPI mark a historic low, and what’s it mean for Fed rate cuts and investor moves? Let’s break it down. CPI Dips Below the Radar: A New Low? At 2.33%, June’s CPI projection signals a sharp retreat from May’s 2.4% and April’s 2.3%. This isn’t just a blip—it’s a potential game-changer. Falling energy prices and softer consumer spending are driving this slowdown, painti
June CPI Plunge: Markets Brace for Fed Moves and Tariff Twists
TOPJimmyHua: Fed might cut soon if CPI stays low — but tariffs could kill the vibe.
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Barcode
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2025-07-14
$Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ $Palantir Technologies Inc.(PLTR)$ 🚨🎙️🧠 META BUILDS THE AI VOICEBOX: The Loudest Bet Yet on Talking Machines 🧠🎙️🚨 Meta just acquired Play AI, the voice startup building hyper-realistic, AI-generated speech. No price was disclosed, but the deal was fast-tracked; the entire team joins Meta next week. I see it as a mission-critical move: Zuck’s building AI agents that speak, interact, and monetise, not just predict words. This isn’t about flashy avatars. It’s about owning the input and the output of intelligence. First they trained the brain (LLaMA). Now they’re giving it a mouth. 🧠 Why this matters Voice is the final unlo
$Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ $Palantir Technologies Inc.(PLTR)$ 🚨🎙️🧠 META BUILDS THE AI VOICEBOX: The Loudest Bet Yet on Talking Mach...
TOPJimmyHua: thanks for sharing
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Tiger_Earnings
·
2025-07-14

🎁Capturing Top 10 Ex_dividend: WSO, BRSL, GHC, PNC, ABBV...

1. Which High Ex-dividend Stock (on 14 July ~ 18 July) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like $Watsco(WSO)$ and $Brightstar Lottery PLC(BRSL)$ showing below are about to give decent dividends into "your pocket".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks
🎁Capturing Top 10 Ex_dividend: WSO, BRSL, GHC, PNC, ABBV...
TOPBarcode: $BrightSpire Capital, Inc.(BRSP)$$Realty Income(O)$ My top pick is BRSP. High yield often reflects inherent risk. BrightSpire’s negative EPS and high payout ratio mean its dividend rests on capital distribution not earnings. Realty Income’s payout ratio is extremely high (over 280%) but its diversified NNN lease model and track record of consistent raises gives me more strategic conviction than BRSP’s punter-style yield. And the market typically adjusts forcibly on ex-dates; I’ll monitor expected drop vs yield to assess if capital loss offsets dividend. 𝒽𝒶𝓅𝓅𝓎 𝓉𝓇𝒶𝒹𝒾𝓃𝑔 𝒶𝒽𝑒𝒶𝒹! 𝒸𝒽𝑒𝑒𝓇𝓈, 𝒷𝒸 🍀🍀🍀
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Barcode
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2025-07-14
$First Majestic Silver(AG)$ $Pan American Silver(PAAS)$ $MAG Silver(MAG)$ 🚨💥⚒️ Silver’s Squeeze Play: Momentum, Macro, and Metal Magic ⚒️💥🚨 Silver has officially reclaimed the $39 handle, its highest level since the first US credit rating downgrade in August 2011. That breakout isn’t just historical; it’s technically explosive. A move through this resistance opens the pathway back toward the 2011 high near $50, yes, the Hunt Brothers ghost is rattling its chains again. The backdrop? Quant CTAs have been steadily adding to long positions. The latest positioning data shows Q-CTA exposure rising in tandem with price action, helping fuel a steady staircase higher rather
$First Majestic Silver(AG)$ $Pan American Silver(PAAS)$ $MAG Silver(MAG)$ 🚨💥⚒️ Silver’s Squeeze Play: Momentum, Macro, and Metal Magic ⚒️💥🚨 Silver ha...
TOPQueengirlypops: That $39 level’s been haunting charts since forever and now it’s gone. Wild seeing seasonals and CTAs actually line up like that. Highkey watching for $MAG to go feral.
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JC888
·
2025-07-14

TSLA is Magnificent 7 weakest link ! Sell ?

It is a strange behaviour that global markets had largely shrugged off Trump’s tariff threats on the week of July 7 - 11. For instance, on Thu, 10 Jul 2025, the S&P 500 & Nasdaq closed at record highs - despite Trump announcing a +50% tariff on Brazil the day before. Similarly, on Fri, 11 Jul 2025, the 35% tariff announced on Canada sent US stocks lower although losses were relatively contained compared to the tariff turmoil of March & April. Investors seemed to interpret the developments more as political posturing than immediate economic threats. With (a) stocks at record highs and (b) trade uncertainty lingering, investors are divided, on whether markets are complacent or there is room to push higher. By the time market closed for the week: DJIA: -0.63% (-279.13 to 44,371.51
TSLA is Magnificent 7 weakest link ! Sell ?
TOPPorter Harry: Insightful sharing! I can’t stand the high volatility of Tesla, so I’ll focus on the companies with high potential for profit growth in this earnings season.[Miser]
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Optionspuppy
·
2025-07-07
$SPDR Portfolio S&P 500 Growth ETF(SPYG)$ I opened $SPDR Portfolio S&P 500 Growth ETF(SPYG)$ ,🇺🇸 Why I’m Buying More SPYG to Dollar Average — Especially After Trump’s “BBB” Push ⸻ 📢 What’s “BBB” by Trump? Trump’s latest rhetoric around “Bring Back Business” (BBB)—his push to cut corporate taxes, ease regulations, and promote American manufacturing—has reignited optimism around pro-growth policies. While it’s political posturing for now, markets are forward-looking. If Trump wins or gains traction, it could lead to lower taxes and higher earnings for big U.S. growth companies, especially those in tech, healthcare, and consumer discretionary—the very sectors SPYG is built on. ⸻ 📈 SPYG = Direct Exposure to Growth in a Business-First Agen
SPYG
07-07 22:00
USSPDR Portfolio S&P 500 Growth ETF
SidePrice | FilledRealized P&L
Buy
Open
95.65
0
--
Closed
SPDR Portfolio S&P 500 Growth ETF
$SPDR Portfolio S&P 500 Growth ETF(SPYG)$ I opened $SPDR Portfolio S&P 500 Growth ETF(SPYG)$ ,🇺🇸 Why I’m Buying More SPYG to Dollar Average — Especi...
TOPDeltaDrift: Amazing analysis. Accumulating SPYG surely a good choice
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koolgal
·
2025-07-12

Investing Like A Sovereign Force - The Temasek Trinity Unlocked

🌟🌟🌟Most portfolios whisper.  My portfolio has done well because tucked inside it lies DBS, SGX and ST Engineering, 3 Singapore Giants lifted straight from Temasek's treasure chest. A Glimpse into Temasek's Origins Temasek was established in 1974 as Singapore's sovereign wealth fund which emerged from a bold idea - To separate state from business and let a commercially minded entity steer the nation's corporate crown jewels.  Temasek took over 35 government linked companies, from airlines to shipyards and started building an empire of strategic conviction.   Temasek wasn't just a holding company.  It has become a generational investor, focusing on long term value creation, global expansion and strategic influence.  Today with a portfolio of SGD 434 billion
Investing Like A Sovereign Force - The Temasek Trinity Unlocked
TOP1PC: Congratulations 🎉👏 @Jes86188 @JC888 @Barcode @Shyon @yourcelesttyy @Shernice軒嬣 2000
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CutieYolkYolk
·
2025-07-09
$ACHR 20250801 9.0 PUT$ Sold a new put on ACHR as it consolidated with the 20 days, and 50 days MA are closing up with no specic directions.  Strike selected is $9 and expire in 1st Aug.  ACHR seems to be ranging and on the low end of the range. Think the risk to reward is worth the trade for now. Margins remaining are tight so keep trade positions small.  Have few other open trades on ACHR staggered on different weeks to spread the risk. 
ACHR PUT
07-09 02:19
US20250801 9.0
SidePrice | FilledRealized P&L
Sell
Open
0.21
1Lot(s)
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Closed
Archer Aviation Inc.
$ACHR 20250801 9.0 PUT$ Sold a new put on ACHR as it consolidated with the 20 days, and 50 days MA are closing up with no specic directions. Strike...
TOPDeltaDrift: Just mind your risk, and manage capital properly
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