Reddit Posts
America First = Advanced Auto Parts, Last
America First = Advanced Auto Parts, Last
Let's tally. What are some stocks that talking heads got very wrong in the past few years? and stocks they will get wrong in near future?
2023-04-12 Wrinkle Brain Plays - In the style of Gordon Ramsay
Dick’s Doubles Dividend as Sales Surge. Why It’s Outpacing Other Retailers.
Nothing beats a good ol double up. Gains from baba calls, Disney calls, AAP puts
$GPC PUTS 2023 Q2? Let’s talk auto parts!
Europe’s Gas Price Is Now Equivalent To $410 Per Barrel Of Oil
Have you ever got excited seeing a your stock go up and realized that the ticker symbol is not the your stock?
Companies Still Facing Inflationary Pressures - let's discuss possible impact during upcoming earnings
Companies Still Facing Inflationary Pressures - possible impact on upcoming earning calls
Inflation possible impact on upcoming earning calls - discussion
The stocks with the most optimistic sentiment within news coverage this week (8/22 - 8/25)
Why I think $MAPS is more than just a weed tech company with an app
AMD: This is why it's down after earnings but will eventually rocket
Mentions
TSN puts. AAP calls
Great explanation of Tom Hayes. I started following him in Fall 2022 and made my first sizeable 401K contributions based on his bullish outlook. It really paid off just index funding it! I don't believe in timing the market but if its down then its a great time to transfer from checking to investing account. I bought CRK at $7.41 based on Tom which has been a wonderful ride. I'm up 76% in INTC, 92% in ALB, 41% in AAP. I missed the bottom of BABA but currently up 26%. I like QXO for a 3+ year hold (currently -13%). I bought more PYPL today. I work in biotech and wouldn't recommend positions for anything in the sector. There is a headwind coming from every direction.
Was really hoping AAP would hold so I could short it at open
as someone who has fought major losses with huge risk, sometimes it's better to just walk away. the real question is; how much capital, and has your fundamental bias and understanding on this single asset changed? I have had this happen over the years with dozens of firms losing massive amount of shareholder wealth... CVS, ENPH, AAP, TSLA, BA, oil, gold, and more than I can count... most anything over a long enough time period has and will experience massive price changes. this is the game we play. honestly, if you just don't know what the firm is worth - it's best to just walk away. when I mean walk away, I mean reallocate that capital to something that can return value to you over time... such as a high quality broad market ETF.
The fuk does AAP even do?
Soooo..what's gonna moon from rate cuts? I'm thinking AAP is one
🚗 Yesterday, the Fed released the Beige Book. Regarding the Overall Economic Activity, it mentions "The auto sector noted flat to slightly higher sales, while **consumer demand increased for parts and services to repair older vehicles."** Potential plays that might directly benefit from this trend: GPC, AZO, ORLY, AAP, DORM, SMP.
yeah, I said that wrong. Doh! This was an old deal that made sense - sort of - back in the day. I thought part of the reason AAP: went up is because they might be spared the massive $20 billion hit to the bottom line, if they don't have to pay. It's not like Goog would stop putting Chrome on iphones if the contract was cancelled. GOOG needs the views/ads.
I fumbled so hard this week. I kept saying all week I was going to get tapestry puts. I did their past two earnings and my puts got blasted. At the last minute I got AAP puts instead but got IV crushed on them. The tapestry puts would have paid phat.
Nice hit today on AAP $61P… anyone doing a play on SNDK?
Just a thought, where do you think most mechanic shops get their parts from? They buy them from companies like AAP, AZO, NAPA, etc and resell them to their customer.
$AAP miss was obvious, their prices before tariffs were already absurd compared to literally anywhere else, im not joking like often 50-100% higher, and with tariffs it will only get worse. People fixing up their cars that are strapped for cash are probably not shopping there. I tried to buy 50/45 put spreads, but they didnt fill, which ended up being a good thing because it didnt fall enough.
I was gonna do the AAP put thing, i mean no one fixes their cars anymore, if they do they are the kind of person who doesn't have money to fix their car with AAP parts so they get them from rockauto, and also Tariffs. But then I though fuck tariffs are so bullish right now....
Looks like there will be time to snag AAP puts
Let my AAP puts print tmrw so I can get a Mcdonald land meal 🙏
DE AAP calls, NICE JD puts
$AAP puts from tariffs, they already have astronomically high prices compared to literally anywhere else you could buy your shit from.
DE AAP NICE JD consensus?
Anyone interested in AAP? Following consumer cyclicals?
Cars too fucking expensive because 🥭, should I buy AAP calls? DD is internet comments only.
people dont have money to buy shit at AAP when its half the price at walmart. puts
People cant afford new cars and are trying to make their shitbox run longer - AAP gonna have a surprise beat and Shrek dong to $72 Source - I made it up and drive a shitbox
A tale in three parts, headlines. # India isn’t flinching: Why Trump might be misreading India’s tariff playbook \--- # ‘Impact would be far more severe’: AAP MP warns of US business boycott in India over Trump tariffs \--- # India’s State-Owned Refiners Halt Russian Oil Imports as US Doubles Tariffs And for that reason, TSLA calls.
Yeah but all of their direct competition is weak af right now. I had this “argument” with someone the other day. They’ve only just sucked up the lost market cap of AAP, DG, TGT, LOW, etc.. if you view it through that lense, the current cap and value makes a lot more sense.
He's still day drinking. Where's the "AAPL AI AAP STOAR"?
Interesting take, you do realize basically all parts from anywhere are about the same, I've spoke with representatives for vendors used in these brick and mortars and guess what there are only so many different ones. AAP is probably worst as far as quality they typically purchase close out WDs like Rock Auto hence price point and random name brands of slower movers. Napa, you are paying more for same quality product, I'd guess your age is 45+ as old heads tend to gravitate towards them as they were first to market and had strongest commercial presence for a long period. This obviously did not age well with with AZO being $3819, ORLY $97 after a 15/1 split ($1455 previous) and AAP in toilet at $58 coming from near $90 last year after losing WorldPac and dumping 700 some odd stores. It's clearly not the time for EV's as they are not dialed in to be successful and many techs do not want to work on them.
I sold the shares due to getting called away with CC but I like DXCM if it goes back to the 50s/60s, Bros around $48/$50, AAP around $48, CPB in the $30s, $KHC around $26.50 and NKE around $58/$60
AAP up 150% from bottom and no one talking about it.
That was me with AAP after I tried to return an item, but was told I needed to pay shipping to send it back. I bought puts, and earnings made it jump 70%....
I'll throw Advance Auto Parts (AAP) in the mix too. More risk, but more upside potential. They're doing some restructuring. I like to keep auto-parts in my portfolio, as they tend to fare recessions well. Instead of buying new, people are more inclined to fix the vehicles they have.
AAP. Based on the average age of vehicle on the road hitting a record high last year and is expired to keep rising. Couple that with the fact that people are getting poorer as repair shops raise rates. It’s a no brainer. Risk is management totally sucks and somehow bankrupt them before our next major recession
Best was Emcor, worst was advanced auto parts. Didn’t put a bunch of money in either but at least I made more from my Emcor than I lost in AAP!
Prices still low, AAP ,RH, AMZN, GTLB are my favs that got crushed Friday in spite of very good earnings and guide
Kmx could have a random +20% day Considering dumb shit like AAP and CVNA who knows
Highly recommend taking a look at Advanced Auto Parts (AAP)
First i think there’s a lot of good value stocks but nobody cares about them. tech/meme shit is out of control though but look at DG, AAP, ELF, etc. sometimes they’ll liftoff. AI theme / Datacenter still runs the market. CNBC is becoming unwatchable because its just about that all day every day. Very similar to 2020-21 but it’s an even stronger bull market because they can ride the AI trend indefinitely or until the world is overcapacity with data-centers. Who knows when that happens but same thing happened in late 90s with telcom/internet buildout and a bunch of companies that were viewed as unstoppable went BK
I bought 500 contracts exp: 6/6 on AAP yesterday when the stock was $47.81. Break even is $50.12. Bullish ☝️
AAP 15 min candles the craziest thing I’ve ever seen
If you’ve ever uttered the phrase “it has to bounce at some point,” take a look at AAP for a lesson
AAP committing war crimes against longstanding
The 30 minute candles on AAP is just disgusting. Just completely red
Wonder why AAP is shitting the bed
AAP absolutely brutal rug pull
Juice Target is $95 on AAP, so I’d be careful swinging puts. Markets keep ripping higher so honestly puts on anything is pretty dangerous rn. https://preview.redd.it/itd0t9xo0f3f1.jpeg?width=1290&format=pjpg&auto=webp&s=43b3aaf7a0751f48f32aa066ea3d4129ceaa3531
Thanks for the info! Curious if you can check AAP for me? Jumped 55% last week on mediocre news so I bought puts expiring this week - I think I might be cooked it seems to be holding its current price.
AAP too. I heard regards went there too.
Oh I watch them but to buy puts and surf the bagholder tears.. Just grabbed some AAP puts, it might run a little more but im ecpecting a drop back to 40 or lower real soon
I bought puts on AAP yesterday after it went +55%.. Next week should be like taking money from a baby
Guys only reason AAP mooned was because they had 18% short interest, were at 2008 levels (tanked earlier this year because they closed 500 stores, but announced April they were opening 100 new ones so guidance was going to be superb) Was sitting at 15 year lows while peers were at all time highs. autozone is not the play... Source: made bank off calls @31, gave it back to MMs with $Deck 
Is autozone gonna be the next AAP
Need the goons to fat finger sell AAP instead of AAPL
KSS could have a violent move higher with the right conditions. AAP yesterday squeezed 55% higher on a mediocre earnings report, but more importantly they reaffirmed annual guidance. AAP had 27% short interest.
if tariffs hit automakers used car prices will moon. feel like that's the only thing propping up CVNA at the moment. applies elsewhere, too. look at AAP yesterday.
If you saw the move in $AAP today and that has a lot less short interest, you can see where KSS has a lot of potential for an explosive move up
$KSS with very high short interest. Way more than AAP
My win for the week is getting ZM calls instead of the "super obvious" AAP puts this wonderful sub suggested. My calls were for June so I'm fine overall but those puts would have killed me
None of you pussys bought AAP calls? Wtf 
AAP shorts got crushed today
Any motherfuckers here bought AAP calls for earnings? Congrats you fucks.
What the fuck is going on with AAP
dont think anyone expected +50% on AAP
whats more retarded? AAP +50% or wolf +100? or quantum stocks +30%. And ppl are talking about a recession? recession DEEZ NUTZ. #ATH
All you had to do was full port AAP calls and you could’ve retired today
I was thinking AAP will hit $49 in a while but it is almost there already! I sold some earlier this morning at $44.5. Should have waited!
I am in a bad way for my AAP short position - should I abandon before I go to zero tomorrow?
Lol, AAP is on an absolute moon mission today. Way undervalued still
put $AAP on top so I can cry about not buying calls for earnings yesterday
Just went full port into AAP for the next 2 months. Seems like a great options play now that Tariffs are quieted down for a while
Calls on AAP? Could short squize to 50.
Free money shorting AAP right now, it's a trash company with shitty leadership that won't be around in 5 years
Bag holding AAP for a while. Sold 1/3rd today to raise some opportunistic cash, but kept two-third because it is going to $49 and beyond, eventually
All the AAP bulls are feeling vindicated.
In the earnings thread someone shook a magic 8 ball and it said to full port AAP calls. So I went all in on june calls. Up 35% premarket 
$ZM didn’t do shit $AAP is going to print
Okay so clearly $AAP was the stock to buy calls on. who tf would have ever known lmao
When I saw the comment below about the guy using a magic 8 ball to full port AAP puts, I went calls. Up 30% premarket 
20% short float on AAP. Jus saying
AAP popping on ER. Finally doing good, which isn't that surprising with AutoZone and O'Reilly's been rocking
Implied move on AAP is high but...I just don't have the conviction
Magic 8 ball said I should full port AAP puts tomorrow
no, this happens occasionally. why would there be a conflict of interest? they both want the valuation to go up example - $AAP appointing third point and saddlepoint seats on the board, which are both heavily invested in $AAP as activist investors
Look at what happened to AAP which was a great dividend paying company. They decided to cut the dividend and it tanked. 2million in HYSA at 4.5% risk free is the way id go. Invest the gains.
PUTS on AAP. They closed all local locations just recently. Probably won’t be reflected in this earnings. Just a clown here but I’m postering a Miss.
I don't know if you can really count ASTS, since they're more of a telecom play than space? But they're partnering with existing telecom companies to provide services (similar to GSAT providing emergency SoS with AAP) and their own D2C model. In theory, their OpEx is potentially lower with higher margins because once the sat is launched, maintenance is less expensive. As for RKLB, they're one of the only pure space plays that you can actually buy. Neutron and launch is only one part of the story, their space systems division is growing rapidly too. People don't really realize launch has low margins, and most of RKLB's revenue is from space systems
AAP down more than NFLX can you believe it?