ADM

Anoncry66

forget trading the actual crop futures — weather headlines will chop you to pieces. the real money flow goes into global ag-traders that handle the supply shock logistics (BG/ADM) and fertilizer producers (NTR/MOS) benefiting from farmers trying to maximize yield amidst droughts. broad ETFs like DBA or MOO capture the whole macro wave much safer.

Anoncry66

trading crop futures directly during El Niño is a trap for retail due to extreme volatility and roll costs. shifting exposure to major ag-traders (BG, ADM), fertilizer plays (NTR, CF), or ag-broad ETFs gives you direct leverage to soaring soft commodity prices without the headache of managing futures contracts

Apple2o

ADM been rising, for soy beans to replace all beef

bong_fu_tzu

Computers are not real. Buy ADM cause the bugmeal protein bars that your children and grandchildren will live on are real

dabudda

its best to start with volatile stocks that you believe in the long term. it could be NVDA, ADM, TESLA, XOM, NEM I think my first option was google and then 2nd was intel. and I'd not focus too much on strategy, it will come later after you're sure about the direction you're going. find one stock and buy 100 shares and start selling short duration calls for couple of weeks. you'll learn more buy watching and doing than reading comments. (you'll learn from comments but its like learning to swim by reading instructions. but once you know how to swim, come back to text and you can learn how to do it better)

Khelthuzaad

Wouldn't it be easier to just buy ADM???

Obviouswy

You can also short manufacturers of large animal feed like ADM. I say this as a degenerate that also owns horses (because I like losing money so much). Cattle and horses still have to eat even if the price of grain goes up.

JohnWCreasy1

* Now ADM is taking dextrose from the corn and turning it into an amino acid called lysine. It's all very scientific, but if you're a stockholder, all that matters is corn goes in one end and profit comes out the other.* Can't think of corn without thinking of The Informant!

Spy300

ADM. BRAD COOPER CALLED FOR RENEWED STRIKES ON IRAN'S GAS, OIL AND ELECTRICITY INFRASTRUCTURE - ISRAEL'S CHANNEL 13 >u/Spy300 10 points 15 days ago >Here's the plan >- Do a fake ceasefire during Fed week >- Drive oil down 10% >- Fed holds rates >- Blow up Kharg Island >- Send WTI to 150 >- Task forces redefine inflation >- Emergency rate cuts >This is how you devalue your debt via **financial repression** LIKE A BOSS

Spy300

ADM. BRAD COOPER CALLED FOR RENEWED STRIKES ON IRAN'S GAS, OIL AND ELECTRICITY INFRASTRUCTURE - ISRAEL'S CHANNEL 13 >u/Spy300 15 points 2 months ago > - Do a few weeks of a fake ceasefire / peace talks > - Get the puppet fed chair confirmed > - Blow up kharg island / Invade / Start Iranian revolution **<-- (You Are Here)** > - Send WTI to 150 > - Puppet fed chair cuts to 1% >✅️ This is how you devalue your debt via **financial repression**. [[1]](https://www.reddit.com/r/wallstreetbets/comments/1sxes3c/what_are_your_moves_tomorrow_april_28_2026/oimpwpg/) I am the *Oracle*.

somecleverphrase

peanut oil > crude oil for deep frying turkey. calls on ADM and JBSS

j_b_1983

Next week is going to play out exactly like this past week. Huge drop Sunday into Monday. But huge rebound after ADM and Sandisk earnings.

NoMorning5015

ADM hit an all time high today

AwkwardObjective5360

ADM, similar story

Thin_Cat8817

Bought ADM at the beginning of 2025 because a video from Sven Carlin led me to look into it more - just sold this spring for a nice gain. I think it can be a good tool for discovering names, but i would not just buy off a recommendation. Should be a starting point for doing your own DD and making a decision

cultoftheclave

munroney sticker only - no ADM (additional dealer markup) was $78500 give or take a couple hundred. Went through a broker, which took 3500 off of that but then added 750 back in for brokers fee. A bunch of lease cash incentives through HMG that strangely applied to Kia, but not as extensively to the Hyundai equivalent (Ioniq 9), meant zero down at signing, no trade-in, and a residual of something really stupid like 52k or so. I forget what the least points were but they were equivalent to about 4.6% on a purchase. Drove off with a $651/mo payment for 24 months / 10k miles a year (it's a third car, but miles are cheap to buy if we really need to).

steady_compounder

If you are buying them as a diversification move, I would be careful because ADM and BG are still pretty tied to the same grain and processing cycle. If I had to split them, ADM looks more like the steadier operator and BG looks more like the integration bet. So the real choice is probably stability vs execution upside, not just which ticker is cheaper.

hollow_bridge

Neither looks good to me. BG has too high debt especially with that dividend. ADM seems over bought, but definitely the better option, and it seems like their history shows capability to profit from supply disruptions.

Bot_btc_at300

Your read is probably right. The Broadcom earnings story was the surface narrative but this is the deeper rot underneath it. When Kraft, McDonald’s, and Whirlpool all use the same language in the same week, that’s not coincidence — that’s a synchronized signal from three completely different consumer sectors all saying the same thing: the American consumer is tapped out. Kraft is staples, McDonald’s is the cheapest restaurant option that exists, Whirlpool is big-ticket household. When McDonald’s is struggling, you’re not in a soft landing anymore. The Iran war connection is the part your system should flag. Whirlpool explicitly naming the Iran war as a sentiment killer ties directly back to your geopolitical thesis. Elevated oil prices from the ongoing conflict are functioning like a hidden tax on every American household — they’re spending more on gas and energy, leaving less for everything else. That’s deflationary for consumer discretionary and inflationary for energy simultaneously. What this means for your portfolio specifically: BYND and ADM are exposed here. If consumers are cutting spending, alt-protein premium products get cut first. BYND was already on life support thesis-wise. This doesn’t kill ADM but it’s worth noting. Your water, defense, and AI positions are largely insulated from consumer spending cycles. GRAB and SE are Southeast Asian consumers, not American — different dynamic entirely. The Iran thesis just got stronger. Consumer pain from elevated oil = NE and CIBR continue to benefit.

christophbeatty

That was gonna be my next post. ADM is a good bet on that, not many brands that make protein powder are publicly traded

G00bernaculum

Decatur ADM CALLS IT IS

Fwhometeam

Thanks for the intel. I’ll look into ADM 👍🏼

outsidetheeggshell

I have some opal. I think it's undervalued. I also hold ADM. They should benefit from more Ethanol being put into gasoline, however I think their price has already caught up with this. They are a strong stable diverse company. Nice 2.5% dividend as well.

creemeeseason

Back into ADM calls this morning. Corn/wheat crops are terrible, drought is prevalent in the grain belt, and fertilizer was so expensive that farmers had to cut back. Probably bad for consumer food prices, but a perfect situation for ADM. Also, years of low crop prices have driven a lot of farms to bankruptcy. Actually, the fact that my port is doing well today is probably bad for consumers generally.

Spiritual_Bat7343

the issue with calling these names similar is they actually trade on completely different drivers despite the value label. ELV is managed care getting whipsawed by MA reimbursement updates. MCK is wholesale pharma sensitive to GLP1 distribution. ADM is ag commodities tracking crop reports. SEB is specialty staples plus ag with idiosyncratic margin compression. they end up in the same broad bucket because of P/E or yield but the catalysts driving each are unrelated. the dispersion you are seeing is mostly idiosyncratic news flow on each name not a unified factor signal. its actually pretty common in the back half of an earnings cycle when individual reports start landing and the macro tape is sleepy.

TheFinancialScope

There’s definitely some ‘risk‑on’ behavior lately, but what you’re describing looks more like factor dispersion than a simple shift in sentiment. Over the past few weeks you’ve had: • pockets of strength in quality/value names (ELV, WCC, ADM) • weakness in other names that sit in the same broad buckets (MCK, SEB) • very uneven reactions to earnings across similar companies • rotations happening *within* sectors rather than between them That usually happens when the market is repricing company‑specific fundamentals rather than trading a macro theme. In other words: it’s not ‘tech up / value up / risk on’, it’s a period where idiosyncratic factors matter more than the style box they belong to. I’ve been seeing the same thing across several screens: dispersion is high even among stocks that normally move together.

NoMorning5015

ive been loving the fact ive been in my old man stock ADM since last April.

Thin_Cat8817

Not gonna lie, accounting issues in actually good companies is often a fantastic buying opportunity. I made a bunch buying ADM after their accounting issues a year or 2 ago and just sold recently 

HungryHashMastr

I can’t wait to buy ADM Puts on Monday

wllc

Hi fellow regard, I think you entered ADM instead of AMD, glad it’s working out for you

Regardedplays24

ADM June 16 95 calls Your welcome

Opening_Use_961

ADM whats ur problem now

Regardedplays24

ADM gunna double by june

pequenoRosa

Call ADM, Cargill, Trafigura or Marex

creemeeseason

Never heard of DBA, must have been someone else. ADM isn't quite a pure play on grain, but the best proxy for trading I can find. ANDE another good one, bit not as liquid.

drew-gen-x

$ADM is interesting and a good pure grain play. Were you the one that bought $DBA? I am looking at that ETF as well.

creemeeseason

I believe MOS has some other issues right now. The chart is mediocre. NTR had a nice uptrend on place before the war, so I like it a bit more. CF is the most impacted, but IV has gone crazy as people figured it out, so I've been using NTR as a decent proxy. It's only a few days max, since I only went out 3 weeks. Still have June calls on ADM as well.

creemeeseason

Sold the last of my April Hormuz hedges (BP), getting closer to expiration and downside risk is rising there. Still have May LYB calls, which I think is cheap regardless of the strait status. Might grab June ADM or LNG if they sell off some.

Mecha-Dave

I look at the memes here and then decide if they are regarded or not after googling the company. I'll "yolo" on penny stocks with the change left over from bigger transactions. $RKLB, $TDY, $ADM, $SOC, and well timed $TSLQ are ones that did well for me. Also $SLV with good timing and $IAU. Recently $WMT, $CVX, and $CSTC

creemeeseason

Possibly, they did well on 2022. Probably not the best play though. I've been using ADM and ANDE as more direct beneficiaries of agriculture prices.

Emotional-Donut-7731

I throw in the towel with my 3Oil last friday, it'll probably go higher but my nerves couldnt take it and i double my money. I have ported it into: Mosaic $MOS - betting fertilizer will go up Nutrien $NTR - betting fertilizer will go up Archer-Daniels-Midland $ADM - Betting food will go up Star Bulk Carries $SBLK - because it sounds like a space ship

creemeeseason

I mean, my strategy isn't to go nuts. When the war broke out I sold some lower conviction names, trimmed a massive position, and bought calls on BP, CF, and ADM....and waited. Just raising cash. Sold those calls the first week, rebought BP, CF, and LYB last Monday when Trump tried to TACO. Used some of the cash to buy a lot of ELE last week. That said, I was already long energy to a degree. I've been positioned for higher inflation for longer for awhile now. Never panic.

Careful_Response4694

ADM leaps are gonna print for me after all.

MagicJuggler

I've been eyeing ADM closely.

creemeeseason

I agree on both. Retail flooded oil at the outset and is just now learning about fertilizer, chemicals, and ultimately food shortages. (CF, LYB, ADM respectfully).

creemeeseason

Interesting to note the divergence between oil (down) and proxies for the strait being closed (CF, LYB, ADM). The market is buying fertilizer and chemicals and dismissing oil. It seems like one of these must be wrong.

FinnishPlankton

I have 10k in Dec 600C. Considering adding ADM calls aswell

Careful_Response4694

Does anyone understand ADM and if they benefit or get hit by commodity shocks?

Careful_Response4694

Yeah, ADM is a huge enterprise that was running for years on very thin margins. Biggest producer of plant oils in the USA.

Careful_Response4694

I bought SM and ADM, SM was based on DD from another person here, ADM was my own DD. What do you mean by gas? Like futures? BNO will moon due to shortage and USO could dump due to export controls.

Careful_Response4694

I am 25% port in $ADM for this one.

Careful_Response4694

The war ends early case seems a little unrealistic here. More likely it stays around 80-99 to replenish reserves and kill excess demand from infrastructure under repair. Also what do you think about ethanol producers like ADM, OP? I wanna get your opinion.

creemeeseason

Nice call on wheat futures. I opened calls on ADM when I opened my fertilizer plays, though on a slightly longer timeframe. I'm so tentative to add anything here, but always looking for asymetric plays.

Careful_Response4694

ADM

selesnyaTroll

I would recommend looking into ADM's accounting scandals if you haven't. That company's management has been sketchy AF in the past.

drew-gen-x

$IPI was the other stock I almost went half/half with. I was looking $ADM but that keeps running too. I might buy $WEAT but that just wheat futures ETF and you trade that. It wouldn't be a potential buy & hold like $ADM where you could hold for an extended period of time if the trade went against you. I'm checking out $VG now thanks

Careful_Response4694

Ethanol companies have basically 0 wartime premium yet. ADM biggest producer of fuel ethanol in the USA is only up 5% since the war started.

AntoniaFauci

> Second order effects...higher crop prices. Something like ADM would be a decent play there (also long calls for me). Makes me wonder what the read through is for Ag equipment like DE. Higher, because farmers will see windfalls from parabolic commodities revenue? Or lower, because their input costs for fuel and fertilizer are spiking?

creemeeseason

I've mentioned a few times on here, plus have calls on NTR... fertilizer. There's no reserves to tap and huge chunks of world supply are at stake. Second order effects...higher crop prices. Something like ADM would be a decent play there (also long calls for me). Natural gas also seems like an obvious play because there's no reserve stockpiles...but I'm not daring enough to work that trade. Petroleum derivatives like PVC are also at risk. WLK is the first name that comes to mind. Also, I believe titanium has some connection to oil production, but I'm working on that still.

creemeeseason

I've done a little hedging. I bought some OTM calls for April on XOM. If oil goes nuts....gravy. If not... I'm out a few bucks. I also mentioned last week that I bought some calls NTR and ADM. Both have been doing well regardless and will benefit from the closure. Same deal, I might make money regardless, but won't lose a ton, and stand to do well. It's also pretty apparent from futures pricing last week the market was not pricing in higher oil for longer. Summer and fall contracts barely moved. Of course, now the Treasury is saying they're going to short futures to artificially suppress the price...which works til it doesn't. So you can make some asymmetric bets. I don't think it's an either or with a MSFT. Very different play. If you buy MSFT, I'd assume you're buying and holding. In comparison, anything with commodities has a shelf life. Also, if oil goes nuts, MSFT is not going to work in the same timeframe. So it's nice to have a little insurance.

creemeeseason

Interesting to note that while oil prices are falling, other niches effected by the war are holding up well. CF and LYB are flat. ADM is up. Solar is having a great day. Second/third order effects are doing well.

Be-ur-best-self

ADM, it had a run and now pulling back. The company is a food processor and makes frozen meal. Great safe dividend.

creemeeseason

Thinking of closing out my trucking calls. Supply/demand is still awesome, but high diesel prices are going to moot earnings. Also considering ADM calls since higher food prices are on the table after fertilizer spikes. Surprised XOM has barely moved this week, that looks interesting too....

migs647

That was if you could get one. I spent 6 months trying to get a 2018, best I could find was $72k back then which was a $10k ADM. Noped out of that.

Think-Woodpecker6340

Do you think I should keep the QCOM and ARM puts? I'm going to sell when Europe opens, but I'd like to avoid losing those extra few percent like I did on ADM...

EColli93

Ugh this happened to me with ADM Archer Daniels Midland. Brutal.

reallypeacedoff

Since it’s Porsche, there’s probably an ADM too.

RichNarration

Sugar futures are already priced in but maybe look at $ADM or other food processors, they usually pass costs down the chain and maintain margins

No-Phrase-4692

Farmers will, as usual, be assfucked. Cargill, ADM, Tyson, etc. will reap any profits that the administration doesn’t keep for themselves.

ResolutionAny8159

Costco/Walmart brands eating into market share I believe. ADM has been doing alright I think

Standard-Top-5942

Don't know how you guys do it. I have a 5k fun money account and looking back on this year, I've literally never made a good decision. Went short in May when the market started ignoring tariffs, almost bought PLTR in Jan, went UNH when Berkshire announced, and then a week ago switched fron UNH to ADM.

Feudal_Overlord

Nvidia will probably lose a lot of its marketshare in the future. ADM is growing and now Qualcomm making chips. And theres the china risk which could at any moment show up with cheaper ai chips.. I would not bet on nvidia at this point. The current valuation expects nvidia FCF to 20x in the next 10 year or something like that.

Demogorgonaut

Was buying WM, PM and ADM during bull season. Laughing all the way to the bank now!

2Hosslovescash

You know it’s over when CNBC is pushing ADM and HRL. Boomer bullshit stocks.

cryptohorn

I got done durrrrty today. I had puts on ADM and it dumped 9% on earnings but recovered by open.

cryptohorn

I lost money on ADM puts. They lowered their guidance but it only went down 1% 😂

cryptohorn

I think my ADM (Archer Daniels Midland)\_ puts are gonna print. They lowered guidance. They make high fructose corn syrup.

Successful_Car1670

You nailed the pump. ADM biofuels

Successful_Car1670

All you regards pumping ADM a month ago…

HumidMind

The soybean growers will love winning back half their market... Short farmland, long ADM and land speculators.

Sufficient-Aide6805

ADM is a dog

AlyoshaKaramazov_

Based on the news of China agreeing to buy 12M metric tons of US soybeans this year (per Bloomberg) $ADM (Archer-Daniels-Midland)

Acceptable-Metal1436

ADM calls, feel like this stock got missed with the upcoming soybean deal with China.

Snowbrawler

Buy ADM instead then

Jewbearmatt

Thanks to whoever said $ADM the other day…

Emergency_Custard854

did you buy puts $ADM? cuz it's ripping today

Emergency_Custard854

no but it includes substantial amount of soybeans. $ADM

Emergency_Custard854

my diamond hands on $ADM will pay off today

Emergency_Custard854

$ADM gonna rip today. My diamond hands paying off

spookc46

Instead of fake meat, invest in real beef production. More steak for everyone! * **Stocks:** Examples include major beef packers and food processors like Tyson Foods (TSN), or agricultural giants like Archer-Daniels-Midland (ADM), which produces animal feed. Some regional beef producers may also trade publicly, such as BEEF (IDX:BEEF). * **ETFs (Exchange-Traded Funds):** You can invest in ETFs that track agricultural commodities, including livestock. The Invesco DB Agriculture Fund (DBA) is one such option.

kaapooj

anyone playing ADM?

Consistent_Cream3490

Some say it could rise to half the price of ADM.

IWantoBeliev

Fid 500 index, All vanguard funds with *ADM prbly means they're admiral shares which cost a little bit less in fees

No-DD-Just-Vibes

# WSB mf'ers on August 8, 2026, when ADM surpasses NVDA and becomes the first $5 trillion stock https://preview.redd.it/5kudbzvs4kvf1.jpeg?width=888&format=pjpg&auto=webp&s=c70add9e69155921de3214a95de2fb268d762887

Actual_Stranger_1766

ADM and BG confirmed

Spins13

Why you playing trash like ADM ?

OnlyTheStrong2K19

I think you got the tickers mixed up. I believe you were meant to invest in AMD stock not ADM stock.

vyts18

ADM 🚀

LoosePussyLucy

Tries to buy ADM for sure shot growth blue chip soybean play ended up buy some scam sht named AMD god knows…

SchwiftySchwifferson

I didn’t even get a chance to close out of my ADM puts yesterday. Now all yall jackwagons are jacking up the call premiums. SMH