NET

VisualMod

>U.S. (JUN) TIC NET LONG-TERM TRANSACTIONS INCLUDING SWAPS ACTUAL: 132.00B VS 137.40B PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-08-15 ^16:03:28 ^EDT-0400

VisualMod

>U.S. (JUN) OVERALL NET CAPITAL FLOW ACTUAL: 22.10B VS 182.050B PREVIOUS \>U.S. (JUN) TIC NET LONG-TERM TRANSACTIONS ACTUAL: 121.8B VS 155.3B PREVIOUS \>U.S. (JUN) FOREIGN BUYING, T-BONDS ACTUAL: 58.90B VS 99.90B PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-08-15 ^16:03:25 ^EDT-0400

VisualMod

>U.S. (JUN) TIC NET LONG-TERM TRANSACTIONS ACTUAL: 121.8B VS 155.3B PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-08-15 ^16:02:48 ^EDT-0400

SingularCells

itll get back. at least i dropped my pltr. now its coming back as well rising tide lifts all ships type vibe., biggest bag now is NET

Prior_Industry

Well holding NET from $40 to $215 and back would be a good example.

putsRnotDaWae

>8,000 >600 >1,800 You're quoting peanuts like this when NET 400k-500k jobs are being added each month. Completely delusional.

polychris

I bought NET 100c 1/23 at the end of June. They are 4.5 baggers already.

BlakeClass

QT hasn’t even started yet. The fed is letting a max of 35billion NET MBS run off a mth but something like 70-100billion a mth get refi or the house sells and paid off early naturally. So in that case they HAVE to buy 65 billion a month. So the fed is still buying MBS every month. It won’t be until it goes to 95 billion a month that we feel anything.

ericfromny2

Sorry if you already mentioned this but what is your combined yearly NET pay? And what is the house worth, only owing 80k?

OBS10invest

Best in 2021: Bought Tilray at $8 and sold at $37 Worst in 2020: Bought NET at $19 and sold at $20 (I just started investing)

_hiddenscout

NET is a great company, just too expensive to me. It's hard to put value on companies growing like them but not profitable yet.

sweetmoonpie1997

thanks for letting me know. any suggested entry price for $NET?

bmeisler

Yes, typically said to be 6 months. So the market "knows" the Fed will hike a couple of more times, and has already digested that, but expects them to stop by the end of the year, as inflation is trending strongly downward (0% MoM). Also, the market punished ALL high growth stocks - most were down 80% or so - and while some of them are still overpriced (eg PLTR, LCID), some are generating free cash flow and still growing revenue/customers 50% or more a year (eg NET).

SocialSuicideSquad

Just buy NET calls I think that's how people cope

interrobangbros

Sold all of my Match shares and some of my Bumble shares (dip shares that I snagged at \~$16 earlier this year) and opened new positions in NET and PCOR.

HowtobuyAutism

Lol. Are you suggesting that NET hit 1B of rev? I'm not the boogie-man. If you want an opponent in the market... sure, you can make it me, I don't mind. I'm not on the other side of your trade regardless. Hope you made some money, or at least loss a little less than you had before. Looks like just another 40% to get back to even YTD. Cheering for NET to become the new AWS.

Investinwaffl3s

Hahahaha trash stocks still pumping. ROKU, NET, PTON, RBLX Just buy all the worst shit and it literally won't stop going up AAPL going to a new ATH too. Fucking absolute clown market

quary1993

Yea, I think selling some puts (in the 30-45) is in order for NET. It's a good stock and i'd go in at that price anytime, so maybe make some safe money on the sidelines instead of FOMOing

tasosplgns

Don't buy the fomo, just wait and the market will reward you with a good entry point for $NET

Investinwaffl3s

Why did we pump so hard?? Everything is pointing to another FED rate hike in September, and this morning's CPI print basically confirmed that they are in the clear to continue to raise rates. The Jobs report last week should have also caused a dip, but it got bought up *immediately* just like this morning. This seems like an obvious top-fish play but IDK how retarded this market is and how much it is going to keep pumping. Probably wait a week or two before scaling into puts if we still see retarded shit like ROKU, NET, COIN, SHOP etc pumping 10-20% a day

VisualMod

>NEW ZEALAND (JUN) NET MIGRATION SA (YOY) ACTUAL: -896 VS -828 PREVIOUS \>NEW ZEALAND (JUN) EXTERNAL MIGRATION & VISITORS ACTUAL: 83.50% VS 26.30% PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-08-10 ^18:46:00 ^EDT-0400

Historical-Pattern-

Not buying NVDA calls a couple Friday's ago stung bad. NET too. Was gonna buy BARK leaps. I was gonna put an order in for NVTA at $2.22 yesterday morning, which ended up being the low. Like a miser, underbid leaps I've been eyeing since early June. Stock is up 150% today. As they say: Woulda. Coulda. Shoulda. Fuck fuck fuck... catharsis.

Me-Ook-You-In-Dooker

You a full fucking moron. You deserve any and all hardship you face due to your decisions. You had 350k in the bank, you could have gone to any university and get a degree in whatever the fuck you wanted and look for a high profile well paying job. or You could have just gone along whatever career path you were already thinking about knowing you have a **THREE HUNDRED AND FIFTY THOUSAND DOLLAR SAFETY NET**

willyourather

Maybe there’s a chance in September but dude, we heart NET

RobertLahblaw

I am getting absolutely flamed on my NET puts. Go down you piece of 💩. #😤🤬

modsaregayasfukkk

Surprisingly, my port is up 25% in a week because I'm still holding NET Jan 95C's that went from -97% to -50% lol ...........

FelixP18

They said they’re making changes in the leadership…I believe when those changes are done they might have a chance…to me it looks an interesting gamble! But I agree with you, NET is looking waaay better

FelixP18

Was it ever about financials? Lol…but yeah I’m gonna keep an eye on NET…thanks

Stanley-Stingray

Not with those financials lol. NET is the way better option imo

RobertLahblaw

I am WAY to oversized in my NET put position. I'd recommend some calls to anyone who wants to make some money. Ask u/Always_Late_Lately how well this strategy is working.

Historical-Pattern-

Same bearish setup as end of march and early June… Bulls calling it a handle once again… My guess? Shake out street. Maybe to $390 fill but $385 holds. Good stocks like AAPL won’t see the inside price of their gap fills. ($150) Bad stocks mirroring the W will see the inside price or 50% retracement to the lows. Patterns like NET and AMZN… will they fill? Will GOOG or SHOP break consolidation to join them? $390-$420 August.

godstriker8

>There is a general rule to calculate a fair valuation of a company, which is to multiply the company's revenue by 3x. ??? That's not how this works at all. The metric by which you apply the multiple to, as well as the multiple itself varies WILDLY from industry to industry. Retailers generally use NET INCOME as the metric, not revenue lmao. To claim that there's a single multiple by which to value every company ever is laughable.

Gooner-Squad

Did that last week thinking I bought 8/5 NET calls and selling them after earnings only to look and see 8/12, so I was both smarter and dumber on same trade.

RobertLahblaw

Sold my COIN puts for -10% because earnings tomorrow and I'm still dealing with PTSD from what happend with NET last week. Speaking of NET rather than just take the L and move on I averaged WAY down. So if it could somehow manage a small 5%-8% pullback, I'd REALLY appreciate it.

Historical-Pattern-

[https://imgur.com/a/JrwgCt4](https://imgur.com/a/JrwgCt4) \- IMO it's a baby NET from last week. Calls over puts. I think puts will get iv crushed. Bad earnings? Everything gets crushed but probably hangs at $27. I like the idea of playing it after earnings. $27 to $40. BUTTTT it was once regarded... $70 gap fill?!?!?!

mortgagesblow

percentages dont mean shit brother all about that NET

DFJacob

I don’t talk about NET bc i bought at 40 sold at 45 when it ran to 200

The-Hyrax

NET up 27% last Friday yet nobody talking about NET

shadowpawn

Continue to play $NET

YugePPOnly

$NET was up 27% Friday and not for shitty pump and dump no news reasons. Regard

VisualMod

>SOFTBANK 1Q NET LOSS 3.16T YEN VS. PROFIT 761.51B YEN Y/Y ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2022-08-08 ^02:01:48 ^EDT-0400

XWarriorYZ

Nothin but $NET

IceTurtle4

NET

ElectricalGene6146

$NET is a play on a possible 4th cloud provide with insane growth. $S is a stellar cybersecurity company that has the opportunity to catch up to crowdstrike $ADDYY is selling hot items at an incredibly cheap valuation. $VWAGY is going to surpass Tesla in EV sales while it is currently valued as a fraction of the market cap. The brand diversity allows them to sell to every consumer segment (VW, Skoda, Audi, Porsche, Bentley, Lamborghini, Bugatti & others). $RIVN is the anti-Tesla with down to earth founder, excellent build quality, KILLER vehicles & ~17B in cash to make their mass market dreams a reality $AXON basically has a growing monopoly on public service software, absolutely fantastic execution/growth. $FCX I believe that Copper shortages are the next headline item, mainly due to EVs, this company will benefit. $RDFN has an amazing product that the market is not valuing appropriately given homes sales are not in a permanent lull. $TECL is a high risk triple leveraged ETF, but it only incorporates the best blue chip stocks so if you want to lever into Microsoft and Apple and the like, this is an interesting way to do it. You need to read about the risks of this instrument though because there are a few bug ones.

starlordbg

NET, TSLA, NVDA plus looking to invest more and more into IGT over the next few years.

hooktail23

Just increase my position in NET

Xcavor

My NET calls were overshadowed by my Tesla loses.

interrobangbros

I think Monday I make some rare sells and cut my initially small (and now much, much smaller) positions in FUBO and GRWG. MTCH is on the chopping block and is getting sold if BMBL has a good report on Wednesday. Looking to open new positions in PCOR and NET. May also pick up calls on YOU with the idea of exercising if they have a good earnings on 8/15.

ryanleebmw

Where are your posts/proof you “came into a small fortune shorting the recent dip” lolol. Anyone can say this, proof of positions or ban? There know was you had enough in your account for $1,000,000 NET after taxes and you didn’t screen shot it. Positions or ban.

SlimySack69

What trade was that? I turned 13k into 130k with 0 DTE NET calls

EatThetaForBreakfast

I have a $259k position in NET.

chrisonetime

NET - Cloudflare

surrealskiller

Speaking of selling deep OTM credit spread - I do it rather often and sometimes I'm just lucky. Like yesterday - $NET was about to go ER and IV on options was super high. So I set to sell 67/71 call spread (20 contracts for 0.51 - a quick 1k to collect) , $NET was at 58, expected change was 15% according to marketchameleon, safe and easy play. And my order didn't trigger , I was "oh well" at first. And at 4:30 I was "Thank you, AllMighty! " . I'd watch your progress in deep OTM credit spreads though, keep it posted.

Dura112

I don't know NET, but I was going to advise you to hold on to those COIN puts.

PilbaraWanderer

Just woke up in Australia. What happened to NET.

SpaceSpiff10

NET. Bought at $40 about two years ago, bought some more after it gained and dipped back to $70 in the next 6-9 months, enjoyed the ride to $200 where I sold enough to cover my initial cost basis and now the rest is all speculative on this being a defining player of the internet in the next ten years.

aborteverything

Holy shit NET guy would have made so much money, even if he had bought at open on that dip to 67.

gannon585

ok whos retiring early because of NET

breakyourteethnow

NET - Cloudflare. Going to keep growing and growing and excellent management.

WickedSensitiveCrew

It had a massive drop so discussion dies. TGT and WMT used to be way more popular now they rarely get mentioned after their falls. I think if SE has a 15% pop on earnings it will be mentioned again like DKNG, NET, and other beat down stocks that rallied.

wilburton

NET is still a good deal imo. Was even better yesterday but still decent after this pop

agent_zoso

$NET's business model is sound, they keep adding revenue streams that force you to stick with the business

YugePPOnly

#$NET the true king today

YugePPOnly

Ya a little across the board $NET $CCL Cashed out some $OPEN calls I got yesterday at open today Some other stuff

Have_A_Nice_Fall

Wrote this about NET yesterday… https://www.reddit.com/r/wallstreetbetsOGs/comments/wfgobq/what_are_your_moves_tomorrow_august_04_2022/iiuldoa/?utm_source=share&utm_medium=ios_app&utm_name=iossmf&context=3 Guess who missed 20x baggers because I didn’t pull the trigger? 🤡🤡🤡🤡🤡🤡🤡

MovieMuscle25

Mostly everyone on here are fair-weather fans. Everyone stopped mentioning NET too until it just skyrocketed.

ballmode

nothing but $NET

nicholasCageSucks

Cloudflare is a great company tbh but $NET feels a bit overvalued right now

RobertLahblaw

NET, you piece of 💩. Fukin' go down like the rest of the market. I need you at $68.

agent_zoso

Every single call FD for NET is ITM, and every put is OTM, let's fucking go. Market thinks there's a 100% chance it won't expire below any of the strikes, kinda screwed up my charts

ModernMedia

could have been NET puts

Roxaos

Would be $600 richer if this dumbass report didn’t tank NET during PM. Stock should’ve opened at this price ffs 

modsaregayasfukkk

Imagine not buying NET calls ^(somebody kill me)

Roxaos

Stupid ass premarket dump finessing me outta my NET call. Would’ve been my first 10 bagger  Might call off the rest of the day and cry.

PandemicInvestor

#I think DASH goes to $90s today. Look at what NET, CVNA, DKNG, LYFT and everyone else is doing

PandemicInvestor

#REMINDER DASH WAS UP 20% after hours yesterday. Same with CVNA and NET. Look what happened. DASH WILL BE UP 18-20% soon

YugePPOnly

Special shout-out to my boy $NET

Zedeal_Life440

My NET calls r up 180% .I want to cry

CookedBlackBird

Anyone play NET here? I have some leaps that are doing great, but nothing short term.

agent_zoso

$NET having negative options delta for 08-19 means it's going to keep rising from max pain, right? Looking forward to T+2

butteryhippo

Holding otm 8/19 NET calls and SPY puts, can’t decide whether to take profits on both at open or ride the lightning for a few days

r-r-r-r-r-r-r-r-r

Well, there go my NET gains :)

butteryhippo

SPY fucking with my NET calls, not cool man

MinimumCat123

Just need NET to not dip any further until at least 2 minutes after open 

rrahul42177

NET

shadowpawn

Calls on $NET

voncronic

NET

beenwilliams

My move tomorrow is to catch up on non stock related business. This week has been spectacular with all my fintech but really really good for my COIN, NET, PYPL stuff. Buy and hold long ppl

beenwilliams

Buy $COIN $PYPL $NET commons

PM_ME_GDPR_QUESTIONS

Will see how the market reacts in the morning. $NET was down >80% from it's original high after the market pull back. I'm k