Reddit Posts
Profit taking on NVDA and APPL distort the market today
OPRA is paying a very nice dividend
$OPRA - A.I., Mr Beast partnership, best browser available, $2.5bn market cap, dividend, profitable
What’s the source for Option Chain Data for stocks listed on Nasdaq? Is it Nasdaq itself or OPRA (Option Price Reporting Agency)?
Feb. 27 Pre-market Movers Board: Opera jumped 9% premarket after Q4 adj EPS and sales beats estimate
OPRA - 0.80/ADS Special Dividend and 21% Stock buyback
Is it possible to get real time data for options prices?
Ever wondered what type of trade has taken place? With these OPRA codes you can find out.
Why $OPRA has the chance to be the $AAPL of Web3
Undervalued Ticker Monday: $OPRA— not just a browser company (TikTok & Steam competitor)
OPRA - AMA and Tell me why it is not primed for parabolic move upward
[DD] Why I believe OPRA is overseen by investors— Opera is not just a browser company anymore
Green Crayons, Confirmation Bias, and Rockets - an OPRA love story that no one has heard (YET)
Green Crayons, Confirmation Bias, and Rockets - an OPRA love story that no one has heard (YET)
Question about qualifying for the OPRA real-time quotes
Let's make Opera (ticker: OPRA) a new meme stock
Any Thoughts about Benzinga Pro?
OPRA you get a Lambo! You get a lambo! And you get a Lambo!
Caution-- S-c-h-w-a-b is currently experiencing a problem with their market-data-quotes streams through all of their client-facing interfaces. They claim to be "working" on a fix soon a.s.a.p., but this may impact trading. Please comment if anyone else is experiencing this or confirmed with broker.
Mentions
I think ORATS will do this for you and the price is roughly comparable. If you want actual data with all the fixings, you can subscribe to Databento and they got proper OPRA history. As a caveat, I'd not trust ORATS' implied vols/forwards/greeks but that goes for pretty much every vendor out there.
OPRA news I missed? I like it
My best stock is OPRA and I literally only bought it because I saw a video of an Asian guy recommending and thought if He’s Asian he surely knows more than I do
But do you guys see the RR options on OPRA? I don't see them yet
OPRA loves the Google news, I wasnt so sure at first
Market thinks google ruling is bullish OPRA payments flowing still I guess, I wasnt so sure trying to read the wording
I bought OPRA calls. Stock dropped 5%. I bought more calls to bring my average down and it has pulled back even further after hours. I’ll see you at Wendy’s friend.
Who would be interested in acquiring OPRA
A guy on Instagram recommended OPRA, I have never done any research on the company but the guy is asian so I bought a couple shares 👍
A guy in Instagram recommended OPRA, the guy’s Asian so I bought a couple shares 👍
Agreed, I never use SOTP for long thesis but OPAY stake is actually interesting for OPRA if that chunk were ever realized through IPO or acquisition too. + we have seen action in browser from perplexity, openai and anthropic iirc
Fair points, and it is OPRA after all lol
I think it ran too much into earnings. After the whale activity on Friday the IV exploded. Would not be surprised if this is one of those that creeps up over the next few days. However, it's OPRA, so it might just not do anything.
NBIS is a weird one....I bought it at $23, which was below the value of its assets. I figured it was a solid risk/reward at that point. It's definitely gotten expensive since then, which is why it's so big for me. My recent buys are ABL, CRMD, and NE, as well as OPRA. I'm not able to make the leap to Japanese names unfortunately. However, I'm still finding plenty of value out there.
Weird OPRA is down on that Q to me, double beat and looked strong across the board
OPRA beats and has a huge drop lol
I don't have a lot of turnover at the top of the portfolio. My largest names, in order are: HWKN, NBIS, MELI, and CNSWF. Other then NBIS they're all long term holdings that grew. NBIS I bought recently and it went on a tear. OPRA is cheap largely because of large Chinese ownership, which depresses multiples. I've largely avoided it because I don't think there's a re-rating in the cards for Chinese names. However, it's very possible the company just gets acquired since all the AI names are in the market for browsers all of a sudden. What about you?
OPRA earnings: Revenue grew 30% year-over-year to $143.0 million, and exceeded the guidance range Adjusted EBITDA of $32.1 million, a 22% margin, also exceeded the guidance range Opera yet again raises growth expectations, guiding full-year revenue of $585 – 597 million with 23% adjusted EBITDA margin at the midpoints
OPRA could cheap growth stock with AI and crypto exposure.
dw not touching OPEN Might touch OPRA though
I did PANW & OPRA Calls, VIK & FN Puts 🙏
Clothing is yawn. Now OPRA is worth buying, because online safety laws coming in many countries and UK just done there's. Wankers gotta wank, free VPN easy wank.
saw an Instagram reel of a guy recommending stocks, the guy is Asian so I tagged along 💪👍 OPRA to the moon
Grabbed some shares of OPRA on Friday after my cheap stocks post. Apparently some very large call volume also happened on Friday, which is really bullish into earnings. I also followed the whale into that one with some calls into earnings. The more I looked at it, the more I think there is a lot of value there. Yes, it's cheap because there's Chinese ownership involved. That's why I have avoided it for awhile, because I don't see a re-rating of Chinese names anytime soon. However, the anthropic offer to buy chrome implies there are actual buyers in the market for browsers. OPRA seems like a good target, and has huge upside if it gets an offer at a multiple that has been offered for other browsers. Plus they have a mountain of cash, and ownership of payments through things like opay; I think there is a lot of value there.
I have OPRA $15 calls for Friday what did u do
So anything in blue highlight is a higher probability mover. My strategy is to wait for positioning to take place pre-ER, then I enter just before close (last 10 minutes). Sell within 15 - 45 minutes of open. FN, PANW, OPRA are my most likely plays (PANW was a 10x last Feb. for me), but I don't make entry or a predicted direction until the big boys are mostly locked in. https://preview.redd.it/z468iag0jnjf1.png?width=732&format=png&auto=webp&s=4e4073baa4b3ccac9a70d1090c77b226bdeae861
OPRA calls. Why? I haven't the slightest idea
OPRA is good shout, earnings next week as well
I firmly believe that the "everything is expensive" crowd just doesn't look at enough names. OPRA: rule of 40 web browser trading at 16.5x earnings. Also pays a 5% dividend. NXT: utility solar isn't as rough as residential, and this gem is trading at 14.7x earnings. ODD: cosmetics name with 25%+ annual growth, trading at 22x EV/earnings. That's not even counting names with cheap forward earnings like CRMD (6x) or ABL (7x). Like Peter Lynch, turn over rocks.
Everyone is missing the real reason why Perplexity made an unsolicited offer to buy Chrome from $GOOG. Both parties know the price tag is beyond a joke. You can't even call it a lowball. The real reason Perplexity made this unusual public offer is because they are trying to get in front of the anti-trust case. This is a stalking horse bid. Alphabet's defense, one of them, is that divestitures are not viable. They point to what happened with Firefox as a stand-alone and how bad Opera $OPRA is doing. Plus the graveyard of dead browsers. In other words, they want court to think there's no choice but to keep Chrome, otherwise it will die on its own. But now the courts are faced with the news that indeed, others want it so it doesn't need to be an independent spin-off. This is a win-win for Perplexity because: Odds of forced Chrome divestiture just went up, which will weaken $GOOG search and benefit Perplexity, regardless of whether they can actually afford to buy it. Stocks Watchlist: $GOOG $OPRA $NVDA $MSFT $CRWV $BGM
OPRA is valued at $1.5 billion. Chrome has 20x the user base just on desktop, plus mobile where opera does not even compete. So, just the desktop part of chrome should be worth $30 billion or more, just based on market values. Agreed, this seems like a wildly low offer.
OPRA (Options Price Reporting Authority) was having issues this morning. Click the link below and go to "alerts" for more info. Looks like they have the issue fixed now. [OPRA | Home](https://www.opraplan.com/)
I will be testing a brand new trading strategy tomorrow, this is what I've been calling "project 🚀" in my private files...oh wait that's my futa waifu AI training data...I don't think it's in the "ghey bers" folder but it's most likely in "AlfaZero Cboe DataShop (OPRA)" folder
You calculate them from the OPRA data you idiot...
This is not true. OPRA stands for Options Price Reporting Agency. I dont know where you are getting this idea about greeks, but its false. OPRA is a Securities Information Processor (SIP) responsible for collecting, consolidating, and disseminating real-time market data for all listed options trading on US exchanges. OPRA essentially acts as a central hub, compiling last sale reports and quotation information (including the National Best Bid and Offer - NBBO) from all participating exchanges. OPRA ensures that a unified and comprehensive view of options trading activity across the US market is accessible to everyone. Learn how to google.
I’ll make an educational example out of you since you can’t seem to contribute anything useful. OPRA gives you the Greeks, CBOE gives you buy to close and sell to close open contracts. OPRA comes from broker feeds. CBOE data is obtained from their data shop only.
CBOE might be the largest exchange but it is only ONE exchange. OPRA is ALL of the exchanges.
Optionstrat uses OPRA ding dong
OPRA data != CBOE CBOE offers more than greeks. It offers open contracts for customers, MMs, etc. in 10-min intervals. For a pretty penny of course.
CBOE is a member of OPRA
OPRA is interesting to me, I do own some shares but I think OPRA is just a long term hold in general haha
OPRA is a steal right now (owns Minipay)
Weak day for some small cap tech names again, doing some nibbling on OPRA, OKTA, NICE, and GTLB
Here you go: OpenAI is close to releasing an AI-powered web browser that will challenge Alphabet's (GOOGL.O), opens new tab market-dominating Google Chrome, three people familiar with the matter told Reuters. The browser is slated to launch in the coming weeks, three of the people said, and aims to use artificial intelligence to fundamentally change how consumers browse the web. It will give OpenAI more direct access to a cornerstone of Google's success. If adopted by the 400 million weekly active users of ChatGPT, OpenAI's browser could put pressure on a key component of rival Google's ad-money spigot. Chrome is an important pillar of Alphabet's ad business, which makes up nearly three-quarters of its revenue, as Chrome provides user information to help Alphabet target ads more effectively and profitably, and also gives Google a way to route search traffic to its own engine by default. OpenAI's browser is designed to keep some user interactions within a ChatGPT-like native chat interface instead of clicking through to websites, two of the sources said. The browser is part of a broader strategy by OpenAI to weave its services across the personal and work lives of consumers, one of the sources said. OpenAI declined to comment. The sources declined to be identified because they are not authorized to speak publicly on the matter. Led by entrepreneur Sam Altman, OpenAI upended the tech industry with the launch of its AI chatbot ChatGPT in late 2022. After its initial success, OpenAI has faced stiff competition from rivals including Google and startup Anthropic, and is looking for new areas of growth. In May, OpenAI said it would enter the hardware domain, paying $6.5 billion to buy io, an AI devices startup from Apple's (AAPL.O), opens new tab former design chief, Jony Ive. A web browser would allow OpenAI to directly integrate its AI agent products such as Operator into the browsing experience, enabling the browser to carry out tasks on behalf of the user, the people said. The browser's access to a user’s web activity would make it the ideal platform for AI "agents" that can take actions on their behalf, like booking reservations or filling out forms, directly within the websites they use. TOUGH COMPETITION OpenAI has its work cut out - Google Chrome, which is used by more than 3 billion people, currently holds more than two-thirds of the worldwide browser market, according to web analytics firm StatCounter. Apple's (AAPL.O), opens new tab second-place Safari lags far behind with a 16% share. Last month, OpenAI said it had 3 million paying business users for ChatGPT. Other AI startups like The Browser Company and Brave have announced AI-powered browsers capable of performing actions on a user's behalf this year. Perplexity, a well-funded startup known for its search engine, also launched its AI browser, Comet, on Wednesday. Chrome's role in providing user information to help Alphabet target ads more effectively and profitably has proven so successful that the Department of Justice has demanded its divestiture after a U.S. judge last year ruled that the Google parent holds an unlawful monopoly in online search. OpenAI's browser is built atop Chromium, Google's own open-source browser code, two of the sources said. Chromium is the source code for Google Chrome, as well as many competing browsers including Microsoft's (MSFT.O), opens new tab Edge and Opera (OPRA.O), opens new tab. Last year, OpenAI hired two longtime Google vice presidents who were part of the original team that developed Google Chrome. The Information was first to report their hires and that OpenAI previously considered building a browser. An OpenAI executive testified in April that the company would be interested in buying Chrome if antitrust enforcers succeeded in forcing the sale. Google has not offered Chrome for sale. The company has said it plans to appeal the ruling that it holds a monopoly. OpenAI decided to build its own browser, rather than simply a "plug-in" on top of another company's browser, in order to have more control over the data it can collect, one source said.
OPRA has crept up to be a pretty big position for me recently, I think they are super underappreciated in a few ways atm
OPRA jul18 20 dollar calls are looking pretty tempting right now.
Might buy some OPRA jul18 20 calls. Pretty cheap and now just barely OTM.
Here's my thoughts: > Fills are brutal on multi-leg trades, especially iron condors. FWIW all option orders in the US, including complex orders, go to the venue - there's no internalization for options - so you should see the same fills across brokers. > Adjusting one side of a condor (like rolling just calls or puts) is basically impossible. What makes it impossible? I haven't done it myself, but can't you just tap into the contract you want to roll and use the "roll position" button? They support legging in and out so I don't see why you can't roll a leg, which is just legging out then back in. > Bid-ask spreads feel wider than other brokers when the trade gets tested. OPRA doesn't distribute complex order book quotes, so complex order spreads reported by a broker are built from the individual leg bid-ask spreads. But complex orders don't fill against the regular book, so the real complex order spread could be wider (or, theoretically, narrower, but usually not) than the broker reports. I suppose different brokers could estimate the complex order spread differently. > Greeks aren’t detailed enough per leg for good management. This is probably where you're hitting the limitations of RH. It's going to favor simplicity over details. > Execution can lag in volatile moments. This is another real limitation - RH is definitely not performance focused. The obvious suggestion for a more power-trader mobile app is Think or Swim with Schwab. That should give you as much detail and control as you'd get anywhere. But I haven't used it in a long time so I can't say whether it specifically has features for, ex. rolling individual legs of an iron condor.
Thanks for thinking of ORATS. 1. Yes, we have a data provider that uses exchange feeds. 2. ORATS takes great care in aligning calls and puts using correct interest and dividends then uses a smoothing mechanism. This produces higher quality greeks and theo values than others that do not do this level of processing. 3. We have live data, 1 minute data, and near EOD data sets. 4. We do not test OPRA or IBKR. We analyze our theoretical values and routinely find them on or near the bid ask over 90% of the time. This is very difficult to do and I've only seen Hanweck or SpiderRock come close to this.
Hey everyone, thanks for the insights here 🙌 I’m backtesting 100 tickers over the past 4 years and want to closely simulate IBKR’s option chain data. Tagging u/ORATS_Matt for his input: 1. Does ORATS source bid/ask, IV, and Greeks directly from OPRA/exchange feeds—essentially the same as IBKR via TWS/API? 2. How closely do your historical EOD and intraday snapshots (SMV, IV, Greeks) align with IBKR output? Have you benchmarked drift, latency, or variance between them? 3. Any documented discrepancies by ticker, expiration cycle, or snapshot timing—like 14‑min pre-close vs IBKR’s \~2‑min snapshot? 4. Do you have accuracy metrics or validation tests comparing ORATS vs IBKR or OPRA raw data? I appreciate ORATS team feedback and any community experience replicating IBKR-like data. Thanks in advance!
This doesn’t really have anything to do with the op’s post but here’s how it works: Most brokers and major institutional traders are connected to all 7 equity options exchanges in the US, either directly or indirectly. Those exchanges are all connected to OPRA. Brokers are also connected to OPRA. Brokers send orders to exchanges. Exchanges send updated price information to OPRA. OPRA tracks the best prices across *all* exchanges and sends that to brokers. Brokers show those prices to their customers. When a customer submits an order, the broker sends it to whichever exchange has the best price at the time, unless the customer manually chooses an exchange. Because of this feedback loop, prices across exchanges are usually very close. There’s a *lot* more to it, but that’s the basics.
Hey man, wanted to update you, I got back in with much better options comissions as I shared earlier in thread and on top of that subscribed myself to L1 and L2 OPRA to see real time data :) Thanks for your comment brother 🤝🤝
>I’m worried about buying in too high. Same. I bought into PLTR and then it immediately shot up. South OPRA and it went up. RDDT. Went up. And then they just kind of hover at the 'up' price and don't go up much further, but tank down every now and again lol. I know individual stocks are inherently volatile, but I do not know what the right strategy is for tech/AI right now. AMZN and AAPL feel like okay buys?
Does anyone know which market data to subscribe to on iBKR for options? I'm assuming just OPRA? or even better, is there a way to get a live snapshot with the app?
OptionStrat uses data from OPRA. IBKR uses data from exchanges and market makers.
Not playing $5 for OPRA cost me $600 in opportunity cost on NVDA 😂
My free sub to OPRA real time not applying to account. Time to skip the day then.
For ETrade, the real-time equities and option fee is waived if your net account value is greater than 10k. There are no other websites and services that will just provide this data for free. OPRA data fees and live equities data are expensive. E*Trade’s fees are low, and have only cost me around $25/month for all their data (real-time data, Level 2, and futures). If you’re an active day trader, surely you should be making greater than $25/month.
"Opera announces Opera Neon, the first AI agentic browser" I see AI as a call option on OPRA, I own it for the ads growth and valuation, but it is interesting that you get to own potentially interesting ai applications...
What are the regulations for redistributing options data/info? I want to release something that others can use but I keep seeing there’s like OPRA fees and stuff that needs to be paid if wanting to do a project like this 🤔
> Congrats as you are my first rude commenter in 7 years on reddit Impressive honestly. And funny that person thinks you are asking this and have never traded or used a real broker (???) Regarding your post, the reason most services are a lot more is the market data. OPRA + vendor fees for options data, and stock data is another can of worms
Wonder is OPRA is taking some traffic as well.
Sorry if it sound stupid, aren’t (stock market data) already included and free? Therefore 1.5$ month for OPRA looks quite good
I want options and equities so I subscribe to Nasdaq, Amex, NYSE and OPRA. Each is $1.50 a month and OPRA rebates me $1.50.
OPRA +9%, decent on a red day was expecting more though on those numbers tbh
"Opera reported exceptional Q1 2025 financial results with revenue reaching $142.7 million, marking a 40% year-over-year growth. The company's advertising revenue grew 63% to $95.6 million, while search revenue increased 8% to $46.6 million. Key metrics include Adjusted EBITDA of $32.3 million (23% margin) and net income of $18.3 million. The company reported 293 million monthly active users with ARPU of $1.94, up 45% year-over-year. Opera GX gaming browser reached 34 million monthly active users, growing 14% year-over-year." OPRA still a dark horse pick from me, 5% yield, growing 40%, valuation very reasonable
It might be wrong or showing its user bases volume bc the ratio is not anywhere close to that based on OPRA’s data.
No I partner up with data providers including OPRA to obtain the license for commercial usage. I try to keep the operating cost as low as I can which means I have no employees and this is a solo project.
For consideration, some of my smid caps (not sure if you have any of these already): AMTM, ONTO, COHR, OPRA, FOUR, EVVTY, NU
Bought more OPRA, S, ANET, TTD, and GTLB with my paycheck, nice to buy low Im sure Ill be buying lower soon enough lol
I was charting it on IBKR’s Trader Workstation (old but really deep and effective platform). Now TradingView has options, so I got the real time OPRA data added and do it there now. Nothing fancy…just MA crossovers, MACD & 5 day RSI.
also need to add the amount of option flow data that happens behind the scenes too. sweeps, splits, blocks, etc. and the dark pool. also the fact OPRA doesn't even report certain hedge trades from MMs, or if an execution is buy or sell. it's all just algos making a guestimate based on ask, bid, above ask, or below bid lol. there's also form 4 or form 144 filings and insider trading stuff, that isn't even reported to the public until after it's been executed on the exchange. there's also block trading for shares not just options, and some of the option order types (splits, blocks) are done pre-market or after-hours, at random ass times that you'll never really know i've written a paper on all this once in college, it's insane really. it's a whole other world out there best analogy i've ever heard is it's like trying to swim with sharks
Waiting for the following prices: HOOD - under $30 PSTG - under $42 CLS - under $80 OPRA - under $16 We’re getting there…
This thread gets boring during volatility. We get it. Stocks are up/down. Calm days draw out the regulars and stocks discussion. So on that note: CHDN The compounder no one remembers now trading around 18x TTM earnings. The Kentucky Derby is one of those assets that can't be replicated. If this thing shows any support around $90-95 it presents a solid long term value, imo. IBP Another solid compounder and great play on building. Target price: $150. OPRA Rule of 40 stock no one thinks of. Large dividend payout makes it really nice for a Roth IRA. Price target: $17. JXN Been buying this one. Variable rate annuities and aging boomers combine into a solid investment thesis. Stupid cheap, big dividend, and a buyback machine. AMTM Bought LEAPs on this one this morning. Spin off related sales have thrown it in the garbage, but trading around 7x management's guidance for 2025 earnings. Even a 10x multiple implies a 50% upside this year, and most comps trade closer to 13x.
How do you know they were bought? OPRA (and other feeds) don't explicitly tell you. They infer / guesstimate. Those could have been short calls with shares to cover. It's reallllyyyy not good overly relying on tape for understanding a direction
It sounds like the OPRA data was just showing real time options prices but not a real time price for SPX, so everything was out of whack. I should have realized this regardless. On IBRK to get real time SPX, SPY and options info (plus some more stuff) I need the US Securities Snapshot & Futures Value Bundle and then the 2 add ons - Cboe Streaming Market Indexes and the US Equity and Options Add-On
OPRA is usually delayed but even if it wasn't, we already know you have delayed quotes. Just download Webull or Marketwatch. They're free. The options are delayed though. If you're Canadian or can access Canadian brikerages, open up an account at any of the big 5. US stock and option real time data is free as well.
This is what I have. Is this correct for spx real time and should it also show real time in the app? OPRA (US Options Exchanges) (NP,L1) - Trader Workstation
I think someone else mentioned it already, but OPRA selling off on earnings perplexes me. 4x sales and sub 20x net income now for a company growing 20% or more annually...
Bought some more OPRA here since its only up +3%, that Q was fantastic imo
"$OPRA Opera Reports 29% Revenue Growth in the Fourth Quarter 2024, Exceeding Guidance Ranges for both Revenue and Adjusted EBITDA Revenue growth accelerated further to 29% year-over-year, exceeded the guidance range at $145.8 million in the quarter Annualized ARPU increased 37% to $1.97 Adjusted EBITDA also exceeded the guidance range at $33.0 million in the quarter, a 23% margin" OPRA looks pretty solid, might offset my pstg losses today lol
Except, this is OPRA data and you are not getting BTO or STO. You remain clueless, and stubborn, so there is no need to discuss this further. Farewell.
This is correct but only to a certain extent - in 2024 buying up all these options would have been profitable, if you bought every single one of them, as it was a raging bull market. But we all know that no one does that, let alone retail traders with limited budgets - buying up all these options for each alert costs between 10K and 50K per day, if you just bought a single contract. So blasting all these trade records at regular traders is only profitable for the option flow scam services. It is possible to refine them using OPRA trade info, technical and fundamental factors, but again that is beyond the scope here.
I'm not exactly sure what you mean by imbalance. If someone is seeking to be delta neutral such as market makers - they are looking across their portfolio to generate premium off other factors. See the comment from u/kiwimancy . You are also assuming that retail traders are using long positions. And even if that were true - to be delta neutral - a market maker can still stay neutral without buying a contract. For example - if a market maker has to write a call contract, to stay delta neutral, they can write a put contract, or buy shares of the underlying. And if by "wall street" firms - are you are referring to prop shops, quant shops, arb shops, and buy-side firms? They are not market making. They seek to profit in different ways. I think you are over-estimating the percentage of retail traders being option buyers. I, myself am primarily an option writer. An economist at the CBOE recently published a paper on retail option trading. Miss Han takes a different approach in her use of OPRA and CBOE data to identify retail transactions. It's a good read - link here - [https://cdn.cboe.com/resources/government\_relations/Understanding-Retail-Investors-Dynamic-Trading-Behavior-in-the-US-Options-Market\_2024.pdf](https://cdn.cboe.com/resources/government_relations/Understanding-Retail-Investors-Dynamic-Trading-Behavior-in-the-US-Options-Market_2024.pdf) I would encourage you to read the entire paper and not just the summary if you are interested in this topic. The research proposes that retail traders may account for 18%-31% of the US options market. And that 58% to 76% of retail open positions are complex orders and not simply long positions. In particular - look at the data on net credit/debit. One issue with this sort of research is that it's not really possible with current OPRA or CBOE data to determine when a retail investor is legging into a complex position. And it can't take into account hedged positions if the trader is also trading shares of the underlying.
OPRA (the browser) has been running recently.
My fallen angel basket right now is: OPRA, NICE, CXM, OKTA, MDB, S (They have more or less AI "true-ness" if you squint at them)
$OPRA has been literally a straight line up since I bought, rarely happens to me. I bought thinking it looked cheap, very GARP-y, and also the various happening in USA makes me think their in app VPN services might have sold well last Q... pretty dumb thesis to work off of
OPRA +10%, pushing towards $20. I really hope they capitlize on the recent "agentic" trend and start working torwards an agentic browser client. Do browser for chrome is a neat example you can try now of what is to come
$OPRA +8%, snap or google doing that?
Nice software day again, my knife caught OKTA, MDB, OPRA, and S doing well
What’s your thesis for buying OPRA
Not sure why OPRA is down -7% if anything they stand to benefit from cheaper inference for ai they dont own hardware lol, buying some more
They buy stock contingent almost always, which is reported to OPRA. This was a multi leg trade with no stock contingent flag. No one would hedge that far out at that strike price. They would go higher OTM as a hedge. Come on man. Get a grip.
Proving one again you don't know anything. If the buyer or seller has an existing share or short shares isn't reported to OPRA. Also in a fast moving market it could look like these were filled above the ask when they weren't. All you have is a bunch of assumptions which may or may not be correct.
NU still slightly above my add point, but I own it already so I am fine being very picky. Also put in an order for more NMIH, but it hasn't filled yet. Really tempted to buy OPRA because I think it's stupid cheap. Really tempted to buy more royalty names like PREKF and VNOM, though it's not much of a pullback, both are around 20x FCF for amazing businesses.
Data goes from OPRA (Options Price Reporting Authority) to recognized Vendors, who will then redistribute the data. I don't know the cheapest alternative, but if you go to the OPRA site, and click on "find vendors", it will list all of them with contact information. [https://www.opraplan.com/](https://www.opraplan.com/)