Since84
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To infinity and beyond!
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Post by Since84 on Feb 6, 2015 3:45:30 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Feb 6, 2015 4:01:47 GMT -8
AAPL Options Open Interest as of this morning:
Strike Calls Puts 114 916 16,002 115 4,449 14,532 116 3,592 12,043 117 5,760 15,117 118 18,894 13,251 119 26,628 11,867 120 42,356 8,559 121 23,658 1,592 122 24,210 729 123 13,832 685 124 10,793 268 125 21,057 1,435 126 3,406 167
Options expiring February 6
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Post by incorrigible on Feb 6, 2015 5:13:57 GMT -8
Enough calls @ $119 to warrant a push there. Place your bets.
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Since84
Moderator
To infinity and beyond!
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Post by Since84 on Feb 6, 2015 6:29:33 GMT -8
And here we go...
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Post by artman1033 on Feb 6, 2015 7:06:40 GMT -8
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Deleted
Deleted Member
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Post by Deleted on Feb 6, 2015 7:14:39 GMT -8
Not a believer in OPEX this week. Monthlies could restore my faith. My WAG is we can break $120 today and hold it.
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jz
Member
"Study the natural order of things and work with it rather than against it." -- Lao Tsu
Posts: 162
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Post by jz on Feb 6, 2015 7:25:31 GMT -8
From PED: In 2007, Obama got a sneak peek at the iPhone during a private meeting with Apple’s Steve Jobs. “If it were legal, I would buy a boatload of Apple stock. This thing is going to be really big,” Obama said after the meeting.”
I wonder if he'd want to buy buy after seeing the Apple Watch...
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Deleted
Deleted Member
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Post by Deleted on Feb 6, 2015 7:35:03 GMT -8
This guy isn't worth the time. Can't he find someone else to write a crappy book about?
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jz
Member
"Study the natural order of things and work with it rather than against it." -- Lao Tsu
Posts: 162
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Post by jz on Feb 6, 2015 7:48:27 GMT -8
Not a believer in OPEX this week. Monthlies could restore my faith. My WAG is we can break $120 today and hold it. I hope you are right... But that female French Apple analyst, Dé·jà vu, is whispering in my ear to prepare emotionally for a late afternoon dive...
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Post by chasmac on Feb 6, 2015 8:35:38 GMT -8
Playing some 120 butterflies. Play money from some TWTR and DIS earnings runners I took this week. Let's see how good these pilots are...
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JDSoCal
Member
Aspiring oligarch
Posts: 4,186
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Post by JDSoCal on Feb 6, 2015 9:00:31 GMT -8
Not a believer in OPEX this week. Monthlies could restore my faith. My WAG is we can break $120 today and hold it. Well I sold my 118-119 weeklies that I bought last Friday on the dip anyway. Made .51, left .07 on the table, well worth it so I can relax. And yeah, good to see I'm not the only one bemused by how a guy who wrote a book about a tech biz CEO is suddenly a tech biz expert, or even an expert on the company that CEO no longer runs. I breathlessly await the Albert Einstein biographer's thoughts on theoretical physics as well.
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Post by archibaldtuttle on Feb 6, 2015 9:53:35 GMT -8
Random technical observation: so far today we have what is known as an "inside day" -- very tight range entirely inside yesterday's range. any thoughts for what that might mean?
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Deleted
Deleted Member
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Post by Deleted on Feb 6, 2015 9:59:27 GMT -8
Not a believer in OPEX this week. Monthlies could restore my faith. My WAG is we can break $120 today and hold it. Well I sold my 118-119 weeklies that I bought last Friday on the dip anyway. Made .51, left .07 on the table, well worth it so I can relax. And yeah, good to see I'm not the only one bemused by how a guy who wrote a book about a tech biz CEO is suddenly a tech biz expert, or even an expert on the company that CEO no longer runs. I breathlessly await the Albert Einstein biographer's thoughts on theoretical physics as well. I breathlessly await what Steve Jobs' former plumber thinks about Apple Watch. Must-see TV.
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Post by macwire on Feb 6, 2015 10:00:47 GMT -8
119.99 pin going once? Going twice?
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Mav
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Post by Mav on Feb 6, 2015 10:21:58 GMT -8
<119.99 at the moment...
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Mav
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Post by Mav on Feb 6, 2015 10:22:23 GMT -8
Playing some 120 butterflies. Play money from some TWTR and DIS earnings runners I took this week. Let's see how good these pilots are... Good luck
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JDSoCal
Member
Aspiring oligarch
Posts: 4,186
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Post by JDSoCal on Feb 6, 2015 10:25:48 GMT -8
Never trust an OpEx Friday.
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Ted
fire starter
Posts: 882
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Post by Ted on Feb 6, 2015 10:26:54 GMT -8
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Post by macwire on Feb 6, 2015 10:28:05 GMT -8
Woof. Last 15 minutes ...119 was the pin I believe.
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Deleted
Deleted Member
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Post by Deleted on Feb 6, 2015 10:30:47 GMT -8
I bought the dip. I have a hard time believing this is options related, but I've been wrong before...
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JDSoCal
Member
Aspiring oligarch
Posts: 4,186
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Post by JDSoCal on Feb 6, 2015 10:43:03 GMT -8
Those 119 calls scared me, so I bailed rather than suffer the torments of the damned all day. If we go into the 118's, I'll BTFD.
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Post by phoebear611 on Feb 6, 2015 11:10:55 GMT -8
I think this will be highly dependent on the IBM partnership roll out. I feel that once that gets underway we'll see a turn around with iPads....unless they are upgrading or planning something new and different...IMHO
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Mav
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Post by Mav on Feb 6, 2015 11:24:10 GMT -8
Ming-Chi Kuo is better at some knitting than others. Supply chain extrapolation is a dangerous, really not-at-all-accurate game and he knows it.
Tim Cook at least heavily implied not to expect anything different out of iPad this year. That's not a 30% CY YOY drop. More like 20% YOY decline, max. We shall see who's more right.
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Post by tuffett on Feb 6, 2015 11:34:15 GMT -8
A 50% drop is rather extreme. That's iPod-esque. I have my doubts, feel that Tim should have warned if this is a possibility.
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Post by chasmac on Feb 6, 2015 11:40:18 GMT -8
Playing some 120 butterflies. Play money from some TWTR and DIS earnings runners I took this week. Let's see how good these pilots are... Good luck Hung on through the dive and got out with >50%. Was hoping for at least a 1-bragger
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Mav
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Post by Mav on Feb 6, 2015 11:40:41 GMT -8
Half-bragger
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Mav
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Post by Mav on Feb 6, 2015 11:44:56 GMT -8
A 50% drop is rather extreme. That's iPod-esque. I have my doubts, feel that Tim should have warned if this is a possibility. More like 40% max is my WAG. Sequentially. Which everyone knows is the more sensationalistic metric since iPad is so obviously seasonal. That translates to 20% unit decline YOY for FQ2 2015. If Tim Cook is generally correct (if he was making a statement about iPad's growth arc this year, and I think he was), iPad "shouldn't" be having quarters of more than 20% YOY unit declines (maybe give 1-2 extra percent) especially in the face of a recently refreshed lineup.
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Post by artman1033 on Feb 6, 2015 11:51:01 GMT -8
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Since84
Moderator
To infinity and beyond!
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Post by Since84 on Feb 6, 2015 11:52:01 GMT -8
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Post by plcm123 on Feb 6, 2015 11:57:47 GMT -8
Note that Ming-Chi Kuo estimate is only accurate near the end of the quarter, so for now take it with a grain of salt.
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