Posted by kingpin15 on 1st of May 2026 at 11:14 am
Google (GOOG) also now sees 7000 December $350 puts sell to
open 51.10
Apple (AAPL) with 10,000 January $280 high-Delta puts selling
to open $22 to $20.40 seeing minimal long-term downside, seen this
across large Tech, the tech bull market alive and well
MaxLinear (MXL) bulls back at it with 1250 September $95
calls buying 14.40 to 15.90 early
TWLO wild runner, see this time and time again, when a group
is getting killed but certain names show major rel. price-action
strength, its usually for good reason, DOCN another example
LWLG bull flag, buyer in Jan 2028 upside calls a week ago
Apple (AAPL) 1000 December $245 puts sold $12.60 bid, OI
checks. AAPL size opening sale 9900 Dec. 2027 $250 puts for $24.20.
AAPL also large opening sales 10,000 December 2026 $280 ITM puts.
Banking AAPL gains, put sales were a great indicator yet
again (and though this monthly flag break seems to just be getting
started)
IP raised to Buy at Seaport, 10K June $32.5 call buyer
yesterday, quite oversold and value name here with size Jan. 32.5
and 30 short puts in OI as well
Nokia (NOK) buyers 6000 September $19 calls here 1.15 offer,
continues to be a strong story from recent write up on massive
bullish positioning
BTSG up 11% on results, write up from last year and 2026 top
pick, great story there
Toast (TOST) 2500 July $30 puts sold to open ITM $3.30, big
bullish signal into 5-7 earnings
HP Enterprises (HPE) forming nice bull flag, buyer 1450 June
28 calls here 2.68 offer, strong bullish OI as well
GE Health (GEHC) 18,200 May $62.5 calls buy weakness 0.70,
insider buy last night
Altria (MO) opening sale 3000 September $67.5 puts 2.17
Viavi (VIAV) 700 max strike December $90 calls bought
$7.20
Thansk for the post. 2026 Setup Looks Attractive - With
Guide Out of the Way, Buy TOST Now. We see ample conservatism in
2026 guidance and see plenty of room for positive estimate
revisions. In order to get down to guidance range we assume: 1)
only a very modest increase in net new live locations vs. clear
indication Toast will add more vs. the 30K added in 2025, 2) 3%
SaaS ARPU growth, lower than recent trends suggesting mid-single
digits is sustainable, 3) GPV per location down YoY, again, 4) take
rates only ~1 bps higher, 5) only 20 bps of subscription GM %
expansion, although subscription GMs have been expanding 200bps
YoY, and 6) opex growth accelerating to 23% vs. 18% growth in 2025
– an unrealistic increase. All together, this creates a great setup
for outperformance across the top and bottom line, and at ~14x P/E
and a <0.50x PEG, current levels represent a great entry point
for TOST.
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options today 05/01/2026
Posted by kingpin15 on 1st of May 2026 at 11:14 am
Google (GOOG) also now sees 7000 December $350 puts sell to open 51.10
Apple (AAPL) with 10,000 January $280 high-Delta puts selling to open $22 to $20.40 seeing minimal long-term downside, seen this across large Tech, the tech bull market alive and well
MaxLinear (MXL) bulls back at it with 1250 September $95 calls buying 14.40 to 15.90 early
TWLO wild runner, see this time and time again, when a group is getting killed but certain names show major rel. price-action strength, its usually for good reason, DOCN another example
LWLG bull flag, buyer in Jan 2028 upside calls a week ago
Apple (AAPL) 1000 December $245 puts sold $12.60 bid, OI checks. AAPL size opening sale 9900 Dec. 2027 $250 puts for $24.20. AAPL also large opening sales 10,000 December 2026 $280 ITM puts.
Banking AAPL gains, put sales were a great indicator yet again (and though this monthly flag break seems to just be getting started)
IP raised to Buy at Seaport, 10K June $32.5 call buyer yesterday, quite oversold and value name here with size Jan. 32.5 and 30 short puts in OI as well
Nokia (NOK) buyers 6000 September $19 calls here 1.15 offer, continues to be a strong story from recent write up on massive bullish positioning
BTSG up 11% on results, write up from last year and 2026 top pick, great story there
Toast (TOST) 2500 July $30 puts sold to open ITM $3.30, big bullish signal into 5-7 earnings
HP Enterprises (HPE) forming nice bull flag, buyer 1450 June 28 calls here 2.68 offer, strong bullish OI as well
GE Health (GEHC) 18,200 May $62.5 calls buy weakness 0.70, insider buy last night
Altria (MO) opening sale 3000 September $67.5 puts 2.17
Viavi (VIAV) 700 max strike December $90 calls bought $7.20
TOST interesting
Posted by kalkgrun on 1st of May 2026 at 02:57 pm
Thansk for the post. 2026 Setup Looks Attractive - With Guide Out of the Way, Buy TOST Now. We see ample conservatism in 2026 guidance and see plenty of room for positive estimate revisions. In order to get down to guidance range we assume: 1) only a very modest increase in net new live locations vs. clear indication Toast will add more vs. the 30K added in 2025, 2) 3% SaaS ARPU growth, lower than recent trends suggesting mid-single digits is sustainable, 3) GPV per location down YoY, again, 4) take rates only ~1 bps higher, 5) only 20 bps of subscription GM % expansion, although subscription GMs have been expanding 200bps YoY, and 6) opex growth accelerating to 23% vs. 18% growth in 2025 – an unrealistic increase. All together, this creates a great setup for outperformance across the top and bottom line, and at ~14x P/E and a <0.50x PEG, current levels represent a great entry point for TOST.