저자: JonNajarian · 외국인
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결론: 엔비디아(NKE 오타로 보이나 자막상 NK)와 브로드컴 등 반도체·기술주 상승 베팅을 유지하며, 소형주 FMSA에도 콜옵션 매수 중이라는 내용. 나이키 관련: 몇 주간 롱 포지션을 유지해 왔고 주가가 꾸준히 올라 55달러 부근까지 밀고 있다고 설명. 6월 30일 만기 55 스트라이크 콜 매수를 언급. 아이폰 관련 수요와 무관하게 점진적 상승 흐름을 강조. 브로드컴(AVGO) 관련: 300대에서 320 수준으로 올라가는 흐름이며, 주식 직접 매수보다 옵션(콜 스프레드, 풋 매도)으로만 접근하는 것이 현실적이라고 설명. 본인과 파트너가 이미 진입해 있고 아이폰 8 출시 기대가 주요 요인이라고 봄. 상승 가능성을 긍정적으로 보나 구체적 목표가는 제시되지 않음. FMSA(페어몬트 산토) 관련: 프래킹용 모래(사운드) 관련주로 소개. 약 4.7~5달러대에서 7월 5달러 콜을 대량 매수하는 활동이 포착됐다고 언급하며 소량 롱 포지션 보유. 연간 고점 13달러 언급. ETSY: 언급만 있었고 방향성 발언은 명확하지 않음. 출연자 전망 요약: 전반적으로 기술주 강세 및 특정 옵션 전략에 우호적. 시장 전체에 대한 리스크 요인은 특별히 제시되지 않음. 소형 종목은 저가 투기적 성격으로 소개. 기타: 항공 보안, 그레이스 켈리 이야기 등 잡담 위주이며 투자와 무관한 내용이 많음. 2017년 6월 방송으로 현재 시세와 무관하므로 실제 예측 평가 시 시점 확인 필요.
다듬은 글
I've no proof when people say you're moral aloof but you're Sensational today's Tuesday June 13th John so it's the investitute podcast I can't forget to mention that and I saw that they won't pay us if you don't I I showed uh I you tweeted out a picture on Instagram of um I guess some lady who flew up to New York with yeah I was flying uh jet smarter out to uh New York into White Plains and uh sat with a friend and a client and uh took a picture of her as we were getting off the plane and uh I guess your mom noticed her fancy purse yeah she said oh that's a a belon Burkin Birkin I'm thinking of something else okay so Birkin and I said mom how do you know that she's like oh the Kardashians carry him around and Grace Kelly had one I'm like oh God here we go nice yeah that's that's the one that Grace Kelly made F famous of course the it doesn't doesn't bear her name but apparently it's named after a lady named Birkin um who was socialite and loved that air mess bag and Grace Kelly used it to hide her baby bump when she was first pregnant she would hold that big old purse in front of herself so that people didn't really see the baby bump as she was uh um you know basically an American princess married the Prince of Monaco right yeah she used to come down the shore she she used to come down to uh Ocean City like me like I feel like I'm Grace Kelly this week that's right you're uh rubbing elbows with the Hoy pooy there Andrew because boy that is American princess by the way uh Grace Kelly Drive I've seen that as you go down the uh yeah down the river towards Manny youngk oh yeah how about that I'll even throw a few of those names out at you Andrew I've been to Philly a few times yeah love Manny youngk by the way but where they do all the rowing and everything the river yeah Grace Kelly Drive on the that winds along the river there it's actually named after the brother because the brother like used to do brick work and he was a councilman yeah so he was big there used to be big signs said Kelly for brick work in Philly the Grace Kelly show well she came from a very U uh Elite family that became even more so of course when she uh married the king of Monaco and there you are traveling with a Birkin bag y b so I'm traveling with a my friend with the Birkin bag it is uh a a pleasure and a uh privilege to be able to do that much business on but everybody's more relaxed on a private plane it's a shared private jet but there's you know I I meet great folks on there I met Nicole on there and uh you can do business with people on those because again everybody's more relaxed than even first class on a regular commercial and everybody's happier because again it's it's not a commercial have to go hassle of getting there to the airport so and all the rest wait you're saying they don't beat you when you go on the plane you don't get beaten and Fred and raped before you get on ah you don't get yeah you don't get the the frisking and all the all they do is basically Andrew they have a dog sniff your bags which I don't believe they do for commercial by the way I know they run them through a machine but they don't have a dog sniff your bags for commercial they do that on private and they you know they check your ID but you don't have to go through you know the all the other stuff that you have to go through for commercial flights that make it just you know so invasive and so much longer because obviously not everybody flies as much as those of us who are Road Warriors do so if you don't again I'm not blaming the folks who don't know what to do when they get to the airport because how would they know oh you got to take this out of your bag you got to take off your shoes in that line you don't have to take them off in this line yada yada I mean it's just you know it it backs up actually I was I was just thinking about taking off your shoes because I was going to segue into Nike you don't have to take your Nikes off no did you are you going to do that because more unusual activity in Nik is that why so are you taking your n shoes off or are you leaving your Nik shoes on John well luckily so I'm TSA Pre so uh that means that when I do fly commercial I can go through that line which means you can leave your shoes on unless they've got metal in them yeah but I'm talking about the trade I'm talking about the trade yeah the the trade I love Nike NK um stocks up again today we talked about it yesterday briefly we've been long this name for several weeks and it's not been a you know a a moonshot but it's just been a slow and steady climber I mean it I think when we talked about it was 52 Andrew it's pushing to 55 or close to it today isn't it yeah so upside call buying at the June 30th 55 strike today for NK the goddess of Victory and you know what isn't that what Phil Knight named it for well yeah the Great Book good story gota read it Che dog love that book what you know the other one that Pete mentioned which is kind of interesting we should talk about is avgo broadcom yeah what do you what what do you think's going on there that's the 300s in that yeah they were buying 300s now they're buying 320 you know the only way to play a Vago is with options anybody doing it any other way unless you're a hedge fund you know you just burning up it's like Amazon you know you can't buy enough Amazon stock because it's a basically a 975 stock or something like that so you got to buy options or call spreads or sell puts but you sell puts you have to have enough money in your account to buy the stock you can buy a call spread and not do that or you of course could sell a put spread um but uh I love it yes please thank you and uh I I like it I like that avago trade Pete's been in it for a while um I jumped on it today Andrew and I think it's going to be uh um a winner for us um and it's probably because the iPhone 8 quite frankly among other things but I think that's one of the big reasons broadcom iPhone 8 baby all right broo okay and then moving on what else you saying to today how much um what did I do I did some of that Etsy Etsy I saw you mentioned that on the show that name I also did fmsa which is like Fairmont santol or something like that it's a uh it's a fracking play and I like that it they they are a sand play for the fracking yeah we can take the outer ring that's great thank you sir um I like that play Andrew I'm in that I was in it from 46 5 I think or 470 this morning I'm still long it they were buying the five calls in July and I think uh I think they bought 10,000 of them or more it's a little and I'm in that one a little cheapy it's like four bucks a share five bucks a share that high is 13 for the year on this thing yep so it's near I love it all right well it's cheap play now you're seeing activity on this one or is this just yep right at the five strike in July oh so it's even shter that's why I'm in it yes sir okay no I like this this one's cheap enough I wonder if it pays a d I gotta look okay so what else you got going on in New York um well I'm flying back right now um I got a meeting with a client and then I've got a softball game tonight so if you're coming over Andrew thank you if you're coming over to uh Nick and dins tonight Andrew I'll see you there then I'll fly back out here tomorrow oh I'm on the beach my friend I'm not going anywhere near Chicago okay just saying in case you were there Andrew Noah no not me I'm gonna gonna go down you know what I'm going to do I'm gonna go down the be the beach for the seventh time today the uh oh yeah well at night time they've been trying to launch this uh rocket from NASA down in North Carolina so everybody goes on the beach around 9:00 and oh yeah you can see it clear as day yeah so I went down the last two nights and they scrubbed it the last two nights so tonight might be the charm if they're doing it tonight all right so that's I hope they do yeah you'll see it on the news for sure all right if it happens well folks remember you can subscribe through iTunes or YouTube YouTube where Nigerian TV and iTunes share it with a friend and uh we'll be there for you tomorrow
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