2 ideas from this batch

Meta launches a cloud business and the stock explodes 15% in a week — short the overextended rally

A 15% weekly surge on the back of a new business line launch is a massive move for a trillion-dollar company. While the cloud business is a legitimate long-term catalyst, in the short term, vertical rallies like this exhaust buyers quickly.

Growth stocks get punished on good news — play the Amazon earnings panic with options

Netflix just beat earnings estimates and the stock still dropped 12%, showing that investors are in a punish-first mood where even good news gets sold. Bond yields are signaling that rate-hike fears are driving this behavior, making it extr