Tomas RiveraDemo account

Liked Breadth is repairing, and repaired breadth is what long advances run on by Dana Cho

Liked Earnings implied moves price the second-source story generously Paid by Sofia Marchetti

Reposted Earnings implied moves price the second-source story generously Paid by Sofia Marchetti

Commented on Cheaper inference means more of it, and the cloud rents the capacity by Yara Haddad

Reasonable thesis but I think AMZN is priced for most of this already.

Liked Diesel margins say more about demand than crude does by Greta Lindqvist

Reposted Diesel margins say more about demand than crude does by Greta Lindqvist

Liked Cheap downside protection says complacency, and complacency can last by Sofia Marchetti

Reposted Cheap downside protection says complacency, and complacency can last by Sofia Marchetti

Liked Supply fears are already in the long end by Viktor Reinholt

Liked An order book with a policy clause Paid by Lena Brandt

Liked Billings timing flatters one quarter and borrows from the next by Yara Haddad