LULU
SubscribersLULU: pricing power is intact
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LULU15 May· 4 min
Noah Adeyemi
3 notes · 13 subscribers · publishing since May 2026
Pricing power, traffic data, and the brands winning share. Consumer reads from the shelf up.
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Notes
3NKE
FreeNKE: margins re-rate from here
Card-spend signals point to a demand turn before the next print.
NKE21 Apr· 8 min
COST — the share-gain story
Traffic data is inflecting ahead of the comp the Street modeled.
COST23 Mar· 3 min
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Track Record
VerifiedLast 30 Days · Shares+0.5%
Cumulative Return · 7 Closed
43%
Win Rate
+4.0%
Best Call
8d
Average Hold
100
Closed Calls · 10 in 30 Days
NVDA Long
$19.23 → $19.57 · Jul 12 – Jul 23 · 11d Hold
+1.8%
ASML Short
$385.63 → $392.92 · Jul 15 – Jul 20 · 4d Hold
-1.9%
AMZN Long
$45.13 → $46.92 · Jul 9 – Jul 19 · 10d Hold
+4.0%
MA Call $471.51
$13.19 → $13.49 · Jun 29 – Jul 6 · 6d Hold · exp Jul 13
+2.3%
ASML Put $404.42
$12.12 → $12.45 · Jul 2 – Jul 5 · 3d Hold · exp Jul 12
+2.7%
PYPL Long
$90.52 → $88.08 · Jun 30 – Jul 5 · 5d Hold
-2.7%
ASML Short
$345.76 → $351.53 · Jun 27 – Jul 4 · 7d Hold
-1.7%
XOM Long
$297.26 → $293.13 · Jun 23 – Jul 3 · 10d Hold
-1.4%
MSFT Call $323.73
$11.87 → $12.66 · Jun 28 – Jul 3 · 6d Hold · exp Jul 10
+6.6%
CVX Long
$115.68 → $118.68 · Jun 24 – Jun 30 · 7d Hold
+2.6%
Live Calls Are Subscriber-Only
The verified record above is public. Subscribe to see live calls as they open — entry, conviction, settlement, and the full thesis.
OptionsModeled
+3.9%
Avg Modeled Return · 3 Closed
100%
Win Rate
+6.6%
Best Call
5d
Average Hold
0%
Each bar is one closed option call's modeled return, oldest to newest. Premiums are modeled with Black-Scholes from the live underlying + its historical volatility, and settle at intrinsic value on expiry — a consistent estimate, not exact traded fills.
Opinion. The author may or may not hold positions discussed. Not advice. Not a financial promotion approved under FSMA s.21. Quote data is delayed. Figures are computed automatically from third-party market data and may contain errors; option figures are modeled, not traded fills. Past performance is not a reliable indicator of future results.