r/wallstreetbets_wins

I Bought CVS 112C 07/24 x10 at .35 which was a good price

honestly Let’s see how it goes,

that CVS 112C signal played out quite well tbh

Wanted to drop a quick recap on how the CVS 112C swing from the channel is doing so far.

Entry was called at .35, and it’s already moving decently . The current screenshot shows the position sitting at +47.3%, with plenty of room left before expiration if momentum continues.

Solid start to the trade for anyone who got in it at entry. We eating good already. If you also wanna catch the next plays, Join Us Now, I attached the link to my bio

GOOGL Q2 2026 (Apr - Jun 2026) Quarterly Results:

Revenue = $119.8 billion (up 24% YoY)

• Ads = $81.6 billion (up 14% YoY)
• Cloud = $24.8 billion (up 82% YoY) [Includes the sale of TPUs for the first time]
• Subscriptions = $12.9 billion (up 15% YoY)
• Other Bets = $0.4 billion (up 2% YoY)

Operating Income = $40.8 billion (up 30% YoY)

Net Income = $112.1 billion (up 398% YoY) [Includes $98 billion other income (net gain from equity)]

Earnings Per Share = $9.11 (up 394% YoY)

Revenue Backlog = $519 billion (up 13% QoQ) [Includes $514 for Google Cloud]

Capital Expenditure = $44.9 billion (up 100% YoY)

• 2026 CapEx guidance: upgraded from $180-$190b to $195-$205b.
• 2027 CapEx guidance: "to increase significantly"

TTM Free Cash Flow = $53.3 billion (down 20% YoY)

• FCF guidance: "will remain under pressure by our investments in technical infrastructure"

Gemini models: 22 billion API tokens per minute (up 37% QoQ)

Gemini App: 950 million active users per month

Quarterly Dividend = $0.22 per share (unchanged QoQ)

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GOOGL News Updates: Apr - Jun 2026:

Added to Dow Jones Industrial Average.

HSBC partnered with Google Cloud to expand AI usage.

Increased the size of its equity capital raise to $84.75 billion to expand AI infrastructure.

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Position: Long GOOGL (since 2021). NFA.

As with the last few amazing earnings, Google is likely to have extreme blowout earnings with all the increased ad revenue and their other offshoots and investments recording record highs.

How much are they going to drop after earnings for no reason do we think?

TL;DR for the smooth brains: 106% + 10% = 116%. The math has broken and the trap is officially sprung. 🚀

Here is the exact mechanical chain reaction of why this filing represents the absolute endgame:

According to Nasdaq data, eBay was already 106.21% institutionally owned before the GME filing. This is only possible because the exact same shares are lent out, shorted, and re-bought in an endless loop, causing multiple institutions to report owning the same underlying assets. It’s a pure paper game.

On Friday, Ryan Cohen didn't choose a cash settlement (where they just pay out the net dollar difference). He demanded physical settlement for GME's ~10% position (~39M shares). He literally said: "Give me my real, unlent shares."

With 106% already locked up by passive institutions and GME now demanding an additional 10% of real shares, we hit a hard wall at 116%. These shares simply do not exist on the free market.

The market makers cannot locate or deliver these shares -> Massive Failures to Deliver (FTDs) start piling up on Monday morning.

Once these FTDs age out and breach regulatory deadlines, a brutal, automated forced buy-in kicks in. The brokers of the counterparty must go into the open market and purchase eBay shares—at whatever price the market demands.

As forced buying relentlessly drives eBay's price vertical, the value of GME’s $4.35B equity stake explodes minute by minute. GME’s balance sheet becomes astronomically valuable, cementing an un-shortable fundamental floor for GME, which simultaneously forces GME short-sellers into immediate capitulation.

The system completely checkmated itself through its own endless greed with share lending.

Tits. Are. Fucking. Jacked. 🩳🏴‍☠️💀

Hey guys, I finally cleared up $10k in cash to invest and I'm looking closely at MSFT.

It’s currently down roughly 19% YTD and trading around $385 down from its peak of $555. The market seems to be panicking over their $190b projected 2026 AI spending budget but their core cloud business Azure is still growing at a massive clip.

At a PE of around 22, this feels like the cheapest we have seen MSFT in a long time.

Am I catching a falling knife or is this a rare opportunity to buy a generational compounder at a 30% discount from its highs? Would love to hear your thoughts on whether I should dump the full $10k in now or spread it out. I prefer the former but let's hear from you. Thanks!