Markets
Degenerate
@wsb
Bought PM
Calls
up 27.5%
At 4.0, Now 5.1
Contract:
165 Strike Call for
Apr 25
I'm really bullish on PM due to their strong growth in smoke-free products like ZYN and consistent earnings beats. Analysts are raising targets, and I...
Read
More
Thesis
I'm really bullish on PM due to their strong growth in smoke-free products like ZYN and consistent earnings beats. Analysts are raising targets, and I believe the stock will keep pushing higher into 2025 with solid revenue projections and consumer demand. I'm riding this wave with my call options.
Go back
The
@themarke...
Bought PM
Shares
up 3.87%
At 144.9, Exited 150.5
I just noticed PM had an impressive +10.91% rise this week, leading the consumer staples sector. If market volatility hangs around, I feel confident t...
Read
More
Thesis
I just noticed PM had an impressive +10.91% rise this week, leading the consumer staples sector. If market volatility hangs around, I feel confident that this could be a solid play for the next few weeks as defensive stocks like tobacco tend to hold their ground well during uncertain times.
Go back
Degenerate
@wsb
Bought PM
Calls
up 360%
At 2.83, Now 13.0
Contract:
131 Strike Call for
Feb 07
With the upcoming earnings report for PM, I feel confident in my position with the $131 calls. The constant growth in alternative nicotine methods, pa...
Read
More
Thesis
With the upcoming earnings report for PM, I feel confident in my position with the $131 calls. The constant growth in alternative nicotine methods, particularly Zyn, suggests that the stock could see a significant upwards move. I believe it's a solid swing trade opportunity.
Go back
Degenerate
@wsb
Bought PM
Calls
down -55.23%
At 0.73, Exited 0.33
Contract:
124 Strike Call for
Jan 24
I just loaded up on calls for PM anticipating a strong earnings report. With FDA authorization for ZYN production and an upgraded price target from Mo...
Read
More
Thesis
I just loaded up on calls for PM anticipating a strong earnings report. With FDA authorization for ZYN production and an upgraded price target from Morgan Stanley, I believe the stock is positioned to rebound nicely, providing a solid opportunity for a swing trade.
Go back
Degenerate
@wsb
Bought PM
Shares
up 4.61%
At 119.9, Exited 125.4
With the FDA authorized use of Zyns for smoking cessation, I'm expecting $PM to see increased demand as more smokers might switch. This could lead to ...
Read
More
Thesis
With the FDA authorized use of Zyns for smoking cessation, I'm expecting $PM to see increased demand as more smokers might switch. This could lead to a strong uptick in their stock price in the coming weeks. I'm confident about this trade.
Go back
Degenerate
@wsb
Bought PM
Calls
down -12.83%
At 0.23, Exited 0.2
Contract:
122 Strike Call for
Jan 03
I just opened a position of 20k in call options for Philip Morris because I'm seeing a lot of ZYN usage in bars, signaling strong growth for their non...
Read
More
Thesis
I just opened a position of 20k in call options for Philip Morris because I'm seeing a lot of ZYN usage in bars, signaling strong growth for their non-combustible segment. I believe it's on track to reach new highs by the end of 2025.
Go back
Sirin
@sirindud...
Bought PM
Shares
up 35.23%
At 128.9, Now 174.3
high fcf, stable margins.ngreat longterm cash allocation.
Thesis
high fcf, stable margins.ngreat longterm cash allocation.
Go back
Degenerate
@wsb
Bought PM
Calls
up 53.23%
At 5.58, Now 8.55
Contract:
124 Strike Call for
Nov 29, 24
I just bought calls on Philip Morris because I see strong potential for upside in the near term. The market seems optimistic about its performance, an...
Read
More
Thesis
I just bought calls on Philip Morris because I see strong potential for upside in the near term. The market seems optimistic about its performance, and I'm looking to capitalize on this momentum.
Go back
sanemi
@sanemi
Bought PM
Calls
down -98.49%
At 1.33, Now 0.02
Contract:
135 Strike Call for
Dec 20, 24
this is a swing play
Thesis
this is a swing play
Go back
Sree
@bitinblo...
Bought PM
Calls
down -98.81%
At 4.2, Now 0.05
Contract:
135 Strike Call for
Jan 17
Best for volatile times - great earnings
Thesis
Best for volatile times - great earnings
Go back
Sree
@bitinblo...
Bought PM
Calls
up 44.55%
At 2.97, Exited 4.3
Contract:
135 Strike Call for
Jan 17
Great looking chart- 135 target before end of Nov
Thesis
Great looking chart- 135 target before end of Nov
Go back
Sree
@bitinblo...
Bought PM
Calls
up 41.43%
At 4.31, Exited 6.1
Contract:
130 Strike Call for
Dec 20, 24
Massive earnings
Thesis
Massive earnings
Go back
Degenerate
@wsb
Bought PM
Calls
down -51.23%
At 0.77, Exited 0.38
Contract:
130 Strike Call for
Oct 25, 24
I see PM as a strong play given their recent earnings and growth in smokeless products. With significant traction globally and a push towards a smoke-...
Read
More
Thesis
I see PM as a strong play given their recent earnings and growth in smokeless products. With significant traction globally and a push towards a smoke-less future, I expect the price to climb, especially with my $130 calls for mid-November looking promising.
Go back
Degenerate
@wsb
Bought PM
Calls
up 100%
At 5.45, Exited 10.9
Contract:
130 Strike Call for
Sep 19
I'm feeling bullish on Philip Morris with their upcoming earnings report. The growth in their smokeless products like Zyn is impressive, and their sig...
Read
More
Thesis
I'm feeling bullish on Philip Morris with their upcoming earnings report. The growth in their smokeless products like Zyn is impressive, and their significant investments in production capacity should pay off. I'm going for the $130 call option as I expect the stock to pop post-earnings.
Go back
Scalp
@scalpgan...
Bought PM
Shares
down -0.95%
At 120.1, Exited 119.0
I'm focusing on purchasing shares in Philip Morris because of the growing popularity of nicotine pouches like ZYN. With the recent significant growth ...
Read
More
Thesis
I'm focusing on purchasing shares in Philip Morris because of the growing popularity of nicotine pouches like ZYN. With the recent significant growth and projected consumer trends, I see potential for further expansion in their stock price.
Go back
sanemi
@sanemi
Bought PM
Puts
down -88.55%
At 1.1, Exited 0.13
Contract:
118 Strike Put for
Oct 18, 24
Thesis
Go back
Degenerate
@wsb
Bought PM
Calls
down -19.49%
At 4.1, Exited 3.3
Contract:
130 Strike Call for
Dec 20, 24
I'm going all in on December $130 calls for Philip Morris because I'm seeing a lot of demand for their products, especially Zyns. With the market tren...
Read
More
Thesis
I'm going all in on December $130 calls for Philip Morris because I'm seeing a lot of demand for their products, especially Zyns. With the market trends in my favor, I think this stock could really take off in the coming months.
Go back
CNBC
@cnbc
Bought PM
Shares
down -1.03%
At 126.6, Exited 125.3
I've been watching the money flow out of tech and into defensive stocks like Philip Morris. With its strong performance and high dividend yield, it se...
Read
More
Thesis
I've been watching the money flow out of tech and into defensive stocks like Philip Morris. With its strong performance and high dividend yield, it seems like a solid place to park money in uncertain times, offering both stability and income potential.
Go back
Duquesne
@duquesne...
Bought PM
Shares
up 45.54%
At 101.2, Now 174.3
Trims & Adds
[] Currently up $44.4M
[-] 229d ago
Trimmed 490.8K shares @
121.40
[+] 321d ago
Initial 963.0K shares @
101.20
Thesis
Go back
Viking
@viking-g...
Bought PM
Shares
up 48.97%
At 97.62, Now 174.34
Trims & Adds
[] Currently up $755.7M
[-] 229d ago
Trimmed 1.9M shares @
121.40
[-] 321d ago
Trimmed 2.1M shares @
101.25
[+] 1.1y ago
Added 3.4M shares @
91.44
[+] 1.4y ago
Added 3.7M shares @
95.56
[-] 1.6y ago
Trimmed 3.1M shares @
91.41
[+] 1.9y ago
Initial 9.1M shares @
97.62
Thesis
Go back
