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...
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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.
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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...
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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.
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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...
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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.
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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...
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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.
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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 ...
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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.
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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...
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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.
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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.
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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...
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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.
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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
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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
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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
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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
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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-...
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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.
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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...
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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.
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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 ...
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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.
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sanemi
@sanemi
Bought PM
Puts
down -88.55%
At 1.1, Exited 0.13
Contract:
118 Strike Put for
Oct 18, 24
Thesis
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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...
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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.
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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...
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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.
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Duquesne
@duquesne...
Bought PM
Shares
up 45.54%
At 101.2, Now 174.3
Trims & Adds
[] Currently up $44.4M
[-] 292d ago
Trimmed 490.8K shares @
121.40
[+] 1.1y ago
Initial 963.0K shares @
101.20
Thesis
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Viking
@viking-g...
Bought PM
Shares
up 48.97%
At 97.62, Now 174.34
Trims & Adds
[] Currently up $755.7M
[-] 292d ago
Trimmed 1.9M shares @
121.40
[-] 1.1y ago
Trimmed 2.1M shares @
101.25
[+] 1.3y ago
Added 3.4M shares @
91.44
[+] 1.6y ago
Added 3.7M shares @
95.56
[-] 1.8y ago
Trimmed 3.1M shares @
91.41
[+] 2.1y ago
Initial 9.1M shares @
97.62
Thesis
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