Happy Friday, traders…
Here are my top 4 Smart Money Setups…
NFLX Mar 20 $90 Calls
Netflix Inc. (NASDAQ: NFLX) announced an $82.7 billion deal to acquire Warner Bros. Discovery in December 2025. The stock immediately crashed 24% from $103 to $78. Investors didn’t want Netflix loading up on debt and legacy media assets. The deal fundamentally changes Netflix from a tech-first streaming platform to a legacy-heavy media titan.
Then Paramount came in with a hostile bid at $31/share (versus Netflix’s $27.75/share). On February 24, Warner Bros. board called Paramount’s bid “potentially superior.”
Here’s the paradox: NFLX rallied 6% on that news. The market is pricing in relief that Netflix might walk away from this deal.
If the deal falls apart or Paramount wins, NFLX could rally back toward $90-$95 as investors celebrate Netflix avoiding an $85 billion debt-fueled acquisition.
Sometimes losing the bidding war is actually winning.
AMD Mar 13 $225.00 Calls
Advanced Micro Devices Inc. (NASDAQ: AMD) just landed the biggest deal in the company’s history. On February 24, Meta announced a multi-year partnership to deploy up to 6 gigawatts of AMD Instinct GPUs (a deal potentially worth over $100 billion). Shipments begin in the second half of 2026.
Meta diversifying away from Nvidia and committing this kind of capital to AMD validates the company’s position in the AI chip race.
The stock initially gapped up 10% on the news, now it’s bull-flagging off two red days. A nice pullback entry point.
I’m watching for a move back toward $225 and potentially higher as the market figures out how big a deal this is.
MBLY May 15 $11.00 Calls
Mobileye Global Inc. (NASDAQ: MBLY) has been consolidating in the low $8s after a huge downtrend.
Now the Smart Money is hammering these May calls. Interesting…
Any move in this chart could send these calls blasting.
PYPL Apr 17 $50.00 Calls
PayPal Holdings Inc. (NASDAQ: PYPL) just caught a massive bid on acquisition rumors. On February 24, Bloomberg reported that Stripe is considering acquiring all or parts of PayPal. The stock surged from the low $40s to over $47 in a single session, a 7% pop on massive volume.
PYPL has been beaten down hard. The stock crashed from its 2021 peak near $310 to a recent low of $38.46 (52-week low). Trading at just 8x forward earnings with $6.4 billion in free cash flow, this is deep value territory.
The Stripe rumors validate what value investors have been saying: PayPal is massively undervalued.
And these are cheap calls (with a huge gap to fill).
Have a great weekend,
Ben Sturgill
P.S. There’s a reason certain stocks melt up on Monday mornings with “no clear catalyst.”
Jack Kellogg spent years and $1.5 million building a proprietary system to score this exact phenomenon before it happens…
Click here to join us when we go live (and see why this Monday is one of the most explosive setups of the year).
*Past performance does not indicate future results