Last year, Oracle delivered one of Smiddy's biggest wins. Going into their investor day after earnings, he was long 100,000 shares. The stock popped $10 overnight, and he was calling the client saying, "Check P&L – we just made a million dollars." We trimmed, re-traded, and gave some back, but that initial move was just right place, right time. One of those moments where you look at the P&L and can’t believe it.
Steamroom Trading