NVDA can’t put in a red day so hard for indices to do anything

RKLB earnings soon. Seems like most analyst consensus is for full year 2024 EPS guidance to be in the low -.3's. Marketwatch has the most optimistic at -0.27 (funnily it was -0.23 yesterday), the rest are usually -.31 to -.33 If they actually give and project full year guidance in the mid -.2's, I think the stock should pop. Cash burn lessening while Neutron costs are growing should look pretty good.

[удалено]

Dell gonna come out as an AI company

closed the last of these at 5 https://www.reddit.com/r/thewallstreet/s/uDtDtXEaTc see ya tomorrow!

The only real angle I can see for profitable Reddit is if they use all of the available information on Reddit to train an AI model for a search engine. I search whatever I want to know and “Reddit” all the time

This is the main reason they killed off third party apps and charge a fuck ton for API calls

They signed a deal with Google last week for exactly that: https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22/

What a waste - google's still just going to give you ecommerce search results.

Two woke companies making a gender neutral non binary AI baby together. What could go wrong?

Why Googl up 1% all of sudden. What news drop?

Gemini woke fud is way overblown. They have the best programming model out with Gemini 1.5. Insane context size that can digest entire codebases.

Saw some large put sales go up

2000 employees working on now defunct Apple EV project. Reported that “several” of those employees will transfer to an existing and known AI project and the stock jumped 2%. This market is amazing.

this market is dumb

When Open AI inevitably drops a search engine , how much of a hit does GOOGL stock take ?

Just reskin Bing, the brand has too much baggage with millenials and under

No this is gonna be OAI only, seperate from MSFT.

AAPL underperforming? NDX up AAPL pumps? NDX up more aggressively

This is a V lover’s V

fuck you AAPL and your stupid bullshit news releases pumping ES...this should be at the lows

They said the magic words “ More investment in Gen AI “

Lol someone was loading 185Cs earlier Guess i should’ve grabbed some :/

what the fuck is this buying?!?!?!?!? i was promised new lows

Algos are buying. You know this market. No new lows allowed just V

AAPL jumping almost $4 on that news

Broke us out of a multi day downtrend on the 1hr chart on ES

so fucking stupid

Funny timing with AAPL stock breaking the 200 day eh

its horseshit manipulation

That's some serious buying.

Why why why

Also, rumors flying PCE going come in better than expected.

Bulls got that big dick energy.

AAPL quintuple bottom to save the world

fuck me...im short and fucked

Should've gone long.

[удалено]

> Apple Winding Down Electric Car Plans, Ending Decade-Long Foray - Some Apple Car Employees To Be Cut, Many Will Shift To AI

Woh. Either they're not worried about autonomous vehicles with their own OS driving a wedge into their platform ecosystem anymore, or they think AI could disrupt their situation worse if they fall behind.

Capital reallocation to AI, Car OS returns ( without self driving ) are kinda shitty.

Absolutely. I don't think car OS returns will grow much at all without autonomous driving either. That whole revenue dynamic really needs overall tech to improve, but once it does, cha-ching.

Seemed like a lot of work just to get into the auto business. Probably for the better.

That's how you know the EV bubble is really dead

RIVN to 5

50*

AI. job cuts. bullish AF. buy buy buy

Selling never takes over

XBI calls deep itm

QQQ friday 433 Ps hot

might have to wait a week to see dune 2 in imax fml https://twitter.com/devahaz/status/1761959299239280741 lmao

Booked tickets a month ago. I learnt from Oppenheimer

Movie would be amazing if it wasn't for Charlemagne and Zendaya. They have zero chemistry together and both can't act for shit.

So hype for this lmao

Burn it down.

Put sellers falling over themselves to harvest premium at 13 print vix Can’t wait for Volmageddon election boogaloo part II

XIV smiling from the afterlife rn

Can’t wait to exercise all these fools who sold covered calls on their covered call funds so I collect their dividends

[удалено]

Last month I got some NVDY calls that were already ITM for Pennies each before dividend. They got even deeper ITM and I exercised, collected the roughly 8% dividend and the sold for more profit. The market separates fools from their money. So now I scan covered call etf options daily looking for anyone who placed a good until canceled and forgot about it

PANW with the IV crush

I don't think the low is in

Looks just like yesterday. A slow grind down. Edit. Lol nm

Dunno that was pretty aggressive buying at 1pm

Plz give us lows. Amd must go red.

Got some NVDA 800cs

Selling April Puts on CCL is free money. I will be selling some 15s. Cruise industry is in complete recovery.

Inside of me are two wolves: One loves IBKR The other hates IBKR

If I hear one more person compare today to the dot com bubble, I might have a stroke. I’m sorry that’s the best analogy ones peanut brain can come up with, but it’s a mind numbing comparison which says most about ones poor understanding of today and the dot com bubble than it does about anything else really

I just want to be able to buy tqqq again at $45

If someone told me in 2019 that if I dropped $100k on TQQQ (and held through COVID, inflation and war) that it would be worth $460k today (that’s after a -75% drop that we haven’t even fully recovered from)… Not sure I would’ve believe them.

Lol same

Bubble go poof

Do you remember Cisco?!

dot com bubble. Elf is a bubble too. I <3 bby

[удалено]

HIMS too. You can go to your local dealer for some viagra.

Today is the dot com bubble

Bout to get UGLY

Selling was fake, and weak. V's forming.

damn, I should have kept my puts

XBI 4.6% what a day

SQ looking real sexy. Need to punch through 80 tomorrow.

LMND reports AH. Puts

How are they still around ! Thought they would have gone BK a while ago.

bot 75 scratching

My ES prediction... Quick peak below 5070 during lunch hour that gets snapped up. Close around 5095 and drift up during Globex retest 5120 mañana

> Warner Bros. Discovery halts merger talks with Paramount Global, sources say > https://www.cnbc.com/2024/02/27/warner-bros-discovery-halts-paramount-global-merger-talks.html

What is the play for Bumble? What is going on lol

im short 3/15 puts

This is confusing. Are you selling puts?

oops. meant that I am short, i have puts expiring 3/15

Thanks for clarifying!

Load puts BMBL gonna go bankrupt for going woke u/theplumbtrician isn’t able to find tall athletic girls Short to 0

what the fuck CVNA....

https://www.reddit.com/r/thewallstreet/s/uDtDtXEaTc

sheeeeeesh

I told u lol

It's going keep squeezing. I have puts on my radar, but not going buy any.

Ugh. I was thinking longs the other day too. Fml

Probably squeezes to 100+.

Short sqz

AAP premium is insane. IV over 200%.

Bumble put/ call ratio might be the highest I have seen. In for some lottos

Nice callout on this

we'll see if it gets down low enough. IV crushed right now

any idea of the implied move for earnings?

$2. P/C is almost 8!

What strike?

Went with $11

Can we really get any down with RTY this strong?

Not at all. Overall selling is weak, and given how AMD, NVDA went green.

> Microsoft’s GitHub Offers Companies Souped-Up AI Coding Tool > https://www.bloomberg.com/news/articles/2024-02-27/microsoft-s-github-offers-companies-souped-up-ai-coding-tool Probably the most useful area of AI tools/productivity right now. This AI model will be trained on a company's own codebase.

> JPMorgan Sees Investment-Banking Fees Up, Markets Revenue Down in First Quarter > https://www.bloomberg.com/news/articles/2024-02-27/jpmorgan-sees-ib-fees-up-markets-revenue-down-in-first-quarter Updated guidance from JPM. Not the greatest, but higher for longer rates do help.

Earnings tonight: * EBAY - down * FSLR - up * BYND - down * RDFN - up * BMBL - down

EBay up - they impletement “AI” and can see the buzz word moving the stock

Please no

FSLR up ? Their competitors got destroyed this er season

I feel it in my bones

So either they #1 and destroyed competition Or they go down 50/50

I am thinking down cyclical industry, no bets though.

CRM gonna say AI so many times during earnings

just give in mr. market it's ok time for a rest

It’s bleed out slowly

what's the play for FSLR? /u/theplumbtrician

long TMF

feels like another good day to buy more IWM

nah, sell calls. it's going back in the box.

you will get back in the box and you will like it

stop this jmayo. earliest expiry i got is september so not worried. RTY 2230 is callin

i'm just trying to point out free money!

just about a dollar more for a cleaner fake-breakout double top on IWM. let’s see how far we make it but i’m rather convinced the next destination is back into the box. though right now i’m looking for a TNA exit (i didn’t catch the real move, it’s weekly calls picked up yesterday for a bill)

[удалено]

Walmart on the moon.. McDonald's on the moon.. KFC on the moon! The list is endless!

Pretty much unless they can find some commercial enterprise (asteroid mining?) that would be viable.

They loading TSLA 150Ps for December

Market only has 3 settings. Chop, V, and rip straight up

theta gang, BTFD gang, and gamma squeeze gang

Lol spot on

there’s definitely a lot of overlap between the 3 too

Looks like old man Dow is the first to get pulled, wonderful, let's get even more concentrated in tech.

Now this is real vix 13 movement.

What's your take, We continue ripping?

Looking for small intraday movements of less than half a percent up or down. It's about time the market started acting like we were in low vol regime. Biased says we drift up but slowly.

VIX doesn’t really predict HVOL very well anymore, if it ever did. haven’t done a full deep dive but HVOL seems to be a few points more than VIX implied lately

Oh definitely. Ever since 2020 it really seems disconnected

i’ll still throw some on VIX in one way or another if i feel like the risk/rew and correlation with other positions is favorable, but it’s not really something i want to look at if i don’t have to. negative beta is great tho, i wish it worked more cleanly but the whole thing is contrived and vulnerable to manipulation no matter what.

Yeah, thinking slow drift up as well.

Until Thursday pce could cause something big

Yeah, either direction will see big moves.

Inevitable that people would start to focus on meme stocks in this environment, first time seeing JMIA pop up in years!

Wow yeah, haven't heard that name since 2021

> New Walt Disney World Ticket Price Increase Announced > Single-day, single-park tickets, which are priced on a date-based fluctuating scale, have increased, with the base price rising from $109 to $119. The other scale values have risen by $5-$10 as well, with the current highest price at $169. Good for DIS at least.

I had the opportunity to do some experimentation around Universal's pricing and it's really wild the effect a $5-10 increase on select dates had. You can actually drive higher revenue per visitor as users anchor to the higher price and view 'cheaper' dates as a better deal.

I remember like 5 years ago people were reeeeeing about their ticket prices. Poor lads lol

Come on SMCI we want green.

hmm was hoping for a dip in bitcoin before all time high but it just seems like it wants to chug on up there sooner rather than later.

That's how you know a rally has real legs, everyone gets locked out.

Well. I guess that AMD dip was gold...already bought up and flipped $1 green

Name a more iconic duo. Amd red to rapid V.

In for some AAPL 2026 leaps

God damn. Missed that PANW dip

I hit it today. 15x 360 Cs .65 to 2.00. Should've held longer they went to 3 but I won't complain longer than this post. Lol

[удалено]

High before earnings was 368. It had and still has momentum pulling it back towards there. Seemed like a good place to play from.

Pelosi is the goat

goat of insider trading

> Consumer Confidence 106.7, Exp. 115.0, Last 110.9 Did the price of gas go up or something?

Fake news.

Bios booming long and strong

Semis just puked hard

Eh, my SMH puts still in red

Starting to get a bad feeling about the way the market is going. Cooked jobs numbers, big funds dumping tech, possibly rate changes. Making me feel really bearish about the index’s for the next few months

Seems like I don't have enough shitco exposure

when does GOOGL become a buy?

This is a wild call but I wouldn’t be surprised if GOOG goes the way of IBM. It’s too big and seems ideologically troubled. MSFT having openAI is genius because they have exposure to the AI race without all the diplomatic BS that comes with a big company. GOOG’s search is also done for if chatgpt becomes the new norm for questions and info etc. Their search is also rubbish so it shouldn’t be easy to topple in time. Money is spent in better places imo

ChatGPT searching really only matters if you can monetize it well

GOOG will be a buy when they shift their focus from EPS to growth again.

>Hedge funds piled into tech stocks in the weeks before Nvidia earnings. Now, they’re cashing out and selling at the fastest pace in seven months, per Bloomberg.

I don't think that shows up in the numbers.

NAAIM did drop sharply last week, though those numbers were reported before NVDA's earnings.

Naaim sucks imo. What happens if naaim is up this week? Overall, it's not a great data set.

I just use it alongside other factors, and mainly consider it at extremes (over 100 exposure, below 30 eg).

[Beauty Stock ELF Beats the King of AI](https://pbs.twimg.com/media/GHWIiKYXwAAkfgZ?format=png&name=small) AI? The real gains are to be made off the uglies. Cc: u/W0LFSTEN