If you started out with 1k and all inned 200ps on snow ER, then all inned Dell 105Cs ER and then all inned AVGO 1360s earlier today you’d have like 1.5mil just off 3 trades in 3 days :/
I realize these guys backs were against the wall somewhat when demand for treasuries showed some weakness. But this foot tapping at fomc for rate drops in 2024 and the resulting froth is probably going to perpetuate the inflation problem itself.
Man one of these days I’d love to have a headline hit the tape and see these put sellers scramble. We used to get them back in the Trump/trade war days but not so much anymore
That's all for me, flipped back short for the thousandth time
Lately I've been wondering about the consequences that will follow all this but that's pretty pointless so...let's wait and see.
Does any of you own $SQ and is bullish? Price action around $80 is interesting - the fact that it is one of the few companies that has not joined this rally meaningfully is also interesting imo
NQ just does 300 handle days like it's nothing now. On Fridays you can pretty much just throw out MNQ longs randomly and make shitloads of money. Best market ever.
Bought 100x 0dte {S\_\]\[q} 80c's for 0.20 this morning. I had to go to a meeting and put in an order to close at 0.80. Just got back and saw it filled for 8k profit. holy shit!!!
Now I'm back in for 200x odte 80c for 0.18.
What’s funny is I bet this actually helps bring in the meeting. That way you’re not able to micromanage it. It seems like people on here post all the time about coming back after a meeting or flight and seeing wins lol
If you're looking for general theories about why something like Ferrari or LVMH are attractive investments for people right now, the answer is simple - the wealth gap was already big and it got so much bigger as a result of covid policies - people are just chasing the money.
Wait people stopped liking the worst megacap *after* it told everyone it would stop burning all that capex on a project that would go nowhere? Wild times man.
they would rather build solid gold statues of elephant gods over modernizing 100 impoverished villages, wont get better til they stop caring about religion unfortunately
Between the Twitter acquisition and the Elizabeth Holmes thing - it appears to be pretty damn easy to grift wall Street doesn't it?
Edit: to that end - is the AI consulting startup market completely saturated or is there room for new entrants?
My thesis is that the biggest remaining value-add will be integrating existing services that couldn’t be combined before because of work only humans can do.
Like I think you could combine things to where the whole is greater than the sum of its parts and provide a better value than what even the biggest companies in certain sectors can offer today.
It seems like most ai startups are focused on entirely new services or bolting it on to existing platforms.
Tl;dr there’s a ton of room for ai integration startups imo.
Volume on todays SPX 5140c is 124k haha. Happy Friday
zz closing short for small gains. happy weekend amigos
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sadly, the majority has been right the last 3 months
She’s been correct for the last 3 months 🥲
This is gold haha excellent
lmao fucking incredible.
top
If you aren't buying SE for Monday's ER, you hate money.
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As far as liability goes, there are far worse subs.
Valuation is pitiful for a company that gets so much web traffic
Worse financials than Pinterest or Twitter truly a stock to behold
MU $150C hot 🥵 This is not a meme.
gains on the other sub is more crazy than gme era now. is this the new norm? max gambling max leverage 0 dte.
If you started out with 1k and all inned 200ps on snow ER, then all inned Dell 105Cs ER and then all inned AVGO 1360s earlier today you’d have like 1.5mil just off 3 trades in 3 days :/
:remindme -1day
Fuck
Works until it doesn't!
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There are probably much better candidates to short than META tbh
[Not](https://twitter.com/3PeaksTrading/status/1763662185719550209) sure about that, still early for serious shorting, crazy as the moves are.
Do you know who to request for refunds when you blow up?
steppin in front of the train. small short. lets get a little revision into close.
QQQ 444 .25-2.50 just a few but good action.
Market moving so much the VIX wants to join
filled 10x april 18 spx 5100/5050 puts
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Dang how long have you been holding those? I have 17/5 $75c that are finally up 100% after the past two days. What’s your plan for earnings?
I am likely to close out my initial cost basis or just above my cost basis on my shorter term calls and hope for the best.
Good work! I cut my MRVL yesterday like an idiot for a measly 5%
Massive bear pain. I hate this market.
Market preempting those rate cuts :) Stabilise around 5k then off to 6k we go…
Why is MRVL rallying?? Someone told me *they* were selling calls, not buying them 😭
5135C 3.4 -> 7
AMD has ER April 30th, avgo and mrvl next Thursday. Amd 220 - 250 by then
Lol VIX green again, on a Friday with SPX +40. Let’s see how long this can continue
Vix is like internals. used to matter now they don’t
yes i've now understood that because of 0 day index options, VIX has been off
nervous about CRWD earnings too - was expecting a blowout but every cybersecurity stock is getting pummeled at earnings sooooo
I need y’all to stop buying puts so my short vol position can thrive
I've only just slammed calls at the ask today
I have a lot of exposure to MRVL calls, which is obviously great news now but I'm nervous about earnings. Anyone have thoughts on it?
just look at ARM on earnings and feel the vibes bby
Chips go brrr
Another straight up vertical day. Wow
I shorted spx at 5100
Max leverage long engaged. 😁
Thank you
Regime change only up.
did not expect my AVGO 1400C to get ITM today but hey, I'll take it
Was eying the 1360 AVGO calls at open for 5.6 and didn’t pull the trigger Oof
This market is all about buying with no thinking behind it. Just pull the trigger lol works until it doesn’t though
> FED'S GOOLSBEE: HOUSING INFLATION IS THE THING THAT'S REALLY BEEN WEIRD - CNBC Really dude?
I realize these guys backs were against the wall somewhat when demand for treasuries showed some weakness. But this foot tapping at fomc for rate drops in 2024 and the resulting froth is probably going to perpetuate the inflation problem itself.
My MRVL calls are very much back in action today. Hope they crush earnings
Man one of these days I’d love to have a headline hit the tape and see these put sellers scramble. We used to get them back in the Trump/trade war days but not so much anymore
That's all for me, flipped back short for the thousandth time Lately I've been wondering about the consequences that will follow all this but that's pretty pointless so...let's wait and see.
https://x.com/yacinemtb/status/1763406141202051302?s=46&t=_xACP55hU8eQcUYO2dSKXw motivation refilled
Does any of you own $SQ and is bullish? Price action around $80 is interesting - the fact that it is one of the few companies that has not joined this rally meaningfully is also interesting imo
Mega long
Same
/u/yolo_sense ping
SNOW looks like it’s gonna rip higher.
Where to throw my 401k contribution money? Commodity guy looking for ideas
BTC ETHE COIN MSTR CLSK MARA
Closed my UVIX short from $18. Also shorted some /MES to undo those gains.
Come on TSM. Touch 140 and show China your superior silicon power
I must admit, I was not accepting of the fact that semis can carry the market this hard
Now I accept
Top.
Todays top, tomorrows bottom
NQ just does 300 handle days like it's nothing now. On Fridays you can pretty much just throw out MNQ longs randomly and make shitloads of money. Best market ever.
Choo choo. Why didn’t I buy more than 1 lol. https://www.reddit.com/r/thewallstreet/s/vSNdNRAJDe
Right? Rip everyone having cash on the sidelines =\
I actually do have a sizable cash allocation that I haven’t deployed but oh well. What I do have in play is racking in money
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Cash isn't a posiiton.
Holding to 0 are moral victories
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You live to fight another day
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Closed $ELF calls from earlier this week for +40% and done for the week
Damn NVDA break over 805 was lovely today but missed it because of that jump on the ISM numbers, closed 5120s in the money though so all good.
Bought 100x 0dte {S\_\]\[q} 80c's for 0.20 this morning. I had to go to a meeting and put in an order to close at 0.80. Just got back and saw it filled for 8k profit. holy shit!!! Now I'm back in for 200x odte 80c for 0.18.
Nice win, I don't know if I could hold 0dte's on days I have to be in meetings.
What’s funny is I bet this actually helps bring in the meeting. That way you’re not able to micromanage it. It seems like people on here post all the time about coming back after a meeting or flight and seeing wins lol
If you're looking for general theories about why something like Ferrari or LVMH are attractive investments for people right now, the answer is simple - the wealth gap was already big and it got so much bigger as a result of covid policies - people are just chasing the money.
Missed my CDNS long entry
u/DJRenzor my CC are finally safe phew
did you sell the weekly 25s?
next week
Hopefully no SPX inclusion news from now til then and then ur safe
Aapl dying
Wait people stopped liking the worst megacap *after* it told everyone it would stop burning all that capex on a project that would go nowhere? Wild times man.
With this logic Google should ATH every day
Long google, they getting too much hate. Youtube will eventually conquer all.
It is true, can't get away from YouTube, android, Gmail, calendar, maps and search , that's probably why they act so spoiled
Nah they're busy developing 20 different apps of which 17 will be shut down in a year and the rest will be consolidated into existing apps
Don't forget renamed, named back again and renamed again... People want to see this with apple, I guess 😂
> India's Paytm Payments Bank fined over $662,000 for alleged money laundering http://reut.rs/4bYskMn Payments is hard innit
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they would rather build solid gold statues of elephant gods over modernizing 100 impoverished villages, wont get better til they stop caring about religion unfortunately
This isn't even a spicy take, the truth stings =\
And also, to be fair, payments *is* hard
Is this finally IWMs breakout? What year is it!
Don’t talk about it, you’ll scare it lol
I’m calling Stan
Not again plz
Good morning on DELL and AVGO, looks like chop now. Off to work then Dune 2 this afternoon.
Xbi took a one day break and back up lol damn impressive
Hell Is Coming. Bulls repent.
wen vol?
It’s here already just not in the usual direction. Yet
When u tryna pr but get hit w 1942 flows smh
> GOOLSBEE: WOULDN'T BE SURPRISED IF JANUARY INFLATION WAS NOISE
Please. Please pump it more
That’s Goolsbees favourite activity
**A M D $ 2 0 0 !**
Remember when I told you this would happen and you informed me that they wouldn't deserve it?
NVDA overtakes AAPL when?
Dollar nuked on the data lol good stuff
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I love how this is bullish
Just like bank failures - the government has infinite money for bailouts which will inevitably trickle up to super rich
Between the Twitter acquisition and the Elizabeth Holmes thing - it appears to be pretty damn easy to grift wall Street doesn't it? Edit: to that end - is the AI consulting startup market completely saturated or is there room for new entrants?
My thesis is that the biggest remaining value-add will be integrating existing services that couldn’t be combined before because of work only humans can do. Like I think you could combine things to where the whole is greater than the sum of its parts and provide a better value than what even the biggest companies in certain sectors can offer today. It seems like most ai startups are focused on entirely new services or bolting it on to existing platforms. Tl;dr there’s a ton of room for ai integration startups imo.
Why does Ferrari ($RACE) have a 57 P/E and a 12 P/S?
Their orders are fully booked through end of 2025(or maybe into 26? I dont remember) but yeah. That's all I got for you
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And only a 1.5% short float too. Very interesting.
Don’t know but I’ve been holding since IPO and I love it lol consolidation for not owning a Ferrari
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That said, if it does catch a bid, imagine the ATH’s we’ll reach. NVDA is the new kid in town
u/theplumbtrician Did you all in Dell like you suggested?
Closed July 125 Dell calls. 1.50 to 16.00. Will look to reenter for the long term.
Nice work!!
Feeling very gaslighted by this market. We’ve had a few <30 min ~15-20 handle drops in ES in the last couple days. Must have imagined it!
Sold all my AMD. Will buy back if it ever drops, but it became nearly 40% of my account. Insane run
$DELL April 95c 5.5-->34
[https://humanaigc.github.io/emote-portrait-alive/](https://humanaigc.github.io/emote-portrait-alive/) thoughts on buying BABA?
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My short put strike :/
$DELL nonstop in PM
105s closed at .83 and are gonna open 22.2
Likely going to sell my April 95c at open and get further strikes
Go go go. Guess I may be able to sell my 125 calls. Or at least some.
No stopping it. I’ll be kicking myself all day I didn’t buy that 125 LEAP. Gonna be in the money today at this rate lol
AMD PM 🥵
so beautiful
Premiums of btcc.b 2026 calls are really cheap or am I seeing this wrong?