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REDDIT

DD: Semiconductors & Shoes and Their Downstream Effects on $AAPL

I'm a 19 year old college student, rent is due in 2 weeks, and I YOLO'd my last bit of rent money after quitting work into $AAPL calls expiring next friday.

[Positions](https://preview.redd.it/fqsjvz039mvg1.png?width=2120&format=png&auto=webp&s=097de363b5e73fdf89edd481330ee3c9e2e252b5)

Netflix drops:

* $12.25B revenue (+16% YoY)
* Ad business doubling to \~$3B
* 60% of new users on ad tier
* Expanding into live events, gaming, vertical video

The stock drops by 8.3% after hours.

On top of this, both $TSM and $ASML saw counterintuitive drops DESPITE amazing earnings reports. Now the news with $BIRD and $MYSE. Everyone and their mom knows AI is a bubble, and the big players are going to start moving out of it into a different tech sector.

$AAPL, despite the rest of the tech space revolving their products around AI, remains staunchly entrenched their own software/hardware push for a more diverse Apple ecosystem. This is AI-proof, especially with the failures that came with "Apple intelligence". With all this money being lost in semis and Apple being the one tech company that doesn't revolve their entire current product lineup around AI, big investors are going to rotate their money in the tech space.

bUt WhY cAlLs BeFoRe EaRnInGs?

Well, my fellow retard, all the big investors are going to see this coming and pump $AAPL before selling the news on.

$NFLX was the final nail in the coffin for tech companies before they pumped and dumped $AAPL too. IV approximates a +/- 3.4% move by 04/23. I don't plan on holding these to expiry, they just need one strong reconciliation before then for me to flip these for a profit.

Stick around to see if I'll make rent or be evicted I guess.