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Nvidia! Earnings calls, AI monetization, and CapEx discussion from big boys will KILL AI hardware bubble theory
Calls on Nvidia? What's your bet? I think after Google announces July 22nd and Meta Microsoft on the 29th Nvidia will be adopted by pension fund laggers. !banbet NVDA 220 30d Did I do that bb right?
IBIT Options on M & W discontinued?
For several months I have been selling covered calls on IBIT every M, W, and F. However, I don't see any listed Monday or Wednesdays going forward. I use Etrade. Does anyone know if they have been cut back to just weeklies (Fridays)? If so, why? I called Etrade and …
Don't overcomplicate AI investing
Do you believe AI is transformational technology? Do you believe we are building something equally or more intelligent than homo sapiens? Do you think it is as important as nukes in terms of cyber defense and geopolitics? Do you think everyone needs sovereign AI not to depend on other countries? …
GOOGL earnings 7/22 the GAAP number is going to look insane
The GAAP EPS estimate is $2.89. Google is going to report something closer to $7 (maybe $5-7 because I trusted Gemini math, and yes I recognize the irony). Google owns \~5-6% of SpaceX. SpaceX IPO'd June 12, and on June 30 SPCX closed at $170.86, valuing it \~$2.25T. Google's Chunk …