Posts
MRVL- How are we feeling pre earnings?
Sk Hynix is a huge opportunity
Sk Hynix is one of the cleanest ways to play the AI memory cycle right now : The company dominates HBM, the high bandwidth memory that NVIDIA relies on for its most advanced GPUs, and supply is still tight. NVIDIA said yesterday that memory is still in a massive shortage …
$119k VTI/VXUS long position YOLO. I'm a wild and crazy guy.
Being flipping so many $META leaps that I finally broke even.
I have 80k sitting next to me if meta dips back to 530-520. For the past week I’ve made trades that broke even from my last post. This time I’m approaching this differently, I’m not going all in at an option price that maybe too high. My DD for meta …
Nvidia agrees to buy Hugging Face for $12.9 billion, report says
$30,000 YOLO NVDA $225 strike 8/28 put - Be a Good Player, Risk giving half of it all back
closed out the calls 45 minutes ago, now time to pile in the book opposite of you FOMO buyers
AUR - Are U Regarded? Why yes, yes I am. $20k YOLO
Read some other regard's DD a couple days ago and went all in. 57 leaps for 2028 and 2300 shares.
$18,000 YOLO - MRNA 8/28 $145 strike put - did they uncure cancer overnight?
rumors about an offering all week ended up manifesting. closing this one at the open fr. gg to all the fomo bidders yesterday
$50,000 YOLO NVDA 8/28 exp $217.5 strike call - when to take profit?
hell people even Michael Burry was playing calls into the ER. free money is free
Supply constraints Nvidia
So, yesterday during the investor call for Nvidia I have noticed that Jensen has not answered concretely what kind of impacts the current "political trends" heavily skew more towards stopping the data center buildout on both sides as it has become quite unpopular in the US but also other countries. …