MarketChatter

AI

Posted @5:22.31 AM - the companies that are playing this well know that AI is just a convenient messaging strategy for the buildout. No one wants to hear this but the end game is moving all compute to the cloud. Turning the internet and computer usage back into the walled gardens of the 90’s where you are locked into one ecosystem and have to pay a subscription for every service you get through it. Maybe you’ll get a really cool roomba and a self driving car out of it but it’s gonna suck. ____________________________________ Posted @5:22.31 AM - the companies that are playing this well know that AI is just a convenient messaging strategy for the buildout. No one wants to hear this but the end game is moving all compute to the cloud. Turning the internet and computer usage back into the walled gardens of the 90’s where you are locked into one ecosystem and have to pay a subscription for every service you get through it. Maybe you’ll get a really cool roomba and a self driving car out of it but it’s gonna suck. ____________________________________ Posted @5:17.48 AM - >From a shareholder perspective, it all makes sense, fewer employees, lower labor costs, Sure, for now. >higher margins, For about 3 to 5 yeas >and unlimited scale. Nah. Your scale is limited by your consumer base. The more layoffs you make, the smaller your consumer base >Wall Street loves that. But labor is the biggest expense most companies have, and AI is the first technology capable of replacing “thinking” labor at scale. That’s the difference. And it all comes down to, who is going to buy your products? Before you bring that Moody's study about the 10% making the 50% of the consumer spending, take into consideration that you just need 180k a year to ve in the 10%, many of those jobs are white collard jobs (IT in particular), small and medium business, you know, the most affected by AI. These companies investing so heavily in AI is starting to look like more like sunk cost fallacy than anything else. ____________________________________ Posted @5:19.38 AM - Don't forget the self driving AI that occasionally sees the side of a semi trailer as a stretch of open road and accelerates into it. ____________________________________ Posted @5:17.48 AM - >From a shareholder perspective, it all makes sense, fewer employees, lower labor costs, Sure, for now. >higher margins, For about 3 to 5 yeas >and unlimited scale. Nah. Your scale is limited by your consumer base. The more layoffs you make, the smaller your consumer base >Wall Street loves that. But labor is the biggest expense most companies have, and AI is the first technology capable of replacing “thinking” labor at scale. That’s the difference. And it all comes down to, who is going to buy your products? Before you bring that Moody's study about the 10% making the 50% of the consumer spending, take into consideration that you just need 180k a year to ve in the 10%, many of those jobs are white collard jobs (IT in particular), small and medium business, you know, the most affected by AI. These companies investing so heavily in AI is starting to look like more like sunk cost fallacy than anything else. ____________________________________ Posted @5:07.8 AM - Google has research talent, data to train, TPUs for training and inference and cloud platform to host, literally everything in-house. They've got every advantage there is to this AI game. Betting against them is a terrible idea. ____________________________________ Posted @5:03.39 AM - I can’t get over the stupidity of the GOOG Bull OpenAI Bear combo that we constantly see here. Like sure, be either bullish or bearish on the whole AI bubble.. but why tf would OpenAI collapsing due to impossible unit economics be somehow bullish for Google, who’s dealing with the same problem? Obviously Google has more financial runway, but if AI bullshit costs more to produce than it generates via revenue.. that’s not good for anyone in that market. ____________________________________ Posted @5:03.39 AM - I can’t get over the stupidity of the GOOG Bull OpenAI Bear combo that we constantly see here. Like sure, be either bullish or bearish on the whole AI bubble.. but why tf would OpenAI collapsing due to impossible unit economics be somehow bullish for Google, who’s dealing with the same problem? Obviously Google has more financial runway, but if AI bullshit costs more to produce than it generates via revenue.. that’s not good for anyone in that market. ____________________________________ Posted @5:03.39 AM - I can’t get over the stupidity of the GOOG Bull OpenAI Bear combo that we constantly see here. Like sure, be either bullish or bearish on the whole AI bubble.. but why tf would OpenAI collapsing due to impossible unit economics be somehow bullish for Google, who’s dealing with the same problem? Obviously Google has more financial runway, but if AI bullshit costs more to produce than it generates via revenue.. that’s not good for anyone in that market. ____________________________________ MU

Posted @5:18.4 AM - I was a ber for 3 months, lost 75% of my for fun port and was tweaking out. Been a bull for 2 months and broke even on that 75% 2 weeks ago with nothing but leaps. Ofc I got lucky with MU but regardless, theres always hope! ____________________________________ Posted @5:18.4 AM - I was a ber for 3 months, lost 75% of my for fun port and was tweaking out. Been a bull for 2 months and broke even on that 75% 2 weeks ago with nothing but leaps. Ofc I got lucky with MU but regardless, but theres always hope! ____________________________________ Posted @5:11.8 AM - idky bers out in full force tn lmao, they gas up GLD pump that MU is casually matching ____________________________________ Posted @4:58.39 AM - All im hearing is MU and Sandisk. Im done investing in the AI suppliers, more so, the storage creators. 🙏🏼 please god let sandisk open with +15 tomorrowwwww ____________________________________ Posted @4:55.9 AM - !banbet MU $450 1d ____________________________________ Posted @4:54.53 AM - Looks like I’ll be having another good opening tomorrow. MU SNDK and GLD calls ____________________________________ Posted @4:43.52 AM - ! Banbet MU 1 trillion 300d ____________________________________ Posted @4:42.2 AM - !banbet MU 1Trillion 300d ____________________________________ Posted @4:40.25 AM - How much MU do you have? ____________________________________ Posted @4:40.8 AM - Old news bro. What's even surprising is , the same guy Manish sold $10 million worth of MU in last January of 2025. When MU was around $110 dollars. MU is meant to be treasured , not sold. 🌙 ____________________________________ Posted @4:36.21 AM - Bud I hold MU I don’t hold MFST ____________________________________ Posted @4:30.51 AM - MU has gone up more in the past month than MSFT has in like more than half a year ____________________________________ Posted @4:29.18 AM - Buy MU while you still cannn ____________________________________ Posted @4:28.26 AM - Is MU just going to rip straight to 500? I have one deep itm call 3/30 expiry. I was thinking of pressing my luck by trading that for 3 otm calls with same expiry ____________________________________ Posted @4:23.59 AM - I’m worried that there is a chance that SNDK smashes earnings and tanks anyways which will probably drag MU down with it. ____________________________________ Posted @4:22.53 AM - GLD gigapump thats being spammed abt is just MU regular pump overnight 😂 ____________________________________ Posted @4:19.48 AM - Kind of hard for me to justify buying anything other than MU right now ____________________________________ Posted @4:06.22 AM - Every day you don't buy MU is a day you miss out on easy money ____________________________________ Posted @4:01.12 AM - MU is still extremely undervalued guys. It's going to be a $1.5-2T stock ____________________________________ Posted @4:00.40 AM - me: I'm not buying SNDK, MU, STX those stocks continue to rocket.. ____________________________________ MSFT

Posted @5:27.12 AM - MSFT green by open ____________________________________ Posted @5:26.39 AM - The Anthropic that is using Googles TPUs? 😁 It's anthropic and goog vs OpenAI NVDA MSFT and partially amazon. One side is getting their ass kicked right now. ____________________________________ Posted @5:22.59 AM - if MSFT pumps back, can you imagine how high the QQQs end up going? ____________________________________ Posted @5:20.22 AM - Tomorrow will be bloody cuz MSFT scared everyone and Meta won’t hold 700 ____________________________________ Posted @5:13.37 AM - so all in MSFT with current discount ! ____________________________________ Posted @4:38.57 AM - you guys think MSFT is gonna overnight recover? I have tons of shares, but I hedged with puts before earnings, so was thinking to add some shares overnight as we are starting to drift back... ____________________________________ Posted @4:34.27 AM - NOW and MSFT beat and had solid quarters, yet dumped, hard to say. ____________________________________ Posted @4:33.23 AM - MSFT 500 wen 😞 ____________________________________ Posted @4:30.51 AM - MU has gone up more in the past month than MSFT has in like more than half a year ____________________________________ Posted @4:25.58 AM - Not confident. Got burned with MSFT and praying for Meta to hold the line… I would say flat or sell off. I will pass Apple ____________________________________ Posted @4:26.48 AM - I was talking abt MSFT but ur not wrong ____________________________________ Posted @4:27.19 AM - Yep. Looks like that's what the futures are pointing to. NVDA, AMZN, MSFT all down after hours while Goog is up almost 2%. Having to light 60 bil on fire just to compete. ____________________________________ Posted @4:27.19 AM - Yep. Looks like that's what the futures are pointing to. NVDA, AMZN, MSFT all down after hours while Goog is up almost 2%. Having to light 60 bil on fire just to compete. ____________________________________ Posted @4:26.48 AM - I was talking abt MSFT but ur not wrong ____________________________________ Posted @4:25.58 AM - Not confident. Got burned with MSFT and praying for Meta to hold the line… I would say flat or sell off. I will pass Apple ____________________________________ Posted @4:17.59 AM - $MSFT spent $25B on chips in 3 months and copilot is garbage but gold is a bubble? ____________________________________ GLD

Posted @5:11.8 AM - idky bers out in full force tn lmao, they gas up GLD pump that MU is casually matching ____________________________________ Posted @5:08.30 AM - I bought GLD $400 calls in October that expired 12/31. Lost $1k. If expiry was 30 days later, I would’ve made bank. Shit hurts man ____________________________________ Posted @5:04.19 AM - Full porting across the board into all things tech and gold 🤷 MU, TSM, GLD, GDX, AMD, etc... ported calls ____________________________________ Posted @5:04.19 AM - Full porting across the board into all things tech and gold 🤷 MU, TSM, GLD, GDX, AMD, etc... ported calls ____________________________________ Posted @5:04.19 AM - Full porting across the board into all things tech and gold 🤷 MU, TSM, GLD, GDX, AMD, etc... ported calls ____________________________________ Posted @4:56.54 AM - GLD straight up retarded. ____________________________________ Posted @4:54.53 AM - Looks like I’ll be having another good opening tomorrow. MU SNDK and GLD calls ____________________________________ Posted @4:47.5 AM - Idk prolly sell my GLD calls ____________________________________ Posted @4:42.2 AM - God this is way too exciting and intense. I can hardly sleep or think about anything else at all. Jacked to the tits all day. Wtf do I do with this energy??? Totally fried Holding full port SLV calls lol, but going to sell half and put the money into GLD calls at open ____________________________________ Posted @4:39.35 AM - GLD gonna have closed below 500 and open above 600 lmao ____________________________________ Posted @4:38.46 AM - GLD really has a very short refractory period. ____________________________________ Posted @4:33.33 AM - Buying overnight calls on GLD has been free money 90% of the time for the last 3 months. I havn't seen a rally like this in GLD ever. Not even in 2008/2009 Great recession. ____________________________________ Posted @4:29.13 AM - Just put GLD and SLV in SPY. Problem solved ____________________________________ Posted @4:22.53 AM - GLD gigapump thats being spammed abt is just MU regular pump overnight 😂 ____________________________________ Posted @4:15.34 AM - GLD will probably hit 520 intraday then pop again to 530 after hours tomorrow This train isnt stopping ____________________________________ Posted @4:10.28 AM - IT WONT STOP PUMPING 😳 CONGRATULATIONS GLD 500c holders 🫣😁 ____________________________________ Posted @4:00.45 AM - Holy shit, GLD. Keep it coming. ____________________________________ SPY

Posted @5:21.41 AM - If they delete crypto from the internet and put all that money into SPY that would be good ____________________________________ Posted @5:21.41 AM - If they delete crypto from the internet and put all that money into SPY that would be good ____________________________________ Posted @5:03.29 AM - SPY 700 won’t even be able to save my HOOD calls 🤦 ____________________________________ Posted @5:03.29 AM - SPY 700 won’t even be able to save my HOOD calls 🤦 ____________________________________ Posted @5:03.29 AM - SPY 700 won’t even be able to save my HOOD calls 🤦 ____________________________________ Posted @4:56.2 AM - Looks like SPY 7000 guaranteed. tech earnings pretty good so far. ____________________________________ Posted @4:51.25 AM - SPY has a solid lead. ____________________________________ Posted @4:45.45 AM - LEAP call options on AMZN a year out seem promising. It is long overdue for a sustained rally to catch up with the rest of MAG 7. And LEAP put options on SPY 6 months out. 5-10% correction is overdue. ____________________________________ Posted @4:34.43 AM - They really put CVNA into SPY without doing any DD. ____________________________________ Posted @4:32.19 AM - Didn't feel it anymore so I sold my shares a few weeks back. AAPL used to give good returns but now I feel like buying SPY holds more value. ____________________________________ Posted @4:29.13 AM - Just put GLD and SLV in SPY. Problem solved ____________________________________ Posted @4:23.18 AM - When 🌽 goes to zero, maybe the whales will put the money in SPY ____________________________________ TSLA

Posted @5:15.45 AM - Everything looks reasonable infront of TSLA ____________________________________ Posted @5:12.36 AM - TSLA should be $40 ____________________________________ Posted @5:11.57 AM - Anyone who doesn't see that TSLA is an implosion waiting to happen is an idiot or a cultist. ____________________________________ Posted @4:52.13 AM - I dont think anyones making money tmrw on aby TSLA options ____________________________________ Posted @4:43.31 AM - RIP TSLA bers ____________________________________ Posted @4:39.50 AM - TSLA $500 (by Fri) DD: Trust me, bro. ____________________________________ Posted @4:26.6 AM - Also, there are a ton of companies at honestly insane valuations while currently not making a profit or hideously over leveraged. People just assume every company back then was a Pets .com level of meme. When fucking TSLA is one of the biggest companies in the world, there's a serious lack of self-awareness falling back on that talking point. ____________________________________ Posted @4:26.6 AM - Also, there are a ton of companies at honestly insane valuations while currently not making a profit or hideously over leveraged. People just assume every company back then was a Pets .com level of meme. When fucking TSLA is one of the biggest companies in the world, there's a serious lack of self-awareness falling back on that talking point. ____________________________________ Posted @4:24.42 AM - It's amazing that TSLA is up 101% since the beginning of 2023 while the revenue is down. https://preview.redd.it/rgolf1fmt7gg1.jpeg?width=900&format=pjpg&auto=webp&s=4084ec8bbcf42e6de036125643b2a0b30e8b38ea ____________________________________ Posted @4:19.20 AM - $TSLA ALL IN ____________________________________ X

Posted @5:08.7 AM - More like time to get rid of your model S or X because they're never going to maintain the os again. ____________________________________ Posted @4:24.42 AM - This company made ONE (1!) truly great product and they just cancelled it. The model S was legit. The 3 and Y have the interiors of a trash can. The have all the luxury of a Chevy Cobalt. The X was just a goofy S but the S was a really nice car. Now they just make trash. No chance these robots work. ____________________________________ Posted @4:22.9 AM - Stop making Model S and X and make fake robots? ____________________________________ Posted @4:09.8 AM - I highly doubt those b2b sales can make up for the loss of making the model S & X. Extremely bearish if it ends up happening ____________________________________ Posted @4:01.43 AM - The sales numbers for the S & X were a joke (about 30K for both), should have ended it long ago. Overpriced robots, another "look at me" rich person toy. You need a proper 3 row SUV like the Lucid Gravity that doesn't look like the CyberTruck. ____________________________________ S

Posted @5:08.7 AM - More like time to get rid of your model S or X because they're never going to maintain the os again. ____________________________________ Posted @4:24.42 AM - This company made ONE (1!) truly great product and they just cancelled it. The model S was legit. The 3 and Y have the interiors of a trash can. The have all the luxury of a Chevy Cobalt. The X was just a goofy S but the S was a really nice car. Now they just make trash. No chance these robots work. ____________________________________ Posted @4:22.9 AM - Stop making Model S and X and make fake robots? ____________________________________ Posted @4:09.8 AM - I highly doubt those b2b sales can make up for the loss of making the model S & X. Extremely bearish if it ends up happening ____________________________________ Posted @4:08.23 AM - I actually drive a new MY and I love it. The car is very different from earlier iterations of the M3 & MY, but Tesla has basically been a technology company that happens to make cars since the introduction of the first Model S. ____________________________________ Posted @4:01.43 AM - The sales numbers for the S & X were a joke (about 30K for both), should have ended it long ago. Overpriced robots, another "look at me" rich person toy. You need a proper 3 row SUV like the Lucid Gravity that doesn't look like the CyberTruck. ____________________________________ FSD

Posted @4:57.55 AM - That’s a subscription service with a discount when bundled with FSD ____________________________________ Posted @4:39.54 AM - Insanely high R&D spend suppresses earnings, and it’s a “growth stock” - so its actually trading 4-5x the premium of mag7 peers. Mostly due to Elon, FSD, Robots, and cultish optimism. ____________________________________ Posted @4:36.49 AM - I heard the robot will have FSD ____________________________________ Posted @4:17.28 AM - FSD in two more weeks ____________________________________ Posted @4:04.43 AM - could you cite the safety data on Teslas in FSD mode compared to human drivers? thanks in advance. ____________________________________ Posted @4:04.43 AM - could you cite the safety data on Teslas in FSD mode compared to human drivers? thanks in advance. ____________________________________ Posted @3:56.31 AM - So, I'm not going to be as toxic in my response, because I'm not an asshole, but major injuries matter jack all. What's really important is profit generated per vehicle owner to legal expenses generated per owner. Yeah, maybe you have a few deaths in your millions of miles, that's life. You're going to get sued, just accept it. But the amount of money you'll be printing with an infinitely scaling, zero-upkeep, deploy overnight fleet of cars will make those legal fees *fucking irrelevant*. It doesn't matter if people are dying and suing if you're making so much money you can write blank checks to the survivors. People dying in your cars is bad publicity? Doesn't matter. The Model Y is one of the best selling cars in the world and Tesla runs zero ads. Their brand is so strong Elon could walk out into Times Square, drag his balls across a hand-written list of his largest investors and Tesla stock would go *up*. So as soon as Tesla software gets safe enough to turn a profit, they're free. They can turn millions of cars across the country into part time robo taxis overnight; *they don't even need to own the fleet.* They can just roll FSD out to private owners, to vehicles which they've already sold for a profit, and people will *pay* for the privilege of using that software. They will send their cars out to serve as taxis when they're at work, or sleeping. People are already paying hundreds of dollars per month for supervised FSD. Tesla doesn't give a fuck how slow their rollout is because no matter how slow they are they will scale so fast that Waymo's cute head start is meaningless. ____________________________________ Posted @3:47.28 AM - While I love the memes and excitement of this sub, it's time to speculate with evidence. The last paragraph of page 65 of Tesla 2025 proxy statement reads **Award Milestones. There are 12 Operational Milestones to match the 12 Market Capitalization Milestones. Further, the Operational Milestones under the 2025 CEO Performance Award include four Product Goals tied to key indicators of product development and adoption (in lieu of revenue milestones as compared to the 2018 CEO Performance Award), along with prescribed Adjusted EBITDA targets. The four Product Goals are 20 Million Tesla Vehicles Delivered, 10 Million Active FSD Subscriptions, 1 Million Bots Delivered and 1 Million Robotaxis in Commercial Operation. Any previously unmet Operational Milestone can be paired with any of the 12 Market Capitalization Milestones for the shares underlying one of the previously unearned 12 tranches to become Earned Shares (subject to a Deemed Achievement). ** Now let's say you're the world's richest man, so rich that the market itself bends to your will. What do you do to make your trillion? - Gotta hit 20 Million cars, so cut the expensive ones and shift to more volume on the cheap. - 10 Million active FSD subscriptions? I think you're gonna see the price for that subscription drop... or a new teir that makes it a robotaxi too, see below. - 1 Million bots delivered? Preferably get it to work and sell as many as you can... but buy the rest yourself for your personal army. Gunna need it to protect that trillion anyway. - 1 Million robotaxis? That's a lot of taxis my friend. Make it so people with FSD can use their car as a robotaxi as a "commercial investment", then every user of that service is also a robotaxi. - Now for the tough one, Market Capitalization targets. Buy your own stock when you need to, but bonus if you get the company to do it with their money instead. But remember, inflation is your friend here, so phone a friend for higher tariffs or something. ____________________________________ Posted @3:47.20 AM - tesla delivered jack shit. FSD is a lie, it kills people. all it takes is one judgment going against them and the floodgates will open. ____________________________________ Posted @3:18.19 AM - >Furthermore, ongoing ramp-up and progress in its autonomous driving and other software (e.g., full self-driving aka FSD) could also emerge as another emerging economic MOAT for Tesla, with Tesla often being considered as a leader in autonomous driving (aka ADAS) especially among US OEMs Imagine paying for such highly regarded content RIP FSD, but calls it is! ____________________________________ Posted @3:18.19 AM - >Furthermore, ongoing ramp-up and progress in its autonomous driving and other software (e.g., full self-driving aka FSD) could also emerge as another emerging economic MOAT for Tesla, with Tesla often being considered as a leader in autonomous driving (aka ADAS) especially among US OEMs Imagine paying for such highly regarded content RIP FSD, but calls it is! ____________________________________ Posted @3:05.54 AM - Isn't he promised FSD ready by 2022? look at where we are now ____________________________________ Posted @3:00.49 AM - So basically instead of setting hard goals for people to stretch and strive for, you think you shouldn't set goals or only set goals that are easy to achieve? I dont know FSD looks pretty good today. Starship looks pretty impressive being caught by the tower. People sure are enjoying their starlink internet all over the world. The paralyzed people controlling things with their minds seems pretty cool. Keep setting goals Elon, even if you dont hit them, the world will be a better place. ____________________________________ SLV

Posted @5:30.32 AM - So I know y'all want a nice SLV dip by now, right? So do I, so Im going to buy the top right now ✅️ ____________________________________ Posted @5:30.32 AM - So I know y'all want a nice SLV dip by now, right? So do I, so Im going to buy the top right now ✅️ ____________________________________ Posted @5:24.1 AM - #Ban Bet Lost /u/Mindless-Bug-8397 made a bet that SLV would go to 125.0 within **2 days** when it was 96.211 and it did not, so they were banned for a week. Their record is now 0 wins and 3 losses [**Join WSB Discord**](https://discord.gg/wsbverse) ____________________________________ Posted @5:10.22 AM - Every construction company in the world now has to buy #copper futures to hedge against the construction loans they took for their jobs.. #copper will be largest than $SLV #silver ____________________________________ Posted @4:50.48 AM - You and the guy who shorted SLV can jork strangers on a 2 for one deal behind Wendy’s! ____________________________________ Posted @4:42.2 AM - God this is way too exciting and intense. I can hardly sleep or think about anything else at all. Jacked to the tits all day. Wtf do I do with this energy??? Totally fried Holding full port SLV calls lol, but going to sell half and put the money into GLD calls at open ____________________________________ Posted @4:31.51 AM - Just buy SLV calls and then you can afford all the physical you want ____________________________________ Posted @4:29.13 AM - Just put GLD and SLV in SPY. Problem solved ____________________________________ Posted @4:05.45 AM - For $40K you can hodl 400 shares of SLV and make $10K per week selling covered calls ____________________________________ HOOD

Posted @5:21.13 AM - HOOD, TTD, PLTR, SOUN, JOBY, VKTX, ACHR, RGTI, and QBTS are SO buyable right now, like HS generational wealth buyable. ____________________________________ Posted @5:21.13 AM - HOOD, TTD, PLTR, SOUN, JOBY, VKTX, ACHR, RGTI, and QBTS are SO buyable right now, like HS generational wealth buyable. ____________________________________ Posted @5:11.45 AM - HOOD regards have been quiet lately ____________________________________ Posted @5:03.29 AM - SPY 700 won’t even be able to save my HOOD calls 🤦 ____________________________________ Posted @5:03.29 AM - SPY 700 won’t even be able to save my HOOD calls 🤦 ____________________________________ Posted @5:03.29 AM - SPY 700 won’t even be able to save my HOOD calls 🤦 ____________________________________ Posted @4:45.1 AM - I’m in SOFI HOOD POET HIMS COIN UNH leaps ____________________________________ Posted @4:36.39 AM - Next catalyst once I sell my 70 META shares tomorrow is HOOD and AVGO ____________________________________ META

Posted @5:13.6 AM - is META going to crash tomorrow once people put the capex math together ____________________________________ Posted @5:09.20 AM - I paid off my MX-5 with my META proceeds today 😊 https://preview.redd.it/io91arpq18gg1.jpeg?width=1080&format=pjpg&auto=webp&s=e5ba6ff093c27a44a684b447d963474efd5c1932 ____________________________________ Posted @4:50.11 AM - META reported blowout earnings and massive spending on AI build-out this quarter. Seems like it was the same story last quarter, so why the different market reaction this time? ____________________________________ Posted @4:36.39 AM - Next catalyst once I sell my 70 META shares tomorrow is HOOD and AVGO ____________________________________ Posted @4:35.37 AM - META $750 tomorrow feels reasonable ____________________________________ Posted @4:34.15 AM - Will META earnings gap up fade like every time? to buy puts or no? ____________________________________ Posted @3:44.25 AM - Hold on to them. META will be 800 before next earnings ____________________________________ Posted @3:32.21 AM - I missed where Zuckerberg said that by the end of Q4 2025 3.5 billion people use at least META app daily. 3.5B is an unreal number. Half the human population is using at least one META app **DAILY**. Way too bullish. ____________________________________ Posted @3:30.55 AM - zuck is so rich now that he doesn't give a fuck if he burns down all the META cash. even if he does, the ad money printer is going to recoup the losses in a couple years. he won ____________________________________ Posted @3:14.3 AM - I assume that means you took out as many loans as you could, then put it all into META weekly calls and are now a multi-millionaire? That seems like easy as hell money if you were so sure. ____________________________________ CVNA

Posted @5:08.51 AM - I hope you guys got your CVNA calls ____________________________________ Posted @4:36.47 AM - Why CVNA isn’t dumping another 20% ____________________________________ Posted @4:34.43 AM - They really put CVNA into SPY without doing any DD. ____________________________________ Posted @4:23.2 AM - Got lucky. People been getting absolutely torched on CVNA puts for years now. ____________________________________ Posted @4:16.6 AM - That was before it was on the S&P500 index. Now index funds are required to hold CVNA so it’s pretty difficult for the stock to drop below $200 unless it’s removed from the S&P500 or the SEC announces it’s opening an investigation into CVNA. ____________________________________ Posted @4:03.55 AM - Missed the boat on the CVNA drop today huh ____________________________________ Posted @4:03.55 AM - Missed the boat on the CVNA drop today huh ____________________________________ Posted @3:40.27 AM - CVNA is so bad, it's up 3500% in 3 years ____________________________________ Posted @3:38.42 AM - CVNA is going to make SMCI look like child's play ____________________________________ UNH

Posted @5:30.39 AM - Looking for something to buy and saw NFLX all beat up. Wanted to buy but then saw that ARKW is buying and Cramer called it a buy. Guess I will keep looking. Not buying any of this shit that is already way up and not buying anything that Cramer is calling a buy. UNH also looks okay. ____________________________________ Posted @5:30.39 AM - Looking for something to buy and saw NFLX all beat up. Wanted to buy but then saw that ARKW is buying and Cramer called it a buy. Guess I will keep looking. Not buying any of this shit that is already way up and not buying anything that Cramer is calling a buy. UNH also looks okay. ____________________________________ Posted @5:14.9 AM - will my UNH calls print tmr who knows ____________________________________ Posted @5:11.28 AM - MY UNH SHARES ARE DOWN OVER 25% THATS MY BIGGEST POSITION IN MY RETIREMENT ACCOUNT. ok. ____________________________________ Posted @5:10.30 AM - UnHG is cheaper than UNH ____________________________________ Posted @5:09.36 AM - just buy some UNH and NFLX leaps. should be easy money ____________________________________ Y

Posted @5:29.44 AM - Well, the cybertruck certainly isn't dominating sales numbers. So 97% for the 3 and Y makes sense. ____________________________________ Posted @5:29.44 AM - Well, the cybertruck certainly isn't dominating sales numbers. So 97% for the 3 and Y makes sense. ____________________________________ Posted @4:24.42 AM - This company made ONE (1!) truly great product and they just cancelled it. The model S was legit. The 3 and Y have the interiors of a trash can. The have all the luxury of a Chevy Cobalt. The X was just a goofy S but the S was a really nice car. Now they just make trash. No chance these robots work. ____________________________________ Posted @4:06.45 AM - They haven't been flagship for a long time now. They don't have the latest technology and haven't for years. They also only sell 50k a year - really not worth it to keep them around.. That's the real reason they're being stopped. Remember they're the only cars still manufactured in California. Model Y and 3 are manufactured in Germany and China. ____________________________________ SNDK

Posted @4:54.53 AM - Looks like I’ll be having another good opening tomorrow. MU SNDK and GLD calls ____________________________________ Posted @4:36.10 AM - Gold down huge in terms of SNDK shares per oz, yet again ____________________________________ Posted @4:23.59 AM - I’m worried that there is a chance that SNDK smashes earnings and tanks anyways which will probably drag MU down with it. ____________________________________ Posted @4:00.40 AM - me: I'm not buying SNDK, MU, STX those stocks continue to rocket.. ____________________________________ Posted @3:05.53 AM - Thoughts on MU? More potential upside tomorrow leading into SNDK earnings? ____________________________________ Posted @3:01.46 AM - Where the hell is the SNDK gain-pRon? ____________________________________ Posted @3:00.10 AM - I don’t wanna jinx it, but if these SNDK calls hold up, this pink Lambo might just be what I need to win my wife back from her boyfriend ____________________________________ Posted @1:49.44 AM - I’m worried SNDK earnings is going to be a sell the news. I took my profits today and I’ll buy back in after I see the move. Still bullish on the memory cycle ____________________________________ Posted @1:47.24 AM - !banbet SNDK -20% 24H ____________________________________ Posted @1:47.2 AM - I took profits on SNDK. Worried about a sell the news. Will buy back in on Monday regardless ____________________________________ Posted @1:44.25 AM - I need MU to print after SNDK earnings ____________________________________ Posted @1:40.2 AM - After SNDK earnings come out. We should be golden ____________________________________ GOOG

Posted @5:15.54 AM - All I see is GOOG getting ready for liftoff ____________________________________ Posted @5:03.39 AM - I can’t get over the stupidity of the GOOG Bull OpenAI Bear combo that we constantly see here. Like sure, be either bullish or bearish on the whole AI bubble.. but why tf would OpenAI collapsing due to impossible unit economics be somehow bullish for Google, who’s dealing with the same problem? Obviously Google has more financial runway, but if AI bullshit costs more to produce than it generates via revenue.. that’s not good for anyone in that market. ____________________________________ Posted @5:03.39 AM - I can’t get over the stupidity of the GOOG Bull OpenAI Bear combo that we constantly see here. Like sure, be either bullish or bearish on the whole AI bubble.. but why tf would OpenAI collapsing due to impossible unit economics be somehow bullish for Google, who’s dealing with the same problem? Obviously Google has more financial runway, but if AI bullshit costs more to produce than it generates via revenue.. that’s not good for anyone in that market. ____________________________________ Posted @5:03.39 AM - I can’t get over the stupidity of the GOOG Bull OpenAI Bear combo that we constantly see here. Like sure, be either bullish or bearish on the whole AI bubble.. but why tf would OpenAI collapsing due to impossible unit economics be somehow bullish for Google, who’s dealing with the same problem? Obviously Google has more financial runway, but if AI bullshit costs more to produce than it generates via revenue.. that’s not good for anyone in that market. ____________________________________ NFLX

Posted @5:30.39 AM - Looking for something to buy and saw NFLX all beat up. Wanted to buy but then saw that ARKW is buying and Cramer called it a buy. Guess I will keep looking. Not buying any of this shit that is already way up and not buying anything that Cramer is calling a buy. UNH also looks okay. ____________________________________ Posted @5:30.39 AM - Looking for something to buy and saw NFLX all beat up. Wanted to buy but then saw that ARKW is buying and Cramer called it a buy. Guess I will keep looking. Not buying any of this shit that is already way up and not buying anything that Cramer is calling a buy. UNH also looks okay. ____________________________________ Posted @5:27.4 AM - Value investing thinks Disney is a better buy than NFLX lol ____________________________________ Posted @5:09.36 AM - just buy some UNH and NFLX leaps. should be easy money ____________________________________ Posted @3:44.0 AM - NFLX has been dumping for 4 months. ____________________________________ Posted @3:19.34 AM - I need NFLX to stop being retarded and pump ____________________________________ NVDA

Posted @5:26.39 AM - The Anthropic that is using Googles TPUs? 😁 It's anthropic and goog vs OpenAI NVDA MSFT and partially amazon. One side is getting their ass kicked right now. ____________________________________ Posted @4:27.19 AM - Yep. Looks like that's what the futures are pointing to. NVDA, AMZN, MSFT all down after hours while Goog is up almost 2%. Having to light 60 bil on fire just to compete. ____________________________________ Posted @4:27.19 AM - Yep. Looks like that's what the futures are pointing to. NVDA, AMZN, MSFT all down after hours while Goog is up almost 2%. Having to light 60 bil on fire just to compete. ____________________________________ Posted @3:55.17 AM - Reading that NVDA had a $5 Trillion market cap was lingering in my mind for a couple of weeks. I've messed up so many times in the past I decided to take off 50% of my best holding ever and added to some MU that I've owned for years. And OMG ... it worked. After years of shooting myself in the foot I have stumbled and blundered my wayinto what appears to be a "well timed" trade. ____________________________________ Posted @3:25.13 AM - When your uber driver is checking the price of gold at a stoplight and this sub gets solipsistic, I think it's a good indicator that the shit is too hot. Happens all the time. BTC, TSLA run before split, NVDA last year. ____________________________________ Posted @3:19.11 AM - Just applied for a job at NVDA. If I get it. Load up on puts. It means they’re hiring regards. ____________________________________ PLTR

Posted @5:31.41 AM - LUNR 30%, RDW 63%, PL 42%, MRNA 47%, PLTT -10% And guess where I put most of my new free cash in January? I bought PLTR near the top 🫣 ASTS is saving my portfolio. ____________________________________ Posted @5:21.13 AM - HOOD, TTD, PLTR, SOUN, JOBY, VKTX, ACHR, RGTI, and QBTS are SO buyable right now, like HS generational wealth buyable. ____________________________________ Posted @5:21.13 AM - HOOD, TTD, PLTR, SOUN, JOBY, VKTX, ACHR, RGTI, and QBTS are SO buyable right now, like HS generational wealth buyable. ____________________________________ Posted @4:12.13 AM - Not really, how much, 5%? 10%? Micron has gone up more in the past month than PLTR has in 9 months ____________________________________ Posted @4:12.13 AM - Not really, how much, 5%? 10%? Micron has gone up more in the past month than PLTR has in 9 months ____________________________________ Posted @4:10.31 AM - PLTR way oversold ____________________________________ Posted @0:11.57 AM - PLTR? RGTI? ____________________________________

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