A new winner on today’s wheel. Congrats $AMD

The TACO to end all TACOs

I am taking bids

$AVGO step right up and claim your prize!

$CGNT?

$LULU 200 before you need to think about it

I think we we seeing the beginning of a potentially nasty factor move. Potentially triggered by the Karpathy pod from this weekend igniting beaten down software names obviously also have the BYND short squeeze. Everything 50% below its 52 week high is ripping. Momentum unwind

Excited to see how Andy puts a negative spin on this one

If Trump can really get Xi to put the squeeze on Russia would be his greatest accomplishment

I think short dated puts on Semis offer an asymmetric trade here into GOOG, META, MSFT prints. All it takes is one of em to say something remotely cool on capex and they nuke imo Still bullish on any longer time frame. Call it a hedge

NVDA GTC point against the “everything priced in” crew

Junior investment bankers are paid 150k to train to be VPs and so on, not to make this slop

$GOOG back against the wall and executing like the best company in the world right now $MSFT boring $META lit too much cash on fire…again

Bought some $BABA And $PWR today as well as some short term $ORCL calls to gamble

Long AMD 11/28 240P and PLTR 11/28 180C I think this volatility continues next few weeks and these seem more reasonably priced.

Unless scaling laws break still think you can be a buyer on dips particularly for the power names

Called it