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@AdityaInvests90 NVDA trades with Bag-7 and those go down when semis rally.

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@RJCcapital It's all priced in. I have never seen semicap stocks this expensive...

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@ariaradnia He sold it because of China risk, but somehow still holds AAPL🙄

I don't understand why they didn't just buy another semiconductor stock like ASML...

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@degentradingLSD What do you think about Hang Seng rallying while rest of Asia is having a bad day?

Potential rotation starting or a bear market rally?

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@TheLongInvest Why to buy it at 120$ when you can buy it at 20$ later?

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@jukan05 They need a thesis to maintain a buy rating on WFE stocks, which have never been this expensive. If those stocks were to go up another 50%, they'd just assume someone spends even more, adjust multiples, etc.

Take it with a grain of salt. 🙄

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@TheBigBerbowski Samsung electronics rallying while SK Hynix is red is interesting.

Maybe the Nvidia news affects SK Hynix?

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@HyperTechInvest Google owns a lot of SpaceX stock. Obviously they wanted to prop then up before the IPO.

It will be interesting to see did they sell, since they need so much money now.

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@TheBigBerbowski He is trying to bottom fish software, china and fintech, while shorting ai stocks. I don't think it's necessarily a bad trade. Those shorts could also be just a hedge if the market were to fall.

He does not need all of those bets to workout.

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@vontuchman Anthopicin kasvu on tapahtunut OpenAi:n kustannuksella. Ai:lle löytyy tarvetta ainakin nyt kun se on halpaa...

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@degentradingLSD What do you think about NVDA showing unusual strength today relative to other semis?

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@JarmoFriman @Wilenius14 @vontuchman @Stickstrom Onko NFE:ssä risk/reward noussut laskun myötä?

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@WagieCapital EPS hasn't materially improved in years, but the stock keeps going up 🤣

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@babyfolio I bought some Samsung electronics, since it has been underperforming the DRAM rally. It's foundry business benefits a lot now since TSMC is capacity constrained.

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@labubu_trader @IamRamenPanda Shorting euphoria/optimism and buying pessimism. I don't know is it really such a bad trade?

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@degentradingLSD Yes, but it will not help his shareholders. All of those coverable bonds are out of the money..

Looking bleak unless crypto makes a comeback.

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@au_xbt I doubt Jensen will let neos collapse. Propping up CoreWeave is a small cost to him. Letting it go under would mean that billions worth of Nvidia hardware would be auctioned off and released to the market.

How much he lets them prosper alongside Nvidia is another story.

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@Wilenius14 Ostetaan putteja (vakuutus/betti sen varalta että markkina laskee), indexien on vaikea pudota paljon ellei porukka ala oikeasti myymään osakkeita.

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@vontuchman Mielenkiintoista että myös Nvidiaa myydään nyt muiden bagnificent 7 yhtiöiden kanssa, vaikkei korkeat komponentti hinnat ole vielä iskeneet Nvidian tulokseen.. monet muut puolijohdeosakkeet ovat kuitenkin vihreinä tänään 🤔