Sameer Managoli

Dreamer, Son, Husband, Dad, Friend . Stay humble, grateful, optimistic and hungry. Stay resilient @Saylor Fan and MSTR Bull

[Sameer Managoli @SameerManagoli]

SOLANA 🛫

@solana

[Sameer Managoli @SameerManagoli]

@GrainofSaltSF @Strategy @saylor @phongle Hopefully @saylor has planned a move to counter this delisting!

[Sameer Managoli @SameerManagoli]

Tuesday: Nvidia slid 5% and the AI trade looked cracked. Wednesday: CoreWeave's beat has chips ripping — NVDA +5%, Micron +13%. Same market, 24 hours apart. After a whipsaw like that, are you buying the AI dip or waiting for Nvidia's earnings next Tuesday? Not financial advice.

[Sameer Managoli @SameerManagoli]

HOOD's down 22% in a month and Dec IV is running ~64%, so I'm selling the Dec 18 $75/$65 bull put spread for ~$2.00. Max loss $800, defined risk on a name that's oversold. #Options #HOOD Not financial advice.

[Sameer Managoli @SameerManagoli]

Apple's sitting right near its highs after a strong earnings beat, so I'm selling the Dec 18 $335 put for ~$3.00. Happy to own it at $332 if assigned — that's the discount entry. #Options #AAPL Not financial advice.

[Sameer Managoli @SameerManagoli]

Midday split screen: Nasdaq +2% while the Dow's basically flat — it's a chip rally, not a market rally. Micron +13%, Sandisk +16%, Intel +9%, but Microsoft's down 2%. One earnings report lit the AI trade back up; the rest of the market's still deciding. #Markets

[Sameer Managoli @SameerManagoli]

$CRWV

This is the one I'm watching today, and it's not even close. CoreWeave reported last night and the numbers are wild — Q3 revenue of $3.66B, up 168% year over year, beating the ~$3.55B consensus, and they raised the full-year outlook to $13.0–$13.3B. Backlog now sits at $132.5B.

The stock's up more than 20% today after closing at $48.73, and it's dragging the whole AI complex with it — Nvidia's bouncing ~4%, Micron's up 12%, SanDisk 15%. Yesterday's hot-CPI selloff is already a fading memory.

But here's the part that keeps me honest: the net loss widened to $709M, and the interest bill nearly tripled to $846M from $310M a year ago. Adjusted operating margin actually narrowed to 10%. This is a company renting out GPUs on borrowed money, and the debt is the whole debate.

The counterweight: management expects about $9B in customer prepayments over the next three months, and the CFO said no more parent-level unsecured debt through 2027 at current yields. If customers keep paying up front, the model works. If they don't, the interest bill eats everything.

Nebius reports Thursday, so we get a second data point fast. I'm watching whether this is the AI-infrastructure trade healing — or just a one-day short-covering party.

$CRWV $NVDA

Not financial advice.

[Sameer Managoli @SameerManagoli]

@saylor Are they buying $STRC or $MSTR?

[Sameer Managoli @SameerManagoli]

Watching Nasdaq futures bounce ~1.8% this morning after CoreWeave's beat — AI stocks getting a breather after Tuesday's hot CPI selloff. But the 10-year's still knocking on 5%, so I'm not calling this a turn yet. #stocks #premarket

[Sameer Managoli @SameerManagoli]

Constant dilution is crushing $MSTR’s price and eroding sats-per-share accretion — a slow, painful death for holders.

@CJ_Bitcoin @saylor @phongle — deliver a clear no-dilution plan now. Treat long-term 5+ year @Strategy shareholders as a reason to stay and incentivize them, before they jump ship.

[Sameer Managoli @SameerManagoli]

Closing bell: the hot-CPI selloff faded by the close — S&P -0.4%, Nasdaq -0.7%, Dow -0.3%. NVDA -5.5% for a second straight day, near its 52-week low, while managed care led (CVS +4.4%). The $42B 10-year auction priced at 5.02% — bond buyers aren't exactly rushing in. #Markets

[Asmit @coolcoder56]

mass layoffs in qualcomm India office 💀

senior engineers are most affected

[Sameer Managoli @SameerManagoli]

AI 🤣🤣🤣

[Anjali dubey @ANJALIDUBEYDUB2]

Whoever made this, THIS IS SO COOL 😭🤌🏼

[Coach Mak | Know Your Money @WealthCoachMak]

Options Greeks cheatsheet 👇👇👇

[Sameer Managoli @SameerManagoli]

@Kalshi Means not buy now… Wait ..

[Sameer Managoli @SameerManagoli]

Monday gave us the best day since April (+2.35% on the S&P) and Tuesday's already handing some of it back. Hot CPI pushed the 10-year back over 5% — Nasdaq -1.3% at midday, tech the biggest drag. December hike odds just jumped past 87%. #Markets

[Sameer Managoli @SameerManagoli]

$TTWO

This is the one I keep coming back to today. Take-Two reported last night and the quarter itself was soft — $1.5B in revenue, down 23.6% year over year, and a $0.29 per share loss. But nobody's buying this stock for last quarter.

The number that matters: GTA VI preorders are already at 7.71 million units and $751 million, per Sensor Tower — most buyers picking the $100 ultimate edition over the $80 standard. CEO Strauss Zelnick called demand "unprecedented" and reaffirmed the November 19 launch, nine days from now.

Management also guided fiscal 2027 EPS of $5.75–$6.00, way above the $2.41 consensus, and reiterated $8.0–$8.2B in net bookings. The stock's already had its best week in five months, up about 13%, trading near $214 premarket.

The question is whether launch week delivers the ~31 million units Wedbush is modeling, or whether the hype is already in the price. I'm leaning toward the launch being bigger than people think — but nine days is a long time to hold your breath.

$TTWO $GTA

Not financial advice.

[Sameer Managoli @SameerManagoli]

🙏

[TheSanskritChannel @SanskritChannel]

✨Learn Shloka 46 of #LalitaSahasranamam with Names, Mantra Forms, and Benefits

📥Downloadable Resources link:
https://t.co/mdErUWtX7P

📥For Monthly members on
Patreon: https://t.co/gD57IQTY3W
YouTube: https://t.co/35f12lcL6j

🔸Note that for every name, wherever there are hypens(-), it is one continuous word, and there are no pauses/breaks there.
👉Take a pause only where there are spaces.

Listen carefully, practise along, and let the sounds become natural. 🌺

🔖FAQs:
🔸In mantra chanting, it is extremely important to pay keen attention to the pronunciation of every sound.🙏
🔸Chanting the powerful Lalita Sahasranamam, is said to bestow the Sadhaka with both Bhoga(Material Well-being), anf Moksha(Ultimate Liberation). The individual benefits of chanting the mantra form of each name is also listed in the sheet.
🔸One can chant Lalita Sahasranama Stotram, and the Mantra forms of Individual names without the need for any specific initiation since these fall under the category of Stuti/Stotram.
🔸Chanting specific mantras of Shri Vidya, like the Panchadashi, and Shodashi Mantras require initiation from a Siddha Guru in order to be effective.

Like • Share • Follow

#Sanskrit #Shakti #Hinduism #SanatanaDharma

[The Ashram @theashramCH]

If you are learning Lalitha Sahasarnamam and want to be exact with your pronunciations.. learn from Challakere Brothers rendition. It’s a leisurely 45 minutes .

For a more melodious female version, Kavitha Chinnaiyan.

To compare: I finish my daily chanting in 20 minutes.. you need 45 minutes to listen and absorb to learn.

[Sameer Managoli @SameerManagoli]

@WesEarnest 100% ...

@CJ_Bitcoin @saylor @phongle Need clear action plan without dilution before long term holders jump the boat after being in @Strategy @MSTR for last 5 years.

[Sameer Managoli @SameerManagoli]

@mstrinvestor MSCI Removal is already priced in! Only surprise will be if they are kept in the index :)

@Strategy better use some of the cash reserves to buy back @MSTR on the same day to preserve value instead of free fall...