The Stranger

[The Stranger @TheStrangerEth]

An optimist by nature 🇪🇹

[The Stranger @TheStrangerEth]

Morgan Stanley argues that the current shortage is far from being a temporary AI bottleneck.

In fact, Moore views it as a structural problem, especially in the DRAM space, where supply continues to struggle to keep up with hyperscaler demand.

Essentially, there isn’t a “quick fix” to the problem, and Moore expects the tightness in supply to last for two to three years or longer. $MU

[TheStreet @TheStreet]

The memory chipmaker's remarkable run has sparked a fresh debate about what comes next. https://t.co/fAq1UwdpUk

[zerohedge @zerohedge]

*TRUMP: WOULD BE HONORED TO MEET THE AYATOLLAH

[The Stranger @TheStrangerEth]

That is called gamma squeeze $MU. Will go higher, probably even flip green.

[The Stranger @TheStrangerEth]

If $MU touches 969/68/70, expect a huge reversal. You can literally go all in. NFA

[The Stranger @TheStrangerEth]

You missed another dip buying opportunity.

[The Stranger @TheStrangerEth]

Just like that starts the squeeze: all the way from $971. $MU

[The Stranger @TheStrangerEth]

If $MU touches 969/68/70, expect a huge reversal. You can literally go all in. NFA

[The Stranger @TheStrangerEth]

If $MU touches 969/68/70, expect a huge reversal. You can literally go all in. NFA

[The Stranger @TheStrangerEth]

@The_AI_Investor Are you short $AVGO? I don't own any shares, but your behaviour points to you shorting the company. Dumb.

[The Stranger @TheStrangerEth]

@Mr_Derivatives That was so clear. They pumped it exactly couple of days before earnings - after a long consolidation period- and now they can dump it. Looking at the options chain, it was very clear.

[The Stranger @TheStrangerEth]

@The_RockTrading $425

[The Stranger @TheStrangerEth]

I hope you didn’t miss the $425 level. I expect a strong bounce into the close. $MSFT.

[The Stranger @TheStrangerEth]

$MSFT too many short premiums expiring tomorrow. They will start covering at this level now $MSFT $425.

[The Stranger @TheStrangerEth]

Translation: never short unless you want to live in sand castles. Why am I blocked though @michaeljburry? 😂

[Arm @Arm]

AI is changing what’s expected from a PC.

The next generation of devices won’t just run applications—they’ll help observe, reason, plan, and act across increasingly complex workflows.

At #COMPUTEX2026, the Arm-based NVIDIA RTX Spark marked an important step forward for Windows on Arm and the future of agentic computing.

Powerful AI. Advanced graphics. Exceptional efficiency.

That future requires powerful, efficient compute built for AI from the ground up, built on Arm: https://t.co/yqCpEu1csy

[NVIDIA @nvidia]

We are partnering with @Microsoft to enable secure, user-controlled AI on Windows.

NVIDIA OpenShell runtime for agents will provide governance tools, policy enforcement, and smart local-to-cloud query routing.

Learn more: https://t.co/zPGwz9xQSW

[The Stranger @TheStrangerEth]

$MSFT too many short premiums expiring tomorrow. They will start covering at this level now $MSFT $425.

[The Stranger @TheStrangerEth]

Wondering why $MSFT is down. Likely an imbalance in options flow — too many call‑holders taking profit and new short sellers stepping in at key levels. $425 looks like a solid area of interest. NFA.

[The Stranger @TheStrangerEth]

@oguzerkan Are you short $AMD? you have been posting the same thing every day.

[The Stranger @TheStrangerEth]

@Banana3Stocks It was by design. People don't see that and jump in with options. https://t.co/KMGBdGylGR

[The Stranger @TheStrangerEth]

.@nvidia & @AMD: two great companies with stellar earnings, but different stock price reactions.

Most people are wondering why $NVDA’s stock price isn’t moving as expected despite strong earnings reports. The answer lies in the options chain. The option strikes are not as densely distributed compared to other stocks, making it easier for market makers (MMs) to influence price action.

The next date offering better trading conditions for $NVDA options is 18 June 2026. Before that, it may simply be a waste of money.

Example (29.05.):

Today’s close for $NVDA was harsh - a sharp decline from 217 to 211. On the contrary, $AMD showed the opposite behaviour

$AMD: $10 move up into the closing (29.05. p/c > 1)
$NVDA: $6 move down into the closing ( 29.05. p/c <1)

The reason appears to be options-related. There was a huge call wall ($56m) at $215, and it was quite clear that they wouldn’t pay that much premium.

Additionally, keep in mind that most strikes in the case of $NVDA aren’t available for trading, giving market makers the chance to influence price movement.
That situation seems likely to persist until 18 June.

Stay careful out there. Good weekend.

[The Stranger @TheStrangerEth]

Wondering why $MSFT is down. Likely an imbalance in options flow — too many call‑holders taking profit and new short sellers stepping in at key levels. $425 looks like a solid area of interest. NFA.