Eugenio Guerra

option chain 📊

[The Analyst @MMatters22596]

TOP 20 FASTEST GROWING AI INFRASTRUCTURE COMPANIES:

1. $NBIS | Nebius Group -- 521%
2. $MU | Micron -- 191%
3. $CRDO | Credo Technology -- 170%
4. $CRWV | CoreWeave -- 136%
5. SK Hynix -- 136%
6. $LITE | Lumentum -- 56%
7. $AAOI | Applied Optoelectronics -- 111%
8. $SNDK | Sandisk -- 110%
9. $IREN | IREN -- 95%
10. $SMCI | Super Micro Computer -- 82%
11. $AEHR | AEHR Test Systems -- 75%
12. $ALAB | Astera Labs -- 50%
13. $AVGO | Broadcom -- 50%
14. Samsung -- 50%
15. $NVDA | NVIDIA -- 48%
16. $MRVL | Marvell -- 35%
17. $CLS | Celestica -- 28%
18. $AMD | Advanced Micro Devices -- 30%
19. $ANET | Arista Networks -- 20%
20. $VRT | Vertiv -- 20%

YoY projected revenue growth.

Which of these are you holding?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran's Speaker of the Parliament Ghalibaf responds after Israel attacks Beirut, Lebanon, on the same day President Trump said a peace deal was coming.

He says the Israeli attacks have "shown that America either lacks the will to fulfill its commitments or the ability to do so."

"By giving the green light to the regime, you cannot gain concessions. The game of bad cop and good cop is outdated. If you lack the will and ability to fulfill your commitments, speaking of continuing the path is not possible," Ghalibaf says.

The Iran Deal appears to be at risk again.

[Sam Badawi @Sam_Badawi]

The AI Memory Trade Is Still Being Bought

Forward P/E:

$MU 9.8x
Samsung Electronics 6.5x
SK Hynix 4.3x
$SNDK 10.8x
$WDC 35.3x
$STX 27.6x

[Fam @fammetaX]

one year ago:

$SNDK was $36. today $1,562

$MU was $85. today $746

$WDC was $44. today $480

$10,000 across all three: $289,000

you weren’t broke

you just weren’t paying attention

[Kurt S. Altrichter, CRPS® @kurtsaltrichter]

The $SPX closed back in positive gamma today.

[Salma @salmaogs]

Large $EWY position for $6.1M on the 195 put strike for 7/17exp

[Flow God @FL0WG0D]

$2.4 million into these $INTC calls

[Nico Garcia | IA @NicoGarcia_IA]

Duolingo ya no es la mejor forma de aprender inglés.

Claude lo hace mucho más fácil.

Aquí tienes 6 prompts con los que puedes aprender inglés de forma práctica, rápida y sin perder tiempo.

🔖 Guárdalos para probarlos después 👇

[Orlando Curioso @Orlando71156528]

‼️🇺🇸 🇮🇷 Esto lo escuchamos y no lo creemos, como es posible que el presidente de EEUU, diga sin sonrojarse que le han robado millones de barriles de petróleo a Irán. Y con este pillo es que piensa gobernar, el candidato de la extrema derecha colombiana. 🇨🇴 😳 🤔

[Zachary Markovich @Zac_Markovich]

Red weeks are part of the game. 🫡

[Flow God @FL0WG0D]

Tracked this $SPY bear with X subscribers all day. (Assuming same whale kept rolling)

[Alexander Inspira IA @Alex_Inspira]

ÚLTIMA HORA: Google Gemini ahora puede analizar cualquier acción como un analista de Wall Street (gratis).

Aquí tienes 9 increíbles Prompts de Gemini que reemplazan las terminales de Bloomberg de $4,000 al mes:

Guárdalo en favorito📂

[Nico Garcia | IA @NicoGarcia_IA]

ADIÓS DUOLINGO.
ADIOS CLASES DE INGLES.
ADIOS ACADEMIAS DE INGLES.

Este prompt convierte a ChatGPT en el mejor profe de inglés.

(listo para copiar y pegar) 👇

[Flow God @FL0WG0D]

$QXO - $245K Call buyer

[Flow God @FL0WG0D]

$6.4 million into these $COIN calls

[Catalina Castro @techconcatalina]

🔥BRUTAL🔥

👀 #Binance va a lanzar el TRADING de ACCIONES TOKENIZADAS para usuarios FUERA de EE.UU

[Flow God @FL0WG0D]

$FRMI - $681K Call buyer

[Bullflow.io @BullflowIO]

$1.4M $QCOM 310 Strike Calls 28% OTM 👀

[Flow God @FL0WG0D]

$MRVL - $466K Call buyer. 50% OTM