Luke Poling

Pepperdine Graziadio | Options Enthusiast

[Luke Poling @poling_luke]

@tastyliveshow End of an era! Looking forward to seeing what comes next for and hope Tom is a frequent guest. Learned an enormous amount and am grateful for all the learning and wisdom.

[Cully Cavness @Electron_Cowboy]

"The biggest risk with AI is that we don't go big enough. Crusoe is here to liberate us from the island of limited ambition,” said @peterthiel, Partner at Founders Fund.

https://t.co/yccnaYo0au

[Geiger Capital @Geiger_Capital]

When people say that the economy is super strong, please understand…

We are running a HISTORIC deficit.

6.3% of GDP. Never seen before outside of WW2, the GFC or Covid.

If we weren’t running this deficit and balanced the budget, or even got close, GDP would collapse.

[Victor Jones @victorJ0NES]

And this, my friends, is why they kept him from within 100 miles of a debate stage.

[Luke Poling @poling_luke]

Gentleman there is hope for the future 😂

[Alex Clark @yoalexrapz]

I need a man to tell me what the Japan stock market crashing means Ty!!!! Preferably over steak!!!

[Luke Poling @poling_luke]

Revenue ⬆️ $11B YOY

Operating Expenses ⬆️ less than $3B (mostly COGS).

R&D was up $500m

S&M and G&A were both down!

$GOOG is scrutinizing overall expenses, but investing more in the future.

The caveat is that CAPEX is up to $12B (GPUs are expensive).

[Luke Poling @poling_luke]

$GOOGL 🤯

Every business line had significant revenue growth (including Other Bets lol).

Revenue growth continues to accelerate up 15% YOY with 80.5B total sales in Q1.

Net Income margin expanded from 21.6% a year ago to 29.4% today.

It gets even better in the details:

[Victor Jones @victorJ0NES]

The internet was once a slightly better version of an encyclopedia. Now it spies on me and wants my job.

[Luke Poling @poling_luke]

Look at the little green bar a year ago compared to the massive blue bar this afternoon.

$12.2B Net Income in Q4 2024 compared to $6.1B of Revenue in Q4 2023. Revenue!

I’ve never compared this quarters net income to revenue from a year ago but here we are. What a winner.

[Luke Poling @poling_luke]

The boxing judges gave it to the boxer 🤯

[Luke Poling @poling_luke]

NVDA not only beat the $11B revenue guide with $13.5B but delivered $6B in Net Income doubling their previous record. Look at the massive blue line for Q2 2024!

While valuation is always tough in this stock:

“The race is on to adopt generative AI.” -Jensen Haung

[Luke Poling @poling_luke]

Just saw @piersmorgan on @FoxNews and had to do a double take!

[Luke Poling @poling_luke]

@RyanReeves_ $EQIX

[Luke Poling @poling_luke]

@JermalChandler Anyone seen $MARA the last 3 days? 👀

[Luke Poling @poling_luke]

@ArbitrageAndy1 https://t.co/8AUYJRwLx4 is pretty sick especially after the @elonmusk purchase.

[Luke Poling @poling_luke]

@victorJ0NES Wow Jones and Friends had become such a part of my routine. I learned so much from you and and look forward to following whatever you do next. Thank you so much for hosting such a great show. Enjoy the time off!

[Luke Poling @poling_luke]

@victorJ0NES I think it’s time to close your eyes and sell some puts. I get that CPI could be a huge risk but VIX shouldn’t be spiking because @SBF_FTX got SBF’d…

[Luke Poling @poling_luke]

@tomlombardi @saifedean Great book. Better class. His loss.

[Luke Poling @poling_luke]

This is going to be a great one!

[Victor Jones @victorJ0NES]

At 3:30 PM CT, we welcome @SantiagoAuFund to @tastytrade. He, @CVecchioFX, and I will discuss the $USD dollar wrecking ball, its global impact, and where it all leads. Do not miss it!

https://t.co/zVu9BWeBzD

[Luke Poling @poling_luke]

@tastytraderMike Hey Mike I loved your presentation at the Bad Trader Tour and am interested in learning this strategy. How will you manage in the morning (assuming $NKE doesn’t rebound)? Will you just close for a loss, or roll Sept to Oct or Nov options and how will you decide the strike? Thanks