ANTONIO

[CMS Invests @cmsinvests]

“So $MU traded under 10x earnings?”

“Yes, Dave”

“And memory demand was still increasing?"

“Right.”

“And you sold $MU at $850 for a -25% loss because everyone said the cycle was over?”

“That’s correct, Dave”

[ANTONIO @young_MC_]

@ryanbink27 marlboro red or newport 100s

[unusual_whales @unusual_whales]

1.2 million Korean investors have been hit with margin calls this last week, reportedly 1 in every 30 working-age adults, per CT

[UPBOptionMil @UPBOptionMil]

$MU Micron price target raised to $1,750 from $1,600 at KeyBanc - Overweight Rated

[ANTONIO @young_MC_]

The AAPL 320c 8/21 that I bought 5/08 finally have some life @thechartdr

[Will Meade @thechartdr]

$AAPL nice setup. On the verge of a flat top breakout with an inside day.

[ANTONIO @young_MC_]

Unprecedented times

[TrendSpider @TrendSpider]

🚨 BREAKING: Marvell $MRVL to join the S&P 500

[Will Meade @thechartdr]

The biggest single stock call option trade today was in $NVDA

[Will Meade @thechartdr]

Something very unusual is happening with $NVDA Nvidia options https://t.co/7FKjJdWWeQ

[UPBOptionMil @UPBOptionMil]

$NVDA Nvidia price target raised to $350 from $300 at Cantor Fitzgerald - Overweight Rated

[*Walter Bloomberg @DeItaone]

$NVDA - ANALYST RAISES NVIDIA TARGET TO $275 ON AI DEMAND SURGE

Susquehanna analyst Christopher Rolland raised his price target on NVIDIA to $275 from $250, keeping a Positive rating ahead of the company’s May 20 earnings report.

Rolland expects stronger results and guidance as demand for NVIDIA’s AI chips continues to surge. He said major cloud companies are sharply increasing spending on AI infrastructure, while NVIDIA’s Blackwell and Rubin platforms could generate around $1 trillion in revenue by 2027.

The analyst also highlighted strong growth in AI networking and gaming GPUs, though he warned profit margins could face pressure later as Rubin launches. Despite China export restrictions, he said NVIDIA still has one of the biggest long-term growth opportunities in tech.

[ANTONIO @young_MC_]

another money printer

[Will Meade @thechartdr]

Repeat buying in $INTC $50 calls

[*Walter Bloomberg @DeItaone]

TIGER WOODS TAKEN TO JAIL AFTER CHARGE OF DUI FOR ROLLOVER CRASH IN FLORIDA, COUNTY SHERIFF SAYS

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Apollo has capped redemptions from one of its largest private credit funds after today’s withdrawal requests exceeded 11% of outstanding shares.

Cracks in the private credit market seem to be spreading.

[TrendSpider @TrendSpider]

BREAKING: Netflix walks away from Warner Bros. Discovery, says deal no longer makes financial sense

$NFLX 🟩 +10.31%

[TrendSpider @TrendSpider]

$NFLX The Netflix reversal will be violent. 🍿

[ANTONIO @young_MC_]

Who is keeping Taco Bell in business?

[ANTONIO @young_MC_]

This printed @thechartdr

[Will Meade @thechartdr]

$1 million in $INTC $40 calls just hit the tape

[AJ Gersh @AJGershTV]

Ravens fans Ryan, Alex and Jake made the trip up north to Pittsburgh and give us their predictions for tonight's game:

[*Walter Bloomberg @DeItaone]

U.S. BLACK FRIDAY SALES HIT RECORD HIGH

U.S. online Black Friday sales reached a record $11.8 billion, up 9.1% from last year, according to Adobe Analytics. Adobe expects Americans to spend $5.5 billion on Saturday and $5.9 billion on Sunday.

Salesforce reported $18 billion in total Black Friday spending, with luxury apparel and accessories among the top sellers. Despite higher spending, shoppers bought fewer items due to rising prices.

In-store traffic was quieter as many consumers worried about overspending amid inflation and economic uncertainty.

Cyber Monday is projected to lead the season with $14.2 billion in online sales, Adobe said.

[unusual_whales @unusual_whales]

US car loan delinquencies are increasing, with subprime 60-day late payments at 6.65%, the highest since 1994, per FITCH.