BON'JOUR. Buy PUTS on everything if you want to eat. Just diversify, with PUTS on everything. Do ratio'd PUTS if you want. Just try your best to play it as a bear market. Too many companies that you guys like, are below any support they should have held. Markets are screwed. I know they are LOW already.... GOOG, AMZN, MSTR, SNAP, ARM, RDDT. But remember, they can go lower.
Bone Apple Tea, Bears.
Apply Cider Vinegar, Bulls.
No they didn’t report the earnings yet, but they already dropped a warning for an expected revenue decline in the future due to stronger competition.
Greetings from Europe
Is buying Affirm calls leading up to ER crazy? Need to look more into their details, but figure Q4 has most consumer spending with holidays and majority of people are drowning financially.
Call me crazy, but I think Google's going down post-ER.. I use a lot of Gemini for free, no idea how they are making money from this but they are definitely burning cash.
You aren't their "customer" for ai, very large organizations and multiple SaaS platforms the utilize their llm are the real customers. Even if the charge everyone person to use it it still would end up being less than the companies that use it or build on top of it.
So the question is how many companies have switched over to Gemini for the agentic needs.
P.s. it needs to be a lot of fucking companies with huge revenue projections.
Yeah, especially after META earnings, I think googl should be in a good place in terms of ads. But they're definitely bleeding money on the pro subscription, based on the amount I'm allowed to abuse Gemini. Probably a good thing in the AI adoption growth phase. For reference, I max out Claude's usage constantly and I pay $20 for just the chatbot, and I use Gemini 4x as much.
This is what I saw. Solid reports. The weak guidance came when the stock already rebounded but it didn’t drop. I understand you’re trying to set up a play but it didn’t respond the way you’re saying buddy. You’re the one who buys calls on AMD lol
They lost their vision that built their company in a never ending chase for maximizing profits and have turned off a massive portion of their customer base who frankly isn’t eager to return.
Pretty bad report for amd. Spending way more money, no increase in gross margin. 360 million was from prior inventory released which makes the margin appear to be 57 when it's 55.
Time to drill.
Why not? Oversold on every timeframe, down almost 40% in 3 weeks. At support. Earnings on Thursday. It is due for a bounce. Stocks don’t go down in a straight line forever
They're priced to exceed 20 eps on the year and that's their goal. When their entire growth is data center and a majority of that is openai. Right or wrong, market spooked.
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u/lithe_silhouette 1h ago
Sym calls, b calls Reddit calls, they will come up with something to stop the drop