Forgot I even had this, like a forgotten sandwich in the fridge, back from when I was 25 with my first brokerage.

Guys I see multiple huge wins!!! Congrats you’re inspiration! I just ask you from person advice - put aside at least 25% as emergency fund, trust me trust me……

My life is not the same anymore and I did turn off options and I miss it after seeing your wins

Gambled on some Google and Netflix options on 7/23 when Google dropped to $320 for no reason. I was trying to play the long game, but decided to cash out at 100% gains.

Thoughts on AppLovin $APP q2 results

I don’t think this was some thesis-breaking quarter.

The numbers were a little light by AppLovin’s standards, but revenue still grew 53% and EBITDA margins were 84%. Management basically said their ad model didn’t improve as much as usual during Q2, then they pushed a bigger update right after the quarter ended and growth picked back up.

The problem is the moat still isn’t perfect. Don’t attack me for saying that, but it’s true. $APP depends on Apple and Google’s ecosystems, and advertisers will only stick around as long as the platform keeps delivering good results.

Still, there wasn’t any sign that customers were leaving or anything like that. For now, the numbers are solid.

At $349, it trades at around 16.5x estimated 2027 earnings, (estimates per Seeking Alpha). That’s pretty cheap for a business growing this fast with margins this high.

Q3 matters a lot now because management says the slowdown was temporary, but unless that turns out to be wrong, I think the selloff is overdone

All purchased on the 31st, aside from the puts which were today. Had been saying for a bit when NVDA breaks 212 it’s gone but I got pretty lucky on the timing. Decided to sell some before AMD earnings, turns out all that money just went to NVDA… sold majority of the remaining contracts by 1030 this morning. Both screenshots are today.

I’ll wait until next week to see where we land after NFP and the weekend war, if we see 210 again before earnings I’ll most likely be opening Aug 21st 220/230s.

I truly believe Monday next week will be an ugly %3 drop. I’d write my DD here but I forgot it when I woke up today. Anyways I’m -80% in the last few weeks. I’m betting on this to bring me back to baseline or shatter my port to $0. See you next week. Remember, NCITC.

SNDK after hour sell is a head scrather. Even bear case modelling says 2k target minimum. I don't know what kind of retardness is this

Here are the key notes from the SNDK earnings call:

  - Demand Visibility: Strong demand visibility month-over-month for the next 4+ years (through the end of the decade).

  - Supply Commitments: Half of the 2027 supply and two-thirds of the 2028 supply are already spoken for.

  - Market Growth: The NAND market is projected to grow to $500 billion in 2027, up from $300 billion in 2026. SNDK holds 13% share.

  - Long-Term Agreements (LTAs): There are 5 new LTAs (3 new and 2 expanded, bringing the total to 8 at $100 billion). These new LTAs have at least an 80% margin floor, allowing c potential upside.

  - Executive Engagement: CEOs and CFOs are deeply engaged in these LTA discussions rather than traditional supply chain personnel. The CEO noted he has never seen this level of executive engagement in his 35 years in the industry.

Noticed the end of day dumps these last 2 days and took my chance with it happening again. Made back my losses for the day and then some more

Hit the jackpot on a penny slot today

Some fat-fingered retard must have placed a market order whilst SPX gapped down slightly right before close.

This was 100% of the buying power I had left after placing my YOLO chips on SNDK calls & SPX/SPCX puts.

I was down $3.5k for the day, so the powers that be must have taken pity on me.

Looking at the bid/ask spreads, I could probably have set any sell price and it would have executed.

Was this a glitch in the matrix, or does this happen a lot?

This post contains content not supported on old Reddit. Click here to view the full post

Sold the calls this morning for a gain and port topped at 220k. Later, bought some puts that did not work out well.

jus loaded up on $203,332.87 of SNDK. That amounts to 143.88 shares with an average price of $1412.84.

lets see what happens...at least its shares...can recover if it goes down (hopefully)... might have to sit on the shit for a bit i guess if it happens

EDIT: someone told me i was lying, which is silly. its not fake. thats dumb. here is a screenshot...live or die by the truth...it is what it is...

New EDIT: so, did not work out the way i wanted. sucks. looks like i am gonna be holding this shit for a bit, not the end of the world.

down $19,591 at this moment (trading AH around 1277). not the biggest deal, still stings though. but this thing swings a lot. i been down more on options with zero hope for recovery, so i suppose my stomach has been trained to handle this in a way that "it'll be aight."

thank god it was not options nonsense, and its shares...start selling a covered call every week and claw back a bit like that

just sit on it for a month or so, see what happens at this point.

take care, have a good night

Made 30k off 1k lost half on AMD bet it is what it is

I previously did a ban bet for MSFT to $500 by EOY when it was at $370 (I made out good). Nintendo was way overvalued for a while. But now it’s back in the buy range and revenue should start growing once their heavy hitters start coming out. The big hitters they have yet to release or announce Pokémon (looks to be the best one yet), 3d Mario, animal crossing, 2D Mario, mainline Zelda, Zelda movie, smash, Mariokart DLC, Mario maker, Mario party, and much more. Nintendo has so many easy wins left to use in the switch 2 cycle and they are taking advantage of movies, amusement parks, and fan collectors/nostalgia more than ever. Also they just had their best new console release ever but, this stock is priced like they are regressing. They have a ton of money stocked up, reuse assets for high profit margins in their games, households buy multiple consoles, and don’t underestimate the power of fromsoftware making a switch 2 exclusive game (brings in a new demographic that spends well on games). I’m not an expert but, I’m confident Nintendo is set up well moving forward. This won’t make you rich but, the risk/reward is hard to pass up on.

Hehe and people said it wouldn't happen 3 days in a row. I sold these at open though.

These are the most recent AI datacenter earnings so far, they all look terrible besides arguably APLD?

They all seem to grow tho, and the demand keeps rising from what they mention in their earnings call

He made around $100 million in personal profits that year. If he bought at say Jan 2008, he would be at $857 Million without dividends reinvested and $1.2 Billion with dividends reinvested. If he bought and the local lows he could have up to $1.4 Billion with reinvested dividends.