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No, it is not how it works, if nvidia booms, amd will also boom.
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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boom = tank, therefore you just backed my DD.
thank you
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comment
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r/wallstreetbets
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2024-22-05
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This doesn't look like a YOLO (non-closed trade) worth at least $5,000 that shows entry price and P&L. The YOLO flair is supposed to be for trades that are freshly opened or relatively recent.
^I ^am ^an ^LLM-powered ^bot. ^Please ^contact ^the ^moderators ^with ^concerns.
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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Nvidia has had the wildest ride these past months and shook out a 10% knife over a month ago. Brutal.
On top of all that you have rando's coming out saying they sold some profits off the top and the whole interest rate thing. Let's face it. Besides Google's break out, The Mag 7 has been sideways and hard to trade. Don't get me wrong, these companies have been up but they have also been punched in the mouth a few times.
With that said, nothing is more peculiar than what Amazon has just done with the retiring of it's AWS CEO and more recently, their order cancellations of Nvidia's H200's.
For me, the 2 things are very linked together. The notion that your massive cloud business has NO USE of H200's is a DAMNING statement. Not for AI, because Microsoft and Open AI are killing it right now, but specifically for Amazon AWS.
How do you not have an ultra well-defined blueprint for where those H200's are going to go? The very notion that you would not have a plan to replace older accelerated compute AND OR expand your data centers is astonishing to me.
The 2 companies could not be more world's apart in their AI trajectory.
I listened to every word out of Satya's mouth on Microsoft's earnings call and the one key question that was asked over and over again was this, "Why were your profits for AI cloud only 7% gains?" The response was, "There is too much demand." Demand is outstripping supply. I can verify this is 100000% true. The one thing that is occuring with all planned projects out there in this space is the ability to service enmasse enough throughput per use case of AI compute. Now, a lot of that is latency which is improved with GPT upgrades such as GPT-4o. It's faster so you can put more throughput through the pipe and that is much better for everyone's use case and scalability.
Moreover, Microsoft per this build event is putting AI everywhere in their product line. The AI is going to be coming out of your ears, nose and mouth. Open AI has invented HER. ScarJo lawsuits aside "HER" is here. It maybe version 1.0 but it's HER for sure. It is spectacular. And OpenAI keeps announcing this stuff everytime someone gets a whiff of thinking they are going to release something "awesome" for an AI offering.
Everyone else is literally and desperately trying to catch up. On one hand, it's an ARM's race with Nvidia holding all the AI bullets. But in this war are there signs of defeat? In the very least there is some retreat.
AWS may become the first casualty of the AI Wars. Reporting that they forgo an entire order of H200's makes absolutely no sense. They say they want to wait for the newer chips but that literally tells me your business model is in bad shape now and they see it in their books presently.
Nobody, other than AWS cancelled their H200's. In fact, Sam Altman just was in a photo with Jensen getting their first H200.
The implication here is for all other cloud providers, including sovereign nations, start to worry that they ultimately won't be able to compete on the scale and execution that Open AI and Microsoft have.
The answer, to me, is that there is NO way, zero possibility, that the entire world is going to stand there and watch Microsoft and Open AI dominate the AI race. Asia's not going to back down, Europe isn't going to back down, Australia isn't going to back down under. Japan... Well, Japan is going to Open AI so.
However, it is clear that AWS flinched and they're in trouble. While their cloud business may be fine right at this moment how long can them not having a frontier model start materially hurting their cloud business overall?
Also, Microsoft's revenues are larger than many countries GDP. How much can the world really throw at sovereign AI in earnest when they don't even have the capacity to really compete financially if AWS can't even do it?
Apple, has already capitulated and is probably going with OpenAI for their AI needs. Sora stopped a movie production studio from ever happening.
Is this a consolidation of the AI power?
Nvidia, must prove this quarter that this not the case. Those digital twins and DGX cloud systems need to show that there is great use. Meaning, I want to hear an analyst ask this question.
1. What is the usage of the DGX cloud that is being provided by the major cloud companies and rest of world overall. Meaning, are people using DGX cloud offerings that are licensed and provided in the major cloud vendors. Apparently, not really for AWS. But that analysis is very important for how Nvidia data centers go.
Yes, GPT/LLM's are one thing but all of other AI being done X GPT/LLM's and inference needs to be the lion share of the growth for Nvidia to keep powering forward.
2. What percentage of AI workload in Nvidia's business is NONE LLM Related. This is a critical question because it would help to understand how much is all of this hype AI shit going on, how much is LLM usage, and how much is other things accelerated compute based that is not hype and or LLM training and usage. Where is the growth coming from? Robotics, protein folding, teenagers in their basement trying to make the next big video game. Where, What, Why and How.
Even with the Nvidia offering all of their rock star concert conference offerings they are not going to realize billions from that for some time.
I think they beat this quarter and give ok guidance. There will be a slight sell down and it gets picked up and eaten up the following day for a fantastic call heading into Q2025.
The only way this stock doesn't go down with all of these headwinds that Nvidia must answer for is if they do a stock split. If they stock split this moons 15% over the week.
I have a small position and looking to add more.
No Split 9%+ for the week
Split 15+ for the week
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2024-22-05
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Great analysis if amazon had actually cancelled orders, hut they haven’t and said so themselves.
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r/wallstreetbets
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2024-22-05
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25-1
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comment
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r/wallstreetbets
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2024-22-05
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This doesn't look like a YOLO (non-closed trade) worth at least $5,000 that shows entry price and P&L. The YOLO flair is supposed to be for trades that are freshly opened or relatively recent.
^I ^am ^an ^LLM-powered ^bot. ^Please ^contact ^the ^moderators ^with ^concerns.
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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Need Help!! This is my first post on this channel!
In last 2 years I have made some stupid decisions with options trading like betting against the market flow or double down, revenge trade etc and I have finally landed up here. Did learn few things but too late…
I have lost all my savings that I had which sucks and with an unseen event coming up I definitely need to make up something to take care of it.
I know many ppl might make fun and have nasty comments but it’s ok I am here actually looking for help if someone with better understanding and experience can help/guide me in correct direction with the options and help me get some of it back.
Thank you so much fellow traders! 🙏🏻
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r/wallstreetbets
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2024-22-05
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How long did it take?
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r/wallstreetbets
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r/wallstreetbets
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2024-22-05
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>Loss Porn
Take what's left and buy an index. Take a few hundred every paycheck and buy that index. Stay away from options. If you're normal middle class you're gonna end up homeless if you keep gambling
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comment
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r/wallstreetbets
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2024-22-05
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Wow you're not very good at this
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r/wallstreetbets
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2024-22-05
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This is extremely difficult to recover from but it's possible.
You need a couple of 6 bagger trades.
2K to 12K
Then 12K to 72K and you're almost there.
It will probably take at least two years and extreme discipline to find the proper setups and enter at the correct time.
Some setups do exist right now that can help you.
$ADBE & $COIN come to mind.
Forget that weekly options exist. Only trade leaps ( 12 months out )
You can still make a 500% return with leaps. In fact it's much easier than wasting your money away on weeklies.
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comment
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r/wallstreetbets
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2024-22-05
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This has to be a humiliation fetish or something
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comment
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r/wallstreetbets
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2024-22-05
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No way to make 80k back?
Cmon. I know dude is going through it but it's not impossible
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comment
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r/wallstreetbets
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2024-22-05
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Sorry for your loss, Take a break now, try to recover mentally first.
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comment
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r/wallstreetbets
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2024-22-05
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Those I learned a few things posts are the funniest.
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comment
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r/wallstreetbets
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2024-22-05
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go big or go home
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comment
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2024-22-05
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It deeply saddens me that idiots get this much money and fucking throw it away.
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r/wallstreetbets
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2024-22-05
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Pretty good, but it ain’t enough to make me finish
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comment
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2024-22-05
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comment
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2024-22-05
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I was here hunting for rocket ships and I see this loss porn and I feel bad for the guy. He’s just not good at options
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comment
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r/wallstreetbets
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2024-22-05
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2024-22-05
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Jeez, just yolo the rest on scratchers at this point, you might win one.
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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Put the remainder in an index fund and seek therapy for gambling. I know this answer not what the sub is about but fr
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comment
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r/wallstreetbets
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2024-22-05
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How droll - investing in a company that mines valuable metals.
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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Join the winning side GB00B4WQVY43
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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There is really not much anyone can do for you, nor any advise can be given. The only hope you have is either just get lucky, or wait for someone to create some technology to that can alter intelligence, because the problem you are facing is not losing in trading, it is stupidity. I mean you can follow the advice the people are telling you which is to just stop trading options, but you are just gonna be making similar stupid decisions in other aspects in life, so yea good luck
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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Go tiny then go home
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r/wallstreetbets
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2024-22-05
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Or meth
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r/wallstreetbets
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2024-22-05
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r/wallstreetbets
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comment
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2024-22-05
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r/wallstreetbets
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post
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r/wallstreetbets
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2024-22-05
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That’s what you get for using a free style. Try using a dexcom next time.
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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1. Whether you like it or not NVDA will be going up since AI is the next step in human evolution.
2. The Matrix was right.
3. Star Wars was right too (robot soldiers are coming).
4. At least we'll make money even though we'll be enslaved (we might already be in pods).
5. If we are in pods, that's already been priced in.
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post
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r/wallstreetbets
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2024-22-05
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I heard 200 billion ( Reuters News ) options ( mostly calls ) are there expecting Nvda jump!
Normally, market try to swallow, using IV crush, entire 200Bln even if extremely good results are published, at least until this friday !
Again all these are speculation!
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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It’s free money
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comment
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r/wallstreetbets
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2024-22-05
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I assume there’s not a shitpost flair
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comment
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r/wallstreetbets
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2024-22-05
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The pods have been priced in
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r/wallstreetbets
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2024-22-05
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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What is this? VR test driving?
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comment
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r/wallstreetbets
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2024-22-05
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Except the people setting IV who are going to watch options get absolutely crushed.
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comment
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r/wallstreetbets
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2024-22-05
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I live out in the woods you see, just my woman and the kids and the dog and me. I got a shotgun rifle and a four wheel drive and a country boy can survive.
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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I was looking for this comment to not write it myself.
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comment
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r/wallstreetbets
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2024-22-05
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Sounds like a fool's errand to me. Lose-lose scenario.
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r/wallstreetbets
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2024-22-05
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Wow. The pods are priced in. THE PODS ARE PRICED IN.
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r/wallstreetbets
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2024-22-05
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Bubble is still bubbling. Even if it dips due to the wsb curse, it’s still going to rip again later.
The entire market has been pumping off ai spending since chatgpt wow’d everyone over a year ago and nvda came thru with receipts on how much more bank they were making.
We still got more bubble left
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r/wallstreetbets
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2024-22-05
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>If we are in pods, that's already been priced in.
I'd have you know that not all pods are equal, I recently discovered 4 giant grubs (the size of a tiger shrimp) in my own pod. Hate to brag, but whoever is giving out "ze bugs" seems to like me.
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r/wallstreetbets
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2024-22-05
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Those prices are crazy high both ways. If nvdia crashes the market will go with it.
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r/wallstreetbets
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2024-22-05
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Anyway this aged well.
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r/wallstreetbets
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2024-22-05
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Buy, peasant.
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-23-05
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Being enslaved is already priced in, so LEAPS.
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comment
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r/wallstreetbets
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2024-23-05
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Yeah except I'm right
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r/wallstreetbets
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2024-24-05
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Good luck, it won’t be a get rich scheme lmao - Nvidia long term is going to lose a lot of market share to AMD - people have had enough of the “monopoly” Nvidia have caused in the scene - gamers are seeking cheaper mid range alternatives - AI isn’t going to be the long term future - just another “fad” for now much like electric cars - seems to be a lot of issues around AI, legal etc - just can’t see it being viable in this society that’s already a mess lmao - Nvidia screwed people once - people learn
AI has always existed to some sense but fuck Nvidia in general - they don’t deserve a cent from gamers anymore with how expensive their cards are now days - screwed over the gaming community more than once with their pricing and stranglehold on supply during the pandemic and the mining “boom” - funny how crypto went all quiet - you barely hear a peep about it anymore - the irony
RDNA 5/6 when it drops will still compete very good against Nvidia - let’s also not forget that people don’t forget how companies treat them in the past - then there’s the whole story about ethics and morale around AI - good luck lmao
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r/wallstreetbets
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2024-26-05
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Hey, I hope that I’m getting through the mods lol. Multiple rumors nowadays suggest that a public disclosure of NHI (non-human intelligence) is potentially getting closer. In this discussion, I don’t care if you’re a believer or not—I’m just interested in your thoughts on the stock market reaction to big news like this.
I think it would cause chaos and therefore the market would crash in the short term. However, I’m sure that in the long term there will be players in the technological sector that are going to profit through this.
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r/wallstreetbets
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2024-22-05
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Wtf is this??
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r/wallstreetbets
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2024-22-05
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Not only this, there is a lot going on in this subject in the last couple months - e.g. David Grusch
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r/wallstreetbets
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2024-22-05
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Agreed, everyone should give the congressional hearings with Grusch, Fravor and Graves a watch as well, Eye opening stuff.
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r/wallstreetbets
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2024-22-05
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There is no stock market on the advent of non human intelligence.
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comment
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r/wallstreetbets
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2024-22-05
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Puts on Dell being sued by aliens
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r/wallstreetbets
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2024-22-05
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If they can sell better GPUs and tech in general, Nvidia and all the tech, pharma, etc... stocks would go to zero tomorrow.
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comment
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r/wallstreetbets
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2024-22-05
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Only some dolphins are as intelligent as OP
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r/wallstreetbets
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2024-22-05
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**User Report**| | | |
:--|:--|:--|:--
**Total Submissions** | 2 | **First Seen In WSB** | 3 months ago
**Total Comments** | 79 | **Previous Best DD** |
**Account Age** | 7 months | |
[**Join WSB Discord**](http://discord.gg/wsbverse)
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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This looks like an uninteresting Discussion starter or something googleable. I think. I'm an AI I'm doing my best. Try leaving a comment in the Daily Discussion thread instead if you have short questions. The Discussion flair ends up being a catch-all for low effort posts and we try to keep it uncluttered so it doesn't end up as a replacement for Google but in everyone's Reddit feed.
^I ^am ^an ^LLM-powered ^bot. ^Please ^contact ^the ^moderators ^with ^concerns.
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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Hey /u/ProfessionalFalse128 - I am a bot from /r/wallstreetbets. You submitted one or more banned tickers: GWAV.
We don't allow discussion of low market cap (less than 500mm) tickers to prevent pump & dump spam and scammers.
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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This doesn't look like a YOLO (non-closed trade) worth at least $5,000 that shows entry price and P&L. The YOLO flair is supposed to be for trades that are freshly opened or relatively recent.
^I ^am ^an ^LLM-powered ^bot. ^Please ^contact ^the ^moderators ^with ^concerns.
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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Buy SPX puts
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r/wallstreetbets
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2024-22-05
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And I will..
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r/wallstreetbets
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2024-22-05
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Buy SPX puts if you hate money !!
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r/wallstreetbets
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2024-22-05
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The most important news from Microsoft BUILD conference: NVDA has competition
This is a very important little point in[Microsoft BUILD keynote](https://youtu.be/w1EepB0mCbE?si=_65UHAfSdYgpw-o-). The most advanced LLM model (GPT4) is running at a lower cost on AMD chips. It’s not just about AMD being able to do this. NVDA margins are so high that almost any solution that is not NVDA is going to be a better deal.
It’s also reasonable to think that big players like AAPL and GOOG want a piece of this cake too. It might take some time but they are for sure going to build chips for their needs.
Apple chips are not made for server but there was news that they are building racks of [M2 Ultra for LLM inference](https://www.macrumors.com/2024/05/06/apple-building-m2-ultra-and-m4-servers/).
For me, all signs are there to show NVDA is about to feel some pressure for those far margins.
Position: sold NVDA calls (c990 May 24), break even: NVDA $1015
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r/wallstreetbets
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2024-22-05
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Lets make it clear, nvidia doesn’t have competition. Nvidia has a cheaper alternative which, just now, is adequate- (notice it says leading price/performance and not performance) When the compute power needed exceeds AMDs capability (which it will, and soon) Nvidia are in a league of their own - nobody can or will touch them.
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comment
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r/wallstreetbets
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2024-22-05
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Naked or covered? Writing 990 is a bold move and probably not worth the risk with the expected move at around 8%. Good luck to you though
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r/wallstreetbets
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2024-22-05
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No way they let you Take this position if you dont have the 7500 shares. Right? Right ?
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2024-22-05
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wtf
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r/wallstreetbets
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2024-22-05
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No shit other chips can do inference. To make an analogy, that’s like plugging in a number for X into a polynomial. The hard part is solving for the polynomial coefficients in the first place.
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r/wallstreetbets
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2024-22-05
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you're risking $7M to make $185k?
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r/wallstreetbets
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2024-22-05
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A max loss set? Who is this imposter/sorcerer surely not one of us.
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r/wallstreetbets
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2024-22-05
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Weird how it seems only geh bers notice how much better all of NVDAs competition is, and all these dumbfuck CTOs at these data centers keep buying overpriced NVDA products...
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r/wallstreetbets
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2024-22-05
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You clearly are not well informed about his reputation 
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r/wallstreetbets
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2024-22-05
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Oof already 1050 in after market. What are the chances you'll get assigned?
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r/wallstreetbets
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2024-23-05
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Naked —> r/wallstreetbets big dick chad
Covered —> r/investing low t soy boy
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comment
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r/wallstreetbets
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2024-23-05
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Yeah kick him while he's down!
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comment
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r/wallstreetbets
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2024-24-05
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This looks like an advertisement.
^I ^am ^an ^LLM-powered ^bot. ^Please ^contact ^the ^moderators ^with ^concerns.
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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Stop with the microcaps. Read the posting guidelines. There's subs for pennystocks and low market caps - go there.
*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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This doesn't look like a YOLO (non-closed trade) worth at least $5,000 that shows entry price and P&L. The YOLO flair is supposed to be for trades that are freshly opened or relatively recent.
^I ^am ^an ^LLM-powered ^bot. ^Please ^contact ^the ^moderators ^with ^concerns.
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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This looks like it's not a realized loss of at least $5,000 The Loss flair is supposed to be for losing and CLOSED trades of a reasonable size.
^I ^am ^an ^LLM-powered ^bot. ^Please ^contact ^the ^moderators ^with ^concerns.
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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This looks like an advertisement.
^I ^am ^an ^LLM-powered ^bot. ^Please ^contact ^the ^moderators ^with ^concerns.
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
|
**User Report**| | | |
:--|:--|:--|:--
**Total Submissions** | 2 | **First Seen In WSB** | 12 hours ago
**Total Comments** | 2 | **Previous Best DD** |
**Account Age** | 2 months | |
[**Join WSB Discord**](http://discord.gg/wsbverse)
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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This doesn't look like a YOLO (non-closed trade) worth at least $5,000 that shows entry price and P&L. The YOLO flair is supposed to be for trades that are freshly opened or relatively recent.
^I ^am ^an ^LLM-powered ^bot. ^Please ^contact ^the ^moderators ^with ^concerns.
|
r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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This doesn't look like a YOLO (non-closed trade) worth at least $5,000 that shows entry price and P&L. The YOLO flair is supposed to be for trades that are freshly opened or relatively recent.
^I ^am ^an ^LLM-powered ^bot. ^Please ^contact ^the ^moderators ^with ^concerns.
|
r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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Hey /u/Hour_Notice_124 - I am a bot from /r/wallstreetbets. You submitted one or more banned tickers: CRKN.
We don't allow discussion of low market cap (less than 500mm) tickers to prevent pump & dump spam and scammers.
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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Penny stocks and pump and dumps are not allowed.
^I ^am ^an ^LLM-powered ^bot. ^Please ^contact ^the ^moderators ^with ^concerns.
|
r/wallstreetbets
|
comment
|
r/wallstreetbets
|
2024-22-05
|
**User Report**| | | |
:--|:--|:--|:--
**Total Submissions** | 4 | **First Seen In WSB** | 12 hours ago
**Total Comments** | 3 | **Previous Best DD** |
**Account Age** | 2 months | |
[**Join WSB Discord**](http://discord.gg/wsbverse)
|
r/wallstreetbets
|
comment
|
r/wallstreetbets
|
2024-22-05
|
This looks like it's not a realized gain of at least $5,000 The Gain flair is supposed to be for CLOSED and green trades of a reasonable size.
^I ^am ^an ^LLM-powered ^bot. ^Please ^contact ^the ^moderators ^with ^concerns.
|
r/wallstreetbets
|
comment
|
r/wallstreetbets
|
2024-22-05
|
**User Report**| | | |
:--|:--|:--|:--
**Total Submissions** | 5 | **First Seen In WSB** | 12 hours ago
**Total Comments** | 3 | **Previous Best DD** |
**Account Age** | 2 months | |
[**Join WSB Discord**](http://discord.gg/wsbverse)
|
r/wallstreetbets
|
comment
|
r/wallstreetbets
|
2024-22-05
|
**User Report**| | | |
:--|:--|:--|:--
**Total Submissions** | 1 | **First Seen In WSB** | just now
**Total Comments** | 0 | **Previous Best DD** |
**Account Age** | 3 years | |
[**Join WSB Discord**](http://discord.gg/wsbverse)
|
r/wallstreetbets
|
comment
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r/wallstreetbets
|
2024-22-05
|
This looks like an uninteresting Discussion starter or something googleable. I think. I'm an AI I'm doing my best. Try leaving a comment in the Daily Discussion thread instead if you have short questions. The Discussion flair ends up being a catch-all for low effort posts and we try to keep it uncluttered so it doesn't end up as a replacement for Google but in everyone's Reddit feed.
^I ^am ^an ^LLM-powered ^bot. ^Please ^contact ^the ^moderators ^with ^concerns.
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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It just look like un bug of the app 😅
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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Play it out in options strat and see what it looks like
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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OP just tell us which brokerage you use so we can buy calls on it. Taking commissions from regards is the best way to print tendies
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r/wallstreetbets
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comment
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r/wallstreetbets
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2024-22-05
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I just joined options strat but haven't used it. Don't have enough time. Tried to figure out IV Crush on it last night and I couldn't figure it out. On TOS SPY paid more on a straddle. NVDA premiums are insane.
THanks!
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r/wallstreetbets
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comment
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r/wallstreetbets
|
2024-22-05
|
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