So the run up hasn't begun yet, but based on LITE and hopefully AMAT, strong potentialIt's 20% top marginal cap gains, 3.8% NIIT (23.8% fed) + 11.3% state..So having a 35% handicap definitely influences the decision, but doesn't make it..I would certainly at least trim AVGO, LRCX, AMAT, ASML and a few others without this. Performance Meme

That's an eternity in pump and dump timelines.And can't believe someone actually want to wday private, what a posIt's just simple probabilities, im rain main bitch Performance Meme

SPY surges.06 cents "PUMP IS ON BOYS!!"SPY sees your puts, it sees your calls, and it says: don't you worry fellas, I'll hover between 776.60 and 777.20 for the rest of the day. Never again - I may literally get the letter NTA tatted on me (never trade again) Performance Meme

my MU 1000$ call that ends tomorrow was down 99% 2 days ago.I'll take one of the lucky guy jn here to my private islandMU \#winningWhen does the benefit of diversification kick in?MU 2000 call is stupidest shit i have seen in last 2 minutes.I currently hold 1,000 MU calls as well. Performance Meme

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With SNDK at $1240 and only two months to go before expiration, that means he needs a violent move upward pretty darn SOON. When this gets digested, memory will likely rerate from cyclical to structural similar to NVDA rerating that took place from 2016-2025. Performance Meme

I'd say the bubble bursting will be a bit of a contagion... To me, that means at least one (if not both) of OpenAI or Anthropic go under. NVDIA could be in a whole world of hurt if OpenAI/Anthropic can't pay their bills. It's risky but selling covered calls is probably free money. Performance Meme

Today's Investor Day is the first time SNDK provided multi-year guidance (FY2028-FY2030) with explicit long-term margin, revenue, and cash-flow targets. Memory will likely rerate from cyclical to structural similar to NVDA rerating that took place from 2016-2025 in two distinct phases. Performance Meme

I'd say the bubble bursting will be a bit of a contagion... To me, that means at least one (if not both) of OpenAI or Anthropic go under. MSFT, AMZN, GOOG, SPCX (lol), and META all take some massive hits to their share price. Performance Meme

CEO was pumping out [B]ullshit PRs daily for the last 2 weeks leading up into these garbage diluted earnings. He has never been this publicly bold before about short selling or any price action for that matter. This came one week after they hired the former longtime head of Mossad to CEO of their Israel division. Performance Meme