Am I cooked or is -99.58% just a healthy pullback?

For everyone who recommended buying ASTS LEAPS because ‘LEAPS are safer’… I’d like a word.
Asts my biggest loser

Salute to Tim Apple for turning a $349 billion company into a $4.5 trillion one 🫡

At the market open today, I had a feeling Dell would drop before its earnings report. It turned out exactly as I expected I’m currently sitting on a profit of $149k

All you had to do was check the daily discussion

Pattaya will be a total fuckfest.

$HIMS 27.5P 10/16 - these guys will single handedly tank the bluepill market this week

DRAM fundamentals still look bullish: massive capex, tight supply, and strong AI/HBM demand. Yet Micron, SK Hynix keep trading sideways.

My copium is that Iran war is weighing on sentiment. Otherwise, is the supercycle already priced in with memory cycle peaking and market now expects nothing less than actual returns on AI?

Dean Martin helping me cope.

I’m down 200k overall so obviously I’m a moron. Bought the calls basically at market close. How should I play these, looking for advice so I don’t ruin this opportunity. LFG

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I've been trading options for 3 months since I was able to pull my first ever work from home job. The first month I learned some hard lessons and lost 14k. I've been profitable both months since. I'll trade calls or puts but stay on trend for the trading day. Primarily doing 7-12 dte and dumping them within the day or next but whenever I have 10-20% profit and see a turn coming. Some days if I don't see the matrix I'll just scalp for hours. Don't ask me to go deep on strategy, there's a million videos on candle shapes, not chasing, timing etc. and I'm not using spreads or stop losses since I can watch the charts all day. Good luck out there boys and may the market makers save our souls.

My 9 11 has arrived

In GTA VI and Chris Camillo’s social arbitrage we Trust!

Last week was tough but a good run overall.

This POS stock is more volatile than c0rn. After trading it for a few years I lost all sense of normalcy.

TL;DR Altman, Musk, and Amodei are selling you a Lambo chassis with the engine of a 1998 Fiat Cinquecento. Calls on the casino, puts on your attention span.

Source: Silicon Valley tech grunt who survived the dot-com bubble, mobile, crypto, the metaverse wasteland, and is now surviving the AI grift.

Mag7 (BULLISH): Remember when Gmail introduced the "suggested reply" buttons? Peak innovation. Billions of hours saved just so middle managers can reply "Sounds good, thanks!" faster. Have you ever tried using a search bar without autocomplete? You’d sacrifice your firstborn behind a Wendy's dumpster just to get it back. Mag7 owns the user base. They’ll dump raw LLM slop by the bucketload into every product, realize 90% of it is useless, strip it out, and keep the 10% that actually prints money: AGI-level ad targeting. They will be fine. Load the calls.

SaaS (BULLISH): Have you ever seen a landscaper driving a Cybertruck instead of a 2004 Toyota Tacoma with mismatched doors? Exactly. Construction crews and plumbers don't buy gimmicks; they buy things that don't break. Boring enterprise SaaS companies won't get replaced by three college dropouts with a Codex subscription. They’ll just use coding agents to fire half their dev team, expand margins, and charge you 20% more for the same CRM dashboard.

End of Scarcity (BEARISH): Hey Elon, quick question: when AI "solves scarcity," do we all get beachfront mansions in Malibu? Are there infinite courtside seats at the NBA Finals? Infinite Aperol Spritzes on the Amalfi Coast? No? Just infinite AI-generated LinkedIn posts and 6-fingered anime girls? Cool. The only thing with infinite supply is slop, and slop trades at zero.

Conscious LLMs (MEGA BEARISH): Have you ever written a nested VLOOKUP inside an INDEX/MATCH across three Excel sheets, hit enter, and watched it calculate in milliseconds? Did you stop and think, "Man, Excel must be feeling so fulfilled right now. Maybe this will finally earn her father’s love"? No, because it’s math. LLMs aren't waking up; they’re just autocorrect on a $50B compute binge. Stop buying leaps on robot sentience.

Apple (CRUISE-CONTROL BULLISH): Watch your dentist’s receptionist type on an iPhone with two-inch acrylic rhinestone claws. Trimming those nails would boost her productivity by 400%. Giving her an on-device neural engine won't do shit. Apple knows 99% of their customers just want a battery that lasts all day and green bubbles to stay poor. They’ll wait until everyone else burns their capex, slap an "Apple Intelligence" sticker on it three years late, and charge $1,600 for the titanium chassis. Tim Apple stays winning.

AI Pure-Plays (BEARISH MID-TERM, BULLISH LONG-TERM): You’re alone in an elevator and let out a rancid fart. Right as you realize the horror of what you’ve done, the elevator dings and the CEO walks in. Will she notice?
In computer science, that’s called a race condition. Sam and the boys over-promised hard: "Nobody will ever work again! Money is obsolete! The model will cure cancer by Tuesday!" Now they're sweating bullets waiting for Wall Street to realize the models still hallucinate basic arithmetic. The bubble will pop, bagholders will cry, but once the toxic cloud clears, the survivors will own the infrastructure of the world.

Open-Source & Self-Hosted Models (BEARISH): Convenience is king; privacy is a myth people pretend to care about until it takes three extra clicks. Ask crypto bros how fun cold-storage paper wallets are. Normal people run their company websites on unpatched WordPress plugins, paste production API keys directly into Slack, and stick random flash drives from the Home Depot parking lot into work laptops. Fortune 500 execs use SAP to expense bottle service. Who the hell is going to buy liquid-cooled GPU server racks to run local models in their office basement? What happens when the company scales? Cool the server rack with greywater from the employee bathroom? Skip the office Christmas tree to save kilowatts for Jensen's H100s? Big Tech will pinky-promise they aren't reading your data, and every corporate VP will sign the enterprise contract before lunch.

Sex Robots (ULTRA BEARISH): Have you seen those Chinese humanoid bots shuffling awkwardly on a track before face-planting into the asphalt? Or the Boston Dynamics clankers doing backflips that sound like a hydraulic car crusher?
Are you telling me you look at 200 pounds of exposed wiring, cold industrial titanium, and 400-watt servomotors and think: "Yeah, I want that anywhere near my junk"? One firmware glitch or blue screen of death and you’re explaining a catastrophic degloving incident to an ER nurse.
Puts on the robo-waifus. Long the classic recession-proof portfolio: Fleshlights, silicone, and your non-dominant hand.

Yes, the text was grass AI finished.

This thing will rip as the market continues to digest its blockbuster earnings.

WSJ reports Anthropic signed a $35B cloud computing deal with Lambda.
The capacity will run at Hut 8’s Nueces County, Texas data center.
NVIDIA holds the lease on the HUT capacity. Lambda will install NVIDIA GPUs and provide the compute to Anthropic.

Separately, HUT’s River Bend project also has an Anthropic/Fluidstack agreement for an initial 245 MW.

https://www.wsj.com/tech/ai/anthropic-signs-35-billion-cloud-deal-backed-by-nvidia-f12622f1