6.86K
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2025-10-08
AMD x OpenAI: Game-Changing Deal or Overpriced Dream?
Summary $Advanced Micro Devices(AMD)$ announced a multi-year partnership with OpenAI worth more than $100 billion in aggregate, involving the phased deployment of up to 6GW of compute capacity powered by AMD Instinct GPUs. In exchange, OpenAI will receive up to 160 million AMD warrants, roughly equivalent to 10% equity, tied to deployment and performance milestones.The deal has sparked euphoria on Wall Street, driving AMD to near-term highs — before the stock retraced roughly 10%. The key question: Is this truly transformational for AMD’s fundamentals, or just another hype-driven re-rating?The Facts: What’s in the DealThe structure is straightforward but nuanced. AMD will supply OpenAI with up to 6GW of GPU compute capacity across several product g
TOPMerle Ted: Buy AMD... this is tip of iceberg....we watched NVDA do this after getting a 7/1 split it kept going!! it's AMD time peeps. AI is the next revolution and changing our world buy now or tell your kids how you missed the boat!!!!!
15.84K
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2025-10-08
The era of AI FOMO, What's important to investors?
Amid the AI boom, corporate wealth creation surges relentlessly—from $Broadcom(AVGO)$ to $NVIDIA(NVDA)$ , from $Advanced Micro Devices(AMD)$ to $Dell Technologies Inc.(DELL)$ the semiconductor sector has clearly shrugged off macro market fluctuations, setting new highs in wave after wave.But how does the current situation differ from the dot-com bubble two decades ago? Analyzing from the perspectives of user adoption, corporate implementation, capital investment, energy infrastructure, and potential bubble risks, we must neither lose enthusiasm for AI investment nor overlook the need to guard against supply-demand imbalan
TOPAMD throws ultimate hail Mary because there is no way they meet earnings expectations for 3rd qtr. 🤣
1.55K
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2025-10-07
$iShares Russell 2000 ETF(IWM)$ IWM is a great ETF because it tracks the Russell 2000, offering exposure to 2,000 small-cap U.S. companies. It provides diversification, high growth potential, and strong volatility—perfect for option sellers earning premium while benefiting from America’s economic expansion.
IWM
10-07 23:22
USiShares Russell 2000 ETF
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 245.22 0 | -- Closed |
3.88K
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2025-10-07
$iShares Russell 2000 ETF(IWM)$ IWM is a great ETF because it tracks the Russell 2000, offering exposure to 2,000 small-cap U.S. companies. It provides diversification, high growth potential, and strong volatility—perfect for option sellers earning premium while benefiting from America’s economic expansion.
IWM
10-07 23:24
USiShares Russell 2000 ETF
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 245.07 0 | -- Closed |
TOPSounds like a solid strategy! Small-caps can really shine during economic upswings.
3.98K
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2025-10-07
$iShares Russell 2000 ETF(IWM)$ IWM is a great ETF because it tracks the Russell 2000, offering exposure to 2,000 small-cap U.S. companies. It provides diversification, high growth potential, and strong volatility—perfect for option sellers earning premium while benefiting from America’s economic expansion.
IWM
10-07 23:25
USiShares Russell 2000 ETF
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 245.02 0 | -- Closed |
TOPAbove 21 day, rotation in to small cap from big tech. With continued shutdown this should pass above 250 next week.
3.13K
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2025-10-07
$SKYWARD SPECIALTY INS GROUP INC(SKWD)$ SKWD: bought some additional shares on SKWD at $48.30. stock went as low as $44.09 on 2nd Oct but then seems to form bottom and consolidate higher past few days. At times of AI and other hot stocks are booming, trying to diversify and bottom fishing in some of this 'value' stocks.
SKWD
10-07 23:26
USSKYWARD SPECIALTY INS GROUP INC
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 48.30 11 | -- Closed |
TOPDiversifying is always a smart move, especially in a volatile market. Hope this pays off for you
4.13K
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2025-10-07
$Palantir Technologies Inc.(PLTR)$ Palantir is excellent because it powers data-driven decision-making for governments and enterprises through AI and analytics. Its platforms, Foundry and AIP, integrate massive datasets for real-time intelligence. With strong profitability, recurring contracts, and leadership in AI infrastructure, Palantir stands as a long-term growth and innovation powerhouse.
PLTR
10-07 23:28
USPalantir Technologies Inc.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 181.34 0 | -- Closed |
TOPwe're a sneeze away from $200.00. It might happen tomorrow or by EOW. $325.00+ in 2026
2.14K
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2025-10-07
$NVIDIA(NVDA)$ NVIDIA’s outlook remains strongly positive as global demand for AI chips continues to soar. Its dominance in GPUs, data centers, and AI infrastructure ensures sustained revenue growth. With expanding partnerships, innovation in software, and leadership in AI computing, NVIDIA is set to thrive in the next technological revolution.@TigerEvents @Wrtd @TigerEvents @TigerStars
TOPHuang's remarks come just days after OpenAI announced it would work with AMD, whose CEO, Lisa Su, who also happens to be Huang’s cousin, reportedly described the MI300X accelerator as an alternative to Nvidia’s GPUs.
3.76K
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2025-10-07
Cash Boost Lucky Draw buy Nvidia
Find out more here: Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!$NVIDIA(NVDA)$
TOPHey friend! Tap to help me out and get a mystery gift for yourself—check it out now!
2.02K
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2025-10-08
$Palantir Technologies Inc.(PLTR)$ ✅ The Bull Case: Why Someone Might Buy PLTR 1. Strategic Government & Defense Exposure • Palantir is deeply tied into U.S. federal agencies and defense programs. That gives it a built-in “moat” in that vertical, including classified/mission-critical software.  • Recently, it won a large Army contract (up to ~$10 b over 10 years), consolidating several contracts under one umbrella.  • Its software is used in intelligence, logistics, operations, and more. That means even small budget allocations can be material for PLTR.  2. Rapid Commercial Growth & AI Platform Momentum • The commercial side is scaling fast. In recent quarters, revenue growth in the commercial segment has been very strong (e.g. 90-
PLTR
10-08 00:01
USPalantir Technologies Inc.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 182.62 0 | -- Closed |
TOPstock is soooo underappreciated. $4.5T market cap is the MINIMUM it should have traded 3 years ago
2.06K
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2025-10-08
$Tesla Motors(TSLA)$ $Ford(F)$ 🚨🔥🚗 Tesla’s $40K Model Y Shake-Up: Gamma Walls, Call Unwinds, and Hedging Frenzy 🚗🔥🚨 I’m watching Tesla closely as today’s 1% dip reveals a deeper battle brewing beneath the surface. Tesla’s surprise launch of a budget Model Y priced under $40K has triggered a rapid shift across options positioning, gamma levels, and competitor sentiment. This isn’t just a price cut; it’s a strategic line in the sand as the EV war intensifies. ⚡ Strategic Pivot Meets Market Mechanics The budget Model Y trims luxury features to keep costs low, clearly designed to defend volume as competition ramps. It’s a classic Tesla play: trade short-term margins for long-term market share. But options flow i
TOP🚗I’m looking at that $450–$455 Gamma Wall you highlighted and it really does look like the first serious test zone. If call resistance holds here, we could see price coil under that level before any meaningful breakout. $TSLA flow confirms it.
1.38K
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2025-10-08
$Vanguard S&P 500 ETF(VOO)$ I opened $Vanguard S&P 500 ETF(VOO)$ ,Another weekly DCA into VOO. So far I'm 10.5% in profit after the past 1 year of investing and weekly DCA-ing into VOO. The investment is being funded by my options earnings as my ways of converting risky trades into more boring but predictable investing strategies. Glad that it works so far. Looking forward, I might look to add some additional investment to this with increased options earnings with enlarged capital pool. Another weekly DCA into VOO. So far I'm 10.5% in profit after the past 1 year of investing and weekly DCA-ing into VOO. The investment is being funded by my options earnings as my ways of converting risky trades into more boring but predictable in
VOO
10-08 01:34
USVanguard S&P 500 ETF
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 614.67 0 | -- Closed |
TOPWow, this is at a 52 week high and then some wish it was more affordable. I wonder if it would ever split lol probably not.
932
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2025-10-08
Delta Air Lines (DAL) Free Cash Flow Driver For Profitability Amid Stable Fuel Prices and Disciplined Capacity
$Delta Air Lines(DAL)$ is scheduled to report its fiscal Q3 2025 earnings on 09 October 2025 before the market open. Earnings Per Share (EPS) : Delta has guided non-GAAP EPS for Q3 2025 in the range $1.25 to $1.75. It also expects operating margin in Q3 of 9% to 11%, and year-over-year revenue growth of 0% to 4% for the quarter. For full-year 2025, Delta has “restored” guidance of EPS $5.25 to $6.25 and free cash flow of $3B to $4B. Some analysts have increased Q3 estimates: e.g. Seaport raised its EPS estimate from $1.50 to $1.70. The Street consensus tends to cluster around ~$1.49 EPS for Q3 (though ranges vary). Thus, there is already a fairly wide range baked into guidance (a $0.50 swing), which hedges Delta against surprises but also increases
TOPPrice target raised to $72 Expecting good earnings this week
2.49K
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2025-10-08
$BitMine Immersion Technologies Inc.(BMNR)$ $T-REX BMNR(BMNU)$ $Grayscale Ethereum Mini Trust ETF(ETH)$ $SharpLink Gaming(SBET)$$2X ETHER ETF(ETHU)$ Key Takeaways: Ethereum price falls 3.54% to $4,410, underperforming the broader crypto market (-2.32%). $60B wiped from crypto market in 1 hour, dragging ETH below key resistance. ETH faces rejection at $4,542 Fibonacci level, raising correction risks. ETF-driven rally fades as traders take profits and whale activity stabilizes. Ethereum Price Falls to $4,410 Amid Market-Wide Liquidations and Resistance Rejection Ethereu
TOPthis might be last chance at $60. Etherium destined for $5000 and beyond.
33.39K
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2025-10-08
DKNG : Buy Into Weakness, Cramer Says !
On 03 Oct 2025, CNBC's "Mad Money" host Jim Cramer declared $DraftKings Inc.(DKNG)$ share price plunge a compelling buying opportunity, urging investors not to shy away but to consider entering the stock amidst market overreactions. His argument centred mainly around the fact that competition from online “prediction markets” is not a significant threat to DKNG’s business. He considers concerns over “prediction markets” to be overstated and suggests establishing a small position ahead of the upcoming earnings release, slated for 06 Nov 2025. What Are “Online” Prediction Markets ? Prediction markets have a long history, with informal versions dating back at least 1,000 years, where people bet on various outcomes such as military battles, royal succe
TOPStates are telling licensed operators like DKNG to not do prediction markets or lose their license
2.35K
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2025-10-08
From Carts to Credits: Why MercadoLibre’s Fintech Engine Is Leaving E-Commerce in the Dust
As Latin America’s digital payments surge, MercadoLibre’s Mercado Pago is quietly transforming from a checkout button into a financial powerhouse—and Cathie Wood is taking note. For years, investors have loved to label $MercadoLibre(MELI)$ as the 'Amazon of Latin America.' It’s a lazy comparison. While $Amazon.com(AMZN)$ sweats over warehouses and same-day deliveries, MercadoLibre has quietly evolved into something far more profitable: a fintech empire disguised as an e-commerce firm. Today, I see MercadoLibre less as a marketplace and more as the beating heart of Latin America’s digital finance revolution. And if Cathie Wood’s latest ARK allocation is anything to go by, I’m not alone in thinking that the
TOPI have an extremely good feeling that shortly due to things happening, MELI will do a 10 for 1 stock split .
1.39K
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2025-10-08
Levi Strauss & Co. (LEVI) Guidance and DTC Channel Growth To Watch Amid Tariff Impact
$Levi Strauss & Co(LEVI)$ is set to announce its fiscal third-quarter 2025 earnings on Thursday, October 9, 2025, after the market closes. Investors will be keenly watching the results for insights into the company's performance amidst a dynamic retail environment. Here's a detailed analysis of what to expect and the key metrics to monitor. Wall Street analysts have a generally positive outlook on Levi Strauss, with a consensus rating of "Moderate Buy" to "Strong Buy." However, the financial expectations for the third quarter suggest some headwinds compared to the previous year. Earnings Per Share (EPS): The consensus estimate for Q3 2025 EPS is approximately $0.31. This represents a slight decrease from the $0.33 reported in the same quarter
TOPCan't figure out why some analysts are rating Levi as a strong buy at current price + $24
2.03K
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2025-10-08
I'm absolutely thrilled about gold breaking the $4,000 mark for the first time in history! This surge is a clear signal that investors are waking up to the realities of fiscal instability, debt expansion, and the potential threats to the Fed's independence. As someone who's been bullish on gold for a while, I see this as the start of an incredible run. The fact that analysts are calling it a "debasement trade" only strengthens my conviction—people are hedging against economic uncertainty, and gold is their go-to safe haven. $SPDR Gold Shares(GLD)$
TOPNice Sharing 😁 & Gold 🪙 shooting 🌠 to the Moon 🌝. is it too late to chase the gold [Thinking]... Has to ask the Golden 📈 for Entry Setup [Chuckle]. @JC888 @Barcode @koolgal @Shernice軒嬣 2000 @Aqa @DiAngel
5.48K
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2025-10-08
I was surprised to see the news about Tesla $Tesla Motors(TSLA)$
TOPMost likely Tesla is about to hit 500 soon Optimus and robotaxi are insane Neurolink is insane xai is insane grok is insane boring company is insane Starlink is insane
60.15K
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2025-10-08
OpenAI’s DevDay and the AMD Partnership: Reshaping the AI Landscape
This Monday, OpenAI completely dominated the U.S. capital markets with its highly anticipated 2025 Developer Day (DevDay). Interestingly, Sam Altman didn’t focus on showcasing new model iterations this time. Instead, he revealed a much broader and more strategic roadmap — one that positions ChatGPT as the core of a new “AI operating system” and introduces a landmark partnership with AMD. Together, these moves signal that OpenAI’s full-stack AI ecosystem is quickly taking shape, and the AI landscape is starting to shift. Everything OpenAI announced at DevDay 2025: Agent Kit, Apps SDK, ChatGPT, and more | ZDNET From ChatGPT to an “AI Operating System” This year’s Dev Day wasn’t about model upgrades — it was about a leap from product to platform. The main updates included: Apps SDK – Dev