$Advanced Micro Devices(AMD)$$NVIDIA(NVDA)$ 📉 $7.8M+ in single-leg puts bought on $AMD with $3.4M+ in calls sold. Shares slid over $7 from the intraday high as bearish positioning dominated the tape. Puts steadily climbed throughout the session, surging past $7.8M in premium, while call premium collapsed by $3.4M. The inflection hit late morning when upside momentum faded, call sellers stepped in aggressively, and put buyers drove a decisive liquidity flush. This kind of premium skew, with puts outweighing calls by over $11M, often signals institutional hedging or directional positioning ahead of a potential catalyst. 👉❓Is this just short-term hedging or the start of a deeper rotation out of AMD? 📢 Don’t
🚀 ONDS: The Little Tech Engine Powering the Next Wave of Wireless & Drones
In this article, I am going to share how I see ONDS $Ondas Holdings Inc.(ONDS)$ as a speculative, high-upside technology name worth watching. Below is a deep dive in my voice — what excites me, what worries me, and why I've begun accumulating it. Stock Introduction & Basic Snapshot Ondas Holdings Inc., ticker ONDS, is listed on the NASDAQ. ONDS The company operates through two main business units: Ondas Networks and Ondas Autonomous Systems (which includes drone and robotics solutions). Its mission: bring industrial-grade wireless connectivity and autonomous data/robotic systems to infrastructure, defense, critical operations, and utility sectors. As of recent reports, ONDS is still unprofitable (negative EPS) but
$Advanced Micro Devices(AMD)$ Since the beginning of September, there has been exciting news every day. After the frequency of AI usage increased exponentially, all basic infrastructure has become very tight.This time, it's AMD's turn to enjoy a sharp rise. After securing a $60 billion deal with OpenAI, it has moved a step closer to the trillion-dollar market capitalization threshold. However, before that, we need to see what the next steps are after AMD's surge.First, looking at the overall options open interest: on the day of the surge, a large number of out-of-the-money call options were closed. Both long and short positions reached their profit-taking or stop-loss levels. However, there wasn't a significant amount of long-dated opening position
1/ $Advanced Micro Devices(AMD)$ has just signed a $100 billion chip deal with OpenAI.This is just the beginning.It has a path to become a $1 trillion company as it's catching up with $NVIDIA(NVDA)$ in both hardware and software.Here is my AMD investment thesis: 🧵Lisa Su holding two semiconductor chips in her hands. She stands in front of a large AMD logo on a dark background.2/ AI infrastructure spending is accelerating.Most people still don't see what's coming.Jensen Huang thinks that annual AI-chip spending will reach $1 trillion by the end of this decade.This is a massive total addressable market for both AMD and NVDA.3/ NVDA has taken the lion's share of this market so far.This was because of two reas
This is the $Advanced Micro Devices(AMD)$ investment thesis.The bulk of the costs to run AI models comes from inference and training. $NVIDIA(NVDA)$ dominates training due to its first-mover advantage, NVLink, and CUDA.Currently, most models run inference tasks on the same chips used for training, which is why the costs are so similar.But this is about to change.As the gains from pre-training begin to flatline, training workloads will decline while inference demand will skyrocket.Inference requires as much memory as possible within a single server. $Advanced Micro Devices(AMD)$ excels here.Its expertise in chiplet design allows it to connect multiple memory dies to
$Advanced Micro Devices(AMD)$ The story is not just that OpenAI agreed to buy AMD chips. It is how the deal was set up. Instead of paying billions upfront for GPUs it will not need for years, OpenAI secured the right to buy about ~10% of AMD stock at almost no cost if it follows through on the orders. That structure ties the two companies together and finally gives AMD the kind of long-term visibility it has never had in its data center business. It also puts OpenAI inside the loop on AMD’s ROCm software, which should push it to mature far faster than it would have on its own.If ROCm can prove it can run OpenAI’s largest models in live production, it signals to the rest of the market that AMD is no longer just a fallback supplier. It becomes a cred
Hello everyone! Today i want to share some technical analysis with you!1. $BitMine Immersion Technologies Inc.(BMNR)$ Played out perfectly so far. Image2. $Ethereum(ETH.USD.CC)$ Volume shelf peekaboos are fun.Image3. $iShares Russell 2000 ETF(IWM)$ Small caps are JUST starting to breakout.Image4. $Wheels Up Experience Inc.(UP)$ 1. Strongest divergence signal I know in the market printed last week which is a Williams % Range uptick while the candle closes red.2. Doji at the trend zone.3. Bull flag on the weekly candle.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up
$S&P 500(.SPX)$ Buy.The.Dip. Is the name of the game the past 3 weeks. SPX to 6800 in play if it can get through Fridays highs near 6750.SPX Oct 8 6800C can work above 6750 $Tesla Motors(TSLA)$ announcement inbound tmrw. If there's a positive reaction, TSLA to 465 in play.TSLA 460C can work above 450 $Meta Platforms, Inc.(META)$ if it gets back through 719 we can see 740 in the next 2 weeks.META Oct 10 725C is best above 712 tomorrowWe have a bunch of Fed speakers starting at 7am PST tomorrow. Good luck everyone!! 🫡For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission.
AMD: No One Wanted It At $100, Everyone Wants It At $200 🤡
$Advanced Micro Devices(AMD)$ When $AMD was trading around $100 earlier this year, sentiment was dead. Fast forward a few months it’s back above $200, up 130% off the lows, and just printed new 52-week highs. Every dip since April has been bought aggressively, and with a clean breakout through $187, the chart now opens up toward $250 next and potentially $300 into 2026.Recent DevelopmentsOpenAI Partnership: AMD secured a multi-year AI chip supply agreement with OpenAI to power their upcoming training clusters, positioning Instinct GPUs as a direct alternative to NVIDIA’s lineup. This could be AMD’s most significant enterprise AI win yet.AI Server Demand: MI325X chips are selling out as cloud and enterprise orders continue to accelerateTSMC 3nm Capa
Hello everyone! Today i want to share some option strategies with you!1.We're rolling with an Oct 17 expiry $65/$60 put credit spread on $McCormick(MKC)$ for a pre-earnings trade. Not really super confident about this play, but the market is ripping and we're feeling like throwing caution to the wind.Image2.Appreciate the shout-out !!! $UiPath(PATH)$ has been on the radar for a very long time.3.Am debating doing the same and taking profit on $Advanced Micro Devices(AMD)$$Micron Technology(MU)$$NVIDIA(NVDA)$$Taiwan Semiconductor Manufacturing
Bullish on AMD: The Next Dark Horse of the AI Revolution
As an investor closely tracking the tech sector, I am highly optimistic about AMD (Advanced Micro Devices) following its performance on October 7, 2025, and its long-term prospects. Today’s stock price surged to $203.71 (up 23.7% from yesterday’s $164.67), hitting a 52-week high of $226.71. This impressive rally is no fluke—it’s driven by a landmark partnership with OpenAI. Unmatched Partnership Potential The cornerstone of today’s surge is AMD’s multi-year agency agreement with OpenAI, which involves deploying up to 6 gigawatts (GW) of AMD Instinct MI450 GPUs, with the first 1 GW rolling out in the second half of 2026. This deal could unlock hundreds of billions in infrastructure orders (estimated at $50B per GW) and includes OpenAI securing options for 160 million AMD shares (approximate
$AMD 20260116 230.0 CALL$ The OpenAI deal includes warrants for ~10% of AMD’s shares, aligning long-term upside. AMD’s Advancing AI 2025 event revealed MI350 and MI400 chips, plus Helios rack-scale AI infrastructure, expanding its full-stack AI positioning. 
$VXX 20251017 41.0 CALL$ selling covered call to squeeze some premiums out. covering the decaying value while waiting for the spike. lets monitor for 2 more weeks.
$NVDA 20280121 140.0 CALL$ - Entry 76.60 Restarting with a 10k USD small account using different option strategies: LEAPS, PMCC and CC. Strictly following the below for LEAPS entry 1) Choose a stock/ETF I have strong conviction in 2) Choose > 1.5yrs DTE 3) 0.8 Delta 4) Soft Point: Return on Premium for selling PMCC should be > 1.5% on weeklies. Let the games begin !
$Vanguard S&P 500 ETF(VOO)$ Shares of chipmaker AMD (AMD) soared in early trading on Monday after the company announced a multibillion-dollar deal with OpenAI (OPAI.PVT). The move will see AMD provide upward of 6 gigawatts of GPUs to the AI juggernaut over several generations, starting with its MI450 chips in the second half of 2026. As part of the deal, OpenAI will take a stake in AMD worth
$AMZN 20251010 220.0 CALL$ AMZN: collect $243 (1.1%) premium from this covered call. Contract expires this Fri 10th Oct. Bought in 100 shares last Fri from the cash secured put being in the money on expiry when AMZN closed at $219.51. Monday trades went to as low as $216.03 as of writing and decided to just sell a short dated 1 week call to sell this back off if possible as part of options wheel strategy.