Reddit Posts
Oi, get on the car. The market took a sharp dive.
Options Trading Question about strike prices
Everything there is to know in premarket 29.01. Including positioning analysis of GOOGL NVDA and AAPL
Oxy is the most undervalued company based on FCF yield on EV in the market right now.
AAPL: earning this week. Can it make 200+ before that?
$PYPL Ad: Six innovations that will revolutionize commerce
XR products launched in CES 2024, technology IP innovation is expected to achieve a value leap
Came here to find my dumpster for the week.
Wall Street Newsletter S03E06: All-time highs are here. What's next?
Vision Pro’s coming. What are your AAPL moves??
MSFT has now overtaken AAPL in market cap.
what did they say about "An AAPL a day" again
What stocks(s) did y’all buy recently and when was it?
Apple’s MR headset mass production started, Meta creates XR + AI innovative virtual office experience
Apple’s MR headset mass production started, Meta creates XR + AI innovative virtual office experience
Offsetting Previous Losses While Continuing to Invest for the Future
Everything to watch and expect for the trading week ahead, including expectations and analysis around AAPL, TSLA, and RETAIL SALES data.
Everything I'm Watching going into the trading week, including expectations around TESLA, AAPL and SPX Call Resistance at 4800.
AAPL, TSLA, NVDA: What positioning looks like for the short term. Analysis of the option market
AAPL, TSLA, NVDA: What positioning data tells us to expect for price action in Short term.
An Exploration of Analyst Ratings and Stock Market Bias
An Exploration of Analyst Ratings and Stock Market Bias
Is it normal for the index funds to be weighted this heavily by mega caps?
Google, Amazon, and Unity are among the tech companies implementing layoffs to start 2024
What Company Do You Think Is Least Likely to be Doing “Insider Trading”?
TSMC posts flat Q4 revenue but beats expectations
Generative AI drives innovation:There will be more emerging growth opportunities in 2024
Generative AI drives innovation:There will be more emerging growth opportunities in 2024
Apple releases a multimodal LLM model, WIMI AI tech became the AGI mainstream trend
Apple releases a multimodal LLM model, WIMI AI tech became the AGI mainstream trend
Somebody’s iPhone survived a 16000-foot fall completely undamaged. Calls on AAPL
AAPL lags again in premarket after another downgrade in the week. Note: I am holding AAPL and bought more on Tuesday after the 1st downgrade.
AAPL lags again in premarket after another downgrade in the week. Note: I am holding AAPL and bought more on Tuesday after the 1st downgrade
[News] A January "rout" in megacap tech stocks this month is now the Wall Street consensus, according to the BofA equity team.
[NEWS] A January "rout" in megacap tech stocks this month is now the Wall Street consensus, according to the BofA equity team.
The Efficient market theory; Points, counterpoints, discussion.
Okay Portfolio Going Into 2024? [23 YOLD Looking for long term investments]
Deciding REITS for my portfolio. But lack the confidence in knowing how to valuate each choice.
[News] Apple downgraded to underweight by Barclays. This comes as they warn of cooling iPhone demand. Price target at 160, 17% below Spot.
Everything I'm watching in premarket 02/01. Keep an eye on AAPL for intraday trading (if you trade actively), down 2% in premarket at time of writing.
A complete summary of everything I'm watching/Expecting in premarket today 02/01. Keep an eye on AAPL.
If you had $40k to invest right now, what would you do with it?
Buying AAPL $125 Put since it obviously rejected $200
Seeking Advice on Reallocating Tech Stock Profits to IRA: Long-Term Gains vs. Retirement Planning
I am an ex-prop trader and these are the stocks on my watchlist (12/28)
Airpods pro has futuristic sound quality. #AAPL calls
$INTC Israels : 3.2Billion for a Western Worlds TSM. And that ASML NM Machine. 5nm, 3nm, 2nm coming. No More Taiwan TSM China Fear.
The global communications industry has ushered in a new technological revolution
Mentions
AAPL is not a growth stock, their revenue has been flat for years
AAPL exists in a quantum state of being both a growth stock and a value stock simultaneously
AAPL just keeps going up
HOOD, OPEN, UNH, and AAPL are the 4 green stocks im following in a sea of red lmao
Should I take 3k profit on AAPL calls now or wait for handsome Jerome "jpow" Powell to hang grenade the market
Just me and my AAPL puts against the world
Yall notice the market is pinned to the $0.25 +/- in prep for FOMC tomorrow? SPY: 660.00 MSFT: 509.04 AMZN: 234.05 GOOG: 253.42 WMT: 103.42 AAPL: 238.15 TSM: 262.06 IBM 257.52
AAPL sucks so much compared to the other MAGs, istfg.. Good news? Flat. Bad news? Flat. *No* news? Believe it or not, flat. 👍
Forward PE of MAG7 Stocks(yesterday) 💻 GOOG 24.23 📱 META 27.13 🍎 AAPL 31.70 🪟 MSFT 32.85 📦 AMZN 34.38 🧠 NVDA 39.58 🚗 TSLA 233.80
Apple doesn’t need to reinvent the wheel… they’ll sell the same wheel in a new box and the market will still eat it up. That’s why $AAPL is $3T
AAPL gonna keep goin up. iPhone sales strong, narrative changing.
Thinking AAPL ITM puts are the play, the mega bounces never last
I'm not going to say to stay away from options but having an account with options is like handing a loaded gun to a chimp. There are many ways to over leverage and shoot oneself in the foot when you don't know what you are doing. If you wan to learn options, start studying and think of it as a 2-3 year project like getting a master's degree. To my 22 year old self, I'd recommend investing in some individual stocks over the years. I mean as the years tick by and you see some product you absolutely love, throw a few bucks at it. I don't mean YOLO but a small investment - no more than 2-3% of your account. In like 1990-91 I saw a demo of Windows and Word and Excel doing object linking and embedding. We were still using DOS at the office. Should have thrown a few thousand at MSFT. I recall looking at Apple in 1994 at like $7/share and not understanding why the market thought they sucked so badly. We were buying PowerMacs and they were so much more advanced than PCs at the time. When Amazon started selling discount books and I stopped buying books at brick and mortar stores, that should have been the signal to buy AMZN. Same with AAPL again when we started buying iphones at work. Around 2002, I was so excited to get a Gmail invite. Everybody was flocking to Gmail. Another signal. Anyway, you get these little nudges throughout your life. Dip a toe in and throw a few bucks at them.
Export licenses for NVDA, contracts for PLTR, tariff exceptions for AAPL, tik ton for ORCL. I think the next time TSLA dips they'll brink back the EV credit
Were gonna get a .25bp cut with .75bp to be cut within the next 6 months to a year and we will see SPY at 675; open at 17, NVDA at 200, TSLA at 500 and AAPL at 235
AAPL never goes down. If they have a bad quarter they just announce a buyback and juice it back up.
TSLA, AAPL, and META holding up this joke market today
AAPL is becoming a contrarian stonk wtf Lmaooo
AAPL saving my ass right now.
Sold my AAPL calls too early
AAPL tryna give me the best bang for my buck with these calls
What if AAPL bought Tik Tok... They surely have kissed the thing enough to get that deal...
So Everything moved but AAPL, Why? Can We see $ 262 again?
TSLA does $100B / yr in revenue, $1.3 T market cap AAPL does $400 B / yr. $3.5 T market cap. TSLA also has a deep but fairly uncertain product bench. Their revenue is as a car & also a solar/power grid battery company. But at their core they are a technology company. There's some chance TSLA productize self-driving as a service for other car brands, autonomous taxi-network as a service, AI training and inference chips as a product, and/or humanoid robot - you can decide how you want to weight the likelihood of that chance, but some investors will give it high weight. It makes it hard to have too much conviction in a bear thesis.
Just copy-pasting from ChatGPT as I’m at work: 🚕📈 YOLOing Southeast Asia’s UberEats: $GRAB DD 🚀🍜 Listen up you smooth-brained degenerates. While you’ve been bagholding $GME since 2021, there’s an actual boomer tech stonk cooking in Southeast Asia: Grab Holdings ($GRAB). If you’ve ever been to Singapore, Jakarta, or basically anywhere that smells like durian and diesel fumes, you’ve probably used this super app to get noodles delivered or grab (heh) a motorbike ride. ⸻ 🏦 The Company Grab is the Uber + DoorDash + Venmo of Southeast Asia. They do rides, food delivery, payments, and even pretend-bank stuff like microloans and insurance. Basically, they want you to never leave their app. Sound familiar? Yeah, it’s like WeChat with extra MSG. ⸻ 📊 The Numbers (aka why you shouldn’t just YOLO calls yet) • Financial Services growth: Up ~34% YoY. Their “bank” side is stacking deposits like I stack ramen bowls after a Friday night binge—+50% QoQ. Supposedly gonna hit positive EBITDA in 2 quarters. Translation: they might actually print tendies instead of burning cash. • Ride-hailing & food delivery: Still competitive, still thin margins, but sticky user base. • Cash needs: Rumor is they’re begging for $2 BILLION in bridge financing to buy their Indonesian rival GoTo. That’s either galaxy-brain consolidation… or lighting a dumpster fire with jet fuel. ⸻ 🤝 The GoTo Deal • They’re in due diligence to scoop up GoTo Group (think Uber + Shopify but in Indo). • If it happens, Grab basically controls Southeast Asia’s gig economy. Regulatory watchdogs will hate it, but imagine the cost-cutting synergies (aka firing everyone twice). • If it fails, Grab still looks like the desperate dude at the bar offering to buy GoTo a drink with borrowed money. ⸻ 🚀 Bull Case (moon math) • Grab’s “fintech” division actually hits breakeven → higher margins than slinging fried rice deliveries. • GoTo acquisition clears → they become the final boss of SEA ride-hailing. • Network effects keep normies locked in → app becomes “can’t live without” in SE Asia. • Stock goes burr. Diamond hands only. 💎🙌 ⸻ 💀 Bear Case (clown math) • Regulators block the GoTo deal harder than my ex blocks me on Insta. • They drown in debt raising cash for acquisitions → dilution city. • Margins get wrecked by higher fuel/labor costs. • Competition (new apps, local upstarts) eat their lunch like it’s free nasi goreng. ⸻ 🎰 The Play • Current thesis: this isn’t a $TSLA rocketship, it’s a mid-term grinder. If financial services actually flips positive EBITDA, market sentiment turns. If GoTo gets absorbed, this stock isn’t just GRAB—it’s GRAB-THIGH-HIGH-GROWTH. • Short term: risky AF (financing + regulatory + integration hell). • Long term: could actually be one of the few SEA tech companies that makes money and doesn’t implode like $SE. ⸻ Verdict If you want SAFE, go buy $AAPL and cry into your 401k. If you want emerging-market, debt-fueled, acquisition-rumor YOLO with a side of pho—then maybe, just maybe, $GRAB belongs in your casino portfolio. 🚕💸 “Grab” these tendies or get left at the curb.
if AAPL really added pwm eye strain settings on their phones i am buying 17 max pro hermes tim apple edition
RDDT GOOG ICU and hold. I also have some MSFT AAPL and DJIA
Most people “say that” then I show them how to go to the historical performance page, time range to all years, compare to benchmark = sp500, it overlays the chart to their actual performance. Their performance is below. Most people don’t know how to review the counterfactual. And people “trained in finance” won’t sit there and let them pick through their trades. Then you can take the oldest holdings of the things she sold, and show her how much more money she would have if she just never sold. She might have never sold and that is why she has 140. Who knows. I doubt it though. Normally people who are above are because they have a concentrated position in like MSFT or AAPL or something. Set to div reinvestment and didn’t look at it for years.
It has been remarkably easy to beat index funds over the last 10 years. You only had to buy the big names that are always in the news, like MSFT, AAPL, NVDA, etc. Ignoring the other 490 out of the S&P 500 was a winning strategy, you didn't have to be a financial genius to do that. Whether this will be true of the next 10 years is anyone's guess.
I hold ASTS, but OP you're being dishonest. That video did not imply or suggest they are "partnered" with AAPL. They used multiple different animations showing their service working with different UIs. One was AAPL but that, that means nothing, it's just for illustrative purposes. Nothing in that video was new - they have always said they aim their service to work on standard hardware.
The video shows an unreleased iOS dev beta, performing a livestream over the native Facetime app through a satellite...showing "Sat2Cell" as the network. People are saying this strongly suggests AAPL is working with ASTS to integrate this functionality into iPhone. No official announcement yet. But it does align with long tern speculations about the two companies. And it makes sense since AAPL needs to batten down the hatches and prepare for war with Elon.
SPY and AAPL calls
AAPL trying to go red. :(
Watch the demis hasbais podcast from the weekend. $GOOGL deepmind alone can carry it to $300. It's cloud revenue is growing big time. CEO let it slip last week that backlog>revenue growth which means at 30%+ so $25b a year. Search is not declining, Gemini is #1 on IoS and more downloads MoM then other LlM, Google education program rolling out across schools, some big cloud partnerships and soon $AAPL integration of Gemini into phones. It's at a 25.5 P/E ON FY25 revenues. Still undervalued considering $amzn $msft are 35+ So much big market movers coming.
Hold it. Printing big Watch the demis hasbais podcast from the weekend. $GOOGL deepmind alone can carry it to $300. It's cloud revenue is growing big time. CEO let it slip last week that backlog>revenue growth which means at 30%+ so $25b a year. Search is not declining, Gemini is #1 on IoS and more downloads MoM then other LlM, Google education program rolling out across schools, some big cloud partnerships and soon $AAPL integration of Gemini into phones. So much big market movers coming.
It won't go $0 Watch the demis hasbais podcast from the weekend. $GOOGL deepmind alone can carry it to $300. It's cloud revenue is growing big time. CEO let it slip last week that backlog>revenue growth which means at 30%+ so $25b a year. Search is not declining, Gemini is #1 on IoS and more downloads MoM then other LlM, Google education program rolling out across schools, some big cloud partnerships and soon $AAPL integration of Gemini into phones. So much big market movers coming.
Up 16% today on AAPL calls i got last week! 🤩
That's what I think to AAPL is just betting on diminishing returns from a.i. spend.
That AAPL call snatch though lol
4th after NVDA, MSFT & AAPL
Well shit who’s gonna hit 300 first….AAPL, GOOGL, or AMZN
AAPL gonna rip back to ATH
My AAPL calls already covered my iPhone Air purchase
My favorite part of this bol market is that AAPL is up 18% in 30 days and still hasn't participated in the AI boom.
AAPL, Alphabet, TSLA, META and AMZN are up. 660 is otw
Based on sector rotation and fund flow data on moomoo, it seems like tech overall has been seeing net outflows lately, while AI-themed capital is favoring more direct plays like NVDA and MSFT. I’m considering trimming AAPL a bit and reallocating toward companies with stronger AI exposure.
AAPL put Gemini atop its app store AAPL×Gemini partnership coming in hot
These are my tomorrow moves look at the picture in the picture and you will see the picture dudes Yolo man we got this bro's to the moon baby yeah don't mess with the stunks dude and dudets https://preview.redd.it/o8e3jav918pf1.png?width=4636&format=png&auto=webp&s=c9e917494da0784a61ac72f853b29aa8a4737a8d Lol AAPL holding green while MADE and WAY looking cooked 🔥. Classic WSB watchlist chaos. I get why mods love hype, but if you peep [this trade analyzer](https://stock-analyst-master-station-910328429009.us-west1.run.app/) and cross it with [this YouTube vid](https://youtu.be/TN_OZQf8j6s?si=Wx2nKrfi8oiPosST), you actually see strategy. Guess smart money isn’t meme enough for them.
Been watching the big tech 3 GOOG, MSFT & AAPL and it feels like there's major bias against MSFT. When market tanks MSFT tanks harder than the other 2 and when market rises it rises slower then the other 2. Market has justification for its bias against MSFT. It promised that its OpenAI was gonna be the next skynet T-1000 terminator out to replace every blue and white collar job there is but after 5 years since the stock jump hype all Sam Altman & MSFT delivered is a fancy search engine and college cheating tool. Hell GOOG is currently more popular and bigger adoption rate on mobile stores than ChatGPT.
Goog, MSFT and AAPL has been my lifetime DCA companies and that's through Supreme court merger court cases, monopoly suits by FTC and too many battery and device recalls from all 3 companies for the last 15 years and I don't see myself stop DCA these 3 anytime soon.
Orange man, Jensen, Sam, and Tim Apple are heading to the UK next week. Day 1 with the royalties, day 2 with the businesses. Tons of photo ops – and we all know how that ends. Last time Tim went to the White House with his golden toy, AAPL skyrocketed. This time it’s the same play: NVDA and Apple in pole position. Meanwhile, in the background: US-China dialogue. Reuters confirmed Beijing has launched anti-dumping probes into US chips right before the talks. China’s ministry accuses Washington of “protectionist” practices aimed at suppressing the growth of strategic sectors like AI and advanced chips. But realistically, despite all the “we’ll build our own” chest-thumping, Baba & co. just aren’t there yet. NVDA has become the real trump card (pun intended). This week it’s a 1-2 punch: Trump in the UK with Jacket Huang by his side + US-China talks in Madrid.
Buybacks are only value accretive if the stock, at the current price, yields more than the companies cost of capital (or your opportunity cost if you prefer). Otherwise, they reduce the value of your shares. Or in other words, buybacks can (from a fundamental viewpoint) destroy capital/lower the value of your stock if the stock is too expensive. For example, $AAPL buying back stock at 35 times earnings or 2.8% earnings yield is value destructive. Holding cash would yield 3.9%. (Note this is a very very simplified example as the company's prospect might be much better than implied through their earnings but I hope you get the idea that some buybacks are actually terrible)
AAPL and GOOGL all the way baby
Good stuff. I have finally built up to the point where I can do CCs on AMZN and AAPL. Love these two tickers.
$AAPL going to face rip on Monday. "E-commerce giant JD.com said that within the first minute of pre-orders opening at 8pm on Friday, sales of the iPhone 17 series exceeded the entire first-day pre-orders of last year’s iPhone 16, reports the South China Morning Post" "Apple India breaks pre-order records with locally-made iPhone 17 series"
In your delta hedging, do you mean ‘owning 100 shares of AAPL and selling 20 contacts of 5 delta call’?
AAPL is going to crush big time! GLW is the glass manufacturer for their phones. Should be a really nice upstream effect for AAPL suppliers
Have all my money in AAPL and SPY calls 🤞 praying jpow saves me
Don't even ask the question. The answer is yes, it's priced in. Think Amazon will beat the next earnings? That's already been priced in. You work at the drive thru for Mickey D's and found out that the burgers are made of human meat? Priced in. You think insiders don't already know that? The market is an all powerful, all encompassing being that knows the very inner workings of your subconscious before you were even born. Your very existence was priced in decades ago when the market was valuing Standard Oil's expected future earnings based on population growth that would lead to your birth, what age you would get a car, how many times you would drive your car every week, how many times you take the bus/train, etc. Anything you can think of has already been priced in, even the things you aren't thinking of. You have no original thoughts. Your consciousness is just an illusion, a product of the omniscent market. Free will is a myth. The market sees all, knows all and will be there from the beginning of time until the end of the universe (the market has already priced in the heat death of the universe). So please, before you make a post on wsb asking whether AAPL has priced in earpods 11 sales or whatever, know that it has already been priced in and don't ask such a dumb fucking question again.
AAPL to $300 by the end of the year
Sorry, pal. Specifically NFLX, AMZN, AAPL, and META are going to be red from here on out. I don't make the rules.
AAPL calls next week??
New iPhone pre orders in China beats last iPhone first day numbers in first MINUTE. Wait until USA numbers come out... may have been wrong about puts on AAPL https://www.reddit.com/r/apple/s/DG253DvZn8
You are correct that the majority of BRKs $ is in equities. But think about it for a moment. BRK fully owns: BNSF, GIECO, Duracell, Fruit of the Loom, See's Candies, Dairy Queen, and Precision Castparts. Of their ~$1,200 B in holdings, approximately 340 B cash/treasuries 240 B in non controlling assets (of which AAPL was largest) 600 B full on subsidiaries. So the bottom line, is they are sitting with ~60% of their investments $ in cash. That is a pretty big chunk. This accounts about
Sure! Current in play are NVDA and AMZN. Others on my list are AAPL, NFLX, AMD…and then the other five I haven’t touched in over a year are TSLA, JPM, QQQ, VIX, and MARA. AMZN and NFLX have been my two favorites. When I open a CSP, I look for delta between .30 and .40. When I get assigned I try to have my call strike the same as what my put strike was. Let me know if you have any questions.
iPhone orders in China break records. I think US will also show strong orders. Feeling like AAPL could continue to build to $245/250 in a couple weeks
I hear you but he’s essentially said he’s simply taking profits specifically with AAPL and BofA because the % they’ve grown to in his portfolio. I don’t disagree that valuations are high versus historical levels, but to me it seems like he’s simply taking profits which is just good portfolio management 101
AAPL. Double digit growth last ER. Still below ATH. Sleeping giant.
It is not “rigged” in the casino-backdoor sense. Exchanges are not secretly tilting prices against you. The math of options is public and every professional trader is playing on the same tape you are. What is true is that the game is stacked in a different way. First, options are systematically overpriced versus realized volatility. That is the variance risk premium. It exists because institutions are willing to pay for the service of insurance in case their massive assets (think 100 millions of AAPL stock) goes down. They cant afford to sell 100millions of AAPL stock, so they insure it with options and pay a premium for the service. If you are habitually long premium, you are paying that edge away. Now regarding market makers, they are the easy scape goat because nobody truly understand what they do and their algos have scale, speed, and risk offsets you do not. They are not “cheating,” they are just structurally better equipped to ... well respond to the demand of people willing to trade options, whether you buy them like a fund manager, or sell them like any other participant. So yes, the game is hard. The “house” is not the exchange secretly flipping a switch, it is the laws of probability and flow. You are competing against better-capitalized, faster, hedged players who are clipping small edges over and over. That feels like a casino if you do not understand where the edge comes from. The market is not out to get you, but it is relentlessly efficient at taxing the naïve. If you play without an edge, you are the liquidity. If you play with discipline and an actual signal, you can be the one collecting. Good luck.
Not 2000, but I bought AAPL in 2004 because I started to get “ecosystem” vibes after owning an iPod and iTunes getting released for Windows. I knew they had me locked in even as I was rocking a Motorola flip phone.
I didn’t trade much in 2022. I held onto large bags of mostly MSFT, AMZN, META, and AAPL though which you can imagine experienced a pretty big drawdowns. Never sold, still holding, still accumulating
It’s too big to fail and too big to meet people’s expectations but like AAPL and MSFT it will keep growing and have spurts but there are so many other stocks that will grow faster cause there in there growth period and so many techie’s that will be bought out or go broke or fail. Will there be another NVDA?? I doubt it. If anyone can it’s Elon
Thanks. Need the additional bump for my AAPL calls
JIM CRAMMER: "The new iPhones are incredible!!" I AM GONNA CANCEL MY PRO MAX ORDER AND CUT LOSS ON AAPL MONDAY
Of the 25 largest companies in the World… Only two are red ytd now: AAPL -4.0% LLY -2.9%
Apple is fked Apple’s $AAPL Robby Walker, Ex-Siri Head, Currently Overseeing Ai-powered Search Project, to Leave in Latest AI Exit - Bloomberg Looks like Google deal might be it
Apple is fuk Apple’s $AAPL Robby Walker, Ex-Siri Head, Currently Overseeing Ai-powered Search Project, to Leave in Latest AI Exit - Bloomberg
Fat sell candle on AAPL with 500k volume: the very next minute, ***instant*** dip buying
Will AAPL go up more or should I sell
im amazed how MM is still keeping QQQ afloat for so long by taking turns to pump AMZN, AAPL, META, TSLA, GOOG while most constituents are already in correction territory it feels like they are buying cheap puts to orchestrate a selloff once fed announces rate cuts aka buy the rumor sell the news
AAPL after iphone 17's launch "disappointment" be like GOOG in May. Somebody please put that Drake meme up.
Covered all AAPL shorts around 233.1 (from 233.9, 234.2 and 234.5) and took profit, it looks strong.
AAPL come on fucker
Bullish AAPL and Bullish Apples — but only the cupertino kind, but also Ambrosia's are pretty good.
High quality meme is what I am here for. CALL on AAPL 😍
This weeks sucks I cannot for the life of me stop doing things prematurely.... sold my AAPL and TSLA calls too early this morning/yesterday
09/19 AAPL 235c is it good?
If AAPL isn't careful, it's gonna get blackberry'd
Google and Samsung have far more compelling phone offerings than AAPL
AAPL deciding to be flat since 10:30 is a real kick in the balls
I'm so stuck with NFLX, META, AMZN, AAPL
AAPL why u pinned at 234 baby
Alright if you had to choose AAPL 9/19 335c UNH 10/17 360c TSLA 9/19 400c