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
Correct ! I was employee of CSCO at 2008. When CSCO market cap went up to $600 billion surpassing AAPL, they gave me nice 10 year stock options at $32 and it never reached that $32 until stokck options became worthless due to 2008-2009 recession ! Same way, NVDA is priced in for future growth. If there is a recession hit, and many small companies file bankruptcy, all cloud services will be cancelled and that will have domino effect on data centers (not even consider the AI booms). If that is the case, NVDA will hit 66% drawdown from its recent ATH, history will be written again.
Sold CSPs on AMZN AAPL GOOG NVDA. They probably gonna get assigned. Gonna play Factorio till April then check my port then.
If I am buying the dip I am making a growth play. AI is the growth fad right now, so I'd be grabbing more NVDA, INTC, and AMD. Other interesting things are BE, AMZN, GOOGL, AAPL, and MSFT. I think somebody once said, "Be greedy when others are fearful."
The context of the post is all the things I listed adding uncertainty to the market and the decision making process of people and businesses. You decided to pick one part and latch onto it. Home Depot is down more from its all time highs than Google or MSFT or AAPL or NVDA.
AAPL not jumping on the AI bandwagon is making them more appealing everyday. Nobody is going to be spared when it all comes down, but they will be best positioned to weather the storm.
Sold CSPs on AMZN GOOG AAPL. Gonna let them get assigned and chill for the next few months. 🤷🏽
$4.38t and 8% weight - sure it sounds a bit outsized. But why only tell half the story? NVDA just posted $32b profit in a single quarter. Do you know AAPL/MSFT/GOOGL have about $100b annual profit and are growing it at slower rate than NVDA? If NVDA just stays flat, that $32b rate topples those companies over a 4 quarter cycle. But NVDA is anything but flat, they just grew profit YoY by 65%, so they're on pace to shatter those megacaps. There isn't any secret why NVDA trades as the largest cap - the financials support it. With that said, I do think it's fair to argue that AAPL/MSFT/GOOGL all have more established businesses and more certain futures at this point in time. But that just goes with the territory, there is always some uncertainly with emerging technology.
What's the point of blocking someone on my phone if Apple's gonna let them through anyway with > Maybe [Blocked Contact] Puts on AAPL
AAPL not even down 1%. Imagine how ugly this gets if Wall Streets safest bet starts dumping. So much pain left in the tank.
AAPL iPad revenue alone is higher than AMD total rev.
Goes to show where the save haven in the stock market is, as much shit as people give AAPL
port up 67% since last week range trading XOM and AAPL, fuck the NVDA and GOOG noise
Imagine how bad this gets if AAPL actually really joins in.
No wonder they call him Tim Cuck... AAPL always so boring to watch
AAPL to $256 by EOD and i’ll show hole.
I've been doing OK recently with short-term, (not 0 DTE), but maybe 2 weeks till expiration options on big tech like NVDA, AAPL, MSFT, etc. Options on these are super liquid so no issue getting in and out at a reasonable price. When you buy them at this short an expiration they can swing wildly day to day or even intraday: like 30 to 70% price swings are common. Those stocks have been going up and down recently (look at NVDA just today for an example) that if you buy a put when the stock is up 1.5 or 2% and then buy calls when they are down 1.5 to 2% then within a day or two they will likely swing the other way at least for a few hours and you take at least some profit.
Michael Burry said "hey! I might be retiring but I need these outs to fckn print! Listen to this about GPUs that nvda sells, basically the same thing as AAPL does with it's products"
AAPL has yet to break out of its range, this is unreal lol
AAPL and GOOGL holding up the market from total collapse like true chads
bought puts on AAPL and PLTR at the top, paper handed for 10% gain, would now be 180%
+200% on AAPL calls I’ll take it. May the lord bless Tim Apple and his 🧦
I've been riding gains in AAPL and GOOGL for years. Finally decided to add AMZN to the fold. Double digit growth as far as the eye can see.
AAPL to the fucking moon let’s gooooo
Berkshire accumulated 380 billion in cash by selling stock for the last 12 quarters. Most of that stock was AAPL up 20% annually and in that 12 quarter period the S&P is up 80%. This week they bought 4 billion of GOOG as it's bouncing off it's all time high. They're market timing doesn't look that good and they're probably not afraid of an AI bubble.
GOOG just overtook MSFT in market cap AAPL, you’re next
Totally expecting AAPL to dump today. Showed too much strength while the market was trading down due to AI bubble fear. Now that NVDA earnings are out and calm those fears down, I expect a rotation out of AAPL back into AI.
Q3 Net Income... Google $GOOGL: $35 Billion Nvidia $NVDA: $32 Billion Berkshire Hathaway $BRK.B: $31 Billion Microsoft $MSFT: $28 Billion Apple $AAPL: $27 Billion Amazon $AMZN: $21 Billion massive big tech bubble bursting any second now.
The stock market has real fundamentals backing up the growth. The S&P 500 is growing EPS 10% y/y. The big tech companies are even better--well, at least most of them: |Company|EPS Growth (y/y %)| |:-|:-| |NVDA|\+59.54%| |AAPL|\+22.70%| |MSFT|\+16.10%| |GOOG|\+34.51%| |AMZN|\+51.31%| |META|\+6.88%| |META (without tax-writeoff)|approx \+34%| |AVGO|\+271.58%| |TSLA|(-60.81%)|
That is factually incorrect. You are confusing a single peak quarter with annual profitability (TTM). [https://www.macrotrends.net/stocks/stock-comparison?s=net-income&axis=single&comp=GOOG:NVDA:AAPL:MSFT](https://www.macrotrends.net/stocks/stock-comparison?s=net-income&axis=single&comp=GOOG:NVDA:AAPL:MSFT) Even if we update the data with the latest $31.77B quarter, they do not surpass Microsoft or Apple: Current Standings: 1. Alphabet: \~$124B 2. Apple: \~$112B 3. Microsoft: \~$105B 4. Nvidia: \~$99B
NVDA could just go flat for a few years and become a value stonk like AAPL did
Five years ago we were saying similar about "How could ANY company be worth 1 trillion dollars" and many insisted it was all craziness (AAPL was around a 12 PE) yet here we are with several multi trillion dollar companies. A LOT can and does change in the tech world in 5 years.
Can't post links to the site here so I'll just copy and paste the data.. Q3 Revenue Growth, YoY % Change... * Palantir $PLTR: +63% * Nvidia $NVDA: +62% * AMD $AMD: +36% * Meta $META: +26% * Microsoft $MSFT: +18% * Netflix $NFLX: +17% * Google $GOOGL: +16% * Amazon $AMZN: +13% * Tesla $TSLA: +12% * Apple $AAPL: +8% * S&P 500 $SPY: +6%
I agree! Buy high sell low. Did it for AAPL and META. Down to my last 3k from 50. If I ever make it to 0, I'll post losses here.
It's been looked into extensively. Growth/acc assets perform better (growth-wise) than dividend paying stocks. AAPL is an exception but then again they don't pay a big dividend. Companies that pay dividends are usually mature, have really strong cash flows and don't see as much opportunity to grow through reinvestment (like Coca-Cola for example). Dividend stocks are mostly good for people who want disposable income from that money - aka people who already have a sizable portfolio and will be getting thousands every quarter from those dividends as extra pocket money, or even their entire income.
If AAPL could touch 290-300 in the next week or so, I can finish my Christmas shopping from temu for sure
Why is AAPL not pumping like everything else
Operating income GOOGL 31.2B, AAPL 32.4B, MSFT 37.9B NVDA 36B Next quarter AAPL will bring in over 40B since it's their strong quarter so it will be close. Q1 2026 NVDA will have the highest operating income
Did NVDA get to the point already where they surpassed GOOG, AAPL, and MSFT in free cash flow and operating income?
AAPL sees what NVDA is doing and goes like "fak it, just going to die here" LMAO 😂
Betting against NVDA is like betting against AAPL in 2015. I don’t even know if this analogy is any good, but it sounds smart enough
And that's why I've been looking more at NVDA's profit margin. This AI cycle is going to end soon enough. What kind of cash will NVDA have when it's all done? If they can generate +$37B a quarter for another 4-6 quarters, then we're talking about another $200B of cash into their bank accounts. Generating that kind of cash in 1.5 years is wild. AAPL needed 2 years with $800B of revenue to generate $200B in net income. NVDA could do that in 1.5 years with only $400B of revenue.
All of big tech is up because of NVDA earning then you have AAPL hating ass 😭
Hopefully this doesn’t play out like AAPL earnings. Considering they only beat by 0.05 eps I’m a little worried
Maybe take that 83% gain next time? Yikes. $37.59B in profits on $57.01B in revenue. I don't think MSFT, GOOG, or AAPL can pull that on a legendary day.
It’s also insane that AAPL became the first trillion dollar company in 2018 and not only did NVDA pass it, NVDA now hovers near $5T. It took decades for a company to reach a $1T valuation and only a few years for one to go from hundreds of billions to nearly $5T. So who is to say what the future holds? Nobody knows.
come ride the AAPL wave, it's like edging without the orgasm
Good point. The Mag 7 all have a Fwd PE around 30 (except TSLA)...they have real earnings. Their growth has also been tremendous. I'm skeptic that NVDA can keep up this pace (I don't have any evidence to suggest this, mind you) but I see no reason why MSFT, AAPL, GOOGL, META, and AMZN can't continue their growth. These companies all run essentially an oligopoly in their markets with impossible barriers to entry. They have no competition other than each other, so the pie is theirs. If TSLA and NVDA do pop, which is possible, I can see a market correction with a 20% - 30% impact that would just be a nice buying opportunity because frankly there is nothing stopping these companies. We are all addicted to everything they are selling. I have Facebook open right now, I'm writing this using Google Chrome, my computer has Microsoft Office, and I'm sure my wife has bought something Amazon as I wrote this.
Less than AAPL makes from iPhones apparently
In complete fairness, AAPL stock was like $1 in november 2004 and today its $270, so maybe this is hyper-bullish
If you’re just getting started, one thing that helps a ton is understanding how your overall portfolio is actually behaving, risk, concentration, diversification, etc. A lot of beginners accidentally end up super concentrated (Google/TSLA/MSFT/AAPL is basically a tech-heavy momentum bet). If you want to experiment, there’s a free tool called Portfolio Optimizer Pro (PortfolioOptimizerPro.com) that lets you type in your tickers and see the risk/return and diversification breakdown. No login or anything. It’s useful for learning how different mixes affect volatility. Pair that with something like Bogle’s book and you’ll be way ahead of most people.
Flight to AAPL will be epic in one scenario this evening
Well, they convinced dumbasses to buy their $300 socks... AAPL never going down again.
The only ticker we need is AAPL. Jesus Christ what a unit that fucker is. Impervious to any and all market conditions. Simply no fucks giveb.
yeah honestly I only trust NVDA right now cuz it's cheap and GOOGL ofc MSFT also cheap, AAPL is whatever I don't like it but it did hold pretty well past week thing is AMZN and META are also cheap but no one cares idk
Softbank sold NVDA to directly invest in OpenAI. Thiel sold NVDA and bought AAPL and MSFT. Google is basically betting their entire company on AI. These are not the moves of people who think a bubble is about to pop.
META gave out again and looks like AAPL wants to join the fun.
anything to pump AAPL 🚀
Just like AAPL. People really think Buffet just became tech savvy right before his retirement LOL
Exactly. Softbank sold NVDA to invest in OpenAI. Thiel sold NVDA, trimmed TSLA to buy AAPL and MSFT. Burry is the Vegas high-roller equivalent to thetagang put sellers. He loves burning premium as much as the next WSB investor. Are we in a correction? Maybe, but it’s not because smart money thinks the party’s over. It’s because the gov. shutdown fucked the delivery of important economic data making the already-priced-in rate cut less certain, and markets hate uncertainty.
he shifted heavily into MSFT and AAPL
I've bought and sold AAPL calls 3 times in the past week, . The rollercoaster delivers.
AAPL only recently became like this, GOOG didn't do shit except acquire great innovations and do nothing with them for its entire existence.
You think GOOG is less innovative than AAPL? You a big iPencil fanboy?
Do you reinvest dividends? I have AAPL shares from 2011 and have been averaging up from 14 years of reinvested dividends. I think it's a very safe bet that in 2040 both META & AAPL will be a whole lot higher so I have no problem continuing to buy.
AAPL you are the shining rock on which this market is built on. Congrats.
AAPL is going to save America
Interesting seeing how many people on reddit are panicking. You can tell 1) Who has never been through a crash 2) Who has shit diversification in their portfolios (aka their portfolio is just PLTR, NVDA, AAPL, MSFT)
Down bad on my HOOD, AMZN, AAPL leaps. I bought them ITM last week. Anyways, anybody have extra rope I could use?
Excellent Reddit (RDDT) comment, fellow Reddit (RDDT) user! I am writing this from my Apple iPhone 11 (AAPL) with 6 inch retina display--it is very easy to read this excellent content
GOOGL and AAPL holding up the market 🙏🙏
is AAPL really up due to that sock thing because jfc
AAPL and GOOG survive everything
100 tickers on my watchlist.. And only GOOG AAPL BABA is green in pre-market
AAPL isn't insulated when the stock market bubble bursts again
GOOG and AAPL are the only things stopping the market from going into full on correction territory
Apple’s $AAPL iPhone 17 lineup has drove a 37% jump in October China sales, giving Apple 25% market share, or “one in every four smartphones sold.” New models are over 80% of its iPhone unit sales and helped lift China’s smartphone market to 8% YoY growth
AAPL +0.03% in pre market trading Ber in shambles
Should i panic sell my GOOG and AAPL shares? Im so scared right now.
My take is that there's a combination of instability (political and economic) with an upswell of fear (mainly as a result of the instability, and justified) and mainstream media is pushing an 'AI bubble narrative' so hard that they're reporting inaccurately and irresponsibly: SoftBank sells NVDA! (leaving out that they did it to go all in on OpenAI), Thiel sells NVDA! (leaving out that he just rotated into TSLA, MSFT, AAPL) etc. So people are getting an intense doom narrative, they're panicking. They're not getting the real story. People who have no investments in AI or even any stocks are talking about the 'bubble' and saying the market is going to crash. And even small corrections get reframed as a 'crash.' And you see the posts increase in these subs, people wanting to avoid tech stocks, rotate into something else, sell everything, go to cash, find a safe investment, etc. As a result people respond to everything irrationally, even more so than usual. Good earnings, bad earnings, beats, misses, every scrap of news (accurately reported or not), every political whisper, everything becomes a volatility catalyst. So every event will have an impact, and the impact will not be rational or predictable. NVDA earnings, other earnings, the jobs report, Fed rumors, etc. So, I think people are not paying attention to the facts, to the reality, but instead to the panic, which is just as useless as the hype. Some call this phase the 'trough of disillusionment' in the bullish AI narrative, but it will pass. As it has before. As we went through it with mobile phones, web search, cloud, social media, etc before.
"Introducing iPhone Pocket: a beautiful way to wear and carry iPhone" Lmao AAPL selling a thong for $150, $230
VOO is too diversified with unproductive companies. You only need to own GOOGL, AAPL, MSFT, and NVDA.
Another example of the biggest money and power in tech doing the opposite of the big popular media doom narrative about AI. And more reason to ignore most of the media. They aren't reporting accurately about any of it. For example, just today NPR did a story on the "AI bubble" citing Thiel selling NVDA, and Softbank selling NVDA, and Burry betting against AI. And that's it, then they said AI bubble, bad, etc. They completely left off the second half of ALL three stories. Thiel didn't rotate out of tech and AI, he replaced his NVDA holdings with TSLA, MSFT, and AAPL - and this was months ago! Softbank didn't walk away from AI, they sold NVDA to put 100% of that money into OpenAI. Burry's bet failed, and he shut down his fund. This is the moment to see through the noise. The next decade will reward those who do.
Is buying AAPL calls less retarded? At least they get to enjoy their stupid overpriced sock.
Are GOOGL and AAPL the best hedge against AI crash (or major correction)? Looks like all hedge funds have been making that rotation from AI stocks into those two.
Are GOOGL and AAPL the best hedge against AI crash (or major correction)? Looks like all hedge funds have been making that rotation from AI stocks into those two.
Ha! Shows what they know. I’ve been stockpiling ~~NVDA~~ ~~AAPL~~ ~~cash~~ ~~GLD~~ shit.
AAPL doesn't wanna know what I do to my socks
If you look at what companies make up a majority of the stock market. You will see that there are 7-10 that comprise of the majority of the value. Number is… NVDA…. and the others are AAPL, MSFT, AMZN, GOOG…these 5 alone are nearly 30% of the weight. Look how those companies performed will give you your answer Also stock market is not the economy
AAPL if could bump one more time I'll suck Tim Cook's dick.
Gonna take a little gamble on Tim Apple and his mighty sock 11/21 AAPL 270c
Apple shareholders buy these in huge numbers from profits from their AAPL stock. It is a required to keep the money circle 💰🔄📈