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
To each their own. I've outperformed the S&P the last 5 years. First few years I blew up my account multiple times with options/risky plays. Now I do my own analysis and buy and hold. Largest positions are Google, RKLB, MSFT, AAPL, NVDA, Spot, Netflix and JPM. Most should just buy spy or VOO and call it a day though.
NVDA is widening their moat by owning the entire data center stack. Networking revenue $11 billion (up 263% YoY). Thanks to Spectrum-X and NVLink. NVIDIA also invested $2 billion in Synopsis. The rest of the Mag7 (AMZN, AAPL, META, MSFT, GOOGL and TSLA) are using Synopsis EDA software to design their custom silicon (Trainium, M-series, MTIA, Maia, TPU and AI5/6). The NVDA AI GPUs will fast track the design outputnhowever there would be a design bias (via training data and hardware optimisation) that would result in the custom silicon chips being similar to NVDA GPUs. This is a defensive play to prevent the rise of non-GPU disruptive custom silicon. Also, increases the NVDA CUDA moat. Long term NVDA holder (since 2021). NFA.
There are a basket of symbols that are MWF. I've seen AAPL, MSFT, NVDA just to name a few.
When I was working on Wall St back in 1999-2000 my brother had like 50k shares of AAPL think it was maybe $5-6 I have to look what do you think that would be worth today ?
If you are serious, you're welcome if I could help. The problem is that most chip buyers don't build software of value so they are just cash eaters. Most sustainable (i.e. useful for the average consumer) AI applications (those other than robotics and scientific research) are already taken up by the likes of Google. Even the largest dedicated AI company, OpenAI eats cash without any return. So long as Nvidia does not completely transition into being a robotics-scientific AI company, they can't grow more even if they print money. Contrast that with AAPL whose revenue stream is actually sustainable because many people actually use their product. Small AI startups often get born dead, and consequently they spoil the debt market. Nvidia needs a shift in its business model if they want to stock to grow further.
I bought NVDA on their IPO day, also had ORCL back then as my first stock. Bought AAPL because of iPod (the music player - not even sure if the young kids know this existed), well before iPhone. Like you I didn't have the patience to hold. But I learned my lesson and most stocks I own now are 8-15+ years (including picking back up NVDA and AAPL). Lesson learned - hold great companies as long a they remain great and you will be rewarded over time. The reality is even if you invested in SP500, you still need to buy and hold for the long haul to make real money.
Prediction tomorrow: NVDA will surpass $5T valuation again. AAPL will drop a little bit below $4T, making NVDA the only company that has valuation greater than $4T and $5T at the same time.
Yes Einstein it crashed when the market crashed and there was a ton of bad news or no news, like every other stock. But since then every negative data point/story on NVDA and AAPL has gotten ignored. You can do semantics all day but the truth is, no other stock is as immune to news/reality than these two stocks
the fact that AAPL went UP on news that the CIA told their CEO china might invade their primary supplier tells you everything you need to know about how markets actually process geopolitical risk: they do not. the TSM +4.25% move is even more absurd. the thesis here is apparently "if china invades taiwan, TSMC fabs get destroyed or captured, but somehow this is bullish for TSM stock?" the only way this makes sense is if you believe the invasion threat accelerates the diversification premium - TSM arizona becomes more valuable as an insurance policy. which is reasonable, except that fab is still years from matching taiwan yields and produces maybe 5% of TSMC total output. also SubterraneanAlien is right that this is 3-year-old news being recycled. the CIA has been briefing tech CEOs about taiwan risk since at least 2021. the NYT article adds some color but the actual intelligence assessment has not changed. the 2027 timeline has been floating around defense circles for years. nothing about this is new, which is exactly why the market shrugged. the real trade if you genuinely believe china invades taiwan is not long TSM. it is short literally everything, because a taiwan conflict would make 2008 look like a minor correction.
Ha. Yep. I recall buying AAPL at 24 and change sometime around way back then. (I don’t own it still.)
Gotta love regard traders on CNBC. Dude bought AAPL high and sold low only for the stock to rip again lmao
Damn son. You really jumped into puts on a shrek day like today. I mean if NVDA and AAPL are up for the day, that's $8T in green market cap. Hard to go against that.
I like the width on that condor, 240/250 on the put side gives you decent room even if AAPL pulls back before the product event. I probaly woudl have gone tighter on the call side though since 300/310 is pretty far OTM and youre leaving premium on the table. Getting out before earnings is smart, IV crush on AAPL has been brutal the last couple cycles and theres been a lot of chatter about it lately.
Why is AAPL the only ticker working on TradingView lol
AAPL bout to Shrek so hard
AAPL down. Everything else up. Looks like the flight to safety is over and money is moving back into the market.
AAPL enjoying the show on the beach.
Fair challenge. Two things: (1) satellite data is publicly available very few atleast in retail and small funds space actually processes it the edge isn't access, it's effort, and (2) the thesis isn't based on satellite alone it's satellite + tanker rates + INSW financials + ESP estimates all pointing the same direction. "Priced in" assumes the market has synthesized all of these, which is less likely for a $1.5B shipping company than it would be for AAPL. One more thing critical data point is while a lot of SP500 gets priced in quickly, for ex: say there is a fire at one of their subsidaries, or a strike etc all of which I track, for smaller companies say sub 10B cap, a lot of large funds don't even touch. As a consequence, analyst don't bother covering them or the coverage quality is sub part. At best they get mention by some expert on seekingalpha or for say INSW some niche groups like the one j mintzmyer run cover it. So the term "prcied in" in has very different meaning for different companies.
AAPL 2% just means no one knows what to buy and are just parking their money in a "safe spot"
AAPL stuff starting to look like the budget friendly options these days. Calls
> amd eh made a couple bags on that AAPL pump this morning in about 20 mins, that was fine.
Just picked up some 275p on AAPL.
You can lean that way but that’s obviously not what’s happening. I find it funny the public seems to think they are catching the 21T market cap of the Mag7 by the balls with pointing out the spending. When in fact relative to their valuations, the spending will look minuscule one day. AAPL can sit on the sidelines now and make near sighted shareholders happy but there’s a genuine risk to them missing out on trillions in future value.
AAPL really boasting about bringing **checks notes** Mac Mini production to the US, specifically HTX lmao. I’ve been to Houston and can tell you that’s gonna be a shit show
I buy 5% OTM calls on META, GOOGL, AAPL, and MSFT, and I check my port 5000 times a day
market won't go down. The shrek came with AAPL. Just gonna keep it propped until mango talks.
Ironically AAPL the big winner of the Ai race lol
Istg AAPL moves more on random days on no news than it does on earnings
AAPL keeps winning for not joining the AI circlejerk
What is up with AAPL...non stop pump
AAPL up 2% while everything else dies?
Never going to be profitable lmao. Big tech CEOs are guys who have sat on largely profitable businesses and got bored so they decided to do this AI CapEx race. $AAPL is the only company that wasn't stupid.
AAPL going down today/tomorrow. How was that shit up yest when most of the market red! Puts on APPLES 🍎
**VT holdings Top Ten** 4.14% NVDA (US company) 3.5% AAPL (US company) 2.95% MSFT (US company) 2.12% AMZN (US company) 1.82% GOOGL (US company) 1.48% GOOG (US company) 1.45% META (US company) 1.42% AVGO (US company) 1.24% TSMC (International company) 1.12% TSLA (US company) 20% of VT holdings are the top 9 out 10 are US companies…. Hold on let me fix your statement for you >”the clueless and irrational reading is evident, sorry you can’t see it”
AAPL 255p exp 02/25 Let's go
Ah yes, doom and gloom- AI gonna take over all jobs. Then who tf is buying iPhones? Why is AAPL up?
AAPL fucking ripping. Better buy puts.
I need GOOGL 400, AAPL 300, MSFT 450, META 710. Right fucking now bro.
So AAPL just goes opposite of SPY to keep this market up. Got it
Tim AAPL doing some heavy lifting today
AAPL cured cancer it seems
AXP down -8% smells like a targeted liquidation of 🥭’s favorite economic indicator, the Dow, forcing the taco. He’s going to see the “800 point drop in the Dow” headline and ignore everything else. For comparison AAPL would have to be down almost 18% to have the same impact.
#AAPL defying gravity as usual
AAPL ain’t joking steady strokin
[theledgerterminal.com/AAPL](http://theledgerterminal.com/AAPL) has been a great tool to check out stocks at a glance. Love the log scaled graph and one page sheets
MSFT is trash on everything. I love AAPL
If you had 60+ shares of AAPL and AMZN, and 38 shares of MSFT and GOOGL, would you cut ties with any of them and put the money towards GLD?
Oh god now NVDA and AAPL are joining in. Calls are cooked for today.
wait till AAPL and NVDA go red
Why is AAPL the only one that's green. BS!
AAPL continuing to go up with 🥭 threatening more tariffs makes no sense.
It’s funny how AAPL is always super green on days like this
It’s because their ventures into AI have been utterly worthless and made Windows 11 and Xbox worse. People want results from all the capex and MSFT and AMZN have fuck all to show for the spending up to now. Tesla is a meme and AAPL isn’t nearly as invested in AI. Only GOOG and NVDA have something to show for AI investment. People are fed up with MSFT, making Office applications is having people turn to Linux and Steamos.
AMD and AAPL is a retarded choice, otherwise it's good
272k to divide into shares of MU, SNDK, NVDA, GOOGL, AMD, TSM, AVGO, AAPL, AVAV whatcha think?
Lots of trends converging at once, difficult time & environment to take long term positions. Gold / silver appear to have at least another leg up here short term (2nd quarter) though. NVDA, AAPL, Energy Grid Infrastructure, Gold / Silver, Latin American etfs like $ILF, Taiwan / Korea / Singapore / UAE country ETFs. International markets appear overbought though, RSI is in the mid 90s Very difficult environment
I'm struggle with this. If I've already received $65 (Put or Call premiums collected) against AAPL currently at $265, what's really at risk seems to be the net of current value (cost basis). If AAPL is at $265 and I've already received $65, I am only risking the remaining $200. If it goes to zero, I only lose $200..... isn't that the real risk? It seems it would be appropriate to use the cost basis for computing ROI.
First, I changed the calc from $2.40 / $120 to $2.40 / $110 as $110 is the current value. Sorry. Yes, your taxable basis is $98, but that's not the amount at risk. But your amount at risk when selling a covered call is the current value. Imagine you bought AAPL years ago for $20, and today it's at $265. What's the amount at risk? It's your current value, as you could just go out and sell it and receive $265. You're risking $256 as $256 is the amount you could collect if sold today. Hope this is helpful!
I retired at 57yo. I did it by budgeting and planning. We set priorities, bought a house, solid cars, college education for 3 kids, and retirement plans. You have individual priorities, but this was our plan: 0. Create an Emergency Fund, and an account for daily/monthly expenses. 1. Maximize Roth and Retirement Plan investments. Save to maximize the Company match. 2. Save for College expenses. 3. Save for annual vacations. 4. Top of the Emergency Fund. 5. Use the remaining for fun, weekend, investments. 6. Investments: Long term conservative growth, long term \*conservative\* speculation, 5 - 10% Gambling. 7. Don't Gamble on a "sure thing', or penny stocks, etc. Gamble on things that you know. 8. Don't Gamble on Tech stocks or AI stocks, unless you understand finance AND Technology/Programming. 9. I knew AAPL, DELL, TXN and similar. I observed patterns, invested early, took profits. 10. We retired on Corporate stock matches, and lots of AAPL stock. I wish I had invested much more in my Roth, b/c I have appreciated stock I would like to sell .... but will have tax consequences. ;-)
the "sell everything and buy VOO" crowd is kind of missing something here. AMZN, GOOGL, AAPL, MSFT are literally the top holdings in VOO anyway, so you dont need to sell those and eat the capital gains to get index fund exposure, becuase you already have it. the one actual problem in this portfolio is taht Tesla is 50% of it. trim the Tesla down to something sane over a year or two and let the rest ride.
If you are diligent and with luck, some of your stocks may hit big. I FIRE’d at 49 mainly thanks to going all in and adding to AAPL since the first iPhone released (~$5 a share). Then the last decade I focused on investing as much as I can in to good stocks and index funds. I know people will say I lucked in to wealth but I also had other big hits like GOOG, NFLX, TSLA, SHOP, NVDA to name a few.
I had to do the math, they’d be roughly $10M-$11M on AAPL and somewhere around $5M on GOOG… plus dividends
You mean the pure growth companies in the Nasdaq100 like AAPL and MSFT?
Damn. Imagine they bought AAPL or GOOG with that.
So with AAPL and META giving back their gains, no megacap has had a sustained rally after the earning.
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.
Do it again until you're at 200k. Buy SPY, QQQ, AAPL, whatever else you want. Keep stacking.
META and AAPL going to run. Lag7 becomes Mag7 again.
Everyone panicking saying AAPL had a giant HS intraday lmao. Guess I’ll buy calls.
Is going all in AAPL considered regarded?
85k shares traded(sold?) on the 1 second chart on a dip then AAPL bounced 😂
AAPL has tariff exemption after they have him a gift with 24 carrot gold base.
Come on tim AAPL, get back to 265
God damn it AAPL, move up with no tariffs
NVDA 180-190 GOOGL 300-310 MSFT 390-410 AMZN 195-210 AAPL meme stock
Yoooo, why my AAPL calls super down all of sudden? ^/s
That's simply not true. The market has held up despite weakness in AI stocks. Some have corrected 50%. Software stocks are in the toilet, including the Mag 7. Only GOOG and AAPL are holding up, barely. NVDA has gone nowhere in 7 months. There has been rotation out of the AI trade into other areas, as evidenced by RSP (equal weight S&P 500) holding up better than the SPX. The "serious concern" is all just noise. People think they're smarter than the CEO's of Google, Microsoft, Meta, Nvidia. They are building the infrastructure for the future. Profitability will become a concern, just like with the Internet. When the buildout was finished, suddenly there were a hundred [PETS.COM](http://PETS.COM) that had no business. We're not even close to that. We're still in the early innings of the buildout phase, and there will be tons of profits made by the companies that supply the materials. People like to talk themselves out of investing because of bubbles and circular financing and the fact that ChatGPT says dumb things sometimes and that means AI is crap. They have no idea what is coming. This is an industrial revolution and it's just getting started.
AAPL puts, floodgates open once 260 breaks
* West Virginia says Apple prioritizing privacy over child safety * Apple shelved scanning plan on privacy concern, Reuters reported * Apple filed far fewer abuse reports than Google, Meta in 2023 Feb 19 (Reuters) - West Virginia's attorney general filed a lawsuit on Thursday accusing Apple [(AAPL.O), opens new tab](https://www.reuters.com/markets/companies/AAPL.O) of allowing its iCloud service to become what the company's internal communications described as the "greatest platform for distributing child porn." Attorney General JB McCuskey, a Republican, accused Apple of prioritizing user privacy over child safety. His office called [the case, opens new tab](https://fingfx.thomsonreuters.com/gfx/legaldocs/jnvwrggqbpw/02192026apple.pdf) the first of its kind by a government agency over the distribution of child sexual abuse material on Apple's data storage platform. Make sense of the latest ESG trends affecting companies and governments with the Reuters Sustainable Switch newsletter. Sign up [here.](https://www.reuters.com/newsletters/reuters-sustainable-switch/?location=article-paragraph&redirectUrl=%2Fsustainability%2Fboards-policy-regulation%2Fwest-virginia-says-it-has-sued-apple-over-iclouds-alleged-role-distribution-2026-02-19%2F) "These images are a permanent record of a child's trauma, and that child is revictimized every time the material is shared or viewed," McCuskey said in the statement. "This conduct is despicable, and Apple's inaction is inexcusable." Apple in a statement said it has implemented features that prevent children from uploading or receiving nude images and was "innovating every day to combat ever-evolving threats and maintain the safest, most trusted platform for kids." "All of our industry-leading parental controls and features, like Communication Safety — which automatically intervenes on kids' devices when nudity is detected in Messages, shared Photos, AirDrop and even live FaceTime calls — are designed with the safety, security, and privacy of our users at their core," Apple said. The company has considered scanning images but abandoned the approach after concerns about user privacy and safety, including worries that it could be exploited by governments looking for other material for censorship or arrest, [Reuters has reported](https://www.reuters.com/technology/apple-check-icloud-photo-uploads-child-abuse-images-2021-08-05/). McCuskey's office cited a text message Apple's then anti-fraud chief sent in 2020 stating that because of Apple's priorities, it was "the greatest platform for distributing child porn." His office filed the lawsuit in Mason County Circuit Court. The lawsuit seeks statutory and punitive damages and asks to have a judge force Apple to implement more effective measures to detect abusive material and implement safer product designs. Alphabet's [(GOOGL.O), opens new tab](https://www.reuters.com/markets/companies/GOOGL.O) Google, Microsoft [(MSFT.O), opens new tab](https://www.reuters.com/markets/companies/MSFT.O) and other platform providers check uploaded photos or emailed attachments against a database of identifiers of known child sex abuse material provided by the National Center for Missing and Exploited Children and other clearing houses. Until 2022, Apple took a different approach. It did not scan all files uploaded to its iCloud storage offerings, and the data was not end-to-end encrypted, meaning law enforcement officials could access it with a warrant. Reuters in 2020 reported that Apple [planned end-to-end encryption for iCloud](https://www.reuters.com/article/world/exclusive-apple-dropped-plan-for-encrypting-backups-after-fbi-complained-sour-idUSKBN1ZK1CO/), which would have put data into a form unusable by law enforcement officials. It abandoned the plan after the FBI complained it would harm investigations. In August 2021, Apple announced NeuralHash, which it designed to balance the detection of child abuse material with privacy by scanning images on users' devices before upload. The system was criticized by security researchers who worried it could yield false reports of abuse material and it sparked a backlash from privacy advocates who claimed it could be expanded to permit government surveillance. A month later Apple delayed the introduction of NeuralHash before canceling it in December 2022, the state said in its statement. That same month, Apple launched an option for end-to-end encryption for iCloud data. The state said NeuralHash was inferior to other tools and could be easily evaded. It said Apple stores and synchronizes data through iCloud without proactive abuse material detection, allowing such images to circulate. While Apple did not go through with the effort to scan images being uploaded to iCloud, it did implement a feature called Communication Safety that blurs nudity and other sensitive content being sent to or from a child's device. Federal law requires U.S.-based technology companies to report abuse material to the National Center for Missing and Exploited Children. Apple in 2023 made 267 reports, compared to 1.47 million by Google and 30.6 million by Meta Platforms [(META.O), opens new tab](https://www.reuters.com/markets/companies/META.O), the state said. The state's claims mirror allegations in a proposed class action lawsuit filed against Apple in late 2024 in federal court in California by individuals depicted in such images. Apple has moved to dismiss that lawsuit, saying the firm is shielded from liability under Section 230 of the Communications Decency Act, a law that provides broad protections to internet companies from lawsuits over content generated by users.
let me explain to you why he did this it has nothing to do with the underlying business he has been holding for over a decade and it has returned the same as the S&P so he trimmed but that still wasnt as much as the AAPL he dumped
I could single handedly crash berkshire hathaways entire portfolio by buying a call on OXY and AAPL on my robinhood account but I'm not gonna do it to my boy Warren