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
So will AAPL dump when Tim Cook steps down? 😔
AAPL gang how we feelin? New ATHs ahead?
My biggest mistake was not buying in. I remember doing D&D on TSLA around 2017 and writing it in my journal, ended up not buying because I always stick to fundamentals. i still turned out ok because i decided to just keep on piling money to AAPL, COST, MSFT and JPM rather than add another company. NVidia was the most recent one, post 2020. I bought AMD instead.. Still got up bigly and ended up selling all of it few months ago near $200.
🗣️I am an AAPL bagholder Sent from my iPhone
Also, not doing the circle jerk is AAPL.
Puts on the only company (besides AAPL) that is bigly green during this selloff and is emerging as one of the true winners in the AI race. Regarded. Long GOOGL AAPL
Some stocks can really take you on a wild ride. Doing okay, doing okay, BOOM! I think they’ll stay on a heater until at least the mid 2030s. And it’s amazing how many years they’ve been in the green. If you’re ever bored and want to post your entire port with share totals and values, I’d be fascinated to see it. Your AAPL and LLY positions alone turned out to be such insane wins.
Last idea. AAPL above 276, sees 282. AAPL below 266 sees 260.
yep I've increased my AAPL holdings. If anyone can create great consumer products using AI (robotics!) it's apple + google = <3
MSFT, AAPL, COST specifically and dca in QQQ
They own about $60 billion of AAPL so the $4B of GOOG is a very small position. If Berkshire changed their views of the risk/reward of tech stocks they did it 10 years ago.
AAPL is pretty boring but premiums are pretty good.
Is about hysterical that people have been shitting on AAPL for not spending $100B+ on cap ex building out its own infrastructure while simultaneously questioning what the hell the cap ex was even for. Meanwhile GOOG was silently becoming the front runner and cutting deals with AAPL. Their marriage is so so sweet
AAPL AMZN GOOGL MSFT NVDA COST SPY Im old.
Started watching Pluribus before bed. Made it about 3 episodes before the sleep goblin got me. Interesting concept. Great writing & acting. It’s AAPL, so infinite budget. Lead is a bit annoying. Just has a hot temper. She’s like 50 years old. If you don’t have your shit under control by that age, you’re in for a bad time. She’s also a lesbian, so maybe I’m the wrong demographic for this series, since I have an unashamed lust for ladyboys. I’ll watch another during my pedi.
I have been buying GOOG, AAPL, MU and AMZN. Huge NVDA fan too but over-concentrated and letting off the gas a little.
For companies making $ 50B+ a year, a 2% increase on one deal is nothing to scoff at. We don't know the specifics of the deal. Maybe Googl gets access to this data as part of the deal. Also I'm sure there's chances for renegotiation above 1bil per year. AAPL is getting more out of the deal if you ask me. Which gives googl leverage in negotiations later
It keeps the “monopoly” investigations away. Everyone knows its gemini underneath already, don’t even need to advertise. Mindshare and market share. AAPL is a big customer.
I don't see what GOOG gets out of that. 1B/year is a pittance, they are not allowed to advertise it as Gemini, and since it's on AAPL private servers they don't get any data
Once AAPL rolls out its new siri with GOOG custom model, both companies gonna join the 5 trillion club.
Sold 160k worth of CSPs yesterday on GOOG AAPL NVDA AMZN and they are already printing. Gonna get long dated SPY calls.
NVDA has made the “5 trillion” club the norm. Next up is GOOG AAPL AMZN
AAPL being risk off is fucking hilarious because its a 36.5 PE stock with pretty minimal growth and a single product that is mad expensive that people will not repurchase during recessions.
GG’s. Didn’t think we’d see a hundred thousand AAPL calls finish ITM….but I was wrong and the Port paid the price. Never short AAPL. You’ll lose every time.
Folks, the next time you consider shorting AAPL…..dont. It does not experience profit taking or downtrends. Flat, or up…..thats all there is in AAPL’s world.
34% in taxable, 20.31% in roth as of today. Roth is AAPL mostly and some QQQI.
Tens of Thousands of AAPL calls are ITM and gonna stay that way…..just incredible. Do not ever short that thing unless you just really need the tax break. Holy fuck.
AAPL is my canary in the coal mine moving forward. Until it exhibits any sort of weakness at all…..every overall market sell off is fake and gay. While the market took a huge dump this week, it showed no weakness at all.
AAPL is god damn incredible. Completely impenetrable, cannot be brought down by anything.
Good lord AAPL, this shit is unstoppable
Did not regret full porting to GOOG AAPL AMZN NVDA
I bought AAPL in 1999 at (I think) roughly $12 and $18 a share and at one point it dropped to around $6 a share (where stupidly I did not buy more) in September 2000. It's now trading for over 500 times what on average I paid for it so yes I have recovered, lol!
I understand that "controllable" and "consistent" are like oil and water with 1dte options because of volatility and action being so quick on them. However I don't know how to explain it other than I'm sitting here at the desk, able to flip between 30 sec, 1 min and 5 min charts - see the trend real time and enter / exit the option that I want instantly. The majority of my positions I'm only in for a matter of minutes - riding 15 minute up or down trend and then existing with a 15-20% premium scalp. To me - this has been much easier to "control" my premium risk with regards to entry price than with trying to time long call entry points. I feel I was only successful on those because I was able to identify for instance AAPL and MRK 50/200 SMA cross overs and load up on favorable long calls. Hope that makes sense?
AAPL is too high, when it crashes it will drop 50%
wtf. AAPL is up but NFLX and COST are down. Basically the same customers.
Everyday NVDA drills and AAPL reaches for ATH. Maybe not dumping billions into AI nonsense is paying off?
Are AAPL and GOOG the only thing keeping this house of cards up right now?
Honestly, take your pick among GOOG, META, MSFT, AMZN, and AAPL. I'd bet at least two of these companies strike AI gold and unbelievably 10x by 2030. But they are all pretty safe bets with massive profitable moats and huge cash flow so even if they don't "win" they won't plummet.
Not gonna make any moves today but probably gonna sell AAPL BRKB and move it all into more AMD and NVDA next week
AAPL was playing 4D chess all this time. Was left behind in the ai race purposely Lmao
AAPL and GOOG keeping that sheet together.........
AAPL rallying like watching Onoki flying up to stop the meteor and knowing there's gonna be a 2nd one.
AAPL with the weight of the world on its shoulders. God damn
I bought some AAPL in January of 2008. By the end of 2008 it had dropped 50%. But I didn’t sell, and it’s done ok, now up about 10,000% since then.
I retired coming up on 10 years in January. We own zero bonds. What I think everyone including money managers get wrong is... 1) Just because you are retired, doesn't mean you are dead. You have decades to live under normal circumstance, so don't change your portfolio because of a date. It will grow and you will be able to weather the storms. Towards the "end" I will move more money to bonds but don't have a date or plan yet. 2) Bonds do not keep up with inflation. Never have, never will. 3) We spend about 25% of the after tax income we had before retirement, not the 70%-80% most managers will tell you you need. 4) If I had to do it all over again, I would have never put a dime of my "retirement" accounts in anything but aggressive bond-free. In other words I should have put it all in S&P500. And I bought AAPL in 2006, which I sold almost all of this year. I use FI Calc to see our financial situation after sitting down and working with a person and running Monte Carlo assessments with them. 5) My annual invest goals are to make more money than I spend. I've don't that every year for over 10 years (actually 2x-4x more) so my money is still growing. 6) FWIW we moved to a more affordable place all around so really think about what you're actually going to do in retirement and what your real expense are going to be. Don't assume you'll need anywhere near the same income unless you change your spending habits. The one expense I didn't consider is a "new" vehicle every XX years. 7) Though our net worth is "top 1%" were we live, we wouldn't be in the top 30% where we moved from. Really think about this before making any decisions.
AAPL Is propping SPY in this range until 654 breaks
Indeed. AAPL has been extraordinarily resilient these past three weeks...
Fuck I love WMT, AAPL, and DLTR. Standing strong like giants. Not even fazed a bit.
AAPL dropping out of its range is concerning.
AAPL has been extraordinarily resilient over these past three weeks.
Bears who are being very cocky please tell us your positons so we can laugh at you the appropriate amount later I have SPY 654c expiring next week that I bought at close (and grabbed some longer-dated calls on AAPL and U)
Oh how the tables turned- GOOGL and AAPL were being shit on like hell start of year, same companies holding up the best now.
AAPL has always been a safe haven
AAPL is where the wealthy go as opposed to cash. They park money in it. That’s my thought.
AAPL solid company and haven’t spend much money in AI. They paying GOOG 1 billion to make a custom model for them.
I full ported into GOOG AMZN AAPL NVDA. Not touching it till april
trust, bitcoin going to plunge below 80k before a bounce. market is going to trigger a massive dump the first hour before everything recovers and consolidate over the next 2 months before the next dump in Feb. if u have been an idiot holding the last 2 weeks too bad for u - enjoy working at wendys, for those with cash just buy the dip 1 hour after open, the quality stocks (not PLTR, HOOD, look at AAPL, MSFT, GOOG, NVDA, META)
When will AAPL and GOOGL finally fall?
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.