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
I couldnt believe it at first, needed a few days to let it sink in. So AAPL is legit selling socks for $250? OH LAWD WE ARE SO FUCKING COOKED.
Maybe you did not catch up with the complete news. Many use a margin account, and as of now, people have borrowed a lot to invest. This is why we see a lot of swings up and down. Added to that the leveraged etfs. It is insane to think about 5x and 10x how they move...!! Plus, many are using AI trading, which is also insanely crazy. You don't have to buy AAPL or GOOGL; one goes up all go up.
here is the complete list: [https://whalewisdom.com/filer/berkshire-hathaway-inc](https://whalewisdom.com/filer/berkshire-hathaway-inc) Bought GOOGL, Sold some AAPL, BAC and VRSN. No change in UNH or AMZN. I would open a small position in GOOG and Time to go all-in with UNH and AMZN :)
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $AAPL Apple Prepares for Tim Cook to Step Down as Chief Executive as Soon as Next Year - FT
Looking at this wrong. Better take puts in AAPL as it breaks $260 and no earlier than that. You are looking at the stock that went flat for 6 months. Even if you right, institutions make the distribution consolidation sequences obnoxiously long in order to secretly offload everything without changing price. Then use $260 as a mental stop loss.
You not starting over. Says you have $105k buying power and $230k or something overall. Stop investing in speculative AI and tech stocks, their valuation far exceeds whatever their actual earnings may be, AI & quantum computing is 99% buzzwords and vibes at this point: instead of playing high risk, no reward, go long with AAPL. Low risk, virtually guaranteed rewards. $300 calls or $290 calls with expy set Jan 2027. When AAPL hits $325 - $330 in Dec, go ahead and reap massive profits. Wait for it to come down a bit, then buy stocks of AAPL to HODL long. Going to $350 or $400 by EOY 2026, no doubts about it, and less susceptible to market hemorrhaging or AI Bubble bursting.
Bill Gates sold-17mill shares of $MSFT Buffet sold 14 mill shares of AAPL Buffet bought 17mill shares of GOOG
He also sold AAPL at 220 and bought UNH at 380 avg …
He still has hella AAPL holding, just taking profits, apple AI is ass
He sold more AAPL than he bought GOOGL...
When AAPL is at $200-220: sell sell sell
WARREN BUFFET sold more of $AAPL, bought $GOOG NO $UNH Buy or Sell!!
Google is now Berkshire Hathayway's #10 overall position. AAPL is still #1, although they dumped another 40,000,000 shares last quarter. https://preview.redd.it/cqhdyj7kha1g1.png?width=1282&format=png&auto=webp&s=b58fc82e757c392ffe7c64f157f9add72cb270c3
No change, although he did sell more AAPL https://preview.redd.it/je2aopq0ha1g1.png?width=975&format=png&auto=webp&s=ab993e1e58117e0a6bb316d72fdf70d1c892c73f
I had been doing options on LUNR and AAPL. I made out well on the AAPL call when it made its golden cross, run up from under 220 to 270. I took a gamble on NFLX and got screwed when they missed earnings - that was my big mistake and the one that made me rethink what I was doing. I basically wiped out all my profit making a dumb decision so I wanted something that was a little more controllable and consistent.
Try to stay green AAPL.
AAPL stuck on that 4T valuation
Black Friday Deal: Apple (AAPL) CapEx spending: Google (GOOGL) Gemini to power Siri for a billion dollars a year. Most companies are spending tens of billions on AI.
AAPL is ATH, we ain't crashing.
In my personal opinion: HOOD 130C 12/12 AMD 260C 12/5 NVDA 195C 12/5 AAPL 280C 12/5 TSLA 410C 430C 440C 450C 475C 11/21 & 12/5 AMZN 245C 12/12 SPY 685C 12/12 GOOG 290C 12/19 or 12/26 MSFT 525C 12/19
Deal of the day: Apple (AAPL) CapEx spending: Google (GOOGL) Gemini to power Siri for a billion dollars a year. Most companies are spending tens of billions on AI.
I don’t think bears understand that the market isn’t actually inflated. When so few people have as much wealth as the .1% do, it leads to the over-commoditization of equities. No need to look further than AAPL, which has been remarkably stable in the midst of a “shaky” market. Nobody cares about fundamentals anymore and you can thank the fed for constantly backstopping the global economy and virtually eliminating any real risk.
Use this V to switch from $CRAP to $AAPL or something solid
>The indices look high, but mainly because the big hyperscalers are holding them up. And even those companies are trading at okay valuations. I don’t think they suddenly fall 20% from here. Likely not 20%, but if this correction continues, they will join the selloff at some point. That's when we can start thinking it might be over. Speculative names with no earnings like NBIS, CRWV have been destroyed. Quantum names, toast. Space? Garbage. Companies with no earnings have been slaughtered. Yet, AAPL, GOOG, AMZN are hanging on and keeping the indices afloat. Either this pullback ends very soon and we head back to new highs, or the correction deepens and those names ultimately get hit. No way to know which will happen. Either way, the longer-term trend will be intact, even if we have a 10% correction when all is said and done.
Yikes even AAPL isn't standing strong anymore
AAPL is usually pretty good
Apple (AAPL) CapEx spending: Google (GOOGL) Gemini to power Siri for billion dollars a year. Most companies are spending tens of billions on AI.
Time for perspective I guess so for the 1 year charts AMZN +8% AAPL +20.5% MSFT +17.5% GOOGL +56.25%, NVDA +22.75% TSLA +17% META +3.7%
Well there goes that lotto idea on AAPL…thought 272 would hold
AAPL busy acting like it has done something relevant in the past 10 years.
What is there to short at VIX this high? Maybe $AAPL?
AAPL like AI crash? What’s AI
AMZN, GOOG, AAPL, still pretty damn strong
It’s a lotto, what you expect. AAPL couldn’t even break 272 with how much yesterday was getting killed. Plus the open interest and volume on 275 and 277 is a lot
The good thing about these drawbacks is how fair value stocks perform compared to the broader market. GOOGL, AAPL, AMZN. Holding anything else when sentiment turns is not a smart move.
If ya’ll want a free lotto…275c for AAPL today…@.10x10 —-at most you lose 100
Good news for people AAPL 272 seems like a strong support and I have puts on it
Great post and it seems that significant risk is concentrated within data centers or companies exposed disproportionately to those, depreciation and increasing debt. But to the bigger picture, not all bubbles are the same. There might be a big correction in PE ratios, but the AI giants are funding their growth with enormous cashflows (and very low leveraged debt overall, with one or two exceptions eg AAPL), so a correction is not going to lead to a credit crisis like 2008 (unless perhaps banks become increasingly exposed to the data centers?), or 2000 when billion dollar companies with no profit were valued on the promise of future profits which never eventuated. Present day AI companies have incredibly strong balance sheets. Also a question of how much the productivity gains will exceed Capex (debatable).
Hello retards, what do you think happens when hyperscalers shut off capex?? Nvda will go to 0, BUT rest of mag 5 will fuckin moon because they will be cash positive again. AAPL is the big winner here since AI is gay rn, meta is so cheap it’s retarded. Amzn gonna be fine. Goog might get cucked a lil but it will also be fine.
If you're bullish on AI, NVDA, otherwise AAPL
Across the board as in SPY and the MAG7 are dropping? Sure, yeah. But why tf did META shit it's dick out its ass the week prior to SPY and AMZN/MSFT/AAPL shitting the bed. And yet, META shits the bed just as hard and fast as the rest of them. It's like any reason to go red, and META fucking takes it.
I kindly request that all tech companies please do not come up with your shitty AI ideas and investments. Nobody needs that AI shit. Just be simple, without any innovation like Apple. See how well AAPL is doing. Again, please do not listen, join and go to that scammy **Salty Altman**.
AAPL didn't hit a trillion until 2018
I had AAPL back in April-May and everyone here was shitting about AAPL having no future no A.I or innovation I should have fucking held
AAPL is the **new gold**. A true hedge.
See now I feel bad that I shit on AAPL for not flying last week cuz now it’s the only green thing on my port lol
This led me to see when I first bought shares in some of my holdings. AAPL, 2009; AVGO, 2020, ROST, 2010; NVDA, 2016 & 2017; HD, 2010; plus others I was adding shares of NVDA, AVGO, and AMD in 2022 so I would take any in 2023.
y'all $AAPL, $AMD and $GOOG are basically at ATHs and y'all acting like we're crashing LOL
How is AAPL so resilient, shit needs to drop 3% tomorrow
I've unironically used this for quite some time and it worked great. Picked up AAPL back in the days when everyone was saying they are done for and the iPhone is no more. Picked up META aswell around the congress hearings when again everyone was saying that META is finished and is the new Myspace. At the moment I am honeslty holding cash and picking up some boring stocks like PFE, UPS and VZ when everyone is saying that they are done for
A year ago I would have said VOO. Today, I'd drop it all into BRK.B. The AI and Mag 7 concentration risk in VOO is too high, it's no longer a broad-market fund. 8% is NVDA. The Mag 7 account for almost 40% of VOO. BRK.B has very little Mag 7 concentration (8% AAPL), and no AI exposure except indirectly through their energy company investments. They've also got 38% of the fund in cash on hand to make targeted acquisitions if things move the wrong way, and they'll do a better job that than I will. I'm not moving out of VOO, but instead allocating to BRK.B to balance it out and hedge risk. Dropping a few targeted investments into NVO (3.5% dividend now), NKE and if I can get it at the right price META. Will probably sell covered calls on the individual stocks if they fall to lower cost basis.
BRK.B is a great alternative. They're heavily in cash (38%), not exposed to the Mag 10 (excluding 8% in AAPL), benefit from AI indirectly via their energy portfolio, and they set themselves up to buy a collapse with their cash hoard. They will do a better job of buying a crash than I would -- and if there's no crash, they generally tend to outperform the S&P anyways over time.
!banbet AAPL 278 1D
AAPL is gonna fuck me of I don’t sell these puts right? Doesn’t expire until 11/21
I made money cause my AAPL LEAPS IV increased even with the stock price dropping but I’m still scared.
Of course AAPL does not give a shit
You got it. The big clue to this being AI fears based is AAPL missing from the move and it largely has.
Get rid of all the other tickers…..all we need is AAPL. What a magnificent fucking stock. It does not give a flying fuck about anything…..just vibing on a day where everything else is just getting destroyed.
AAPL actually edging... might try some calls
AAPL is the best. The only time I dont own it.
.....dont even fucking play AAPL
AAPL is coiling right now, going up while markets dropping like a rock. calls print here
why GOOGL is down? Love AAPL, safest haven really.
TSLA is down 2x versus any other non-semiconductor stock in the top 10. It's down 6.5%, while GOOG/GOOGL is next at 2.4%. Semiconductor stocks are taking a bit of a beating (AVGO down 5.6% and Nvidia 4.2%). Some growth tech stocks (AAPL and META) are slightly up.
Good point. Hence why AAPL is actually doing quite well over the last month. Unironically not being as invested in AI or Data Centers has been good for its share price due to a better balance sheet
Honestly, suprised all you idiots are crying so hard when AAPL up 0.25%, MSFT down 0.15%, no fucking change people that hold real companies.
AAPL is still green, what a joke
Has anyone that's put any amount of money in AAPL regretted it since 2008?
AAPL is tanking, so thats always a good sign for everything else.
AAPL has been interesting SPY for a while now
> AI isn’t going to leave AAPL in the dust dude. I didn't say it would. I suggest you read my comment and the thread you are replying to.
well MSFT not so much imo, but AAPL has been consistenly green when other tech drop people say it's because "it is not in AI that much" idk just feels weird, but it's working
AAPL is a defensive stock, actually regarded
AAPL is as close to a juggernaut as you can get in the market.
AAPL like the father meme shielding his kid
Can AAPL fuck off and drill with the market
Come on AAPL, I just need 272 today from you. Not asking for much
I let my professional financial planner decide where my money is invested. It’s worth it to let a pro manage my investments. He knows much more than I do. Diversification is a key to sound investing. We have my money invested in many different stocks. He’s done well by me the last 5 years or so. The last couple of years has been especially good, averaging ~ 20%. I’m very happy with the success we’ve had. If I was to have some “play” money to take a gamble with, I’d go with these stocks, NVDA, GOOG, MSFT, AAPL and AMZN.
Big flows from yesterday I followed: Path 12/19 15c, MRK April 100c, and UNH March 400c. Also a ton of AAPL 11/14 277.5c came in right at the close.. Gonna be an interesting day
AI isn’t going to leave AAPL in the dust dude. The OP’s question was about GOOG and tech plays that aren’t highly AI leveraged. Hence my reply. If you have a weird hatred for AAPL that’s on you.
How is it meaningless? CTRA had an option volume more than AMZN and AAPL yesterday. 99.99995% of them were calls.
In their defense, there are lots of terrible advisors. All my friends and colleagues are advisors. And they are as clueless as OP (no offense OP). They try to tell me that they can provide consistent over performance because they had a basket with NVDA and AAPL and TSLA in it. Basically validating OP’s concept. They are my friends, they are good people, just remember like any human endeavor, the average employee is that, average, mediocre. Most people think used car salesman are the worst because there are so many clear cliche examples. Same thing with advisors. So many examples of trash overall, why wouldn’t it be a common concept?
META forward PE 20 GOOGL forward PE 26 UBER forward PE 26 MSFT Forward PE 27 ORCL forward PE 28 NVDA forward PE 29 AAPL forward PE 30 AMZN forward PE 31 NFLX forward PE 36 AMD forward PE 41 TSLA forward PE 195
Terrible comparison honestly. AAPL has a huge moat, tons of cash and prints money from multiple revenue streams. Services alone was 28.8bn last quarter. With a 15% YoY growth rate.100bn in FY24. All you probably think about is iPhone iPhone iPhone.
Hello here’s a 4-week trading plan that actually works and won’t get you expelled from class or bankrupt — with just enough quantum energy to impress your professor and maybe summon Schrödinger. ⸻ 1. Allocate your $100k like an adult (but with vibes): • $50k → normal human stocks (momentum longs) • $20k → QQQ/VTI so your portfolio doesn’t explode • $15k → shorts, because your professor wants to see you suffer • $10k → Daily DCA into a quantum ETF (QBIT/QTUM/WTAI) to make it look like you “believe in the future” • $5k → VXX, aka the panic button Congratulations, you now look like someone who reads financial papers and not just memes. ⸻ 2. The long strategy (aka “please go up I have homework”): Buy strong stocks that everyone else is buying: AAPL, NVDA, MSFT, META, etc. Hold 3–5 days. Sell when you’re up +4 to +8%, or when your soul tells you to. ⸻ 3. The short strategy (because your professor hates you): Short weak stocks only when they bounce. Hold 2–4 days. Cover before you start sweating. ⸻ 4. The quantum DCA (your daily attendance mark): Buy $400 per day of a quantum/AI ETF. This gives you: • automatic transactions, • automatic participation, • and automatic bragging rights: “I invest in quantum computing.” (Not even your professor knows what that means.) ⸻ 5. The VXX strategy (the spice): When volatility is low, buy a little VXX. When volatility spikes, sell it and pretend you planned it. Your classmates will think you understand macroeconomics. ⸻ 6. Weekly routine (easy mode): Monday: rotate longs + shorts like a responsible trader. Tue–Thu: take profits, pretend it was skill. Friday: cut risk so your weekend isn’t ruined. Every day: quantum DCA because quantum particles don’t rest. ⸻ 7. Risk rules (so you don’t fail the assignment): • Max loss: –4% • Max drama: zero • VXX position: small, like your trust in the market • Shorts: quick in, quick out, like your motivation ⸻ Final result: You get: • transactions ✔️ • short sales ✔️ • weekly performance ✔️ • quantum swagger ✔️ • no day-trading crimes ✔️ • no account blow-up ✔️ Your professor will think you’re a genius. In reality, you’re just disciplined and slightly unhinged. Which is… basically trading. ⸻
AI isn’t delivering expected returns. The market panics massively at anything other than perfection. I’m not a bear, but we are two or three bits of bad news away from a crash in my opinion. AAPL are largely shielded from it so I think they’ll be okay. The rest are in danger, probably will see meta back to $500
same, and add AAPL, MSFT to the mix as well
Ya but Warren Buffett has been unloading AAPL
Not saying it will flop but the cost/benefit could be terrible and I think AAPL recognizes this, they're all super profitable and the cashflow could be used elsewhere or returned to shareholders. It's hugely capital intensive like building the railroads were (except chips depreciate significantly faster) and the spending outpaces the Dotcom bubble spending as a % of GDP. In my opinion it is quite risky seeing as narratives can flip easily in the market.
MSFT, NVDA, COST, AAPL, GOOGL, RKLB, ASTS I know there is overlap between some stocks and some ETFs, I like keeping a small percentage of the portfolio for more active monitoring of specific stocks, as opposed to DCA the ETFs.
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.
This is what everyone said about all the AAPL I bought in the early 2000s. And all their financial advisors kept telling them to sell theirs because it was never going anywhere, the company had no future, the all time highs it reached then were overvalued, etc. But I disagreed, and I've been right about my tech picks for 20+ years of investing so far. I may end up being wrong, but taking small positions in these isn't going to lose me much money compared to my overall portfolio performance even if they go to zero. It's high risk, but also possibly high reward.