Reddit Posts
$NTNX agreed to pay $71M to shareholders to settle lawsuit over hiding decrease in its sales
2022-10-19 Better Tasting Crayons (Mathematically derived options plays)
2022-10-17 Better Tasting Crayons (Mathematically derived options plays)
$NCNO Announces Timing of its Second Quarter Fiscal Year 2023 Financial Results Conference Call…Next $NTNX EARNINGS BEAT
💰💰💰Good morning! #premarket #watchlist 09/1 $SHPH -Commences Trading on Nasdaq Under Ticker Symbol "SHPH", $HPCO -recent IPO, $FMTX -to be acquired by Novo Nordisk in a cash deal valued at $1.1 billion, $NTNX -Reports Q4 Loss, Tops Revenue Estimates r/RealtimeScreener - 💰💰💰Good morning! #prema
💰💰💰Good morning! #premarket #watchlist 09/1 $SHPH -Commences Trading on Nasdaq Under Ticker Symbol "SHPH", $HPCO -recent IPO, $FMTX -to be acquired by Novo Nordisk in a cash deal valued at $1.1 billion, $NTNX -Reports Q4 Loss, Tops Revenue Estimates r/RealtimeScreener - 💰💰💰Good morning! #prema
💰💰💰Good morning! #premarket #watchlist 09/1 $SHPH -Commences Trading on Nasdaq Under Ticker Symbol "SHPH", $HPCO -recent IPO, $FMTX -to be acquired by Novo Nordisk in a cash deal valued at $1.1 billion, $NTNX -Reports Q4 Loss, Tops Revenue Estimates r/RealtimeScreener - 💰💰💰Good morning! #prema
Nutanix (NASDAQ:NTNX) potentially undervalued software company
Nutanix (NASDAQ:NTNX) potentially undervalued tech company
Prime Movers / Non Movers Stocks Around Earnings
THE QQQ continues to trade in the same range for the past 10 out of 11 sessions ... sell premium
Mentions
Hyper Convergence Infrastructure = NTNX
ALAB and CRDO plus AVGO. If Alab is too high, can get into Labx for exposure. Anything AI that is helping to build data centers is my focus. I've held all of these for a minute, and all are 100 over my buy price. I also love VST and it is currently in a buy zone. RMBS and SNDK with NTNX are low lying stocks beginning their blow up. Data centers are being built everywhere so for the next 5 years expect these companies companies to blow up. Of course I own all the above WSB stock plays but seriously real investors aren't just playing them. Anet and Net and NVDA. I can go on definitely keeping my Sofi and Rddt.
Decided to play earnings with NTNX.. GUH
Sold both my SNOW and PSTG call but kept my NTNX call
NTNX puts, today, end of day lol Went from $70 per share to $56 per share in three minutes…
Lots of shit. The sharp ups and downs are options trades. 1st big spike was NTNX PUTS in 2017. Bad earnings, collected 10x gains that day.
A couple years ago, some firm came out with NTNX and FSLY as potential buyouts. NTNX has been the subject of that speculation for even longer, but it hasn't happened. However, the stocks have diverged to an incredible degree since that call, and it isn't because of their buyout potentials. Buyout rumors often give a bump, but they don't last. You may think a buyout is inevitable, and it may be, but it can come at a much lower price that you ever thought possible.
Thank you for posting about this. I've been doing my own self-directed investing for over 20 years and always try my best to make ethical AND financially sound choices - it isn't always easy but there are some companies that I've divested from recently because of their actions: including MSFT, AMZN, ORCL, FTNT, NTNX, SIEGY, SAP, ANET and yes sadly even NVDA (not as hard based on recent performance 😄). Personally I don't want to profit from this dystopian stuff, whether it's ICE or war and genocide. Meanwhile I've still beat all the indexes over the years by picking tech stocks (buy what you know), so ethics and finances don't have to be at odds if you are willing to put in the time. One of the resources I use is this site from the American Friends Service Committee (the Quakers): [https://investigate.afsc.org](https://investigate.afsc.org) I also use the Weapons Free Funds site: [http://weaponfreefunds.org](http://weaponfreefunds.org) And other resources from As You Sow: [https://www.asyousow.org](https://www.asyousow.org)
NTNX up 15% AH on earnings. Solid earnings history.
I'm not asking for much, just a 500% upward move in NTNX after hours which is sustained into tomorrow's trading day.
put on NTNX. It might beat slightly for the quarter but the forecast will be below expectations.
AVGO acquisition of VMWare is driving customers away in droves...I'm thinking calls on NTNX, so it'll probably drill after hours 
so since every cloud company keeps missing, does this mean puts for SNOW,AI, DOCN,ZM,WDAY, and NTNX ? and with more return to work orders, ZM should dive....
I loaded up on so much. Like a buffet. I hope it works out. WMT, AVGO, SFIX, SPX, NTNX, POET
This company has always traded premium compared to its competition. With the new CEO, revenue and products are getting a new life. I believe company is uniquely positioned to leverage the AI boom as investments shift more towards the software sector. As such the whole software sector is gaining momentum and I have moved some of my $ not only into SNOW but to other software names (CRM NOW NTNX META). IGV is a good indicator of the momentum in software space.
The problem with SMCI is that the books are already cooked and we’ve got no idea for how long. But considering that NTNX quotes them on every order I’m slightly bullish.
WTF happened with NTNX? Crushed earnings. top stock in overnights l, immediately upon open drop below call options No bounce at all
5 firms raise PT on $NTNX near $90. Market opens and this shit drops from 75 to sub 70. I fucking hate investing
Played one earnings gamble and it was legit the only winner. Even a broken clock is right twice a day. $NTNX
My AMBA PD and NTNX calls are good. Dell beat but I guess not enough
My AMBA PD and NTNX calls are good. Dell beat but I guess not enough
My DELL calls cooked. Bought NTNX 77.5c 1/17 before close Woof.
$NTNX my earnings play come on pretty pleaseeee
Curious to see how NTNX does this week on earnings. Its a solid software play.
Good morning!SAvE, NTNX, IIPR. Thanks
Watching Sofi, AMZN, NTNX for tomorrow, LRCX might get moving next week. Calls on bear anooooooos!
I DCA into 40 or more small or mid caps, in very little amount, sometimes $100 to $200 into them for 2.5 years, none of them goes over 100%, except one: COHR, but I don't put more money into it yet. And I started to invest $100 each into VRT, NTNX, and ETN for 3 months now, they are 6 to 15% up now. I like the optical components kind of stock for the future of VR/AR COHR is one of the stocks I feel it belongs to the VR/AR sector if there is really such sector or the beginning of a sector. Hopefully tech can get as far as immersive VR and AR like in Ready Player One.
Pray for NVIDIA. Got a call on NTNX before bell. EPS was high so it will probably go up. Got a call on Marvell but missed earnings by 1 cent so I might be fd . Other than that. Just see how next week goes. Watch my calls expire and pay up my margin.
AFRM - not break even NTNX - probably won't break even unless it's past 60 at open (I had thesis VMWare licensing would piss a lot of IT execs) NVDA - did not pan out, not break even Will be out \~$2k
Finally NTNX moving! AFRM pump getting me close to break even again
NVDA? NTNX! Under the radar ER tomorrow
I do. I have monthly contributions to 5 different portfolios: First one: VTI 73% Second one: 43 small, or mid cap individual stocks (originally 53, they merge or being sold to private companies or not listed on my brokerage anymore) 5.8% Third one, more than 50 individual stocks and ETFs including mega caps, bought from my picks and also recommendations from some Motley fool Rule breaker and stock advisor in 2020 5.8% Fourth one: Close end fund, USA 5.8% Fifth one: NTNX, VRT, ETN(stock, not exchange trade note), 9% about 3% each The ones with a lot of holdings done in M1 Finance with dynamic rebalance (monthly contribution will go to undervalued ones with assigned ratio of the portfolio), the others mostly on Fidelity.
NTNX calls? Bold move, my friend. That stock has always burned me.
Have DELL NTNX calls. Going to add SOXL 45c and SMCI calls away otm… a lotto play
NTNX worth a look only down 1% while all other tech 3+%
Little known secret in tech NTNX up and cheap calls
Watching NTNX next week have 57.5c
Nutanix, Database as a software, sounds cool to me, NTNX. Vertivz HVAC for Data center, VRT.
NTNX 60c might take a couple weeks
Anybody in NTNX? I’m up 300% in July 19 calls 55 and 60
anyone know NTNX? pumping last 3 days https://preview.redd.it/c1zcetpwqx9d1.png?width=1038&format=png&auto=webp&s=5dbb77c189665766a79fadeb664638c322a9dc4e
“up 48% YTD…” fairly nice run up, the take off has already happened. Quickly: competition field is stacked: DELL, HPE, PSTG, IBM, NTNX… lackluster revenue growth compared to peers. debt is roughly 2x equity. but, strong profitability.
NTNX 55c June 21 - I have 25.
Not NVDA NTNX June 21 55c 25 contracts
NTNX June 21 55c… looking sexy
NTNX only up from here. I have June 21 55 calls.
One more thought as this is a bit near and dear to my heart and I think HPE is mostly in shambles. So when it was just HP with two divisions, one selling computers and laptops and the other one selling data centre equipment - the data centre folks (now HPE) always complained that they could not iterate and build and design so fast because they were stuck in a company that was focussed on building consumer computers. (Never mind Adel has been doing this successfully for 30 years.) So they split into HP and HPE. If you look at the stock performance of both socks in the last five years it’s actually the computer guys (HP) who are ahead. The consumer computer guys have actually doubled the performance of the data centre guys. So was funny for me to see as an observer in the industry that the dysfunctional part of HP was actually the data centre and server folks. And they just spent billions of dollars on basically a dead company who has been irrelevant for quite a long time. They’d be a $50 stock by now if they purchased NTNX and pure storage of the right time.
HPE has been trying to be the “next Cisco” in networking since 2009 ish. So they went ahead and bought the company who was supposed to be the next Cisco for the last 25 years (juniper). NTNX Was a great fit because they already work with them on a very, very strategic partnership and a whole bunch of customers are very pissed off at VMware after the Broadcom acquisition. Those customers either go to cloud or stay on premise with NTNX.
I see why Juniper expands the HP portfolio. Not sure I see why NTNX except it seems people really like them
Because they bought juniper instead of buying NTNX?
I’m in NTNX 55c June 21 - should pop the next 2 weeks. Or not
NTNX something’s up
NTNX is a bigger bitch
NTNX calls for next week on Friday, I’m eyeing
NTNX is relatively cheap right now. Fell Off ATH after earnings. Beat estimates but management fumbled on guidance. SAVE is a disaster but not an unreasonable high risk bet. and then there’s GME… hodl, moass , reverse Ubon and all that shit.
NTNX is going uppies! VMWare exodus is paying off
$NTNX Nutanix will easily double withtin a year. It is in a long term uptrend.
VMware is just too big to fail. regardless of rising rates and the impact of the recent acquisition on their Palo Alto HQ (i have an insider friend), the catalyst you suggest for NTNX rests on whether or not NTNX can eat VMware's market share. so basically I have no idea if you're right or wrong about this. and for that, i'm all in with you 
Name doesn’t matter. Performance matters. Go long $NTNX
Any thoughts about Nutanix $NTNX? The stock is performing very good lately.
Soooo, am I the only one who bought NTNX calls? And I must say the company has a shit name. Sounds like they make protein shakes.
Nutanix (NTNX) crushed it and gonna go nuts.
$OKTA $OKTA $OKTA my love, how you do so well! I'm hyped for $CRWD, earnings are going to be strong. Also, $URBN got overly punished today. Made a good purchase for short term gains. $NTNX did well, and it'll do even better in the near future. Lots of companies are dropping VMware for nutanix, so it might take a quarter or two, but it will take off.
Broadcom has 1. Abandoned major partnerships with resellers. 2. Told customers “take it or leave it” on contracts such as renewals and new licensing deals. 3. Axe’d like 50 skus that VMware customers used to be able to procure off of. I would take that information into your strategy and know that either NTNX (VMware’s biggest competitor), AWS, Azure will be gaining customers left and right throughout the years
Anyone playing NTNX for earnings tonight? Cloud services and AI
Lets play guess tonight's after hours earnings: CRM: GREEN SNOW: GREEN AI: RED HPQ: GREEN NTNX: GREEN OKTA: RED PARA: RED
Calls on Cava, NTNX. Puts on Dell. Probably some other fliers but those are calling to me
NTNX (Nutanix) in my opinion, as they are one of a few replacements for vmware. Since VMware was bought by Broadcom, everyone is looking at alternatives. They could explode soon.
This looks like a good start. From a leverage side of things I'm more of an FNGU or TECL myself, but TQQQ is solid. The one thing I would say is invest in one other large cap that is growing (see CYBR, SMCI, NTNX) faster than mega caps. These companies have been fueling the growth in my portfolio better than leverage. Good luck brother
NTNX, DELL & S are potential stocks that are positioned to scale quickly. They will not hit Trill status but you can make money during their scale.
Congrats buddy this looks good. I wish i had $300K at your age. I no longer buy ETFs. Stock has 5x my gains So I'd recommend going in the stock direction. Not sure what you should buy next but ive been buying ZS, NTNX, SMCI, DELL, S, & CYBR. All have performed remarkable over the last 3 months
My best performing stocks (outside the mag 7) are PANW, CRWD, ANET, ZS, NOW, NTNX,... these have outperformed the mag 7 with the exception of NVDA and META. Whenever one of these stocks goes up 30% I take another position in them and set a stop loss on my old shares.
KR and CRM are by far the most liquid of the equities releasing earnings next week. NTNX, BILI, IOT and PATH are somewhat less liquid but worth trading as well. Don't mess with illiquidity.
I'm a Nutanix Stan. $NTNX. Cloud engineering and services targeted towards enterprises
Was in a meeting speaking to Nutanix and they said that pretty much every vendor of solutions for things like Virtual Infrastructure or Backup who provide their own hardware is actually Supermicro i.e. $NTNX and $CVLT. So I thought they're clearly relied on by a lot of companies, they have a low P/E and I like the company so thought why not! I think I'll see how Monday-Tuesday goes and go from there
>It’s basically just 5 tech stocks that are up. Huh??? You just parroting talking heads who parrot the same size stocks for everything....echo chamber analysis. There are quite a bit of tech stocks that are significantly up. I just checked my portfolio and ignoring the trillion dollar market cap MAGA stocks, these tech stocks are up double digits and quite a bit YTD. Sales Force (CRM, +80%) Pure Storage (PSTG, +40%) Nutanix (NTNX, +13%) Adobe (ADBE, +42%) Veeva Systems (Veev, +20%) Sprinklr (CXM, +82%) Shopify (SHOP, +85%) Among non tech in my portfolio that are up double digits YTD, American Express (AXP, +18%) HCA (HCA, +18%) Costco (COSt, +15%)
#Ban Bet Won --- /u/h_shmoney made a bet that NTNX would go to 31.0 within **1 day** when it was 29.21 and it did, congrats you fuckin nerd. Their record is now 2 wins and 1 losses
**Ban Bet Created:** **/u/h_shmoney** bet **NTNX** goes from **29.21** to **31.0** before **07-Mar-2023 02:16 PM EST** Their record is 1 wins and 1 losses.
I was just joking there and I personally don't own either of those tickers but I would go with $ORCL over $IBM any day. Going by your name and some of your past posts, you seem to be in the tech space so this makes it easier for me to explain my perspective. Right off the bat, The following are my reasons and also why I think $ORC can outperform $IBM in the long run. Again I look at this from an HW Engineer's perceptive, make of it what you will. 1. Once $AVGO's acquisition of $VMW goes through, they'll gradually reduce resources focused on their smaller customers. $ORCL is in a much better position pick up the slack as one of the next best thing in the Virtual Machine space. $NTNX is not mature enough for some of the sticky customers VMware will be dropping post acquisition and some of their existing customers have already started their migration. 2. Hardware companies are slowly ditching their internally built ERP for the cloud based ERP more than ever now, our company is one of them, it makes integration with contract manufacturers, vendors and newly acquired firms through M&As much easier. $ORC has a lot to gain from this transition as well. 3. $ORCL reinvests a good amount of its profits in R&D and they seem to be pretty good at it, whereas IBM distributes it as dividends and they don't seem to have an Idea on how to efficiently allocate capital. Watson was supposed to be their huge break and we all know what happened there. IBM spent close to 170 Bil $ on buy backs which is worth more than their current market cap. Poor capital allocation can kill a company unless you're Google.
**$4k Challenge Account Update!** When the Fed pivoted (the original pivot lol) I knew we were in for a rough time. I decided to play very defensively. My primary goal was simply "don't lose money" during the bear market. By taking a break from options, sticking to a cash/shares account, using smaller position sizing, using tighter stops and taking faster profits, I managed to avoid losing money. The flip side of that was that I didn't make much money either. But I did learn a lot. Going through the process of writing my third trading guide made me realize exactly when and where I should have pushed and been more aggressive to make a profit. I feel more confident now to drop the defensive stance and start playing aggressively again. I've returned to options trades, using larger position sizing and wider stops, and will be going for larger wins. The new approach started off with some bad luck. I bought corn calls right before the FTX news hit. Took a decent sized loss on the overnight gap down. But then I had some luck to turn things around, buying calls right before CPI and catching a big win on the gap up. In any case, I'm hopeful this challenge can get kicked back into overdrive and I can start making progress again, even if the returns will become a bit more volatile. The most important thing will be to avoid overtrading, and wait for the premium setups that I know can work. Overtrading is perhaps my biggest weakness. The market is in overbought territory, and some consolidation is inevitable soon. But I will resist the urge to buy puts until we hit clear resistance levels. In the meantime, I am going with shares on bullish setups that should show some relative strength. Thanks for reading. **Current Account Value: $10,850. Total % Return: 171%. SP500 Return: -4.8%.** **Third-party verified trades:** [**Kinfo profile**](https://kinfo.com/portfolio/23162/performance) **Current positions: LAC, NTNX, PSNY**
Bought LAC, SGML, PARR, NTNX, PSNY. The market stuck in clown mode for now I guess. That's enough action for me today. Happy Veterans day to my fellow vets!
# Tickers of Interest - TL;DR **Gamma Max Cross** * [NTNX](https://options.hardyrekshin.com/#NTNX) 11/18 25P for $0.85 or less * [AM](https://options.hardyrekshin.com/#AM) 11/18 10P for $0.35 or less * [AVXL](https://options.hardyrekshin.com/#AVXL) 11/18 12P for $2.10 or less * [PAGP](https://options.hardyrekshin.com/#PAGP) 11/18 12P for $0.35 or less * [LW](https://options.hardyrekshin.com/#LW) 11/18 35P for $2.40 or less **Delta Neutral Cross** * [BAC](https://options.hardyrekshin.com/#BAC) 11/18 35P for $1.35 or less * [JPM](https://options.hardyrekshin.com/#JPM) 11/18 115P for $2.70 or less * [DAL](https://options.hardyrekshin.com/#DAL) 11/18 33P for $2.25 or less * [CHPT](https://options.hardyrekshin.com/#CHPT) 11/18 14C for $1.05 or less * [USO](https://options.hardyrekshin.com/#USO) 11/18 70C for $2.95 or less # Trading Thesis - Why These Crayons Taste Better Technical analysis and indicator based trading tend to use past price performance in order to predict important price levels today. This analysis is based on the current option open interest. With that option open interest, it calculates portfolio-level greeks--notably Delta and Gamma. More importantly, once the portfolio level greeks are established, I can now simulate the change in greeks at different price points. From there, I can find the price levels where portfolio-level gamma is the highest, and the portfolio-level delta is close to 0. For some tickers, the underlying price reacts strongly off of delta neutral, gamma max, and sometimes both. It's the reaction off of these price levels in the past that is being used to drive trading signals. The plays and target entry prices given are calculated using a binomial option pricing model that reflect the expected size and duration of the reaction from gamma max or delta neutral. A lot of these plays are profitable by underlying moves in stock. The best plays benefit from the directional move as well as the increase in IV. # Notes - Something to give you a new wrinkle * If the price has moved past the entry price, exercise caution. Something changed between the time these plays were generated and market open. * Look to sell half your position on a double, and freeroll the rest to exit at your discretion. * I tend to risk up to 1% of my total capital on any trades I take. If my conviction is lower, I'll only allocate 0.5% or even 0.25% of my capital to the trade, and dollar cost average in. * The trades were calculated before market open, and so are based on information up to yesterday. Keep that in mind when deciding to enter well after the fact. # FAQ - Because others have already asked. * These plays are mostly puts. Are you a gay bear? * No. It so happens that the companies have had some recent run-up which implies they are overextended. These trades are primarily some form of mean-reversion either toward or away from an important price level. * Are you entering all these plays? * No. There have been a dearth of plays in the WSB morning talks, and so I opened up my bag of tools slightly wider to point out more plays with a probable edge to help lead apes to more gain porn. Go through this curated list of plays, pick the ones you like based on whatever additional analysis you use, and get that gain porn. * You mentioned a new play on the same ticker in the past. What does that mean? * The new play should replace the old play. The old play is likely now invalid and if you haven't entered in, don't chase the price. Remember that a new day's worth of data has been produced and the newer play reflects that data, the older play does not.
>This is a terrible idea. Nutanix is a mess of a company and their products are overpriced garbage. The only buyer for them would be another cloud provider looking to prop up their failing business, and even then it would be at a massive discount to the current share price. Avoid NTNX at all costs.
Nutanix NTNX? Has seen great uptick
# Tickers of Interest - TL;DR **Gamma Max Cross** * [MO](https://options.hardyrekshin.com/#MO) 11/18 45P for $1.25 or less * [TBT](https://options.hardyrekshin.com/#TBT) 11/18 34P for $1.85 or less * [NTNX](https://options.hardyrekshin.com/#NTNX) 11/18 25P for $0.90 or less * [VSCO](https://options.hardyrekshin.com/#VSCO) 11/18 35P for $2.55 or less * [RETA](https://options.hardyrekshin.com/#RETA) 11/18 25P for $1.75 or less **Delta Neutral Cross** * [PDD](https://options.hardyrekshin.com/#PDD) 11/18 55C for $3.90 or less * [CPNG](https://options.hardyrekshin.com/#CPNG) 11/18 17.5C for $0.90 or less * [MOS](https://options.hardyrekshin.com/#MOS) 11/18 47.5C for $3.40 or less * [MCD](https://options.hardyrekshin.com/#MCD) 11/18 240P for $5.55 or less * [ENPH](https://options.hardyrekshin.com/#ENPH) 11/18 240C for $22.50 or less # Trading Thesis - Why These Crayons Taste Better Technical analysis and indicator based trading tend to use past price performance in order to predict important price levels today. This analysis is based on the current option open interest. With that option open interest, it calculates portfolio-level greeks--notably Delta and Gamma. More importantly, once the portfolio level greeks are established, I can now simulate the change in greeks at different price points. From there, I can find the price levels where portfolio-level gamma is the highest, and the portfolio-level delta is close to 0. For some tickers, the underlying price reacts strongly off of delta neutral, gamma max, and sometimes both. It's the reaction off of these price levels in the past that is being used to drive trading signals. The plays and target entry prices given are calculated using a binomial option pricing model that reflect the expected size and duration of the reaction from gamma max or delta neutral. A lot of these plays are profitable by underlying moves in stock. The best plays benefit from the directional move as well as the increase in IV. # Notes - Something to give you a new wrinkle * If the price has moved past the entry price, exercise caution. Something changed between the time these plays were generated and market open. * Look to sell half your position on a double, and freeroll the rest to exit at your discretion. * I tend to risk up to 1% of my total capital on any trades I take. If my conviction is lower, I'll only allocate 0.5% or even 0.25% of my capital to the trade, and dollar cost average in. * The trades were calculated before market open, and so are based on information up to yesterday. Keep that in mind when deciding to enter well after the fact. # FAQ - Because others have already asked. * These plays are mostly puts. Are you a gay bear? * No. It so happens that the companies have had some recent run-up which implies they are overextended. These trades are primarily some form of mean-reversion either toward or away from an important price level. * Are you entering all these plays? * No. There have been a dearth of plays in the WSB morning talks, and so I opened up my bag of tools slightly wider to point out more plays with a probable edge to help lead apes to more gain porn. Go through this curated list of plays, pick the ones you like based on whatever additional analysis you use, and get that gain porn. * You mentioned a new play on the same ticker in the past. What does that mean? * The new play should replace the old play. The old play is likely now invalid and if you haven't entered in, don't chase the price. Remember that a new day's worth of data has been produced and the newer play reflects that data, the older play does not.