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Most Important News from Today in the Stock Market
Most Important News from Today in the Stock Market
Most Important News from Today in the Stock Market
Most Important News from Today in the Stock Market
My regarded picks for 2022-08-26
Buying 10 stocks in one industry verse investing in an ETF?
Nvidia, AMD, and Intel Price Targets Are Cut. This Analyst Sees Semiconductor Demand Slowing.
The top 5 most poorly timed stock purchases by US Congressmen so far in 2022
Looking for some sound, sane advice for these troubling times.
401K previously managed by vanguard now in my hands.
Investors Are Ignoring the Tax Elephant in the Room
Investors Are Ignoring the Tax Elephant in the Room
A winning month just finished. Prepare for a pullback in overpriced stocks!
Semiconductors = Rare Earths = China probably owns the world by now = Take advantage on that
My Watchlist For 5/5/2021 - Anti Hype, Low Risk High Reward Plays
$ON: our favorite semiconductor name, sporting a bullish butterfly harmonic; entry, targets, and stop loss are all provided on my chart. We entered long here at 39.60. ______________________________________ //Relevant Tags: $DJI $SPX $SPY $ES $NDX $QQQ $NQ $VIX $SMH $NXPI //
Semiconductors Observation: $ON and $NXPI have had slow stochastics almost constantly above 75 (and absolutely above 50 constantly) since June 2020, unlike $NVDA, $INTC, $MU, and $AMD. Hmmm... Why such extreme demand? Auto exposure? ________________________ $SPX $SPY $NDX $QQQ $DJI // cc: /u/NrdRage
Stop Chasing for the "Next Tesla"
Mentions
> Anyone else bullish on NXPI after this news? I guess? The stock is up 8% today.
Edge AI in medical devices is definitely where the money's going, but I'd want to see the actual contract details and revenue projections before jumping in. NXPI's trading at a decent valuation compared to other semis though, so if this partnership actually moves the needle it could be a nice play.
Morgan Stanley's top picks for 2026: • NVDA - still the highest ROI in AI compute. Vera Rubin ramps in 2H26, delivering a step-change vs Blackwell. Faster, denser, more profitable. This is infrastructure, not a trade. • AVGO - the cleanest way to play custom silicon and AI networking. ASICs don’t replace Nvidia - they expand Broadcom’s lane. Supporting pillars: • ALAB - hyperscale AI needs connectivity. Smaller cap, direct leverage to data-center buildouts. • MU - HBM stays tight, pricing power holds, memory matters more as AI scales. • AMAT + TSM - no advanced chips without tools and fabs. Capacity = leverage. • NXPI + ADI - the quiet winners as AI demand moves from servers into the real economy. I know MU trades at a lower multiple because they are cyclical, but their forward PE is under 9. Their last ER was simply amazing and blew away all expectations.
Anyone scooping up NXPI at this price?
Anyone hopping into NXPI? Seems like a good grab at this price
Today Opened Positions: - Calls: AMT CARR CDNS ECL GLW NXPI UNH - Puts: NEE UPS Subject to adjustment before close.
Qualcomm (QCOM): 96% non-U.S. sales Monolithic Power Systems (MPWR): 95% non-U.S. sales Lam Research (LRCX): 90% non-U.S. sales NXP Semiconductors N.V. (NXPI): 89% non-U.S. sales KLA (KLAC): 88% non-U.S. sales Jabil (JBL): 86% non-U.S. sales Applied Materials (AMAT): 85% non-U.S. sales Broadcom (AVGO): 81% non-U.S. sales
Check out ES, NXPI, etc - outliers on S&P They start pushing up and all of it moves up
Well going back a few years when I started handling my own money I had over 40% in 2 stocks..NXPI and QCOM..both basically tanked the same day ..not even sure how much but 15/20% ..Could you handle an event like that? So anyway I don’t hold any stock over 3% of my holdings..Every guy handles his portfolio differently so I can’t judge but consider that a 15\20% one day drop is certainly possible in any stock.
I think that he just makes it up as he goes. I noticed that NXPI was down on the news.
I don't think it's a bad idea. It has always had a low valuation and I will say that while their automotive segment did have growth last quarter, semis are cyclical and autos are particularly so. Is it reasonably priced (including vs 5 year average valuation)? Yeah. Could do reasonably well from here if you got a further uptick in these segments, but just know automotive can be a drag when there's a downturn in that segment - see also: NXPI.
Option buyer? I love selling cash covered puts. Friday, GOOGL was down 3 and change at 188.83. I sold 10 contract || || |Want to make money? Sell option. Specifically, cash covered puts. Friday I sold a 180 puts LEAP (12/17/27) for 24,494..82, net with a limit order for 24.50, 10 contracts after the market took a crap and a bunch of good names were selling off. GOOGL had a blockbuster earnings report on July 23rd with beat, raise, and guide. The stock sold off for no other reason than an indiscriminate risk off move Friday and the stock was off 3 and change down to 188.83. After a run up from 174 weeks ahead of earnings the stock hit a high of 196 several trading sessions post earnings on July 30th. That contract, if I want to buy it back today would net me a 2 day gain of just shy of 2k. Not in a hurry and I wouldn't mind owning GOOGL for a net assigned basis of 155.51 a share. I a similar set up in VRT and NXPI with premium in the bank of cash covered puts of 69,280.91. I have been trading options since the early internet boom days and continue to learn and build capital. Learn the underlying like the back of your hand if you want to trade the options successfully. |
Option buyer? I love selling cash covered puts. Friday, GOOGL was down 3 and change at 188.83. I sold 10 contract || || |Want to make money? Sell option. Specifically, cash covered puts. Friday I sold a 180 puts LEAP (12/17/27) for 24,494..82, net with a limit order for 24.50, 10 contracts after the market took a crap and a bunch of good names were selling off. GOOGL had a blockbuster earnings report on July 23rd with beat, raise, and guide. The stock sold off for no other reason than an indiscriminate risk off move Friday and the stock was off 3 and change down to 188.83. After a run up from 174 weeks ahead of earnings the stock hit a high of 196 several trading sessions post earnings on July 30th. That contract, if I want to buy it back today would net me a 2 day gain of just shy of 2k. Not in a hurry and I wouldn't mind owning GOOGL for a net assigned basis of 155.51 a share. I a similar set up in VRT and NXPI with premium in the bank of cash covered puts of 69,280.91. I have been trading options since the early internet boom days and continue to learn and build capital. Learn the underlying like the back of your hand if you want to trade the options successfully. |
Option buyer? I love selling cash covered puts. Friday, GOOGL was down 3 and change at 188.83. I sold 10 contract || || |Want to make money? Sell option. Specifically, cash covered puts. Friday I sold a 180 puts LEAP (12/17/27) for 24,494..82, net with a limit order for 24.50, 10 contracts after the market took a crap and a bunch of good names were selling off. GOOGL had a blockbuster earnings report on July 23rd with beat, raise, and guide. The stock sold off for no other reason than an indiscriminate risk off move Friday and the stock was off 3 and change down to 188.83. After a run up from 174 weeks ahead of earnings the stock hit a high of 196 several trading sessions post earnings on July 30th. That contract, if I want to buy it back today would net me a 2 day gain of just shy of 2k. Not in a hurry and I wouldn't mind owning GOOGL for a net assigned basis of 155.51 a share. I a similar set up in VRT and NXPI with premium in the bank of cash covered puts of 69,280.91. I have been trading options since the [Dot.com](http://Dot.com) days and continue to learn and build capital. Learn the underlying like the back of your hand if you want to trade the options successfully. |
Option buyer? I love selling cash covered puts. Friday, GOOGL was down 3 and change at 188.83. I sold 10 contract || || |Want to make money? Sell option. Specifically, cash covered puts. Friday I sold a 180 puts LEAP (12/17/27) for 24,494..82, net with a limit order for 24.50, 10 contracts after the market took a crap and a bunch of good names were selling off. GOOGL had a blockbuster earnings report on July 23rd with beat, raise, and guide. The stock sold off for no other reason than an indiscriminate risk off move Friday and the stock was off 3 and change down to 188.83. After a run up from 174 weeks ahead of earnings the stock hit a high of 196 several trading sessions post earnings on July 30th. That contract, if I want to buy it back today would net me a 2 day gain of just shy of 2k. Not in a hurry and I wouldn't mind owning GOOGL for a net assigned basis of 155.51 a share. I a similar set up in VRT and NXPI with premium in the bank of cash covered puts of 69,280.91. I have been trading options since the [Dot.com](http://Dot.com) days and continue to learn and build capital. Learn the underlying like the back of your hand if you want to trade the options successfully. |
NXPI 8/15 200p are free money
Wow NXPI dip being bought up again, you regards really didn’t learn from yesterday. Expect your investment to bleed for next couple months. 🤣
Probably be kept down, but it depends on how the run up to the open goes. LMT didn't recover at all after it's 10% drop off and with NXPI they were pumping into the close so the retail dip buyers wanted to catch the momentum.
Will the brutal cucking of NXPI dip buyers keep TXN going down tomorrow or will it bounce back you think?
ASML, NXPI, TXN all citing tariff concerns and dumping. Don’t think I wanna ride out with this INTC LEAP, but can the news get much worse for them?
Yeah I thought so too, earnings beat but guidance pooter than expected? NXPI was similar too
NXPI chart is hilarious, retail bought the dip up all day and the institutions dumped it again as soon as we closed haha (I sold my puts before the close)
NXPI good to suck it now? Or they gonna try to have another hoax earnings call at 8am tomorrow?
SMH has stabilized for the time being today, but I'd still find it to be a headscratcher that it's having its worst day in about 6 weeks on no important news unless you think NXPI is important. If not bought up further by close (ofc it happened a little while typing this), it might actually be over for a few weeks with a mild dip. If it is, then the show probably goes on.
Don’t feel bad, there are people who bought NXPI coming out of the earnings call hopes and promises speech
NXPI did the thing during their earnings call. 150 by end of September.
Damn it, LMT, NXPI and DHR, they got me.
ASML and NXPI fucking the whole semiconductor industry. Got me down a whole 4% from close yesterday and an 8%+ change since yesterday’s high at 10:30am💀. Stupid Icelandic countries/companies that don’t work nearly as hard as US/Asian companies that are fucking up earnings for the rest of the industry
I just realized NXPI is from the Netherlands just like ASML. Makes sense 💀
Semiconductor manufacturers now make up a larger share of the market than ever; over 10% of all stocks. NXPI reported a 6% revenue decline yesterday, adding to the weak guidance we've already seen from ASML for 2026. Texas Instruments reports after the close today, and Intel follows on Thursday. If both post revenue declines, could get worse for Semis and market is de-risking?
My thesis: NXPI reported -6% revenue, plus ASML earlier in the month had a bad market reaction. Texas instruments report later today and if its also down it might be perceived as a general downtrend/consolidation in Semi. Intel on Thursday too.
Semi-conductor manufacturers are making up more of the share of the market than ever. Over 10% of all stocks. Yesterday NXPI reported revenue 6% down, when you add that to ASML, the broad downturn in semis makes sense. Texas Instruments report today after close, and Intel on Thursday. If both hit with revenue declines it may get CHOPPYYYYYYYYYYY?
NXPI ruining my SOXL reeeee
NXPI shit the bed. The semis r gonna suffer
NXPI down on earnings, mildly reflects semiconductor sentiment
thanks mate, figured if ASML (also dutch semiconductor space) tanked, then NXPI would likely fall as well.
Not odd when the margin requirement for for naked put of QUBT is 100% FWFW, the margin requirement for MSTR is 400%. Would never have happened if the requirement was 20% like shares of NXPI which is only 20%. In addition to noting the IV being very high for QUBT, it would help to know what your broker is requiring for margin maintenance for naked options. Hard to borrow. All those element are essentially interchangeable. You lucked out though.
$NXPI - OTM puts. Their main sector is really stagnant this first half of 2025. Everyones predicting a stronger second half but the inventory numbers from end users say otherwise. NOT A FINANCIAL ADVICE.
NXPI - Next in line for profits after NVDA!
NXPI - Next in line for profits!
Until your sold put gets assigned and it keeps going down and down to where you can't sell a covered call at strike that will produce a gain. Been there done that with TGT, NVDA, NXPI, holding all of them now
ASML is my top pick for Europe too but it might be a little risky. I have considered Siemens multiple times. What do you think about NXPI? I like Microsoft too but I would never buy Amazon due to ethic reasons (but I am not sure Microsoft is that much better). I have a lot of AMD but it's caused plenty of harm to my portfolio and I have already decided to rebalance into other stocks. For Japan, I simply buy the Nikkei 225 index because I am not very well informed about the stocks.
I wonder how much of this NXPI print pain is going to affect AAPL. The Apple bears be hungry.
Oh no...NXPI said the word tariff....whole market starts to dump 
Rip NXPI bulls and WM bulls
$NXPI Reports Q1 EPS $2.64, consensus $2.60 Reports Q1 revenue $2.84B, consensus $2.83B. Sees Q2 EPS $2.46-$2.86, consensus $2.65 Sees Q2 revenue $2.8B-$3B, consensus $2.85. Sees Q2 gross margin 55.8%-56.8%. "NXP delivered quarterly revenue of $2.84 billion, in-line with the midpoint of guidance. NXP's first-quarter results and guidance for the second quarter underpin a cautious optimism that NXP continues to effectively navigate through a challenging set of market conditions. Sounds like the CEO is stepping down as well. $RMBS Reports Q1 EPS 56c, consensus 50c Reports Q1 revenue $166.7M, consensus $162.83M. "We had an excellent start to 2025, beating revenue and earnings expectations for Q1 with very strong cash from operations and record product revenue from memory interface chips," said Luc Seraphin, chief executive officer of Rambus. "Through our ongoing strategic execution and robust business model, we continued our market leadership in core DDR5 chip products and progress in new products, positioning us well to deliver long-term growth and continued value to stockholders." Sees Q2 adjusted product revenue $77M-$83M Sees Q2 adjusted licensing billings $64M-$70M.
NXPI hasn’t even reported yet wtf
*Annnnnnd its gone. R.I.P. my NXPI call monies.* 
Perplexity *NXP Semiconductors (NXPI) is up after hours on February 11, 2025, primarily due to an upgrade by Morgan Stanley, which raised its rating to "Overweight" from "Equal Weight" and increased its price target to $257 from $231. The firm cited structural business improvements and stabilization in microcontroller shipments as key factors1. Additionally, institutional investors like Core Alternative Capital have increased their holdings in NXPI, signaling confidence in the stock*
why is NXPI up? I bought calls today, I swear it’s a coincidence. I was bound for a lucky break I guess 
Makes sense. Yeah I really feel like there is going to be thr opportunity cost of having capital sit there. I’d rather move back into the space once we get some signs of a market bottom. Could be another quarter or two, even longer. Just have been bad for anyone that deals with auto and or industrial chips. Same with like NXPI, STM, DIOD, MCHP, TXN are a few examples.
It’s hard to say. Personally I would sale and come back once we have some sign of a bottom, but like almost every company that does auto and/or industrial chips are hurting. Same with like STM, DIOD, NXPI, MCHP, TXN
I don't think NXPI's guidance was that great. I think they are known for inventory control, so it's hard to really predict out, but still seems like the bottom isn't in yet for auto's Q1 Revenue: $2.72B-$2.93B (midpoint $2.82B) vs. $2.89B estimate Q1 Non-GAAP EPS: $2.39-$2.79 (midpoint $2.59) vs. $2.64 estimate
$NXPI Q4 EPS $3.18, consensus $3.13 Q4 revenue $3.11B, consensus $3.1B. "NXP delivered full-year 2024 revenue of $12.61 billion, a decrease of 5 percent year-on-year. In the fourth quarter, revenue was $3.11 billion, a decrease of 9 percent year-on-year, modestly above the mid-point of our guidance range. In review, NXP delivered resilient results throughout 2024, reflecting solid execution, consistent gross margin, and healthy free cash flow generation despite a challenging market environment. We rigorously focus on managing what is in our control, to navigate a soft landing while executing our growth strategy," said Kurt Sievers, NXP president and CEO.
I performed no DD and went with NXPI calls. Hopefully, NXPI will have good earnings and then the stock will go up and so will the call options.
MONDAY: PLTR earnings est. of $0.11 an increase of 37.5% q/q. They saw quarterly earnings growth of 101% y/y. NXPI earnings est. of $3.13 a decrease of -15.6% q/q. They saw quarterly earnings growth of -8.8% y/y. May be a bad outlook for this Dutch company supplying Automotive Microcontrollers.
!banbet NXPI +3% 1d
Got a sweet discount on NXPI calls this morning
I need to know your guys thoughts on NXPI
Still not sure if this is due to Deepfake, which has been news for the last 2 weeks, or due to Trump tariffs, which actually happened today. I know, i know, it should be obvious. But, still going to be watching stocks that should benefit if tariffs are the norm rather than the exception. Steel producers (NUE, CLF), Cars (CVNA, GM, F), US semi producers, though it will be harder to determine a difference (INTC, TXN, NXPI, MU).
Intel probably won't disappear. But not sure if they regain their dominance that soon or ever again. Maybe top 10. But now you have other fabless chip design companies ahead using TSMC and Samsung. MRVL, QCOM, ARM, AVGO, AMD, NXPI, etc. Maybe they will be like TXN, UMC and GF.
$NXPI the new $SMCI. $NXPI should dump 15-20% today.
$NXPI WILL DUMP SO HARD THIS WEEK $DLTR will PUMP 🚀🚀🚀🚀
Hell Yeah, hopefully NXPI drops a bit more, but my LSCC puts are way in the money now.
Ouch! NXPI down over 5% on disappointing guidance 😩
$NXPI \- Revenue: $3.25B, -5% YoY \- Net income: $718M \- EPS: $2.79 vs $3.01 in Q3 2023 \- Non-GAAP EPS: $3.45 vs $3.70 in Q3 2023 *EO Kurt Sievers: "NXP delivered quarterly revenue of $3.25 billion, in-line with our overall guidance. While we experienced some strength against our expectations in the Communication Infrastructure, Mobile and Automotive end markets, we were confronted with increasing macro related weakness in the Industrial & IoT market. Our guidance for the fourth quarter reflects broader macro weakness especially in Europe and the Americas."* Segment Revenue: \- Automotive: $1.83B, -3% YoY \- Industrial & IoT: $563M, -7% YoY \- Mobile: $407M, +8% YoY \- Communications Infrastructure & Other: $451M, -19% YoY Other Metrics: \- Gross Margin: 57.4% vs 57.2% in Q3 2023 \- Operating Margin: 30.5% vs 28.9% in Q3 2023 \- Non-GAAP Operating Margin: 35.5% vs 35.0% in Q3 2023 \- Free Cash Flow: $593M
Anybody playing the semiconductor related stocks. Quorvo dropped like a rock. Puts in NXPI, GF, and LSCC?
I am a simple man. I see “semiconductor” in the name = I buy calls NXPI and LSCC to the moon in the after-hours🚀
It's one I been eye-ing. Stoked to see how the numbers look. Also looking forward to FN, NXPI, LSCC, PRIM, PLTR in the after hours.
NXPI and LATTICE will prob print.
Intel is not manufacturing automotive electronics... If you want to bet on EV buy $TXN $NXPI $ADI 
thanks for pointing out NXPI. And ALL, which may be turning around. I'm no CFA, but your portfolio looks very sensible, but my opinion doesn't carry any weight.
Semi due for a bounce. I am playing via NXPI
ive been holding DIS since 2020 and im only up 8% or $352. I am going to hold it since i don't have that much in it $4,300 and it is one of my smaller holdings i have. if i were you i would get into CAT if you want to get rid of DIS. I got in CAT around the same time as DIS but i am up 216% or $16,394. Some more good ones are Qualcom and NXPI.
People here think about the densiest chips like high-end CPUs and memories, but forget that there are way more other components that must be built on larger node process: transceivers, power supply devices, PHYs, modems, level shifters, smaller microcontrollers that go into appliances, cars, etc. A lot of things have electronics inside today. Companies like TXN, INTC, NXPI won't go anywhere soon.
It means what it has always meant - buy NVDA. Whenever you see articles or hear people say these are NVDA-adjacent plays, just buy NVDA. When someone tells you MU, AMD, NXPI, ASML, TSM, DELL, etc. are cheaper ways to play AI, just buy NVDA.
I lost a few hundred as well today. I wanted a NXPI put in the morning but accidentally bought a call. I was like why is it going negative if the stock price is drop. Needless to say I potentially lost out on a few thou for being careless
Puts on ON….NXPI already disappointed and has been doing relatively better
Puts on ON…. Didn’t NXPI give us a preview of the sector?
Every semi is trash except NVDA. I don't mean as a company. I mean their valuations. They are being bid up in tandem to NVDA, and they are not going to deliver. Just look at DELL, MU, ASML, TSM, AMD, NXPI, etc.
NXPI earnings play as well
Economy starting to show real signs of weakness. UPS and NXPI flashing the warning signs
why didn’t NXPI guidance pull down other chip makers this afternoon?
NXPI earnings sucked semis gonna be hit hard tomorrow
Who got the bag on NXPI pls if so let me suck u cuz u r god
NXPI sinking 7.8% 😣 after lowering Q3 revenue forecasts below analysts’ expectations on slowing auto demand and rising geopolitical risks…..ouch 😣😣😣!
NXPI down 7.8% after ER…..ouch 😣!
CDNS 🗑️ NXPI 🗑️ I think CRWD is going to be a buy of year.
NXPI is NVDA preview