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Hardware/electronics prices about to go parabolic if this war continues SNDK/MU/DELL all been pumping for a reason
ATOM Final FAB result due any day for game changing semiconductor manufacturing. NVDA INTC ATML TSM MU SNDK BRCM TXN SOXL. Previous all time high 47.
Thursday postmarket I said just buy SNDK and log off your brokerage account. It's had had 2 straight red days since. Basically just inverse me and you'll be ordering your custom Lambo real quick
SNDK WDC pump coming tomorrow 🤑💰🔥
looked at SNDK premiums and almost passed out
Bessent shorting SNDK and MU cause 🥭 is jealous of anything with functional memory 🤌
Anyone buy SNDK calls at the top today? 🤡
SNDK below $700 is an insult. Crazy discount
The hate I got for saying when companies like MU and SNDK are expanding capacity is when it's time to leave was wild.
Interesting action in SNDK. Some determined selling after a move higher. Not a good signal
Absolute rug pull on Sandickcheese SNDK
SPY going up but SNDK MU going down. Bruh
I must be the only dumbass losing money on SNDK today 🤡
SNDK went from 680 overnight to 748... Wow
WDC SNDK money glitch 🤑🤑🤑
Should’ve just bought SNDK 😐
MU/SNDK still incredible buys. This is just the start of Allah’s blessing for semis this week
Turns out I should have bought that SNDK $770 put on Thursday.
honestly, it feels a bit like 2021 all over again with the hype around those stocks. short squeezes can be wild, but it's tough to tell if we're actually seeing one until things really heat up. those high runners like SNDK and MU have their own catalysts right now, but they can drop just as fast as they rise, so gotta be careful. im not sure about a violent correction, but if you’re feeling like you’re constantly chasing, maybe it's worth sitting on the sidelines for a bit? sometimes the best move is no move at all. it’s definitely a tough market right now... just pick your battles wisely!
To be fair, just like SNDK, it should have never been up so high
SNDK and WDC port
That was barely a drop for SNDK
MU, LITE, VICR, maybe CIEN. Possibly SNDK but I’ll wait for it to dip again if it does. Stocks tied to AI datacenters are the only ones I can see making money this year with all of the bs going on. Sure you could bet on the war and load up on defense and oil stocks, but that could all crash if some sort of stability is reached. 2026 not looking great.
nice. SNDK is the next big mega put. It will crash hard at their earnings when they beat earnings estimates.
Sorry I was a bit of a dick, I read it first at like 1 in the morning and for some reason was just convinced a lot the the writing was mainly AI, but I should still have tried to be helpful or ignored it. Re-reading is still kind of feels like you just plugged it into AI, because basically what you are describing as manipulation is just the normal function of how bid-ask spreads work to hedge risk for MM's and larger institutions. You actually gave a lot of detail on your position and thinking however that I dismissed, so here's my thoughts on this type of situation. When realized volatility spikes because of sudden price action intuitions widen their bid/ask price thinning liquidity once it moves outside of the call/put walls. You can see those with DEX/GEX charts. They are not quite the other half of level 2 order book data, but they at least rhyme. They show you dealer concentrations of delta and gamma exposure creating an area of thick liquidity within that range and thin outside it. This can either accelerate price action or, more often, elevate the chance of short-term mean reversion. Even as it might trend one way or another over time the one thing it does every-time is increase the cost of buying contracts. More properly it's the range between concentration widens as dealers reduce their willingness to quote a tight markets outside their comfortable hedging zone. The walls are still where the concentration is, but the no-man's-land between them and the next meaningful strike cluster becomes much more illiquid. Creating slippage. I can't post a picture, but basically they show where large concentrations of call and puts expiring at different DTE's creating clusters of liquidity that will price will gravitate towards as well and creating a tight spread, i.e. a liquid range defined by the call/put walls. Granted it can feel very manipulative on days like OPEX (generally the third friday on a month) and doubly so for triple witching, because Market makers, institutions, and even retail hedge risk in multiple ways that include buying/selling shares, options and futures all at once. You might be looking to trade a day or a month or two on SNDK, but others are looking to balance their exposure of millions or billions to risk targeted at certain dates based on all their holdings. A hedge fund doesn't care about SNDK going to the moon, they care about the risk/reward of their SNDK, memory, tech risk in conjugation with their holdings. Especially when you add in block orders and the mechanism commonly know referred to as 'dark pools' comes in. I'm just going to use AI to summarize this part, because I just don't really want to get into it to much, but those two things are about maintaining a liquid market and adjusting positions *of size*. Addressing dark pools and manipulation specifically though: **The bid-ask connection:** When a large block trade clears through a dark pool and hits the tape, market makers have to rapidly **reprice their hedges**. They don't know if that print represents: * A one-off institutional cross * The beginning of a larger distribution campaign * A forced liquidation Their rational response is to immediately **widen spreads** on the lit market until they can figure out what just happened. This is why you'll sometimes see a single large tape print followed by a sudden liquidity vacuum — the MMs are essentially saying "we need a minute to reprice risk" by pulling their tight quotes. **The full picture then looks like this:** |Mechanism|What You See|What's Actually Happening| |:-|:-|:-| |Dark pool print|Delayed tape anomaly|Institutional position change| |GEX/DEX shift|Wall moves or disappears|Dealers repricing hedge obligations| |Bid-ask widens|Slippage on your fills|MMs absorbing information asymmetry| |Level 2 thins|Visible liquidity vanishes|Lit market reacting to dark pool signal|
Out of curiosity, can you explain why you think SNDK was going to drop? The fundamentals are strong unless the AI infrastructure build-out just completely evaporates. We're looking at multi-year supply/demand imbalance. Prices and GM are going up. Then MU dropped record earnings and even better guidance. 3-month calls on SNDK at \*1000\* strike were pulling down 65-70 in premiums before yesterday's pullback, meaning the market is pretty bullish to justify that crazy of a premium on a 30%+ move up. I know b/c I'm looking at writing some CCs next week in that range. I'm new to options as well--my CCs next week would be the first I've ever executed. (I'm working with a financial advisor so it's not like I'm doing this blind BTW. Hoping to get a couple of cycles of premium but it's also an exit strategy to make some money before facing a six figure capital gains tax bill once I sell to get out and diversify.) I'm just wondering what you're seeing here that I'm not.
Man I guess buffet saved me I wanna do a wheel here it got juicy premium and good price point But I barely know the company How it works etc Unlike NVDA or SNDK something that I used everyday and I kept up with I don’t exactly follow this one so I skiped it Could have been a generational bag holder
Man I guess buffet saved me I wanna do a wheel here it got juicy premium and good price point But I barely know the company How it works etc Unlike NVDA or SNDK something that I used everyday and I kept up with I don’t exactly follow this one so I skiped it Could have been a generational bag holder
Hey Chairman! Awesome feedback, thank you for taking the time to look at this post. The post was initially a bit of a rant because I am newer to options. I've caught up on the greeks, but the possibilities of what happens during real world demand pressures and pricing of volatility is still not totally clear with me. In other words, I thought if I had strong conviction in SNDK going down and placed my stop losses correctly I can benefit from tight risk management if SNDK goes down. Little did I know, I took the options with \~$3-5 of extra premium because SNDK rocketed up to $753 so fast. I noticed if I waited several hours yesterday, after the price consolidated a bit, the same option was going for \~$33-35 with the loss in IV. What's crazy is, I discovered a weird trend on the order books for the bid/ask. Essentially people are placing walls on the bid-ask spread. E.g. near 1-2PM eastern bids were locked down 37.50, Asks were at $42.50, insane spread because of low volume. I researched this and basically market makers corroberate with the CBOE to maintain markets and provide liquidity. I did some tests... this liquidity is algorithmic and happening constantly behind the scenes without us being able to see it. I have a screen recording showing how I was able to move all the visible order blocks of each MIC from $42.50 down to $42.20 momentarily. Then the order blocks further in depth suddenly shot up to $44.80-$45.00. I wanted to see if I could shift the mid price higher if I took away my ask. As soon as I did that, the order blocks were instantaneously backed to $42.50, down from $44.80, preserving that $40 mid asking price. Absolutely insane. This is the more dishonest part... I recall this same market manipulation when buying the option. I was bidding up in increments of $0.1 during the ascent to \~$753 because I wanted in on the action before SNDK falls back down. Bids are up to $37.3 at this point. As soon as I upped my bid by $0.3 to be a bit more greedy on acquisition, the order instantly took and the bids immediately went down to $37 across all bid order blocks and even lower in the next few minutes (all the way down to \~$34-35) even though thee price was generally flat. I got snuffed out as 1 of several independent traders and got totally manipulated on the premium... Market makers intentionally kept bids higher when volume was low and then set more appropriate bid order blocks once I already bought my positions. This stuff is like the wild west... Market makers have total control of premium manipulation in these low volume options and most people don't even realize this. To finish up, I planned to close the positions regardless by end of Friday because of not wanting to get burned by theta decay over the weekend. Really interested in learning about spread and using tools like you mentioned. I would appreciate any resources that you recommend. This is my new hobby, maybe I should have gotten a mathematics degree instead of engineering 🤣
Yeah this is classic IV crush, just happening without an earnings catalyst which is the confusing part. What you're seeing is the VIX dropping — when the market sells off hard and then stabilizes a little, IV across the board compresses even if the underlying keeps moving. Your puts lose delta gains to theta and vega working against you at the same time. Stock down 5% but your put is barely up because IV dropped 7% simultaneously. The two are fighting each other. For high-vol names like SNDK the IV premium is already baked in, so you need a bigger move than you'd expect to actually profit. Worth checking the IV rank before entering — if IV was already elevated, you're buying expensive insurance that can still lose value even when you're directionally right.
Nice I faded MU & SNDK today!
I mean you could have closed your eyes and bought puts on anything except oil and you would have made money. The big movers were LITE and SNDK. Otherwise, taking on those SPX puts were also big winners, there was a wave at 3:30pm where the 6490s went from $2 to $20 in 5 mins and then back to $0.
SNDK after hours 🤑🤑🤑
And always the trades you aren't too hopeful of. I bought one singular fucking share of SNDK when it was 200 something.
Still here sitting on my SNDK gains. Up a 18x since last year. Up 156% this year.
SNDK MU is looking oversold now
Such a good MU/SNDK buying opportunity
Opened small positions in SNDK & LITE. If they drop further I get more of a discount and if they go up I get a small profit. Given the memory shortage and great ERs I don’t see a sustained downtrend happening, so it should be profitable in anything more than very short term, if not that as well.
Im out, going to Olive Garden with my wife, MU, SNDK, and SMCI have cleaned me out for the week. Ill be back Sunday at 5:00pm PST. Fk this market.
SNDK closed almost 20$ higher than that yesterday. So, those puts got crushed a little and now yesterday's move is pretty much almost gone. That's probably why you're barely making on it right now. I also don't know what sndk's spot/vol correlation is. I'm just looking at it on my phone.
Even the great SNDK fell. u know it's a wrap
SNDK puts saved my portfolio today
Man.. I just have a perfect knack for timing the top. Bought MU at 450 and SNDK at 750. GG
Who else bought SNDK MU at the top? Definitely not me haha... right...
I may have bought SNDK at 760...
I think I sold my SNDK shorts too soon
If y'all bought puts on SNDK MU at the top...
Yesterday I watched SNDK $800C and 712.50P all day and guess which one I bought before close.. then DCAd after open. Fuckin hamburger help me 😂😭
I was eyeing SNDK 700p at $0.40 and I pussed out
Lemme get a large twin 🥀 SNDK has the most insane year of any stock I can think of
You want a medium or a large? First time I’ve bought a call in months and SNDK decides it’s had enough 😂
SNDK and MU had a good run...
Imagine buying SNDK puts at close on Wednesday and selling them at open on Thursday, watching it then rocket up $75 throughout the day, and not reloading on puts at close on Thursday. Couldn't be me. 🫣
Y'all ready for the SNDK V back to ATH?
Who else bought SNDK at the top?
Those who bought SNDK at 770 thinking it would hit 800...
My SNDK DD of “wow this shits on a generational run” was cut short and I bought calls at the tippy top lol
$700 on a SNDK put woohoo, still holding OPEN puts
That one image of the knight protecting the princess, but the knight is SNDK and the princess is the bulls
It’s SNDK , but your chances worked out
Probably SNDK and photonics stocks like AXTI and AAOI
Should I hold these SNDK 3/27 calls thru the weekend
Can anyone tell me how much I would have made if I bought a single $700 SNDK call exp tomorrow at open and sold EOD today?
Selling 800 calls at open on SNDK seems like free money. No way MM allows it to hit because quad witching or mercury is gonna be in retrograde or something
MU and SNDK have made me a mint in the last 3 months. Don't see it stopping anytime soon.
SNDK is pretty stretched but the stretch might stretch stretchier before it corrects.
SNDK options gonna be wild tomorrow. Regards either gonna blow up their portfolio or get rich
I like to think if I had just full ported SNDK last year and do the math and feel sad
If we pump tomorrow then I think MU/SNDK will probably pump 8-10% lol.
At the very least trailing stops, market's being fuckin wonky, and it'll be SNDK, MU's turn eventually, but there isn't a whole lot of reason to think it would be soon besides the run up. I'd definitely take some profits before next earnings in this overall market environment though.
Hodlgang I’m long SNDK and WDC waiting for Korea to get back up because I’m in EWY/KORU too
Looking back, maybe selling CCs on SNDK wasn't the smartest move.
Every year there always a stock that defies logic and goes way higher than it should. SNDK is looking like it going gro be that stock
So you mad for holding SNDK calls when Iran war started basically
Up 100% on SNDK. Should I bail or is this going to run more?
SNDK has been free money all year 🤑
You bought SNDK? As in snake dick? That’s not for me bro
Or SNDK and MU and then crypto and the space stocks…yeah pretty stupid
SNDK is the new TSLA
Trading $SNDK reminds me of the market in 2024. Ez mode.
Buying more puts on SNDK FDX and MU 😔🐻🤡
I mean let the world burn but why would SNDK go down...
I may have just bought the top on SNDK...
That everyone here is calling you a retard seems to indicate you’re on to something regardless of how retarded it seems. I’ve seen SNDK swing $100 in either direction in a couple of days. Good luck, retard.
I own MU & SNDK. Why not buy both?