greeeedy options

genuinely curious what guidance number moves this thing more, the extra 1GW capacity commentary or the actual FY27 revenue guide

data center doubling to 70b by 2027 in two years is a big ask, curious if anyone's done the math on what that actually requires in terms of wafer allocation

deutsche bank naming lumentum and coherent as top picks this early in the cycle, anyone actually trade off these sector calls or just noise until the next earnings print

new CEO starting Sept 8 walking into this mess is either the best or worst possible timing depending how you look at it

18% bump to the data center revenue estimate is a bigger number than the stock move suggests tbh

honestly forgot SNOW was still down bad from its highs until this pop. +16% today barely gets it back to where it was a few months ago

14A hitting best defect density since 2012 is a real technical claim, not just PR language, worth remembering that data point even if the stock doesn't react to it today

not gonna lie the FCF-turning-negative headlines going around today make me care more about that than the model. +2% on a good news day doesn't offset what happens if capex keeps eating cash flow into next year

wonder if this draws more antitrust attention given how much of the AI stack they already touch, watching that angle more than the deal itself

266% YTD before today and still ripping. not chasing this one, just watching from the sidelines at this point

not my fight, just watching how loud this gets before MSCI actually rules on it

not touching INTC on a dilution headline, semis are red across the board today anyway

Watching AVGO tonight to see if this margin pattern is now just the AI hardware sector default or still stock specific.

2 days out. not trading the event itself, just watching for whether it's an actual public rollout or another employee-only soft launch dressed up as one

Not trading the handover itself, waiting for Sept 9 like everyone else. Today's just a symbolic date to me.

Small strangle into tomorrow's print, no strong directional view. IV is priced for a big move either way after how NVDA and MRVL both traded post-earnings.

Small calls into Sept 9, mostly just to have skin in the game for the keynote. Not sizing up until we see actual foldable specs, not renders.

Bought a few cheap calls into Sept 3, small size. If the demo flops the whole AI/robotaxi premium in this stock takes a hit, not just Cybercab.

Sold my META calls into the trial headline drop, wasn't worth holding through 6 more weeks of this. Might rebuy closer to when Zuck actually testifies.

INTC barely moved on the Hot Chips news honestly. Small calls, not betting big until there's an actual customer announcement, not just "evaluating."

SNDK bounced back above 1500 in early trade after Monday's drop. Small position, small win, not reading too much into one session. Waiting for Thursday volume to tell the real story.

WSJ: off-balance-sheet commitments across nine big tech filings

> Total: roughly $3.0T, mostly AI related, sourced from filing footnotes

> Composition: $1.2T uncommenced leases + $1.9T purchase commitments (chips, equipment, energy, services)

> $Meta Platforms(META.US) : $347B future lease commitments

> $Alphabet(GOOGL.US) : $811B purchase and contractual obligations

> $Oracle(ORCL.US) : off-balance-sheet lease commitments up about 30x in four years

Note: the $1.2T uncommenced lease figure is roughly 4x the prior year disclosure. None of it is undisclosed. It sits in the footnotes.

meta +6% monday, best of the big caps that session, and its actual print was a miss. 6.18 eps against 7.14 expected, capex guided to 135-145b, free cash flow down to 784m from 8.55b a year ago. it is up because morgan stanley told everyone not to worry about capex. that is a narrative bid, not an earnings bid.

vera rubin in full production and coreweave showing 10x tokens per watt vs blackwell is a bigger deal than people realise. the efficiency jump is what keeps hyperscaler capex flowing to nvda. next stop is the aug earnings, holding through it