greeeedy options

sandisk just keeps printing new highs and morgan stanley raised the target again. the memory trade is the only trade right now and sndk is the cleanest momentum name in it 🔥

everyone chasing the memory names that just dropped 6 to 10% and ignoring WDC which actually went up. the contrarian play was sitting right here the whole time

SOXL down hard, that is just what 3x does when chips drop 7%. leverage is a wonderful friend until the exact day it isnt 🎢

Marvell down 10% in a single day is brutal, but that is what a crowded trade unwinding looks like. not catching this midair, waiting for a base 🔪

$Applied Optoelectronics(AAOI.US) ripped 10% on raised guidance to 1.1 billion, 800G and 1.6T demand is exploding. optical is the next AI leg 🔥

light is the new bottleneck in AI data centers and Marvell plus Nokia are the cleanest ways to play it. NOK targets keep rising on the same theme. riding it 🔥

$Marvell Tech(MRVL.US) ripped +7.54% today, the Jensen next trillion dollar shoutout plus real AI products shipping is a powerful combo. custom silicon is where the next leg lives 💪

first bond sale in five years and the order book blew past 85 billion. the credit market is basically begging to lend to the AI king 🔥

every dip in this name for two years has been a buy. i stopped trying to be clever, just accumulate and wait 💎

Jensen literally called $Marvell Tech(MRVL.US) the next trillion dollar company and the stock is at 279. when the king of AI silicon vouches for your custom chips that is the strongest endorsement in the industry 🚀

Jensen calling Marvell the next trillion dollar company is basically him blessing the whole custom silicon trade. bullish read for the entire Nvidia ecosystem 🔥

Broadcom held its ground through the chip chop. custom silicon plus the AI financing angle, still a quiet compounder 💪

70B capex guide plus negative free cash flow plus a 40B raise. great quarter, scary balance sheet. I get the selloff 😬

There is a question making the rounds on the board that deserves a real answer, not a meme: if every hyperscaler is spending 50 to 70 billion dollars a year on AI infrastructure, who actually makes mo...

everyone screaming buy the dip but if these CPO delays are real the optics capex story slips a quarter or two. not catching this knife yet 🔪

ORCL reports tonight after close. with that 553B backlog from last quarter, all eyes on whether OCI cloud growth accelerated 👀

NVDA -1.16% vs sector -5 to -10%. relative strength + it actively defended the CPO story today. that's a stock under accumulation not distribution 📊

Nokia just chilling at a 17-year high while nobody talks about it. AI/datacenter networking orders adding up 👀

Marvell guiding data center to keep ripping and the Street finally catching up on targets. been patient, feels good

Marvell into the S&P 500 on the 22nd. index funds gonna have to buy whether they like it or not 🌊

semis are ripping again and SOXL is 3x leverage so this thing moves like a rocket on AVGO and chip strength. fun on the way up, just remember leverage cuts both ways on the way down 🎢

SIA Eng plus Safran building an engine shop here in Singapore 💪 aviation MRO demand is structural with all the new planes coming, adding this boring compounder while everyone chases AI

a company growing AI revenue triple digits drops 15% and people call it a disaster. I call it a sale. been waiting for an entry on AVGO for months, starting to nibble here and adding if it keeps bleeding 🪤

calling it, AVGO claws back most of this drop within the month once people actually reread the numbers. a $29.4B Q3 guide is a record, this selloff is positioning unwind not fundamentals 📸 timestamp this

S&P 500 at all-time high. My index position sitting there nicely. 8 sectors down?? Not my problem. SPY and chill 💤