$NVIDIA (NVDA.US)$  you're running out of time to hedge your...

$NVIDIA (NVDA.US)$  you're running out of time to hedge your position and buy a put or buy a put out right if you believe they're going to guide lower in Q4.  the 20-day moving average is at $113 if Blackwell is delayed it will in my opinion make a material difference in Q4 and q1 earnings. Q4 because it's supposed to ship in the latter half of Q4 so that takes away all of that revenue it takes away all of that earnings which means the guidance must be lower. it would cover potentially if it is a 3-month delay two of the three months in q1 which means that has to get revised down lower too. I understand all arguments they've got other chips that they can sell but it's my opinion that if you are a data center you're one of these enormous mag-6, Hyperscalers, other companies spending billions of dollars and you have capital expenditure allotted for Blackwell you are not going to switch and buy something else even if Jensen says hey I'm going to cut my prices 20% you're not going to do it because the next generation chip the Blackwell is what Jensen said will be the greatest innovation they've ever had the so far the greatest revenue driving force. so a 113 Is a shoe in because it will go right through 113 it'll probably go closer to par 100 . if Nvidia gets smoked you are going to see a slew of buyers come in number one but there's going to be a herd mentality in Wall Street that says you dropped the ball it's delayed I'm going to wait and see to make sure you don't drop it again I'm going to wait till there's confirmation of deliveries with no problems. so if Nvidia gets smoked my plan is I'm selling naked puts on The leverage ETF that's just out of the money from the opening print. and I'm going to buy the leverage ETF outright NVDU. TYPICALLY WHAT WE HAVE SEEN ON ANY STOCK THAT HAS GUIDED LOWER WITHIN THE FIRST 2 MINUTES THAT'S THE LOW OF THE DAY AND IT TRADES UP. I STRONGLY SUGGEST YOU PUT A GAME PLAN IN PLACE AHEAD OF TIME BECAUSE I CAN GUARANTEE YOU ONE THING NVDIA WILL NOT BE 127 AT 4:30 IN THE AFTERNOON ON THE 28TH. IT WILL HAVE A 139/140 OR... the elevator is going straight down I think it's going to be close to par 100.