Elevator-trader : i sold calls and opened puts at close

jesse graziano OP Elevator-trader : nice gl I'm holding long haven't started hedging yet. don't see this continuing without any factual news

不告诉你 : It is estimated that it has started to drop.

VietLe : Selling before earnings?

10baggerbamm OP VietLe : I was hoping that the rally was going to continue today that you know maybe we'll reach 145 147 this week but that's certainly not the case.
and I'm looking at micron knocking the cover off the ball I sold half my position today and I'll leverage ETF couldn't figure out why I was rallying then they come out and they made an announcement they got a new chip so that stocks up like 8% just the common stock and Nvidia didn't do shit at the end of the day..
I'm really concerned that they're going to be very very light and Blackwell so the question you have to ask yourself do you think the hedge funds are going to sympathize with a short revenue report from Nvidia regarding Blackwell everything else could have shipped and they're in 100s are trading and selling rather at a huge premium they're like 70% higher now they're able to sell them for then where they were prior to deep seek
so maybe the n100 that they're able to sell it a huge premium will help out their overall company margins
but is that enough to offset the sentiment the fact that Blackwell still has not shipped to the extent Jensen alluded to cuz he told everybody at CES it's in full production and it's shipping.
Amazon would disagree with that statement and now we'll find out with Dell and I'm inclined to believe the customers at this point rather than the CEO.
so I've got to look to see when Dell's coming out with earnings hopefully it's before Nvidia because that will give you a heads up and if Dell is before Nvidia and they say look we've got supply constraints inventory problems because we're not getting our Blackwell for the server so that's why we're light and our revenue and our guidance is going to reflect that I'm punching the fucking ticket on Nvidia right then and there I'm selling it I don't care where it is I'm dumping the whole lot it's gone
cuz I don't believe the hedge funds are going to giving video a pass for revenue shortfall on Blackwell in Q4 I think they'll crucify the fucking stock I think it could be down 20 and I think that's a conservative number because you will have a mass Exodus of institutions and individuals retail investors selling..
so I'm keeping my fingers crossed we get a rally the rest of the week it can be high 140s would be great I'm selling the whole fucking thing at that point I'm getting out if Dell is this week and they indicate any shortfall and their server business cuz they don't have Blackwell I'm selling at that point I'm not waiting cuz Nvidia will miss revenues..

Junius Falcon : I think this is factored in the guidance, because last ER or Jensen said it is in full production and peak capacity will be in Q2 2025 calendar. I don't see how shipment itself is a problem. Guidance for NVDA should be still accurate. However, for Dell could be different because they expect earlier reception. Despite all that, Dell stock went up

satosi_nakamoto : bad day fuker