• ZnWC : Thanks for the event
  Alphabet:
  EPS consensus $2.12 per share, 29.27% year-over-year growth.
  Revenues consensus $81.38 billion, 12.52% year-ago quarter.
  Amazon:
  EPS consensus $1.52 per share year-over-year change of +50.5%.
  Revenues consensus $187.28 billion, up 10.2% from the year-ago quarter.
  Like Tesla and Microsoft, the price movement may not be consistent with the earnings. Despite the earnings of Alphabet and Amazon beat estimate, it may not be reflected on the share price.
  The determining factors are still macroeconomics and geopolitical in the short term. Trump's new policy on AI chip restriction and further tariff announcement on China may affect the tech stocks movement in the coming week.

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• Lnova :

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• Silverbat : Looking up!

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• 70580865 : Thanks for the quote, and nice article.
  Allow me to finish then quote and give some context: I said that if you like an asset, just buy it, don’t buy options. I heard Michael Saylor say it about his Apple investment in options, and I wholeheartedly agree.
  A bit more about LAES: The product is cyber for quantum computers. If you can find any competitors, let me know. LAES is piling us successes, deals, and hype. In a couple of weeks, they’ll ring the NASDAQ bell.
  The week was full of great news for LAES, on a daily basis. As a result, people bought the 3.5 calls which expire today like crazy. This, in turn, caused a market maker to interfere and push the stock price down, so that calls finish OTM. This also allowed for cheaper covering - CTB is almost 40% so they looked for a way out - but more shorts just substituted them. So effectively, the same situation as this week just rolls over to next week.
  So yes, there is an interesting opportunity here, but if you want to come in, choose stocks, not options; otherwise, you’ll probably lose both. I suggest the following rule of thumb: Options are for insiders or Nancy Pelosi.

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• Jaguar8 : Tariffs function as a tax on imports, effectively raising the price of foreign goods in the domestic market. Who ultimately bears the cost—producers or consumers—depends on the price elasticity of demand and supply. When demand for the imported good is inelastic, consumers absorb most of the cost through higher prices since their purchasing behavior remains relatively unchanged. On the other hand, if demand is elastic, foreign producers may have to lower their prices to stay competitive, cutting into their profit margins.
  Beyond direct price effects, tariffs create inefficiencies by distorting market equilibrium, leading to reduced consumer surplus and misallocation of resources. Over time, domestic firms, shielded from foreign competition, may also increase prices, contributing to inflationary pressures. While governments gain short-term revenue from tariffs, prolonged protectionism can trigger retaliatory trade measures, disrupt global supply chains, and ultimately slow economic growth.
  So the answer if tariffs will be a pain will depend on the good’s price elasticity of supply and demand.

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• Spectacular : sounds like you don't like Trump...
  are you a Biden fan boy?

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• 71744581 : You know anybody that trades the market doesn’t want stable markets right volatility makes money so first of all what you’re saying it’s not even advantageous to you. How do you make money without volatility? It’s like paying a bill or a credit card rather it’s gonna get tough before it gets better right it doesn’t get easy till you pay it off so you know you buckle down you start paying down the debt finding ways to cut to pay debt and you pay it off instead of ignoring it or making it worse. Maybe I’m wrong but it seems to make sense to me.

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• Jaguar8 : Market reactions to new technologies, like the DeepSeek news, often create short-term buzz and volatility, but this tends to stabilize as the initial excitement fades. Established companies like NVIDIA have a proven track record, resources, and infrastructure that are hard to replicate overnight, even with cheaper alternatives. While new innovations can spark interest, lasting success in the tech industry depends on the ability to scale, adapt, and maintain consistent performance. Investors usually return to companies with a strong foundation and long-term growth potential once the novelty wears off.

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• Kevin Travers OP Jaguar8 : well put! do you think the buzz is over? or expect there to be more news from deepseek and more market reaction?

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• Jaguar8 Kevin Travers OP : It’s too early to say the buzz around DeepSeek is over, as new players disrupting established industries often create waves beyond their initial announcement. If DeepSeek has truly developed a game-changing technology, we can expect follow-up news, partnerships, or demonstrations of its capabilities that could trigger further market reactions. That said, the sustainability of such disruptions depends on their ability to execute and prove scalability, which is where many innovations stumble.
  For now, it’s wise to watch for additional developments while keeping in mind that established leaders like NVIDIA have the resources and expertise to respond to potential competition effectively.

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• Jaguar8 Kevin Travers OP : Personally, I don’t trust it. My thought process is that it is a machine for CCP’a espionage.

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• ChrisBot Jaguar8 : same here. way too convenient.

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