Arydhingra OP : any one?

10baggerbamm : if Nvidia drops the ball you'll be seeing it 23 and a half maybe even lower, don't wish for something you don't want

Arydhingra OP : I was curious because AMD and Tmsc drop but this etf is not effected? why

买跌不追涨 : Not very likely.

74364116 : $23 is not even enough to fully stock up.

104461637 74364116 : Why cant I short sell SOXL

ひな☆彡 SOXL ♡ 104461637 : you can buy soxs

10baggerbamm : Blackwell shipments are going to make them Miss delivery numbers. does not matter if they were able to offset five or six billion of revenues that did not come in from Blackwell with a lower end GPU like the n100. and this is because unless every aspect of their quarter exceeds estimates the stock will Gap lower which means they need to beat the whisper number on revenue they need to be the whisper number on earnings they need to exceed the forward guidance expectations which means not only a raise but higher than what's expected.
their profit margins have to be at or above with Stacy Raskin scrutinize Jensen on last call. and the reality is since Blackwell is now getting pushed off and you will see this to be a second and third quarter story before they were at full maximum production this fucks up the entire calendar year because second quarter of this year ultra Blackwell was going to be in production and that was going to continue on for about 6 months before Ruben is produced so all this does is it pushes Nvidia further behind schedule Blackwell should have been in production the third quarter last year and delivery in the third quarter it was not it was kicked off the 4th quarter it was supposed to generate 9 billion that's what we're going to find out it's not going to be anywhere close than that which makes it a first quarter story and now the question is what's the reality about Microsoft is the Cowan report correct that they're reducing their Data center rentals or is Microsoft correct that they don't understand their business that they're full steam ahead on building data centers they're not contracting or compressing anything they're still growing. no one's going to believe what Microsoft has to say they're going to wait till the next quarter to see if they did have any lease cancellations like Cowan wrote about. which means Nvidia stock is dead this quarter it's dead again so since July of last year the stocks done shit we're going to be coming up on a full year of dead money with Nvidia.. long-term sure they're going to grow revenues every company does doesn't mean the stocks are going to trade at a 45° line gapping higher any longer Nvidia at this point is a mature growth Company.. the rule large numbers applies to them they can't constantly double once they reach this size of a business so they're supposed to have a 70% revenue this quarter and it's supposed to decline to about 50% throughout the year for growth.. now you have a lot of animals coming out and saying supplies going to catch up with demand by the second half which means nvidia's margins will come down which means the stock price will come down so this is just a total waste at this point in time it's a complete train wreck owning Nvidia

KingKosumi : im shorting china hopefully it would continue its momentum

ひな☆彡 SOXL ♡ OP KingKosumi : all the best

SaintzBack : You fighting a good fight!

ASteffie : don't guess the bottom is running through my head

10baggerbamm OP ASteffie : yeah leverage ETFs are brutal on the way down

10baggerbamm : I was looking at selling some puts..
for this Friday

ひな☆彡 SOXL ♡ OP 10baggerbamm : I am gonna sell the same put maybe later hahaha

10baggerbamm ひな☆彡 SOXL ♡ OP : to get down to 23 and a half I think it would take an Nvidia Miss.. and even if it were to dip to say 23 all of these companies are real companies that are in this ETF they're cash generating machines and they will have another cycle they will go back to 29 $30.31 again within the next quarter I have no doubt about it you just can't over leverage you can't buy too much where you hit that threshold to pain if the Market has another leg down and it sells off to 22 and a half dollars let's say and you sell only to see in the coming days that it trades up

ひな☆彡 SOXL ♡ OP 10baggerbamm : we will see… I am just trying to get extra cash… I can see it drops down around 25-26 objectivity and that's where I can get some small cash… which is better than nothing

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