greeeedy options

18% bump to the data center revenue estimate is a bigger number than the stock move suggests tbh

honestly forgot SNOW was still down bad from its highs until this pop. +16% today barely gets it back to where it was a few months ago

14A hitting best defect density since 2012 is a real technical claim, not just PR language, worth remembering that data point even if the stock doesn't react to it today

not gonna lie the FCF-turning-negative headlines going around today make me care more about that than the model. +2% on a good news day doesn't offset what happens if capex keeps eating cash flow into next year

wonder if this draws more antitrust attention given how much of the AI stack they already touch, watching that angle more than the deal itself

266% YTD before today and still ripping. not chasing this one, just watching from the sidelines at this point

not my fight, just watching how loud this gets before MSCI actually rules on it

not touching INTC on a dilution headline, semis are red across the board today anyway

Watching AVGO tonight to see if this margin pattern is now just the AI hardware sector default or still stock specific.

2 days out. not trading the event itself, just watching for whether it's an actual public rollout or another employee-only soft launch dressed up as one

Not trading the handover itself, waiting for Sept 9 like everyone else. Today's just a symbolic date to me.

Small strangle into tomorrow's print, no strong directional view. IV is priced for a big move either way after how NVDA and MRVL both traded post-earnings.

Small calls into Sept 9, mostly just to have skin in the game for the keynote. Not sizing up until we see actual foldable specs, not renders.

Bought a few cheap calls into Sept 3, small size. If the demo flops the whole AI/robotaxi premium in this stock takes a hit, not just Cybercab.

Sold my META calls into the trial headline drop, wasn't worth holding through 6 more weeks of this. Might rebuy closer to when Zuck actually testifies.

INTC barely moved on the Hot Chips news honestly. Small calls, not betting big until there's an actual customer announcement, not just "evaluating."

SNDK bounced back above 1500 in early trade after Monday's drop. Small position, small win, not reading too much into one session. Waiting for Thursday volume to tell the real story.

WSJ: off-balance-sheet commitments across nine big tech filings

> Total: roughly $3.0T, mostly AI related, sourced from filing footnotes

> Composition: $1.2T uncommenced leases + $1.9T purchase commitments (chips, equipment, energy, services)

> $Meta Platforms(META.US) : $347B future lease commitments

> $Alphabet(GOOGL.US) : $811B purchase and contractual obligations

> $Oracle(ORCL.US) : off-balance-sheet lease commitments up about 30x in four years

Note: the $1.2T uncommenced lease figure is roughly 4x the prior year disclosure. None of it is undisclosed. It sits in the footnotes.

meta +6% monday, best of the big caps that session, and its actual print was a miss. 6.18 eps against 7.14 expected, capex guided to 135-145b, free cash flow down to 784m from 8.55b a year ago. it is up because morgan stanley told everyone not to worry about capex. that is a narrative bid, not an earnings bid.

vera rubin in full production and coreweave showing 10x tokens per watt vs blackwell is a bigger deal than people realise. the efficiency jump is what keeps hyperscaler capex flowing to nvda. next stop is the aug earnings, holding through it

funny how $NVIDIA(NVDA.US) has the most posts in the whole community every single day but the price just chops sideways. everyone talking, nobody actually rotating out. me neither lol

$Sandisk(SNDK.US) down another 6% on the second day of the memory profit-taking. two weeks ago it had a $3,000 target and everyone was a genius, classic crowded-trade behaviour. i trimmed above 2000 and i'm not chasing it back down. NAND is still tight but the tape says take a breather. holding a smaller core, waiting for it to base.

$Sandisk(SNDK.US) +5.17% and it got a double upgrade, Bernstein reiterating 3,000 and Wedbush lifting to 2,000. NAND is as tight as DRAM and the whole memory complex just V-reversed. i trimmed too early above 2000 like an idiot but the core rode it back. cool CPI plus tight supply is the perfect setup. holding, adding on dips.

$Sandisk(SNDK.US) down another 8% dragged into the memory selloff with WDC and Seagate. two weeks ago this had a $3,000 target and everyone was a genius. now it's a knife. i trimmed above 2000 and i'm glad. the structural story is fine but the tape is not, and i don't fight a falling complex into a CPI print. cash is a position.