Brian Earl Spilner said:
Sure seems like it wants to go up.
The left cannot kill the Spirit of Charlie Kirk.
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Last: 12 hrs ago by Heineken-Ashi
Sure seems like it wants to go up.
Ripping into NVDA print this afternoon. Let's see if they beat and guide up and set the local bottom
Charismatic Megafauna
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AG
Just bought back my powl CCs and doubled my position, Vst and crwd bumping up against resistance. Not sure how I feel about those. NVDA fireworks could send both flying, otoh selling ccs always pays
Ag CPA said:
Although Cramer has soured on the AI trade the past couple of weeks and he was one of the biggest pumpers the past few years.
100%. I heard him go in depth yesterday about the suspect financing behind openAI & oracle
TAMU ‘98 Ole Miss ‘21
They are sure marching POWL down. The conference call is at 10 for those interested.
Charismatic Megafauna
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I grabbed a lotto 320c for 3.5
Don't remember where SGML came from on the thread, but it's been a rocket lately
ProgN said:
NVDA reports ER tomorrow AH. If they give the slightest hint of caution then the selloff is just beginning, if they don't then the bottom might be in for this pullback.
Good analysis Brother Prog
really praying that NVIDIA blows the doors off earnings in a few hours!!
need Jensen to come through for the entire AI market at this point.
else we are looking at a large selloff
Damn, it looks like it is giving it all back little by little. See if we can get a midday surge
.
Chef Elko said:
They are sure marching POWL down. The conference call is at 10 for those interested.
Nothing surprising. Maybe just lower growth rates than hoped.
MSTR new 52wl.
The left cannot kill the Spirit of Charlie Kirk.
techno-ag said:
MSTR new 52wl.
That stock alone is going to make me impotent.
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Charismatic Megafauna said:
I grabbed a lotto 320c for 3.5
Aaaaand a 310 for 3
flashplayer said:Touchless said:flashplayer said:Heineken-Ashi said:Brian Earl Spilner said:
Retail buyers:
I'm preparing multiple put plays and they are helping juice the returns and lower entry cost. Love it.
You already in them or just planning?
Are you interested in entering some yourself?
Not quite yet but I didn't know if Heine meant he was already building positions or just strategerizing about building some. Which is why I asked for clarification. That's all.
I am content to stand pat into early December before I have conviction in much of anything one way or another. Just about every chart I was tracking looks like a mess right now and not much discernible pattern on where things may be headed. Panic selling may creep in but we could just as easily rocket past 7000 on the S&P.
Got it. Just caught me off guard that you'd be interested in buying puts. You know, since all the cool guys are 100% cash now and markets only go up.
Charismatic Megafauna said:Charismatic Megafauna said:
I grabbed a lotto 320c for 3.5
Aaaaand a 310 for 3
Not saying this is what you're doing, but don't try and catch a falling knife. Especially if it's supposed to be a lotto.
El_duderino said:
Fantastic earnings from what I see. They're up to $50 net cash per share as well
They didn't split their stock
Tiny float sucks
Current quarter they're in is their weakest.
I previously said that I'd buy it back at $250, but if NVDA whiffs and macros crater, then I think it see's $200 or less.
Definitely loading the boat if below $200
If NVDA can't recover today's highs, I see $165-$169 earnings reaction. If it holds there, can recover tomorrow or Friday to $180. But gravity should pull it down to $160 over the next week or so. Might or might not be a bullish buy area there, but at least an area for a bounce.
I would not be trading NVDA earnings. Premiums are always elevated. Sell premium if you must.
I would not be trading NVDA earnings. Premiums are always elevated. Sell premium if you must.
ProgN said:El_duderino said:
Fantastic earnings from what I see. They're up to $50 net cash per share as well
They didn't split their stock
Tiny float sucks
Current quarter they're in is their weakest.
I previously said that I'd buy it back at $250, but if NVDA whiffs and macros crater, then I think it see's $200 or less.
I just don't get the volatility on this stock though. If NVDA whiffs this quarter I think it has zero impact on their revenue in the next FY.
I sold chunks at 360 and 410. I am buying back in here pretty big under $300. IMO POWL has the best risk/reward out there with a MUCH higher floor. Steady revenue, no debt, plenty of cash. Their biggest risk IMO is not growing fast enough and maybe slow down in projected growth 3 years down the road. A lot of the other AI stocks have a real risk to end up at $0 and that is just not the case for POWL.
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Their scada software company purchase is huge too, great integration opportunity and scada is a cash cow
harge57 said:ProgN said:El_duderino said:
Fantastic earnings from what I see. They're up to $50 net cash per share as well
They didn't split their stock
Tiny float sucks
Current quarter they're in is their weakest.
I previously said that I'd buy it back at $250, but if NVDA whiffs and macros crater, then I think it see's $200 or less.
I just don't get the volatility on this stock though. If NVDA whiffs this quarter I think it has zero impact on their revenue in the next FY.
I sold chunks at 360 and 410. I am buying back in here pretty big. IMO POWL has the best risk/reward out there with a MUCH higher floor. Steady revenue, no debt, plenty of cash. Their biggest risk IMO is not growing fast enough and maybe slow down in projected growth 3 years down the road. A lot of the other AI stocks have a real risk to end up at $0 and that is just not the case for POWL.
Their volatility is 100% due to their tiny 12M share float. You won't get hurt at these prices but swings will continue to be huge until they increase their float.
ProgN said:harge57 said:ProgN said:El_duderino said:
Fantastic earnings from what I see. They're up to $50 net cash per share as well
They didn't split their stock
Tiny float sucks
Current quarter they're in is their weakest.
I previously said that I'd buy it back at $250, but if NVDA whiffs and macros crater, then I think it see's $200 or less.
I just don't get the volatility on this stock though. If NVDA whiffs this quarter I think it has zero impact on their revenue in the next FY.
I sold chunks at 360 and 410. I am buying back in here pretty big. IMO POWL has the best risk/reward out there with a MUCH higher floor. Steady revenue, no debt, plenty of cash. Their biggest risk IMO is not growing fast enough and maybe slow down in projected growth 3 years down the road. A lot of the other AI stocks have a real risk to end up at $0 and that is just not the case for POWL.
Their volatility is 100% due to their tiny 12M share float. You won't get hurt at these prices but swings will continue to be huge until they increase their float.
Prog- I think you let POWL get complacent. I bet it's been a while since you sent them a scathing email about their float and stock split opportunity. I personally blame you for letting off the gas, now were back under $300.
$XYZ halted with updated guidance. Look for upgrades tomorrow. Weekly $65 is the play. RISK IS PREMIUM PAID.
If this post is on the B&I forum, lighten up it's just money!
Disclaimer: I'm not that smart.
Disclaimer: I'm not that smart.
Their management are best in class at operations, but they're the Costco greeter in the movie 'Idiocracy' at running a publicly traded company. I sold most of my POWL way higher and offset that gain by selling SMCI at a loss. SMCI was a lot higher then compared to now, so it worked out. I posted that trade in real time weeks ago.
POWL is a great company with a bright future and will succeed regardless of the ignorant dip****s on the BOD. That said, I'm no longer married to them and will only swing trade them until they pull their heads out of their asses.
I'm not buying them on this dip because if NVDA farts in the wrong direction when they report, everything is getting crushed.
POWL is a great company with a bright future and will succeed regardless of the ignorant dip****s on the BOD. That said, I'm no longer married to them and will only swing trade them until they pull their heads out of their asses.
I'm not buying them on this dip because if NVDA farts in the wrong direction when they report, everything is getting crushed.
Fireworks time.
PDEMDHC said:
I think he was expressing hope that After Hours would see more green.
The left cannot kill the Spirit of Charlie Kirk.
Is fireworks earnings release or guidance release or both?
techno-ag said:PDEMDHC said:
I think he was expressing hope that After Hours would see more green.
Mine was about NVDA earning... which here we go up up up (for the moment)
GREEN LFG
$NVDA
— amit (@amitisinvesting) November 19, 2025
NVIDIA Q3 2025 EARNINGS:
- $57B Revenues, +62% YoY
- $1.30 EPS, +60% YoY
- $51.2B Data Center Revenue, +66% YoY
- Q4 Revenue Guide: $63.7B–$66.3B, vs. $61.98B est.
- 73.4% Gross Margins
Jensen Huang:
“Blackwell sales are off the charts, and cloud GPUs are sold out.… pic.twitter.com/85M3Bmb4im
Thank you NVDA for saving the entire world
Chef Elko said:
Thank you NVDA for saving the entire world
Is the great crash of 4% over?
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