10,000,000 Pages Hangout Thread

How are you?

Great	28.3%	[ 236 ]
Good	18.5%	[ 154 ]
Okay	26.6%	[ 222 ]
Poll	26.6%	[ 222 ]
Total Votes:			[ 834 ]

[L3G1T]

yum_coffee

[L3G1T]

yum_coffee

[L3G1T]

yum_coffee

[L3G1T]

yum_coffee

[L3G1T]

yum_coffee

[Everlongprince]

b

[Gamma Risk]

Greeks idea: Long dated BPS, wide spread, 1 contract, accept assignment, like a long call except positive theta.


Ideas for Monday:

Bullish: CAVA earnings, NVDA continuation 1080, NRG, GDDY (aug 1-2 earnings) enter 138 pullback

Volatility: Debit iron condor FSLR for PCE

Positions– : 

6/21: 480-500 META -5.03, >290 AXON 3.00, 170-175 AMD -2, 19-21 HIMS -.73, 29-31 SLV -.65, >43 NEM .72, >165 TXRH 1.25, >530 SPY -10.32 <540 2.03

50-49 FCX -.39

7/19: 55-60 FCX -1.54, 105-120 VRT -3.23, 1060-1200 NVDA -31.88

-Long term: >500 META 6/20/2025 -94.1

Events of the week 5/20: NVDA and PDD earnings, fedspeak, jobless claims, inflation expectations, durable goods


Long ideas (4/21):
-AVGO: The true picks and shovels for AI chip expansion. Required for the buildout for CSP chip competitors with NVDA. VMWare acquisition is extremely value accretive, creating a very lucrative software branch of the chip giant.
5/15: VRT- Core to data center power and cooling. Like a leveraged NVDA bet.
5/21: FCX- World’s largest gold miner, major molybdenum producer (many industrial uses including its prevalence in almost all sources of renewable energy, economic expansion and rate cut beneficiary), major copper producer

Current 2023 fed hawkishness that are voting members: Dovish-Goolsbee, Cook, Harker (neutral), Barr (neutral)
-Hawks-least to most hawkish : Jefferson, Williams, Powell, Loretta Mester, Logan, Waller, Bowman, Kashkari
—--------------------------------------
Notes:
-Jan and July OPEX historically negative while April is positive
-Quadruple witching: March, june, september, and december (index, index futures, stocks, stock futures)
-Strong sectors for bull butterflies: Travel, semiconductors, asset managers (ABNB, ASML, BAM). Open on March 4th or later.
-Bid/ask size: Large bid size= more demand/buying,  large ask size= more supply/selling
-cut losses and take profits without emotion. Only way to do that is appropriate position sizing!
-Keep in mind 0.66 a contract. Need at least 0.03 to break-even on a normal spread open and close (think 0.027 debited).

[Phantom-Erick]

🦉

[Phantom-Erick]

🦉

[Phantom-Erick]

🦉

[Phantom-Erick]

🦉

[DrefanKearse]

Bump

[Holo_The_Mythical_Wolf]

1. What's your username?

Holo_The_Mythical_Wolf

2. What time is it?

10:16

3. Did you answer these last time I had it?

Nope

4. Are you glad it's back?

No opinion on the matter

5. Will you finish it?

Probably not, I get sidetracked too easily

6. How long have you been on Gaia?

2010~2011

7. How long have you been in this thread?

This is my first post in this thread on this acc

8. In here do you play games?

On my other acc, I just answered the "quiz!

9. In here do you join contests?

No

10. Do/did you play Gaia's games like blackjack?

Sometimes

Help my dragons eggs to hatch:

[Holo_The_Mythical_Wolf]

11. Have you ever played Bootygrab?

No

12. Have you ever played Zomg?

Yes, I loved playing zOMG! it's a shame it can't be played easily anymore

13. Do you enter the Runway?

I've only entered once

14. Do you vote in the Runway?

Everyday

15. Have you played Gaia's games like Narwheel or Spinami?

I play the free spin on Spinami everyday

16. Have you Gaia Dumpster Dived?

Yes

17. Do you use the Avi Builder?

I do edit my avi's outfit often

18. Do you use platinum or gold?

Platinum

19. Do you still use 'gold' shops?

Sometimes

20. Next are all Favorite questions. Just bump for question 20.

gaia_sakura BUMP gaia_sakura

[EnkiCat]

gaia_gaiagold