Praveen G S

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Praveen G S

Praveen G S

@Siddavarapu

 , ☁️ and Tesla - AWS 5x Certified, @azure and @snowflakedb certified

Hilliard, OH Katılım Haziran 2009
89 Takip Edilen805 Takipçiler
Praveen G S
Praveen G S@Siddavarapu·
@aleabitoreddit I am a new subscriber, is there a place I can see what stocks or newly added
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Serenity
Serenity@aleabitoreddit·
I had a decent month. Everything from: $AAOI went up 100% to $SOI went up 153.9%. $SNDK +70% or $INTC + 97.7% or $MRVL +54% or $ARM +41.5% were underperformers for me personally. Curious how you all did?
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TBillions
TBillions@FLBillions·
At the airport
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TBillions@FLBillions·
Swings into today. Crush it with #AMD - I bought a bunch yesterday so I scaled out of them throughout the day. #MU opened up 30% and I sold 1/2. They expire 5/8 so there’s lots of time. #QQQ I bought after the bell today. It’s a small hedge. Swinging what’s left of these again
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Jason Luongo
Jason Luongo@JasonL_Capital·
You could buy 100 shares of $NOW right now for $9,077 Or you could buy the $90 call LEAP expiring June 2027 for $2,500 Same directional exposure. ~72% less capital. Over 416 days of runway. The trade: Strike: $90 Expiration: June 17, 2027 Premium: ~$25.00 per contract Breakeven: $115 If $NOW hits $120, this LEAP returns ~20% If $NOW hits $140, this LEAP returns ~100% If $NOW hits $160, this LEAP returns ~180% Buying 100 shares at $90.77 and watching it hit $160 is a ~76% return. The LEAP returns 180% on roughly a quarter of the capital. Why I like the setup: - Q1 2026 subscription revenue up 22% YoY to $3.67B - CEO projecting $1.5B in AI product sales for 2026 - 50% higher than prior forecasts - Now Assist customers spending $1M+ grew over 130% YoY - Becoming the AI operating layer for enterprise workflows - 5-for-1 split in December 2025 opened the stock to a wider retail audience - 416 days to expiration gives the AI monetization thesis time to compound The max you can lose on a LEAP is the entire premium you paid. In this case, that's $2,500 per contract. LEAPs are leveraged and can lose value quickly if the stock drops or stays flat. Only size this so you're comfortable losing all of it. Note: LEAPs are one tool inside a broader portfolio. Owning shares is always the primary use of capital. This is a selective add-on for high-conviction moments when conditions align. NFA DYOR
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Vincent Desiano
Vincent Desiano@Desi_Trade·
Small red today - hell of a job fighting back on some swings that took a hit. Selling $NVDA from .29 at 1.00 - pretty awesome trade. Holding some overnight. Wish it was green but I'm happy with the overall day! Battle vs. The War!
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Josh
Josh@JoshTradeOption·
Come sell options with me this week! Last week profit was $4,911.54 Every trade alerted with the link below. Try for two week, just $2.00. whop.com/checkout/plan_…
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Serenity
Serenity@aleabitoreddit·
All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC. Markets don't understand what's coming. From speculative mapping: > $SIVE -> $POET -> $MRVL -> 1. $AMZN (purchase agreement/warrants with photonic fabric from celestial) 2. $MSFT (maia) 3. $GOOGL (recent development talks with Marvell) $SIVE powers Poet Starlight/optical interposers, and Poet's CFO confirmed they're supplying to Marvell few days ago. > $SIVE -> $POET -> "NDAs other hyperscaler suppliers" 1. Western Hyperscalers > $SIVE -> $JBL (1.6T LRO)-> 1. $META (Jabil $INTC SiPH inheritance, maps to Meta LRO program) 2. $NVDA (NVIDIA possibly OEMs optical transceivers) -> $MSFT | AWS | hyperscalers $SIVE is the confirmed laser source for $JBL 1.6T optical transceivers. > $SIVE -> Ayar ($500m fundraiser last month for volume ramp) -> 1. Alchip (Joint CPO) 2. Intel 3. GUC/Wiwynn -> $AMZN (Alchip) -> $AMD (CPO from $GFS partnership) possible. $SIVE is known laser supplier to Ayar, and Ayar removed $MTSI / $LITE from their website recently. Only showing $GFS + $SIVE, likely showing Sivers was primary laser supplier. As $GFS x $AMD partnered up recently, that makes Siver a possible core laser supplier for $AMD's CPO program if they go with Ayar. > $SIVE -> Enablence -> O-Net (massive Asian OEM)-> Asian Hyperscalers 1. $AVGO ELS (possible) 2. $META and $GOOGL ELS 3. ByteDance (possible) -> ELS 4. Tencent (possible) -> ELS 5. Alibaba (possible) -> ELS $SIVE ELS partnership with O-Net/Enablence around OFC. Sivers lasers is mass produced by foundries like Win Semi... and they're validated in $GFS CPO supply chains too from their recent image presentations. It's not about what Sivers is forecasting today from qualification revenue that everyone models off of. Alpha comes from future revenue proportional to demand from every Western/Asian hyperscaler for CPO/1.6T in 2027, 2028, 2029, and onward. $SIVE looks like one of the most unknown photonic stocks on the market that's yet to come.
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TBillions
TBillions@FLBillions·
@burrytracker He just bought a bunch of stuff with no stop loss then did meth, had the ugliest girlfriend on the planet and played video games in the Bahamas.
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Michael Burry Stock Tracker ♟
Michael Burry Stock Tracker ♟@burrytracker·
If Sam Bankman-Fried did nothing illegal, he might have been the best VC in history What SBF bought vs. what it's worth today: • Cursor: ~$200K → ~$3B (+1,499,900%) • Anthropic: ~$499M → $82.3B (+16,400%) • SpaceX: ~$200M → ~$15B (+7,400%) • Solana: ~$189M → $5.1B (+2,600%) • Robinhood: $612.5M → $4.9B (+700%) • Genesis Digital: $1.17B → $3.5B (+200%) Had he done nothing wrong, he'd have an estimated worth of $114,000,000,000 today Instead he's tweeting from Federal Correctional Institution
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Vincent Desiano
Vincent Desiano@Desi_Trade·
$MSFT $CRCL swing trades pay the bills today
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Cody Huelster
Cody Huelster@0ptionsTrader·
@smarter411 Tried to grab it, but it doubled when I was entering order. missed it by 2 mins
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Josh
Josh@JoshTradeOption·
I bought 100 shares of $ORCL today, after it signaled buy. Cost $182.23 I then sold covered calls, May 1 2026 $200 strike. I was paid $180.00 in premium - for my troubles. My best case? ORCL closes 5/1 at $199, I turn around and write more calls Monday 5/4. Rinse. Repeat.
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vision
vision@visionstonks·
+$62,000 in one day +$910,000 MTD Trades we took: $SPY 708P +1,000% $AAPL 265P +300% $SPY 712C +30% Total Return: +1,330% 100% win rate Everything was sent in advance with reason.
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