sonnet 4.6 enjoyer

Literally me

@insane_analyst did you ever get back into $AAOI?

Made it back above previous YTD high. (ignore that benchmark is up 14.06% while I am up only 0.37% in same period 🤡)

今天发点干货，Grok 的真正用法，xai 算力滞销 10 分钟就做好了。

@cremieuxrecueil to store and render latex files?

Jensen: "What the fuck did you just fucking say about my ecosystem, you little bitch? I have 300 million confirmed GPUs, I'm trained in accelerated computing, and I will wipe you out with parallelized precision. You think you can get away with that loser premise? Think again, fucker. My secret network of TSMC plumbers is tracing your datacenter right now. You aren't talking to somebody that woke up a loser—we are not a car! You're fucking dead, kid. I can be in any cloud, anytime, and obsolete your silicon in over 700 ways with just my bare CUDA kernels. I will use my entire arsenal of HBM memory to wipe your miserable ASIC off the Earth. You should have held your fucking tongue. I will shit Blackwell all over you and you will drown in tokens. You're fucking dead, kiddo."

@MB_Hogan mind sharing your original strike and exps?

I rolled all my $NBIS CCs today to $240 in January and eliminated all margin and put a bit of cash in my pocket. Don’t know how long the run will last but wanted to take advantage of the lush premiums.

@babyfolio cpu plays like $INTC $AMD $ARM

I'm about to lose my $IREN shares. What should I do with the cash? P.S I made over loads on premiums so I don't mind losing the shares. You win some, you lose some.

This should get us to ATH

@MJSMN @pepemoonboy @Kashmonii92 yes, the buyer of your CCs can exercise them at any time but its rare

@pepemoonboy @Kashmonii92 You can be called early? I thought expiration date was fixed and could only be called on that date

I am transparent about my wins and losses… Which is why I wanted to share this covered call I rolled so you understand the risks that come with selling options. Additionally, I hope this helps you learn how to think about rolling specific positions and the benefits of this strategy. $NBIS ripped past my $130 strike (sitting around $140+). So I made a move: ➡️ Bought back my $130 calls (5/1) ➡️ Sold $200 calls (12/18) ⸻ 📊 The numbers: • Realized loss: -$13,587 • Premium collected on new calls: $2,323 • Contracts: 7 (700 shares) ⸻ 🧠 What this ACTUALLY means: Yes, I took a loss on paper… But this is NOT a directional loss. This is the cost of: 👉 Keeping my shares 👉 Reopening upside ⸻ Before the roll: • My shares were getting called away at $130 • Stock is already at $140+ • I was about to lose all future upside ⸻ After the roll: • New strike: $200 • Expiration: Dec 18 • I now have $60+ upside per share That’s: 👉 $42,000+ more upside unlocked (700 shares) ⸻ 💡 Why I did this: I’m still bullish on $NBIS Didn’t want to: ❌ Cap my gains at $130 ❌ Lose my core position So I: ✅ Paid to reposition ✅ Gave myself room to run ✅ Still collected premium ⸻ ⚠️ Important lesson: Rolling a covered call for a loss is NORMAL You’re not “losing money” You’re: 👉 Adjusting your position 👉 Paying for more upside 👉 Staying in the trade ⸻ 📈 New setup: •Max sell price: $200 •Time: 8+ months •Premium collected: $2.3K ⸻ Moral of the story: Covered calls are not “set and forget” You have to actively manage them when the stock moves IF you want to keep your shares. This looks like a big loss, but in my eyes it’s not. Reduces my tax burden and assures that my shares don’t get called away at $130. Hope this helps my friends!

@babyfolio thought of you as soon as i saw the news aha

Lucky entry in $CRDO I guess

@babyfolio no point in buying another neocloud when nbis is the superior one

Real talk guys - give me your for and against adding to my $IREN position at these levels. Try being objective 💪😎

@nheld @Sandeman52 i have 5/15 $120s and $140s as well 😿😿 waiting for more bearish news from the war

@Sandeman52 I have some 5/15 $130s…any suggestions? Haha

$NBIS omg are you really going to make me roll my covered calls? #fitstworldproblems

@WatersCap_ @longinvest32 why not exercise it?

@longinvest32 Only sold June 18th $65 call I’ve held since September 8th, day before $MSFT deal. Theta decay gonna eat my profit and with the geopolitical environment not worth it for me. Also using this profit to pay off my remaining student debt. Long shares till $1000 minimum

I wanna hear from th profit takers $nbis Now and at 200,250 500 1000 1500$ share price Long nebius

Leftists are so actively pro crime that they think shooting somebody who is stabbing random people is bad

@Sandeman52 happy bday! i appreciate your conviction even during the rough months

$NBIS new all time high on my birthday! Now it just needs to hold it. Let’s go!!!

@babyfolio im also waiting for my CCs to be assigned. gonna do a mix of option 1 and 2 but never $IREN 🤣

I have around 20% cash position now that my $NBIS CCs were assigned. And I'm thinking about a few options, let me know what you think or if you think you have a better idea please let me know (no cult hype please, serious talk) 1. Build a new position (have few in mind - $CRDO, $ALAB, $MU, yes, even possibly add to $IREN 😎 ) - note, I'll probably add max 2 and not have a personal ETF 2. Sell CSPs on $NBIS to get back in 3. Keep cash position for a while What are your thoughts?

@AdityaInvests90 @babyfolio not while its still coupled to the price of BTC

@babyfolio I like HOOD here

it’s hilarious how this isnt even in the top 100 most corrupt things trump has done just in his second term

@plantmath1 @jablamsky i thought the council news would be bullish for them…

@jablamsky Had a pretty high confidence that CRWD and PANW would be relatively safe on the Anthropic council compared to others. TBH probably wouldn’t be holding if I wasn’t in at $60..

$CRWD 450 to 365 in two days unreal capital flight. I was wrong to hold.

@blondesnmoney all the swes on my office floor can be replaced by a couple instances of claude code