I’ve got put spreads on COIN. I’m watching QS, will go long or short depending on price action.
What are your plays?
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In January I like to put funds in gambling stocks ahead of February and the Super Bowl. (PENN, DKNG, etc.)
There’s a 50 week lead time on Mellanox 200 and 400 Gb switches. If you’re not buying stock in all the hardware companies underpinning the cloud and AI you’re a fool.
Would love to look into this. Do you have any tickers to suggest?
Smci, pstg, nvda (obviously), dell, hpe, netapp, comm, amd, micron
Thank you.
i’ll put some spreads on my toast, go short on jerking off and then long on going to work
