Heisenberg

$NVDA up 8% in pre…. Wow

$NVDA There’s a notable gap fill potential at $225. Just sayin’..

$NVDA $221.36 highs overnight. Very nice.

The $SPX is just 1.1% away from ATH’s. The $VIX is on pace for the calmest August month in 8 years. Wen does the midterm election pullback usually start? Askin’ for a friend.

Kevin Warsh and Jackson Hole: due up next

What the Koreans will do as soon as the KOSPI opens: x.com/Mr_Derivatives/status/20…

$FSLR Has that look... x.com/Mr_Derivatives/status/20…

$IREN reports tomorrow. Implied move is a decent sized -/+ 11%. Name has reacted positively in 6 of the last 8 earning reports. And of those two reds, one was essentially flat ish, and the other was only down half the implied move. Good luck.

$NBIS $202 lows for the week to $231 highs just now after hrs off Jensen’s mention.

$NVDA Bro what?! Anybody have connects in the restaurant business? Lol x.com/Mr_Derivatives/status/20…

$MRVL going a bit after hrs off Nvidia. Earnings tomorrow.

Futes: x.com/Mr_Derivatives/status/20…

$NVDA is trading basically back to the same levels as 3 days ago. Fair. But being bullish does not always mean you have to play calls outright. Especially given most names don’t move over the implied most times. Love me commons. Love me CSP’s or PCS’s. Other ways to capture the small ish green move.

$NVDA 0-4 last 4 earnings stock reactions. And just 2-6 last 8 earnings stock reactions. I just have a gut feeling Daddy Jensen will make sure it’s green this time. Even if just +.01% lol.

$NVDA Thank you Jensen Huang.

Today I said $CRWV is 0 for their last 5 er reactions. And then finally got a nice green pop in after hrs. Next, I think $NVDA could do the same in a couple weeks. They are 0 for their last 4 er reactions. Overdue for a green pop?

$NVDA Boomies $220.80 highs in after hrs!!

$NVDA implied move was -/+ 6.1% or so. Currently -1.1%. Now we wait for the earnings call… Let’s see if Daddy Jensen can pump it.

$NVDA -1.5% initial reaction…

$CRM $CRWD $OKTA all going apeshit after hrs. No pressure $NVDA. Heh

$OKTA wow +14%. Damn everything going off today.

$CRWD +10% initial reaction. Niiice.

$CRM +8% initial reaction. Ok ok Salesforce you did good.

$NVDA goodluck er degens.

According to Michael Burry’s Substack today he bought $NVDA calls to hedge out his longer term $NVDA bearish position. So even he thinks 4 straight red ER reactions that we are due for a bounce, albeit temporarily. Fascinating. Not saying he is wrong, hell I probably would have done the same.