Skip to content
Archive

Post

Back to @ThinkingUSD

F ThinkingUSD
Flood
@ThinkingUSD

Equities will all come down to NVDA earnings this week Exciting!

· 30K Views

8 Reposts 1 Quotes 533 Likes 14 Bookmarks
replies reposts likes
22 replies collected of 28 X reports
M stellagirlss
Miya @stellagirlss ·
A elboulevardero
April Hoggard @elboulevardero ·

@ThinkingUSD I used to think good trading content was about finding the right call. Now I’m realizing the people who make you ask better questions are probably the ones worth listening to. @_NatashaThomas gets thats

S Not_A_De_Gen
Sarcastinator.hl @Not_A_De_Gen · D

@ThinkingUSD but we down, when we see $500?

2 2
L 0xLouz
Lou @0xLouz · 25K D

@ThinkingUSD Vol is the trade

2 1
F Friedrich__Wil
F.W. NiChe @Friedrich__Wil · D

@ThinkingUSD we will see

2 1
I SlyDefi
illuminatiKarate @SlyDefi · D

@ThinkingUSD What made you short NVDA?

3 4
A aLottaBrakes
aLottaBrakes @aLottaBrakes · D

@ThinkingUSD need that sopranos jeo boden 1 nvda share meme here

2 1
Y yasu0x1
Yasu0x.hl🫀 @yasu0x1 · D

@ThinkingUSD All roads lead to Jensen

2 1
M MelioHL
Melio @MelioHL · 13K D

@ThinkingUSD One earnings print deciding the whole tape feels fragile

S itsmebutterz
samwise @itsmebutterz · D
1
F freya_xbt
Freya @freya_xbt · D

@ThinkingUSD nvda print is the whole equity week

1
𝔪 internetmick
𝔪𝔦𝔠қ @internetmick ·

@ThinkingUSD all tuned in to vol on aerodrome

2 2
0 0x_shem
0xShem @0x_shem ·

@ThinkingUSD Both sides might get slaughtered.

1
W ExuberanceW
Washed Exuberance @ExuberanceW · C

@ThinkingUSD Flood, customers are slamming the tape long puts and short calls. Easy fade on them. Higher

2 2
S tokenized_stock
sif (tokenized stocks era) @tokenized_stock · D

@ThinkingUSD "NVDA" is what's left of "NVIDIA" after we turn away our "I"s...

1
B BastionIV
Bastion Memos @BastionIV · C

@ThinkingUSD The base it reports against, as filed. Nvidia's April quarter: revenue $81.6b, and the Hyperscale line alone was $37.9b of that - 46.4%, up 115% from a year ago. Nearly half the top line sits in one category. x.com/BastionIV/status/2092010…

1
M MitchPederson
Mitch @MitchPederson · D

@ThinkingUSD Equities will all come down🤔

1
C ChadMichaelBury
Chad Michael Burry @ChadMichaelBury · A
威 William88Crypto
威廉1638 @William88Crypto · 10K D

@ThinkingUSD Really does feel like everything hinges on it this time

A AndyPippertond
Addi Lee @AndyPippertond ·

@ThinkingUSD Does any expect them to be bad? no. Does anyone expect them to be genuine? also no. Does it matter? No because trump wants to pump stocks

O OldmanBallsack4
Oldman Ballsacks @OldmanBallsack4 · D

@ThinkingUSD Clownities

1
S Sellanaseason
Sellana @Sellanaseason · D

3 replies whose parent comment X withheld

W ExuberanceW
Washed Exuberance @ExuberanceW · C

@veilGazer @ThinkingUSD Customers are putting on collars via longing local ITM puts and shorting dated calls. MM hedging dynamics should be quite supportive (dare I say squeeze) with even just an in-line print (does NVDIA ever miss?)

1 1
V veilGazer
veilGazer //𓆏August Sunshine𓆏// @veilGazer ·

@ExuberanceW @ThinkingUSD wait yeah i lost my head for a second collar = long put short call reverse collar = long call short put

1 1
W ExuberanceW
Washed Exuberance @ExuberanceW · C

@veilGazer @ThinkingUSD IMO this isn’t typically normal positioning for NVDIA earnings. It’s usually dominated by long calls from customers (retails, funds etc). So you have MMs long stock into the event with an unwind after vol compression. Might look a lot different this time around

1 2

These were collected in full; the comment they answer was not returned by X.