Good earnings, good guidance but stock will remain relatively flat as with most nvdia earnings. Post earnings however will see it soar till GTC day one. AI buildout essentials like hard disk and mem will be asked by analysts and hence I foresee positive catalysts for those stocks. Planning to halve my holdings on GTC -1.
@Barcode:$CrowdStrike Holdings, Inc.(CRWD)$$Cloudflare, Inc.(NET)$ $Zscaler Inc.(ZS)$ π¨ The First Real AI Threat to Cybersecurity Just Arrived And Markets Reacted Instantly ππ§ Cybersecurity stocks sold off sharply today. Anthropic launched a Claude feature that can autonomously scan codebases for vulnerabilities and recommend precise patches. This is not incremental innovation. It is a potential paradigm shift that puts traditional detection models under pressure. π Sector Shockwave β’ $CRWD CrowdStrike β7.8% (intraday low β8.1%) β’ $NET Cloudflare β7.3% (intraday low β8.2%) β’ $ZS Zscaler β5.0% β’ $SAIL SailPoint β9.4% β’ $OKTA Okta β9.2% β’ Global X Cybers
@AMDidass:$Advanced Micro Devices(AMD)$ it's time to wait for this perfect share to drop again and then just buy in straight without any thinking! $NVIDIA(NVDA)$ same way apply to this another perfect share! Gogogo!
@koolgal:πππA good options strategy if you want to own $Taiwan Semiconductor Manufacturing(TSM)$ shares but feel the current price is a bit too high is a cash secured put. How it works : You sell a put option at a price you would be happy to buy the stock at say $350. Why It is good for TSM now: You get paid a premium today . If TSM stays high , you keep the cash as pure profit. If TSM drops, you are forced to buy the shares but at a discounted price compared to today which is currently trading at USD 374.09. The risk is you must have the cash ready to buy 100 shares of TSM. If the stock drops, you maybe buying a falling knife. @Tiger_comments