@逆天邪神云澈:$Lululemon Athletica(LULU)$ Another early assignment of LULU. Tonight can sell call to earn some premium while waiting for the price to recover.

@Tiger V:$AAPL VERTICAL 261016 PUT 315.0/PUT 312.5$ 1️⃣ Why am I making this trade now? AAPL is up 22.45% over the past 12 months and sits at the 87.8th percentile of its 52-week range, but the short-term trend has flattened — the stock is down 1.63% over 5 days and essentially unchanged over the past month (−0.04%).  2️⃣ What’s my plan from here? The medium-term structure remains constructive (price above its 20/30-day moving averages), while short-term oscillators have rolled over. A pause within an uptrend, not a trend reversal — but the stock is no longer cheap on momentum grounds.

@koolgal:🌟🌟🌟When a chip supplier like $Broadcom(AVGO)$ stops acting like a vendor & starts acting like a bank, the rules of reality break down.  By assembling billions to fund Anthropic's TPU leases, Broadcom isn't just capturing demand.  It is manufacturing in a closed loop system. The big question is if AI demand was naturally generating enough cash flow right now, AI labs would not require vendors to underwrite their balance sheet. My answer is 4:  The key is not funding but how much money Anthropic can make. It is important for Anthropic to translate this   closed loop financing into profitability.  In other words, show me the money, otherwise the entire foundation may buckle.

@koolgal:🌟🌟🌟When a chip supplier like $Broadcom(AVGO)$ stops acting like a vendor & starts acting like a bank, the rules of reality break down.  By assembling billions to fund Anthropic's TPU leases, Broadcom isn't just capturing demand.  It is manufacturing in a closed loop system. The big question is if AI demand was naturally generating enough cash flow right now, AI labs would not require vendors to underwrite their balance sheet. My answer is 4:  The key is not funding but how much money Anthropic can make. It is important for Anthropic to translate this   closed loop financing into profitability.  In other words, show me the money, otherwise the entire foundation may buckle.