Like the massive upswing we saw with AI this is also an overaction. The market overreacts all the time. Who would have thought that AI would need data centres to run and data centres cost money? Sure the hyperscalers will need to invest large amounts of Capex to build these out before they can fully monetise it. Oracle has many contracts sold and not enough cash runway to build it out and fulfill those contacts right now. They'll find a way to raise that capital though and in the end they'll do just fine. The major difference between this and the dotcom bubble is these companies have perfectly good business models and rising revenues qtr over qtr so really nothing to worry about. Sure they may get a bit over valued now and then due to hype and then correct a little which is what this is. I

Call options all the way baby. Good idea to keep 10% in cash if not using Puts for protection for some dip buying. Likely deploy that 10% this week. I'm already holding onto LEAPS call options in MSFT and PLTR and will need to play a waiting game with those. Considering adding an AMD, NVDA, AMZN or GOOG LEAPS whilst holding onto all my long term stocks as well.

Been on NVIDIA before the crypto boom and way before the AI boom. Only regret is I didn't buy more. Been buying more and selling calls against it as well. MSFT a great long term hold as well.

So I have 0.9 Disney shares but it won't let me redeem my latest points for another 0.2 shares ro make a full share. Anyone know the reason why?

#null# Hows everyone going on the Easter egg hunt?

#null# Pretty cool chance to win Disney shares. Anyone got one yet?

#null# cool null game this. Win free Disney shares 

Anyone got any full Disney shares yet? I got 0.5 on my first run but nothing decent in the eggs since.