90% of the major semiconductor names are down right now in the after hours. Except for the crown jewel of the US. Miss or Beat is irrelevant. All that matters now is how essential they are for the future of AI chips manufactured domestically. Lastly guidance could change but it shows and upward trend after this eps report. The only thing that might cut our legs out from under us is poor GDP + PCE data prints. My short term hedge = 5x NVDA puts + 10x INTC calls. You do you, but this smells like massive opportunity imo.
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- DdAlpha1·04-25What does 5x puts mean exactly? Newbie here want to learn the terms if youd obligeLikeReport