Puts on NVDA & MSTR. As simple as that

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**My new favorite copypasta:** $NVDA has GPU monopoly . All these memory companies very low end business, no monopoly, all stocks in $DRAM $MU $SNDK $WDC $STX Samsung, SKHynix, many China companies doing memory, after ban MU. So all memory pump so far , good opportunity to book profit, before 50-70% crash.

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Yup, I have Puts 80$ on NVDA June 2027 https://preview.redd.it/5m3vdr8pwq8h1.jpeg?width=1032&format=pjpg&auto=webp&s=d29f808b3d823fcd12f7c4aca6cafcf1b218a5e9

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$NVDA has GPU monopoly . All these memory companies very low end business, no monopoly, all stocks in $DRAM $MU $SNDK $WDC $STX Samsung, SKHynix, many China companies doing memory, after ban MU. So all memory pump so far , good opportunity to book profit, before 50-70% crash.

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I sold all my remaining NVDA at breakeven and went in on DRM3 last Thursday. Up bigly now

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NVDA you piece of shit

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Was thinking about adding NVDA, thanks for the signal

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I hope when we all retire of AMD, MU, SNDK, NVDA (NOT MSFT LMAOOOO) we will run into each other and share a beer one day!

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I keep buying NVDA Puts. I’m stacking January 2027.

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I wonder if I could lend your ear on this - people keep comparing the AI hype to the dotcom bubble. But I've always felt they were very different - the dotcom bubble were a lot of startups, whereas the AI hype is being driven by companies that have been around for a long time, hell, a lot of them are actually dotcom bubble survivors like Microsoft, NVDA and Amazon. The internet did become what people expected, and more, but they were too impatient and expected massive earnings too soon. That is happening right now as well. Like the dotcom bubble, what is first needed is infrastructure. It wasn't around then, and it's not around now. We're working on it. When we've laid the pipe, that's when the world will really start going through another technological revolution. Wether that will be for the best, that I don't know. A lot of jobs are going to disappear all over the world, not just in the west. Like a lot of western european corporations have been taking their financial administration to eastern europe or even India. But the work these people do, will be easily replaced by AI, and only a handful of people will be needed. More to double check than actually put in work. What you need 100 people for now, you'll be able to do with 10 or 20 in say about, 10 years time?

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