CVNA puts and shorts from Jan-Apr DASH shorts since Apr SPY and AAPL calls occasionally when they've died by over 4% and hoping to time a bounce

Looks like a meme a boomer would post on fb

In 2023 I think we can start buying 2025 AAPL calls... wait no we fucked. 2027 calls in 2025 Holy fuck

I was going aapl 100 in sept I think this dies after next quarter earnings when b2b feels the pain that b2c is feeling rn

> She’s only 25. Do you know the definition of "Millennial"? ``` mil·​len·​ni·​al | \ mə-ˈle-nē-əl Definition of millennial (Entry 1 of 2) 1 : They like the stonk. So long as it's AAPL or TSLA. 2 : So fucked now. ``` BTW, tell your baby girl not to rent the over-priced apartment until she actually sits down for her first day at the Kombucha Bar. And puts in a full six hours. And isn't sent home to await a box of swag and come back in when you get it. Or maybe Apple isn't as mean as Meta.

I had puts on AAPL and everyone told me I'm an idiot (not surprised) but I had a feeling Kramer was looking for a new company to curse.

A bit tbh but probably not as much as I should. I don't really trade dispersion that much tbh. I think the most notable thing was seeing implied correlation change so rapidly during that volatility event in November (the Omicron thing). The megatech seemed to just do their own thing for the *longest time*. The spreads on IVs for some specific and big names is gigantic (things like TSLA vs. SPX or AMZN vs. SPX) though.

Seriously as someone that spends way too much on AMZN/TSLA 0dte it's probably not looking great lol... Had 700p on Fri too but didn't diamond hand it for those ridiculous 10 bagger. Took my 2-3 bagger and ran.

When a department store has a 30% off sale, we flock in and buy. When the equities market is 30% down, we watch and cry. Buy good companies while they’re on sale! AAPL; DIS; etc.

I think FB has a lot less diversification than G in the ad space and is certainly ripe for being overtaken by the next social media company that everyone spends the majority of their time on (Hello TikTok if their ad platform stopped being so absolutely incredibly shit), I feel like FB's daily active user count and time spent on site has been on the downturn for a while now. I think Google is fairly safe though. Their ad business is super diversified and the amount of people who use Google (and the amount of searches per person per day) just keeps growing with proliferation of new devices and more constant connectivity. Fair point about AWS. There are a lot of B2B SaaS companies that deal with a lot of startups by volume that would be good to look at if you think that's the case. Shopify, Salesforce, Hubspot, Atlassian etc. Most have been hit pretty hard already it looks like though

I mean I practically agree with you 100% :) But Yahoo did get hit by a bust of dotcom for that reason precisely - the spend of non-profitables dried up. Since G and FB are so diversified (and so big) now, I do wonder if there will be effect like that, there might not be. I think the'll just move down with overall market. If AWS was a separate company I'd buy puts on AWS though. The amount of startups spending ungodly amounts of money on AWS that will just stop once they die is silly. But as it's part of Amazon I'm not sure what the overall effect will be

Damn just read up Yahoo had the chance to buy GOOG twice.

In the perspective of 1-2 years yes. After that I'm sure they will recover. I don't see Google or FB fucking up as much as Yahoo did. Still. I'd not bet on it :D

Just to get this correct you are long term bearish on GOOL and FB?

And some of them, like AAPL and MSFT have provided thousands of percent return in the intervening period. In 2000, consumers didn't buy or pay for anything online. Now they do.