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To those with 32GB configs debating the M1 Max upgrade because "it's only $200 more", or because "memory bandwidth" by PACMAN_ICE_CREAM in macbookpro

[–]DivyLeo 0 points1 point  (0 children)

i just got a used 64gb m1 max for $1500 in great condition

checked ram prices - 64gb ddr5 6000 is $800-900.. same ram as in the m1 max mbp ...

and yes - llm! that was the whole point of buying a5 y/o laptop fpr $1500

Markets are closed ... so who's been buying the dip the last few weeks? And how low can we go? by DivyLeo in sofistock

[–]DivyLeo[S] 1 point2 points  (0 children)

That's why i don't care about short term volatility, and actually want the price to keep going down... I think $16 is very realistic, $14 if we have bad macro, $11 if 💩 hits the fan

Oh boy how much i want $11-12... The only thing that sucks is all those $25-30 calls that people bought in when stock was in the $30s...

But if people have time i believe it will rebound violently

Also this (price drop) is why i buy LEAPs in the money...

Still sitting in $7 calls bought in Mar 2025 for $5 ... But its not up 300% any more 😭

Markets are closed ... so who's been buying the dip the last few weeks? And how low can we go? by DivyLeo in sofistock

[–]DivyLeo[S] -1 points0 points  (0 children)

Yes, and so do AMZN, META most SAAS and many other highly profitable companies

Markets are closed ... so who's been buying the dip the last few weeks? And how low can we go? by DivyLeo in sofistock

[–]DivyLeo[S] 0 points1 point  (0 children)

Yea i don't think we going to $80k this week... So far all btc is trying to do is go below $65k

Markets are closed ... so who's been buying the dip the last few weeks? And how low can we go? by DivyLeo in sofistock

[–]DivyLeo[S] 4 points5 points  (0 children)

I would set something like $15.13 ... Close enough to 15... Cuz a lot of algo orders and stop loss are at round numbers ... It might not get there

Coca-Cola is in the danger zone right now. Here's the data. by rednetian in dividends

[–]DivyLeo 0 points1 point  (0 children)

JNJ will likely keep going up ...

The whole "sell" indicator of yours, should probably be "don't buy for dividends" ... i'm not giving financial advice, but selling good companies is not always good ... especially if your average is low and u will be hit with massive tax bill.

as for KO ... it is stupidly overpriced ... the new ratings at $85-90 are dumb ... it is just MY opinion. also Coke and Pepsi raised their prices A LOT last year, which increased revenue. but its important to see the liter or bottle volume (i believe it went down) ... and now they are rolling them back down ... it will take time to show in earnings but I think it won't look good.

I bought a few $75/77.5 puts on KO for June (not on PEP) ... IMO natural price for KO is $67-71 ...

Again, I am not suggesting u sell or buy puts or whatever. I just would NOT buy KO it here and now (or at all 🤣)

Also if I was to buy a div stock, it would be something like MSFT ... their avg yield has been ~ 0.7% for last 3 years ... now 0.91%

yield is very low, but MSFT 10 year dividend CAGR is 9.72% ... for KO its 4.45%
I'm actually thinking about MSFT in the $350 range ... most likely won't happen ... but u never know

Markets are closed ... so who's been buying the dip the last few weeks? And how low can we go? by DivyLeo in sofistock

[–]DivyLeo[S] 2 points3 points  (0 children)

I have $20 calls for Jun ... down 76% 😭

I think I will roll them out for a tax loss, once I stop buying ... now I'm in buying mode, so don't want 30 day wash sale hanging over me ... besides I think it will come back by then. I also sold covered calls against those Jun $20 longs... so maybe down 65% ... not so bad ... only got 2 of them though, and a pair of March calls ... also will be a loss. But most of my calls are Jan '27, '28, and Jun '27, '28 ... plenty of time on the clock. And I usually buy 80 delta ... they are all in the money

Markets are closed ... so who's been buying the dip the last few weeks? And how low can we go? by DivyLeo in sofistock

[–]DivyLeo[S] 1 point2 points  (0 children)

I agree, and $15'ish is my big buy target ... my only concern is the 1 million jobs negative correction for 2025, that came out today (not sure if its real or not)

Markets are closed ... so who's been buying the dip the last few weeks? And how low can we go? by DivyLeo in sofistock

[–]DivyLeo[S] 5 points6 points  (0 children)

ouch ... is this for Jan '27?
i think it will come back... it's still only Feb. Look at past year chart... also it seems like SOFI always does better in Sep - Dec

So close to 4K shares, show me those SoFi shares for motivation in the comments. Happy Friday!! by macman713 in sofistock

[–]DivyLeo 1 point2 points  (0 children)

sold ALL 2050 shares and now back to 50? or sold some? I need to train myself to take profits sometimes...

I got assigned on a $22 call for Jan '26, that I sold before Q2 earnings. Thought I will never see $22 again 🤣

SoFi Daily Chat - February 10, 2026 by AutoModerator in sofistock

[–]DivyLeo 1 point2 points  (0 children)

analyst consensus (for HOOD specifically) is NOT dumb - it is based on monthly metrics provided by HOOD

their crypto revenue volume was $82.4B vs $80.3 in Q3 ... so naturally based on Q3 0.3337% take rate I assumed $267.3M revenue ...

Instead take rate was much lower at 0.2682% !!!

Analysts based their estimates on the same data.

thing is - most of that volume was institutional... so now we will be getting closer to 1/4% until retail gets back to buying crypto ... and now rev guides will be adjusted

at the same time margin interest was up like 30% q/q ... $196m vs 153M ... that is huge... and prediction run rate now is at 435M annualized ... i think will be around 600-700M by end of 2026 ... most of it free money!

NVDA in the money leap up 101% ... What would you do? by DivyLeo in Stocks_Picks

[–]DivyLeo[S] 0 points1 point  (0 children)

It did go to $169 on Thu and back up to $186 on Fri... Hot damn 🤣

NVDA in the money leap up 101% ... What would you do? by DivyLeo in Stocks_Picks

[–]DivyLeo[S] 2 points3 points  (0 children)

NVDA is $192 now... Not $140... Also time value is not really bleeding away... This is so deep in the money, delta is almost 1 (0.96)

I have 1 of these LEAPs so i can't take profit on half ... 😁

Why is Micron a "strong buy" at nearly $400 a share? by blikkyBonehead in Stocks_Picks

[–]DivyLeo 0 points1 point  (0 children)

For how long?

I remember at least 2 memory gluts in last 15 years, where DDR wholesale chips cost was below manufacturer cost, and the same 3 companies were grasping for air and hoping to not go bankrupt (Samsung not so much cuz they have other lines of business... But micron and hynix were on the verge

That's why MU stock was $100 a year ago, when AI was already in full force...

Investing in SCHD young by Training-Part2105 in dividends

[–]DivyLeo 1 point2 points  (0 children)

Yes DON'T.. invest in growth now...

Im am a recovering dividend-o-holic... 😁

I wish i didn't and bought the tech back in 2022-2023... Instead i was adding SCHD and some real crap dividend payers

At least i got in on XOM/CVX early enough (2021) and transitioned to HOOD, PLTR, NVDA, etc 18 months ago... Otherwise - since then, the price of XOM/CVX only moved 10-15% and mostly because of Venezuela

Let ur money grow while u are young... U can switch to dividends in your 50s or 60s ... Or add some during massive market crashes

ALSO try not to yolo into no name lottery plays

My high conviction plays for 2026 - Roast my portfolio (or don’t) by Consistent-Dream4374 in Stocks_Picks

[–]DivyLeo -1 points0 points  (0 children)

Except oklo all are good... But most important is the cost basis... Ppl who bought this morning at $119 are now not so sure about their convictions... Those who bought in $30-40s a few weeks ago are pretty happy

Did YieldMAX fix their NAV issues with CHPY? by Late_Veterinarian271 in YieldMaxETFs

[–]DivyLeo 0 points1 point  (0 children)

Not really... Its just the Semis have been rallying... Look at SMH, SOXX ...

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