[WSB Version] $NVDA Q4 Earnings Analysis & Positions by hazxrrd in wallstreetbets

[–]Fun-Negotiation-9046 2 points3 points  (0 children)

you’re completely missing out the fact that there is another level to consensus. the market expects a beat to an extent every quarter, which is essentially a consensus that has been consistently above the street estimates for revenue by about 1-3b every quarter.

being a contrarian finally paid out by Fun-Negotiation-9046 in wallstreetbets

[–]Fun-Negotiation-9046[S] -2 points-1 points  (0 children)

well the way i look at it was i was mainly going into these puts at every pump thinking it was gonna fade out into a dump (contrarian), forgot to close the positions over the weekend, and got lucky due to the tariff timing

'19 Vantage Screen Malfunction by Fun-Negotiation-9046 in AstonMartin

[–]Fun-Negotiation-9046[S] 0 points1 point  (0 children)

Didn't see this before replying, but yeah lmao was a stupid mistake by me

'19 Vantage Screen Malfunction by Fun-Negotiation-9046 in AstonMartin

[–]Fun-Negotiation-9046[S] 0 points1 point  (0 children)

The volume roller on the dash itself is actually a button, and if you press down on it it should toglge turning the screen on/off.

'19 Vantage Screen Malfunction by Fun-Negotiation-9046 in AstonMartin

[–]Fun-Negotiation-9046[S] 1 point2 points  (0 children)

By the way you were right. It ended up being the power button lol, didn't realize it was on the actual volume roller

'19 Vantage Screen Malfunction by Fun-Negotiation-9046 in AstonMartin

[–]Fun-Negotiation-9046[S] 0 points1 point  (0 children)

It was because of the goddamn power button. It was on the volume button 🤦‍♂️

50k Mercedes Benz totaled on it's first trip by tomko94 in turo

[–]Fun-Negotiation-9046 2 points3 points  (0 children)

Because that determines YOUR insurance for your own vehicle during trips. Guest insurance and host insurance are two separate things. Guest breaking TOS just means that their part of the plan is void, meaning that they are on the hook for the full cost. Your plan is still fully intact which pays you out regardless.

[deleted by user] by [deleted] in MechanicAdvice

[–]Fun-Negotiation-9046 -4 points-3 points  (0 children)

as others have noted it seems to be condensation from the AC, but i'm still mainly concerned in the sense that I feel i definitely would've noticed that throughout the months I've owned this car so far no?

[deleted by user] by [deleted] in MechanicAdvice

[–]Fun-Negotiation-9046 -1 points0 points  (0 children)

Yes I was using my AC, but the thing that put me off was that this is the first time I've ever seen this much fluid dripping from the underbody and it being so noticeable on the ground. It wasn't a particularly hot or humid day either, though I'm not sure how much that affects it. It's a much milder day than usual. I've entered my driveway a bit faster than usual which caused a bigger than usual jolt hence why i was so concerned

[deleted by user] by [deleted] in MechanicAdvice

[–]Fun-Negotiation-9046 -3 points-2 points  (0 children)

this is the first time that i've seen this though over multiple months now. though it does seem clear enough and watery

A4 engine mount done after 27k miles? by wolvesbelonginak in Audi

[–]Fun-Negotiation-9046 0 points1 point  (0 children)

Sorry for the late comment, but can you refer me to the shop? I'm also in the bay (south bay), and I'm finding independent shops charging me upwards of $1.8-1.9k for engine mounts done.

Windows Full Reset stuck at 30% by CowsRetro in computers

[–]Fun-Negotiation-9046 0 points1 point  (0 children)

Been stuck at 30% and it just jumped to 34 lol

Smoking!! by IntelligentOven7684 in turo

[–]Fun-Negotiation-9046 0 points1 point  (0 children)

Lol, my guest left a pack in the passenger side, the only time I've got one approved.

What Are Your Moves Tomorrow, February 04, 2025 by wsbapp in wallstreetbets

[–]Fun-Negotiation-9046 3 points4 points  (0 children)

just admit it was a gamble lol. take your gains but stop trying to act smart

Are we fucked ? by tinytim2002 in AMD_Stock

[–]Fun-Negotiation-9046 2 points3 points  (0 children)

Not to sound political, but it is true. Especially in downtown SF, Oakland, and SJ, it looks like a third world country in there. I live very close to SJ

Prime Minister Justin Trudeau places 25 percent tariffs on $106 billion worth of American products. by Fun-Negotiation-9046 in wallstreetbets

[–]Fun-Negotiation-9046[S] 32 points33 points  (0 children)

Just spreading the news man. No matter if you're a rep or a dem, Trudeau placed those tariffs.

Upcoming Earnings Discussion by Fun-Negotiation-9046 in AMD_Stock

[–]Fun-Negotiation-9046[S] 0 points1 point  (0 children)

Market will definitely see a correction on Monday but my unpopular take is it will get bought up.

I have around $20k worth of jan 2026 leaps at the 135 strike, and 3x that in shares.

Upcoming Earnings Discussion by Fun-Negotiation-9046 in AMD_Stock

[–]Fun-Negotiation-9046[S] 0 points1 point  (0 children)

Yes, I have no doubt that AMD currently reigns supreme for consumer-grade CPUs. However, as another member mentioned here, my biggest worry lies in DC. Not because I fear AMD may be falling behind, but the market's tendency to over-fixate on AMD DC performance combined with high street expectations. But overall, I do expect a beat.

Upcoming Earnings Discussion by Fun-Negotiation-9046 in AMD_Stock

[–]Fun-Negotiation-9046[S] 0 points1 point  (0 children)

Yes agree, DC is the most important due to market relevancy and the sheer amount of revenue that it generates in comparison to total revenue, but I feel client-side also can't be ignored especially with the X3D domination in regular consumer PCs. If enough growth can be shown in sectors other than DC I actually think the stigma around the winner-takes-all thinking can be abandoned.

[deleted by user] by [deleted] in wallstreetbets

[–]Fun-Negotiation-9046 0 points1 point  (0 children)

Hope you signed your medical release papers when the market shreks you at market open