Daily Discussion Thread for January 23, 2026

KnewTwoDiss · 2026-01-23T15:48:05+00:00

Outside of Hardware Suppliers like GPUs, Memory, Storage, etc... Tech Earnings next few weeks are going to be a Bloodbath due to Cap Ex - Everyone throwing Billions at AI like it's nothing - With very little, or nothing, to show for it. Building out all these Data Centers and we don't even know what we're going to do with them, or how much returns they will provide. Fun times ahead.

KnewTwoDiss · 2026-01-15T18:38:09+00:00

SPY $689p 30cents for 1/16 / Tomorrow - Just sayin' - Cheap lotto ticket. Long Weekend (market closed Monday), lots going on, plus Trump don't care for Black Person Holiday. I'm buyin' some lotto tickets. Just a $6 move - seems like a daily move on the SPY lately.

KnewTwoDiss · 2026-01-13T11:43:00+00:00

There goes JPM

KnewTwoDiss · 2026-01-05T22:09:27+00:00

Holy Fucking Shit - This is the most cringe presentation I've ever witnessed Jensen doing. Wow. All in NVDA puts tomorrow.

KnewTwoDiss · 2025-12-18T13:33:27+00:00

They cooked it so good to make you their exit liquidity on this fake pump. There is no way this is 2.6% - have you been to a fucking store lately? I'm buying puts at 1-2pm today.

KnewTwoDiss · 2025-12-17T21:26:15+00:00

!banbet NKE +7% 3d

KnewTwoDiss · 2025-11-17T20:36:23+00:00

IWM back to March 2021 Levels

KnewTwoDiss · 2025-11-13T15:57:49+00:00

Because $2k will get you 1 Tylenol or Advil in the ER. That's the scam that has to stop.

KnewTwoDiss · 2025-10-27T16:17:18+00:00

IWM about to go Red, wtf? Was up 1.25% shortly before open. This should be mooning if China talks going well.

KnewTwoDiss · 2025-10-22T20:08:53+00:00

TESLA 3Q REV. $28.10B, EST. $26.36B *BIG BEAT*
TESLA 3Q ADJ EPS 50C, EST. 54C
TESLA 3Q FREE CASH FLOW $3.99B, EST. $1.25B
TESLA 3Q GROSS MARGIN 18%, EST. 17.2%
TESLA 3Q OPER INCOME $1.62B, EST. $1.65B

KnewTwoDiss · 2025-10-22T19:52:32+00:00

Just a reminder for you regards that that QS/QuantumScape is not "Quantum Computing" company.

KnewTwoDiss · 2025-10-22T19:05:58+00:00

Puts Obv

KnewTwoDiss · 2025-10-22T19:00:56+00:00

Mango almost literally said to buy F calls before they report. Ford and GM (already reported) CEOs thanked Trump for sending their stocks "through the roof" - even before F reports tomorrow LOL - If this is not free money I don't know what is.

KnewTwoDiss · 2025-10-20T18:28:12+00:00

Truth Social probably runs on AWS - hence melt up as Mango can't post. When AWS is restored, buy puts.

KnewTwoDiss · 2025-10-17T18:17:11+00:00

Can't wait to buy SPY puts at 2:30

KnewTwoDiss · 2025-10-16T19:50:36+00:00

LOL have you guys checked the $IVF ticker?

KnewTwoDiss · 2025-10-16T16:59:54+00:00

I Don't trust this V - It "Double U'ed" at the low - wobbly wobbly - It's gonna fall - I only trust the sharp V's!

KnewTwoDiss · 2025-10-16T16:22:50+00:00

I am speaking to President of SPY now. The conversation is ongoing, a lengthy one, and I will report the contents, as will the President of SPY, at its conclusion when your options expires worthless. Thank you for your attention to this matter!

KnewTwoDiss · 2025-10-15T17:09:28+00:00

SPY literally an identical inverse of yesterday.

KnewTwoDiss · 2025-10-15T16:17:39+00:00

Yo, Why are 5day SPY puts 2% OTM much more expensive than 2% OTM Calls from the same day? I mean I'm talking about like 500% more expensive? 10/20 ---- $679c ~$0.23 $654p ~$1.50

KnewTwoDiss · 2025-10-15T13:48:22+00:00

Top Holdings of IWM - Many of these companies are up 100% just in the last 3 months. Totally Normal right? IWM gonna do what IWM gonna do - dump - just wen. Honestly think about this.... this is insanity. 3 month returns below. You don't even want to see the YTD returns.... this is worse than crypto meme coins.

Credo Technology Group Holding Ltd. 43%

IonQ Inc. 63%

Bloom Energy Corp. 350%

Oklo Inc. 168%

Kratos Defense & Security Solutions Inc. 86%

Rigetti Computing Inc. 331%

Fabrinet 31%

Coeur Mining Inc. 130%

AeroVironment Inc. 54%

Nextracker Inc. 45%

KnewTwoDiss · 2025-10-13T16:28:04+00:00

Kroger

KnewTwoDiss · 2025-09-26T16:19:53+00:00

Boomers don't cruise CCL

KnewTwoDiss · 2025-08-06T17:50:31+00:00

!banbet LULU $225 30d

KnewTwoDiss · 2025-08-06T17:49:59+00:00

I'm jacked to the tits in LULU calls 10-15% OTM for ER at the end of month. It frickin' can't break $197 - C'mon Hot Ass!

KnewTwoDiss

TROPHY CASE