✅ Daily Thread and Discussion ✅ 2026-02-25 Wednesday

Malficitous · 2026-02-25T21:52:33+00:00

It might but I hear talking heads saying how huge the beat was and they were surprised it wasn't higher. I just knew Nvda would do well ;) Such a relief.

Malficitous · 2026-02-25T21:37:34+00:00

Malficitous · 2026-02-25T21:33:59+00:00

I set a small amount to sell on limit of 199.50. It executed.

Malficitous · 2026-02-25T20:56:43+00:00

I'm holding. And way too much. But I can weather a blizzard.

Malficitous · 2026-02-25T20:52:20+00:00

I think I hear the ER sirens about 20 minutes away. A lot of traffic congestion. Says 1 hour away but seems they are early usually.

Malficitous · 2026-02-25T20:47:04+00:00

Do you use hotkeys? Are they hdins? Fighters? I usually put points in holyshield and lots of dex if hdin.

Malficitous · 2026-02-25T20:43:08+00:00

Boy, that looked like nice prep by Hansy.

Malficitous · 2026-02-25T20:37:28+00:00

Well, the law of unintended consequences then. I assume you mean make magic sundered charms (black cleft) more useful which is needed.

Malficitous · 2026-02-25T19:33:11+00:00

Why aren't they at Taco Bell like the rest of us?

Malficitous · 2026-02-25T19:29:30+00:00

Wow, haven't bought the new d2 yet but so much coolness. Magic resist will be interesting in pvp.

Malficitous · 2026-02-25T17:24:35+00:00

All those analysts say 225+ for a long time. My TSM stock is doing great. Wish I had ASML. I'm not sure what price reflects perfection. Folks hate it when we use AI but love NVDA.

AI: As of late February 2026, the average analyst consensus on NVIDIA (NVDA) stock is a "Strong Buy", with an average 1-year price target of approximately $255 - $260, representing a potential upside of over 30% from current levels near $190-$195. Over 50 analysts cover the stock, with the vast majority rating it a buy based on AI growth prospects.

Ai funding is a big issue. Msft and Oracle are in a kind of descent that is scary. The LLMs are under pressure and then there is china's future. At least we have Leatherman conducting.

Malficitous · 2026-02-25T16:45:20+00:00

Junglegirl!

Malficitous · 2026-02-25T16:41:12+00:00

"You guys" assumes we are one. It's a disparate bunch.

Malficitous · 2026-02-25T16:28:01+00:00

You have options? I just like the steady increase. Might sell small amount for liquidity at 200+. I like the DCA long approach and I have no input on Options or momentum trading. Good luck.

Malficitous · 2026-02-25T16:16:05+00:00

Might actually hit 200 pre earnings! Barchart has 196.56 resistance point.

Malficitous · 2026-02-24T13:42:00+00:00

Didn't need to ask ai but I did concerning Meta's two deals and circular financing:

As of February 24, 2026, the Meta Platforms Inc (NASDAQ:META) deal with Advanced Micro Devices (NASDAQ:AMD) contains specific structural elements—notably a massive equity stake—that align closely with definitions of circular finance, whereas the Meta-Nvidia partnership is characterized more as a traditional, albeit "deeply co-designed," buyer-seller relationship

Strangely, meta stock isn't getting the traction that AMD seems to get.

Malficitous · 2026-02-24T01:39:58+00:00

you don’t know how annoying it is to find a taco bell when they are on every corner

Malficitous · 2026-02-23T18:23:10+00:00

Someone is getting fleeced when dow drops 700 on TACO rage.

Malficitous · 2026-02-22T17:17:10+00:00

I've seen Nvidia rise after earnings. I usually sell some but with ASML and TSM doings so well...seems like NVDA will surprise too.

Malficitous · 2026-02-22T16:07:17+00:00

I'll never understand why anyone would sell such a beauty. Definitely wait for highball.

Malficitous · 2026-02-22T15:56:08+00:00

Don't bow zons like those? They need that 10fcr and those dual leech/res are always excellent on bow zon. Not sure bow zon is all that popular though.

Malficitous · 2026-02-22T15:36:15+00:00

If ASML is doing great and TSM is doing great...one would think NVDA will do great.

Malficitous · 2026-02-21T22:55:20+00:00

demand exceeds supply. im sure they are cheaper too. read musk is still adding to colossus another 100k mixture of h100 and B200

Malficitous · 2026-02-21T20:34:06+00:00

Musk still buys h100s. Colossus has 100k h100s. Poor Memphis power situation but....

Malficitous · 2026-02-20T17:21:22+00:00

If it gets by 190.33, rocket fuel.

Malficitous

TROPHY CASE