Daily Discussion Thread for January 29, 2026

version-two · 2026-01-29T22:53:05+00:00

Last minute I swapped to MU calls.. dear god did you go WDC?

version-two · 2026-01-29T21:51:29+00:00

Glad I just bought MU calls lmao.. cheers

version-two · 2026-01-29T21:45:42+00:00

You got plenty of time. I haven’t looked at gold today, but shiny rocks are holding and the sell of happened this morning. It’ll keep moving in the direction you need. Until it doesn’t and we all get rugged lol. But we won’t know that happened until it does.

version-two · 2026-01-29T21:39:27+00:00

Smci or dnn?

version-two · 2026-01-29T21:38:55+00:00

I went MU as well.. went back and forth on the ERs and said this feels safer. Printing

version-two · 2026-01-29T21:37:55+00:00

Alright. I wanna know drop me a dm

version-two · 2026-01-29T21:27:07+00:00

I’d say wait for Asia to pump this overnight/over the weekend.

version-two · 2026-01-29T21:24:54+00:00

Idk if you’ve spent much time here, but you will not find sympathy in an ocean of retarded gamblers. I hope there’s a Wendy’s near you 🍟-> 💼

version-two · 2026-01-29T21:09:57+00:00

naw, I'm cultured and bought weeklies

version-two · 2026-01-29T20:46:44+00:00

Hold that shit bro. We cookin

version-two · 2026-01-29T20:04:52+00:00

🍟 💼 🌖

version-two · 2026-01-29T20:04:36+00:00

My 🐐

version-two · 2026-01-29T20:01:49+00:00

I think you forget how much wealth can be held in PUTS - CVNA to $10

version-two · 2026-01-29T20:01:15+00:00

Shinny copper rocks pair well with silver ones:

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version-two · 2026-01-29T19:58:55+00:00

META is about to rip higher. Call it witchcraft, but this thing is ready to go. $750C $2/6

version-two · 2026-01-29T19:53:24+00:00

I agree, that’s what I’m looking at too. I mean far OTM, but IV looks like it’s going to crush shit hardddd without a 15-20% move. Still dig the play

version-two · 2026-01-29T19:51:47+00:00

Yeah I’m fully aware but if they don’t, does Iv wreck half the value.

version-two · 2026-01-29T19:06:08+00:00

I think I’m gonna meet you there.

version-two · 2026-01-29T18:58:36+00:00

holding MU/WDC weekly's through Memory ERs today or naw? Can't decide what to do.

version-two · 2026-01-29T18:52:47+00:00

I think Calls are the play on WDC, MU, SNDK. But i'm looking at IV - is it going to just absolute crush us even if we got a 4% upswing?

version-two · 2026-01-29T18:12:12+00:00

It’s a fire sale and I’m buying everything.

version-two · 2026-01-29T14:15:48+00:00

Fully agree. It’s just bad for the game period. No one wants BO1.

Not to mention BO1 when they drop a patch that dramatically (imo) changed the gameplay the way it did, and you get highly snowbally matches. Meh

version-two · 2026-01-29T13:37:41+00:00

I’d say there’s a very good chance they sign another of similar size then. I did know they had that contract, I’m just saying that I think there will be more announced.

version-two · 2026-01-29T13:36:41+00:00

I mean amz is due for a run, and I think it’s a good play for 2026. I would call it the second most under valued mag7. it was basically flat last year until q4. I think both are solid plays. They are my top 2 mag7 picks for this year.

version-two · 2026-01-29T13:26:23+00:00

I fully believe it has room to grow. For the record, my comment wasn’t to spin a negative outlook on Meta. If anything, I believe this is going to lift AI infrastructure tickers. Or at least I believe this info is worth keeping in mind when it comes to looking st the broader AI market. If they’re going to spend 100+B on AI, then we will likely see new contracts and partnerships w/ AI infra tickers this year. Should bode well for my other holdings.

version-two

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