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@Mayhem4Markets | Markets & Mayhem
Contrarian analysis, investing, and trading. 🧐 Fundamental, macroeconomic, and technical focus. πŸ“Š Tweets β‰  advice. RTs β‰  endorsements. ⚠️ Do your DD! πŸ“
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Most engaging posts mentioning stocks from @Mayhem4Markets over the last 72 hours.
Let's see if the hype can live up to the reality tonight as we brace for the most important event of our entire human existence with $NVDA earnings! Do you think they'll beat and the market will continue running higher or . . . ? https://t.co/ktuclq492P
Tech bulls are in trouble if $NVDA doesn't deliver tonight https://t.co/bTN3Lfy5qE
$META shares are being sold off by insiders again in February πŸ” https://t.co/0899vd9t5t
The bloodbath in crowded trades like $SMCI is continuing today ... https://t.co/cpUUgdvW3m
Nope, there were definitely no signs that $SMCI was in euphoria mode before it unraveled 🀣 https://t.co/NIDkgcCFSf
Breaking down $NVDA's revenue, Asian demand was an important area of growth in 2023 https://t.co/VvtEHrm5Ed
Put buyers want $SPX 4950 today https://t.co/PwRrxcKIe2
$NVDA revenue by segment from 2017 through 2023 Amazing to see the growth in compute more than making up for the sagging sales in graphics Also important to note that the compute sales have much, much higher margins https://t.co/CLl3BwInZX
If $NVDA's pre-market gains hold, it would be the single largest market cap addition in one day, exceeding $META on February 2nd by over $50B! https://t.co/lozg8z0Vju
The next most important $NVDA event of our lifetime https://t.co/w9NqDTT1y8
$NVDA giving back some of its recent gains, down 5.42% today https://t.co/fGNmnAWayi
$NVDA and Goldman's momentum basket are trading in tandem, exemplifying the importance of tonight's earnings for the space https://t.co/hWe7DocPv9
Interest in $SPX 4950 continues to grow. It's an area we discussed on the stream earlier as well. https://t.co/i6YO4Rpv0u https://t.co/tXZ57AKtGI
Into $LLY and out of $TSLA πŸ€·β€β™‚οΈ Chart: Goldman Sachs https://t.co/fJFAmrfb2T
The midpoint between the two most active calls and puts, which are relatively balanced in volume right now, matches up almost exactly with intraday VWAP. Purely a coincidence I'm sure. Not a sign that $SPX options drive price action in $ES_F. Nah. Couldn't be that. 🀭 https://t.co/mHBh22SKcv
Pretty chunky little wall of puts here in $SPX. Seems to be providing some support here. πŸ‘€ https://t.co/YeJdylD703
Open call interest in $NVDA is quite elevated ahead of earnings tomorrow night πŸ‘€ https://t.co/e04sHgFVa8
$NVDA's options implied earnings move is +/- 10%, according to Goldman πŸ‘€ https://t.co/pmYetvvqxs
Analysts expect a wide range of outcomes for $NVDA https://t.co/9hRMpCojTV
Hedge fund overall gross leverage is near 1-year highs, with managers continuing to pile into crowded longs (Mag 5) and crowded shorts (like $IWM). https://t.co/cv0w6pJVyn
Rosenblatt securities rushing in to be sure they upgrade $SMCI as the stock collapses from its recent highs 😬 https://t.co/u2zCUi5xW3
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