u/cramerrules

2% down on no news other than Cathy wood buying yesterday 🤦‍♂️

SMCI is up big on good guidance but we slip - most of SMCI business is Nvidia chips and racks . What explains this , the options activity is definitely a drag on this stock but can someone look at the options ladder and comment on when this artificial wall clears up ?

Why is it down as much

So looks Meta AI is not going well and their chip purchases from nvda Broadcom and amd are causing a surplus . If meta cuts their spending on AI , will that cause panic in the AI trade ?

It’s almost going to underperform major averages and ETFs - the fundamentals are good but the markets are greedy when they are running after easy money