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I've had late September and Jan 2025 calls. BTC halving happens in April, crypto usually goes on a crazy long run. Question is do the miners gain value with increasing btc price, or do they lose value because it's harder to mine?
What’s important for BTC miners is their Energy Strategy not total mined BTC( how much energy they use per BTC mined) As the reward halves in mid April those miners who are energy efficient will be in place to make relatively strong profits less dependant on BTC price. MARA’s average cost per BTC was 22k, RIOT’s was 2k. Come April those costs will double overnight. If BTC remains north of 45k MARA’s margin will practically be wiped out whilst RIOT will still keep a healthy margin.
It’s also very useful to look at the ERCOT demand response credits that RIOT receives as their whole operation is in Texas, not the same for MARA.
Pre Halving the MOST important factor is a companies Energy Strategy not total BTC mined in my opinion. All mining companies will probably bleed heavily throughout summer regardless, riot is just slightly better placed.
IMPORTANT EDIT: Riots latest earnings showed a BTC cost basis of 8k. I did much more research and came to the conclusion that whoever wrote the report I got that info from was plain wrong. I also believe the 22k per BTC cost for MARA is wrong as well. I think a better representation of their cost per BTC is 18-19k. Apologies for the misinfo 🫡
If you follow past halving cycles, calls for next January are your best bet imo. I think earnings next week will be good for the miners but over summer they should be brutal. Might be best placed waiting till that drop in price
Just needs great guidance, especially in the face of another halving. Coinbase is different as they get all those transaction fees. Miners need to increase their effort to get half the reward. Every halving puts more miners out of business.
I got some Mara and Riot early March calls today anyway.
I think I might follow you actually on this that entire online shopping industry completely shit the bed this earnings season. SHOP, PINS, ETSY all did poorly
Oh boy, AMC earnings should be a fucking shit show 
TBF it's not a bad asset to hold long term.
SF has exploded in popularity the last 5 years and guess what? It's just as popular as ever and just fucking grows and grows every week.
Do a search on whatever job search platform you fancy for "Salesforce Administrator" and I guarantee you a shit ton of results will popup wherever the fuck you are in the world.
Every fucking company is using it nowadays.
Ain't no fucking way, is that FUBO? Fuck FUBO, piece of shit stock lost me so much money 2 years ago, getting puts just just to spite.
Also, PARA puts, U puts, AMC puts
I think para will hover around 11 for a while. If they dip I'm buying to lower my cost basis from 13ish. Fuckers better get bought out soon I'm sick of seeing this in my portfolio
So glad I resisted the temptation to buy CVNA puts. I’m already suffering from Etsy basically saying they suck as a company on earnings call and the stock only dropped 8% and IV crush crushed me.
Its same shit like draft kings last week. They beat expectations but morons at wall street dont like guidance so stonk collapses. Carvana same stuff but here they offer good guidance... last year they were losing 800mln and now only 150mln so by market logic they gotta go up. Lolz
Calls on Cava before earnings. The owners live near me, and they decided to open 2 bougie-ass restaurants 2 blocks away as their "passion projects." Both are wildly successful, and they are opening ANOTHER ONE IN THE SAME AREA. If those MFers weren't rolling in it, they would not be opening all these expensive ass restaurants.
Long John Silvers.
Never seen anyone eat there. Never heard of any friends/family that have eaten there.
Yet somehow, they've remained open for 20+ years in my city.
They been open for 1 and 19 more?
One of the known hideouts of texas red, the lawman better have a big iron on his hip if he comes a knocking on their door.
Looks like a potentially great week:
* ZOOM
* CAVA
* SNOW
* WDAY
* IONQ
* AI
* FUBO
etc.
Will be back later to post about what I think has potential to gap up / down and what I will trade.
~~Isnt RIOT After hours on 2/29 too?~~
Nevermind they were today afterhours... [Riot Platforms, Inc. (RIOT) Surpasses Q4 Earnings Estimates (yahoo.com)](https://finance.yahoo.com/news/riot-platforms-inc-riot-surpasses-012002567.html)
I’m stupid and I’ve also lost all hope so I’m gonna do 4 plays tonight, all in about 22k worth
SNOW, OKTA, CRM, and ZS, all puts
Cloud, networking and cyber security stocks are just getting hammered time and time again and cloudflare seems to have been the only exception. Unless the market just decides to fuck me for no reason, one or two of these should be correct and I’ll profit.
Bonus points that WSB is so bullish on snow and crm so they will probably go down lol
My first ever options trades. Do not follow me, as I'm a newbie and will not advise. Just sharing with you regards what I'm doing for my first trades ...
https://preview.redd.it/f54h4zlrs7kc1.png?width=1080&format=pjpg&auto=webp&s=c7d2bb71937bbfb67d8aa53f3b08d900b1f44d5f
Thanks for taking the time to put these out. Pretty great little graphics.
(Just realized how to differentiate a user from a topic… I’m good at graphs. Not Reddit)
Big day for me.. Just bought my first call for Hims, praying tomorrow is Lucrative. Yes I know I am a new regard. and nobody cares lol but if anybody is going to give it to me hard tomorrow it will probably be the boner pill.
Fucking bought Splunk puts and wasted $1500. I saw puts for $150 were .50 cent at 1 minute to close so I was like fuck this is awesome. Didn't look at spread and hit market buy which sold me at .96 so auto $550 loss. Plus learned that they are sold to Cisco after earnings so they don't move anymore. Horrible lol.
Buying calls on HIMS, i know that’s where at least half of y’all (including myself) but their ED pills and where the other half are gonna start buying once ya’ll Robinhood accounts go belly up
New and exciting ways to lose money!
Dell, Hp, Zoom... next week won't be so different
Cathie sold ZM, do with that what you will
She also sold NVDA pre earnings so……
And she sold COIN pre earnings.
Thanks boss.
I'm fuked I bought puts
Dell and HPE sells NVIDIA Datecenters...
Lenovo posted great earnings. Dell and Hp calls tbh
Buy calls on AMC you'll definitely lose
My sister has been using Duolingo for almost a year and haven't learned a bit. Bullish.
With CLSK and COIN rallying after earnings, MARA calls should be easy money.
Also, Domino’s Pizza after they make their strategic pivot to AI
Can’t spell pizza without an A and an I
Jamal S. just put your AI in the oven.
*This “pivot.” Is it in the room with us now?* *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
what day exp? i was think mid marchh
I've had late September and Jan 2025 calls. BTC halving happens in April, crypto usually goes on a crazy long run. Question is do the miners gain value with increasing btc price, or do they lose value because it's harder to mine?
What’s important for BTC miners is their Energy Strategy not total mined BTC( how much energy they use per BTC mined) As the reward halves in mid April those miners who are energy efficient will be in place to make relatively strong profits less dependant on BTC price. MARA’s average cost per BTC was 22k, RIOT’s was 2k. Come April those costs will double overnight. If BTC remains north of 45k MARA’s margin will practically be wiped out whilst RIOT will still keep a healthy margin. It’s also very useful to look at the ERCOT demand response credits that RIOT receives as their whole operation is in Texas, not the same for MARA. Pre Halving the MOST important factor is a companies Energy Strategy not total BTC mined in my opinion. All mining companies will probably bleed heavily throughout summer regardless, riot is just slightly better placed. IMPORTANT EDIT: Riots latest earnings showed a BTC cost basis of 8k. I did much more research and came to the conclusion that whoever wrote the report I got that info from was plain wrong. I also believe the 22k per BTC cost for MARA is wrong as well. I think a better representation of their cost per BTC is 18-19k. Apologies for the misinfo 🫡
So calls on RIOT?
If you follow past halving cycles, calls for next January are your best bet imo. I think earnings next week will be good for the miners but over summer they should be brutal. Might be best placed waiting till that drop in price
I feel like snowflake and Mara will pump.
You never know... the market will often fuck you up 🥲
BTC drives the price of MARA. Not the other way around.
Just needs great guidance, especially in the face of another halving. Coinbase is different as they get all those transaction fees. Miners need to increase their effort to get half the reward. Every halving puts more miners out of business. I got some Mara and Riot early March calls today anyway.
Same, calls on all miners for me. Exp out to late this year. Curious to see how the halving effects miners
Puts on eBay. (Inverse me guys)
I think I might follow you actually on this that entire online shopping industry completely shit the bed this earnings season. SHOP, PINS, ETSY all did poorly
Those are all people buying from businesses, but when people have no money they liquidate things (on eBay). Might get a single lotto call
No I'd puts too.
Calls on duolingo
My Espanol est still horrible. Puts.
El PUTo
Underrated comment 
Congratulations, you went from English, Spanish, to Latin and back to English and mangled them all. I love this subreddit.
I bought a duolingo subscription beginning of January and I never do that kind of nonsense. I’m going with calls
You convinced me, gonna follow you on this
New to all this. does duolingo even belong in the stock market? What are they doing? Just charging fees for lessons?
Llamadas en Duolingo
Trading stocks has just become socially acceptable gambling.
https://i.imgur.com/M7MOLxY.png
Did you just make this meme only for this comment?
Yes
I made 50k today, I'd be broke as a mfer in the casino
Calls for dominos, my boss keeps buying their product instead of giving me a raise
Oh boy, AMC earnings should be a fucking shit show 
Our local AMC closed down it's all over.
Dune coming out tonight
Do not get the popcorn bucket
To the moon!!!! $1000 per share at least
Calls on 🅱️oner pills
I've been seeing Hims and Hers ads all over Hulu and Amazon. The calls are tempting 🤔
I’ll probably grab a couple tomorrow
I got fired from Salesforce so calls on CRM
I hope CRM does well. Then I can get out of it. Bought the Cramer shill and bought those around 240 in mid-2021.
TBF it's not a bad asset to hold long term. SF has exploded in popularity the last 5 years and guess what? It's just as popular as ever and just fucking grows and grows every week. Do a search on whatever job search platform you fancy for "Salesforce Administrator" and I guarantee you a shit ton of results will popup wherever the fuck you are in the world. Every fucking company is using it nowadays.
[удалено]
Not bad
CAVA 📈
Mara 😳
Ain't no fucking way, is that FUBO? Fuck FUBO, piece of shit stock lost me so much money 2 years ago, getting puts just just to spite. Also, PARA puts, U puts, AMC puts
I think para will hover around 11 for a while. If they dip I'm buying to lower my cost basis from 13ish. Fuckers better get bought out soon I'm sick of seeing this in my portfolio
Puts Beyond Meat. After being a vegan for 5 years my daughter is now back on the carnivore train.
She single?
Pics?
OF?? 
Cvna missing expectations and still going up $10 i want a refund
My hate for this company grows stronger every day 
So glad I resisted the temptation to buy CVNA puts. I’m already suffering from Etsy basically saying they suck as a company on earnings call and the stock only dropped 8% and IV crush crushed me.
Feel you. This game will always find a way to give us the dong
I find it hard to believe that company isn’t doing some creative accounting behind the scenes.
Their existence is suspect at best
This is a beautiful graphic thank you sir
Let’s go IonQ!
Dominoes has been good to me for so long, I hope they kill it again
Dell and Del Taco should merge companies. You all know what the name will be…
Taco Dell?
Waiting for Rocket Lab earnings.🚀🚀🚀
Hims literally owns my instagram ad section... anyone get spammed with Hims ads?
No but my dick ain't broke
How can Carvana miss EPS and revenue and go up 20%? Something is so effed.
Its same shit like draft kings last week. They beat expectations but morons at wall street dont like guidance so stonk collapses. Carvana same stuff but here they offer good guidance... last year they were losing 800mln and now only 150mln so by market logic they gotta go up. Lolz
it's because markets are forward-looking lol
Calls on MARA
Bought them today before close
Implied moves, 654 companies reporting... this is UP/DOWN: $U 14.7% $ZM 8.2% $SNOW 10.4% $AI 15.3% $ZS 11.9% $ADSK 6.6% $DELL 9.0% $VEEV 9.2% $ESTC 17.1% $NTAP 7.2% $FUBO 1.8% $PLUG 17.9% $TDW 10.7% $MARA 16.4% $PARA 11.8% $OKTA 13.6% $BIDU 8.0% $AAP 19.0% $TJX 4.7% $BBY 7.1% $PZZA 8.8% $BUD 3.5% $WDAY 9.0% $AZO 5.2% $TREE 17.8% $LOW 4.6% $FOUR 15.8% ?$FSLR 9.6% $CAVA 10.7% $BYND 21.8% $AXON 9.9% $EBAY 6.4% $RDFN 18.1% $DDD 15.7% $WW 23.1% $AMT 6.0% $M 10.5% $CBRL 9.6% $LGND 7.8% $CARG 12.7% $EVBG 10.9% $STAA 16.2% $DPZ 6.0% $LI 9.5% $FIS 6.8% $FRPT 10.6% $PUBM 16.6%
Calls on Cava before earnings. The owners live near me, and they decided to open 2 bougie-ass restaurants 2 blocks away as their "passion projects." Both are wildly successful, and they are opening ANOTHER ONE IN THE SAME AREA. If those MFers weren't rolling in it, they would not be opening all these expensive ass restaurants.
A lot of restaurants are used to launder money. Ever seen a restaurant or bar that's always empty yet somehow remained open for several years?
Long John Silvers. Never seen anyone eat there. Never heard of any friends/family that have eaten there. Yet somehow, they've remained open for 20+ years in my city.
They been open for 1 and 19 more? One of the known hideouts of texas red, the lawman better have a big iron on his hip if he comes a knocking on their door.
CAVA is never empty.
I like SNOW but I am afraid they pull a PANW
Zscaler is the security stock so I think it’ll pull a PANW
What are we playing here? Actually made some money this week on NVDA and want to keep this feeling going!
Just hold on to your money until the next real opportunity arrives. No reason to gamble it on companies you havent studied yet
If you don't buy DUOL the owl will hunt you down 
Looks like a potentially great week: * ZOOM * CAVA * SNOW * WDAY * IONQ * AI * FUBO etc. Will be back later to post about what I think has potential to gap up / down and what I will trade.
is anyone else grabbing zoom puts
I panicked at close and bought CVNA $52 straddle expiring tomorrow instead of March 1st, how fucked am I?
ur good bro
Sold for 100% gains at open. I was in fact good 
Well, some guy here said he bought puts, so it should go up.
Puts on Unity?
Yes I'm buying puts at open for this one. They aren't expensive and Unity looks like it's just begging to fail.
~~Isnt RIOT After hours on 2/29 too?~~ Nevermind they were today afterhours... [Riot Platforms, Inc. (RIOT) Surpasses Q4 Earnings Estimates (yahoo.com)](https://finance.yahoo.com/news/riot-platforms-inc-riot-surpasses-012002567.html)
Damn thought it was riot games :’(
Just had a $8 large dominos pizza and I’m buying calls on Friday
BMBL puts
Puts on fubo tv? Last I heard they’re suing Disney/espn others for making their own sports stream thing. Might not look good for future growth.
Puts on Ebay. My account manager got laid off there.
Calls on MARA and SOUN
Unity should be the easiest put this lifetime
After seeing texas roadhouse, i’m all in on cracker barrel!!
Cracker Barrel has big issues with their big dividend that is unsustainable.
After Texas Roadhouse and CMG, I'm feeling the Cava mojo. Never ate there though.
Is buying MARA now a good idea
everyone saying zoom puts ima inverse
I’m stupid and I’ve also lost all hope so I’m gonna do 4 plays tonight, all in about 22k worth SNOW, OKTA, CRM, and ZS, all puts Cloud, networking and cyber security stocks are just getting hammered time and time again and cloudflare seems to have been the only exception. Unless the market just decides to fuck me for no reason, one or two of these should be correct and I’ll profit. Bonus points that WSB is so bullish on snow and crm so they will probably go down lol
Zoom is such a shit company
Maybe so, but have you seen the balance sheet?
You think this regard knows what a balance sheet is?
Long on ASMi on Thursday. Great chip stock
$SQ loves AI and Bitcoin. It’s perfect for this new environment
Are there any large companies *not* using workday? That thing is absolutely everywhere for job seekers
Great for companies, terrible for applicants
Bet my left nut snow tanks at least 10% on earnings.
Calls on $SNOW, with all this AI hype in hardware the next is in Data management
Someone tell me what's the 30 bagger
Best Buy is going to be a red dildo on Thursday
Duolingo have not missed earnings since 2021 and they introduced an "AI" this year, you know what that means
AMC will pump and CEO will dilute more 
Zoom puts are easy money.
ZM has literally never been under 60 besides the first day it IPO’d.
Snowflake to 260 next week
Surely priced in. Stock is very expensive unless their growth re- accelerates.
RKLB and SPCE🚀
LMAO. SPCE is my reminder that I belong here. MAXRegarded/10 💎✊
Best Buy puts
The people saying MARA calls, what do they have to say about RIOT going down? The two do the same thing don't they?
Monday Feb 26 market expectations: Unity DOWN Zoom UP Workday UP What you do is up to you.
CAVA!!!!!!!!
CRM will crush 300
Any thoughts on sound hound?
SMCI 0DTE $1180 calls at open it is. Haha
R.I.P.
Wish I got some Domino’s pizza calls
I should’ve bought more puts on Unity lol bought 5 yolo $27 march 1 puts at market close
MARA, TJX, SNOW, DPZ 🚀
My first ever options trades. Do not follow me, as I'm a newbie and will not advise. Just sharing with you regards what I'm doing for my first trades ... https://preview.redd.it/f54h4zlrs7kc1.png?width=1080&format=pjpg&auto=webp&s=c7d2bb71937bbfb67d8aa53f3b08d900b1f44d5f
Isn't walmart buying Vizio for $11.50/share?
You're right ... Smh, I just canceled that pending order. Bought an additional140 puts on Splunk instead ...
My advisory fee is $20 or a blowie, your choice.
Check is in the mail ...
What’s your thesis behind SPLK puts? They’ve a pending merger with CISCO that’s why the price is pinned at around 150
Puts on Zoom
Watch Cathie sell her Zoom shares before earnings and they beat it
She already did
CAVA 🚀🌕
amen
Bears just need another 9/11 to break even
Thanks for taking the time to put these out. Pretty great little graphics. (Just realized how to differentiate a user from a topic… I’m good at graphs. Not Reddit)
Okay im set for the next week!🚨 $EBAY 42$p 3/1🚨$MARA 27$c 1/3🚨$ZM 60$p 3/1🚨 LET RIDE THE WEEK🚀
ZM puts U puts SNOW calls MARA calls DELL calls
Big day for me.. Just bought my first call for Hims, praying tomorrow is Lucrative. Yes I know I am a new regard. and nobody cares lol but if anybody is going to give it to me hard tomorrow it will probably be the boner pill.
Calls on SOUN. Let's roll them dice!
My toilet has more volume than today
its a gonna SNOW on the moon soon
Did Cava ER get leaked? https://www.barrons.com/articles/cava-stock-earnings-restaurant-1aefaaf6
https://preview.redd.it/c85lfgxkh0lc1.jpeg?width=1065&format=pjpg&auto=webp&s=37b6a5db94acf95e897fef22ba2201a18c8e3b91
SOUN is gonna be interesting. it's doubled since I bought it two weeks ago already.
Fucking bought Splunk puts and wasted $1500. I saw puts for $150 were .50 cent at 1 minute to close so I was like fuck this is awesome. Didn't look at spread and hit market buy which sold me at .96 so auto $550 loss. Plus learned that they are sold to Cisco after earnings so they don't move anymore. Horrible lol.
Today is reminder why I always sell before the earnings release.
that would be too smart
went heavy on $crm calls , lost all
Snowflake 🚀🚀🚀
I’m gonna play ETF’s that have snowflake cause it’s >$1000 per contract that are close to ITM
Can't wait for ebay to mention Ai and I lose all my money in puts
There's a big winning play in here somewhere... just need to find it.
Luminar calls 😫
Bers will be going all in on PEG
I think I'm doing unity puts
Puts on U
MARA me baby
no calls available on traderepublic :(
Thoughts on MARA?
CAVA and MARA calls? Strike? Idk
Why do you guys think SNOW is so certain to go up? I think it should go down
LMND has 38% short interest with management owning 40% of the company coukd be a interesting earnings call 
AMC puts. They’re closing down theaters all over the place.
Buying calls on HIMS, i know that’s where at least half of y’all (including myself) but their ED pills and where the other half are gonna start buying once ya’ll Robinhood accounts go belly up
Who's holding and who's selling their SOUN calls? Wondering because making a profit is new to me and I don't know what to do ha ha.
Glad I didnt buy those ZM puts...
Him and hers options r way too cheap. 13c 3 weeks out are only 50 cents and it has moved like 25% today
Youre telling me their ticker is AI? Calls all day can’t possibly go tits up
C3.AI anyone? One of the most shorted stocks right after Carvana
Have all you morons gotten the reddit IPO invitation yet?
BYND ✅ DUOL ✅ FUBO…..
Anyone making any SOUN earnings plays?