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What are your moves this month of January? (lemmy.world)

submitted 10 months ago by [email protected] to c/[email protected]

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I've got put spreads on COIN. I'm watching QS, will go long or short depending on price action.

What are your plays?

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[–] [email protected] 1 points 10 months ago* (last edited 10 months ago) (1 children)

There's a 50 week lead time on Mellanox 200 and 400 Gb switches. If you're not buying stock in all the hardware companies underpinning the cloud and AI you're a fool.

[–] [email protected] 1 points 10 months ago (1 children)

Would love to look into this. Do you have any tickers to suggest?

[–] [email protected] 2 points 10 months ago (1 children)

Smci, pstg, nvda (obviously), dell, hpe, netapp, comm, amd, micron

[–] [email protected] 1 points 10 months ago

Thank you.