IncognitoAce (@aceoc) header
IncognitoAce (@aceoc) profile picture
Arizona, USA
Joined November 2024
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$GME Fewer stores, much more US profit GameStop closed 31% of its stores, and US operating earnings went from −$1.5M to +$153.2M a quarter. US operating earnings by quarter, with total store counts from the annual report
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IncognitoAce retweeted
'You're in your 50s, you've got a few extra pounds, your hair is turning gray and this beautiful woman smiles at you and all of a sudden, you're a kid in your 20s again' — ex-CIA John Kiriakou on how Jensen Huang fell for 'Chinese honeypot' 'The oldest trick in the book'
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IncognitoAce retweeted
Jensen Huang let fame get to him. Shameful.
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$NVDA What the insiders did - Director Mark A. Stevens sold about $946.6M between August 31st and September 18th, roughly 81% of his stake, at an average near $223. - Zero insider buys in this window. Tench Coxe's 500K share gifts land monthly like clockwork, so that's just scheduled. Insider selling can be planned months ahead and doesn't prove he knew anything. But he sold near $223, and the stock is currently below $178.
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IncognitoAce retweeted
Elizabeth Warren gets WRECKED!!
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$GME call open interest (outstanding contracts) at key strikes. 75.4K contracts sit on the $30 calls expiring Jan 15. That strike is where the options crowd is pointing.
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$GME Open market buys by Ryan Cohen, the company’s president. He bought about $97M of stock in 5 weeks with his own money. No algo does that.
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$NVDA The biggest open interest strikes for November 20th: + $190 puts (91.8K) are the biggest strike near the current price. They were set when the stock traded higher, and they're now in the money. + Call walls are at $200 / $210 / $230 (69.5K / 95.4K / 90.5K). Those are the levels to watch on a squeeze. + 18 Dec $120 puts: 113.2K OI. Someone holds a lot of crash protection. + Yesterday’s 0DTE (same day expiry) fight: 518.8K of the $180 calls traded, against 425.5K of the $175 puts. Price closed right between them. Open interest for the November 20th expiry (the first one after earnings), calls vs. puts by strike.
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$NVDA Seasonality (since Jan 2014, 13 samples): November was up 69% of the time, with an average gain of +6.6%. December was up only 42% of the time, averaging −1.4% (12 samples).
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$NVDA Analysts: all five ratings since October 1st are Buy. Goldman (target $300) and RBC ($330) reaffirmed today. Melius cut its target from $420 to $315 on November 2nd. Even the lowest target is about 68% above the current price.
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Press Secretary @danawhite's first briefing 🤣
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The = $NVDA / $SMH ratio fell from 0.4023 to 0.3666 in one session. That's the lowest since July 30th. So SMH rose about 5% today while NVDA fell 4%. The rest of the chip sector rallied and money left this one stock. Whatever the reason (I won't make one up), this is a stock specific move.
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