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Palantir Q4 earnings beat Wall Street estimates on strong sales to US businesses
OpenAI reportedly seeking alternatives to Nvidia chips, unhappy with inference performance
Daily Discussion Thread for February 02, 2026
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Oracle +6% pre-market after plans $45B to $50B capital raise in 2026 to expand AI cloud
Source: [https://finance.yahoo.com/news/oracle-raise-50-billion-2026-235033434.html](https://finance.yahoo.com/news/oracle-raise-50-billion-2026-235033434.html) >Oracle Corp. plans to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity, reflecting the scale of financing needed to feed AI’s growth. >Oracle is raising money to build additional capacity to meet the contracted demand from the company’s largest
🌈🐻 $SNDK $MU - Momentum Exhaustion
**TL;DR:** MU (Micron) and SNDK (SanDisk) have been on a parabolic AI-fueled rocket ride, but the last three days scream exhaustion: massive reversals on record volume after overbought RSI levels and stretched moving averages. We're looking at 10-30% drawdowns short-term. Broader market chaos in silver/gold/BTC (crashes galore) and NVIDIA's inability to break out signal sector-wide pain. Positions: MU Feb 20 26 $400 puts, SNDK Feb 20 26 $500 puts. https://preview.redd.it/oazmnriq70
What Are Your Moves Tomorrow, February 02, 2026
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Strong week for SILVER?
I got some options on Friday, hopefully it pays off.
I thought this was store of value?
What happened to gold? Please will it go back up?
12K worth of MSFT calls as a student
To the moon 🙏 we paying tuition with this
TikTok's most popular influencer sold his company for $975m... to a sketchy Chinese "printing" company doing $6m in revenue: a write-up.
https://preview.redd.it/ijwnqmqq6zgg1.png?width=1367&format=png&auto=webp&s=23d24c80c7ed6c7cb20aa25441e6b10ef3416fda *(For disclosure: I don't hold any position in $ANPA, nor do I plan to. I wrote this write up since I found it interesting, and also intersects with other work I'm doing)* ***TLDR: Khaby Lame, the most-followed creator on TikTok, sold his holding company to an extremely suspicious Chinese company that sells financial statement printing services and only does $6m in revenue... ye
$162,000 double or nothing that Tesla closes below $425 on March 20th (girls FTW!)
Sold 650 ATM call credit spreads to open on Friday afternoon expiring 3/20 at the 430/425 strikes. I'll hold until either expiration or they're worth less than 0.10.
US, UK, EU, Australia and more to meet to discuss critical minerals alliance | Mining
[From the Guardian this morning ](https://www.theguardian.com/business/2026/feb/01/us-uk-eu-australia-critical-minerals-rare-earths-g7-minimum-price) MP, USAR and other rare earth names with a bump Monday? 6600 shares USAR @ 22.04 > One area of discussion will be calls for the US to guarantee a minimum price for critical minerals and rare earths. A report this week [that Washington has decided against the idea](https://www.reuters.com/world/asia-pacific/us-moves-away-critical-mineral-price
India gives 20-year tax holiday to foreign firms using local data centres.
$5k to 719k in a month and a half. The revenge of the regard.
I can't tell you how stressful this entire experience has been. Some of you remember my Intel position - I had worked my way back from being down 95% into 39k, netted 55k profit from that by going long on puts right before earnings. Once I made my original investment back, I went full regard and did some VERY aggressive futures options trades with gold/silver/oil/nasdaq. Here we are, and I'm still in disbelief when I check the account total. I mostly traded off of VWAP and it worked really w
NVDA just rugged OpenAI ($100B deal DEAD). My calls are cooked. See you behind Wendy's. 🐻🌈
SLV puts - it finally paid out
Started to accumulate SLV puts position around 1/10/2026. It was a very very painful process and I can’t believe my eyes. Glad this collapse finally came on Friday. (Had 550 puts before this screenshot. Closed all positions and took profits before 2pm)
The current silver market at monkey levels explained
Banks are currently facing an acute problem usually only experienced by airlines, and it's on a scale that threatens the system. An airline sells 200 tickets for a flight to Mallorca. However, the planned aircraft only has a capacity of 190 passengers. This isn't a problem as long as the usual 5-10% of booked tickets go unused due to illness, etc. But if everyone actually shows up for the flight, it's overbooked. The airline then has to offer the now-familiar bonuses to passengers who opt for
After Blowout Earnings, Why SNDK Sandisk is the best Momentum Play right now
Repost because I mentioned some forbidden words and it got taken down. TLDR: After Sandisk's blowout earnings report on Jan 29, It is the Perfect combination of Lowest float of all the memory companies + tied to the current macro theme of AI and Memory shortages. Until it inevitably splits, It is the Best Momentum Play right now. This was my previous post, [https://www.reddit.com/r/wallstreetbets/s/IKE0eHogpM](https://www.reddit.com/r/wallstreetbets/s/IKE0eHogpM) All my observations there sti
Tesla just made it clear: It's no longer a car company
How we feeling about this news y’all? Is it because people aren’t buying the cars and the subsidies are gone? Is that the reason for the pivot??