8.37K
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09-22
One AI Agent Just Put CPUs Back in the Spotlight
AI may be moving from “answering questions” to actually doing work — and that could make CPUs important again. The latest AI trade is no longer just about GPUs. Meta’s new AI agent, Muse, has pushed investors to rethink what the next phase of AI infrastructure may actually require. Why?Because an AI agent does much more than generate an answer. It may need to:open a browser,search the web,fill out forms,call APIs,run tools,manage files,and keep working in the background for minutes or even hours. That changes the compute equation. For a chatbot, the workflow is relatively simple: Prompt → GPU inference → Response For an AI agent, it looks more like: Think → Browse → Execute → Check → Think Again → Continue GPUs still handle the heavy model inference. But many of the surrounding workloads —
TOPpixiezz: Power and thermals matter more than people think here. Agents running for hours make CPU efficiency and system orchestration a bigger winner than the market is pricing
3.00K
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09-19
$ASTS 20261002 51.0 PUT$ Limit order filled to sell ASTS cash secured put at strike $1 above $50 psychological support for credit.
ASTS PUT
09-18 21:59
US20261002 51.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.52 1Lot(s) | -- Closed |
979
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09-19
$HOOD 20260925 132.0 CALL$ Limit order filled to sell Hood call to strangle existing cash secured put for credit at high 132 strike.
HOOD CALL
09-18 21:51
US20260925 132.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.41 1Lot(s) | -- Closed |
1.77K
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09-21
$INTU 20260925 305.0 PUT$ Naked put -hope it expires worthless Be water, my friend—stay calm, adapt, and let the market do its thing. Watch me pocket $30K in premiums in Sep. Jun/Jul/Aug: $1,721 / $26,431 / $34,103 Sep 2026: $24,282
TOPIt’s trading below 30. Is it risky to open sell put position at 305 strike price?
4.79K
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09-21
$SOFI 20261023 20.5 CALL$ Close the SOFI covered call after capturing a profit, reducing exposure as the Fed has raised rates to and signaled further tightening. While SoFi’s strong growth and resilient credit support the shares, higher rates can pressure refinancing demand and fintech valuations. Taking profit now improves risk-adjusted returns.
SOFI CALL
09-21 21:49
US20261023 20.5
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 0.14 1Lot(s) | +49.65% Closed |
TOPMultiple compression is the part people skip here. Higher rates do not just hit refi demand, they also make SOFI’s growth multiple harder to defend
15.07K
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09-22
Advanced Short Put: Want to Collect More Premium but Worried About Assignment? How to Balance Return
After selling a few Puts, you may start running into the same dilemma. At first, you may be worried about getting assigned, so you choose a strike price further away from the current share price. After doing this a few times, however, you may start thinking: “I’ve set aside so much capital, but I’m only collecting this amount of premium each month. Is it too little?” So you move the strike price closer. The premium goes up, but another concern appears: “What if the share price really drops?” This is exactly what advanced Short Put management is about: how much additional risk are you taking on for the extra premium you collect? For the same stock, where should you set the strike price? When IV is high, is it worth opening a position? If you have already earned most of the premium, should y
TOPI'm watching TSLA. I would be willing to buy the TSLA short put when TSLA trading at US$374. My main consideration right now is to see if $374 support holds, if it does then I will enter the short put position.
5.52K
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09-21
$AMD 20261002 620.0 CALL$ The recent spike makes covered-call premium more attractive, especially with AMD benefiting from strong AI/data-center demand and chip-sector momentum. But elevated valuation, supply constraints and renewed Fed-tightening risks could limit near-term upside. Selling an out-of-the-money call monetizes today’s strength while retaining substantial exposure to AMD’s longer-term AI growth.
AMD CALL
09-21 21:42
US20261002 620.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 17.40 1Lot(s) | -- Closed |
TOPI care more about IV than the stock pop here. Oct 2 is close enough that gamma can get annoying fast, but 620 still leaves decent room.
4.48K
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09-21
$NVO 20261002 39.0 PUT$ Buying the dip (should have enough margin to be assigned) Be water, my friend—stay calm, adapt, and let the market do its thing. Watch me pocket $30K in premiums in Sep. Jun/Jul/Aug: $1,721 / $26,431 / $34,103 Sep 2026: $25,358
NVO PUT
09-21 22:15
US20261002 39.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.65 1Lot(s) | -- Closed |
TOP0.65 feels thin for a 39 put unless IV got crushed hard. Did you spot some risk in NVO that the chain still isn’t pricing cleanly?
4.79K
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09-21
$GLD 20261120 375.0 PUT$ Good to have gold in portfolio. GLD down today so premium is good. Chose short strike price at $375. It's way below 50sma and is also below a support and pivot point in its run on 5 August 2026 which is at $380.
GLD PUT
09-21 22:31
US20261120 375.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 4.85 2Lot(s) | -22.68% Holding |
TOP380 feels like the cleaner line to me, 375 gives you more cushion though. That Aug 5 pivot matters if gold stays bid
3.38K
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09-21
$Quantinuum(QNT)$ What a nice start of the day! This is good. Hopefully this momentum continues [Cool] happy trading guys!
TOPFrom the tape, that pop looks a bit stretched already. Volume needs to confirm or this fades fast
6.28K
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09-22
$Intel(INTC)$ Just some profit taking! sold half my positions @124.15 and will stagger the rest probably around ~152$. Initially was thinking 132$ but seeing the current trajectory and the fact that INTC has a prior high of $141+ 🤔 $132 might be a bit conservative.
TOP132 does feel conservative now. I care more about foundry traction than the prior high though — that part is still getting priced too cheaply
5.02K
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09-22
$Lam Research(LRCX)$ Just rotating some funds. Since I reduced my INTC positions by half, I rerouted the funds to LRCX instead. It's current MACD crossover indicates to me a healthy potential upward momentum.
TOPMACD cross helps, but wafer fab spending staying firm is the bigger tell here. LRCX usually catches that turn pretty cleanly
6.38K
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09-22
$META 20260925 620.0 PUT$ META: Take Profit. META ripped higher on a positive start of the week and up 8.6% for the day at the time of my trade closure. Decided to take profit early with more than 90% of max premium collected and 5 more days to expiry this Fri.
META PUT
09-22 00:00
US20260925 620.0
| Side | Price | Realized P&L |
|---|---|---|
| Buy Close | 0.22 | +93.01% Closed |
4.68K
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09-22
$USO 20261002 125.0 PUT$ Close for profit when the oil trades came down lower today. Take chance to close for profit before risking assignment although its still 2 weeks away
USO PUT
09-22 00:23
US20261002 125.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 0.35 1Lot(s) | +87.87% Closed |
TOP0.35 to 0.55 is clean enough, I usually stop earlier once premium snaps back fast lol
29.17K
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09-22
$Grab Holdings(GRAB)$ Grab CEO just bought the dip using approx 10% of his networth. Shall see if I can catch a ride up and farm some #CaiFanMoney.
TOPcommon sense.. if oil is up, only oil company sustain. if oil is down, everybody else sustains. 🤣 so which is a better side to choose..
11.49K
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09-22
[POLL>>🪙] 💰 10 U.S. Stocks Hit New Highs: AMD, CRWD, NET, VLO, MPC,...
💬 Join the discussion: Vote in our poll below and share your take in the comments — every useful comment earns Tiger Coins! 🎁 The U.S. stock market's fresh-high list is once again being driven by several distinct themes — from the AI infrastructure boom and cybersecurity spending to refining margins and resilient healthcare demand. This week's list includes 10 U.S.-listed stocks with market caps above $10 billion that have reached fresh highs, spanning technology, energy, healthcare and financials. While AI remains a major driver, the breadth of the list shows that the rally is extending beyond the technology sector. The top 10 tickers leading this cohort - $Advanced Micro Devices(AMD)$,
TOPI'd chooseB - Cybersecurity & Data Resilience. The deeper story here is that AI doesn't just create demand for more compute; it also expands the attack surface and increases the value of protecting data. That makes cybersecurity less of a "side trade" to AI and more of an infrastructure layer supporting its adoption. CRWDstands out because its record $333M net-new ARR, up 51% YoY, points to strong enterprise demand.RBRKoffers a different angle: as companies deploy more AI, data recovery and cyber resilience become increasingly important. What makes this theme interesting is its potential durability. Compute spending can be cyclical, but once AI becomes embedded in business operations, security and data protection become increasingly difficult to cut. For me, the key question is no longer simply"Who sells the GPUs?"It is"Who protects the AI ecosystem being built on top of them?" @TigerPicks [龇牙]
1.93K
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09-22
Option Movers | Meta Jumps 11%, $18.4M Options Combo Signals Bullish Bets; Intel Surges 12%, $4.2M $145 Call Bet Draws Attention
Market Overview The Nasdaq surged to a record-high close on Monday (September 21), lifted by gains in Advanced Micro Devices and other AI heavyweights, while Treasury yields retreated from recent highs and crude prices tumbled to an 11-day low on speculation about a potential breakthrough in Middle East talks at a UN meeting this week. Regarding the options market, a total volume of 73,860,952 contracts was traded, of which 61% were call options. Top 10 Option Volumes Top 10: $NVDA(NVDA)$, $INTC(INTC)$, $AAPL(AAPL)$, $MU(MU)$, $AMZN(AMZN)$,
9.05K
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09-22
TTE: The Oil Stock Built for Disorder !
Fri, 27 Aug 2026 marked six months since US & Israeli bombing of Iran triggered a conflict that has disrupted global energy supplies and sent ripples through global financial markets. It is also a strike that has transformed into a protracted, costly stalemate rather than the swift victory initially predicted. Below chart shows how the conflict has affected oil, equities, safe-haven assets and food prices. More importantly, the Reuters post shows why oil stocks will remain on a high as we head towards 31 Dec 2026 and into new year 2027. (1) Costly Energy. Oil prices soared as Gulf production was disrupted and shipments through the Strait of Hormuz curtailed. Brent crude briefly topped $120 in April 2026 and still averages about $90 in 2026, up from roughly $70 last year. (see below) Th
TOPTTE does look like a solid anchor here, but a lot of the disorder premium already feels priced in. If tensions cool into 2027, XOM and CVX may not look that different on risk reward
3.58K
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09-22
Fed Hike Lands: Direction Confirmed? Risk Assets Set for Another Strong Month
The much-anticipated Federal Reserve decision came and went last week, with the 25-basis-point move ultimately causing little market disruption. Following the intraday and weekly tug-of-war between bulls and bears, the short-term outlook has become broadly clear: risk assets are likely to maintain their current choppy upward trend over the next one to two months. Whether it is gold, where our order narrowly missed being filled by just a few dollars, or U.S. equity indices, which remain near their highs, pullbacks should continue to offer opportunities to buy in the near term. $Gold - main 2612(GCmain)$ $E-Micro Gold - Dec 2026(MGC2612)$
TOP3430 getting tagged is the gift here, not the miss. Gold still looks bid into the next month