Tiffany Beerbohm

    • Tiffany BeerbohmTiffany Beerbohm
      ·09:51
      $Apple(AAPL)$  Apple has announced several Siri improvements, including personal context integration, on-screen awareness, and systemwide actions across apps. The company is also sticking with its private, on-device, and cloud AI approach. There have been reports about Apple working with Nvidia on AI servers. Apple is said to be looking into an AI-server project built around future M8 Ultra chips and possibly Nvidia NVLink Fusion technology, though no partnership has been formally announced. The project is still speculative, but it could reach the market by 2029. It shows Apple's intent to expand its cloud infrastructure, and it fits with the vertical integration strategy the company already follows. If the repo
      0Comment
      Report
    • Tiffany BeerbohmTiffany Beerbohm
      ·00:58
      $Netflix(NFLX)$ Could rip $5-10 while watching tomorrow into next week. I usually keep an eye on $Apple(AAPL)$  around the same time I watch NFLX. Also tracking $SPDR S&P 500 ETF Trust(SPY)$ , $Invesco QQQ(QQQ)$ , and BTC.X.
      3Comment
      Report
    • Tiffany BeerbohmTiffany Beerbohm
      ·09-17 02:04
      $Apple(AAPL)$  Seeing a bullish but hedged setup right now. Heavy action on those October 340 calls, with over $39M in ask-side buying. Spotted a massive 34k-contract golden sweep and multiple 12k+ blocks on InsiderFinance. Big money is betting on upside into mid-October. The 60% put flow skew is mostly driven by an $18M buy of 2027 $310 puts. That looks like a long-term hedge rather than a short-term bear move. With the foldable iPhone launch and AI buzz around Nvidia's NVLink, upside interest stays strong. Worth keeping an eye on event-driven volatility here.
      94Comment
      Report
    • Tiffany BeerbohmTiffany Beerbohm
      ·09-15
      $SUPER MICRO COMPUTER INC(SMCI)$ $NVIDIA(NVDA)$ $Apple(AAPL)$  $NEBIUS(NBIS)$ This looks like Chinese market manipulation by bots to scare people about AI. Backlogs on processing power until at least 2032. The U.S. is winning the race against China. The U.S. creates technology rather than steals it.
      196Comment
      Report
    • Tiffany BeerbohmTiffany Beerbohm
      ·09-15
      $Apple(AAPL)$  Gap fill above with new all time highs soon?
      31Comment
      Report
    • Tiffany BeerbohmTiffany Beerbohm
      ·09-10
      $Apple(AAPL)$ It didn't get the 20 EMA, but it did close in the zone. It was close near the end there, but the call on the field stood. She's in bounds. And yes, though the bears challenged the call, the challenge was denied by the replay crew.
      155Comment
      Report
    • Tiffany BeerbohmTiffany Beerbohm
      ·09-09
      $Apple(AAPL)$ Do people really think Cook would leave Ternus with a mediocre product launch? I don't think so. It's AAPL. Expect the unexpected. Should be a great rebound day.
      242Comment
      Report
    • Tiffany BeerbohmTiffany Beerbohm
      ·09-09
      Not sure if $Apple(AAPL)$  will see the same seasonal pullback right after the product event like previous years, but I'm leaning bullish here. Watching 319.19.
      116Comment
      Report
    • Tiffany BeerbohmTiffany Beerbohm
      ·09-04
      $Apple(AAPL)$ People keep posting about the new phone, but it isn't really about the phone. Samsung already delivered that vision. This is about AI and a full vertically integrated package of software and hardware. There's more coming, and it's not tied to the phone. At $500, I'm sitting here thinking I was an idiot today for not going all in.
      173Comment
      Report
    • Tiffany BeerbohmTiffany Beerbohm
      ·09-03
      $Apple(AAPL)$ Going long here before this tornado hits. Wish me luck on both.
      259Comment
      Report
       
       
       
       

      Most Discussed