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2025-04-03-top

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討論重點​

以下是26篇文章的討論重點條列式總結，並附上對應的文章錨點連結：

1. Twas the Night Before Tariffs​

  1. 關稅實施的衝擊
    • 美國對鋼鐵、鋁加徵關稅，引發市場恐慌（股市波動、產業受影響如汽車、科技）。
  2. 聯準會的角色
    • 鮑威爾發言安撫市場，暗示利率上升，市場情緒從恐慌轉為樂觀。
  3. 交易者行為諷刺
    • 以詩歌形式諷刺市場過度反應，呼籲避險策略。

2. Tesla first quarter deliveries​

  1. 交付量衰退
    • Q1交付量336,681輛（預期37萬+），年減15%，引發增長疑慮。
  2. 會計操作爭議
    • 暗示數據可能美化（如欄目轉移）。
  3. 估值泡沫批評
    • 諷刺市場將特斯拉與非核心業務（如「氯胺酮公司」）掛鉤。

3. Tesla shares rise on unconfirmed report​

  1. 市場非理性反應
    • 無論財報好壞或馬斯克動向，股價均上漲。
  2. 消息操縱質疑
    • 馬斯克離職傳聞可能刻意洩露影響股價。
  3. 散戶投機文化
    • 短期漲幅（+10%）被嘲諷脫離基本面。

4. Another Recession indicator?​

  1. 經濟壓力指標
    • 血漿捐贈補償金下降（$65→$50），推測因供給增加（更多人需收入）。

5. $4.5k gain on TSLA​

  1. WSB社群文化
    • 嘲諷小額收益（要求以%而非金額呈現）。
  2. 高風險偏好
    • 留言如「29%？回r/investing吧」反映對高報酬的極端追求。

6. YOLO'd into CoreWeave​

  1. 直覺式投資
    • 30秒決策基於AI需求、NVIDIA合作，單日獲利創紀錄。
  2. WSB風格
    • 網友以「Pure retardium」調侃高風險成功。

7. Bulls vs bears at Walmart​

  1. 社群對立文化
    • 多頭（bulls）被標籤為「ALPHA」，空頭（bears）嘲諷為「Jason III」。
  2. 數據與情緒
    • 表格顯示用戶活躍度，強化多空陣營刻板印象。

8. Almost $15k in TSLA​

  1. 散戶交易動態
    • 高風險期權操作（如240p）與社群集體行動（「We ride and die」）。
  2. 基本面矛盾
    • 銷售衰退但樂觀預期推動投機。

9. Amazon bids to buy TikTok​

  1. 收購與政治因素
    • 亞馬遜提案收購TikTok，川普政府審查期限壓力。
  2. 市場反應
    • 消息後亞馬遜股價上漲。

10. Market moving like they've read my mind​

  1. 非傳統市場理論
    • 提出模擬理論、AI預測、集體意識等解釋市場行為。

11. Daily Discussion Thread​

  • 技術限制：新版Reddit內容舊版不支援，可能涉及投資或技術討論。

12. 135k overnight gain​

  1. 短線避險策略
    • VIX過高促使開盤10秒內賣出，延續3-4月獲利趨勢。

13. ~15k TSLA pu```​

  1. 期權交易爭議
    • 用戶持有TSLL（2x槓桿ETF）期權2個月，遭質疑策略與虧損合理性。

14. What Are Your Moves Tomorrow​

文章核心重點​

以下是各篇文章的一句話摘要（條列式輸出）：

  1. Twas the Night Before Tariffs
    以詼諧詩歌諷刺市場對關稅與聯準會政策的過度反應，反映政策不確定性下的交易者焦慮。

  2. Tesla first quarter deliveries: 336,681 delivered, 362,615 produced
    質疑特斯拉交付量衰退與估值泡沫，暗指其財務數據可能被美化。

  3. Tesla shares rise on unconfirmed report Elon Musk could be leaving DOGE post soon
    諷刺特斯拉股價無論好壞消息皆上漲，凸顯市場非理性與馬斯克個人影響力。

  4. Another Recession indicator?
    血漿捐贈補償金下降反映經濟困境迫使更多人賣血，暗示底層經濟壓力。

  5. $4.5k gain on TSLA pu```. And to all the people that doubted me suck my balls.
    WSB用戶嘲諷小額收益貼文，凸顯社群崇尚高風險高報酬的挑釁文化。

  6. YOLO'd entire portfolio into CoreWeave
    用戶憑直覺押注AI雲端公司CoreWeave獲暴利，體現WSB非傳統投機風格。

  7. Bulls vs bears at shoe department of Walmart
    以幽默對話呈現WSB社群對多空陣營的刻板印象與對立氛圍。

  8. Almost $15k in TSLA pu``` s hope for the best (or worst)
    散戶高風險操作特斯拉期權，反映WSB情緒驅動的投機行為。

  9. Amazon bids to buy TikTok as deadline looms, New York Times repor```
    亞馬遜競購TikTok面臨政治審查，凸顯中美科技競爭與數據安全爭議。

  10. Marke``` moving like theyve read my mindanyone else?
    探討市場非理性行為的陰謀論解釋，質疑傳統金融理論有效性。

  11. Daily Discussion Thread for April 02, 2025
    因技術限制無法顯示內容，推測為Reddit新舊版本相容性問題。

  12. 135k overnight gain. $TQQQ 58.5 pu and $QQQ 471 pu.
    交易者快速獲利了結並避險，強調高波動環境下的短線策略。

  13. ~15k TSLA pu```, holding since 2 month now. Today could be the day.
    用戶長期持有特斯拉期權遭質疑，反映WSB對虧損交易的批判文化。

  14. What Are Your Moves Tomorrow, April 02, 2025
    連結失效，推測為WSB典型市場預測或投機計畫討論。

  15. Anyone else get their 3:30p scratch offs?
    資深用戶因極端虧損遭社群調侃，暗指其操作可能涉市場操縱。

  16. Starting the year strong with -$10,000 in deductions
    散戶自嘲投資虧損與稅務困擾，呈現WSB幽默面對失敗的社群文化。

  17. Chinese firms place $16 billion in order for new Nvidia chips in the first 3 months of 2025, the Information repor```
    抨擊Nvidia股價與基本面脫鉤，歸因於市場非理性炒作與監管缺失。

  18. Rivian pos``` sharp fall in quarterly deliveries as soft demand weighs
    對比Rivian利空下跌與特斯拉利空上漲，反映市場預期心理差異。

  19. End of march bounce, thanks bears
    用戶炫耀高風險期權交易獲利，體現WSB崇尚極端收益的文化。

  20. April green. Or red.
    以歷史事件比喻市場不確定性，呈現散戶社群戲謔式警示風格。

  21. Nvidia-backed CoreWeave is the biggest U.S. tech IPO since 2021
    分析CoreWeave的AI雲端IPO潛力與財務風險，提醒短期波動過高。

  22. With a 225% return, at the end of the day, I made a 0DET QQQ call for $10,000 at the end of the day! Good Day
    散戶懊惱錯失0DTE期權反彈行情，凸顯短線交易情緒化決策缺陷。

  23. Eye of the Strom (JWN) - What's going on? Is there some pre-market options trading going on so I can't sell? Wen Lambo?
    Nordstrom收購案致選擇權價值歸零

目錄​

  • [1. Twas the Night Before Tariffs](#1-``` twas-the-night-before-tariffs
- [2. ```
Tesla first quarter deliveries: 336,681 delivered, 362,615 produced
```](#2-```
tesla-first-quarter-deliveries-336-681-deliv)
- [3. ```
Tesla shares rise on unconfirmed report Elon Musk could be leaving DOGE post soon
```](#3-```
tesla-shares-rise-on-unconfirmed-report-elon)
- [4. ```
Another Recession indicator?
```](#4-```
another-recession-indicator-
```)
- [5. ```
$4.5k gain on TSLA pu```. And to all the people that doubted me suck my balls.
```](#5-```
-4-5k-gain-on-tsla-pu```-and-to-all-the-peop)
- [6. ```
YOLO'd entire portfolio into CoreWeave
```](#6-```
yolo-d-entire-portfolio-into-coreweave
```)
- [7. ```
Bulls vs bears at shoe department of Walmart
```](#7-```
bulls-vs-bears-at-shoe-department-of-walmart)
- [8. ```
Almost $15k in TSLA pu``` s hope for the best (or worst)
```](#8-```
almost-15k-in-tsla-pu```-s-hope-for-the-best)
- [9. Amazon bids to buy TikTok as deadline looms, New York Times repor```](#9-amazon-bids-to-buy-tiktok-as-deadline-looms-new-)
- [10. ```
Marke``` moving like theyve read my mindanyone else?
```](#10-```
marke```-moving-like-theyve-read-my-mindany)
- [11. ```
Daily Discussion Thread for April 02, 2025
```](#11-```
daily-discussion-thread-for-april-02-2025
`)
- [12. ```
135k overnight gain. $TQQQ 58.5 pu``` and $QQQ 471 pu```.
```](#12-```
135k-overnight-gain-tqqq-58-5-pu```-and-qqq)
- [13. ```
~15k TSLA pu```, holding since 2 month now. Today could be the day.
```](#13-```
~15k-tsla-pu```-holding-since-2-month-now-t)
- [14. ```
What Are Your Moves Tomorrow, April 02, 2025
```](#14-```
what-are-your-moves-tomorrow-april-02-2025
)
- [15. ```
Anyone else get their 3:30p scratch offs?
```](#15-```
anyone-else-get-their-3-30p-scratch-offs-
`)
- [16. ```
Starting the year strong with -$10,000 in deductions
```](#16-```
starting-the-year-strong-with-10-000-in-ded)
- [17. Chinese firms place $16 billion in order for new Nvidia chips in the first 3 months of 2025, the Information repor```](#17-chinese-firms-place-16-billion-in-order-for-new)
- [18. ```
Rivian pos``` sharp fall in quarterly deliveries as soft demand weighs
```](#18-```
rivian-pos```-sharp-fall-in-quarterly-deliv)
- [19. ```
End of march bounce, thanks bears
```](#19-```
end-of-march-bounce-thanks-bears
```)
- [20. ```
April green. Or red.
```](#20-```
april-green-or-red-
```)
- [21. ```
Nvidia-backed CoreWeave is the biggest U.S. tech IPO since 2021
```](#21-```
nvidia-backed-coreweave-is-the-biggest-u-s-)
- [22. ```
With a 225% return, at the end of the day, I made a 0DET
QQQ call for $10,000 at the end of the day!
Good Day
```](#22-```
with-a-225-return-at-the-end-of-the-day-i-m)
- [23. ```
Eye of the Strom (JWN) - What's going on? Is there some pre-market options trading going on so I can't sell? Wen Lambo?
```](#23-```
eye-of-the-strom-jwn-what-s-going-on-is-the)
- [24. ```
NVDA and "Liberation Day"
```](#24-```
nvda-and-liberation-day-
```)
- [25. ```
Robinhood is the best stock on the market with the most upside potential.
```](#25-```
robinhood-is-the-best-stock-on-the-market-w)
- [26. The only play is Longs today after the tariffs announcemen```](#26-the-only-play-is-longs-today-after-the-tariffs-)

---

## 1. ```
Twas the Night Before Tariffs
``` {#1-```
twas-the-night-before-tariffs
```}

這篇文章的核心討論主題是 **市場對關稅政策和聯準會（Fed）利率決策的反應**，以及交易者在這種不確定性下的情緒與策略。  

### 具體重點包括：  
1. **關稅實施的衝擊**：  
   - 描述美國政府宣布對鋼鐵、鋁等商品加徵關稅後，市場的恐慌情緒（如股市波動、交易者的焦慮）。  
   - 涉及受影響的國家（中國、歐盟、加拿大）和產業（汽車、科技）。  

2. **聯準會的角色**：  
   - 聯準會主席鮑威爾（Powell）的發言安撫市場，強調經濟強勁與通膨壓力，暗示利率仍將上升。  
   - 市場對聯準會政策的矛盾反應（從恐慌轉為樂觀，如「買進下跌」的策略）。  

3. **交易者的行為與諷刺**：  
   - 透過幽默的詩歌形式，諷刺市場對政策消息的過度反應與盲目跟隨。  
   - 結尾暗示交易者需保持謹慎（「避險為上」），反映對政策不確定性的長期擔憂。  

### 整體基調：  
以詼諧的敘事呈現金融市場的脆弱性，以及政策制定者（政府與央行）對市場情緒的操控與影響。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpbpym/twas_the_night_before_tariffs/](https://reddit.com/r/wallstreetbets/comments/1jpbpym/twas_the_night_before_tariffs/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jpbpym/twas_the_night_before_tariffs/](https://www.reddit.com/r/wallstreetbets/comments/1jpbpym/twas_the_night_before_tariffs/)
- **發布時間**: 2025-04-02 08:41:07

### 內容

Since some of you enjoyed my prior post, Twas the night before rate cu```. I wanted to share my latest and greatest version, Twas the Night Before Tariffs.

Twas the night before tariffs, and all through the Street,

The traders were anxious, all glued to their sea```.

Their orders were placed with precision and care,

In hopes that the White House would choose to play fair.

The bulls clutched their char, their be running high,

While bears rubbed their hands, expecting a dive.

And I with my laptop, a coffee in tow,

Refreshed every headline, awaiting the blow.

When out on the tape there arose such a clatter,

I sprang to my screen to see what was the matter.

Away to my Bloomberg, I clicked with a flash,

Skimmed through the news, prepared for a crash.

The headlines declared in big, flashing red,

Tariffs confirmed!my stomach felt dread.

Steel and aluminum, twenty-five strong,

With autos and tech not far along.

China, the EU, and Canada too,

All in the crosshairswhat else is new?

No deals, no breaks, no truce left in sight,

Just marke``` in turmoil and fear overnight.

Then what to my weary eyes should appear,

But Powell himself with a smirk ear to ear.

He lifted his mic and cleared out his throat,

Then gave us a speech with a familiar note.

The economys strong, inflation runs high,

Rate cu``` are coming, but dont ask me why.

Tariffs may hit, but marke``` will fight,

Just buy the damn dip and youll be alright.

And just like that, the futures turned green,

Traders rejoicedit felt like a dream!

I sighed as I watched, for deep down I knew,

That Powell and tariffs were playing us too.

So I logged out my screen and turned off the light,

Happy trading to all, and to allhedge it right!


### 討論

**評論 1**:

User Report
Total Submissions8First Seen In WSB5 years ago
Total Commen```1641Previous Best DD
Account Age5 years

Join WSB Discord


**評論 2**:

Their orders were placed with precision and care yea, no I rage bought more pu``` than I should have


**評論 3**:

I adore you morons


**評論 4**:

https://preview.redd.it/3qe3j6fdmbse1.jpeg?width=1024&format=pjpg&auto=webp&s=e3b9ad00908e3dbeaffc13609490ed390a3a2d6f


**評論 5**:

https://preview.redd.it/eapxjetklbse1.jpeg?width=698&format=pjpg&auto=webp&s=255561728174410b94ff0503728e38b9551fac43


---

## 2. ```
Tesla first quarter deliveries: 336,681 delivered, 362,615 produced
``` {#2-```
tesla-first-quarter-deliveries-336-681-deliv}

這篇文章的核心討論主題是：  
**對特斯拉（Tesla）近期業績下滑（季度交付量衰退15%）及其股價合理性的質疑**，並諷刺其市場估值與實際表現脫鉤（例如以「不是汽車公司而是氯胺酮公司」的荒謺說法暗指估值泡沫）。  

具體要點包括：  
1. **交付量衰退**：特斯拉當季交付量低於分析師預期（372,410-377,592輛），且較去年同期（386,810輛）下降，引發對其增長能力的質疑。  
2. **會計操作爭議**：暗示交付數據可能透過會計手段美化（如「從一個會計欄目轉到另一個欄目」）。  
3. **估值合理性**：以反諷語氣批評市場將特斯拉股價與非核心業務（如「氯胺酮公司」）掛鉤，反映對當前高估值的懷疑。  

整體而言，文章核心在於批判特斯拉基本面與市場狂熱情緒之間的矛盾。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpo2ud/tesla_first_quarter_deliveries_336681_delivered/](https://reddit.com/r/wallstreetbets/comments/1jpo2ud/tesla_first_quarter_deliveries_336681_delivered/)
- **外部連結**: [https://ir.tesla.com/press-release/tesla-first-quarter-2025-production-deliveries-and-deployments](https://ir.tesla.com/press-release/tesla-first-quarter-2025-production-deliveries-and-deployments)
- **發布時間**: 2025-04-02 21:05:17

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 1 | First Seen In WSB | just now

Total Commen``` | 0 | Previous Best DD |

Account Age | 13 years | |

Join WSB Discord

What happens to valuations when a growth company is growing -15% and worsening quarterly?

It's ok though because Tesla isn't a car company it's a ketamine company and the stock price should reflect that.

Analyst consensus was 372,410 - 377,592, depending on where you looked. Last years Q1 deliveries: 386,810.

Delivered to their dealer parking lo```? Delivered from this accounting column to that accounting column?


### 討論

**評論 1**:

User Report
Total Submissions1First Seen In WSBjust now
Total Commen```0Previous Best DD
Account Age13 years

Join WSB Discord


**評論 2**:

What happens to valuations when a growth company is growing -15% and worsening quarterly?


**評論 3**:

It's ok though because Tesla isn't a car company it's a ketamine company and the stock price should reflect that.


**評論 4**:

Analyst consensus was 372,410 - 377,592, depending on where you looked. Last years Q1 deliveries: 386,810.


**評論 5**:

Delivered to their dealer parking lo```? Delivered from this accounting column to that accounting column?


---

## 3. ```
Tesla shares rise on unconfirmed report Elon Musk could be leaving DOGE post soon
``` {#3-```
tesla-shares-rise-on-unconfirmed-report-elon}

這篇文章的核心討論主題是 **市場對特斯拉（Tesla）股票價格波動的反應與諷刺性評論**，主要圍繞以下幾點：  

1. **矛盾的市场反应**：  
   - 無論是特斯拉財報未達預期，或是馬斯克（Elon Musk）參與/退出公司管理層，股價均出現上漲，凸顯市場邏輯的荒謬性。  

2. **對消息操縱的質疑**：  
   - 文中暗示某些消息（如馬斯克的動向）可能被刻意洩露或炒作，以影響股價（例如「Leaked just at the right time」）。  

3. **散戶情緒與市場非理性**：  
   - 透過「+10% from pre market.. ridiculous」等評論，反映對短期投機行為的不滿，暗指市場脫離基本面。  

4. **馬斯克個人影響力的諷刺**：  
   - 文中反問「如果他全職回歸特斯拉是否更糟」，調侃其動向對股價的過度影響，而非公司實際營運表現。  

**總結**：文章以戲謔口吻批評特斯拉股價受消息面（尤其是馬斯克相關新聞）主導的現象，並質疑市場理性與機構操作的合理性。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jprnrs/tesla_shares_rise_on_unconfirmed_report_elon_musk/](https://reddit.com/r/wallstreetbets/comments/1jprnrs/tesla_shares_rise_on_unconfirmed_report_elon_musk/)
- **外部連結**: [https://www.cnbc.com/2025/04/02/tesla-shares-rise-on-unconfirmed-report-elon-musk-could-be-leaving-doge-post-soon.html](https://www.cnbc.com/2025/04/02/tesla-shares-rise-on-unconfirmed-report-elon-musk-could-be-leaving-doge-post-soon.html)
- **發布時間**: 2025-04-02 23:38:21

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 3 | First Seen In WSB | 2 months ago

Total Commen``` | 3 | Previous Best DD |

Account Age | 9 months | |

Join WSB Discord

Misses quarterly sales?

Believe it or not, also calls.

Stock rallies because Elon included in administration. Stock rallies because Elon out of administration.

Leaked just at the right time.

As if it really changes anything. Isnt it worse if he comes back full time to Tesla?

+10% from pre market.. ridiculous


### 討論

**評論 1**:

User Report
Total Submissions3First Seen In WSB2 months ago
Total Commen```3Previous Best DD
Account Age9 months

Join WSB Discord


**評論 2**:

Misses quarterly sales? Believe it or not, also calls.


**評論 3**:

Stock rallies because Elon included in administration. Stock rallies because Elon out of administration.


**評論 4**:

Leaked just at the right time.

As if it really changes anything. Isnt it worse if he comes back full time to Tesla?


**評論 5**:

+10% from pre market.. ridiculous


---

## 4. ```
Another Recession indicator?
``` {#4-```
another-recession-indicator-
```}

這篇文章的核心討論主題是：**血漿捐贈補償金下降的經濟原因**。  

作者根據自身經驗指出，過去兩年每次捐血漿可獲得65至80美元，但近期補償金降至50美元。他推測這並非因需求減少，而是因為經濟壓力下更多人參與捐血（供給增加），導致補償金被降低。文中附圖可能進一步佐證其觀點（如捐贈中心數據或市場供需關係）。  

簡要總結：  
1. **現象**：捐血漿的補償金下降。  
2. **推論**：經濟困境促使更多人捐血漿（供給↑），進而壓低價格。  
3. **隱含討論**：血漿市場的供需機制與經濟環境的關聯性。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jprerv/another_recession_indicator/](https://reddit.com/r/wallstreetbets/comments/1jprerv/another_recession_indicator/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jprerv/another_recession_indicator/](https://www.reddit.com/r/wallstreetbets/comments/1jprerv/another_recession_indicator/)
- **發布時間**: 2025-04-02 23:28:12

### 內容

For 2 years, I've been donating blood and receiving $65 to $80 per donation. Starting last month, I'm now only being offered $50 per donation. I doubt that we have a lower demand for blood, instead I bet more people are donating blood to meet financial constrain```... hence, more supply, and lower prices.

https://preview.redd.it/7s6nqnoywfse1.png?width=486&format=png&auto=webp&s=3b901109fa6195105173351e9046a8040e62bb61


### 討論

**評論 1**:

User Report
Total Submissions2First Seen In WSB4 years ago
Total Commen```264Previous Best DD
Account Age4 years

Join WSB Discord


**評論 2**:

You guys get paid?!


**評論 3**:

Pay $80 for blood and sell it for $800 !


**評論 4**:

Ive been selling plasma for the past month and got the new member bonus ($100 each donation). Then after 6 donations it drops to $50. Are you selling blood or plasma?


**評論 5**:

Bleak, but possible


---

## 5. ```
$4.5k gain on TSLA pu```. And to all the people that doubted me suck my balls.
``` {#5-```
-4-5k-gain-on-tsla-pu```-and-to-all-the-peop}

這篇短文的**核心討論主題**是：  
**Reddit論壇WallStreetBets（WSB）用戶對一篇投資收益貼文的嘲諷與調侃**，主要圍繞以下幾點：  

1. **收益表達方式的爭議**  
   - 用戶批評原貼文以「美元金額」而非「百分比」呈現收益（例："Next time put the gain in % and not in $"）。  
   - 暗示WSB文化更注重高比例報酬（例："29%? go back to r/investing"），反映社群對「高風險高回報」的偏好。  

2. **社群文化與幽默**  
   - 使用WSB特有的戲謔語言（如："smaller than my wife's boyfriends dick"），展現其粗獷、挑釁的交流風格。  
   - 嘲諷小額收益（例：要求改用「誠實工作」迷因），凸顯社群對「極端收益或虧損」的關注。  

3. **投資策略的隱性批評**  
   - 留言如「希望你在綠燭前賣掉」暗示對原PO操作時機的質疑，反映社群對短期交易時機的重視。  

總結：短文呈現了WSB社群「追求高風險高報酬」的價值觀，以及透過幽默與嘲諷強化群體認同的文化特質。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpoq6l/45k_gain_on_tsla_puts_and_to_all_the_people_that/](https://reddit.com/r/wallstreetbets/comments/1jpoq6l/45k_gain_on_tsla_puts_and_to_all_the_people_that/)
- **外部連結**: [https://www.reddit.com/gallery/1jpoq6l](https://www.reddit.com/gallery/1jpoq6l)
- **發布時間**: 2025-04-02 21:36:40

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 3 | First Seen In WSB | 6 years ago

Total Commen``` | 960 | Previous Best DD |

Account Age | 6 years | |

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Next time put the gain in % and not in $

Boy I hope you sold before the green candle

Bro at least use the "it ain't much but it's honest work" meme if the gains smaller than my wife's boyfriends dick.

29%? go back to r/investing


### 討論

**評論 1**:

User Report
Total Submissions3First Seen In WSB6 years ago
Total Commen```960Previous Best DD
Account Age6 years

Join WSB Discord


**評論 2**:

Next time put the gain in % and not in $


**評論 3**:

Boy I hope you sold before the green candle


**評論 4**:

Bro at least use the "it ain't much but it's honest work" meme if the gains smaller than my wife's boyfriends dick.


**評論 5**:

29%? go back to r/investing


---

## 6. ```
YOLO'd entire portfolio into CoreWeave
``` {#6-```
yolo-d-entire-portfolio-into-coreweave
```}

這篇文章的核心討論主題是：  
**一名投資者在短時間內（僅30秒）對雲端運算公司CoreWeave進行極簡分析（Due Diligence, DD）後，決定投資並獲得巨額單日收益的經驗分享**。  

重點包括：  
1. **快速決策邏輯**：  
   - 排除錯誤認知（非美髮產品公司）。  
   - 看好AI運算需求增長，且企業傾向外包資料中心（CoreWeave與NVIDIA合作優勢）。  
   - 類比亞馬遜AWS的盈利模式。  
   - 信任NVIDIA執行長黃仁勳的個人投資（2.5億美元注資）。  

2. **結果與社群反應**：  
   - 創下個人單日最高收益紀錄。  
   - 網友以幽默用語（如「Pure retardium」）調侃其高風險但成功的操作。  

3. **背景暗示**：  
   - 文章發布於WallStreetBets（WSB）論壇，反映該社群推崇高風險、直覺式投資的文化。  

整體圍繞「非傳統分析下的投機成功」展開，並帶有WSB特有的戲謔風格。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpbcld/yolod_entire_portfolio_into_coreweave/](https://reddit.com/r/wallstreetbets/comments/1jpbcld/yolod_entire_portfolio_into_coreweave/)
- **外部連結**: [https://i.redd.it/kf4q79lfebse1.png](https://i.redd.it/kf4q79lfebse1.png)
- **發布時間**: 2025-04-02 08:22:49

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 7 | First Seen In WSB | 6 years ago

Total Commen``` | 406 | Previous Best DD |

Account Age | 13 years | |

Join WSB Discord

[deleted]

Screenshotted but didnt take profit? Classic mistake

I did 30 seconds total of DD (the perfect amount) which involved:

  1. Realized it was not a hair produc``` company

  2. AI just gonna keep using more and more compute and companies aren't going to want to build their own datacenters, and CoreWeave has a good partnership with nvidia

  3. Imagine Amazon stock with just AWS, which is where they most of their profit from.

  4. Jenson put $250 mil into this thing. You think Jenson doesn't know what the fuark he's doing?

End result: Largest single day gain of my life so far

Pure retardium. Well fucking done sir !


### 討論

**評論 1**:

User Report
Total Submissions7First Seen In WSB6 years ago
Total Commen```406Previous Best DD
Account Age13 years

Join WSB Discord


**評論 2**:

[deleted]


**評論 3**:

Screenshotted but didnt take profit? Classic mistake


**評論 4**:

I did 30 seconds total of DD (the perfect amount) which involved:

  1. Realized it was not a hair produc``` company

  2. AI just gonna keep using more and more compute and companies aren't going to want to build their own datacenters, and CoreWeave has a good partnership with nvidia

  3. Imagine Amazon stock with just AWS, which is where they most of their profit from.

  4. Jenson put $250 mil into this thing. You think Jenson doesn't know what the fuark he's doing?

End result: Largest single day gain of my life so far


**評論 5**:

Pure retardium. Well fucking done sir !


---

## 7. ```
Bulls vs bears at shoe department of Walmart
``` {#7-```
bulls-vs-bears-at-shoe-department-of-walmart}

這篇文章的核心討論主題是圍繞著用戶在論壇（如WallStreetBets, WSB）中的參與行為（如發文、評論）以及社群內對市場多頭（bulls）和空頭（bears）的調侃與對立觀點。  

1. **用戶參與數據**：表格顯示了用戶的發文數、評論數、帳號年齡等數據，暗示對其活躍度或可信度的評估。  
2. **市場多空立場的戲謔**：  
   - 多頭（bulls）被形容為「ALPHA」或價格低廉（"cheaper LMAO"），可能暗指其樂觀但高風險的特質。  
   - 空頭（bears）則被嘲諷為「Jason III」（可能影射恐怖片角色，暗示悲觀或失敗），甚至與「在Walmart變窮」連結，調侃其消極結果。  
3. **社群文化**：對話充滿幽默與挑釁，反映WSB等論壇中對投資立場的極端化標籤和對立氛圍。  

**總結**：文章核心在於透過數據和嘲諷性對話，呈現網路投資社群中用戶的參與行為及對多空陣營的刻板印象與文化衝突。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jp9fby/bulls_vs_bears_at_shoe_department_of_walmart/](https://reddit.com/r/wallstreetbets/comments/1jp9fby/bulls_vs_bears_at_shoe_department_of_walmart/)
- **外部連結**: [https://i.redd.it/j1fg7kvnzase1.jpeg](https://i.redd.it/j1fg7kvnzase1.jpeg)
- **發布時間**: 2025-04-02 06:55:00

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 2 | First Seen In WSB | 10 months ago

Total Commen``` | 5334 | Previous Best DD |

Account Age | 10 months | |

Join WSB Discord

bulls cheaper LMAO

r/buyitforlife

I'm skeptical of these cheap ass boo``` to say the least

Bear or bull, you'll still end up being poor at Walmart

Bulls are ALPHA confirmed

Bears are... Jason III confirmed


### 討論

**評論 1**:

User Report
Total Submissions2First Seen In WSB10 months ago
Total Commen```5334Previous Best DD
Account Age10 months

Join WSB Discord


**評論 2**:

bulls cheaper LMAO


**評論 3**:

r/buyitforlife

I'm skeptical of these cheap ass boo``` to say the least


**評論 4**:

Bear or bull, you'll still end up being poor at Walmart


**評論 5**:

Bulls are ALPHA confirmed

Bears are... Jason III confirmed


---

## 8. ```
Almost $15k in TSLA pu``` s hope for the best (or worst)
``` {#8-```
almost-15k-in-tsla-pu```-s-hope-for-the-best}

這篇文章的核心討論主題是 **散戶投資者在網路論壇（如WallStreetBets, WSB）上的股票交易動態與情緒交流**，具體包含以下重點：  

1. **用戶交易行為與社群互動**  
   - 透過數據（如發文數、帳號年齡）反映用戶在WSB的活躍程度與歷史參與。  
   - 討論內容涉及高風險投資（如短線操作、槓桿使用），例如「7k in 240p」可能指期權交易。  

2. **市場情緒與價格預測**  
   - 對特定股票（未明確指名）的極端看法，如「Stock will skyrocket」與「propping this turd up」形成對比，顯示社群內分歧觀點。  
   - 提及「Sales -50%」可能反映基本面擔憂，但「guidance」樂觀預期又推動投機熱情。  

3. **社群文化與集體行動**  
   - 用語如「We ride and die together」凸顯WSB的「YOLO」（高風險賭注）文化與散戶團結現象。  
   - 提及資金流向其他標的（如NMAX），顯示熱門話題的快速轉移。  

**總結**：文章聚焦於散戶投資者在網路社群中的高風險交易策略、情緒驅動的市場觀點，以及集體行動對股價的潛在影響。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jp69zq/almost_15k_in_tsla_puts_lets_hope_for_the_best_or/](https://reddit.com/r/wallstreetbets/comments/1jp69zq/almost_15k_in_tsla_puts_lets_hope_for_the_best_or/)
- **外部連結**: [https://i.redd.it/tvp3gezvbase1.jpeg](https://i.redd.it/tvp3gezvbase1.jpeg)
- **發布時間**: 2025-04-02 04:41:43

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 2 | First Seen In WSB | 6 years ago

Total Commen``` | 919 | Previous Best DD |

Account Age | 6 years | |

Join WSB Discord

i got til this friday.. 7k in 240p . already down bad !

Sales will be -50%

Stock will skyrocket on guidance

Now that wackadoodle money has headed over to NMAX there's not much propping this turd up.

We ride and die together.


### 討論

**評論 1**:

User Report
Total Submissions2First Seen In WSB6 years ago
Total Commen```919Previous Best DD
Account Age6 years

Join WSB Discord


**評論 2**:

i got til this friday.. 7k in 240p . already down bad !


**評論 3**:

Sales will be -50%

Stock will skyrocket on guidance


**評論 4**:

Now that wackadoodle money has headed over to NMAX there's not much propping this turd up.


**評論 5**:

We ride and die together.


---

## 9. Amazon bids to buy TikTok as deadline looms, New York Times repor``` \{#9-amazon-bids-to-buy-tiktok-as-deadline-looms-new-}

這篇文章的核心討論主題是：  
**亞馬遜（Amazon）在最後期限前提出收購短影音平台TikTok的提案，以及美國政府對此交易的審查與潛在影響**。  

關鍵要點包括：  
1. **亞馬遜的收購意向**：根據《紐約時報》報導，亞馬遜提出全面收購TikTok的最後一刻提案。  
2. **美國政府的角色**：時任總統川普需在期限前（4月5日）審查提案，否則TikTok可能因未找到非中國買家而面臨美國禁令。  
3. **市場反應**：消息公布後，亞馬遜股價上漲。  
4. **各方回應**：字節跳動（TikTok母公司）、TikTok及亞馬遜均未立即回應評論請求。  

背景脈絡涉及中美科技競爭與TikTok的數據安全爭議，凸顯企業收購行動與政治因素的交互影響。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jptm06/amazon_bids_to_buy_tiktok_as_deadline_looms_new/](https://reddit.com/r/wallstreetbets/comments/1jptm06/amazon_bids_to_buy_tiktok_as_deadline_looms_new/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jptm06/amazon_bids_to_buy_tiktok_as_deadline_looms_new/](https://www.reddit.com/r/wallstreetbets/comments/1jptm06/amazon_bids_to_buy_tiktok_as_deadline_looms_new/)
- **發布時間**: 2025-04-03 00:57:47

### 內容

https://finance.yahoo.com/news/amazon-bid-buy-tiktok-york-160043798.html

(Reuters) -Amazon.com (AMZN) has put in a last-minute offer to buy all of short-form video app TikTok, the New York Times reported on Wednesday, citing three people familiar with the bid.

U.S. President Donald Trump will consider on Wednesday a final proposal related to TikTok ahead of an April 5 deadline for the app to find a non-Chinese buyer or face a ban in the country, a White House official told Reuters on Tuesday.

ByteDance and TikTok did not immediately respond to Reuters' reques``` for comment, and Amazon declined to respond.

Shares of Amazon rose after the report.


### 討論

**評論 1**:

User Report
Total Submissions4First Seen In WSB1 month ago
Total Commen```28Previous Best DD
Account Age2 months

Join WSB Discord


**評論 2**:

Cant wait for TikTok shop to be Amazon shop.

Amazon to own everything.


**評論 3**:

https://preview.redd.it/imzsy1tndgse1.jpeg?width=2361&format=pjpg&auto=webp&s=471dfc4f985ff5aafd0ff9f1b8b16a806bb8ded2


**評論 4**:

It's the logical evolution for viral product videos. Amazon will pre-order viral produc``` so that it arrives within 5 minutes of you realizing you've GOT to have that amazing cat toy.


**評論 5**:

Can never organize against billionaires if they own all the media organization happens in


---

## 10. ```
Marke``` moving like theyve read my mindanyone else?
``` {#10-```
marke```-moving-like-theyve-read-my-mindany}

這篇文章的核心討論主題是：**市場行為背後是否存在超越傳統解釋的隱藏因素或超常規理論**。  

作者首先列舉了常見的市場現象解釋（如認知偏誤、流動性獵殺、散戶行為一致性、市場雜訊等），但質疑這些解釋是否足夠，並進一步提出幾個「非傳統」的假設：  
1. **模擬理論**：市場是否為某種虛擬劇本的一部分？  
2. **AI對手方**：演算法是否已進化到能即時預測個人交易行為？  
3. **集體意識**：市場轉折點是否由群體心理的同步觸發？  
4. **自我中心幻覺**：市場是否僅為個人體驗的模擬？  

最終，作者邀請讀者分享「最奇特或最具洞察力的理論」，凸顯對市場本質的哲學性與陰謀論式探討，反映對傳統金融理論的懷疑及對未知力量的揣測。  

**關鍵詞**：非傳統市場理論、陰謀論、演算法主導、集體心理、模擬假說。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jp5l3q/markets_moving_like_theyve_read_my_mindanyone_else/](https://reddit.com/r/wallstreetbets/comments/1jp5l3q/markets_moving_like_theyve_read_my_mindanyone_else/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jp5l3q/markets_moving_like_theyve_read_my_mindanyone_else/](https://www.reddit.com/r/wallstreetbets/comments/1jp5l3q/markets_moving_like_theyve_read_my_mindanyone_else/)
- **發布時間**: 2025-04-02 04:13:53

### 內容

Market sometimes moving against you in a pattern that is so consistent it genuinely makes you wonder if there's more going on beneath the surface than the usual factors.

I understand the typical explanations:

Cognitive bias: we remember the times it goes wrong more vividly than when it works.

Liquidity hunting: big players move marke``` to trigger stops and collect liquidity.

Retail timing: many of us follow similar signals, leading to predictable crowd behavior.

Noise: marke``` are noisy, and random reversals will sometimes feel personal.

I get all of that. But I cant help wondering: is there more to it?

Im talking:

Simulation theory: are we just playing out a script that requires this kind of frustration?

AI market counterparty: could algorithms have become so good that they are practically reading our individual orders in real time?

Collective consciousness: is there something about mass psychology that creates these inflection poin precisely when everyone ac?

Are you all just NPCs and the world and thus the market is just simulated for me personally?

Share your weirdest or most insightful theories please!


### 討論

**評論 1**:

User Report
Total Submissions1First Seen In WSB1 month ago
Total Commen```37Previous Best DD
Account Age4 years

Join WSB Discord


**評論 2**:

Imagine if we all actually had our very own AI generated SPY chart that individually fucked each one of us over.

It do feel like that tbh !


**評論 3**:

They said the worst that could happen is going broke.

Nobody said anything about market caused schizophrenia.


**評論 4**:

Market so bad brother developed schizophrenia. !


**評論 5**:

  • We all have similar emotions and ideas
  • News run in lockstep due to algorithms boosting what ge``` clicked most
  • The market is mass psychology
  • All algorithms run on the same data
  • The market is a theme park for retail investors operated by whales

---

## 11. ```
Daily Discussion Thread for April 02, 2025
``` {#11-```
daily-discussion-thread-for-april-02-2025
`}

由於提供的連結不完整且無法直接訪問，我無法查看該文章的具體內容。不過，根據你提供的片段（「This post contains content not supported on old Reddit」），可以推測以下可能性：

1. **技術限制**：  
   文章可能涉及新版Reddit的功能（如互動式內容、多媒體嵌入等），這些功能在舊版Reddit上無法顯示，因此討論主題可能與平臺更新或技術兼容性相關。

2. **社群或版塊特定內容**：  
   若來源是知名子版塊（如 `r/wallstreetbets`），可能討論金融市場（如迷因股票、期權交易）或社群熱門話題，但需具體內容確認。

3. **連結問題**：  
   提供的連結被截斷且含特殊符號（如反引號），可能是複製錯誤或防爬蟲設計，需修正連結才能進一步分析。

**建議**：  
- 提供完整可訪問的連結，或直接分享文章內文。  
- 若無法取得內容，可確認是否與Reddit新舊版本差異、特定子版塊的熱門主題（如投資、科技）相關。  

希望這些方向能幫助釐清需求！

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpkv70/daily_discussion_thread_for_april_02_2025/](https://reddit.com/r/wallstreetbets/comments/1jpkv70/daily_discussion_thread_for_april_02_2025/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jpkv70/daily_discussion_thread_for_april_02_2025/](https://www.reddit.com/r/wallstreetbets/comments/1jpkv70/daily_discussion_thread_for_april_02_2025/)
- **發布時間**: 2025-04-02 17:57:34

### 內容

This post contains content not supported on old Reddit. Click here to view the full post


### 討論

**評論 1**:

Mr tear this market down


**評論 2**:

What if a tariff dropped on your head right now?


**評論 3**:

But I don't want to work in a factory.


**評論 4**:

If I dont make a trade I feel like I lost money, so instead I make a trade and proceed to lose even more !


**評論 5**:

This tax software is not letting me claim stock loss as presidential campaign contribution.


---

## 12. ```
135k overnight gain. $TQQQ 58.5 pu``` and $QQQ 471 pu```.
``` {#12-```
135k-overnight-gain-tqqq-58-5-pu```-and-qqq}

這段內容的核心討論主題是：  
**交易者在市場開盤時迅速賣出持倉，並基於對波動率指數（VIX）過高的判斷而選擇避險，同時延續了自3月以來的交易獲利趨勢至4月。**  

具體要點包括：  
1. **快速交易決策**：強調在市場開盤10秒內完成賣出操作，反映短線或日內交易策略。  
2. **波動率考量**：因VIX（恐慌指數）過高，認為市場風險過大，選擇退出當前的上漲行情（"run"）。  
3. **連續獲利紀錄**：提及從3月到4月維持盈利狀態，顯示對自身策略的信心。  
4. **圖像佐證**：附上的連結可能為交易截圖或數據，用以證明操作與結果。  

整體聚焦於「高波動環境下的短線交易決策與風險管理」，並帶有個人交易績效的展示性質。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpp00a/135k_overnight_gain_tqqq_585_puts_and_qqq_471_puts/](https://reddit.com/r/wallstreetbets/comments/1jpp00a/135k_overnight_gain_tqqq_585_puts_and_qqq_471_puts/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jpp00a/135k_overnight_gain_tqqq_585_puts_and_qqq_471_puts/](https://www.reddit.com/r/wallstreetbets/comments/1jpp00a/135k_overnight_gain_tqqq_585_puts_and_qqq_471_puts/)
- **發布時間**: 2025-04-02 21:49:10

### 內容

Sold within 10s of market open. The vix was too high for me to this run. My march streak continues into April

https://preview.redd.it/96n1wsk1ffse1.jpg?width=837&format=pjpg&auto=webp&s=232cb8bf6d0569c441c79759cb88b6fb95ada9e7

https://preview.redd.it/wh0hatk1ffse1.jpg?width=763&format=pjpg&auto=webp&s=12d2467052653a005c2147d44cc451b5b0ea3d6f

https://preview.redd.it/0wpnhuk1ffse1.jpg?width=848&format=pjpg&auto=webp&s=22efac46c0388215ed04aab7c4386201af72209c

https://preview.redd.it/zeqy1tk1ffse1.jpg?width=761&format=pjpg&auto=webp&s=13279b73989f9126c519a4c1f90d668fc6da6579

https://preview.redd.it/3uoqhtk1ffse1.jpg?width=782&format=pjpg&auto=webp&s=ecdc8c5277ee56da35f5ebd59a661dad6866a704


### 討論

**評論 1**:

User Report
Total Submissions7First Seen In WSB2 weeks ago
Total Commen```56Previous Best DD
Account Age12 years

Join WSB Discord


**評論 2**:

Fifteen minutes later and you'd be down ten grand instead of up 135k...


**評論 3**:

https://preview.redd.it/bty8jrcamfse1.png?width=1536&format=png&auto=webp&s=0046f13e3199b5cf80d2566d8f4c2aac4b23c0c3


**評論 4**:

Balls of steel would be an understatement.


**評論 5**:

https://preview.redd.it/edo9nhiw0gse1.jpeg?width=1125&format=pjpg&auto=webp&s=4cf16cadfc98fb315dc1db658a2a023319ade0c5


---

## 13. ```
~15k TSLA pu```, holding since 2 month now. Today could be the day.
``` {#13-```
~15k-tsla-pu```-holding-since-2-month-now-t}

The core discussion topic revolves around a user's trading activity and performance, specifically regarding leveraged Tesla (TSLA) options (referred to as "pu```" or "TSLL pu```"). Key points include:  

1. **User's Trading History**: The user has a history of posting on WallStreetBets (WSB) and has submitted 4 posts with 46 comments over 10 months.  
2. **Leveraged Tesla Options**: The discussion focuses on the user's recommendation or experience with TSLL (a 2x leveraged Tesla ETF) options, noting the lower implied volatility (IV) compared to standard options.  
3. **Criticism of Losses**: Commenters question how the user lost money on these trades, given Tesla's price decline from $415 to $225, implying poor timing or strategy.  
4. **Confusion Over Terms**: One comment highlights confusion about the strike price, suggesting the post lacks clarity.  

**Summary**: The thread critiques a trader's leveraged Tesla options strategy, emphasizing their losses and the perceived flaws in their approach, while also touching on the broader culture of speculative trading in WSB.

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jphww7/15k_tsla_puts_holding_since_2_month_now_today/](https://reddit.com/r/wallstreetbets/comments/1jphww7/15k_tsla_puts_holding_since_2_month_now_today/)
- **外部連結**: [https://i.redd.it/vz3ujw6x5dse1.png](https://i.redd.it/vz3ujw6x5dse1.png)
- **發布時間**: 2025-04-02 14:14:33

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 4 | First Seen In WSB | 10 months ago

Total Commen``` | 46 | Previous Best DD |

Account Age | 4 years | |

Join WSB Discord

Buy TSLL pu``` instead. It's 2x leverage but IV is less than double.

Im regarded and cant read this, wheres the strike price

Tesla was dumping the past few months how are u in the red. Genuinely curious

How did you buy pu``` 2 months ago and still managed to fucking lose money? It went from $415 to $225


### 討論

**評論 1**:

User Report
Total Submissions4First Seen In WSB10 months ago
Total Commen```46Previous Best DD
Account Age4 years

Join WSB Discord


**評論 2**:

Buy TSLL pu``` instead. It's 2x leverage but IV is less than double.


**評論 3**:

Im regarded and cant read this, wheres the strike price


**評論 4**:

Tesla was dumping the past few months how are u in the red. Genuinely curious


**評論 5**:

How did you buy pu``` 2 months ago and still managed to fucking lose money? It went from $415 to $225


---

## 14. ```
What Are Your Moves Tomorrow, April 02, 2025
``` {#14-```
what-are-your-moves-tomorrow-april-02-2025
}

由於提供的連結無法直接訪問（可能是格式錯誤或平臺限制），且內容僅提到「This post contains content not supported on old Reddit」，無法從中提取具體的討論主題。以下是可能的推測與建議：

1. **平臺限制問題**：  
   原文可能涉及Reddit新版本（如多媒體、互動內容）才支援的格式，舊版無法顯示。核心主題可能與Reddit的技術更新或用戶體驗差異有關。

2. **子版塊背景推測**：  
   若連結來自「r/wallstreetbets」（知名金融投資討論區），主題可能涉及股票、加密貨幣等市場投機，但需具體內容確認。

3. **建議解決方式**：  
   - 提供完整的正確連結或直接貼出文章內容。  
   - 若無法取得原文，可補充更多上下文（如標題、摘要等）以便進一步分析。

目前僅能判斷「技術限制導致內容無法顯示」是唯一明確資訊。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jp55xt/what_are_your_moves_tomorrow_april_02_2025/](https://reddit.com/r/wallstreetbets/comments/1jp55xt/what_are_your_moves_tomorrow_april_02_2025/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jp55xt/what_are_your_moves_tomorrow_april_02_2025/](https://www.reddit.com/r/wallstreetbets/comments/1jp55xt/what_are_your_moves_tomorrow_april_02_2025/)
- **發布時間**: 2025-04-02 03:57:34

### 內容

This post contains content not supported on old Reddit. Click here to view the full post


### 討論

**評論 1**:

Shwab called me bout my margin and I hung up. Wont be falling for that April fools prank !


**評論 2**:

TSLA ends the day up 3.6% on the strength of "traders staring at each other in confusion, each wondering if one of the others knows something or it was all the fake Buffett story".


**評論 3**:

Born too retarded to make money in the stock market. Also born not retarded enough to make money in the stock market.


**評論 4**:

Tesla will report deliveries of 350000 and half of those was just replacemen``` of the ones that got burned at the dealership


**評論 5**:

Anyone know how tomorrow is going to work? Is it going to be like the opening ceremony to the Olympics, where they will have people come out representing the countries, one by one, and then Trump will announced how much of a tariff they get?


---

## 15. ```
Anyone else get their 3:30p scratch offs?
``` {#15-```
anyone-else-get-their-3-30p-scratch-offs-
`}

這篇短文的核心討論主題是：  
**一名長期參與WallStreetBets（WSB）論壇的用戶，因多次高風險投資失敗（如做空股票導致-99%虧損）而遭其他網友調侃，並被質疑其操作可能涉及市場操縱（如「SEC this m'fer」的諷刺性呼籲）。**  

重點分析：  
1. **用戶背景**：帳號活躍13年，在WSB發佈過4次貼文與295則評論，暗示其為社群資深成員。  
2. **投資爭議**：  
   - 過往操作被揭露「多次成功但反向操作時虧損99%」，凸顯高風險投機行為。  
   - 其他用戶以「SEC this m'fer」暗指其行為可能違規，反映社群對不當操作的敏感。  
3. **社群文化**：  
   - 對話帶有WSB典型的戲謔風格（如「Bro..」開頭、簡短嘲諷回應「yea...-99%」）。  
   - 附圖（未顯示內容）可能進一步強化調侃或證據呈現。  

結論：討論聚焦於該用戶的極端投資結果及社群對其可信度的質疑，同時體現WSB對高風險交易的戲謔批判文化。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jp6hwz/anyone_else_get_their_330p_scratch_offs/](https://reddit.com/r/wallstreetbets/comments/1jp6hwz/anyone_else_get_their_330p_scratch_offs/)
- **外部連結**: [https://i.redd.it/b8qipjfgdase1.jpeg](https://i.redd.it/b8qipjfgdase1.jpeg)
- **發布時間**: 2025-04-02 04:50:30

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 4 | First Seen In WSB | 6 years ago

Total Commen``` | 295 | Previous Best DD |

Account Age | 13 years | |

Join WSB Discord

https://preview.redd.it/elw9tj0sfase1.jpeg?width=565&format=pjpg&auto=webp&s=fdc192bbfb0d41599e6fb52f927e66e1dcc513de

Bro.. how many times have you done this successfully?

yea

except the other direction

-99%

SEC this m'fer.


### 討論

**評論 1**:

User Report
Total Submissions4First Seen In WSB6 years ago
Total Commen```295Previous Best DD
Account Age13 years

Join WSB Discord


**評論 2**:

https://preview.redd.it/elw9tj0sfase1.jpeg?width=565&format=pjpg&auto=webp&s=fdc192bbfb0d41599e6fb52f927e66e1dcc513de


**評論 3**:

Bro.. how many times have you done this successfully?


**評論 4**:

yea

except the other direction

-99%


**評論 5**:

SEC this m'fer.


---

## 16. ```
Starting the year strong with -$10,000 in deductions
``` {#16-```
starting-the-year-strong-with-10-000-in-ded}

這篇文章的核心討論主題是 **散戶投資者的虧損經驗與相關的稅務問題**，主要體現在以下幾點：  

1. **投資虧損的分享**：  
   - 用戶提到「短期資本損失每年只能扣除3,000美元」，顯示其在短線交易（如WSB常見的迷因股或高風險操作）中遭受虧損，並討論稅務申報的限制。  

2. **社群互動與自嘲語氣**：  
   - 文中穿插輕鬆的日常情境（如「在Del Taco吃捲餅」）和自嘲（如「啊，我還得報稅」），反映散戶投資者在虧損後的調侃態度，符合WallStreetBets（WSB）社群的幽默文化。  

3. **圖像與數據的輔助說明**：  
   - 附上的圖片可能與交易損益或稅務文件相關，進一步強化「投資損失」與「報稅困擾」的主題。  

總結：文章並非嚴肅的市場分析，而是以戲謔方式呈現散戶投資的現實面（虧損與稅務），並透過社群互動（如Discord連結）強化WSB的集體參與感。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jprlzj/starting_the_year_strong_with_10000_in_deductions/](https://reddit.com/r/wallstreetbets/comments/1jprlzj/starting_the_year_strong_with_10000_in_deductions/)
- **外部連結**: [https://i.redd.it/6ryi1o0byfse1.jpeg](https://i.redd.it/6ryi1o0byfse1.jpeg)
- **發布時間**: 2025-04-02 23:36:18

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 10 | First Seen In WSB | 2 years ago

Total Commen``` | 128 | Previous Best DD |

Account Age | 4 years | |

Join WSB Discord

https://preview.redd.it/wvx0tppuzfse1.jpeg?width=3024&format=pjpg&auto=webp&s=440a796f4e2b9f7007c20af26fcca90ed771aa05

Everything will be fine. Im at Del taco getting a burrito right now.

You can only deduct 3k short term capital losses per year.

https://preview.redd.it/upycbd3myfse1.jpeg?width=524&format=pjpg&auto=webp&s=b983e80c20a27e5c2d2423fe014ad17481c29acd

Ah shit, reminds me I still gotta do my taxes


### 討論

**評論 1**:

User Report
Total Submissions10First Seen In WSB2 years ago
Total Commen```128Previous Best DD
Account Age4 years

Join WSB Discord


**評論 2**:

https://preview.redd.it/wvx0tppuzfse1.jpeg?width=3024&format=pjpg&auto=webp&s=440a796f4e2b9f7007c20af26fcca90ed771aa05

Everything will be fine. Im at Del taco getting a burrito right now.


**評論 3**:

You can only deduct 3k short term capital losses per year.


**評論 4**:

https://preview.redd.it/upycbd3myfse1.jpeg?width=524&format=pjpg&auto=webp&s=b983e80c20a27e5c2d2423fe014ad17481c29acd


**評論 5**:

Ah shit, reminds me I still gotta do my taxes


---

## 17. Chinese firms place $16 billion in order for new Nvidia chips in the first 3 months of 2025, the Information repor``` \{#17-chinese-firms-place-16-billion-in-order-for-new}

這篇文章的核心討論主題是：  
**市場對Nvidia股價的炒作與基本面脫鉤現象**，具體聚焦於以下幾點：  

1. **股價與新聞的無關性**  
   - 作者質疑「正面新聞」對Nvidia股價的影響，指出市場操縱（如做市商和對沖基金通過期權或槓桿交易影響價格）才是主因，而非公司實際營運表現。  

2. **市值與現實脫節**  
   - 強調Nvidia、Tesla這類高流量個股的市值是「虛構概念」，股價高低（如$50或$5000）與企業真實價值無直接關聯，因它們被廣泛納入指數且交易量龐大。  

3. **業績持續強勁的反駁**  
   - 反駁看空論點（如中國市場僅占5%營收的擔憂），指出Nvidia需求未減（如DeepSeek發布後訂單增加），且產能供不應求，質疑市場「過度恐慌」的合理性。  

4. **市場非理性與監管缺失**  
   - 批評散戶和媒體缺乏專業判斷（如對資本支出的誤解），並暗指當前市場缺乏監管，導致資金流向非理性炒作。  

5. **地緣政治因素的輕視**  
   - 留言中提及「制裁」等外部風險，但主文認為這類因素對Nvidia影響有限（如中國營收損失可迅速由其他市場彌補）。  

**總結**：文章核心在揭露市場對Nvidia的投機行為與基本面脫鉤，並抨擊散戶、媒體及機構在缺乏監管下的非理性操作。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpv6ez/chinese_firms_place_16_billion_in_order_for_new/](https://reddit.com/r/wallstreetbets/comments/1jpv6ez/chinese_firms_place_16_billion_in_order_for_new/)
- **外部連結**: [https://www.reuters.com/technology/chinese-firms-place-16-billion-order-new-nvidia-chips-information-reports-2025-04-02/](https://www.reuters.com/technology/chinese-firms-place-16-billion-order-new-nvidia-chips-information-reports-2025-04-02/)
- **發布時間**: 2025-04-03 01:58:15

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 4 | First Seen In WSB | 6 months ago

Total Commen``` | 378 | Previous Best DD |

Account Age | 8 years | |

Join WSB Discord

this is great news!

as a result the stock should go down a minimum of 5%

Do people still not understand news (I should say positive news since FUD dipshit articles get dropped every other day with no sources) has no impact on this stock. It's literally just how much can MM's and hedgies make off moving it from options/getting overleveraged retards margin called.

The price of the ticker is irrelevant. It could be $50 or $5000 for companies like Nvidia or Tesla. Market cap is an imaginary concept for these types of companies that are main stream popular and traded on high volume. Especially since Nvidia is in every fucking index ever including the Dow.

Nothing indicates Nvidia's pace is slowing down. In fact more chips, as well as orders from NEW customers, have been ordered since DeepSeek was released than before, yet clown propaganda would suggest the sky has fallen. It's what happens when the unintelligent retards have the money and the market no longer has regulation.

"omg, china accoun for 5% of Nvidia's revenue!!! we r going to sankhun them11!!11". Yes retards, 5% of SOLD OUT REVENUE that can be recouped by selling within the US instantly. Every other day some huge CEO is begging for more GPU's on twitter and morons still think they know more about capex then the people running the companies LMAO.

Mango wont like this lol

Arent there like sanctions in place?


### 討論

**評論 1**:

User Report
Total Submissions4First Seen In WSB6 months ago
Total Commen```378Previous Best DD
Account Age8 years

Join WSB Discord


**評論 2**:

this is great news!

as a result the stock should go down a minimum of 5%


**評論 3**:

Do people still not understand news (I should say positive news since FUD dipshit articles get dropped every other day with no sources) has no impact on this stock. It's literally just how much can MM's and hedgies make off moving it from options/getting overleveraged retards margin called.

The price of the ticker is irrelevant. It could be $50 or $5000 for companies like Nvidia or Tesla. Market cap is an imaginary concept for these types of companies that are main stream popular and traded on high volume. Especially since Nvidia is in every fucking index ever including the Dow.

Nothing indicates Nvidia's pace is slowing down. In fact more chips, as well as orders from NEW customers, have been ordered since DeepSeek was released than before, yet clown propaganda would suggest the sky has fallen. It's what happens when the unintelligent retards have the money and the market no longer has regulation.

"omg, china accoun for 5% of Nvidia's revenue!!! we r going to sankhun them11!!11". Yes retards, 5% of SOLD OUT REVENUE that can be recouped by selling within the US instantly. Every other day some huge CEO is begging for more GPU's on twitter and morons still think they know more about capex then the people running the companies LMAO.


**評論 4**:

Mango wont like this lol


**評論 5**:

Arent there like sanctions in place?


---

## 18. ```
Rivian pos``` sharp fall in quarterly deliveries as soft demand weighs
``` {#18-```
rivian-pos```-sharp-fall-in-quarterly-deliv}

這篇短文的核心討論主題是 **股票市場對負面消息的反應差異**，特別是聚焦於兩家電動車公司（Rivian 和 Tesla）在類似情境下的股價表現對比。  

1. **主要對比重點**：  
   - Rivian 在負面消息後股價下跌（-6.5%），而 Tesla 在負面消息後反而上漲（+10% 盤前漲幅）。  
   - 暗示市場對這兩家公司的「預期」和「信心」存在顯著差異，可能反映投資者對 Tesla 長期前景的樂觀，或對 Rivian 的短期疑慮。  

2. **次要討論**：  
   - 數據解讀：部分用戶認為 Rivian 的跌幅雖小，但關鍵在於未來產品（如 R2 車型）的成敗（「*all noise until then*」）。  
   - 附帶的圖片（連結未顯示內容）可能進一步強化股價波動的視覺化分析。  

3. **背景暗示**：  
   - 文章出自 WallStreetBets（WSB）相關論壇，顯示討論帶有散戶投資或短線交易的視角，可能涉及市場情緒、軋空或迷因股（meme stock）效應。  

**總結**：核心在於「市場對企業負面消息的反應差異」，並延伸至投資者對不同公司基本面的預期心理。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jps2rr/rivian_posts_sharp_fall_in_quarterly_deliveries/](https://reddit.com/r/wallstreetbets/comments/1jps2rr/rivian_posts_sharp_fall_in_quarterly_deliveries/)
- **外部連結**: [https://finance.yahoo.com/news/rivian-reports-fall-first-quarter-123133853.html](https://finance.yahoo.com/news/rivian-reports-fall-first-quarter-123133853.html)
- **發布時間**: 2025-04-02 23:55:43

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 10 | First Seen In WSB | 3 weeks ago

Total Commen``` | 187 | Previous Best DD |

Account Age | 3 weeks | |

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Rivian on bad news: -6.5

Tesla on bad news: +10 from premarket

Sharp fall but exceeded expectations . I realize its not a big number but r2 is the big bet so its all noise until then

0_____0

https://preview.redd.it/llhzx8tb3gse1.jpeg?width=500&format=pjpg&auto=webp&s=bf71e65c1eb9d740a3cec0605b8c15422b99a8f9


### 討論

**評論 1**:

User Report
Total Submissions10First Seen In WSB3 weeks ago
Total Commen```187Previous Best DD
Account Age3 weeks

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**評論 2**:

Rivian on bad news: -6.5

Tesla on bad news: +10 from premarket


**評論 3**:

Sharp fall but exceeded expectations . I realize its not a big number but r2 is the big bet so its all noise until then


**評論 4**:

0_____0


**評論 5**:

https://preview.redd.it/llhzx8tb3gse1.jpeg?width=500&format=pjpg&auto=webp&s=bf71e65c1eb9d740a3cec0605b8c15422b99a8f9


---

## 19. ```
End of march bounce, thanks bears
``` {#19-```
end-of-march-bounce-thanks-bears
```}

這段文字的核心討論主題是：  
**一名用戶在WallStreetBets（WSB）論壇上的交易活動與社群反應**，具體聚焦於：  
1. **高風險短線交易**（如「DTEs with 2 hours left」指到期時間僅剩2小時的期權交易）。  
2. **社群對大膽操作的評價**（如「balls move」的稱讚與「ROI crazy」的收益討論）。  
3. **新用戶的參與動態**（帳號僅註冊2個月，過往缺乏深度分析紀錄）。  

附帶提及WSB社群的互動文化（如Discord連結、挑釁性語氣「Dare you to repeat it」）。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jp8ac8/end_of_march_bounce_thanks_bears/](https://reddit.com/r/wallstreetbets/comments/1jp8ac8/end_of_march_bounce_thanks_bears/)
- **外部連結**: [https://www.reddit.com/gallery/1jp8ac8](https://www.reddit.com/gallery/1jp8ac8)
- **發布時間**: 2025-04-02 06:05:29

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 3 | First Seen In WSB | 2 months ago

Total Commen``` | 5 | Previous Best DD |

Account Age | 2 months | |

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Dare you to repeat it tomorrow.

DTEs with 2 hours left? you belong here

ROI on these was crazy

Honestly Im not even mad you deserve that for such a ballsy move


### 討論

**評論 1**:

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Total Submissions3First Seen In WSB2 months ago
Total Commen```5Previous Best DD
Account Age2 months

Join WSB Discord


**評論 2**:

Dare you to repeat it tomorrow.


**評論 3**:

DTEs with 2 hours left? you belong here


**評論 4**:

ROI on these was crazy


**評論 5**:

Honestly Im not even mad you deserve that for such a ballsy move


---

## 20. ```
April green. Or red.
``` {#20-```
april-green-or-red-
```}

這篇文章的核心討論主題是 **用戶在論壇（如WallStreetBets, WSB）中對市場或歷史事件的比喻性討論**，尤其是將當前市場狀況與過去的重大經濟或政治時期（如1988年、1932年、2020年4月等）進行對比或聯想。  

具體要點包括：  
1. **歷史類比**：用戶用「1988」「1932」「Pre-WW3」等標籤，暗示當前市場可能重演過去的經濟動盪或危機模式。  
2. **市場情緒**：例如「2020年4月至年底」的提及，可能指向疫情初期市場波動後的復甦，反映對類似行情的期待或擔憂。  
3. **社群互動**：內容出自WSB（以散戶投機文化聞名），顯示用戶傾向以戲謔或誇張的比喻討論市場趨勢。  

總結：文章並非嚴肅分析，而是透過歷史/戰爭隱喻，表達對市場不確定性的調侃或警示，核心在於 **散戶社群對極端市場情境的集體聯想與情緒宣洩**。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jp617b/april_green_or_red/](https://reddit.com/r/wallstreetbets/comments/1jp617b/april_green_or_red/)
- **外部連結**: [https://i.redd.it/3jy7eug4aase1.jpeg](https://i.redd.it/3jy7eug4aase1.jpeg)
- **發布時間**: 2025-04-02 04:31:49

### 內容

User Report| | | |

:--|:--|:--|:--

Total Submissions | 3 | First Seen In WSB | 7 months ago

Total Commen``` | 51 | Previous Best DD |

Account Age | 4 years | |

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Could be like 1988

Current time period should be relabelled Pre WW3

Looks like 1932 is back on the menu Boyz!!

gimme some of that 2020 April to EOY, please


### 討論

**評論 1**:

User Report
Total Submissions3First Seen In WSB7 months ago
Total Commen```51Previous Best DD
Account Age4 years

Join WSB Discord


**評論 2**:

Could be like 1988


**評論 3**:

Current time period should be relabelled Pre WW3


**評論 4**:

Looks like 1932 is back on the menu Boyz!!


**評論 5**:

gimme some of that 2020 April to EOY, please


---

## 21. ```
Nvidia-backed CoreWeave is the biggest U.S. tech IPO since 2021
``` {#21-```
nvidia-backed-coreweave-is-the-biggest-u-s-}

這篇文章的核心討論主題是 **CoreWeave（股票代碼：$CRWV）的首次公開募股（IPO）及其作為AI雲服務提供商的投資潛力與風險**。具體重點包括：

1. **公司背景與IPO概況**  
   - CoreWeave是Nvidia支持的雲端AI服務供應商，屬於首批「純AI概念」的IPO企業。  
   - 主要投資者包括Nvidia（以2.5億美元錨定IPO）、Fidelity和Magnetar。  
   - 募資規模達15億美元，為美國科技業自2021年以來最大IPO。

2. **財務表現與成長性**  
   - 營收快速增長（年增737%至19.2億美元），但同時存在淨虧損（8.63億美元）。  
   - 客戶集中度高（微軟占營收62%），其他客戶包含Meta、IBM等科技巨頭。

3. **市場反應與投資策略**  
   - IPO定價低於預期區間（首日開盤39美元，收盤40美元），且上市當天納斯達克指數下跌3%。  
   - 作者認為短期期權（IV高達170%）風險過高，傾向長期持股，並提醒讀者自行研究（DYOR）。  
   - 揭露個人持倉（500股，均價54美元），暗示對中長期發展的看好。

**總結**：文章聚焦於CoreWeave的IPO基本面、爆發性成長背後的財務風險，以及市場初期波動下的投資策略評估，核心在於分析這家AI新創的長期價值與短期交易風險。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jppc69/nvidiabacked_coreweave_is_the_biggest_us_tech_ipo/](https://reddit.com/r/wallstreetbets/comments/1jppc69/nvidiabacked_coreweave_is_the_biggest_us_tech_ipo/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jppc69/nvidiabacked_coreweave_is_the_biggest_us_tech_ipo/](https://www.reddit.com/r/wallstreetbets/comments/1jppc69/nvidiabacked_coreweave_is_the_biggest_us_tech_ipo/)
- **發布時間**: 2025-04-02 22:02:57

### 內容

We've got a fresh IPO that just hit Nasdaq last Friday and options already trade on this! CoreWeave / $CRWV is a Nvidia-backed cloud AI services provider. $CRWV is one of the first pure-play AI IPOs, offering AI technology in the cloud. It's backers: Nvidia, Fidelity, and Magnetar. Nvidia even anchored the IPO with a $250 million order.

Financials: CoreWeave raised $1.5 billion in i``` IPO, the most for a U.S. tech offering since 2021. Revenue last year was $1.92 billion, up 737% from the year before. Growth is undeniable, but there's also a net loss of $863 million reported last year. (D'uh).

Strong Customer Base: Microsoft, Meta, IBM, and Cohere are all customers. Microsoft alone accoun``` for 62% of CoreWeave's revenue.

The IPO priced below the expected range, opening at $39 and closing at $40. Friday was a shitty day (-3% nasdaq) to IPO.

So, what's the play?

This isn't a short-term YOLO imho, IV is so high it's only good for writing pu```. Shares for me, but you do you. Also do your own DD, obviously. Current market price is still kinda close to IPO range.

Positions: 500 shares @ about $54. IV is 170% for April, so good luck if you buy options on this, you'll need it.


### 討論

**評論 1**:

User Report
Total Submissions10First Seen In WSB8 years ago
Total Commen```3104Previous Best DD
Account Age8 years

Join WSB Discord


**評論 2**:

$30 by Friday. They screwed up letting options avaliable to fast. That's another reasons Newmax is so high right now because you can't short it.


**評論 3**:

Ai...cloud...

So it's like Amazon?


**評論 4**:

So the company spent $2B to make $1.9B in revenue?


**評論 5**:

Pu. They have 1 client that is 70% of revenue & that client is distancing away from them. They also have a older generation of GPU's so they have asse but they need a lot of money to move away from the gpus


---

## 22. ```
With a 225% return, at the end of the day, I made a 0DET
QQQ call for $10,000 at the end of the day!
Good Day
``` {#22-```
with-a-225-return-at-the-end-of-the-day-i-m}

這篇文章的核心討論主題是：  
**一名散戶投資者在短線交易（0DTE期權）中的失敗經驗與情緒反應**，具體聚焦於以下幾點：  

1. **交易操作細節**：  
   - 提及在SPY（標普500 ETF）的0天到期期權（0DTE）中買入$560看漲期權（Call），但因停損（stopped out）提前平倉，錯過後續大幅上漲行情。  
   - 強調對價格反彈至前高（$560.70）的預判失誤，導致損失。  

2. **情緒表達**：  
   - 使用「stings」（刺痛）、「Very very gu```y!!!!」（推測為「guilty」自責或「gutted」懊悔）等詞彙，反映強烈的懊惱與自責情緒。  
   - 未完整語句（如「What happened at the end of the day」）可能暗示對市場尾盤突變的困惑或不甘。  

3. **社群背景**：  
   - 發佈於WSB（WallStreetBets）相關平臺，符合該社群高風險、短線交易的討論文化。  
   - 用戶歷史數據（如3年帳號、7次發文）顯示其為長期參與者，但未提及過往成功分析（「Previous Best DD」欄位空白），可能強化本次失敗的挫折感。  

**總結**：文章並非深入分析市場或策略，而是以個人敘事形式，呈現短線投機中的情緒化反應與即時決策失誤，符合散戶在極高波動交易中的典型心態。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jp5xyk/with_a_225_return_at_the_end_of_the_day_i_made_a/](https://reddit.com/r/wallstreetbets/comments/1jp5xyk/with_a_225_return_at_the_end_of_the_day_i_made_a/)
- **外部連結**: [https://www.reddit.com/gallery/1jp5xyk](https://www.reddit.com/gallery/1jp5xyk)
- **發布時間**: 2025-04-02 04:28:18

### 內容

User Report| | | |

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Total Commen``` | 25 | Previous Best DD |

Account Age | 3 years | |

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Wendy's job application by EOW

I got stopped out on 0DTE SPY $560Cs ~20 min before that massive rip upwards because I was fairly confident we'd retest yesterday's high at $560.70. I didn't have 52 of them, but it still stings

!

Very very gu```y!!!!

What happened at the end of the day


### 討論

**評論 1**:

User Report
Total Submissions7First Seen In WSB3 months ago
Total Commen```25Previous Best DD
Account Age3 years

Join WSB Discord


**評論 2**:

Wendy's job application by EOW


**評論 3**:

I got stopped out on 0DTE SPY $560Cs ~20 min before that massive rip upwards because I was fairly confident we'd retest yesterday's high at $560.70. I didn't have 52 of them, but it still stings

!


**評論 4**:

Very very gu```y!!!!


**評論 5**:

What happened at the end of the day


---

## 23. ```
Eye of the Strom (JWN) - What's going on? Is there some pre-market options trading going on so I can't sell? Wen Lambo?
``` {#23-```
eye-of-the-strom-jwn-what-s-going-on-is-the}

這篇討論的核心主題圍繞以下幾點：  

1. **用戶參與數據的異常**：表格顯示的「Total Submissions」（提交總數）與「Total Comments」（評論總數）等數據可能引發對帳號活動真實性或系統錯誤（如「Is this a glitch?」）的疑問。  

2. **Nordstrom 股票收購案的影響**：討論中提到 Nordstrom 普通股股東將以每股 24.25 美元現金被收購，但用戶持有的選擇權（calls）執行價高於此價格，暗示這些選擇權可能失去價值，引發對投資策略的質疑。  

3. **市場行為與社群反應**：簡短的回應（如「Soon」）和刪除的內容（[deleted]）反映 WallStreetBets（WSB）社群對股價變動或收購消息的即時、情緒化反應，可能涉及投機或調侃。  

**總結**：核心討論聚焦於「數據異常的可能性」與「Nordstrom 收購案對選擇權持有者的潛在負面影響」，並呈現 WSB 社群典型的簡短、非正式互動風格。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpm0xe/eye_of_the_strom_jwn_whats_going_on_is_there_some/](https://reddit.com/r/wallstreetbets/comments/1jpm0xe/eye_of_the_strom_jwn_whats_going_on_is_there_some/)
- **外部連結**: [https://i.redd.it/vcuvjz38nese1.png](https://i.redd.it/vcuvjz38nese1.png)
- **發布時間**: 2025-04-02 19:14:48

### 內容

User Report| | | |

:--|:--|:--|:--

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Total Commen``` | 9 | Previous Best DD |

Account Age | 2 years | |

Join WSB Discord

Is this a glitch?

>Nordstrom common shareholders will receive $24.25 in cash for each share of Nordstrom common stock they hold.

You do know all your calls are above that price... right?

Soon

[deleted]


### 討論

**評論 1**:

User Report
Total Submissions5First Seen In WSB1 month ago
Total Commen```9Previous Best DD
Account Age2 years

Join WSB Discord


**評論 2**:

Is this a glitch?


**評論 3**:

>Nordstrom common shareholders will receive $24.25 in cash for each share of Nordstrom common stock they hold.

You do know all your calls are above that price... right?


**評論 4**:

Soon


**評論 5**:

[deleted]


---

## 24. ```
NVDA and "Liberation Day"
``` {#24-```
nvda-and-liberation-day-
```}

這組對話的核心討論主題圍繞以下幾點：  

1. **NVIDIA（NVDA）的看漲前景**：  
   - 主要論點基於美國政府對本土半導體產業和AI發展的支持，認為關稅只是短期談判手段，不影響長期發展。  
   - 作者持有NVDA的長期看漲期權（LEAPS），並提及「Liberation Day」可能暗示短期催化劑（如財報或政策公告）。  

2. **市場分歧與質疑**：  
   - 部分用戶質疑NVDA的漲勢合理性（如「若所有人都看漲，為何還能上漲？」），反映市場對估值或趨勢可持續性的擔憂。  
   - 另一觀點認為NVDA仍處下跌趨勢，預測股價可能先跌至97美元後才反彈。  

3. **作者的投資策略與風險**：  
   - 作者同時持有看漲NVDA和看跌SPY（標普500指數）的組合，但SPY部位目前虧損，凸顯高風險性。  
   - 對話提醒需謹慎評估此策略，因多空部位相互抵消且波動性大。  

**總結**：討論聚焦於NVDA的短期與長期走勢分歧、政策與市場情緒的影響，以及高風險衍生品策略的潛在利弊。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpj2kz/nvda_and_liberation_day/](https://reddit.com/r/wallstreetbets/comments/1jpj2kz/nvda_and_liberation_day/)
- **外部連結**: [https://www.reddit.com/gallery/1jpj2kz](https://www.reddit.com/gallery/1jpj2kz)
- **發布時間**: 2025-04-02 15:39:20

### 內容

TLDR

Ticker: NVDA

Direction: Up

Prognosis: Bullish on NVDA due to US government support for domestic semiconductor industry and AI development. Tariffs are seen as a negotiating tactic, not a long-term barrier.

Author's Position: Long NVDA LEAPS (100 strike, 6/2026) and Bearish SPY Iron Condor (520-580, 20 wide, 5/16/25). Note that the SPY position is currently significantly underwater.

Bonus: Tomorrow is "Liberation Day" for NVDA (according to the OP).

Bonus 2: Author's positions show significant losses currently on SPY, but a large profit on the NVDA LEAPS. Proceed with caution; this is a high-risk strategy.

That makes sense

But Trump doesn't so, godspeed

How can NvDA go up of everyone thinks i``` going up??

Well, your spy may counter your call some what.

Why is everybody buying a stock that is still clearly in a down trend? NVIDIA will go to 97$ before it will slowly climb it's way up.


### 討論

**評論 1**:

TLDR

Ticker: NVDA

Direction: Up

Prognosis: Bullish on NVDA due to US government support for domestic semiconductor industry and AI development. Tariffs are seen as a negotiating tactic, not a long-term barrier.

Author's Position: Long NVDA LEAPS (100 strike, 6/2026) and Bearish SPY Iron Condor (520-580, 20 wide, 5/16/25). Note that the SPY position is currently significantly underwater.

Bonus: Tomorrow is "Liberation Day" for NVDA (according to the OP).

Bonus 2: Author's positions show significant losses currently on SPY, but a large profit on the NVDA LEAPS. Proceed with caution; this is a high-risk strategy.


**評論 2**:

That makes sense

But Trump doesn't so, godspeed


**評論 3**:

How can NvDA go up of everyone thinks i``` going up??


**評論 4**:

Well, your spy may counter your call some what.


**評論 5**:

Why is everybody buying a stock that is still clearly in a down trend? NVIDIA will go to 97$ before it will slowly climb it's way up.


---

## 25. ```
Robinhood is the best stock on the market with the most upside potential.
``` {#25-```
robinhood-is-the-best-stock-on-the-market-w}

這篇文章的核心討論主題是：  
**作者強烈看好Robinhood（HOOD）的股票前景，並提出多項理由支持其潛在的高成長性與投資價值**。  

### 主要論點總結：  
1. **業務模式與成長潛力**：  
   - Robinhood的訂閱制（Gold會員）用戶數大幅成長（從150萬增至320萬），顯示商業模式成功。  
   - 公司持續擴展金融服務（如現金交付、即時轉帳、信用卡、高息現金帳戶等），目標成為用戶的「一站式金融平台」。  

2. **市場機會與估值**：  
   - 作者認為Robinhood市值僅370億美元，相較於潛在成長（如達到1兆美元）有巨大上漲空間（「30-bagger」）。  
   - 與特斯拉（TSLA）被納入S&P 500前的狀況類比，預期HOOD也可能因納入指數而暴漲。  

3. **財務表現與催化劑**：  
   - 強調公司已連續超越財報預期，並預期即將公布的財報再次亮眼。  
   - 機構支持：如Cathie Wood的ARK基金大額買入，分析師給予105美元的目標價。  

4. **創新與趨勢結合**：  
   - 整合AI技術、推出預測市場（賭博性質產品），並在熊市中仍能透過手續費和訂閱制盈利。  
   - 瞄準「世代財富轉移」，吸引千禧世代和Z世代用戶。  

5. **技術面與市場情緒**：  
   - 作者認為HOOD與SPY（標普500指數）呈現槓桿式連動，且短期可能因聯準會主席談話（JPOW）或關稅政策明朗化而上漲。  

### 結論：  
作者將Robinhood視為當前市場中極具爆發力的成長股，甚至可能成為「下一個NVIDIA或特斯拉」，並呼籲投資者關注其短期價格波動與長期潛力。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpcpua/robinhood_is_the_best_stock_on_the_market_with/](https://reddit.com/r/wallstreetbets/comments/1jpcpua/robinhood_is_the_best_stock_on_the_market_with/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jpcpua/robinhood_is_the_best_stock_on_the_market_with/](https://www.reddit.com/r/wallstreetbets/comments/1jpcpua/robinhood_is_the_best_stock_on_the_market_with/)
- **發布時間**: 2025-04-02 09:30:06

### 內容

Link to my YOLO: https://www.reddit.com/r/wallstreetbe/commen/1jn39s8/if_hood_goes_to_100_by_the_end_of_june_ill_donate/

I didn't get to post my DD with my YOLO because I failed a ban bet. Also I forgot to put it in the post.

Last weeks gold event:https://www.youtube.com/watch?v=JdFjAhDP3sM&ab_channel=Robinhood

TLDR: IMO Robinhood is the best stock on the market right now with a great business model and the best team and has the most upside potential, even during a market downturn.

They had 1.5 million gold subscribers at $5/month last year. Now MORE THAN DOUBLED TO 3.2 MILLION.

Robinhood has the potential to become the next trillion-dollar company. Everyone is always looking for the next stock that will have NVDA or TSLA-like growth and I have good reason to believe that Robinhood is the one. Literally a 30-bagger since theyre at $37 billion, which is NOTHING. For example, about $1 trillion flew out of Nvidia in like a month and Robinhood only needs around $55 billion more to reach $100/share. They actually have a good business model leading the great leap forward in transforming finance with a CEO that is already mainstream. Man is on CNBC last week:https://www.youtube.com/watch?v=MpoKCzJVrU0&ab_channel=CNBCTelevision

They are going to smash earnings again IMO. Been taking money hand over fist. They already smashed earnings last quarter.

Id say that inclusion into the S&P 500 is on the horizon. They just missed it last quarter but I see no reason why they cant be in this quarter with a lot of stocks tanking. And we all know what happened when TSLA was put into the S&P 500 with a similarly well-known CEO known as the Elongated Muskrat. ROCKET EMOJI.

Robinhood is overhauling everything with their services, including the use of AI. Thats right. The AI buzzword. They cap their fees at $250/year for investment advisor systems.

Cash delivery? Bruh Im never going to an ATM again:https://robinhood.com/us/en/banking/

They have 12 partner banks so FDIC insurance is $2.5 million with them instead of $250,000:https://robinhood.com/us/en/gold/

Robinhood is now VENMO/Apple Pay. You can send money to people instantly:https://robinhood.com/us/en/banking/

Robinhood makes money on everything. Options, crypto, and now even straight-up gambling with prediction marke```. Even in a terrible market they still make money on fees and subscriptions.

I don't really care about any litigation involving prediction marke``` and I don't think anyone else does either. Gambling always wins.

Cathie Wood bought like $25 million recently (Now holds 5% of ARKKs holdings, TSLA is 11% for reference) and it was given a price target of $105 last week:https://www.investing.com/news/analyst-ratings/bernstein-maintains-robinhood-outperform-rating-105-target-93CH-3951578

IRA contribution and 401k transfer match is literally a money magnet.

People will live their entire financial lives through Robinhood. They have high-yield interest rates on uninvested cash and have a debit card. Kind of like how people use WeChat for everything.

They also have a credit card with 3% cash back on EVERYTHING (best on the market from what Ive seen) = more money.

Great Wealth Transfer putting trillions of dollars in Millennials and Gen Z hands, going straight to RH for gambling, and especially on this sub.

Robinhood is honestly like a 7x leveraged SPY imo. Every time SPY is up 1% Robinhood is up 7%, and vice versa with the same chart pattern. SPY really only needs to go to 570 for HOOD to go to $50 from $42. $50 by the end of the week bc we will get the clarity from the big dude tomorrow.

Easy to use platform.

I am also predicting we have a face-ripping rally on liberation day because no one gives a fuck about tariffs. This is all about selling the rumor and buying the news so we all have certainty. JPOW also speaks Friday so my boy is going to pump it up.

Probably some more stuff I missed but in this shit hole of a market this is the stock I choose. Robinhood, I CHOOSE YOU!


### 討論

**評論 1**:

User Report
Total Submissions10First Seen In WSB3 years ago
Total Commen```81Previous Best DD
Account Age3 years

Join WSB Discord


**評論 2**:

>Cathie Wood bought like $25 million recently (Now holds 5% of ARKKs holdings

oof.


**評論 3**:

Whew.....HOOD is on my radar as well, but I was unsure whether to pull the trigger on calls. Now that I see people here passionately support the stock, I know pu``` are the way to go


**評論 4**:

I think theyre making a killing on all the fees from the NCAA mens & womens tournamen```. Just think if they added NFL games in the fall.


**評論 5**:

According to Robin Hood


---

## 26. The only play is Longs today after the tariffs announcemen``` \{#26-the-only-play-is-longs-today-after-the-tariffs-}

這篇文章的核心討論主題是關於「關稅政策對市場短期交易的影響及應對策略」。作者主要分析了以下幾點：

1. **關稅影響已被市場消化**：認為目前的關稅消息已反映在股價中，短期內不建議進一步做空市場。  
2. **政策不確定性與風險評估**：若關稅力度低於預期，市場衝擊可能有限；只有當政策「遠比預期嚴重」時，才值得考慮做空。  
3. **短期交易機會**：建議等待政策宣布後，觀察市場觸底反彈的信號（尤其是弱勢股或指數），利用空頭回補（short covering）的快速反彈進行交易。  
4. **長期看法**：強調當前並非中長期底部，短期操作應聚焦新聞事件後的技術性反轉，而非盲目做空。  

總結來說，文章聚焦於「如何根據關稅政策的實際公布情況，制定短線交易策略」，並強調風險與回報的平衡。

- **Reddit 連結**: [https://reddit.com/r/wallstreetbets/comments/1jpkj7x/the_only_play_is_longs_today_after_the_tariffs/](https://reddit.com/r/wallstreetbets/comments/1jpkj7x/the_only_play_is_longs_today_after_the_tariffs/)
- **外部連結**: [https://www.reddit.com/r/wallstreetbets/comments/1jpkj7x/the_only_play_is_longs_today_after_the_tariffs/](https://www.reddit.com/r/wallstreetbets/comments/1jpkj7x/the_only_play_is_longs_today_after_the_tariffs/)
- **發布時間**: 2025-04-02 17:32:10

### 內容

Tariffs are already priced in at this point so I wouldn't bother shorting the market any further in the short term. There is a good chance that the Trump will only tariff certain things making the short term economic blow less impactful. If the market continues to dump after the announcement, I wouldn't short anything as the risk to reward just isn't there. The only way I would short anything further would be if the tariffs are way worse than expected. I highly doubt this will be the case as he isn't going to want to worsen inflation and crash the marke``` .

Wait until the announcement is over and watch for very short term bottoming signs of your favorite shitty stock or index. Once it reverses, people will get spooked out of their shor``` and the stock will start to cover very fast.

WORKS CITED: ......

EDIT: I don't think this is the bottom long or medium term. I think it is dumb to look for shor``` here over the next 1 week. Play the reversal/ short covering once the news plays out.


### 討論

**評論 1**:

User Report
Total Submissions10First Seen In WSB2 years ago
Total Commen```809Previous Best DD
Account Age7 years

Join WSB Discord


**評論 2**:

Whow! Priced in without details... Supply chain (time, cos```, Cash flow, offer/sales...) counter tarifs.. can be much worse yet. Volatility is hiiiiigh. ... Good luck though, it is a bet after all


**評論 3**:

He isnt going to want to worsen inflation and crash the marke```

Oh you sweet summer child !


**評論 4**:

Pu``` it is


**評論 5**:

You claim "Tariffs are already priced in" Then you state "If the market continues to dump after the announcement..."

If tariffs are priced in, then why would the market dump after a Tariff announcement?


---

# 總體討論重點

以下是26篇文章的討論重點條列式總結，並附上對應的文章錨點連結：

---

### 1. [Twas the Night Before Tariffs](#anchor_1)
1. **關稅實施的衝擊**  
   - 美國對鋼鐵、鋁加徵關稅，引發市場恐慌（股市波動、產業受影響如汽車、科技）。  
2. **聯準會的角色**  
   - 鮑威爾發言安撫市場，暗示利率上升，市場情緒從恐慌轉為樂觀。  
3. **交易者行為諷刺**  
   - 以詩歌形式諷刺市場過度反應，呼籲避險策略。  

---

### 2. [Tesla first quarter deliveries](#anchor_2)
1. **交付量衰退**  
   - Q1交付量336,681輛（預期37萬+），年減15%，引發增長疑慮。  
2. **會計操作爭議**  
   - 暗示數據可能美化（如欄目轉移）。  
3. **估值泡沫批評**  
   - 諷刺市場將特斯拉與非核心業務（如「氯胺酮公司」）掛鉤。  

---

### 3. [Tesla shares rise on unconfirmed report](#anchor_3)
1. **市場非理性反應**  
   - 無論財報好壞或馬斯克動向，股價均上漲。  
2. **消息操縱質疑**  
   - 馬斯克離職傳聞可能刻意洩露影響股價。  
3. **散戶投機文化**  
   - 短期漲幅（+10%）被嘲諷脫離基本面。  

---

### 4. [Another Recession indicator?](#anchor_4)
1. **經濟壓力指標**  
   - 血漿捐贈補償金下降（$65→$50），推測因供給增加（更多人需收入）。  

---

### 5. [$4.5k gain on TSLA](#anchor_5)
1. **WSB社群文化**  
   - 嘲諷小額收益（要求以%而非金額呈現）。  
2. **高風險偏好**  
   - 留言如「29%？回r/investing吧」反映對高報酬的極端追求。  

---

### 6. [YOLO'd into CoreWeave](#anchor_6)
1. **直覺式投資**  
   - 30秒決策基於AI需求、NVIDIA合作，單日獲利創紀錄。  
2. **WSB風格**  
   - 網友以「Pure retardium」調侃高風險成功。  

---

### 7. [Bulls vs bears at Walmart](#anchor_7)
1. **社群對立文化**  
   - 多頭（bulls）被標籤為「ALPHA」，空頭（bears）嘲諷為「Jason III」。  
2. **數據與情緒**  
   - 表格顯示用戶活躍度，強化多空陣營刻板印象。  

---

### 8. [Almost $15k in TSLA](#anchor_8)
1. **散戶交易動態**  
   - 高風險期權操作（如240p）與社群集體行動（「We ride and die」）。  
2. **基本面矛盾**  
   - 銷售衰退但樂觀預期推動投機。  

---

### 9. [Amazon bids to buy TikTok](#anchor_9)
1. **收購與政治因素**  
   - 亞馬遜提案收購TikTok，川普政府審查期限壓力。  
2. **市場反應**  
   - 消息後亞馬遜股價上漲。  

---

### 10. [Market moving like they've read my mind](#anchor_10)
1. **非傳統市場理論**  
   - 提出模擬理論、AI預測、集體意識等解釋市場行為。  

---

### 11. [Daily Discussion Thread](#anchor_11)
- **技術限制**：新版Reddit內容舊版不支援，可能涉及投資或技術討論。  

---

### 12. [135k overnight gain](#anchor_12)
1. **短線避險策略**  
   - VIX過高促使開盤10秒內賣出，延續3-4月獲利趨勢。  

---

### 13. [~15k TSLA pu```](#anchor_13)
1. **期權交易爭議**  
   - 用戶持有TSLL（2x槓桿ETF）期權2個月，遭質疑策略與虧損合理性。  

---

### 14. [What Are Your Moves Tomorrow](#anchor_14)