I am actually VERY surprised BTC is still trading this high given how much is being sold on the market, all day, everyday for multiple weeks now
(translation for slow homies who will cry that I am bearposting: There is a lot of resting limit orders (people willing to buy) that are absorbing a pretty stunning ammount of sellers)
(translation for slow homies who will cry that I am bearposting: There is a lot of resting limit orders (people willing to buy) that are absorbing a pretty stunning ammount of sellers)
Forwarded from infinityhedge
NVIDIA 3Q EARNINGS PREVIEW: INFINITYHEDGE
*Consensus: Beat & Raise
*Rev. EST.: $54.92B
*EPS EST.: $1.26
*7.2% Implied move in either direction for stock, the options-implied move would represent the largest one-day market value change for Nvidia (~$320 billion price swing).
*1.7% Implied Move in either direction for SPX
*SPX realized moves have been below the options implied moves in 7 of the past 10 NVDA earnings events (very muted reaction in the last two earnings)
*According to JPMorgan the so-called whisper rev. numbers are even higher. "Survey says $56.32b (Q3) & $63.02b (Q4)": INFINITYHEDGE
Key focus:
*guidance for next quarter and beyond next quarter
*any note on health of the cash flow
*insights into the $500B Datacenter rev. forecast in combined orders for 2025 & 2026
*details about OpenAI deployments in terms of timing, rev. in CY26; Blackwell, Rubin ramp in CY26; about deal with Nokia, Intel investment and China licenses
*Consensus: Beat & Raise
*Rev. EST.: $54.92B
*EPS EST.: $1.26
*7.2% Implied move in either direction for stock, the options-implied move would represent the largest one-day market value change for Nvidia (~$320 billion price swing).
*1.7% Implied Move in either direction for SPX
*SPX realized moves have been below the options implied moves in 7 of the past 10 NVDA earnings events (very muted reaction in the last two earnings)
*According to JPMorgan the so-called whisper rev. numbers are even higher. "Survey says $56.32b (Q3) & $63.02b (Q4)": INFINITYHEDGE
Key focus:
*guidance for next quarter and beyond next quarter
*any note on health of the cash flow
*insights into the $500B Datacenter rev. forecast in combined orders for 2025 & 2026
*details about OpenAI deployments in terms of timing, rev. in CY26; Blackwell, Rubin ramp in CY26; about deal with Nokia, Intel investment and China licenses
*NVIDIA 3Q ADJ EPS $1.30
*NVIDIA 3Q REV. $57.01B, EST. $55.19B
*NVIDIA 3Q ADJ GROSS MARGIN 73.6%
*NVIDIA 3Q DATA CENTER REVENUE $51.2B, EST.
*NVIDIA SEES 4Q REV. $63.70B TO $66.30B, EST. $61.98B$49.34B
*NVIDIA 3Q REV. $57.01B, EST. $55.19B
*NVIDIA 3Q ADJ GROSS MARGIN 73.6%
*NVIDIA 3Q DATA CENTER REVENUE $51.2B, EST.
*NVIDIA SEES 4Q REV. $63.70B TO $66.30B, EST. $61.98B$49.34B
RunnerXBT
average FOMC experience with Fartcoin, especially when SOL is strong, its insane beta, so volatile & pretty liquid
(serious post)
I have again, reduced my exposure ty Fartcoin because my position was getting uncomfortably large and its +25% in last 12 hours
It loves to trend for few days then full-retrace the move completely
My favorite (and decently liquid pair to open/close multiple hundred thousand positions at the time with ease)
I have again, reduced my exposure ty Fartcoin because my position was getting uncomfortably large and its +25% in last 12 hours
It loves to trend for few days then full-retrace the move completely
My favorite (and decently liquid pair to open/close multiple hundred thousand positions at the time with ease)
It goes without saying, I would never recommend holding any of this shit (no pun intended with Fartcoin) past a daytrade/weekly setup. All these "fun" coins eventually end up at zero.
fartcoin carrying my portfolio, i would never expect to have said that...
RunnerXBT
as for BTC, i would love it to flip YO (Yearly Open) on the lower timeframes but very mindful of US session sellers that have been punishing us nonstop
like clockwork, americans wake up, sell aggressively
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We bottom when Binance seller runs out of coins to market sell all US session
Problem is, that you cant know when he runs out of coins or how many he has left.
If tradfi is strong, we might NOT have ETF outflows, so thats kinda nice
Also Monad just made new all-time lows, yay
Problem is, that you cant know when he runs out of coins or how many he has left.
If tradfi is strong, we might NOT have ETF outflows, so thats kinda nice
Also Monad just made new all-time lows, yay
RunnerXBT
I am actually VERY surprised BTC is still trading this high given how much is being sold on the market, all day, everyday for multiple weeks now (translation for slow homies who will cry that I am bearposting: There is a lot of resting limit orders (people…
this unfortunately still stands
there is no "support", there is just moment this f@ggot stops selling, then we bounce.
people been saying we are "oversold" for weeks now, brother in christ, this guy/entity/group on Binance is offloading 10s of thousands of BTC nonstop, your magical line/indicator is pointless
there is no "support", there is just moment this f@ggot stops selling, then we bounce.
people been saying we are "oversold" for weeks now, brother in christ, this guy/entity/group on Binance is offloading 10s of thousands of BTC nonstop, your magical line/indicator is pointless
you almost have to be stupid/retarded to try to buy BTC in this nonstop free fall (says the guy who is long BTC)
RunnerXBT
(serious post) I have again, reduced my exposure ty Fartcoin because my position was getting uncomfortably large and its +25% in last 12 hours It loves to trend for few days then full-retrace the move completely My favorite (and decently liquid pair to…
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ggs 🏌️♂️
RunnerXBT
this unfortunately still stands there is no "support", there is just moment this f@ggot stops selling, then we bounce. people been saying we are "oversold" for weeks now, brother in christ, this guy/entity/group on Binance is offloading 10s of thousands…
im not sure i want to buy 74k anymore
unless we have -20% day on BTC as a "wick" buy of massive liquidation bigger than 10/10
then yes ill Long it, and get the fuck out day later on a bounce
unless we have -20% day on BTC as a "wick" buy of massive liquidation bigger than 10/10
then yes ill Long it, and get the fuck out day later on a bounce
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BTC ETFs are putting in some of the worst weeks of outflows since its inception in January 2024
I have seen a lot of talks about how that must mean bottom is close and I think its absolutely lazy analysis, if anything, I expect things, at certain prices, to become a "forced sell"
Good news is, ETFs are not selling on the weekends and its Friday.
Bad news is, there is noone willing to buy this (currently) dying asset class.
I have seen a lot of talks about how that must mean bottom is close and I think its absolutely lazy analysis, if anything, I expect things, at certain prices, to become a "forced sell"
Good news is, ETFs are not selling on the weekends and its Friday.
Bad news is, there is noone willing to buy this (currently) dying asset class.
I believe that anybody buying a pre-determined "levels" for crypto is a maniac
as we stand today with unlimited sell pressure of billions per day coming from all corners and not one person closing their shorts
next level, that will, however catch a lot of attention is 74k because its saylor Avg. price
at that price, majority of DATs are down like -35% too and wouldnt be surprised if many of them start selling. Just a cascade all day long yay
as we stand today with unlimited sell pressure of billions per day coming from all corners and not one person closing their shorts
next level, that will, however catch a lot of attention is 74k because its saylor Avg. price
at that price, majority of DATs are down like -35% too and wouldnt be surprised if many of them start selling. Just a cascade all day long yay