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From the article: > Microsoft reduced its projected internal spending on Claude by over one-third, while Meta saw internal users of Anthropic's Claude Code coding assistant drop from roughly 60,000 to 30,000. > Within the Microsoft Cloud and AI division, individual monthly AI usage caps were lowered from $100,000 down to roughly $10,000 in most instances

Swung ndx/spx puts from yesterday. Switched to calls at the bottom and back to puts for eod today.

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ADBE is cooked: free AI-built clones and a $70/month subscription don't mix (bear DD) So my Adobe bear case is pretty simple. AI is about to let a ton of indie devs and random people who are sick of Adobe's nonsense build their own version of it, for free. Look at [ArtCraft](https://github.com/storytold) on github. They're building open source, clean-room clones of Photoshop, Lightroom, Illustrator and Premiere, plus apps for motion graphics, page layout and PDFs (so After Effects, InDesign an

Bought these Friday because apparently I thought MU dropping after those earnings was “unfair.” Turns out the market does not give a fuck about fairness. I really need to reconsider buying calls on Fridays. This strategy has a suspiciously bad success rate for me. Anyway, still got 4 hours for MU to casually reverse the entire disaster. Easy.

You are head of the federal reserve and the stock market is booming. Your favourite boybands are touring the world. Life is good. The Nasdaq has just climbed to 1300. But that is just too high. All this internet talk. It's too risky. Too much too soon. It's irrational. It cannot last. It will lead to a long bear market. It's... exuberant. We need to intervene. Then, eureka! the phrase comes to you "irrational exuberance". That's it! It's going in tomorrow's speech. The Nasdaq would go on to

On margin too

Maybe will get me back in profit soon 🚀🚀

RH has now started calling it’s users regarded 🤣

I keep making sell orders to pay off debts, but it just goes up everyday. Plus tax scares me

I've had these shares for a long time. Got assigned selling cash secured puts back in 2022. Then I had the regarded idea to sell covered calls against them in mid-September when AMD was trading around $500. Oof.

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Get in regards we're going to Mars edit: (if you believe this shit then my uncle has a bridge he wants to sell you)

Since we are sharing AMD leap positions. Here is mine, still holding. The 155s were bought July 2025. The 190Ps were sold in late 2025 and helped fund the 280s in early 2026 (synthetic long). I want to close out the put position once it goes to Long term tax basis to fund other synthetic trades (looking at RDDT currently). This wasn’t luck. It was Suediligence by listening to every conference call and every analyst presentation. Based on current market conditions, I will hold until expiration

The winner takes it all

# AMD plans to substantially increase supply in 2027, CEO says

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Hi, I joined WSB a few months ago and got to know about options through the loss porn. Thank you so much for making me see what not to do with my life. I have disabled options and don't plan to open them back up.

i got till january tho lets go,

Market making ATH and all my stocks jizzing the bed every day

This market is nothing but bullshit