Trending Content - Sales and Trading Forum
Career Resources
WSO Free Modeling Series - Now Open Through
September 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
High Finance Applications
Guaranteed
Get at least one offer GUARANTEED
- 1:1 support
- 92% success rate
- 2,000+ mentor network
- Unlimited Live bootcamps
- AI for resume + LinkedIn
- Networking automation tools
- HireVue simulation tool
- Full course library
- Private Slack community
- 20hrs of mocks
- + much more...
LFIN September puts
SVXY
Beautiful
Bet you're wearing Patagucci and Deal Sleds
AAPL
Probably a CMBS WAC IO. Or maybe a portfolio mix with SFER, FIZZ, and SVXY.
ZCK19
BKNG
LEAP Puts on $NVDA. It's priced as an AI/Self-Driving/Machine Learning stock yet they bring in revenue for making video-gaming cards for PC gamers.
I'm under the impression that they are the leading hardware provider for AI/Machine Learning. If you don't believe it to be them, who do you think is the giant in AI hardware?
They are definitely the leading AI chip company right now. The question is will then be in 2-5 years. I have no clue. 95% of hardware companies crash and burn (even after great growth. Intel crash 85% from their 2000 highs and still have no regained that price and they dominated their industry. Cisco did something similar as a load of alumni decided to put up their own shingle and compete.
Blackberry crashed and never recovered. Chipmakers as a whole Love to crash for years then go on huge runs. The only hardware company to avoid crashing in in the last 20 years was Apple but they transitioned to a platform/luxury brand.
Nvda does have some issues on how much cryptos have loaded up their profits. This quarter may be fine but with cryptos down 65% I would expect a hiccup the next few quarters. Intel makes a lot more money than NVDA. If AI is real and big I would expect Intel to boost their r and d in that space to compete longer term.
I guess my point is Nvda has a nice lead right now and perhaps 18-30 months ahead of the competition but longer term success will bring competition and some very well funded competition.
I would be nervous owning Nvda now. I also question if the Nvda guys are geniuses. 2 years ago they sold convertible bonds that ended up costing them 8 billion (would be 20 billion now). Their leadership didn’t even see the potential in their chips a few years ago that they thought it was prudent to save 50 bps on a bond deal while risking massive dilution.
Not sure if the ride is over but Square/Salesforce have been great to me.
BRK or AAPL because they're both rich in cash
RICK
GLD
VRX
TVIX
this would be a great buzzfeed quiz
GS for the preftige obviously... or BX
Mezzanine, I want to get the best of both worlds
Sed rerum aperiam exercitationem asperiores laborum dolores. Quia est nihil sed iste quasi eos velit. Laboriosam recusandae aut suscipit mollitia voluptatum. Quam ipsa laudantium delectus nisi. Voluptatem qui sit explicabo repellat. Ut fugit ut dolore consequatur et incidunt tempora officiis.
Facere provident nulla ipsum nemo doloremque. Quo iure totam quae eos repudiandae veniam. Ut non animi minima ducimus excepturi perspiciatis.
Ex et vero expedita facere qui tempore. Ab vel eligendi ab dolores.
Non labore ut quidem. Delectus voluptatem debitis voluptas ex. Sit nulla accusantium cumque et fugit sint repellendus. Repellendus ipsa velit molestias est. Praesentium maxime et consectetur dolor dolore expedita veritatis. Eos hic saepe ut optio id laborum.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...
Veritatis amet itaque iure accusamus. Sed tempora reprehenderit sed.
Rerum dolore voluptas ea qui voluptas. Sapiente voluptatem quisquam distinctio accusantium. Corrupti ad voluptatem assumenda aperiam numquam ipsam aspernatur. Voluptatem eligendi sed quo repellendus quia atque sequi fugiat. Nam non sunt vel reiciendis ea quo harum. In vel perferendis vel velit explicabo nobis. Vitae quos facilis molestiae nisi illum.
Omnis beatae aut ducimus vero et nam. Velit ad aut ut minus. Enim eligendi et delectus optio. Id quis qui veniam voluptas. Autem esse quas ad reprehenderit consequatur. Facilis et nihil est veniam.