r/wallstreetbets • u/MikeMikeGaming AI bubble survivor • Jan 28 '25

News Trump To Tariff Chips Made In Taiwan, Targeting TSMC

https://au.pcmag.com/computers-electronics/109466/trump-to-tariff-chips-made-in-taiwan-targeting-tsmc

Why don't we kick Nvidia while it's down am I rite?

14.6k Upvotes

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3.4k

u/StyleActual2773 Jan 28 '25

Puts on our calls

1.4k

u/Automatic-Mountain45 Jan 28 '25

puts on US as a whole.

208

u/Own-Development7059 Jan 28 '25

So spy puts?

18

u/CriticalEuphemism Jan 28 '25

Dammit! I just sold those bags after I bought them the last time he was in office.

I needed to offset my gains I sold from the last 3 years

4

u/SocraticGoats Jan 28 '25

Yes, calls.. that's correct

3

u/crypto64 Jan 28 '25

Spy Putz

4

u/[deleted] Jan 28 '25

Russian spy puts. >.>

41

u/JasonDomber Jan 28 '25

This guy fucks.

1

u/Familiar_Use_8237 Jan 29 '25

If you can do Russia calls?

4

u/WaitingForReplies Jan 28 '25

Now watch the US shoot up green.

3

u/Adrian12094 Jan 28 '25

puts on the US are literally puts on the world

5

u/Sodacan259 Jan 28 '25

Not really. The US has been using influence to control world trade for years - particularly through the dollar as reserve currency. Thats why BRICS exists.

It would take a few years but those markets would start to open up and the world will learn to bypass the US where it can.

5

u/After-Imagination-96 Jan 28 '25

Show us your positions then

-7

u/Just-Hood Jan 28 '25

We have the biggest moves on the most active president since any of us have been alive. He's old, he's extremely active. For an old dude. Denied power, attempted coup, and many assassination attempts. Strong left, and strong right! He's actually doing something! Listened to the people from his loss and win through presidencies! This will be the biggest moves in presidential history! For better or worse! You love him or hate him, or nothing in-between. Whatever w have going sicks for everyone, if he makes some positive changes in his decisions. Let them be erratic, boastful, too egotistical. If even some of it gets done it's a win. And we will find out through the first year of his election. Promises kept? Devotion to the future. And can you throw that much power around, without a global catastrophy. And hold that in check. Pretty sure every nation is set for a global catastrophy. In our life time time, kids, grandkids. Dick, inflation is a thing. We're all fighting over the same resources. Some were slaves, and now we're all slaves. To the United global Economy.

6

u/MicroplasticGourmand Jan 28 '25

Hey, go check your carbon monoxide detector real quick.

2

u/Just-Hood Jan 28 '25

Who is the United Global Economy?

2

u/CogitoErgo_Sometimes Jan 28 '25

If this isn’t an AI-bot or foreign troll pasting text from Google Translate then it’s a masterful imitation

210

u/Training_Pay7522 Jan 28 '25

Can't lie, all those regards that posted their million dollar 135$+ calls on Nvidia for end of February with all their "due diligence on how Nvidia's gonna rock" combined:

- the worst of gambling

- the worst of "investing"

- the worst of ignoring Donald's erratic behaviour and not learning from it

- the worst of ignoring how prone to disruption the tech sector is

11

u/AcadiaAccomplished14 Jan 28 '25

So you’re saying that aside from that, it was a good idea

3

u/loudshorts Jan 28 '25

I'd like a CFA and world leading tech analyst to explain the current Sharpe ratio in this environment?

SharpeRatio= (Puts to the moon)-(treasury bills-Credit default swaps on US debt)/((tariffs*PRC expansion in TW)/speculation related to model training))

1

u/toomuchtimemike Jan 28 '25

i don’t understand this comment. didn’t nvidia bounce up today? how is it the worst?

1

u/Moon-Martian Jan 29 '25

Because he was wrong obviously

1

u/banditcleaner2 sells naked NVDA calls while naked Jan 29 '25

if they had bought leap calls they'd probably end up fine in the long run, but definitely its going to be highly risky to play long calls on it in the short term. too much uncertainty with deep seek, and trump

1

u/EconomyQuiet4682 Jan 29 '25

Nvidia will rebound. Deepseek just spooked alot of investors. Big deal. Bring jobs back to America and we will prosper

1

u/Training_Pay7522 Jan 30 '25

> Bring jobs back to America and we will prosper

1) You are already prospering.

2) I see no relation of your rant with my post

1

u/EconomyQuiet4682 Jan 30 '25

I'll reword in layman terms. More people will prosper

1

u/lordsysop Feb 03 '25

Tech jobs with hb1 visa? Farm jobs also foreign workers same with construction. Manufacturing will be automated if the big companies aren't getting things made overseas. What jobs are coming back just curious? Trumps oligarchy doesn't care about using locals to line their pockets

1

u/Revelati123 Feb 01 '25

Wow, you just described every regard who thought the price of eggs was gonna go down...

1

u/1970s_MonkeyKing Jan 28 '25

Unless you are the one whispering into the orangina emperor’s ear. Those are the ones with puts in their pockets.

32

u/UsualLazy423 Jan 28 '25

100% tarrifs on Taiwan would not only tank the economy, but it would incentivize data centers to move out of the US where they can buy without the tarrif.

1

u/Familiar_Use_8237 Jan 29 '25

Wrong. US WSB economy will make money, except the 85% that will inverse for no reason except suspicion against themselves.

Also, did anyone say 100% tariffs? If it is too dangerous to lose….buy it out or twist someone else’s arm to do it. Did politicians stop doing their jobs.

1

u/Jonbos617 Jan 28 '25

I think he wants them to build more here, for obvious reasons. They already have started… it’s to make incentives to get the other plants online soon.

Also data centers are best when close to the end user.

5

u/UsualLazy423 Jan 28 '25

Why would they build more in the US when they can build a datacenter in Canada or Mexico and not pay the chip tariffs?

2

u/Jonbos617 Jan 28 '25

1) if they build a chip manufacturing plant here then they also won’t have to pay tariffs. 2) it is safer from China here. 3) As for data centers, every mile of connection to the end user or service it has to connect to causes latency which slows down the data moving. So data centers are usually within 300 miles of big population areas, or other hubs they need to connect to.

2

u/Inevitable_Push8113 Jan 29 '25

Can confirm - global streaming experience using global data centers to deliver content.

Geographic latency is a real thing. The “cloud” can’t live anywhere when performance is required for a region.

Don’t take our word on it…. https://docs.aws.amazon.com/Route53/latest/DeveloperGuide/routing-policy-latency.html

6

u/ACiD_80 Jan 28 '25

Calls on $INTC though.

3

u/radioref Jan 28 '25

Infinite option chains for infinite losses, regardless of the product.

perfect for these parts

2

u/Tryrshaugh Jan 28 '25

You jest, but compound options (options on options) are a thing.

That's what you get when you let math wizards play with money and possibly some substances.

1

u/PeneCway419 Jan 28 '25

Naked calls. Naked puts. Naked Trump 🥜

1

u/ImNoAlbertFeinstein Jan 28 '25

a put on a put is like a credit default swap .?

1

u/bosstoyevsky Jan 28 '25

Calls on intc

1

u/[deleted] Jan 29 '25

Calls on your puts. See, this is why you aren’t a millionaire.

It is also why I’m not a millionaire.

1

u/Throwaway-tan Jan 29 '25

China slightly improves on existing LLM model that still requires tonnes of GPUs = PANIK SELL NVIDIA

Trump announces economy destroying policies that would damage Nvidia business = I sleep

The market truly is irrational.