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?

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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

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u/AcadiaAccomplished14 Jan 28 '25

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

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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))

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u/toomuchtimemike Jan 28 '25

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

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u/Moon-Martian Jan 29 '25

Because he was wrong obviously

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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

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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

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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

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u/EconomyQuiet4682 Jan 30 '25

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

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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

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u/Revelati123 Feb 01 '25

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

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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.