Nice bounce on QCOM today. Bought a bunch yesterday and this morning on the dip.

tysker said:

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Quote:

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ingests the full current option chain <90 DTE for all the underlyings from IBKR (most of the time, it wasn't able to connect today - that's why it says "check chain" instead of giving me the date and strike price to look for so I'll just figure it out manually for today), and gives me all the pertinent info and recommended action.

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Is IB allowing you to pull the full option chain data? Does it include the Greeks? That's a lot of data, especially if it's real-time. Are they charging you for the data pull?


eta: fwiw, what you have built is not much different than what institutions/hedge funds build.

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IBKR is extremely automation- and API-friendly, and it only pulls the chain when I ask it to (maybe once per day on average). Cost is basically zero. That's why I chose them as the source.

If this goes well for a quarter or two I will be tempted to move all these accounts to IBKR and fully automate the whole thing where Claude is actually executing the trades it recommends and I'm hands-off. But I'm also working on a session flow trading idea that monitors London > Asia > US trends to trade the first few hours of the US market and backtesting is very encouraging so far. So I might just stick a pile of cash on IBKR for that to keep it separate from rolling calls if I decide to act on it. We'll see, need way more backtesting and paper trading on that idea before I go down that path.

harge57 said:

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Tempted to finally cash out of POWL.

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Just sold half.

I have now officially made well over 6 figures on POWL. I want to buy some company merch at this point.

That's great! I've made two trading apps with Claude as well. My first one Emails me when to sell calls/puts based on an highly curated strategy for a few tickers and emails me recommendations to close those positions.

My second one is 100% automated. It enters trades and closes them. I get emails from it when it makes a trade.

I also had it build me a back test app to test my strategies which helped me refine them. I am having to pay for real time option data API.

I had a portfolio section on my app that tracks my return per ticker etc. one of the things that prompted me to build it was wanting to keep track of my option trading performance per position/ticker and keep track of my premium returns apart from my general cash position.

Scooped some POET at 6.64 on 4/30. Felt like sentiment was overly negative, and kept seeing the same comments over and over, almost like it was organized, so bought into it. Trying to decide if I want to trim or just let it all ride as a lotto ticket.

aggies4life said:

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aggies4life said:

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Anyone else in $dram

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On the go!

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Hopefully yall got in - up another 9% today

A play on handling earnings from AI related stocks

AMD - Take Profits on pre earnings run up
PLTR - made entry on the post positive earnings dip

works 50% of the time all the time

sports said:

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A play on handling earnings from AI related stocks

AMD - Take Profits on pre earnings run up
PLTR - made entry on the post positive earnings dip

works 50% of the time all the time

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I will be selling AMD at some point before earnings. Expectations are so high and the street is looking for specific high numbers in certain areas that I just don't think they can nail all of it. Plus the run up it has had over the last month, I think it will sell of. If it does, I'll buy the dip, and if it doesn't, I will still be happy with the profit I will have

BigPete3281 said:

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Is there some kind of data center ETF?

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This is going to be bigtime over the next decade.


NUKZ

Range Nuclear Renaissance Index ETF (NUKZ)
NUKZ is an exchange-traded fund based on the VettaFi Nuclear Renaissance Index. It tracks a market cap-weighted index of stocks from companies around the world operating within the nuclear fuel and energy industry. The fund was launched on January 23, 2024, and is issued by Range.

The ETF targets a diversified mix of global nuclear companies across four segments: fuel, construction & services, advanced reactors, and utilities.

NUKZ holds 54 individual stocks. Its top holdings include Cameco (9.85%), GE Vernova (3.70%), Talen Energy (3.12%), Endesa (3.04%), and Constellation Energy (2.82%).

NUKZ had a total return of about 79.88% over the past year including dividends, and since inception its average annual return has been approximately 59.36%. The fund's 52-week price range runs from a low of $42.10 to a high of $75.03.

The fund's market capitalization is around $861 million, with a P/E multiple of approximately 42.92. Robinhood

The nuclear energy sector is seen as increasingly important to support the rapidly growing energy demands tied to artificial intelligence infrastructure spending

I just cannot believe how MU is acting. Holy sh$t it doesn't stop

aggies4life said:

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aggies4life said:

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aggies4life said:

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Anyone else in $dram

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On the go!

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Hopefully yall got in - up another 9% today

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been in the past few weeks but just a small amount of shares

really hoping that Sandisk does a stock split soon!

these $1357 prices are killing me to buy more.

BucketofBalls99 said:

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I just cannot believe how MU is acting. Holy sh$t it doesn't stop

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literally now the largest single position my private brokerage

passing NVIDIA past few weeks

BucketofBalls99 said:

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sports said:

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A play on handling earnings from AI related stocks

AMD - Take Profits on pre earnings run up
PLTR - made entry on the post positive earnings dip

works 50% of the time all the time

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I will be selling AMD at some point before earnings. Expectations are so high and the street is looking for specific high numbers in certain areas that I just don't think they can nail all of it. Plus the run up it has had over the last month, I think it will sell of. If it does, I'll buy the dip, and if it doesn't, I will still be happy with the profit I will have

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Probably selling mine or atleast a good bit based on action on the last 10 times the stock reacted after earnings

Obviously AMD is the big one later, but let's not forget ANET.

Was t someone here that gave the DGXX Rec? Why do I own this? Lol. It's up 37% today and I can't remember where I got the tip from !

Going to start buying a small position into NKE and RBLX. They've been destroyed and I'm going to put some sit and wait money into them. Still lots of bullish analysts on them both.

This has been awesome and helpful reading and learning about this from yall.

I greatly appreciate those that are willing to share so much!

I have a question for those of you who are older and have been doing this a long time.

If you were in your 40s and had a somewhat significant amount of money available to invest (leaving about 15-20% in HYSA) I'm curious how would you approach it knowing what you know now? What ETFs would you invest and at what percentages? I don't mean for specifics, I'm just trying to get a rough idea. Or be as specific as you'd like, I guess.

I like VOO and FZILX for starters.

Been away from this board in awhile, where do I need to put some money in before the train leaves

I am younger than you and not nearly as skilled of a trader as some on here, but DTCR has been incredible for me over the past 4 months or so. I am really bullish on the Data Center market in the short term (1-5 years). In the long term I dont know if it will come to a screeching halt or a more progressive one, but I know it will slow down compared to where it is now, and that there is a lot of money to be made in that sector right now.

Electrical generation is to the 2020's as to what Oil was to the 1960's.

Does the expense ratio at 0.5% have any real affect on that decision? It seems very small.

If ACHR can close above 6.00 by the end of the week, it has a chance to really run. They report earnings May 11.

Not yet, but HII will be on my radar in the future.

BigPete3281 said:

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Does the expense ratio at 0.5% have any real affect on that decision? It seems very small.

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I am willing to concede $50 for every $10,000 invested in an actively managed global ETF.

Not sure if that was your question or not, but in short, no I didn't really put a ton of thought into the expense ratio. Probably should have in hindsight, but we are here now and it is doing well so I am actively adding to my position as cash frees up.

I have over 20% of my total portfolio wrapped up in this ETF so I really believe in it. I am also very young and can stomach the risk at this point in my life. 30% YTD and climbing a percent or two almost daily.

Do we see S&P 8000 before we see 6500 again?

Gaeilge said:

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Not yet, but HII will be on my radar in the future.

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What is your target price for HII? I don't understand why it is dropping so much today after beating earnings.

maroonbleeder said:

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Gaeilge said:

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Not yet, but HII will be on my radar in the future.

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What is your target price for HII? I don't understand why it is dropping so much today after beating earnings.

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My first buy is at $310 with an additional buy at $275.

Just be careful and take the time to set true safeguards. Claude can do some amazing things, and in the same breath can think it's the wrong day.

Hmmm. Might have legs. JOBY reports today. If it beats, ACHR might have similar gains.

Brian Earl Spilner said:

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Brian Earl Spilner said:

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Damn, no dips to buy this morning.

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NOW there is.

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NOW liftoff.

Proposition Joe said:

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Just be careful and take the time to set true safeguards. Claude can do some amazing things, and in the same breath can think it's the wrong day.

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Yes this is great advice and I am aware, had a few expensive mishaps on Kalshi/Polymarket teaching myself how to use this thing as a trading bot. Tried weather, politics, crypto, economic data, all of it. Backtesting was insane and Claude would randomly turn on bots that were killed, turn off bots that needed to be on. It was honestly ridiculous.

Currently squeaking out a profit on MLB, Champions League soccer, and NHL playoffs using an inverted "cumulative volume delta" signal to bet on overreactions to runs/goals scored that create underpriced underdogs. Long, long way to go to get profitable. Next up to try is arbitrage between those two prediction markets

how do you plan to manage the underwater AMZN/GOOG

I have 5/29 AMZN 275 and 6/18 GOOG 380 that I don't want called

TxSquarebody said:

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Hmmm. Might have legs. JOBY reports today. If it beats, ACHR might have similar gains.

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Volume has picked up noticeably today and the daily looks close enough to a bull hammer to get me buying more today. If it confirms over the next couple days I will buy more.

Snagged some $6 5/15 calls.

Repeat after me: pic.twitter.com/GQNTjFgVir

— Beardo (@BeardoTrader) May 5, 2026