Here is the list of 37: TTD: Peak $141.53, Current $47.24, Decline -66.6% LULU: Peak $423.32, Current $160.66, Decline -62.0% MSTR: Peak $543.00, Current $246.99, Decline -54.5% CHTR: Peak $437.06, Current $220.91, Decline -49.5% TEAM: Peak $326.00, Current $165.00, Decline -49.4% ADBE: Peak $557.90, Current $335.35, Decline -39.9% ODFL: Peak $233.26, Current $141.36, Decline -39.4% CMCSA: Peak $45.22, Current $27.44, Decline -39.3% CDW: Peak $222.92, Current $141.66, Decline -36.5% SNPS: Peak $651.73, Current $416.35, Decline -36.1% ON: Peak $74.52, Current $48.28, Decline -35.2% DXCM: Peak $93.25, Current $61.18, Decline -34.4% CPRT: Peak $64.38, Current $42.85, Decline -33.4% TRI: Peak $218.42, Current $146.60, Decline -32.9% SBUX: Peak $117.46, Current $79.60, Decline -32.2% VRSK: Peak $322.92, Current $220.00, Decline -31.9% MRVL: Peak $127.48, Current $87.59, Decline -31.3% PYPL: Peak $93.66, Current $66.08, Decline -29.4% KHC: Peak $34.08, Current $24.17, Decline -29.1% PAYX: Peak $161.24, Current $115.14, Decline -28.6% CSGP: Peak $97.43, Current $69.79, Decline -28.4% TXN: Peak $221.69, Current $159.36, Decline -28.1% GFS: Peak $47.69, Current $34.42, Decline -27.8% KDP: Peak $36.12, Current $26.46, Decline -26.7% REGN: Peak $852.01, Current $628.00, Decline -26.3% FTNT: Peak $114.82, Current $85.22, Decline -25.8% TMUS: Peak $276.49, Current $206.29, Decline -25.4% ABNB: Peak $163.93, Current $122.35, Decline -25.4% FANG: Peak $186.07, Current $139.42, Decline -25.1% ROP: Peak $595.17, Current $449.31, Decline -24.5% MCHP: Peak $77.20, Current $59.50, Decline -22.9% GEHC: Peak $94.80, Current $74.30, Decline -21.6% ADP: Peak $329.93, Current $259.22, Decline -21.4% META: Peak $796.25, Current $627.32, Decline -21.2% MDLZ: Peak $71.15, Current $56.08, Decline -21.2% WDAY: Peak $294.00, Current $233.47, Decline -20.6% AXON: Peak $885.92, Current $706.13, Decline -20.3%

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Thoughts on FANG?

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Opened Today: - Calls, Group A: APO ETN FANG MPC PFE PLTR SHOP UBER WMB ZTS - Calls, Group B: BWXT HALO HUT LSCC NVTS QRVO SANM SPHR XMTR Subject to adjustment before close, not investment advice, and stuff.

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FANG BOUT TO GET EATEN UP BY THE HUNGRY HUNGRY XOM 165c’s

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they are about 10 years behind software-wise, and the only people who can even do the job (Nvidia cuda kernel engineers) have 8 figure salaries if you want to poach them so yea AMD is doomed, the market is just greedy and fomoing like with Rivian and Lucid back during the TSLA days AMD is on a deathmarch but to the layman it looks plausible for success, and that is why it’s so dangerous. Inference is the least desirable and most early to be commoditized market. Every FANG is working on custom silicon for inference, AMD is gonna be debt ridden, low margin, competing for scraps. And even Intel is coming for their main market, and they have infinite money and the blessing of Trump

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