1. $MRNA is still the only ticker anyone on WSB can talk about after the cancer vaccine news, overnight options up 449%, one trader turning $70k into $632k, another making $130k in 10 seconds on puts at the open. Funny thing is the stock's actually red today, $162.79 and down over 6%, so the easy scalping window may already be closing. If it keeps bleeding from here, chasing the follow-through could just mean holding the bag for the next leg.
2. $MU and $SNDK keep getting name dropped as the AI memory trade, and now there's a DD asking if $MRAM could be next in line for a rerating off the same story. Same day, another thread is calling the sector's whipsaw a bubble tell, pointing at SNDK's string of double digit swings since May. Two totally different reads on the same names, so if you're in memory stocks here it might be worth knowing which camp you're actually in.
3. Top discussion today is basically a giant self-parody about how 'everything is priced in,' sitting right next to the same 'you only lose if you sell' energy that's been camped near the top all week. Mood hasn't broken, it's just gotten more self aware about the mania. Meanwhile a few DDs are creeping into less crowded names, $HOOD up over 5% today on a bull case around AUM growth, and a small $17k bet on $NAT betting tanker stocks finally get their turn. Some of the crowd's starting to hunt for the next thing while the mega-cap froth keeps chugging along.
Aggregated and distilled by Two Sentence Traders. Not financial advice.