1 posts
1,577 upvotes
442 comments
Best post: 1,577 upvotes
- Trader believes cloud storage companies like Amazon will benefit from hardware supply shortages - WD sold out for years and hard drive prices skyrocketing
- The thesis is that companies will shift to cloud storage instead of buying expensive physical drives to build their own server infrastructure
- Cloud storage prices per GB have remained stable while hardware costs have increased 5x, making cloud solutions more attractive
- No specific AMZN positions described - trader is focused on a smaller cloud storage company but mentions Amazon as a competitor that should also benefit
- This is a supply chain disruption play rather than typical Amazon retail or earnings speculation
Main Risks: Hardware supply chain issues may resolve faster than expected, Cloud storage prices could increase if demand surges significantly
What's Driving Interest: Hardware supply shortages making cloud storage more cost-effective than building physical server infrastructure
What They're Saying: "What hasn't changed? Cloud storage prices per GB. Seems like the obvious and price-stable avenue for companies to store data instead of racking out their own servers at 5x the cost."
1 posts
1,153 upvotes
104 comments
Best post: 1,153 upvotes
- One trader made a massive 1275% gain, turning $20k into $250k in just a few trading hours from Friday noon to Tuesday open
- The post is celebrating an extremely lucky timing play that paid off big, showing other traders what's possible with ZIM
- The trader is asking for special recognition from moderators, suggesting this was a standout performance even for WSB standards
- This appears to be a momentum play that caught a major price movement over a weekend gap
- The post is inspiring other 'bulls' and showing solidarity among traders betting on ZIM's upward movement
Main Risks: Trader admits this was largely based on luck rather than analysis, Massive gains like this often come with equally massive risk potential
What's Driving Interest: Extraordinary short-term gains inspiring other retail traders and demonstrating ZIM's volatility potential
What They're Saying: "1275% gain just for my fellow bulls. Some times luck is on our side. Love you all"
1 posts
911 upvotes
268 comments
Best post: 911 upvotes
- One trader made a massive $80k bet on DHT monthly call options, betting on potential military conflict with Iran
- The trade is based on geopolitical speculation - expecting US military action against Iran within hours before Ramadan starts
- DHT operates oil tanker ships (VLCCs), so the trader expects oil shipping stocks to surge if Middle East conflict disrupts oil transport
- The options were bought at low implied volatility (under 30% IV), suggesting cheap bets before potential major news
- This is pure speculation on military action and Israeli elections, not based on company fundamentals
Main Risks: Entire bet depends on military conflict that may never happen, Geopolitical speculation is extremely unpredictable
What's Driving Interest: Speculation on imminent US military action against Iran driving oil tanker stock demand
What They're Saying: "Iran will rue the day they decided to put their country in the middle of the American military"
⚠️ Important: This shows what Reddit traders are talking about, not investment advice.
Reddit discussions can change fast and may not represent all investors. Always do your own research
before buying or selling anything.
← Back to Homepage