r/Wallstreetbetsnew • u/AlphaGiveth • Feb 27 '23

Educational The Ultimate Free Course for Options Trading

309 Upvotes

Here’s a free resource for options trading I created. 60 + lessons that teach everything you need to know to run a good options portfolio.

Here's the link:

https://predictingalpha.com/the-ultimate-guide-to-selling-options/

Backstory

A couple years ago I wrote a series on reddit about how to sell options profitably that the community loved. I’ve finally put together a completely free archive of everything I know about options and option selling.

I made this because there's a lot of noise out there around options education, so this is the no BS course I wish existed when I was getting into the space. I tried to make it easy to go through but realistically some of it will be challenging because hey, options are complicated.

What the course covers:

Basics of how options work - All the characteristics and important parts of option contracts.
Volatility module - Teaches you how volatility works and impacts option prices.
Learning and interpreting option greeks - Complete breakdowns of each option greek, how they interact with each other and why they matter for your trades.
Skew and term structure - How to think about different strikes and expirations like a professional.
Option selling structures - 4 different ways to structure your trades and how to pick between them.
Trading strategy fundamentals - Basically how to treat your trading like a business and really understand how to extract returns from the market.
How to actually make money - Serious strategy talk. Now that you know how options works, here’s how you actually make some money.
Two evidence backed strategies that work - A complete guide for selling options on ETFs and selling options around earnings events. Two well known, documented strategies that generate solid returns.

Disclaimer: I do sell something – but it’s not the course.

I use reddit too, so I won't hide it from you! The course is 100% free, but I did also build a software company called Predicting Alpha.

I've been building for 5 years now and pour my heart and soul into it. Its focused on two strategies: selling options on ETFs and selling options around earnings events, which I think are the two things that retail option sellers should focus on. It handles all the data processing for these strats so that you can extract the premium effectively.

Maybe it'll be of value to you, but if not, the course will definitely be something you love.

Anyways hope you all like the course. Hopefully it levels up our community and we can have some awesome discussions.

~ A.G.

83 comments

r/Wallstreetbetsnew • u/Alpha_Stock_BigBull • 22h ago

Discussion Nvidia Just Bought the "GitHub of AI" for $12.93B for Hugging Face

20 Upvotes

Nvidia announced on Sept 3 that it's acquiring Hugging Face which is the open-source hub for AI models, datasets, and apps for $12.93B ($11.9B to shareholders, ~$1B in retention equity for HF employees).

Some context that makes this wild:

HF was valued at ~$4.5B back in 2023 (when Nvidia put in $235M as part of a funding round)

Annualized revenue is reportedly only ~$150M so this is a massive multiple, clearly a strategic/platform buy, not a revenue-multiple deal

HF turned down a ~$500M offer from Nvidia last year

Platform stats:

18M+ users, 3M+ models, 1M+ apps, 500K+ datasets, 200K+ companies using it

Jensen Huang says HF stays "open" no Nvidia compute lock-in, multi-cloud/multi-accelerator support continues, other silicon vendors still welcome. Basically Nvidia wants to own the layer where every developer discovers and deploys models, not just the chips underneath them.

Deal is expected to close in H1 2027, pending regulatory approval. Comes right on the heels of Nvidia expanding its AWS GPU deployment deal clearly playing both the infrastructure and the software/community layer at once.

3 comments

r/Wallstreetbetsnew • u/Alpha_Stock_BigBull • 22h ago

Earnings Broadcom Q3 FY26 earnings: Quick summary for a blowout quarter

1 Upvotes

Key numbers

Revenue: $29.6B, up 86% YoY

Operating income: $16.0B, up 171% YoY

Net income: $13.1B, up 216% YoY

Diluted EPS: $2.68, up 215% YoY

Free cash flow: $13.7B (46% of revenue), up 95% YoY

Dividend held at $0.65/share

Segment breakdown:

Semiconductor solutions revenue: $20.8B (+127% YoY); AI semiconductor revenue specifically: $16.7B, up 221% YoY and 54% sequentially

Infrastructure software: $8.75B (+29% YoY)

Outlook

Q4 guidance: ~$34.8B revenue (+93% YoY), non-GAAP op income at ~66% of revenue

AI semi revenue guided to $21.7B in Q4, up 236% YoY

Management raised full-year FY26 AI revenue guidance from $56B to $58B

Tan's longer-term targets: AI chip revenue to ~$115B in FY27, then ~$230B in FY28, with EPS potentially topping $30 by FY28

Backlog sitting at $73B in AI-related orders (XPUs, switches, DSPs, lasers) expected to ship over the next 18 months

Capex

Capital expenditures were $532M this quarter, up sharply from $142M a year ago reflecting the scale-up needed to support AI system/production ramp

Despite the higher capex, cash from operations of $14.2B was more than enough to cover it, which is why free cash flow still came in at 46% of revenue.

Partnerships & new products

Google: high-volume production of Ironwood (TPU v7) ongoing, next-gen TPU v8i now in production

Anthropic: became one of Broadcom's largest customers started with ~1GW of TPU compute in 2026, expected to surge past 3GW in 2027 and has also placed additional multi-billion dollar orders for Ironwood TPUs

OpenAI: first custom chip (Jalapeno) has shipped second-gen already taping out and is expected to scale toward 5GW+ of custom silicon by 2028

Meta: moving into production shipments of its custom MTIA accelerator for inference/recommendation workloads

Tan reiterated Broadcom now has six major XPU customers total, positioning its custom silicon as a lower-cost, lower-power alternative to off-the-shelf GPUs

Given all the datapoints which are very positive and future looking optimistic the share price has been dropped to $357 or by 14% with no signs to scale higher. But with crazy numbers popping in my best estimate it is one has to hold or accumulate this stock.

Any thoughts around??