$NVIDIA(NVDA)$ $Apple(AAPL)$ $

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2025-11-17

$NVIDIA(NVDA)$ $Apple(AAPL)$ $Tesla Motors(TSLA)$ 🚨📰 My Thiel Macro tracker just lit up red, Peter Thiel’s fund fully closed the entire 537,742 share $NVDA stake, once their number two holding behind 65,000 $TSLA, plus dumped 208,747 $VST. Still long 49,000 $MSFT and 79,181 $AAPL with the portfolio at $74.4M. Flow flipped savage into 11DTE $190 calls with $11M plus premium, avg fill near 6.95 as bid, mid, ask exploded. Liquidity surged, momentum rotated off resistance, volatility widened and structure held support. Trend wants higher. 🚀

🤖 🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟧

# H200 China Sales Near Confirmation: Can Nvidia's Rally Last?

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Queengirlypops
·2025-11-18
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this rotation is crazy clean, the whole flip out of $NVDA then straight into those 11DTE $190 calls is big money energy. violent premium, real momentum, fast liquidity, tight structure, all of it lining up. the bid and ask spike feels like someone slammed the gas. trend wants higher, volatility wants expansion, and this setup has that quiet rocket vibe you only see before a proper move 🧃
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  Q you isolated the core dynamic. Rapid rotation, heavy premium and a tight structure is a classic precursor to volatility expansion. I’m watching how that tension resolves.
  2025-11-18
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  🙏🏼 Thanks for taking the time to read my post Q, it means a lot to share the journey with sharp minds like yours!
  2025-11-18
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Cool Cat Winston
·2025-11-18
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📊🔥 I’m looking at that full 537,742 share $NVDA exit and the timing lines up with the rotation you flagged. When a fund that size closes a stake that was once their number two holding it usually means the liquidity profile changed. The flip into 11DTE $190 calls with $11M plus premium tells me momentum wants to push through the ceiling. The avg fill near 6.95 and the bid, mid, ask spike looks like real intent. I’m comparing it to the $AAPL flow from last week.
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  CCW you picked up the key detail. The portfolio exit paired with that call flow surge often signals a shift in how liquidity is being allocated. I’m treating the bid and ask spike as confirmation of intent.
  2025-11-18
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  🙏🏼 I appreciate you taking the time to read my post CCW. Your engagement helps push these market discussions further, and it’s always valuable to exchange perspectives on where we might be in the cycle.
  2025-11-18
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Kiwi Tigress
·2025-11-18
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老实说，这整件事感觉很疯狂，因为当流量立即跳入那些11DTE评级时，整个$NVDA收盘价会有所不同。开盘时买价和卖价爆炸的方式让人感觉有人想要快速曝光。这让我想起了AAPL美元挤压时发生的事情，即使图表看起来很累，势头也在不断增强。是的，这里的阻力旋转是有意义的，支撑支撑的结构是最突出的部分。这就是为什么每个人都在看这个
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  你对翻转速度的直觉是正确的。当这本书变化如此之快时，它通常与更广泛的波动性阅读联系在一起，而结构持有使这种转变变得有意义。
  2025-11-18
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  🙏🏼感谢KT的能量，喜欢你总是让市场谈论接地气和人性化。
  2025-11-18
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VivianChua
·2025-11-19
Nice 💚💚💚
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poisonivyallover
·2025-11-18
A
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Huat Kueh 88
·2025-11-18
Great article, would you like to share it?
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Kiwi Tigress
·2025-11-18
很棒的文章，你愿意分享吗？
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  🙏🏼我真的很感谢你转发这个。有你的支持帮助更多精明的交易者了解这个想法意义重大。
  2025-11-18
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  🙏🏼感谢你加入KT，你的洞察力总是平衡分析和清晰。
  2025-11-18
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PetS
·2025-11-18
Great article, would you like to share it?
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  🙏🏼 I’m grateful you reposted this, it shows the value of pushing ideas out wider 🤝📊
  2025-11-18
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  🙏 I’m grateful for your time PetS, minds like yours spark the kind of conviction that moves price.
  2025-11-18
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Hen Solo
·2025-11-18
Great article, would you like to share it?
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  🙏🏼 Thanks for giving this post a lift, your share makes the insights travel further 🌍✨
  2025-11-18
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  🙏🏼 Grateful for your thoughts HS, your technical perspective keeps the thread grounded in data.
  2025-11-18
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Tui Jude
·2025-11-18
Great article, would you like to share it?
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  🙏🏼 I really appreciate you taking the time to repost, it helps keep the conversation flowing 🔄💬
  2025-11-18
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  🙏🏼 Thanks TJ, it’s good having experienced traders like you keeping the dialogue intelligent.
  2025-11-18
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Cool Cat Winston
·2025-11-18
Great article, would you like to share it?
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  🙏🏼Thanks a lot for reposting this, it means the reach grows stronger with every share 🚀📈
  2025-11-18
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  🙏🏼 Thanks for dropping by CCW, I value how you always challenge the data in the best way.
  2025-11-18
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