Key insights
- An unverified rumor suggests Meta could be Qualcomm's hyperscaler partner, potentially challenging Nvidia. The post reflects speculative sentiment and highlights the risk of trading options based on limited information, especially post-earnings. The author's unsuccessful put trade indicates potential downside risk for QCOM if the rumor proves false or market sentiment shifts.

I’m in San Diego and I know some people who work there and there is no way to get any information out of them because I’m not close to them like but it seems from the activities from Twitter and some of their LinkedIn execs that they’re hinting the hyperscaler to be META.
They’re planning to compete with NVDA but there is no way to get enough information about this?
Can somebody here shed some light on this?
I bought puts for the first time because I wanted to try to trade options and someone told me buying QCOM puts after earnings is safe and this one flew to the moon. Does anyone know how high can this go realistically?
Lost my money on 2DTE puts on QCOM