First, the top/last 5 posts from Reddit Wallstreetbets are fetched.

The result looks something like this:
[

{

"approved_at_utc": null,

"subreddit": "wallstreetbets",

"selftext": "",

"author_fullname": "t2_17bz2ly0",

"saved": false,

…

"subreddit_name_prefixed": "r/wallstreetbets",

…

"name": "t3_1mqydot",

…

}

]
As you can see (or not), there’s a lot of information. But we’re only interested in the name, which always has a t3_ prefix. So we need the code snippet to adjust it:


for (const item of $input.all()) {

item.json.cleaned_post = item.json.name.substring(3);

}

return $input.all();

Interestingly, you can drag and drop item.json.name into place. Overall, I can work incredibly fast with JSON objects in my workflow engine. I liked that!
Next, we go through these names and fetch all the comments:

We use json.cleaned_post as the post ID, which is the result of the previous code block.
Now we have about 500 comments that we can use to either get stinking rich or lose everything. From here, I let the AI summarize everything so I can actually „do something“ with it.
The AI agent is unleashed on the aggregated comments. Of course, I gave it some instructions. The instructions go into the system prompt, and the comments go into the user prompt. I’ll leave you to ponder what the system prompt might look like.

🔥 High-Conviction Plays (Strong Bullish/Bearish Consensus)

1. NVIDIA ($NVDA)
   
   • Sentiment: „LOAD THE BOAT!!!“, „Buy hand over fist ASAP,“ multiple users all-in.
   • Why:
     • AI/GPU demand still white-hot. Earnings beat expectations, and the pullback from $140→$110 is seen as a buying opportunity.
     • Play: Long-term calls (Jan 2025+), or shares if you’re not leveraged. Avoid short-term options (IV is high).
     • Risk: Valuation is rich (PE ~70), but momentum is king here.
2. Estée Lauder ($EL)
   
   • Sentiment: Mixed but leaning bullish—multiple „EL calls?“ posts, Michael Burry’s $40M call bet ahead of earnings (today).
   • Why:
     • Luxury cosmetics = recession-resistant. China reopening tailwinds.
     • Play: If earnings beat (consensus EPS $0.21), Sept $250/$260 calls could print. If miss, $230 puts.
     • Risk: Burry’s bet is a double-edged sword—could be a trap.
3. TJX Companies ($TJX)
   
   • Sentiment: Bullish earnings play (reporting tomorrow).
     • „Only missed earnings once in 2 years,“ „Calls for TJX?“
     • Play: ATM (Aug $95) calls for a post-earnings pop. Avoid puts unless guidance is terrible.
   • Risk: Retail is volatile; guidance could spook.
4. Target ($TGT)
   
   • Sentiment: Extremely divided.
     • Bulls: „Stores packed,“ „Calls will print.“
     • Bears: „Sales shitty,“ „Gap up then crash post-earnings.“
     • Play: Straddle or iron condor (wide wings) for volatility. Or wait for earnings reaction.

🎰 Speculative Bets (High Risk/Reward)

1. Palantir ($PLTR)
   
   • Sentiment: „Fuck PLTR“ vs. „Diamond hands.“
     • Bears: „Genocide surveillance company,“ „Always gets hated by WS.“
     • Bulls: „Govt contracts = long-term play.“
   • Why:
     • Short-term: Puts if market stays weak (tech under pressure).
     • Long-term: LEAPS (Dec 2025 $25+) if you believe in AI/govt contracts.
   • Catalyst: Earnings (Aug 5). Avoid holding over ER.
2. Intel ($INTC)
   
   • Sentiment: „SoftBank’s $2B investment = bullish?“
     • Bulls: „Could be $100 by 2026,“ „Foundry pivot.“
     • Bears: „Terrible leadership,“ „ARM is winning.“
   • Play:
     • Short-term: Calls if $INTC holds $25 support (bounce play).
     • Long-term: Shares if you believe in turnaround (high risk).
3. Obesity Drugs ($VKTX, $GDS, $VNET)
   
   • Sentiment: „JP Morgan says $VKTX is overweight.“
     • Play: $VKTX Sept calls (obesity drug hype).
     • Risk: Biotech is binary—could crash on trial data.
4. Weed Stocks ($TLRY, $CURLF, etc.)
   
   • Sentiment: „Rescheduling hype“ (Trump meeting with MSOs).
     • Play: $TLRY Sept calls if you believe in political tailwinds.
     • Risk: Pure speculation—no fundamentals.
5. Chinese Penny Stocks ($FUTU, etc.)
   
   • Sentiment: „Pump-and-dump warnings“ (WSB lost $3.7B in July).
     • Avoid: Unless you’re day-trading with a stop-loss.

🌍 Macro Themes (Big-Picture Moves)

1. Jackson Hole & Fed Policy
   
   • Sentiment: „No rate cut = market tank.“
     • Play:
       • Short-term: VIX calls or SPY puts if Powell is hawkish (Aug 23).
       • Long-term: TLT calls if recession fears rise (yield curve inversion).
   • Key Levels: SPY $550 support, $560 resistance.
2. Semiconductors ($AMD, $INTC, $SMCI)
   
   • Sentiment: „AMD to the moon!“ (vs. NVDA).
     • Play: $AMD Sept calls (cheaper than NVDA, AI/CPU exposure).
     • Risk: Tariff fears (Trump’s 10% China tax threat).
3. Retail & Consumer ($TGT, $BJ, $COST, $TJX)
   
   • Sentiment: „TGT will crash,“ „BJ’s earnings whipsaw.“
     • Play:
       • $XRT (retail ETF) puts if consumer weakness persists.
       • $COST calls as a „safe“ retail play.
4. Energy ($UUUU, $XOM)
   
   • Sentiment: „UUUU is a piece of shit“ (uranium slide).
     • Play: $XOM calls if Middle East tensions flare (oil spike).

🚨 Red Flags (Avoid or Fade)

1. $PLTR, $OPRA, $DNUT
   
   • Why: Pump-and-dump risk, weak fundamentals.
2. $MSTR (MicroStrategy)
   
   • Sentiment: „Caught a falling knife.“
   • Avoid: Tied to BTC’s volatility—no edge here.
3. $RBLX (Roblox)
   
   • Sentiment: „Dead by Oct 17.“
   • Play: Puts if you’re bearish on gaming/ad spending.
4. $HOOD (Robinhood)
   
   • Sentiment: „HOOD LEAPS?“ (desperation play).
   • Avoid: No clear catalyst; revenue tied to meme-stock volumes.
5. $UPS, $GENI
   
   • Sentiment: Random mentions, no conviction.

🏆 Top 3 Trades I’d Consider

1. $NVDA Long-Term Calls (Jan 2025 $150)
   
   • Why: AI secular trend > short-term valuation concerns.
2. $EL Earnings Straddle (Aug $250/$240)
   
   • Why: Burry’s bet + high IV = opportunity for volatility play.
3. $TJX Aug $95 Calls
   
   • Why: High probability of earnings beat (historical consistency).

📉 Top 3 Fades (Bearish Bets)

1. $PLTR Puts (Sept $18)
   
   • Why: Weak chart, no clear catalyst, WSB bagholders trapped.
2. $TGT Puts (Post-Earnings)
   
   • Why: Insider sentiment („sales shitty“) + high expectations.
3. $SPY Puts (If Powell is Hawkish)
   
   • Why: Market is pricing in a 50% chance of Sept cut—disappointment = sell-off.

💡 Final Thoughts

• Avoid 0DTEs: Too much luck involved (see: „net gain of $6 after commish“).
• Earnings Plays: $EL, $TJX, $TGT are the focus—position size accordingly.
• Macro Hedging: If you’re long tech, consider small VIX calls as insurance.
• Meme Stocks: $PLTR, $MSTR, $RBLX are lottery tickets—don’t YOLO.
• Crypto: BTC at $60K is „fair value“ per WSB—wait for $50K to buy.

🚀 WSB’s „Market Vibes“

• „Market’s going to skyrocket over the next 7 days“ (bullish).
• „It’s ripe for correction“ (bearish).
• Consensus: No one knows shit—trade the trend, not the narrative.

TL;DR:

• Bullish: $NVDA, $EL, $TJX, $AMD, $VKTX.
• Bearish: $PLTR, $TGT (post-ER), $SPY (if Powell hawkish).
• Avoid: $MSTR, $RBLX, $HOOD, Chinese pennies.
• Macro: Watch Jackson Hole (Aug 23) for Fed clues.

Disclaimer: This is not financial advice—WSB is a casino, and 90% of these degens will lose money. Trade responsibly. 🎰