◢ Re-poster
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◢ Re-poster
“Only a fool trips on what’s behind them.” — Iceberg Slim ◢ Founder, CEO, Asymmetric Financial & Asymmetric Information
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@nvidia understood the assignment
Nvidia is planning to use a $6 billion deal it struck this week to build one of the world’s most powerful open-weight AI models, to compete with Chinese heavyweights like DeepSeek, according to people familiar with the matter - WSJ
Nvidia is planning to use a $6 billion deal it struck this week to build one of the world’s most powerful open-weight AI models, to compete with Chinese heavyweights like DeepSeek, according to people familiar with the matter - WSJ
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Hedge fund managers are max short the consumer.
Lowest net reading since 2006.
$XLY
Lowest net reading since 2006.
$XLY
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@x Money for Premium+ users has $10M of insurance on deposits that earns 6% which is double what other banks offer.
No brainer to park cash there, IMO.
No brainer to park cash there, IMO.
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$SLV volatility still hasn't really moved at all.
Silver vol is still wildly mis-priced here.
Silver vol is still wildly mis-priced here.
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Two week swing with size in $GLD; sold half.
Subs knew about it before you did.
+98.65%
💸 Closed $GLD Bull Call Spread 10/16 (Short $450 Call / Long $420 Call)
Held 14 days
Executed with Radon
https://radon.run
Subs knew about it before you did.
+98.65%
💸 Closed $GLD Bull Call Spread 10/16 (Short $450 Call / Long $420 Call)
Held 14 days
Executed with Radon
https://radon.run
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Everything is arbitrage.
(Source: @sui414)
(Source: @sui414)
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💸 Closed $AAOI Risk Reversal 9/18 (Short $120 Put / Long $135 Call)
+207.82%
Held 4 hours
Executed with Radon
https://radon.run
+207.82%
Held 4 hours
Executed with Radon
https://radon.run
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Philly Fed Business Outlook just saw its highest monthly increase in history.
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The market is continuing to test Bessent's resolve here.
The move in 30Y has completely retraced the buyback news.
The move in 30Y has completely retraced the buyback news.
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Wave 👋 @defianceinvest
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Quick 1 hour flip +136.46%
💸 Closed $META 8/19 (Long $550 Call)
Executed with Radon
https://radon.run
💸 Closed $META 8/19 (Long $550 Call)
Executed with Radon
https://radon.run
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Long correlation.
Short dispersion.
This is the trade for the mid-terms.
Short dispersion.
This is the trade for the mid-terms.
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We are now experiencing the longest streak without an 80% downside-volume day since the data began in 1996, and it's not even close.
Tick tock…
Tick tock…
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U.S. National Debt just hit $40T.
Here's to the next $40T! 🇺🇸
Here's to the next $40T! 🇺🇸
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@pattyice you sure are quiet, champ?
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💸 Closed $SNDK 8/21 (Short $1950 Call)
+67.80%
Held 1 day
Executed with Radon
https://radon.run
+67.80%
Held 1 day
Executed with Radon
https://radon.run
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Wall Street “analysts” truly do not understand how vertically integrated @grok, @cursor_ai, @bot, Origin, @X and @SpaceX are and how it will dominate.
@elonmusk is building the terminal stack for agentic development with an inexpensive frontier model, an elite IDE/cloud platform, a personal AI assistant, source code management for the agentic age, the realtime stream of internet consciousness for data and training and of course the chips, internet connectivity and energy/power behind it all.
I can’t imagine being bearish @SpaceX $SPCX long term here.
@elonmusk is building the terminal stack for agentic development with an inexpensive frontier model, an elite IDE/cloud platform, a personal AI assistant, source code management for the agentic age, the realtime stream of internet consciousness for data and training and of course the chips, internet connectivity and energy/power behind it all.
I can’t imagine being bearish @SpaceX $SPCX long term here.
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