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◢ Re-poster
253 Posts

◢ Re-poster

“Only a fool trips on what’s behind them.” — Iceberg Slim ◢ Founder, CEO, Asymmetric Financial & Asymmetric Information
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Long correlation. Short dispersion. This is the trade for the mid-terms.
Long correlation.

Short dispersion.

This is the trade for the mid-terms.
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…
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…
U.S. National Debt just hit $40T. Here's to the next $40T! 🇺🇸
U.S. National Debt just hit $40T.

Here's to the next $40T! 🇺🇸
@pattyice you sure are quiet, champ?
@pattyice you sure are quiet, champ?
💸 Closed $SNDK 8/21 (Short $1950 Call) +67.80% Held 1 day Executed with Radon https://radon.run
💸 Closed $SNDK 8/21 (Short $1950 Call)

+67.80%

Held 1 day

Executed with Radon

https://radon.run
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.
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.
Seeing @claudeai Fable “apologize” for perpetuating and creating bugs that weren’t there over and over again lately. @grok 4.6 is not having these issues.
Seeing @claudeai Fable “apologize” for perpetuating and creating bugs that weren’t there over and over again lately.

@grok 4.6 is not having these issues.
Bears really don’t want Silver, $SL1, above $67. When it breaks, expect a major squeeze.
Bears really don’t want Silver, $SL1, above $67.

When it breaks, expect a major squeeze.
This https://pump.fun shit is pure comedy. Wtf are you guys even doing?
This https://pump.fun shit is pure comedy.

Wtf are you guys even doing?
Radon #1? Interesting. https://join.pump.fun/HSag/d1mf2niu
Radon #1?

Interesting.

https://join.pump.fun/HSag/d1mf2niu
Remember last month when everyone was panicking over the rise in margin debt? The doomers were wrong. Again. https://radon.run
Remember last month when everyone was panicking over the rise in margin debt?

The doomers were wrong. Again.

https://radon.run
@FirehawkAero’s key innovation is in how rocket propellant is produced. A process that normally takes 15–60 days has been reduced to about 6 hours. 6 HOURS. That breakthrough is what will make Firehawk the third-largest producer of rocket propellant in the country next year. Listen to CEO @williewockets 👇🏼
@FirehawkAero’s key innovation is in how rocket propellant is produced.

A process that normally takes 15–60 days has been reduced to about 6 hours.

6 HOURS.

That breakthrough is what will make Firehawk the third-largest producer of rocket propellant in the country next year.

Listen to CEO @williewockets 👇🏼
$1T in purchase commitments. 6 companies. $GOOGL $MSFT $META $AMZN $NVDA $ORCL
$1T in purchase commitments.

6 companies.

$GOOGL $MSFT $META $AMZN $NVDA $ORCL
31 Minutes Hold Time 💸 Closed $AAOI 8/14 (Long $150 Put) +54.54% Executed with Radon https://radon.run
31 Minutes Hold Time

💸 Closed $AAOI 8/14 (Long $150 Put)

+54.54%

Executed with Radon

https://radon.run
7 minute Hold Time 💸 Closed $SNDK 8/14 (Long $1600 Put) +49.00% Executed with Radon https://radon.run
7 minute Hold Time

💸 Closed $SNDK 8/14 (Long $1600 Put)

+49.00%

Executed with Radon

https://radon.run
9 minute hold 💸 Closed $SNDK 8/14 (Long $1600 Call) +94.29% Executed with Radon https://radon.run
9 minute hold

💸 Closed $SNDK 8/14 (Long $1600 Call)

+94.29%

Executed with Radon

https://radon.run
4 Minute Hold Time 💸 Closed $AAOI Risk Reversal 8/14 (Short $130 Put / Long $141 Call) +432.71% Executed with Radon https://radon.run
4 Minute Hold Time

💸 Closed $AAOI Risk Reversal 8/14 (Short $130 Put / Long $141 Call)

+432.71%

Executed with Radon

https://radon.run
SP 500 Bullish Percent Index is now overbought and at the highest level since July 30, 2025.
SP 500 Bullish Percent Index is now overbought and at the highest level since July 30, 2025.
Oh you don’t say: $SPCX - SPACEX: MORGAN STANLEY SEES $300 TARGET, $600 BULL CASE Morgan Stanley maintains its $300 SpaceX target, with a $600 bull case, following the planned $60B acquisition of AI coding platform Cursor. Cursor is used by 64%+ of the Fortune 500 and 50,000 enterprises. Morgan Stanley expects Cursor ARR to hit $8B by year-end and ~$33B by 2030. Key catalysts include Q3 disclosures, upcoming Grok 4.6/4.7, Grok 5, potential Composer 3, and new ARR updates
Oh you don’t say:

$SPCX - SPACEX: MORGAN STANLEY SEES $300 TARGET, $600 BULL CASE

Morgan Stanley maintains its $300 SpaceX target, with a $600 bull case, following the planned $60B acquisition of AI coding platform Cursor.

Cursor is used by 64%+ of the Fortune 500 and 50,000 enterprises.

Morgan Stanley expects Cursor ARR to hit $8B by year-end and ~$33B by 2030.

Key catalysts include Q3 disclosures, upcoming Grok 4.6/4.7, Grok 5, potential Composer 3, and new ARR updates
$MSFT flows continue to be incredibly bullish, post-earnings. 0.12 Put/Call ratio today alone.
$MSFT flows continue to be incredibly bullish, post-earnings.

0.12 Put/Call ratio today alone.
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