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It’s common to see OPEX blamed as the go-to scapegoat for market moves, but today provides a strong example of those flows genuinely impacting the market. Stocks have faced consistent selling pressure throughout the day, and equity market volatility has finally come alive. The…
Recent Data Center conference big picture takeaways: -BYOP = Bring your own power being accepted as likely norm as we hit bottlenecks, nat gas interest is sparked -SMRs are still a long away -Sites: land w/ fiber access near nat gas or find fiber where grid is not constrained…
🥐 fresh crumbs with OJ 🧃 #OPex week Dips are #BUYING opportunities 👸🦥 + positive Jan 1st flows will continue to grind $SPX higher through the low volume holidays #Dispersion is back and we may see a running of the MEMES🎲 We can expect to see a shift in market leadership,…
Thoughts on the $OKLO earnings call Positive Buying Atomic Energy for $25 million all stock $250 million cash $40 million burn rate Huge investors including Sam Altman and Y combinator Tech partner with Idaho National Labs Negative Small earnings miss Almost 15 million…
$ASTS is poised to reach $175 by August 2025, over $825 by August 2026, and exceed $1,150 by August 2027. This is unstoppable—like having a license to print money. It’s incredible!
Elliott Investment Pushes Honeywell To Split Into Two Independent Companies, Citing $5B Stake And Predicting 51-75% Share Price Increase Over Two Years $HON Over the past five years, the Charlotte, North Carolina-based company has lagged its peers, with its stock rising about…
Me after seeing a 17 year old kid hodling bitcoin outperform the best money managers at Wall Street with 3 PhD’s in finance
A significant policy statement by the incoming presidential administration has been a commitment to accelerate the certification and adoption of Electric Vertical Aircraft (“EVA” or “eVTOL”) in the U.S. We look forward to the potential of accelerating our timeline to transform…
Donald Trump's plan to stop the chemical, physical and emotional mutilation of America's youth. 1. "Revoke Joe Biden's cruel policies on so-called gender-affirming care." 2. "Sign a new executive order instructing every federal agency to cease all programs that promote the…
🤖 Breaking: $UPST Q3 Earnings - AI Lending's Comeback Story! 📊 💸 Big Numbers That Matter: • Revenue: $162M (+20% YoY, +27% QoQ) 🚀 • Loan Volume: $1.6B (That's billion with a B!) 📈 • Loans Originated: 188,149 (+30% YoY) (Translation: More people are getting approved for…
6k is a key level on $SPX, and I can tell you for a fact, that the dealer community is offsides on call side gamma. Whenever we slide through that, call side Vols will lift aggressively.
This one tweet summarizes the usefulness of tail risk hedging in the most simplest way.
he'd buy those nominally cheap (but vol expensive) weeny puts when he was bullish. Because if the market dropped he just wanted to own what I call "the trap door" to protect what he really wanted to do...get balls long
he'd buy those nominally cheap (but vol expensive) weeny puts when he was bullish. Because if the market dropped he just wanted to own what I call "the trap door" to protect what he really wanted to do...get balls long
I kinda forgot how funny Trumps tweets are. 😂 Here are some bangers. 🧵 1/16
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Vinu Subramaniam
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Shark Bait
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K
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Frank B
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Voss
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Naman Sharma
@NamanShh_ -
DBcapitalGroup
@DBcapitalgroup -
BL4
@Bluong4 -
Luis Barragan
@Ibarragan19 -
L F
@fyl3991 -
WishStonkSux
@WishBagHolder22 -
James Simpson
@DoctorBlue11358 -
James West
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bobafett
@bobafett2022 -
PLTR
@palantiran
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