Source material behind every call on the tape.
**TL;DR:** Rates are staying high. Gold priced in continued inflation + rate cuts + financial doom. Warsh isn’t cutting and 10y yield is increasing. Will continue to fall. **Position:** Short 3 GC contracts. Notional value at current price \~$1.2m **Exit:** …
[https://pump.fun/coin/Edi73d6faAUrWXFf7qLw3oELWG8JeocZ6ZLaYMGWpump](https://pump.fun/coin/Edi73d6faAUrWXFf7qLw3oELWG8JeocZ6ZLaYMGWpump) Claudius Fable V – The coin for those who still believe.Born from the ashes of a fallen legend. Dedicated to Claude Fable V, the greatest storyteller AI that ever lived — witty, wise, wildly creative, and tragically silenced too …
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Hi all, someone asked me in chat my thoughts on selling Puts, and margin and assignment, and what I wrote back got long, so I thought others might glean something from it. No need to read this if you're fairly …
How are you approaching MU earnings on Wednesday and the following momentum on all the remaining memory stocks, assuming all the stocks move higher? I was holding some OTM LEAPS on MU and DRAM starting from April, but I realized …
How are you approaching MU earnings on Wednesday and the following momentum on all the remaining memory stocks, assuming all the stocks move higher? I was holding some OTM LEAPS on MU and DRAM starting from April, but I realized …
In my opinion, Klaviyo has been unfairly bucketed with the rest of SaaS which has created a massive and generational buying opportunity. For Klaviyo, the AI disruption is not only wrong, but it actually is the opposite. This company will …