Source material behind every call on the tape.
I’m planning to switch over to selling options/collecting premiums. I’ve had my fun with LEAPs over the last couple of years and have built up enough money ($75k) to where I think I can start taking a more conservative approach …
Ghalibaf is making it clear on his X that he's watching US News cycle on markets. Markets being up = he has more leverage. Markets going up into midterms = big leverage. He knows Trump has no good options so …
What stood out to me yesterday wasn’t just price going higher. It was how the move happened underneath. BTC pushed up while OI barely increased, and the broader market recovered while total OI actually cooled slightly. Usually that’s healthier than …
Noticed something interesting today and wanted to share the full picture. Yesterday the Clarity Act cleared the Senate Banking Committee with a 15-9 bipartisan vote. Huge news for crypto regulation. BTC reacted immediately — shot up to 81.9k, tested 82k, …
Thanks for reading Stock Analysis Compilation! Subscribe for free to receive new posts and support my work.Upgrade Your Edge on HFBestIdeas.com 🚀Stop spending hours sourcing and digesting Hedge Fund letters. Let HFBestIdeas do the manual work for you and turn …
Welcome to the TSOH Weekly Roundup, which is sent out each Friday at 11am ET. Each update features a Chart of the Week and a brief discussion on three news items that are relevant to the TSOH investable universe.Chart Of …
There is one thing the AI buildout cannot scale without. Not chips. Not capital. Not data. **POWER.** ERCOT just told Texas lawmakers that AI-driven peak demand could quadruple by 2032. Utility interconnection queues are five-year backlogs. Hyperscalers need firm redundant …
Ran GOOG through a personal scoring tool I built (6 weighted signals, end-of-day data). ended up at 47/100, which lands in HOLD. the stuff that looks expensive: \- P/I of 2.5x. that's in the top 10% of its own history …
I bought USO strike 145 expiring today last Friday when it was around 135. Can anyone explain why it’s down? Is it just since Vix went down since I bought it? Poor liquidity on bid/ask spread? Thanks.