Pro Options trader, decent sports bettor, new dad. 4x marathoner. Just trying to make a dollar out of 50 cents. *Not financial advice*
Seattle, WA
Joined August 2009
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Jason retweeted
$SPCX earnings are out and the entire neo-cloud sector is ripping after hours.
Easy to connect the dots after the move. The harder part is spotting buyers stepping in while everyone else is selling.
That’s what we flagged last week. Heavy selling across the sector, with fresh bullish positions opening into the lows.
We shared this with our followers last week before the move.
$CRWV $WULF $HUT $RIOT
$WGMI
The left-for-dead bitcoin miners, now mostly AI datacenter landlords, got flushed yesterday on the hot CPI print. $WGMI -11%, down 56% from its June high.
The selling came on huge volume:
$CRWV -16% on its heaviest volume day of 2026 (111M shares, ~4x normal)
$CIFR posted its two heaviest volume days of the year back to back
$WULF -13% on 2x normal volume
Into the lows, Nightglass flow caught buyers stepping in:
$WULF bought 25,762 Jan '27 $13 calls ($5.7M) Monday, then bought 24,000 Mar '27 $15/$25 call spreads at 3pm Tuesday, near the low
$RIOT bought 19,499 Jan '27 $16 calls ($5.3M), then sold 97,600 Dec $10 puts on the drop, a bet it holds $10
$CIFR bought 25,187 Jan '27 $11 calls ($5.7M) the day it fell 13%
$CRWV sold 23,547 Jan '27 $60/$50 put spreads, collecting $7.5M, a bet it holds $56.80 into January
All new positions.
$WGMI's line is the March low at $31.79.
Impressive
SpaceX has announced that Grok @Bot now has 800,000 paid weekly users as of earlier this month, more than doubling from the previous month.
ES_F up after hours already into 7775... just another day of 0DTE controlling the last few hours while breadth held up
Curious how they open tomorrow but VIX expiring could setup a fade the gap scenario Wednesday
$SPCX earnings statement
"We delivered another strong quarter in Q3. Revenue grew an impressive 161% year-over-year, fueled by continued momentum in Connectivity and a clear inflection in our Super Intelligence business. The combination of our launch leadership, recurring Starlink revenue, and the significant expansion of our SI infrastructure continues to drive meaningful operating leverage. We are building the infrastructure of the future with discipline — focused on capital efficiency, strong returns on invested capital, and maintaining a robust, investment-grade balance sheet — while moving with the velocity to capture the opportunity in front of us."
