Stocks|Options|Dogs|Golf Sniffing out birds, birdies, and the best trades in the market. New to the game. Not financial advice.
Fargo, ND
Joined May 2017
- Tweets753
- Following1.1K
- Followers48
- Likes16K
Market Bird Dog retweeted
1) Downside exposure was identified at open but due to qqq being above 736 floor we decided to wait until it breaks for bears to continue having fun. Analyst alerted calls which paid above $QQQ floor and most closed out once I spotted a rug forming on spx. Then we Identified the regime = pump and dump.
2) Waited for QQQ to lose its floor to play more puts.
Market Bird Dog retweeted
Now published in Algorithms for Molecular Biology: link.springer.com/article/10…. Key message: a tiny CNN model with 7k parameters can capture main splice signals across vertebrates+insect and halves the minimap2 & miniprot junction error rate. I always use this new feature now.
Preprint on "Improving spliced alignment by modeling splice sites with deep learning". It describes minisplice for modeling splice signals. Minimap2 and miniprot now optionally use the predicted scores to improve spliced alignment.
arxiv.org/abs/2506.12986
Market Bird Dog retweeted
Not a conspiracy guy but did the PGA Tour and Callaway pull a hit on Good Good Golf?? Approved the commercial then let’s Good Good take all the fall.
Callaway is also currently $84m into a $200m stock buyback, very interesting timing for Callaway’s stock to drop…
Market Bird Dog retweeted
6/6 or 7/7 wins today didn't count, including eod dump & pump. Trade with me via whop.com/owls-options-trader…
Market Bird Dog retweeted
Moderna opened 85% higher this morning on a cancer trial result. That part is real.
The press release never says how well the drug actually worked.
No effect size, no survival number, nothing. Nine times a normal day's volume traded in the first hour on a result nobody outside the trial has seen. 🧵
IHC MORNING NEWS BRIEF | 8.19.26 |
Market Bird Dog retweeted
September always comes.
Volume returns, the ranges widen for real reasons, and everything you practiced in the quiet gets used.
Market Bird Dog retweeted
The 30 year Treasury just hit its highest yield since 2007.
So why is two year government debt a full point cheaper than it was in 2023?
Only one corner of the bond market is upset, and the reason has almost nothing to do with inflation. 🧵
IHC MORNING NEWS BRIEF | 8.19.26 |
Market Bird Dog retweeted
Notable Flow
Bullish Trades
$AS 40C 9/18exp $1.8M .35 Avg
$QBTS 20C 9/4exp $549k 1.31 Avg
$DVN 49C 9/4exp $400k 1.13 Avg
$CENX 46C 9/18exp $330k 3.21 Avg
$CBRE 160C 12/18exp $1.6M 7.9 Avg
Bearish Trades
$NVS 150P 9/18exp $1.6M 2.86 Avg
$MARA 6P 1/15exp $264k .51 Avg
$U 45P 1/15exp $1.2M 6.02 Avg
$SHAZ 60P 11/20exp $530k 10.7 Avg
$SIL 78P 9/18exp $294k 1.55 Avg
Put Sells
$CRML 7.5P STO 9/18exp $568k 1.62 Avg
$KOPN 5P 10/16exp $287k .7 Avg
$CRWV 60P STO 10/16exp $1.56M .78 Avg
$CAT 735P STO 9/25exp $440k 5.8 Avg
ETF Flow
$QQQ 717P 8/19exp $7.2M 2.55 Avg
$SPY 755P 9/18exp $15.7M 7.15 Avg
$IWM 293P 9/18exp $18M 3.25 Avg
@TheOwlsCapital
Market Bird Dog retweeted
The Notables
Bullish Flow
$CORZ 28C 10/16exp $2.5M .59 Avg
$VIST 80C 11/20exp $1.1M 4.03 Avg
$GRAL 85C 10/16exp $656k 5.94 Avg
$CIFR 24C 9/25exp $423k .84 Avg
$AXTI 145C 2/19exp $4.3M 22.99 Avg
$NVDA 240C 8/28exp $15.4M 2.4 Avg
Bearish Flow
$CCL 27P 12/18exp $3.4M 2.31 Avg
$IBIT 20P 12/2028exp $32.6M 3.19 Avg
$KIE 57P 12/18exp $262k 1.05 Avg
$BA 210P 9/25exp $755k 2.3 Avg
$APP 260P 10/16exp $436k 8.28 Avg
Put Sells
$QQQ 716P STO 10/16exp $18.5M 16.88 Avg
$EXE 85P STO 10/16exp $2.2M 1.12 Avg
$ROST 220P STO 9/18exp $1.22M 2.24 Avg
$META 515P STO 10/2exp $1.33M 5.5 Avg
$KWEB 26P STO 10/2exp $795k .53 Avg
Call Sells
$MRK 150C STO 11/20exp $3M 3.05 Avg
$PG 160C STO 12/18exp $925k 1.72 Avg
$CLS 400C STO 11/20exp $2.7M 30.99 Avg
ETF Flow
$VIX 24C 9/16exp $13M .74 Avg
$SPY 750P 8/28exp $1.8M 1.06 Avg
$LQD 106C 10/16exp $920k .90 Avg
$IGV 97P 9/18exp $2.4M 1.65 Avg
$EWY 200C 9/11exp $2.9M 5 Avg
@TheOwlsCapital
I get all the flow data from @SkylitAI , and you should too
