Options trader. My tweets are not investment advice.
Joined October 2010
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DYOptions retweeted
TRUMP ON ZELENSKYY'S COMMENTS: TIME FOR SOMEONE ELSE TO NEGOTIATE ON BEHALF OF UKRAINE
I don't mean to sound overly bearish. I'm just suggesting caution. When the Fed remains hawkish, buying equities offers poor R/R unless your time horizon is measured in years. Respecting the Fed has always kept me on the right side of the trade.
Btw if you’re new here, my bearish pivot is recent, starting just a couple of weeks ago. Rest assured, I’ll turn bullish again.
DYOptions retweeted
HEDGE FUNDS DUMP TECH STOCKS AT FASTEST PACE IN A DECADE
Goldman Sachs reports that hedge funds cut technology exposure at the fastest pace since at least 2016 during the five sessions ending October 15.
The Nasdaq 100 plunged 5.5% last week, while semiconductor stocks suffered the largest dollar selling.
Despite the selloff, tech still represents 23.5% of hedge fund portfolios, near historically elevated levels.
When the public owns the stock at scale, the government is effectively forced to backstop the company. If the debt buckles, the taxpayer ends up paying for the bailout. 🤔
so Anthropic said they are committed to give away 20% of their company’s shares to the public
Elon today said he is ready to give one share of $SPCX to every American child, worth $10B at today’s prices
the reason for this is because both feel that AI is going to so transformational, which also means so disruptive to our current economic system, that they probably know a higher tax rate is coming and would rather give their money directly to the public vs having it go through a government agency
at the same time, the market is upset because of CoreWeave’s bonds
how can Elon and Anthropic think AI is so important that they need to literally give away their shares (Elon today said we will have universal high income) but the market is questioning the entire fabric of the AI trade
someone is wrong here
When the public owns the stock at scale, the government is effectively forced to backstop the company. If the debt buckles, the taxpayer ends up paying for the bailout.
🤯
🚨#BREAKING: Unconfirmed reports claim Kim Jong Un may have "secretly died" in China.
DYOptions retweeted
Israel's Prime Minister Netanyahu to Trump: We have work to finish - Israel's Hayom News
DYOptions retweeted
BREAKING: The US has carried out strikes on Iran's Konarak Naval Base on the southeastern coast, wounding two Iranian soldiers, per Al Jazeera.
It is the first US strike on Iran in nearly 7 weeks.
Iran will likely retaliate tonight.