quantedOptions retweeted
Just ask yourself questions.... please retweet if you find this helpful. The more we propagate market understanding, the better.
-Did we fill the gap?
no
-Why did the market rally early?
due to a combination of inventory correction and SPX channel support
-Did new money buyers step in to follow on with the buyers from the point above?
no
-What's happening with the catalysts that are current drivers of price?
those would be rates and oil and both are up sharply with no signs of topping
-Is there anything on the horizon that warrants caution?
yes, more inflation data tomorrow and 70% chance of FOMC hike next week
quantedOptions retweeted
Replying to @quantedOptions
I’m working with Claude building a custom dashboard using the API, but showed him the plugin and the published cards with tomorrow’s positioning like two hours ago getting ready for tomorrow’s session. Updated everything with live market data, his answer in the image. Great work!
quantedOptions retweeted
OpenAI reportedly bought tens of thousands of Mac minis and Mac Studios for reinforcement learning and training computer-use agents, while Anthropic rents Mac minis through AWS. - The Information
quantedOptions retweeted
About those rising GPU rental prices: what are they without Nvidia renting its own unused GPUs from its "customers"?
Nvidia Pauses Some Revenue Sharing Deals With AI Cloud Companies, Putting Circular Financing House Of Cards In Jeopardy zerohedge.com/technology/nvi…
quantedOptions retweeted
youtube.com/watch?v=6UAkx8tS…
Trading NQ with GEX Profiles provided by @quantedOptions. I’ve tested several different GEX tools and add-ons over the years, but this one is honestly incredible. Extremely useful and after using it, I don’t think I’ll ever trade without it again.
quantedOptions retweeted
It’s been a while since I’ve done a voiceover Order Flow video.
Here in this video I’m running an uncompressed DOM for $NQ next to one w tick compression.
I’ll upload the full video l8r ❤️❤️❤️❤️
Kk bye ily
🤝 Paid partnership
quantedOptions retweeted
After finishing the day on my personal account, we’ll do some scalping on a prop account.
Scalping ES with the best CBOE DATA licensed Options add-on for Sierra Chart, ATAS, and Bookmap that I’ve ever tested. @quantedOptions . Game changer for anyone who wants live levels directly inside their trading platform.
--------------------------------------------------- Disclaimer
CFTC Rule 4.41
Hypothetical or simulated performance results have certain inherent limitations. Unlike the results shown in an actual performance record, simulated results do not represent actual trading. Since trades have not actually been executed, the results may have under or over compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated trading programs are also subject to the fact that they are generally designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. Trading futures, options on futures, forex, stocks, cryptocurrencies, and other leveraged financial instruments involves substantial risk of loss and is not suitable for every investor. Past performance is not necessarily indicative of future results.
quantedOptions retweeted
HBM MASSIVE CONTENT DOWNGRADE ALERT🚨🚨: Nvidia Rubin Ultra will ship with 192GB of HBM4 8-hi. Not only is this a huge downgrade from the original Rubin Ultra which was previewed with 1TB of HBM, but it is even lower than regular Rubin which has 288GB. How did HBM content for Rubin Ultra get cut to 1/5th of the original? The number of cubes got cut to 8 when 4 die Rubin Ultra was scrapped. Then the stack height got reduce to 8-hi instead of 16-hi. Last it is cut to HBM4 which uses 24Gb dies instead of 32Gb dies with HBM4E, although an 8-hi HBM4E upgrade could com later. What was Nvidia's reasoning behind this? (1/2)🧵
quantedOptions retweeted
Do they stop the drop here with $VIX at 16?
quantedOptions retweeted
Tasty crumbs… 🍒🥐 👀
@JermalChandler @jam_croissant @tastyliveshow
$SPY $QQQ
youtu.be/QP1xrSsaYGM?si=TVg7…
quantedOptions retweeted
$SPX Monitoring afternoon developments, but tomorrow looks interesting.
quantedOptions retweeted
🚨🎙️ PEP GUARDIOLA ON MAN CITY CONCEDING FIRST VS ARSENAL:
“This is one thing I’m scared of. If we cannot control games and play at the level we used to, then we have a serious problem.
And honestly, I already had doubts about whether Enzo Maresca is the coach who can take Chelsea to that level too.
You can laugh now, but I’m telling you — I have it in mind.”
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FinancialJuice@financialjuiceAug 15
United Kingdom
United KingdomConnected via WebAccount-level information, not a live location or per-post device.
U.S. urges Apple against purchasing Chinese memory chips - WSJ
quantedOptions retweeted
The Goldman Panic index went from a 90 percentile to 0 percentile in one week
I think the market ultimately has no choice but to go sell memory, long optical in the "short term." Actually, some hedge funds already seem to have this position on.
There are three main reasons.
1. With Korean leveraged ETFs effectively dead, LPs are in a redemption rush, which could bring out additional sell on flow.
2. Nvidia is nerfing Rubin Ultra's HBM and responding with optics, tying multiple racks together, so that even if Rubin Ultra's per rack performance is not superior to Rubin, at the cluster level optics let the Rubin Ultra cluster hold an edge over the Rubin cluster. This holds even if Rubin Ultra's HBM nerf is a supply problem rather than a demand problem.
3. Consensus is forming that memory prices will peak within the next two quarters.
Medium to long term I am still a memory bull, but short term I am somewhat bearish on memory. I currently have no memory position.





























