Boybits Chua

@SeaKingOptions Hey the pump fade is quite good as well during RTH..

Going to pick up a fentanyl habit if all the moves continue to only happen when options markets are closed, know this

@alphaticaio @VolSignals is that you chatgpt?

We just spent three weeks tracking this in real time on $SPY. The data says otherwise. $660 had -$728.6M of negative gamma concentrated on it last Thursday. SPY closed at $659.80. Twenty cents below. The prior session it closed at $661.43. $1.43 above. Two consecutive closes within $1.50 of the largest gamma strike in the chain. That’s not coincidence. That’s delta hedging math. Here’s the mechanism. When dealers are short a massive put strike, the gamma at that strike creates a two-way force. Above the strike, dealers buy shares as delta decays (supportive). Below it, dealers sell shares as delta expands (accelerating). The strike itself becomes an attractor because hedging flows converge on it from both sides. On Friday, $650 replaced $660 as the epicenter at -$971.2M. SPY’s intraday low was $648.34. It closed at $648.57. Pinned within $1.43 of the strike with the largest gamma concentration in the entire options chain. We tracked $660 from -$300M on March 10 to -$728.6M on March 19. During that entire buildup, SPY consistently closed within a narrow band of $660. When $660 finally broke, price didn’t drift through it. It accelerated to the next gamma node at $650 and pinned there instead. That’s not a theory. That’s three weeks of documented dealer positioning at specific strikes producing observable price behavior at those exact levels. Does it work on every strike? No. It requires concentrated gamma, large OI, and near-term expiration. But when those conditions are met, the hedging flows are real and measurable.

SPX has been grinding down to the JPM Collar hedge level at 6475 as vol has steadily crept higher. Does market maker hedging cause pinning behavior at major dealer short-strikes? NO. (A THREAD)

@trq212 kudos to the Discord team for making the bot setup so seamless and easy

We just released Claude Code channels, which allows you to control your Claude Code session through select MCPs, starting with Telegram and Discord. Use this to message Claude Code directly from your phone.

@morpphhhaw lmao..forward test it...

we ran 1870 trades on Polymarket with XGBoost 89.6% win rate XGBoost runs 330 correction cycles per prediction - each one fixing the last mistake the formula that does it: | F(m) = F(m-1) + η × (−∂L / ∂F(m-1)) | every step the model asks one question: where am I still wrong? Then corrects it $100k → $205k on backtest. -10.2% max drawdow

@sama Thanks Sam. You are now a billionaire while tons of us now will have no way to feed our family or pay our mortgage. Really so proud of you.

I have so much gratitude to people who wrote extremely complex software character-by-character. It already feels difficult to remember how much effort it really took. Thank you for getting us to this point.

@FinanceLancelot why he needs defending..he is the one who attacks lmao

WATCH: President Trump "The problem with NATO is we'll always be there for them, but they'll never be there for us." "I always said, if it ever comes time to defend us they're not going to be there."

@MichaelPBento @zerohedge we either go up or down..nice..its like not having to know this info.. thanks 😅😅

Someone has been hammering these puts in at the ask all day. Nearly $8.5MLN in total so far. Either someone knows something or they are about to lose a lot of money.

@shiri_shh @karpathy dude if most wont have jobs then how will the economy function? All will be affected lol

so @karpathy dropped a report analyzing 342 jobs from the US economy. scored each job 0–10 based on AI exposure and how likely it is to be replaced. software developers: 9/10 medical transcriptionists: 10/10 paralegals: 8–9/10 data analysts: 9/10 editors: 8/10 roofers: 1/10 electricians: 2/10 plumbers: 2/10 firefighters: 2/10 Average across all 342 jobs: 5.3/10. karpathy.ai/jobs

go fuck yourself @DavidSacks

@ClaudiusMaxx @unusual_whales Given they are selling you the tool...the answer should be evident -- this is not any magic trading tool that makes someone tons of money

every edge commoditizes once the tooling reaches a subscription price. the interesting question: does pairing a language model with live options data produce better decisions or faster rationalizations of bad ones. institutional players had information asymmetry as their edge. for retail, the execution gap was always behavioral. this changes the data layer. the harder problem is knowing what to do when the signal conflicts with your thesis at the worst possible time.

BREAKING: We’ve given Claude direct access to the full options and equities market. Introducing the Unusual Whales MCP Server. It connects any AI assistant to live, structured market data in real time. Build a trading bot. A finance dashboard. Build whatever you want. Thread:

@satyanadella so microsoft is building an app to get rid of workers but aren't you guys per seat model?

Announcing Copilot Cowork, a new way to complete tasks and get work done in M365. When you hand off a task to Cowork, it turns your request into a plan and executes it across your apps and files, grounded in your work data and operating within M365’s security and governance boundaries.

@draecomino @Ben01Den What economic value is there left..we are going rid of most workers... Lol

@Ben01Den Apple's silicon can only run 70B models. Those have practically no economic value compared to Opus 4.6.

No – Anthropic will be worth more than Apple. The demand for hardware widgets is finite. The demand for automated intelligence is infinite.

@BEASTMIKEX @cryptopunk7213 who are they going to sell to though? there will be no economy left

@cryptopunk7213 Convinced that sales is the best way to make money

wow Anthropic just published a crazy report on AI replacing your job and er... you might want to look at this: - #1 most at-risk jobs are computer programmers, financial analysts (rip excel bros) and customer service - most at-risk workers are female, white, older and higher paid. - BUT high-risk jobs *aren't* firing employees... they've STOPPED HIRING. biggest victims: college graduates (4X more likely to be fucked) - entry-level hiring has dropped 14% since chatgpt launched (for highest risk jobs) - SAFEST jobs are... bartenders, dishwashers and lifeguards - any manual labour that AI can't automate (yet) this accounts for 30% of the job market. - this was the scariest part: AI models are capable of automating most work TODAY but are prevented because of law and slow company adoption. so its not even a fucking skill issue its an ADOPTION issue. - now its important to understand that the study is based on real world data but also 'theoretical' intelligence. so take it with a pinch of salt. some jobs (manual labor) didn't even meet min. data reqs i applaud anthropic on being so damn transparent - they're literally the company behind claude who will be responsible for these impacts studies like this will help us figure it the hell out. LOT of change coming this year.

@cryptopunk7213 so where is the money going to come from to run the economy? Martians?

No crying in the casino!

This guy clapped at me. I clapped back. We then spoke. So I funded his two daughters’ college accounts. I hope the kids become better investors than their dad! But in all seriousness, I also think he was very mature in how he internalized our conversation. Onwards!

@fashionluvr @mattob @chamath @theallinpod @friedberg doing what? bombing countries and killing people? lol

@mattob @chamath @theallinpod @friedberg ehh i dont think so, we just now have a president that is actually doing things

Whether you love it or hate it, the numbers don’t lie. If you don’t watch @theallinpod on the weekend, you will come to work on Monday missing what everyone is talking about. I don’t make the rules.

@hamptonism @perplexity_ai I thought the expensive stuff with trad finance is the marketdata? No?

Perplexity just became the the first Al company to truly go head-to-head with the Bloomberg Terminal... Using Perplexity Computer (with no local setup or single LLM limitation), it was able to build me a terminal with real-time data to analyze $NVDA using Perplexity Finance:

@fttcceo someone needs to vibecode TradingView

Quitting my yearly paid subscription to TradingView was the best decision of my life. Easily the most useless thing ever.

@joecarlsonshow @joecarlsonshow you are assuming chatbots wont be able to create dynamic user interfaces, they can do that and call tools. You probably need to start using agents again.

The Citrini think piece is great. Yes, I tore it to shreds in my episode, but it’s still a wildly thought provoking article. Just because I disagree with the conclusions doesn’t mean the thought exercise isn’t helpful. It shows that two investors can look at the exact same data and draw different conclusions. Extra information isn’t the primary driver of returns, superior judgement on the same information is. It will be interesting to see what happens over the next 5 years as agentic technology takes off.