Henri

4.8K posts

Henri

Henri

@HPierre_

“The more I learn, the more I realize how much I don't know.” ― Albert Einstein

가입일 Ağustos 2021
3.1K 팔로잉401 팔로워
Jaymes R.
Jaymes R.@jaymesrosenthal·
The $135 Million Oil Short HAPPENING NOW That's Punishing Retail Traders
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Henri
Henri@HPierre_·
@PulpPimp @darioperkins Per Grok, $3.29 per gallon for regular unleaded fuel in Florida right now (early April 2026) is not realistic for most areas—it's significantly below the current average. 🤡 Liar 🤡
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Pulp Pimp
Pulp Pimp@PulpPimp·
@darioperkins i paid $3.29 per gallon of fuel here in Florida. How much do you guys pay? That's the thing with dumb mother fuckers like you. They could tell you Trump was responsible for cancer, and you would go apeshit over it. TDS is real.
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Dario Perkins
Dario Perkins@darioperkins·
It looks like the economy was reaccelerating, before this administration f***ed it up... again
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SemiAnalysis
SemiAnalysis@SemiAnalysis_·
A lot of AMD's most cracked engineers that work on the latest disagg inferencing & MoRI first princples collective library are in China celebrating major chinese holidays. Should we get human  @AnushElangovan in an chinese dance battle verus AI?
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Joe
Joe@JoeyGEX·
A lot of new followers.. thank you! If you are interested in understanding the basics of dealer positioning, gamma, and charm.. I will be LIVE on the @OptionsDepth X account today at 1pm est.
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Hunter Jacques
Hunter Jacques@Hunter_Jacques_·
Advice from @jam_croissant from exactly a year ago (just before liberation day) from his first podcast from CBOE floor still holds true in this current environment. 0DTE options have almost zero Vega, their price is driven almost entirely by delta and gamma (actual price movement), not implied vol changes. That’s exactly why I have been avoiding holding 30/60DTE OTM puts. These have huge Vega, so even if the market drops, IV mean-reversion (crush) can destroy the premium. Exactly the way to hedge and optimize returns in the current elevated-VIX regime where longer-dated vol is expensive and prone to rapid contraction.
Hunter Jacques@Hunter_Jacques_

Karsan making a pitch for ODTEs in this IV environment so options with high Vega (like 30DTE) are more at risk of losing value as IV drops. Zero DTE (ODTE) options are better right now because they have almost no Vega. That means they’re not as affected by changes in implied volatility. So you can trade based more on actual price moves (delta, gamma)—intraday price action. 30-day options have high Vega, so when IV drops (reverts to the mean), those options lose value even if the stock doesn’t move. Vega measures how much an option’s price will change when implied volatility (IV) changes. •If Vega is high, the option’s price is more sensitive to changes in IV. •IV reflects how much the market thinks the stock will move—higher IV = higher option premiums. @jam_croissant latest podcast is a must listen.

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Vlad Tenev
Vlad Tenev@vladtenev·
Earlier in my career, a lot of energy went into proving that we could build something meaningful. Over time, the focus shifted. The question became less about whether we could create and more about what deserves to exist. That has pushed me toward a bigger view of access and ownership. For a long time, many of the best financial tools, opportunities, and networks were concentrated in a relatively small world. I think a healthier future gives far more people a real stake in the system. That belief has only gotten stronger as Robinhood has grown and as I have seen how much demand there is for a more inclusive model.
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Yamco
Yamco@Yam_Trades·
$SPX Afternoon Update From @OptionsDepth Next 5 - Some mean reversion plays on the tape Out day call credit spreads & ITM Calls sold. We basically tested the 21D EMA from underneath (not quite to it) and sold off slightly. I think pretty much everyone has the same view - reclaim some moving averages on volume, we can assess a low is in - reject them, then go find liquidity lower. I'm being patient Took a long on 6554 and scalped a few more legs higher took a short at 6605 and stopped for peanuts. Presser tonight - who knows what the reaction is .....
Yamco tweet media
Yamco@Yam_Trades

$SPX Morning update How I saw the day -in premarket, longed 6554 into 6580 with some ES; Neutral right now but would like to see fade from higher. 0DTE from @OptionsDepth -Large Put credit spread at 30/25 Gamma surface @ConvexValue -Floating right on the cumulative flip area.

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Henri
Henri@HPierre_·
@Chartfest1 Hmmmm. Lower than Oct’23. What was going on then ?
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Helene Meisler
Helene Meisler@Chartfest1·
How hedged up are folks? The ETF put/call ratio's 21 dma is now higher than during the Tariff Tantrum.
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Henri
Henri@HPierre_·
@lundeen_ne Google search his name. He blew up two hedge funds and then blew up one ETF. He should be banned from posting here.
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Ryan Lundeen
Ryan Lundeen@lundeen_ne·
George Noble has blown up so many times Allah is worried he’ll run out of virgins.
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Pax Sinica
Pax Sinica@Pax_Sinica_2040·
Rogoff now thinks the Yuan will be a reserve currency in 5 years, because 1. current US fiscal policy and trade wars are weakening the dollar's global anchor status. But we are entering a multipolar world, and the yuan becomes a primary reserve asset alongside the dollar and euro. 2. it it is becoming "unnatural" for Asia to remain so dollar-centric when China is the region's dominant trading partner. 3. He expects a "Nixon Shock" style transition where Asia moves into a yuan-bloc.
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Henri
Henri@HPierre_·
@themarketear Earnings revision will come when companies release their 1Q results.
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Jordan
Jordan@_grojo·
@CryptoPolooo @Ultradeep3 $ORR is a real ETF. he's an oddball and often seem s completely off kilter but his results seem to be genuinely great.
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Ultradeep
Ultradeep@Ultradeep3·
Just going to leave this right here
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Julia La Roche
Julia La Roche@JuliaLaRoche·
The feedback on the @TruthGundlach episode has been incredible, so I'm posting the pod here on X too. 🙏 In his debut on The Julia La Roche Show, Jeffrey Gundlach, founder and CEO of DoubleLine Capital, breaks down why private credit is an unmitigated disaster, why the next recession will send rates up and the dollar down, and why most American investors are completely unprepared for what's coming. Timestamps: 0:00 Introduction & welcome Jeffrey Gundlach 1:33 Big picture macro: secular shift from falling to rising interest rates 16:00 The case for 100% non-US stocks 17:30 Gundlach's current asset allocation 22:00 Private credit and why it's a “total unmitigated disaster" 38:00 The Fed follows the 2-year Treasury - next move a rate hike? 42:30 Recession odds 47:00 Capital preservation mode: lowest risk positioning in DoubleLine's 17-year history 50:00 The gold call 53:00 The most dangerous force in investing 56:00 California headed for bankruptcy? 1:01:00 Non-consensus prediction: three parties on the ballot in the next presidential election 1:02:00 The Fourth Turning
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