Imerese

@hs_smellan where you been man. We were long at $14s. GG.

$FCEL i would like to buy this at ~$23 if it gets there lost the ltf trend into friday's close which made me cut, but i like love this theme a lot fuel cell energy solutions are already seeing great demand and the market have acknowledges this through the recent rally in $BE with FCEL's low market cap and given the contracts they have already, this has the potential to sustain its momentum

@ExuberanceW Godspeed. Nice to read your thoughts. Soros is back and cooking again.

@Eev07 I have started shorts positions in Semis in the trading account. Inspired some of my recent tweets Will be fully exiting RKLB into space x ipo here soon, so I’ve returned to twitter.

Single stock vol exploding while index vol being well supplied into expirations results in dispersion, seen clearly in the chatter around Nasdaq having the most new lows since March despite being at ATH. Very unhealthy, watch for the post-expiry unpin

@ExuberanceW How are you positioned? Cash? When is the retirement party based on RKLB price.

@Eev07 It is quite similar- in particular Feb and May have very similar rolling volatility profiles. This is as a result of following month being quarterly expirations. Additional fragility post-opex

@doppel_ichi Water is wet.

you saw every inflation sensitive asset rise since late Feb and you didn't think inflation print was going to be high until today?

@doppel_ichi I bought calls on QCOM that did a 40x before it was cool. Thanks for playing.

a month ago, consensus was that QCOM and WOLF were both trash companies and very flawed businesses that should rot in hell. then price went up. now both solve cancer, world hunger, and global aging.

@Wild_Randomness This bodes well for SLV.

BTC.d to 40

@David_Tracey dip for ants, too strong.

So much for a dip lol