Mr Dove

@colin_gladman Nice Colin Just heard it yesterday and thought the same thing An old gem Thank you for your version Awesome

Glycerine. Loved this song when I was a kid. Hadn’t heard it in like 20 years then came across my YouTube the other day. Loved the arrangement.

@kiantrades We should have known better This is what flows are all about or why watch them I had NVDA $175 outs but closed them out of caution for the speech. Well… now we need to trade the unwind I guess

Son of a bitch

@colin_gladman Thank you Colin I closed out 75 SPY calls I bought intraday-for a tough loss-to salvage the remaining capital. The move I expected didn’t happen. When you say “it is what is” and “onwards” it helps a lot because I am discouraged. 🤕 I was 15/15 green trades - now start over.

Closing out my $TSLA calls I tried earlier today. Just never got the bounce I wanted and not worth swinging if wrong about gap up. Almost 40k loss. Is what it is. I own the miss and was wrong about a green day overall today. Onwards.

@CheddarFlow This is bullish as these are now magnets.

At what point does this become extremely concerning?

@MarkPaddey @fallacyalarm $LMND. 30 yr Insurance broker. I did short it in Nov 24 /July 25. Loss ratio is ultimately King metric in insurance-it proves people, underwriting & tech. Loss ratio=53% is really impressive. Shocking with their book. Auto Insurance will kill them. Chart indecisive at support.

Honestly, I don't. But maybe that's where we differ here? I'm not investing because I think their numbers from this quarter are great. Let's call it like it is - this is still a money losing company. Rather, I'm investing because I can see the trends, and understand that the mechanics of the business they are building are unlike any other insurance company around today. I think because of their unique build, along with evidence we've already seen over the last few years in the trends of their loss ratios, revenues, and profitability, they are poised to capture massive profits in an enormous industry. I'm less concerned with a price target and more concerned with the trajectory and the magnitude of the shift. I get that that's not everyone's style, and the beauty of the stock market is that you don't need to invest. Just because the souffle is still in the oven, doesn't mean it will never rise. Just because the BVPS hasn't expanded yet, doesn't mean it never will.

This is $LMND's adjusted FCF, proudly stated on page 1 of their shareholder letter. $37m in Q4, amazing isn't it? Well, half of that ($19m) is borrowing to fund CAC, a financing cash flow which they shamelessly reclassify as operating. The other half is adding back SBC ($19m), a real expense for shareholders. If you only adjust those two items, the true cash flow of the business already turns zero. And the only reason it's not deeply negative is because they are rapidly growing revenue and because they are rapidly reducing reinsurance coverage both of which makes them keep more upfront premium collection. But it's pointless to use/debate cash flow as a KPI in an insurance business. What matters is BOOK VALUE PER SHARE, which is down 16% YoY and down 45% since I first wrote about them in late 2022. It's such a joke of a company.

@saltydocEM I was thinking $QQQ to $610. I am not degen enough at the moment for overnight 0DTE, we'll see open, $MSFT, $AMZN, and $TSLA could pump. Unfortunately the $NVDA pump starts next week prior to earnings IMO. I like your position though.

My most degen trade of the last 2 decades. 300 contracts of $SPY 695C bought mid day. 1DTE. Just in case the juju beans line up in the AM between PCE and tariffs being shot down. I expect 🩸 after a short squeeze in that case: otherwise, I burned $1500 as a hedge. Will be trading $ES tonight as well, may have a straddle hiding somewhere there too.

US CONSUMER DELINQUENCIES HIT NEAR-DECADE HIGH U.S. loan delinquencies rose to 4.8% of household debt in Q4, the highest since 2017, driven by low-income and young borrowers. Mortgage defaults surged in lower-income areas, while student-loan delinquencies hit 16.3%, a record. Credit-card and auto loan delinquencies also climbed to 12.7% and 5.2%, respectively, highlighting a split economy despite overall debt rising modestly to $18.8 trillion.

@TheShortBear Good post I don’t know enough traders - they all bought the silver low and gained - I will say this . I did short it and made 10% with $ZSL as a test so I’d watch the PA. I want to short spot or buy options. The chart is just not quite ready. Soon….

Silver Some more thoughts. Most traders I talk too and know blew up trying to short this. They started shorting during the Christmas week and lost some on the frontside. They tried to wait for the open but got surprised by the big move lower on the 28th during the overnight session. This single overnight move destined them to pain. The gap down made it hard to position as they changed their plan from an intraday play to building a short position for a 2 legs+ move lower. They added to the short and doubled down for the secondary breakdown on the 31st. Stubborn behavior coupled with the loss on the book let them hold and add to a loser at that point. The move higher killed them and they know have 2 big combined red days. Into yesterday, people started to get excited again but once more they waited for the obvious intraday play. The move lower overnight put them in a complicated position. 2 losses, twisted by the pain and a difficult year to begin with made them chase into the gap down and double down as we grinded higher. The last capitulation came today into the close, for what now looks like a breakout once more. The pain is unbearable, the third one, the las straw and capitulation. Retail is all in calls and long, record volume, record $ volume, biggest ema extension ever, everyone capitulated. The path is now clear and I think there is a good chance the top is in. This is why trading is a game of hours being out in. If you aren’t here, if you aren’t talking, journaling, taking notes of the details, you’ll leave the nuances die off forever. It isn’t simply the setup that matters, it’s the chain of events, the crowded/participation aspect.

@dampedspring I think you called it. Ceiling now been set at $15.25. Institution entered to own 20% of the company for cash. I'm not new, yet not seen emerging companies offer higher than spot price. Warrants their buried treasure? TA says fades to $9 then. I'll short over $15. too late prob.

Another dope thinking they raised money at a 20% premium when they raised money at a 35% discount (AT LEAST)

@ShortSeller Oh man - who knows - come on follow the crowd for a little longer - then the rug pull - let’s say up a net 5% after a 15% drawdown - chop in this stage of AI digestion

$SPY midnight thoughts... $SPX I've scarily accurately called the market for the past 3 years (see pinned tweet) since i've been active on Fintwit...= past few weeks I have been modeling my 2026 forecast & have changed it a dozen times so far...destined to get it wrong at some point so....

@PatriotBarter @silvertrade Can’t mathematically or cogently compute what you just said - however I did deduce that somebody’s under water financially - maybe some banks - regarlesss some margins being reeled in right

The MARGIN to HOLD 1 FUTURES CONTRACT SHORT is $70,459.99. To control a contract size = 5,000 ounces x $75/oz = $375,000. So the TRUE INITIAL MARGIN PCTG = $70,459.99/$375,000 = 18.78% NOT 45%. Seek the truth. The margin to hold a contract long = $52,379.23, which equals $52,379.23/$375,000 = 13.96%

🚨CARTEL GOES NUCLEAR ON SILVER!💥 🚨CME Announces MASSIVE MARGIN HIKE -2nd This Week!! 💥SILVER MARGINS HIKED TO 32.5% As the Bullion Banks Declare ALL OUT WAR on Silver!

@MartinShkreli Dang, Martin be a billionaire ! One of 3028 in the world

no comment required

@MirceaV123 @wolfehr @MichaelAArouet Rich kids get plenty of money, with or without, the inheritance tax. Give me a break… …And I’m a business owner with plenty to show for it. And I have three kids. Putting kids in a position to be well educated with some cash in the bank is plenty.

@wolfehr @MichaelAArouet They are getting the money their parents worked for. Parents that wanted to leave them said money. If you can t leave money to your kids why even bother? Or you want everybody to be poor?

@kiantrades Looks like Yosemite falls. Nice photo

First road trip with the beast

@alshfaw I don't have a solid answer. But I can tell you from personal experience trading $AAPL, $NVDA and others we are in a pivotal minute here. As it is, the indicators aren't what you think they are (directly). We have to watch $BTC and $IWM believe it or not. when rotation ends, ?

$SPY Macro Update PM 10/21/25. 1) If you can't measure it, why do it at all? Whatever it is. Let's measure it; the SPY. 2) Since July, SPY has been shuttling between the two walls of the rising channel shown in the picture. 3) Look at the black circles wall to wall. 4) Today we hit the top wall again, and went back down off of it. 5) Quiz: where do you think we go tomorrow? Back to the resistance wall few cents away, or down to support at $660? 6) Why did SPY overshoot at the points 1 and 2 earlier in the month? I shaded that price. Will SPY put another shaded area above the trendline? It already trapped some bulls at $674 once. 🤔 Please comment below. Share & Subscribe, <>: $SPY $QQQ $IWM $MDY $RUT $DIA $SDOW $SOXX $SOXS $SMH $NVDA $TSLA $YINN $VIX $VXX $TLT $BTC $GLD $SLV $SVXY

@EliteOptions2 $COIN I see why you say over $400. Makes sense as its safe over that level. I sold Coin this week. I see this backtesting $362 first. A consolidating BTC is not great from $Coin $Hood or $MSTR IMO.

TRADE PLAN for Thursday 📈 $SPX the melt up continues. SPX to 6800 inbound, once it gets through we'll see the next leg higher towards 7000. SPX Oct 9 6775C is best above 6750 $COIN setting up for a move to 400 if $BTC can breakout above 125k next. COIN Oct 10 400C best above 390 $META so close to a bigger breakout, if it can get through 719 it can retest the previous ATH at 740. META Oct 10 725C is best above 719 Good luck tmrw everyone!! 🫡

@OptionsMir Very true Apple is a signal for sure Needs to get over $240 It’s a tech laggard though Look at meta vs Apple in December 2024 for example. So yes when Apple hits ATH look around

$AAPL is the market and that falling wedge has already broken out. if it’s above 230 bears aren’t taking this market lower yet. sorry, I don’t make the rules 🔮

@RentYourStocks Here is the flag on daily for BRK Chubb buy: May 15 2024. Draw down to Buffett announcement, then recovered. Volume was really heavy today on UNH & Chubb wasn't distressed like UNH. BRK wants the safe dividend IMO. All said, I'm leaning to profit taking, then rebuy.

REALLY good analogy to $UNH BUFFETT BUY Aug 2024 Ulta Buffett buy Ulta was in a long steep decline similar to UNH with heavy decline in August (with the market swoon) Stock popped about 10% on news and then consolidated. If your time horizon on $UNH is 2-3 as investment keep holding by all means. If this was a trade from an oversold condition, maybe think about scaling out of some of your position. Maybe take a 1/4 off.

@madeinamerica I’m a liberal and I work my butt off ! Make plenty of money. I don’t mind paying taxes to help some poorer folks out. Diversity makes life interesting. I’m raising my three kids to have big hearts. Thank you for your attention to this matter!

I told y’all I wouldn’t be able to keep it short! (blue check blues)🤣 As always…thanks for reading! Prayers, love, hugs!🇺🇸🦅👊🏻💪🏻❤️🤍💙

My Conservative child chose a small, private, Christian based university. My daughter chose a liberal arts university. No explanation needed here…I guess, as to why my children are so different. They grew up in the same household…both saw our struggles and triumphs.

@EliteOptions2 I like your posts. Don't agree with this take though. If you are saying that traders don't hold on to longs or runners when they should fine. More often than not, breakouts don't last so taking profits is wise. Swing trading is very difficult it that's the argument.

Most blown accounts start with: “Let me just make $500 today.” That mindset is why you never make $5000 in a week.