Jay

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Jay

Jay

@NeverSayKry

Texas, USA Katılım Aralık 2025
199 Takip Edilen51 Takipçiler
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kuno
kuno@kunoo·
Real 😂
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Jay
Jay@NeverSayKry·
@chrisdfella @zerohedge The irony of you misspelling “dumb” is priceless. God bless America 🇺🇸
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zerohedge
zerohedge@zerohedge·
CANADA COURT THROWS OUT PETITION FOR ALBERTA INDEPENDENCE VOTE
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Alphatica
Alphatica@alphaticaio·
SPX GEX LEVELS: May 14 Everyone wants to know when this stops. Here's the structural roadmap. Tomorrow's expected range: 7,400 – 7,525. Grinding toward the 7,500 magnet ahead of Friday's OPEX cliff. THREE THINGS THAT STOP THE GRIND: 1. Friday's OPEX cliff. Monthly OPEX drains 24.3% of remaining gamma. After Friday, surviving gamma drops to +2.54M shares, the thinnest blanket since the rally started. The $1.46B of positive gamma compressing every move right now will be structurally compromised by Friday's close. That's the mechanical ceiling. The range expands, dips get deeper, and the magnets lose their pull. 2. The rising wedge. Day 9. The 7/7 pattern has a 73.1% historical probability of a 2%+ decline within three weeks. SPY has rallied 5.2% since the alert, approaching the +6.42% average adverse move. The wedge doesn't tell you the day. It tells you the window is narrowing. 3. A headline that overwhelms the gamma. Trump and Xi hold their bilateral Thursday morning in Beijing. The summit is focused on trade, Iran oil purchases, and Taiwan. A breakthrough on Iranian oil is deflationary and extends the grind. A breakdown on Taiwan language or trade reprices risk into the thinnest gamma blanket of the cycle. Any one of these can cool the market. All three converge within 48 hours. NOW HERE'S WHY IT HASN'T STOPPED YET: Back-to-back hot CPI and PPI prints. FinTwit panicked. The market rallied. SPX closed at 7,444.23, up 43 points. Our year-end target was 7,462. We're 18 points away in May. Here's why the market shrugged off two hot inflation prints. Our inflation signal matrix shows that what matters isn't the direction of the print, it's whether CPI and PPI agree. Both hot? That's agreement. Historically, both-hot fires a 20-day buy signal: SPY +1.44% (69% win rate), QQQ +2.67% (81% win rate, p=0.006). Agreement means the inflation regime is consistent. The market can price a consistent regime. What it can't price is CPI hot / PPI cold or vice versa. That's the noise that breaks positioning. The gamma structure confirms. Net GEX surged to +$1.46B, within 3% of the all-time high. The 7,500 max magnet carries +$202M, the largest single-strike reading of the entire series. The center of gravity shifted to 7,572, 1.7% above spot, the most bullish skew we've recorded. 9 of the top 10 volume GEX strikes were positive. Call buying was concentrated at 7,500 (+$97M), 7,515 (+$97M), and 7,450 (+$67M). The market absorbed the inflation prints and immediately positioned for 7,500. Volume P/C normalized from yesterday's record 1.59 to 1.08. The panic hedging from CPI unwound in a single session. ATM IV held at 15.4%, no vol expansion. The market priced the inflation as known and moved on. Tomorrow is the last trading day before the cliff. If Trump secures a commitment on Iranian oil, that's structurally deflationary and gives the gamma a reason to hold through OPEX. If the summit stalls, the market enters Friday's OPEX with headline uncertainty and a thinning blanket. The positive gamma above spot is the cleanest we've ever published. Every strike from 7,300 to 7,800 is positive. The magnets ladder from 7,400 (+$89M) through 7,450 (+$116M), 7,500 (+$202M), 7,600 (+$81M), 7,700 (+$51M), 7,800 (+$42M). There's no accelerator above spot until 7,755. The grind continues as long as the gamma holds. $SPX $SPY
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Jay
Jay@NeverSayKry·
@TicTocTick I don't pay for $sex ...this market fu(ks me plenty already.
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Emini tic
Emini tic@TicTocTick·
SpaceX IPO is in couple weeks. Company to be valued at around $2 trillion for a 15 billion dollar revenue. Are you buying? $SEX
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Jay@NeverSayKry·
On April 6th you could’ve purchased this contract for $0.40 A $10,000 investment on that day would be worth 2.2mil today. $SOXL Truly remarkable run.
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Jay@NeverSayKry·
@DailyIranNews Neat…Iran hasn’t been able to land any real hits. This is nothing but noise.
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Daily Iran News
Daily Iran News@DailyIranNews·
IRGC: Missiles and drones are locked onto US targets and 'awaiting orders'.
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Jay@NeverSayKry·
@jkloc420 @zerohedge I know THEY don’t care, but they’re overwhelmingly under educated zealots. there are reasonable alternatives for disabling those ships without blasting holes in them.
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Jay@NeverSayKry·
@zerohedge Recent satellite imagery showed at least a few of those 4 tankers that were leaking oil. They were likely empty (hopefully) If a loaded tanker is struck, a 1-million barrel spill akin to the gulf war spill in ‘91 would have significant consequences in the region.
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Jay@NeverSayKry·
@zerohedge Looks like it’s shaping up to be an ecological disaster too…but new ATH’s probably coming still.
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Jay@NeverSayKry·
@BullTheoryio @grok Does Iran possess the submersible capability to achieve this objective if they decide to proceed?
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Bull Theory
Bull Theory@BullTheoryio·
BREAKING: Iran may be preparing to put a toll booth on the internet. Tehran is reportedly considering moves to control undersea internet cables crossing the Strait of Hormuz - forcing foreign companies to seek permits, pay fees, and operate under Iranian rules. They carry an estimated 15–20% of global internet and financial data traffic linking Europe, Gulf countries and Asia while powering banking systems, cloud networks, AI infrastructure and international markets. $10 trillion in daily financial transactions travel globally across 1.5 million kilometers of submarine cables. Analysts warn that tighter control or disruption could slow global internet traffic, pressure financial systems and create new geopolitical leverage for Iran. This war is no longer just about oil tankers crossing Hormuz, It is becoming a digital chokepoint too.
Bull Theory tweet mediaBull Theory tweet mediaBull Theory tweet media
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Jay@NeverSayKry·
@midascabal I’d be happy if the AI abundance narrative was true and it very likely will be *eventually* But there are too many symptoms that warrant a healthy pullback.
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Midas
Midas@midascabal·
I feel bad for anyone who is 100% invested in the stock market. Few understand that the largest market CRASH in history is comings Im patiently waiting to buy everything on discount.
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Jay@NeverSayKry·
cnbc.com/2026/05/09/cap… Don’t panic everyone. The bank isn’t worried about that thing you need to live and work costing more.
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Jay retweetledi
Leshka.eth ⛩
Leshka.eth ⛩@leshka_eth·
🚨NEXT WEEK SCHEDULE IS CRAZY MON → Warsh becomes Fed Chair TUE → CPI April WED → PPI April THU → Retail Sales + Trump flies to Beijing THU-FRI → Trump-Xi summit WEEK → Iran ceasefire status unknown EXPECT INSANE MARKET VOLATILITY AND PRICE SWINGS
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Jay@NeverSayKry·
@TiffanyFong @AOC She’s insufferable, please keep reminding her of that.
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Jay@NeverSayKry·
@alphafox …what did I just watch!?
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AlphaFox
AlphaFox@alphafox·
I can’t unsee this: 😭
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Jay@NeverSayKry·
@assface_burner The market can remain unreasonable far longer than you can. Just hold your nose and buy, pussy.
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Assface Unchained
Assface Unchained@assface_burner·
I quit $spy puts positive for 2 days for 0dte and 1dte Calls negative $vix up Yet $spx keeps going up
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Jay retweetledi
History Knowledge
History Knowledge@historyvidos·
104 skydivers, 20 nations, and one beautiful world record breaking moment.
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