Yeowzer Bowser

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Yeowzer Bowser

Yeowzer Bowser

@RP_RP_RP

investor, trader, entrepreneur, humanist

USA Katılım Nisan 2009
1.4K Takip Edilen315 Takipçiler
Trade Summers
Trade Summers@TradewithJade1·
Ready for what is coming next week (s), what are you guys watching to get in?
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Yeowzer Bowser
Yeowzer Bowser@RP_RP_RP·
@deedydas The people that are very rich, in the middle, and the bottom are seeking contentment and happiness externally instead of focusing on within.
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Deedy
Deedy@deedydas·
The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen. Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope AI estimation). Everyone outside that group feels like they can work their well-paying (but <$500k) job for their whole life and never get there. Worse yet, layoffs are in full swing. Many software engineers feel like their life's skill is no longer useful. The day to day role of most jobs has changed overnight with AI. As a result, 1. The corporate ladder looks like the wrong building to climb. Everyone's trying to align with a new set of career "paths": should I be a founder? Is it too late to join Anthropic / OpenAI? should I get into AI? what company stock will 10x next? People are demanding higher salaries and switching jobs more and more. 2. There’s a deep malaise about work (and its future). Why even work at all for “peanuts”? Will my job even exist in a few years? Many feel helpless. You hear the “permanent underclass” conversation a lot, esp from young people. It's hard to focus on doing good work when you think "man, if I joined Anthropic 2yrs ago, I could retire" 3. The mid to late middle managers feel paralyzed. Many have families and don't feel like they have the energy or network to just "start a company". They don't particularly have any AI skills. They see the writing on the wall: middle management is being hollowed out in many companies. 4. The rich aren’t particularly happy either. No one is shedding tears for them (and rightfully so). But those who have "made it" experience a profound lack of purpose too. Some have gone from <$150k to >$50M in a few years with no ramp. It flips your life plans upside down. For some, comparison is the thief of joy. For some, they escape to NYC to "live life". For others still, they start companies "just cuz", often to win status points. They never imagined that by age 30, they'd be set. I once asked a post-economic founder friend why they didn't just sell the co and they said "and do what? right now, everyone wants to talk to me. if i sell, I will only have money." I understand that many reading this scoff at the champagne problems of the valley. Society is warped in this tech bubble. What is often well-off anywhere else in the world is bang average here. Unlike many other places, tenure, intelligence and hard work can be loosely correlated with outcomes in the Bay. Living through a societally transformative gold rush in that environment can be paralyzing. "Am I in the right place? Should I move? Is there time still left? Am I gonna make it?" It psychologically torments many who have moved here in search of "success". Ironically, a frequent side effect of this torment is to spin up the very products making everyone rich in hopes that you too can vibecode your path to economic enlightenment.
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JD Vance
JD Vance@JDVance·
The American Dream doesn’t belong to the highest bidder on Wall Street. It belongs to the American people, who work hard, save up, and play by the rules. I applaud President Trump’s leadership on this issue and urge the House to pass this bill.
JD Vance tweet media
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Doublewide Capital LLC
Doublewide Capital LLC@DoubleWideCap·
What type of week was it? Trend (open in lower range, close in upper range) Did volume follow price? Yes (volume poc finishes in upper range) What type of price action? Momo (poor low, virgin pocs, singles) with balance mid-week What is the monthly doing? Price discovery to the upside. What does the weekly expected move imply to start the week? One time framing up to continue on the weekly. What does volatility suggest heading into the week? Buy risk assets, sell volatility What does market breadth suggest? Narrow rally Headline Risk? Abso-fucking-lutely, multiple times a day Cautious bull outlook heading into the week. If early strength the potential for late week liquidation. If early weakness look to buy the dip in the low to mid 7300s. Eventually it will stall, the weekly expected move will open up the door to a possible break down and weekly pullback to set a higher low on weekly. First sign of change will be daily value. Markets don't go bull-to-bear they go bull-consolidation-bear. About 1 in 10 weeks, historically, will go inside week or outside week so I'm always looking for a break of previous week low or previous week high.
Doublewide Capital LLC tweet media
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Trade Summers
Trade Summers@TradewithJade1·
We have not done this for a while. charting time guys. send your chart requests
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Trade Summers
Trade Summers@TradewithJade1·
that 0dte big $SPX 7420/7425c. might be ITM if we have SS into closing. 0.4 can become 10-15 depending on how fast the pop or not pop. Good RR
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Yeowzer Bowser
Yeowzer Bowser@RP_RP_RP·
@3PeaksTrading Would you be so kind as to share some of your hedge ideas? Saw the July WQQ flow put spread you shared earlier.
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Jason
Jason@3PeaksTrading·
Remember if your mailman or Uber driver mentions chip stocks this week then it might be time to hedge or ring the register on some gains...
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Yeowzer Bowser
Yeowzer Bowser@RP_RP_RP·
@TradewithJade1 Unbelievable! I was hoping for even a minor pull back to load up during the daytime. Can’t Chase now.
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Trade Summers
Trade Summers@TradewithJade1·
$ES hit 7350 already. Jade said that yesterday
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Trade Summers
Trade Summers@TradewithJade1·
One thing I am not satisfied about this round of dip buying is that I did not load enough leap $SPX calls. the March SPX 8000c was only $18. today it was $220, I was going to load 100 contracts which is really just $180K with one year out. But the Trump rhetoric scared me.
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Yeowzer Bowser
Yeowzer Bowser@RP_RP_RP·
@TradewithJade1 This is very nice thanks for sharing. One tricky thing is timing. Curious for a wave 5 more end of the year or even longer.
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Trade Summers
Trade Summers@TradewithJade1·
here you can do projection by asking chatGPT
Trade Summers tweet media
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Trade Summers
Trade Summers@TradewithJade1·
People keep asking me where I see $SPX heading to, wave 3 is usually fib 161.8 of wave 1, which is $7412. My system sees $7550-7600. I did see tons of 7550 7600 calls today
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Trade Summers
Trade Summers@TradewithJade1·
this is really bullish flow, high risk and high reward $MU
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Joe Kunkle
Joe Kunkle@OptionsHawk·
Sealsq (LAES) up 7% with 37,000 calls trading opening hour, 2.2X daily average, a focus on buying in July and August $3 calls, speculative semi/quantum patent play where have seen huge moves lately like ATOM, NVTS, POET
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Rational Avocado
Rational Avocado@RationalAvocado·
7–8 years ago, both Bitcoin and Tesla were very controversial investments. What is a controversial company or investment today?
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Trade Summers
Trade Summers@TradewithJade1·
Share my view on $ES, next target 7385
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Jason
Jason@3PeaksTrading·
Been a fun April if focused on selling some IV and leaning long in markets.. even crude oil up 30% from the lows. Wild markets but alot of opportunity in SPX 0-DTE and short term spreads I am finding lately. What type of things do you guys like me posting mostly on here? Intraday 0-DTE trades or more of the swing trade stuff? Breadth metrics? Overall market read and gamma profiles?
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Parag Agrawal
Parag Agrawal@paraga·
@joshk "he spent months trying to find a problem worth committing a decade of his life to" -- this was almost verbatim your advice when we met 9 months before @p0 - i'm so lucky that i get to call you when i need help thinking through a big problem
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Josh Kopelman
Josh Kopelman@joshk·
After leaving Twitter, @paraga had no shortage of options. He passed on all of them. Instead of jumping into his next thing, he spent months trying to find a problem worth committing a decade of his life to. He kept coming back to a question: what does the web look like when AIs become its primary users? It requires a completely different infrastructure layer, built from scratch, for a customer the web never had before. Today, @p0 announced a $100M Series B at a $2B valuation. The company is 18 months old, and more than 100,000 developers — including customers like Harvey, Notion, Opendoor and two of the US’s leading P&C insurers — are building on Parallel’s infrastructure. We’ve had the opportunity to watch the team execute since their seed round. Congrats to Parag and the entire Parallel team.
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Parag Agrawal@paraga

We raised a Series B led by @sequoia at a $2 billion valuation and I’m excited to welcome @andrew__reed to our board. All our existing investors doubled down: @kleinerperkins, @IndexVentures, @khoslaventures, @firstround, @sparkcapital, @AbstractVC, and @terraincap.

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Yeowzer Bowser
Yeowzer Bowser@RP_RP_RP·
@pitdesi Emperor has no clothes of scenario here for any consumers that pay that much
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Sheel Mohnot
Sheel Mohnot@pitdesi·
You will NOT believe how much these chappals cost
Sheel Mohnot tweet media
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