Edu

Mónica cabreada. Da igual cuando leas esto

@CernunnosCap Bs post

$IREN just dropped $625M in stock to acquire Mirantis. If you are paying attention to the NeoCloud space, this is a glaring red flag. 🚩 This move exposes two core issues with their pivot: 1. The Dilution Engine Keeps Running They are financing their transition from BTC mining to AI data centers at the direct expense of shareholder equity. 2. Lack of Native Technical DNA They are bolting on an external Kubernetes orchestration provider because they couldn't build a true AI software stack in-house. Real NeoClouds build organic, full-stack infrastructure. Paying a massive premium to paper over operational gaps is a dangerous strategy for long-term equity holders. Are they buying a real AI stack, or just buying time? $NBIS $CRWV #AIInfrastructure #NeoCloud @MirantisIT

@legen_eth That’s very nice to know, what did you use to track them? Also, if Nancy pelosi retires, she will not need to disclose any more trades no?

@edudiro It does not. If you look at the data you actually have an opportunity for a better entry than them a lot of the times. They don’t time the market perfectly and usually hold for years

2 years and 4 months trading. I still like it. All I do is copy politicians. Ask me anything.

@ajnogues Cómo te gusta meter el dedo en la llaga

¿Pero no era una oferta increíble?

@sentdefender Short dollar

U.S. President Donald J. Trump’s Treasury Department is planning to add his signature to all denominations of the United States Dollar moving forward, which will mark the first time in history that the sitting president’s signature will appear on American Currency, with Trump’s signature expected to replace that of the U.S. Treasurer, Brandon Beach, sitting alongside his Treasury Secretary Scott Bessent’s, several sources including Beach himself have confirmed to Vanity Fair.

@AparicioCadiz @kanotv Borra el tweet si lo sientes :)

@kanotv Realmente tienes toda la razón. Además otra gente podría reírse de mí porque consideren que lo que invierto es ridículo. Simplemente me he levantado humorístico pero lo siento si ha molestado.

📈Acabo de aumentar un 70% mi inversión en $IAG 🛫 🟢Pienso que Donald Trump va a activar más pronto que tarde el TACO TRADE🌮 y que eso puede ser muy bullish para los sectores más afectados. 🔋Además la empresa tiene cubierto el coste del combustible con hedges en más de un 75% en el Q1 de 2026 por lo que si esto no se prolonga la crisis será historia para este empresón. Cuando cobre la paga de la semana es probable que amplie hasta 3€ más, convirtiéndola en la posición más grande de mi cartera

@ajnogues Que opinas de Nebius, empresa pequeña pero muestra mucha fortaleza en estas semanas de volatilidad

Que los mercados no caigan tanto (mientras los mercados de capitales si se cubren de un impacto inflacionario) significa una cosa: La bolsa, Wall Street, NO se cree que la sangre llegue al río. Simplemente los inversores no están descontando las consecuencias porque no consideran que lleguen. Es algo que puede tener sentido: al final este conflicto (subida del precio del petróleo --> inflación --> restricción monetaria) no le interesa a nadie. Ni a EEUU, ni a China, ni a la UE ni a nadie. Se está descontando que el conflicto no va a tener un impacto significativo. Se equivocaran las bolsas o no, pero creo que es momento de estar tranquilos y viendo la batalla desde la barrera. Si pasan unas semanas y la cosa mejora, siempre hay tiempo de volver a comprar las mejores acciones del mercado. Importante: hay que estar activamente buscando acciones que muestren fuerza relativa y sigan pintando bien, tales como $GEV o $MU.

@optionscjp This is essentially the same as averaging down a losing position

I think people often forget that you can roll covered calls way up and way out.. These all got opened at like 90 strikes when $HOOD was $70ish last year, then $HOOD kept ripping so I kept rolling up and out, up and out.. Now they are almost max profit since $HOOD has come back down It doesn’t always work, but when a stock does what $HOOD did the last few months, provides the perfect opportunity for plays like this

@Gubloinvestor Source?

$QQQ vs $TQQQ after decay in the past 10 years. $QQQ gain 457% $TQQQ gain 2236% $TQQQ beats $QQQ by 490% despite decay, daily reset and fees.

@aleabitoreddit This guy moves markets I swear

Soitec ( $SOI / $SLOIF ) is now up 45.58%. This has a long way to go given their substrate-level monopoly over the silicon photonics and CPO architectures.

@Mr_Derivatives With the amount of negative macro we got and we still holding on, the moment macro improves I would imagine tech breaks us higher

The stock market from an index level very rarely trades this tight for this long. Feels like the break is coming soon. I just don’t know which way. Anyone’s guess. I honestly can make an argument for both sides. But if you are forcing my hand I gotta imagine to the downside.

@Sandeman52 @Bry_m0n If it pays so well it because it carries lots of risk. It is definitely a brainer, you need to trust the company to execute

@Bry_m0n 1 contract can get you $3k in premium. It’s a no a brainer.

Great call by the $NBIS team. Starting to receive 100% upfront payments. Everything is all systems go. So good I had to sell more puts. (Yeah yeah should have done it yesterday I know). Sold 33 $90 strike January 2027. Made about $86k premium. Not a bad day at the office.

@commonsenseplay Ahhh you can move on from that argument. At this point you’re just farming engagement and providing 0 value, as per usual

Please don’t listen to these X gurus telling you to “go all in” on one stock.@kevinxuis one of them. His all-in position in $IREN is getting crushed - down nearly 30% in the last month. That’s exactly the danger: no one can predict wars, black swans, or sudden shocks. You need real diversification. Play the lifetime game of investing - not short-term roulette that can blow up your portfolio. Be careful who you follow.

@atrupar Gay af

Trump puts a medal on a veteran

@JasonL_Capital You’re taking all the tail risk though

AI stocks are getting crushed today and most people are panicking. I'm selling cash secured puts. Red days inflate option premiums. That means I get paid more to buy stocks I already want at prices I already like. If the stock drops to my strike, I buy it at a discount and already collected premium. If it doesn't, I keep the cash and do it again next week. Sell puts on red days. Sell calls on green days. Collect premium in both directions. What are you buying on today's dip?

@aleabitoreddit You’re assuming Sk Hynix and Samsung stay highly volatile until 2028, which might be a large assumption no?

2028 IV for $EWY will likely go much higher (~44% right now). Realized should be priced around ~65-68%+. So, 2028 OTM leap call value may double again from volatility Vega Expansion alone. Most people don’t this but top holdings include: 1. SK Square (#5 concentration). 90% of their NAV is SK Hynix. 2. Samsung Life Insurance, NAV as one of the largest shareholders of Samsung Electronics. 3. Samsung C&T (large part of $EWY) owns ~5% of Samsung as its NAV. 4. Samsung Fire & Marine Insurance: 1.49% stake in Samsung Electronics (given how big Samsung Electronics is, it makes up a large part of NAV) 5. Samsung C&T -> owns Samsung Life (which indirectly owns Samsung Electronics) 6. Samsung Electro-Mechanics / Samsung SDS -> Largely tethered to Samsung Electronics Capex cycles. 7. Samsung Electronics Preferred Shares - Non-voting preferred shares are treated as separate entities, but increases in weighting. Pass through concentration of SK Hynix and Samsung weightings is significantly higher than algorithms and markets think. And you see that realized, as Indexes with broad diversification don’t go up and down 6% a day depending on Samsung/Sk Hynix performance. Or 42% in 2 months... or 145% in 12 months... If the ETF rebalances quarterly, you get more weighting into more volatile names like SK Hynix and the weighting of smaller owners that own Samsung and SK Hynix as NAV go up more than others. This is compounded with unrealized volatility that MMs have not priced in yet from: - 10x Leverage Samsung / Sk Hynix perps now. - 2x leveraged Samsung / Sk Hynix ETFs approvals and release soon. Dynamically hedging both of these will increase volatility on Samsung + SK Hynix and by second order effect -> $EWY. So, it's not a joke when you say its SK Index is basically Samsung and Sk Hynix. And that 44% IV pricing comes from the flat 10 year Korean index. When the new volatility from the memory supercycle is structural. TLDR: - Long OTM calls is effectively calls on Sk Hynix/Samsung at 44% IV. - Individually they likely sit around 73-88%. - When you account for other names, realized IV may sit in the mid 60's. - Vega expansion on 2028 OTM calls if they go from 44% to 65%+ would increase option values from volatility expansion alone. - There are genuine inefficiencies with the markets sometimes and this looks like one of them. This is a volatility expansion trade coupled with the added benefit of long SK Hynix/Samsung during the memory, robotics, foundry supercycles for the next two years.

@commonsenseplay And you call yourself common sense investor, accounts like yours only looking for quick and easy engagement are what makes this platform shite

BREAKING: THE JOBS REPORT TOMORROW WILL BE HORRIFIC - PETER NAVARRO JUST ADMITTED IT ON FOX TODAY. BONDS ARE RALLYING, EQUITIES ARE DOWN. A RECESSION MAY ALREADY BE UPON US. PREPARE YOUR 401K NOW.

@Ryanair Honest to god I wish Ryanair bankruptcy

hope this helps

@SethCL And if you account for the fact that earnings are also correlated with fed rate activity, policies, tariffs and whatnot?

@DeItaone Lunatic quote right there

🚨 TRUMP: ALL POLITICAL FIGURES IN VENEZUELA NEED TO KNOW WHAT HAPPENED TO MADURO CAN HAPPEN TO THEM