Jacob Fellure

@billfour @B3_MillerValue That is a really good framing.

“I don’t think of it as ‘tipping’ but rather as ‘investing in my reputation.’” - @B3_MillerValue

@martindlund @Jackkk lol never heard of a collar before? Skew exists in the option markets because this trade happens all the time on every stock

@Jackkk The man knew he had a lever to tank the stock price, so he bet against the stock and then pulled the lever. The people who bought the downside of his bets didn't know the guy they were buying from had the means and the plan to tank the stock.

Mark Cuban explains how he pulled off one of Wall Street’s greatest trades “When Yahoo offered us $5.7B in stock, I couldn’t sell it for six months” “So what I did was I took every penny that I had and shorted the internet index as protection, basically taking insurance out in case the internet bubble popped” “When I was allowed to sell it, because I couldn’t sell it all at once, it would just crater the market, so I did something called a hedge” “What the hedge is, you can sell options. So I sold call options, which gave somebody else the right to buy my shares at a higher price in the future” “I took that money and used it to buy puts, which protected me in case the price of my stock went down” “When it popped, I actually made more money. It was called one of the top 10 trades in Wall Street history”

@ClaudeDevs @claudeai When is this being applied actually?

Claude Code weekly limits are increasing 50%, now through July 13. Live now for all Pro, Max, Team, and seat-based Enterprise users.

@ClaudeDevs @claudeai Is that in effect for this week? I’m about out and it resets Saturday night.

@options_insight Unless the player is not reducing his delta. YOLO

Food for thought: A $10M call buy can be a bearish stock-replacement trade Worth thinking about what I state above before you "follow the whale." If a big call purchase is a stock replacement trade, is it bullish or is it bearish? It's actually bearish, right? Because the guy's reducing his delta. The motivation for an insto to buy a big call option, which to you looks like "oh my God, someone just spent $10 million of premium," might be because he just sold $200 million of stock and now he's replacing it with calls. Let's say I'm an institution. I've got $200 million of stock, I've run it up, I've made money. Let's say I bought it at the lows at $150, and now I'm looking at this resistance at $210 going, we might just reject it again. I don't want to give all my money back. So I bank the $200 million of stock. And I spend some of the money I made, maybe $10 million on some calls in case the thing wants to fly. That gets me back into my position. To you, you're going to see that as a bullish insto flow, but it's not at all a bullish insto flow. It's quite a bearish one. Because the guy is banking stock he's owned since 40% ago and going from 100% delta long to maybe only 30%. That's the problem with reading flow off the tape. You're not going to see the stock sale. You're just going to see the call buys...

@TBRaysCentral Can you imagine what this team would look like if wander was still at SS?

The Rays are 15 games over .500 and it’s May 12th. Don’t think anyone would’ve predicted that.

@TBRaysCentral Ketel Marte

The amount of non related injuries he’s had since spring training is concerning. Hard to expect him to be much of a factor in 2026 at this point. Curious to see how they handle the 2B/SS playing time going forward.

@RaysMetrics Holy cow. Going to be a lot of movement over the next few months.

Rays have a good sized chunk of quality prospects who are rule 5 eligible this winter: P Brody Hopkins P Ty Johnson P Michael Forret P TJ Nichols P Santiago Suarez P Gary Gill Hill P Owen Wild 1B Xavier Isaac 1B Tre’ Morgan OF Homer Bush Jr. INF Brayden Taylor UTIL Mac Horvath

@NerdingonNFL You’re kidding me

NFL SCHEDULE LEAK Texans vs Jaguars at Wembley Stadium in London - Week 6 - Sun Oct 18th 9:30 ET

@Ksidiii Can you give us normies an idea of where to look to make hay? lol

It is an absolute amazing environment if you are a derivatives TRADER. Bubble, no bubble, macro, whatever narratives, idk and idc. The market is handing out opportunities all day long so forget everything else and make hay while the sun shines 🙌🏾.

@VolSignals Yeah but how much does that data cost? Lol

You can almost vibe code your own dealer gamma platform after watching 🍻 Happy Friday all

@TBRaysCentral 2 of those are platoon hitters. Agreed it’s harsh to suggest they’re not major league levels of hitters but it’s also hard to ignore that we do have a pretty big problem with run creation.

Fraley has a wRC+ of 107 DeLuca is at 104 Vilade is at 103 All 3 of them are major league hitters.

@JVillainsPod I will say in retrospect, the extension was not a great one. It’ll hurt more next year. But at the time, we didn’t know Washington was going to be a stud so it was a defensible decision.

Force to play Jakobi? This fantasy brain take, they are all getting the ball Who cares about your fantasy team

LOOK AT JUNIOR CAMINERO

@BrettKollmann There is some selection bias here. How many drives that have 4-6 plays score? It’s going to be a higher baseline than just overall league wide scoring rate.

Overall league wide scoring drive percentage - 39.5% Scoring drive % when getting an explosive in the first three plays of a drive - 62.3% Scoring drive% when getting an explosive in play 4-6 of a drive - 75.1% The power of starting at the 30, then taking a shot from the 40+

@force_fantasy How many teams in the league?

@force_fantasy Me and 2 of my friends are looking to co-manage. It’s jacobbertam, jacob830, and parkerfellure. That’s 3 years worth of transactions. I promise you we will be the most active team in your league

Dynasty orphan available $25 2026 is paid. 2027 needs to be paid when joining. League safe Team has 2-26 1sts +2.04 and 2-27 1sts among others Skattebo, Wandale,Tet,Reed plus screenshot If interested post your trade activity from a league from last year. Active owners only.