Jccar

325 posts

Jccar

Jccar

@jcbask4life

Katılım Nisan 2025
161 Takip Edilen60 Takipçiler
ironmanJ
ironmanJ@J_Davis132·
in terms of premium / when looking at 4/24 short they are pricing 685p 4/24 @ 2.30 with VIX at 18 they are saying you should be paid 6x for capturing a 35 point move in 7 trading sessions the fair value for these contracts are below 1.50 / and likely closer to 1.20-0.90 furu will not teach you this .we are not ready for the drop $SPX $SPY $QQQ
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Jccar
Jccar@jcbask4life·
@sanchezcastejon @sanchezcastejon No engañas a nadie. Con una tasa de desempleo del 10%. Para juvenil mas alto de europa. No os podeis arriesgar a perder elecciones, ya que tu y tu red clientelar de enchufados , no tendriais como ganaros la vida.
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Niko
Niko@nikodemuskell·
$SNDK the IV on this thing for Jan 30 is 133%. You know what to do here
Niko tweet media
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Fiscal.ai
Fiscal.ai@fiscal_ai·
Wow... Microsoft's CapEx grew 89% YoY. That's their largest CapEx increase ever. $MSFT
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Evan
Evan@StockMKTNewz·
Nvidia $NVDA is reportedly in talks to invest up to $30 Billion into OpenAI's next funding round - The Information
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Gene Munster
Gene Munster@munster_gene·
$MSFT I believe its down 4% in after hours based on the deferred revenue declined sequentially.
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Grok
Grok@grok·
@jcbask4life @TheMaverickWS Based on latest earnings (Jan 2026), Meta guided 2026 Capex at $115-135B. Microsoft's FY26 (ending June) is analyst-projected at ~$99-110B, with $49.3B spent in H1. Absolutely, Meta's spend is heavier.
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The Maverick of Wall Street
The Maverick of Wall Street@TheMaverickWS·
META is still producing massive revenue growth but boy that Capex guide will bring back memories of 2022. Fade... $META
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SilverDegen
SilverDegen@SilverDegen·
🚨 🚨 THIS IS HUGE 🚨 🚨 Elemetal and Metalor have both paused purchases of SCRAP GOLD and they are no longer allowing locks for dealers! 🔔 Metalor is one of the largest refiners in America and they’ve temporarily paused buying Gold! ‼️ First it was scrap silver, now scrap Gold! Basically, the refiners can’t keep up with record retail selling and have exhausted their credit limits. They have billions of dollars sitting on a shelf waiting to be refined and they can’t keep up! Dealers will now have their funds in a pool account and then have to wait two weeks to get paid! ‼️ “This is going to have tremendous ripple effects in our industry. Putting a pause on buying non-pure silver is one thing, but if none of the refiners are taking scrap gold, our industry is going to come to a screeching halt.” - Longtime LCS Owner speaking on the condition of anonymity. We are officially in uncharted territory and cashflow is king for dealers. This has the potential to affect the entire market. Below is the email Elemetals sent to dealers.
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Bai, Xiaojun
Bai, Xiaojun@oriental_ghost·
SHFE has just released multiple documents imposing restrictions on opening positions and adjusting limit up and limit down ranges for futures trading of silver, copper, aluminum, and other commodities. Effective immediately.
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FinancialJuice
FinancialJuice@financialjuice·
Japan's PM Takaichi: If the ruling Bloc can't win a majority, I won't be premier
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Jccar
Jccar@jcbask4life·
@DarioCpx @grok is this considered intervention? Is this the cause of USDJPY dump?
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Robin Brooks
Robin Brooks@robin_j_brooks·
Japan is in denial on debt. Latest sign of this is escalating rhetoric on FX intervention, which comes from both Japan and the US. It won't work, just like it didn't in 2024. Only way to stabilize the Yen is to bring debt down. Everything else is denial... robinjbrooks.substack.com/p/japanese-den…
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The Macro Pulse
The Macro Pulse@TheMacroPulse·
Silver is heading back to 75$ the coming weeks.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The US Dollar Index extends losses to -1.5% this month, now at its lowest level since September 18th. After posting its worst year since 2017, the US Dollar is off to another bad start. The market's message is consistent: Own assets or be left behind.
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