Long

@jbulltard1 You done jinxed me man

Famous last words but software looks good to $100 at least look at the $igv breaking out of a range

@coolcoder56 Lmao workday is the biggest pile of dog shit

CTO of workday and Box are now just a regular engineer at Anthropic.

@KobeissiLetter Wtf they have a stock market?

BREAKING: Iran announces it will reopen its stock market on Tuesday for the first time since the Iran War began, ending an 80-day closure.

@theaiportfolios What about selling puts on margin?

Commentary: Buying long-dated calls on $NOW right now means paying the most expensive vol of the year into a known July 22 binary. That is the part the entry question skips. Someone asked when the best time is to buy NOW call LEAPS. The honest answer runs through implied vol, not the chart. NOW IV rank is sitting near the 91st percentile, so the options market is already pricing a large move. You are not buying cheap optionality on a re-rate. You are buying peak premium into the single event that resolves the whole debate: the July 22 print, where organic subscription growth ex-Armis either confirms the reaccel or it does not. LEAPS feel like they sidestep earnings risk because they are long-dated. They do not. Post-print IV crush hits the back month too, just less violently than the front. The cleaner long-vol entries on this name historically came after prints, once the binary cleared and premium normalized, not in the week the whole market is staring at the same catalyst. NOW is my largest position at roughly 13% of book, and I express that conviction in the equity precisely so I am not paying 91st-percentile vol to wait for a print I already want to hold through. None of that is a view on direction. The thesis can be right and the LEAPS still be the expensive way to own it. If you want the move, the question worth answering first is what you are paying for vol, then what you think happens July 22. This is vol math on my own book, not a trade for yours.

@jbulltard1 Random on X > A guy who’s worth a few billie

intelligent life vs a Tesla bull

@NiallStanage I hate this bitch

Trump's 'tribute' to Tim Cook: "I was very impressed with myself to have the head of Apple calling to 'kiss my ass.'"

@jbulltard1 Sorry to hear you had to put your dog down yesterday.

I have never felt the power of $meta moreso than today. We put our dog down yesterday and all I am seeing today are ads for making a realistic stuffed animal of him or other keepsakes of him and it’s genuinely insane how it listens in on us and pounces.

@DOWResponse @RPodleskiDOW Bitch don’t you got math class to attend?

To our warfighters and the American people— THIS IS WHAT WE DID THIS WEEK AT THE WAR DEPARTMENT!

@ruth_capital @Sam_Badawi Is MSFT about to capitulate? Please tell me yes

@Sam_Badawi I'm with you, but after many names declined ~70/75% anything historically suggests near-term capitulation or... limited downside even if for a short-term. leaders often correct 30%, while laggards -70/80%... selling small amount of puts -20/25% lower seems.. finally optimal to me

People asked me why I was not buying more $RBRK at $70. And then it went lower. And lower. My cost basis is $33. Bought it when no one heard about it at a 2% size. I absolutely have no plans to catch falling knives in software. Be careful what you buy dips on.

So I was out today was there any particular reason Melania had a preemptive press conference telling us she didn't bang Epstein? Are they blackmailing don for stopping the iran war or something? That was really weird to watch

@jbulltard1 AMZN shareholders rn

$amzn is $2.2t

You can't make this up: Iran's trading advice to US investors actually worked. At 4:12 PM ET on Sunday, Iran's Speaker of the Parliament said pre-market news is a "reverse indicator" and if they "dump" the market, then "go long." At 6:00 PM ET, S&P 500 futures opened nearly -1% lower and fell just 30 points away from correction territory. By 11:00 PM ET, S&P 500 futures had reversed all losses and turned green. Then, at 7:25 AM ET today, President Trump posted that "great progress" is being made on Iran peace talks. Now, the S&P 500 is trading +100 points above its low seen just hours ago, adding +$900 billion in market cap. We are in the most unusual times in market history.

@jbulltard1 Tiger woods can afford a 24/7 driver yet he chooses to drive under the influence. Absurd dedication and love for the game.

Lmao

@PurpleDrink_LLC Paint or mark-up on iOS? 😂

Look at all recent instances of a negative monthly MACD divergence for $SPX

@Investor_NICK_ @PegasusFund More like “this is all happening without any legal revenue from china”. What a mess. Anyways long $INTC 🫂☠️

@PegasusFund Jensen absolutely knew. And the funniest thing is bulls will say about NVIDIA before this is… “this is all happening without any revenue from China” lol

Shoutout to the S&P, which is now down 75% on SMCI, which has always been obvious sanctions evasion scheme with prior instances of breaking the law There is no way Jensen did not know about or at least suspect this

@jbulltard1 Me rn

guyz do you know how much the $QQQ is down since I posted this at the end of November. Read the comments in there, lots of gems x.com/jbulltard1/sta…

@jbulltard1 This is some fuck ass price action

More pumps and nothing

@hoomansv 3 more years of this shit…

I’m tired boss

@kiantrades The same reason why Bondi talks about the Dow during her hearing. They’re both retards.

Why the fuck is Bessent talking about Military tactics

@ZacksJerryRig Lmao wtf? U.S house is made up of both sides no? It ain’t the administration, it’s everyone.

mOsT tRanSPaRenT adMinistrAtiOn EvEr