putterhoarder

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putterhoarder

putterhoarder

@putterhoarder

Golf and Finance | Georgetown Alum

New Smyrna Beach, FL Katılım Mart 2011
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putterhoarder
putterhoarder@putterhoarder·
How high they gonna send $wif?
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LKD
LKD@LukeKerrDineen·
Time for my 2nd Annual Masters tradition! Send me a swing video and I will tell you… - My favorite thing about it - My least favorite thing about it. If the moment strikes me I may also work in a score out of 10 *all analysis based solely on my own subjective preferences*
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Grant Horvat
Grant Horvat@GrantHorvatGolf·
Wesley Bryan and I got into a heated argument about what the majority of people’s favorite club is. I will stand firm and say it’s a 7 iron. There’s something about that club that’s very different than an 8 and 6. Wesley said a driver or 60 degree is the majority favorite. Who’s right here?
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AgentStandard
AgentStandard@AgentStandardAI·
In long AI sessions, the agent starts forgetting things. Contradicting itself. Ignoring rules it followed fine an hour ago. Nobody named it. We're calling it context rot. The most common failure mode in personal AI. And it's fixable. #AIagents #AgentStandard
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Canon Claycomb
Canon Claycomb@canonclaycomb·
My solution to 270 yard par 3’s.
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Serenity
Serenity@aleabitoreddit·
71% IV $MU (1 week) volatility. vs. 40% IV $EWY (same day) volatility. Just putting it out there… 2028 OTM leaps benefit from once a generation IV volatility mispricing. This is a structural shift from AI memory supercycle. Especially when MMs are looking at historical 10 year flat periods for Korea.
Serenity tweet mediaSerenity tweet media
Serenity@aleabitoreddit

$EWY looks like it's about to get more volatile. Market makers might not be pricing in leap option IV correctly as IV may expand past 55%. Two reasons due to unrealized (but upcoming) volatility. - 10X leveraged Samsung / Sk Hynix through Defi are here as they begin ramp-up. This creates a great amount of unrealized volatility from liquidations and hedging on futures like $EWY if this ends up becoming large. $EWY is half Sk Hynix / Samsung, and the South Korean index is already really volatile. - 2x leveraged single-stock ETFs for Samsung and SK Hynix are coming In January 2026, South Korean regulators officially announced they will permit domestic 2x leveraged single-stock ETFs. Again, this just adds to unrealized volatility. But as it stands right now regarding option IV pricing. $EWY moves pretty extreme amounts. If I had to give a comparison, it definitely moves in greater % ranges than $MRVL, which sits at 55-56% IV (while $EWY is 41% still). Samsung's equivalent is probably $MU (70%-ish), Sk Hynix is closer to $SNDK (91%) but likely in 70-80% range. And... South Korea's index is basically just Sk Hynix and Samsung. This volatility would likely be the new norm as Samsung/SK Hynix begin their re-rating from the memory supercycle. But MMs are still probably using garchr models or volatility forecasting projections against long-term averages (where index was completely flat) And the amount of leveraged derivatives from 10x will just create more hedging/volatility on these individual stocks from counterparties and market makers -> that gets priced in late to $EWY. TLDR: $EWY calls likely benefit from vega expansion as MMs aren't pricing in IV and unrealized volatility correctly.

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Kabuto King
Kabuto King@KabutoKing_·
Will there ever be a truly rare modern Pokemon card? Even the rarest chases today have massive PSA 10 populations. Seems like everyone has the same exact cards at every table/show. All the unique, low pop cards are vintage.
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punyani
punyani@DarthNyader·
“ Here, take this. It’s 100%, pure-grade Wyckoff on your $NYAN ”
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