Renaldo Perez

@VolSignals 🤣

@surfntruf This guy is 32 years old

Market Makers don't manipulate price— we're trapped by our own hedging requirements. When SPX drifts between long and short strikes, our systems start buying and selling futures in ways that create predictable paths. (short thread)

@DiplomaticTake @LorimerDan @GunjanJS Most accounts can’t sell naked so I would think they do know exactly how much they stand to lose when they define their spread.

@LorimerDan @GunjanJS Correct but buying you know exactly how much you can lose. Selling options on the other hand is very different and easily 10x loss.

@VolSignals I’m surprised options dealers don’t rank at the top of deadliest jobs. This sounds heart-attackingly stressful.

These influences are complex on their own. Even more complicated when they all interact (which they do). The reason I can explain this well, is because I spent 15 years managing these outcomes, eyes glued to markets, positions, screens and simulations. every... single.. day.

@thekookreport Gotcha. I’m only beginning to learn the mechanics. Hopefully opex put in the low and it’s uppies from here.

@surfntruf Yes, but when you are short gamma, the task of staying delta neutral is painful. Delta is the derivative. Gamma is the 2nd derivative.

There's a reason dealers want this to close below $80. They have a lot of gamma there. 8k contracts = 800,000 shares. $ASTS

@Texas_jeep__guy This is pretty much what it looks like when female squirrels are in heat

Have you ever seen a more redneck sport than this? The race cars go around the track trying to be the first one to load onto the trailer being pulled by the truck. 🤣🤣🤣

@VolSignals nailed it or do you say pinned it

well, this might RE-OPEN the pin at 7430 as "probable" for tomorrow after all!

@endless_frank Definitely a bummer to see $104 last night and think “here we go” only to wake up next morning to see it gone. Maybe market open we’ll head back up

$ASTS I’m sure it’s not complete manipulation that somebody decided to sell more than 25 million dollars worth of stock in the last half hour at 7am. Whoever you are doing this, none of us are leaving until well after you’re bankrupt. At least, speaking for myself, I’m not.

@FinalFantasy @XBOX October 😫

Here's your first look at Final Fantasy Resonance. Arriving on Nintendo Switch 2, Nintendo Switch, PlayStation 5, Xbox Series X|S, and PC on October 22. Learn more: sqex.link/ffresonance

@kofinas Parts of the brain that normally don’t talk to each other, start talking to each other in excess. Perhaps the brain is freed up to find routes less impacted by disease while the traffic cop (default mode network) is silenced

What in the pathology explains how psilocybin would have this effect?

@AntiFeminismGuy @AST_SpaceMobile I feel duped! My shorts are cooked 🤬😜

@AST_SpaceMobile Wait! I thought Dim Spacebar and rest of his merry band of r*tards said you wouldn't be able to do this! I have been misled! 🤣🤣😉 Great job guys and thank you for the PR!

AST SpaceMobile Announces Launch Date for BlueBird Satellites 8, 9, and 10 businesswire.com/news/home/2026…

@spacanpanman @AST_SpaceMobile Phat stacks!

@AST_SpaceMobile STACKS

@SawyerMerritt @SpaceX 👏 👏 👏

Wow, the S&P Dow Jones Indices has just officially announced that they will NOT be changing their inclusion rules to make it easier for “MegaCap” companies (such as @SpaceX) to be fast-tracked into the S&P 500. Their reasoning: "S&P DJI determined that exceptions to the financial viability, seasoning, and IWF requirements should not be granted solely based on market capitalization. The decision not to adopt the proposed exceptions preserves core index principles by maintaining consistent application of these key requirements. Although there may be trade-offs between strict adherence to these eligibility requirements and broad representativeness, the current methodology provides substantial market coverage and sector balance. As a result, the indices can continue to meet their stated objectives while preserving their role as representative and investable benchmarks for the U.S. equity market. No changes will be made to the eligibility criteria including financial viability screens, seasoning period, or minimum IWF, for the S&P 500, S&P MidCap 400, or S&P SmallCap 600 as a result of the S&P Dow Jones Indices consultation on the treatment of MegaCap companies. Accordingly, there will be no changes to existing methodology for this index family." This means that the earliest @SpaceX could be eligible to be added to the S&P 500 would now be June 2027. The requirements that will now remain in place are: • No changes to S&P 500 eligibility rules for mega-cap companies. • Mega-cap companies will still need to wait 12 months after their IPO before being considered for S&P 500 inclusion. • S&P will not waive profitability requirements for mega-cap companies. The company must have positive GAAP net income in the most recent quarter, and the sum of the most recent four consecutive quarters. • S&P will not waive minimum public float requirements for mega-cap companies. At least 10% of a company's shares must be publicly tradable ("free float"). The S&P rejected proposals that would have: • Reduced the IPO seasoning period from 12 months to 6 months • Waived profitability requirements • Waived minimum public float requirements

@spacanpanman Honest question: how is this not also addressing ASTS?

$ASTS: The CFO of T-Mobile was at Evercore today and was asked about satellite service as a potential terrestrial competitor. His response was very defensive and clearly directed towards Starlink (350km orbit, thousands of satellites, V2, etc). I've never seen T-Mobile respond like this about Starlink. In prior periods, they would have said they're happy with their partnership and that Starlink Mobile is a complementary service. Instead Peter goes into a detailed dressing down of Starlink. As we've known, not all is well in the Magenta paradise. Kutgun Maral: Analyst Evercore ISI Understood. And maybe switching gears a little bit, but still talking about competition. You can fill-in the gaps over here, but I want to talk about satellite. And, there are certain satellite operators that sound pretty confident in their ability to compete with broadband against -- not with broadband, but against terrestrial providers in direct-to-sell. Can you help us understand whether there's a real business case for these satellite operators and especially as they kind of move towards their next-gen satellite launches and/or close on some of their spectrum deals? Peter Osvaldik: T-Mobile CFO Yeah. Well, the short answer is No. There's no effective way for them to compete with a terrestrial network and they're not limited by money or number of satellites. They're limited by the laws of physics. And here, let me get into that a little bit more. Two fundamental things that are the problem. One of those being just signal power. So when you're thinking about a terrestrial network, you've got a site that's probably I'm going to go kilometers now for the second, like a kilometer away from you, obviously has a lot of spectrum and is putting out a lot of power. Compare that to, for example, a satellite, remember, these are different constellations in the broadband satellites, a satellite that's 350 kilometers up, which is probably as low as you can go. You go any lower, you're going to have a lot of propellant needed to keep the things stabilized, which means you get in a catch-22 cycle of then larger power arrays, which mean more atmospheric drag, which just so 350 kilometers is probably the lowest that you can go. So now you're trying to send a spectrum signal think about this is like a garden hose, water through a pipe. And you're trying to shoot at 350 kilometers away to a mobile device. It's a lot different than the broadband product, which is shooting to an outdoor large antenna. You're trying to not only shoot a small mobile device, but it's mobile. And the problem is the basic physics of that water through the -- through the pipe and through the outlet is what we call OpenSignal loss. And this is just the amount of signal loss that you get with no obstruction is not just linear in terms of the distance, it's actually an inverse square. And you cannot put enough power. You can put 100,000 satellites up with all the spectrum of all three MNO operators and you will never be able to project enough power to overcome that OpenSignal loss of 350 kilometers. What that practically means is by the time you get down to earth where the mobile phones are, you don't have enough signal to overcome things like roofs, glass, modern vehicles. And so you cannot provide a reliable experience to customers in 70% of the time where they spend is in buildings or in cars, modern vehicles. So you can't service a customer in 70% of the time that they're spending on a mobile device. And again, you can put up all the satellites you want to, the fundamental laws of physics will not allow you to generate a beam signal strong enough to actually overcome obstacles. So that's the first and most basic reason why it cannot be a competitor to terrestrial networks. The second is capacity. And there's a theoretical limit also to the beam size. When we do estimates around one of the operators out there who is going to have a of V2, a D2C or D2D, however you want to think about it satellite, that beam size is significant. For example, if you think about Manhattan, New York, where you're in New York a lot, that beam size is roughly multiple six to 15 times depending on how you define Manhattan, but multiples the size of Manhattan. And that V2 service is going to be able to provide a decent service, outdoor service, see the previous conversation I had to about 10 concurrent users. So think about that. A beam size larger than the size of Manhattan that can reliably provide service to 10 concurrent outdoor users. It's just not an experience that customers demand. And so for those two fundamental reasons, it's just not an over-comeable situation. Now that doesn't mean it doesn't have a place. Like we've long said, it has a great complementary place in outdoor areas, particularly areas like national parks where the economics just don't make sense to build a terrestrial network, but it can be a great added complementary benefit for customers and that's where we see it play-out. That's where we see the hotspots are. If I look at the last week of data, D2D traffic on our network was count the zeros, 0.002% of traffic. And that's because it -- for the first two reasons, I said, it's just not where 70% of people are, but it does make sense in that place where terrestrial networks just don't make feasible economic sense. And that was the whole purpose of the JV is how do we make this a win-win for satellite operators, for consumers and make it economically viable for the carriers as well. So how do we stimulate competition in this space, give consumers the coverage in those few limited outdoor areas like national parks where, by the way, by pulling our spectrum together, we can take care of the hotspot needs of a Yosemite or a Yellowstone National Park and have it be a great complementary service. That was the whole thought process behind this. But in terms of a competitor to a mobile network operator, it's just not physically possible. And this is also the reason why we said, well, well, you've given them an MVNO, said, well, it doesn't differentiate you, like there's no differentiation. So no, we're not going to give them an MVNO. It doesn't make sense for us to give them an MVNO The answer is no.

@FinanceLancelot Hope it dumps like crazy in those 5 days!

Holy shit! They changed the rules for Elon again... They waved the profitability rule & are adding SpaceX to indices only 5 days after IPO... normally it's 90 This forces 401k retirement & passive funds to buy SpaceX at elevated IPO pricing, holding the bags the entire way down

@DeanLobdell @thekookreport @endless_frank I’m not trying to conjure up anything. It was an honest question. But, regardless point taken. Thank you.

@surfntruf @thekookreport @endless_frank A Falcon 9 rocket launched from SLC 40 less than two hours ago. You can conjure up any ideas about "other launch complexes"; or you can go to You-tube and see reality.

I don't know if I'm underreacting, but yes, I'm generally jaded by $ASTS drama. But the way I see it, yes, having a nuclear-sized blast on what is one of your future primary launch vehicles is not good. But, $ASTS was not dumb and heavily booked F9's for the first salvo its its launch campaign, leaving flexibility in 2027 to do what they have to do. Tomorrow the simple craziness of Wall Street watching this explosion will be interesting for about 15 minutes until we move on. Very shortly, it's all eyes on Batch 1 launching and to the surprise of literally no one in the Spacemob, we will have Batch 2 shipping in the next few weeks for a 2nd SpaceX flight. My research (reading the 10K) has led me to believe we have 6-10 another SpaceX flights booked for this year. So while Blue Origin works things out (and they will), the $ASTS momentum will continue to build and people will understand the diverse set of launch providers that exist to round out and counter balance SpaceX. SpaceX has done 12 Starship launches with 0 commercial orbital payloads. Blue Origin is 2 for 3, with the 3rd reaching orbit (the wrong one). I don't get why people aren't excited for Jeff Bezos when he's tracking ahead of Elon. I get it, what has Jeff ever done right before. "Fire Phone..." So tomorrow we get a quick retail dump (goodbye tourists), and then the convert guys dust off their HP12C's to provide the initial stabilizing bid in the market. By then, dealers are pinned at $120 trying to guess whether the stock will rip or not, and we'll have a fun Friday

@abc7newsbayarea “Gently catching” oh hell no

A terrifying roller coaster rescue is underway in Galveston, Texas Thursday. A car became stuck on a vertical track, leaving eight people dangling at the very top of the ride. Firefighters are using a long-ladder truck to reach the riders several stories above the ground. Crews are working to remove each rider from the ride by gently catching them and lowering them into the basket at the end of the ladder, before walking them down an incredibly steep structure to safety. Latest details: abc7news.com/19189772/?ex_c…

@sentdefender Surprisingly all the trees next to the pad seem to be like “so what?”

Daylight reveals the extent of damage caused to Launch Complex 36 (LC-36) and the surrounding area of Cape Canaveral Space Force Station in Florida, following last night’s massive explosion of Blue Origin’s New Glenn during a Static Fire Test. Significant fire damage to the launch pad, tower, and other infrastructure can be seen - which will undoubtably require months of repairs - while debris from New Glenn lay scattered around LC-36. Photo credit: @asherbphotos @tweetsiphotos @LaunchHeavenX

@DeanLobdell @thekookreport @endless_frank Wouldn’t the other launch complexes sustain potential damage and need some kind of integrity review?

@surfntruf @thekookreport @endless_frank A Falcon 9 just launched from the Cape an hour ago. There's zero impact on SpaceX...