Max Long

It’s supposed to be hard. If it weren’t hard, everyone would do it. The hard is what makes it great.

[Max Long @CleanConvexity]

$PLTR bounced right off it's first test of the 21d sma. This is what new leaders look like. Still my top pick going into 2026 YE.

[Max Long @CleanConvexity]

$NBIS the 100d has proven to be a line of strength, bulls defending it. the 50d just above at 213, coincides with the daily POC, need to get above that to make a run for 230+

[Max Long @CleanConvexity]

$OKLO $HOOD $MRVL $ORCL $MRNA with the price action contradicting the flow

[Max Long @CleanConvexity]

$META also getting lit up across several expiry's

[Max Long @CleanConvexity]

$AVGO finding some dip buyers today

[Max Long @CleanConvexity]

5/ Macro — today's Treasury auctions and econ prints
Level alerts: 3 fired · 0 failed
Unemployment 206K vs 205K exp
Revised 8:30am · 1.4% exp · 1.4% prev
TGA (Treasury cash) +$52B

[Max Long @CleanConvexity]

Morning Notes for Sep 3, 2026

1/ Confirmed flow — $1M+ trades vs today's open interest
$GLD 415C 9/18 $38.8M OI+91.7K opening
$PANW 260C 6/17 $28.7M OI+2.9K opening
$IWM 280P 12/17 $18M OI-3.5K closing
$PANW 240C 9/17 $13M OI+1.1K opening

[Max Long @CleanConvexity]

4/ Tape — market health check: breadth (rising vs falling stocks), new 52-week highs, volatility
Advancers/decliners 0.7 · new highs 0.2% of S&P · VIX 15.2 contango (calm)

[Max Long @CleanConvexity]

and now we know why $SNOW

[Max Long @CleanConvexity]

$SNOW $4.5m in calls being accumulated throughout the day

[Max Long @CleanConvexity]

$PLTR dip buyers into this nastie pullback

[Max Long @CleanConvexity]

$SNOW $4.5m in calls being accumulated throughout the day

[Max Long @CleanConvexity]

when the market gives you the gift it has with $GEV you take it. Wake me at 1100

[Max Long @CleanConvexity]

Who is buying 300c for june '27 on $QCOM? Show yourself. Best looking chart in the market right now imo, bands compressing, volume increasing WoW. Just needs the spark

[Max Long @CleanConvexity]

$MRVL lost it's 50d, 100d is up next at 202.98, after that we're looking at the 200d down around 170. I am giga bullish on this one long term, waiting for the 200d test for now though

[Max Long @CleanConvexity]

$SMH we are seeing a change in character. Now it's $NVDA running while everything else chops

[Max Long @CleanConvexity]

$AFRM bouncing off of the $69 lvl for the 5th time. Buyers willing to step in there which is the bottom of the current volume profile

[Max Long @CleanConvexity]

$RKLB if you were waiting for an entry, this is it. Looks like sellers are getting exhausted a lot of room above if it wants to rebound

[Max Long @CleanConvexity]

$SOXX seeing some nice put selling early today