Ivo Chase

Fifteen years of derivatives trading and counting. Follow me for day trading insights, expert analysis, and occasional rants. Not investment advice

[Ivo Chase @DaxBulls]

Some of the strongest high-conviction flow I have seen in a while is now appearing in semiconductors.

[Ivo Chase @DaxBulls]

Seeing something similar in my options flow analysis as well

[zerohedge @zerohedge]

Goldman's Top Derivative Trader Warns Bulls: Flows Were More 'Gross Down' Than 'Net Up' https://t.co/vSTY22HgBY

[Ivo Chase @DaxBulls]

Seeing some profit taking in $SOXX $SKHY , don't be greedy today

[Ivo Chase @DaxBulls]

SITUATIONAL AWARENESS got closed out

[Ivo Chase @DaxBulls]

25% up on this $NBIS

[Ivo Chase @DaxBulls]

Bullish options flows picking up in AI infrastructure and $NBIS with some v clean exposure

[Ivo Chase @DaxBulls]

Bullish options flows picking up in AI infrastructure and $NBIS with some v clean exposure

[Ivo Chase @DaxBulls]

@zerohedge its 5 DUV, trying to build 20. Thats less than 4% of ASML’s annual immersion production....

[Ivo Chase @DaxBulls]

China's DUV output is less than 4% of $ASML’s annual immersion output.... This is so overblown

[Ivo Chase @DaxBulls]

@amitisinvesting Yes, earnings were v good, buying all the way to $300. $GOOGL tends to move about 6-7% even on earnings beat

[Ivo Chase @DaxBulls]

@wallstengine Translation - give us more money for the data.

[Ivo Chase @DaxBulls]

@SmallCapSnipa Bad timing for a bear post lol. NVDA just disclosed a 10% stake ..

[Ivo Chase @DaxBulls]

@aleabitoreddit They actually front-ran it lol on IREN

[Ivo Chase @DaxBulls]

$AAOI turning bullish

[Ivo Chase @DaxBulls]

@StockSavvyShay No more rate hikes. SPX 8k

[Ivo Chase @DaxBulls]

$IBM just got crushed 20%+ after an ugly earnings miss.

But bearish options flow had been building for over a week.

The options market was flashing red first. 👀

[Ivo Chase @DaxBulls]

Institutions are buying this sell-off. $NBIS and $SOXX are attracting a lot of flows.

[Ivo Chase @DaxBulls]

META will cotninue to push AI and CAPEX hgiher. Mark jsut sees what's working and copies it...

He did it with Snapchat (Stories), TikTok (REELS), Threads (X) , Substack (Bulletin or some bs like that), Reddit (Forum).

He is doing the same with compute.

[Ivo Chase @DaxBulls]

@RHouseResearch Mark sees what's working and copies it... he did it with Snapchat (Stories), TikTok (REELS), Threads (X) , Substack (Bulletin or some bs like that), Reddit (Forum).

He is doing the same with compute.

[Ivo Chase @DaxBulls]

@unusual_whales And lose money lmao

[Ivo Chase @DaxBulls]

@DeItaone Retail traders tend to lose money, so not surprised AI agents can match that