Dee Be Trading

Stocks, options & the occasional 🚀
Not financial advice. Just my plays.

[Dee Be Trading @DeeBeTrading]

$DHT had some notable put flow today. The Oct. 16 $21 puts led the action with 4.16K contracts, while the $22 puts also saw interest. Could be hedging, but the options tape is definitely leaning cautious.

[Shipping Up More @shippingupmore]

Skopelos, a 2010 VLCC, already fixed over 1,000,000 per day... what the ****!!! 🔥🔥🔥
$FRO $OET $DHT $CAPT $HUNT $INSW
#tankers
Source: Tankers International

[Nortilus @Nortilus]

The VLCC market has entered another dimension.

- TD3C: >$1.2M/day
- TD34: >$750K/day
- TD22: ~$400K/day

The real story? Hormuz disruption means more VLCCs are needed to move fewer barrels, shuttle legs, STS transfers and longer positioning are eating up capacity.

[Dee Be Trading @DeeBeTrading]

This is so true.

[Barchart @Barchart]

The Evolution of Trading

[Barchart @Barchart]

U.S. Markets to begin trading 23 hours a day, Monday-Friday, beginning on December 6 🚨 A 1-hour break will be given so that we can all eat, perfect! 🥳

[Dee Be Trading @DeeBeTrading]

Diesel has reached as high as $10 a gallon in California.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Exxon Mobil has shut down one of the largest diesel refineries in the Midwest, which produces ~11 million gallons of gasoline and diesel fuel per day, due to outage issues.

This comes as diesel prices have already surged nearly 90% this year and the US has entered peak diesel demand season.

We expect to see diesel prices push toward $7.00/gallon.

[Dee Be Trading @DeeBeTrading]

It’s getting ugly.

[The Hormuz Letter @HormuzLetter]

BREAKING: Trump says he is approaching "a major turning point in the war with Iran" and has "a big decision coming up," in a new interview with Axios.

Pentagon officials say "US forces are prepared for the possibility of all-out war against Iran," and US officials say the military cannot stay in its current holding pattern much longer. Trump adds "Do I want to go in and annihilate them or do I not?" and "anything could happen with me."

"At some point, you have to decide what is the endgame," one official said, coming just hours after JPMorgan said it no longer knows how to model an endgame of the war and the global economy.

[Dee Be Trading @DeeBeTrading]

@jimcramer Inverse Cramer

[Dee Be Trading @DeeBeTrading]

$BWET is the #MVP.

[Barchart @Barchart]

Shipping Tanker ETF still going parabolic 📈 📈 Uh Oh

[The Hormuz Letter @HormuzLetter]

BREAKING: ExxonMobil's 275,000 barrel per day Joliet oil refinery in Illinois has suffered a "total power outage," with heavy black smoke from emergency flaring visible for miles, as US diesel sits at a record $6.20 a gallon, per GasBuddy.

A total power outage at a refinery this size is highly unusual. It forces an emergency shutdown of every unit at once, with the crude and intermediates in the system flared off, which is the smoke. BP's Whiting refinery in Indiana, the largest in the Midwest, is already partially down for maintenance, putting pressure on Great Lakes gasoline and diesel supply.

[Dee Be Trading @DeeBeTrading]

@JesseCohenInv Be cash ready for great opportunities.

[Dee Be Trading @DeeBeTrading]

@AlexisWrem1747 Futures are down at this very moment. It’s all positioning. Also it’s a big week with Monday: China monetary announcement Tuesday: U.S. CLARITY Act vote. Wednesday: FOMC interest-rate decision. Thursday: Japan interest-rate decision. Friday: Fed announcement

[Dee Be Trading @DeeBeTrading]

@michaelsikand He mentioned cybersecurity was the next catalyst

[Dee Be Trading @DeeBeTrading]

@TGotDamP What weapons?

[Elon Musk @elonmusk]

I’ve been sounding the alarm on AI for a long time

[Dee Be Trading @DeeBeTrading]

@rdd147 On the positive side, I don’t think he used margin this time.

[Barchart @Barchart]

Strait of Hormuz will NOT re-open this year, says the International Energy Agency 🚨 🚨

[@jason @Jason]

AI stocks will drop 10%+ on Monday morning

Brace for impact folks

@DarioAmodei just unwound the AI trade with a blog post

[zet @profitzet]

My prediction for this week:

- Monday sell off because 3 faggots said AI has to slow down.

-Tuesday chill day.

-Wednesday: absolute volatility before FOMC. Kevin doesn’t raise rates and destroys the bears.

-Thursday start of a bull run.

-Friday I’m booking a vacation.

[Max @maxwilliamson__]

I called the bottom for $ONDS, now Jim Cramer called it a “meme stock”

Trump banned the importation and use of foreign drones and parts for American safety

The Pentagon's 2027 budget request includes nearly $75 billion for unmanned systems and counter-drone tech

Backlog across the sector is soaring, with about 72% funded

We have the all clear to go higher now