Jesse

Option premium seller. Play the odds. All posts are ideas, never recommendations. Trade your plan, not mine.

[Joe Kunkle @OptionsHawk]

Intuitive (LUNR) 1500 max strike January $55 calls buying $8.50 offers with Space names on fire, fresh tight flag breakout today, wrote this one up 5-15

[Jesse @Innovate_power]

@DMOptions Thanks for sharing ideas on this homie.

[Jesse @Innovate_power]

I’m fuking dead, how did this robot get drunk. 😂

[James Chanos @RealJimChanos]

“80% of ($TSLA’s) value will come from Optimus.”

[Jesse @Innovate_power]

I suspect that the number of ppl who even qualify for a mortgage is quite small, even with the little pullback in mortgage rates. Unlike '08 ppl r not levered up on 0% down, ARMs etc. $itb $xhb

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US home price to median household income ratio is now at 7.2x, a new all-time high.

In other words, the average single-family home in the US now costs more than 7 times the median annual household income.

This ratio is officially above the 7.1x recorded in 2022 and 6.8x seen during the 2008 Housing Bubble.

By comparison, a few years before the 2020 pandemic the ratio was around 5.5x.

In just 5 years, home prices have soared ~50%, materially outpacing the 17% growth in household income.

US housing affordability is still getting worse.

[Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews]

Analysts have decreased Q3 EPS estimates for $SPX companies by 3.0% since June 30, while the market is back at all-time highs...

[Jesse @Innovate_power]

Someone whose ideas i am always interested in. $cpri

[DM Options @DMOptions]

I can't get over how bad the FTC case against $CPRI $TPR is

[Jesse @Innovate_power]

An $MGA plant works on the Jaquar I-Pace to make the Waymo robotaxi. Waymo recently doubled its weekly ride total from 50k to 100k. It's looking to expand its service areas. Other RT players may use MGA in the future.

[Jesse @Innovate_power]

index butterflies are an idea

[Fibonacci Investing⚡️ @FibonacciInves1]

$SPY is not out of the woods yet. It's been in purgatory for a while now. No melt-up or meltdown...

#StockMarket #Stocks #SPX500

[Jesse @Innovate_power]

$qqq is still +7% ytd🤔.

[Charlie Bilello @charliebilello]

The Nikkei 225 is now down on the year after being up 27% just a few weeks ago.

[Jesse @Innovate_power]

I am loading $svix and bidding $vxx bearish option positions. #vix_term_structue

[Clark Square Capital @ClarkSquareCap]

When you meet an investor that's put up a 40% IRR over a decade while only using Yahoo Finance

[Jesse @Innovate_power]

$NG_F back below AISC imo. I am a buyer. $ung

[BuccoCapital Bloke @buccocapital]

“six way parlay. i want Biden step down on Sunday. i want Kamala at the convention. I want trump pennsylvania and arizona, kamala electoral, kamala popular. read it back to me”

[Jesse @Innovate_power]

@FibonacciInves1

[Jesse @Innovate_power]

i am long $gnrc for the hurricane and also fire season. took a flyer on $pola too. other positions, long PFE. Pair trade ong TLT & s/s ITB. S/s $cvna $tsla $ai $bros $nkla $mnkd $wulf $hut. hedged w/ indices and others

[Jesse @Innovate_power]

$NOC long idea. NATO country's increasing defense budgets and purchases for Ukraine will grow EPS. NOC has been lagging other defense co.s, so maybe some mean reversion too. $ITA

[Jesse @Innovate_power]

$UNG exports will continue to rise as 8 terminals are under construction which will join the existing 7. https://t.co/VMmE7FpmlE $boil $kold $ng_f

[Ryan Detrick, CMT @RyanDetrick]

This time is different.

@ChartableDotCom with a great chart showing the US is also a major exporter of natty gas for the first time in history.

[pedma @pedma7]

ChatGPT now helps you backtest Simple Trading Strategies.

No more wasting 100's of hours building code from scratch for bad ideas.

Here’s how to do it for free, in less than 10-minutes:

[Jesse @Innovate_power]

Adding $UNG again. Targeting +10-15%. Many producers recently cut production which spurred the last little rally. $NG_F is well below all in production cost. The cure for low prices is low prices. Russian exports may be taking a hit. $boil