◢

“Only a fool trips on what’s behind them.” — Iceberg Slim

◢ Founder, CEO, Asymmetric, @NodeSource the @nodejs company (acq: i2 Holdings)

[Stocktwits @Stocktwits]

Trump at 5:59pm on Sunday

[◢ @joemccann]

@Stocktwits 😂

[◢ @joemccann]

@pmarca And Ryan Holiday

[◢ @joemccann]

🎯

[James E. Thorne @DrJStrategy]

For the record

Not all semiconductor stocks are cheap!

Not every semiconductor stock is the same as $MU.

Parabolic moves are to be faded.

Retail piling into SMH at the top of a parabolic move.

Same thing happened in Gold $GLD. Tried to warn the FOMO crowd.

$SMH

[◢ @joemccann]

@toly 💀💀

[◢ @joemccann]

$MU earnings traded printed.

Subscribers were told about shorting ratio strangles ahead of earnings.

1x short $1250 call
2x short $850 put

$20 of credit per strangle.

They expired worthless = 100% of premium kept.

[◢ @joemccann]

@ninjapills @JJSNdsgn Oh that’s cool. Didn’t know this was a thing

[◢ @joemccann]

https://t.co/9uCIJqaG74

It’s open source.

https://t.co/FlKh0f5NJP

[Alex Badalyan @alexbadalyan]

@joemccann What’s radon?

[◢ @joemccann]

@Paradotsol Huh?

[◢ @joemccann]

✍🏼

[Sunchartist @sunchartist]

$IWM / $SPY
Russell 2000 / Nasdaq 100 this could be consequential

[◢ @joemccann]

@ninjapills @JJSNdsgn ?

[◢ @joemccann]

Soon we’ll have American 🇺🇸 open source models @reflection_ai

[Bill Gurley @bgurley]

This is what’s causing Anthropic to aggressively beg for govt protection (see below). Customers are finding cheaper alternatives. Keeping employees requires continuing ultra-rich secondaries ($$$) that are dependent on revenue growth. When you can’t win on the field go to DC.

[toly 🇺🇸 @toly]

When emigrating from USSR into USA i the early 90s I had to pledge an oath to fight communism and totalitarianism at the USA consulate in Moscow.

[Hunter Horsley @HHorsley]

This is a 2 minute video about taxing the wealthy.

There is no mention of programs it will fund. Or why the tax dollars are needed. Or what the money would be used for. Or how those less fortunate could be supported to themselves become wealthy.

The benefits are no longer the point.

The implicit message is about punishment. Punishing those doing well is now good politics.

Sign of the times —

[◢ @joemccann]

@alexbadalyan Both

[◢ @joemccann]

@alexbadalyan Huh? Wdym?

[◢ @joemccann]

Another one ✅

a16z-backed @basepowerco is offering cheaper electricity to the power grid that needs it most https://t.co/S6y9FOiwV1

[◢ @joemccann]

Mentioned this trade this morning to subscribers

https://t.co/3evlsLm2ha

[◢ @joemccann]

💸 Closed $AAOI Risk Reversal 7/10 (Short $125 Put / Long $135 Call) +393.53% · Held 3 hours

Executed with Radon

https://t.co/9uCIJqaG74