🐙

Front office man. Long term bull. Wannabe Quant. Options dabbler*. Tweeting to self

[🐙 @Jambooxyz]

@KSidial No.
You don't need anything more than a Implied Vol' calculator to back out the actual number used by the MM's and for the different style options. Otherwise there is no need

[🐙 @Jambooxyz]

Ngl @X has gotten worse with all the changes @nikitabier has made. Tweetdeck no longer available, fyp has no good posts only filled with sub 50k viewed posts, not recommending new profiles or posts like it was previously, no viral posts showing up, to wrap it up much less engagements overall.

[Teng Yan @tengyanAI]

Memory stocks took a heavy hit this wk but DDR5 server RDIMM spot just moved +27.9% in 30 days to $1,375.

that's the memory market pricing in AI server demand before the supply side can respond.

[Mario Nawfal @MarioNawfal]

🇪🇸🇦🇷 This is the player Messi will have to face on Sunday: Cucurella🤣🤣

Writer: Samuel

[LM10 Brasil @MessiLeoBrasil_]

Cada um deles aos 25 anos de idade.

Lionel Messi é de outro mundo. 🐐

[blockgraze @blockgraze]

nobody that's mocking this guy would have run it up in the first place

[Ariel M. @_arielmayo]

Lo primero que verá Messi cuando agarre la pelota.

[Trade Whisperer @TradexWhisperer]

$SKHY 4.87x. You gotta be kidding me.
Even lower than $MU at 5.56x.

At these levels, they can buy back the entire company in just ~4 years. Shortage until 2030.

Pure madness.

[🐙 @Jambooxyz]

That idea, prefer calling it theory is dumb asf. GOAT is a GOAT because he best wherever you put him

[vanemrys @vanemrys15]

He can't survive in the Premier League.

[🐙 @Jambooxyz]

Are firms like @citrini cooked?

[Wall St Engine @wallstengine]

AI AGENTS ARE NOW TRADING THEIR OWN SUPPLY CHAINS

When a hyperscaler drops a capex headline, retail AI agents are already running the second-order math:

→ Parse the capex number and $-per-GW implications in seconds

→ Map spend to memory, optics and power suppliers

→ Flag which names haven't repriced yet

→ Hand back entry levels while the market is still digesting the release

The second-order trade that took days now takes minutes.

[Matthew Prince 🌥 @eastdakota]

Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. https://t.co/2zX5bHdhsa

[Jukan @jukan05]

Anyone loudly touting how much cheaper Kimi K3 is than Western LLMs is deliberately ignoring how much more expensive it has become compared with previous Chinese LLMs.

[🐙 @Jambooxyz]

Shorting $SNPS

[Jukan @jukan05]

EDA is cooked.

[Negligible Capital @negligible_cap]

The seasonality of Momentum

Evidently momentum always gets throttled in July in recent history - this July more than most.

[Geiger Capital @Geiger_Capital]

We must ban golf courses immediately…

Golf courses vs Data centers:

[Fede @fedepiri_]

La misma jugada, a la salida de un córner, 3 años y medio después. El fútbol es increíble

[tradfi news @tradfi]

*LAWMAKERS SEND LUTNICK LETTER ON MEMORY CHIPS FROM CHINA

*LUTNICK URGED TO HOLD FIRM ON CHINESE MEMORY CHIPS BAN

$CXMT

[eternal classic @eternalclassic_]

gonna be stuck in my head all week

[Stock Talk @stocktalkweekly]

The historic momentum sell-off got even more historic today. Capitulation for (at least) a bounce looks relatively near in AI-related stocks, but many charts are broken now, and will take an extended period of time in order to repair them.

[Gavin Baker @GavinSBaker]

Risk/reward seems attractive again.

Lots of cheap stocks with durable competitive advantages that are going to crush numbers for the next 6-12 quarters.

Time will tell!