Keith Melancon

Cybersecurity governance and policy wonk, proposal writer, occasional stock trader, husband and father of 5. The views expressed here are my own

[Keith Melancon @Keith_Melancon]

@GrindeOptions $vale 20Sep 20 calls

[Keith Melancon @Keith_Melancon]

My electric bill for November came in and I compared it to last years'='s bill - I live in Maryland for reference:

Nov 2024
Use - 1,048 kW
Cost - $186
cost/kW - 17.7 cents

Nov 2025
Use - 882 kW
Cost - $204
cost/kW - 23.1 cents

YoY increase - 30%
absolutely nuts!

[Keith Melancon @Keith_Melancon]

@howie_hua take 10% of 300 - that is 30 - half of 30 is 15, so that is 5% - subtract 15 from 300 = $285

[Keith Melancon @Keith_Melancon]

@Investingcom Cheugy

[Keith Melancon @Keith_Melancon]

@RobinhoodApp merch is good - hoodies!

[Keith Melancon @Keith_Melancon]

@Mr_Derivatives 177.21

[Keith Melancon @Keith_Melancon]

@amitisinvesting I wonder if there will a Jones Act-type legislation for semiconductors soon....

[Keith Melancon @Keith_Melancon]

@StockMKTNewz $fcx

[Keith Melancon @Keith_Melancon]

@MalwareJake this is something that senior leadership can point to as a win for metric-crazed orgs - 95% of staff recognized phishing - now add time to first click vs time of first report, and the status of the ~12 other controls that impact phishing attacks...one aspect, not the full story

[Keith Melancon @Keith_Melancon]

IV in $UNH seems to be picking up this morning for next week

[Keith Melancon @Keith_Melancon]

@cobraalerts ⚡️

[Keith Melancon @Keith_Melancon]

@Mr_Derivatives 475 puts for tomorrow are <.50 - worth a shot - of course 485 calls are .3-ish....

[Keith Melancon @Keith_Melancon]

@MoundLore Shell mounds on the Sabine River - https://t.co/oUHnB9AVko

[Keith Melancon @Keith_Melancon]

@StockMKTNewz 142.68

[Keith Melancon @Keith_Melancon]

@leadlagreport

[Keith Melancon @Keith_Melancon]

Why do people keep saying markets are oversold? Not even close! https://t.co/Uak6a0embF

[Keith Melancon @Keith_Melancon]

@kovatech_ @MasterPandaWu trade the thesis - map was laid out...or don't....bt looks like a good place for a put or 5

[Keith Melancon @Keith_Melancon]

@Mr_Derivatives this still feels trappy, leaders not doing well, $pltr looks like crap Perfect place to buy puts IMHO (which I have)

[Keith Melancon @Keith_Melancon]

@NlCKStocks $fcx

[Keith Melancon @Keith_Melancon]

@leadlagreport but the dip