JustinK

Aerospace Engineer. Options and volatility trading. Macro analysis.

[JustinK @SpaceForce623]

@EconstratPB There goes Trump’s ability to pump the market 😂

[JustinK @SpaceForce623]

What’s going to happen when an agreement is actually met?

No more rally days off speculative posts.

[JustinK @SpaceForce623]

This was a fun day 🙂

[Hedgeye @Hedgeye]

Largest daily point decline in Nasdaq history:

[JustinK @SpaceForce623]

@_berggeit_

[JustinK @SpaceForce623]

Anyone in corporate America knows this number isn’t legit. Multiple postings for 1 seat to try to find the best candidate is a common practice. Not to mention the hygiene cleanup that always leaves req’s open past the seat being filled…

[zerohedge @zerohedge]

JOLTS Job Openings 7.618MM, Exp. 6.866MM, Last 6.866MM

not a typo

[JustinK @SpaceForce623]

@_berggeit_ I’d put the ratio at 3:1 based on my experience. 3 req’s for 1 opening

[JustinK @SpaceForce623]

Waiting for the market structure to change so I can have some fun at the index level… soon

[JustinK @SpaceForce623]

@EconstratPB DoorDash is a life saver with little kids at home. Will gladly pay for that

[JustinK @SpaceForce623]

@MacrostratPB

[JustinK @SpaceForce623]

I’d imagine there was a similar conversation earlier in February 2020

[HFI Research @HFI_Research]

Beautiful. Everything about this is so beautiful.

“Does anyone really care if the Strait of Hormuz is open?” one high-powered banker posited.

[JustinK @SpaceForce623]

Need to keep that gamma squeeze going 😬

[JustinK @SpaceForce623]

I know this will come across pessimistic but I am struggling to understand how the end consumers will absorb the follow-on costs and increase productivity fast enough to come close to offsetting this spend. We’re building our for technology that is not ready to be utilized in a way the market is pricing. Just my 2 cents…

[JustinK @SpaceForce623]

Bought my first Tesla almost 2 years ago. It’s going to be hard to ever switch brands again, especially with FSD.

[Whole Mars Catalog @wholemars]

U.S. loyalty rates by make, February 2026

1. Tesla — 61.1%
2. Subaru — 60.5%
3. Toyota — 59.9%
4. Ferrari — 59.7%
5. Honda — 58.2%
6. Ford — 57.8%
7. Lucid — 57.9%
8. Chevrolet — 56.7%
9. Nissan — 55.7%
10. Mercedes-Benz — 54.7%
11. BMW — 52.9%
12. Kia — 52.9%
13. Hyundai — 51.7%
14. Lexus — 50.4%
15. Mazda — 48.3%
16. GMC — 47.8%
17. Porsche — 46.7%
18. Rolls-Royce — 46.2%
19. Lincoln — 45.9%
20. Volvo — 44.5%
21. Acura — 44.2%
22. Land Rover — 43.9%
23. Lamborghini — 43.6%
24. Jeep — 43.5%
25. Volkswagen — 43.2%
26. Cadillac — 41.2%
27. Aston Martin — 40.8%
28. Audi — 38.0%
29. Ram — 38.8%
30. Buick — 36.0%
31. Genesis — 36.1%
32. Mitsubishi — 34.3%
33. Polestar — 34.9%
34. Infiniti — 31.5%
35. Bentley — 30.0%
36. Rivian — 28.6%
37. McLaren — 25.0%
38. INEOS — 24.7%
39. Chrysler — 21.4%
40. Alfa Romeo — 20.2%
41. VinFast — 20.5%
42. Lotus — 16.3%
43. Jaguar — 15.8%
44. Dodge — 15.5%
45. Maserati — 11.7%
46. Fiat — 3.3%
47. Mini — 0.0%
48. Smart — 0.0%
49. Fisker — 0.0%

[JustinK @SpaceForce623]

Always love a good blow off top. Makes for a better trade on the back end of this 😬

[JustinK @SpaceForce623]

@EconstratPB Told ya

[JustinK @SpaceForce623]

Front running keeps happening earlier and earlier every Sunday - Monday period… this will end well

[JustinK @SpaceForce623]

History doesn’t repeat itself, but it often rhymes.

When everyone is positioned for the move, the opposite often happens. When everyone thinks the coast is clear, the move has a higher likelihood of happening.

Keep your head on a swivel. Just my 2 cents…

[JustinK @SpaceForce623]

@MacrostratPB Opex week. Supportive flows

[JustinK @SpaceForce623]

@EconstratPB As an engineer, I’m allowed to say that your math math’d 🤓