The Options Nomad

#1 ITM Put Sell Spotter. Options flow.

[The Options Nomad @TheOptionsNomad]

Everyone wants to find the market top, and people point to useless macro data points that have never helped the majority of the people time anything since most are ignorant. 🧵

[leichter-fuehlen @LFuehlen]

Come on....join yeet. You want to make money too. Without overpriced furu bullshit
$NBIS $SPY $COHR $ALAB $LITE $CRWV

[Bussin Science Investor @BussinBiotech]

Happy $SPCX IPO day to all those that celebrate. And a reminder while everyone's watching: all signs point to $LPTH being a key supplier of optical intersatellite link components for SpaceX Starlink/Starshield.
https://t.co/EPHz0g6ojQ

[The Options Nomad @TheOptionsNomad]

Read Andrea’s Clenow’s stocks on the move book.

The amount of AI names entering the $SPY is only accelerating. $COHR $LITE $NBIS $ALAB $CRWV

[Bussin Science Investor @BussinBiotech]

I wonder, when do all of the semi and memory "bottleneck" investors become space economy "bottleneck" investors? $LPTH $OPTX already ahead of the curve on prepping to address the infrared imaging, intersatellite links, germanium and other bottlenecks...
https://t.co/XvXnQEs1B6

[The Options Nomad @TheOptionsNomad]

They will crush the dollar

[Bussin Science Investor @BussinBiotech]

Great listen. @LukeGromen is by far and away one of the best forward guidance guests.
https://t.co/gTkyI4pPpA

[ppdd @usppdd]

$OUST received a $53 price target from Rosenblatt. Read these comments:

“Rev8, a first of its kind product with native color imaging LiDAR sensors, and the first to combine LiDAR sensing and LiDAR color into the same chips. “

“Every application of Physical AI requires functional safety, which is only enabled by these leading-edge safety sensors. Rev8 revenue is expected to accelerate in 2H26.”

“Currently, customers are on an 80/20 scale of R&D products vs full scale production, once they reach production, volumes may increase 1,000X+. ”

“Ouster has partnered with NVIDIA, AMD, and most GPU software players to enable broad compatibility. Now, this makes the AI stack a customer is running irrelevant as Ouster solutions allow seamless integration.”

[Lone @lonextrades]

"You can go from no setups to a lot of setups in like a day or two. So you can't ever take your eye off the market. Because then you're gonna miss the next rally. They always start when you least expect them." - Qullamaggie

[The Options Nomad @TheOptionsNomad]

If you run a sub and you buy $TTD you might actually have brain damage

[The Options Nomad @TheOptionsNomad]

Very nice List of RS names running today listed on the writeup at https://t.co/uLJL2jJ8w7 .

We have been informed that other services are falling apart and not as good as they once were.

$VELO ran insanely hard and we have been all over it this week in the room. Thank you Elon.

https://t.co/Xub0nGPgtN

[The Options Nomad @TheOptionsNomad]

ELONGATED WILL HAVE TO NAME DROP $LPTH AT SOME POINT

[The Options Nomad @TheOptionsNomad]

$VELO rerate is going to be nutty. 3 days high ik but look at volume. Elon will start becoming the Jensen of space names as well pumping by just talking about them.

Watch.

[Dr. Parik Patel, BA, CFA, ACCA Esq. @ParikPatelCFA]

I knew the stock market would finally crash. This is why I’ve been in cash since 2005

[The Options Nomad @TheOptionsNomad]

$AXTI parabolic top is in.

[bubble boi @bubbleboi]

Oh yeah the photonic bulls are getting gigafried.

[The Options Nomad @TheOptionsNomad]

Your average person has no clue what a marketcap is

[GURGAVIN @gurgavin]

RANDOM EVERYDAY PEOPLE ARE NOW TRYING TO GET LAST MOMENT BANK LOANS TO BUY THE SPACX IPO

😭😭😭😭😭

[DVB @DeepValueBagger]

What does a helicopter have to do with all my AI stocks going red. Nothing.

[The Options Nomad @TheOptionsNomad]

(Bloomberg) -- Elon Musk unveiled a more detailed look at an initial version of an AI data center satellite SpaceX plans to build, providing fresh insight into the ambitious project driving the company’s highly anticipated initial public offering.

During a 30-minute video shared on his social media website X, SpaceX’s chief executive officer laid out his plans for the future, including the continued development of its Starship rocket and the joint Terafab facility with Tesla that aims to manufacture computer chips in the US.

Musk also revealed a rendering with specifications of what SpaceX is calling its AI1 satellite, the first version of a spacecraft that the company plans to build as part of a roughly 1 million satellite network that will do complex computing for artificial intelligence in Earth orbit.

Musk noted that the early version of the satellite, sporting massive solar panels spanning 230 feet (70 meters), would support an average compute payload of 120 kilowatts and 150 kilowatts at its peak.

Musk cited SpaceX’s experience with building the company’s Starlink system and said creating the data center satellites would be simpler than building those powering the satellite-internet service.

$RDW

[The Options Nomad @TheOptionsNomad]

@BostonTCapital The Campbell’s soup chart is frying me rn out of all stocks to pick 😂😂😂

[The Options Nomad @TheOptionsNomad]

Look at $AMPG go.

[The Options Nomad @TheOptionsNomad]

Very odd flow on this name that came in today $AMPG already ripping

[The Options Nomad @TheOptionsNomad]

Definitely no insider trading going on here $AMPG