FZN Joe

CEO @FuzionTrader @FZNanalytics | Options and Futures Trader | Dealer Positioning, Volatility Regimes, and Market Structure

[FZN Joe @TraderPoko]

@agtrader Looks like they closed down half today

[FZN Joe @TraderPoko]

We did it

[FZN Joe @TraderPoko]

When we do find out which fund just blew up? lol

[WALL ST JESUS (FZN) @WallStJesus]

The Wall St. Jesus Flow Show: October 15th, 2026 https://t.co/XTmVc1EKkm

[Pete Thamel @PeteThamel]

Sources: The College Football Playoff is nearing a deal to expand to 24 teams, per sources. The new format will start in 2027 and is expected to come together in the near future, pending final approvals.

[OptionsDepth @OptionsDepth]

📍Pin & Flow with Joe https://t.co/yBMZz3aBDR

[FZN Joe @TraderPoko]

Lot of action on the 0DTE $SPX 7750 calls today

Customers long ~8K+ contracts

They started being bought up toward the lows

[FZN Analytics @FZNanalytics]

Opening $CRWV Jan 2028 $15 Put Sweep

~$538K in premium

[WALL ST JESUS (FZN) @WallStJesus]

40% OFF DISCOUNT FOR TWO MONTHS ENDS SOON

ON THE MIC DAILY

CODE FZNLAUNCH

https://t.co/fUbGkfumik

[WALL ST JESUS (FZN) @WallStJesus]

The S&P 500 ended its longest stretch without a 1% decline in more than six years.

[FZN Joe @TraderPoko]

"Irrational".. buddy you have sold $250M+ in stock since August and your company has a debt problem lmao

[*Walter Bloomberg @DeItaone]

$CRWV - *COREWEAVE CEO BLAMES SHARE DROP ON MARKET ACTING 'IRRATIONALLY'

[WALL ST JESUS (FZN) @WallStJesus]

Traders fully price in two Fed rate hikes by end of January.

[WALL ST JESUS (FZN) @WallStJesus]

Traders fully price in two Fed rate hikes by end of January.

[FZN Joe @TraderPoko]

I mean I get first time nerves but.. there is no way she last more than a couple weeks right?

[Aaron Rupar @atrupar]

Katie Zacharia makes Karoline Leavitt seem like Winston Churchill

[FZN Joe @TraderPoko]

Since March 30th.. 10 Stocks Drove 70% of the $SPX 23% Rally

via McElligott (Nomura)

[FZN SangLucci™ @sanglucci]

I'm the first one getting banned

And they gonna throttle my ass down when I stop swearing at the muthafka

[Craig Shapiro @ces921]

Brent breaks below $103, but 5.25% yields and record cash hoarding mean the equity bid is borrowed, not earned.

TL;DR

1/ Trump's pre-midterm Iran de-escalation knocked Brent below $103 and gave equities room to breathe, but the rally is sentiment relief, not fundamental clearing.

2/ OpenAI's $70B annualized revenue target directly reverses Thursday's AI monetization scare and is the primary driver of the NDX bounce.

3/ Nearly $500B in AI-linked IG issuance has Oracle 5-year CDS above 260bp and SpaceX at record wides, raising the question of whether equity markets are pricing the credit stress building in their most heavily weighted sector.

4/ BofA's Hartnett flagging $166.4B in single-week money market inflows confirms the equity bid stays thin and rate-sensitive until the Fed pivots credibly.

5/ The dispersion trade is increasingly attractive: Delta's fuel-cost miss and Apple's order cuts are sharp reminders that the margin squeeze from $100+ crude is alive and well outside the megacap tech cocoon.

Regime: Fragile. Favor dispersion over index directionality and reduce broad long exposure until credit stress and the buyback blackout resolve.

[WALL ST JESUS (FZN) @WallStJesus]

The Wall St. Jesus Flow Show: October 8th, 2026 https://t.co/t7flnLDPxF

[OptionsDepth @OptionsDepth]

📍Pin & Flow with Joe https://t.co/jbpAYZLV7H

[FZN Joe @TraderPoko]

"Pain trade is lower yields, lower NDX"

via Krinsky (BTIG)