Harvey 🇺🇸

I trade options and express opinions.

[Harvey 🇺🇸 @AlphaSubRosa]

You get to choose your sacrifice; you don’t get to not make one.

[Harvey 🇺🇸 @AlphaSubRosa]

Aren’t these models releasing themselves

[Polymarket @Polymarket]

BREAKING: OpenAI reportedly cancels the planned October release of GPT-6.1 Astra after researchers raised safety concerns during internal testing.

[Harvey 🇺🇸 @AlphaSubRosa]

Faster pace blue team

[Polymarket @Polymarket]

JUST IN: NVIDIA launches the “Open Agent Safety Platform” with over 100 industry partners, creating an open ecosystem designed to make autonomous AI agents safer.

[Harvey 🇺🇸 @AlphaSubRosa]

Savage

[Mark Zuckerberg @finkd]

To lead this effort, I'm excited that Chirantan "CJ" Desai will join Meta as Chief Enterprise Platform Officer, reporting directly to me. CJ is an experienced enterprise leader with a track record of building full-stack software and delivering results in AI, infrastructure, business applications, and security. He has an extensive industry network that we look forward to partnering with. CJ joins us from MongoDB, where he was CEO and President. Before that he led product and engineering at Cloudflare and spent nearly eight years at ServiceNow, including as President and COO.

[Harvey 🇺🇸 @AlphaSubRosa]

Top shelf tier here

[Trading Volatility @TradeVolatility]

https://t.co/3NZbMtN0Yf

[Harvey 🇺🇸 @AlphaSubRosa]

@Yam_Trades

[Harvey 🇺🇸 @AlphaSubRosa]

A what?

[First Squawk @FirstSquawk]

WHITE HOUSE PREPARING PLAN FOR 90-DAY DIESEL EXPORTS BAN

[Harvey 🇺🇸 @AlphaSubRosa]

Naive gamma exposure is not net market maker exposure. Neither is a price or path prediction tool. Throwing away data is not the solution; understanding the data is the only way to properly use it. CBOE has published a lot on this topic. It’s worth reading

[Samantha LaDuc @SamanthaLaDuc]

YUP YUP YUP!!

That is why https://t.co/ldrYGx64vF does not use
•GEX
•OPEN/CLOSED
•MID-POINT OPRA

“Most option scanning tools that claim to label customer positioning are actually using a shortcut called GEX, which assumes all puts are bought by customers and all calls are sold. This is not a safe bet to assume, and is empirically flawed logic, but many (repeat MANY) “unusual option activity” sites rely on these short-cuts.”

https://t.co/dfyVmdOFGq

[Harvey 🇺🇸 @AlphaSubRosa]

It was El Nina into January then a total eclipse. That’s what did it I’m sure

[Barchart @Barchart]

FUN FACT 🚨: Banks are down more than 10% from a 30-day high while the S&P 500 is less than 1% away from an all-time high ✅ The last time this happened was January 2000, 2 months before the Dot Com Bubble Burst 👀

[Harvey 🇺🇸 @AlphaSubRosa]

Diesel export ban, you say?

[First Squawk @FirstSquawk]

TRUMP BACKS CALL FOR BAN ON US DIESEL EXPORTS, SAYING ‘I’VE CALLED FOR THAT TOO’

[Harvey 🇺🇸 @AlphaSubRosa]

Diesel eh

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Exxon Mobil has shut down one of the largest diesel refineries in the Midwest, which produces ~11 million gallons of gasoline and diesel fuel per day, due to outage issues.

This comes as diesel prices have already surged nearly 90% this year and the US has entered peak diesel demand season.

We expect to see diesel prices push toward $7.00/gallon.

[Harvey 🇺🇸 @AlphaSubRosa]

Interesting ...

https://t.co/gJlT4SFTw8

[Kalshi @Kalshi]

BREAKING: Reported diesel shortages and outages in California, Florida and Texas

[Harvey 🇺🇸 @AlphaSubRosa]

Export ban, not Warsh

[Harvey 🇺🇸 @AlphaSubRosa]

Good question

[Harvey 🇺🇸 @AlphaSubRosa]

Credit to $AAPL for being early in setting limits on pace of AI development

[Harvey 🇺🇸 @AlphaSubRosa]

@BluthCapital There’s always money in the banana stand

[Harvey 🇺🇸 @AlphaSubRosa]

September is the 12th best month of the year for returns. Goes back to 1928. The catalyst changes but the pattern is pretty clear.

[The Power Trading Room @PowerTradingRm]

What a week. Too many wins to post, here’s just a few callouts from yesterday and today to highlight an incredible week of great teamwork:
🔥CBRS 195C 1.45 to 19! 1300% hy6
🔥MU Calls 600% Dersh
🔥BE calls 500-800% -miracle hy6
🔥HOOD 920% -John
🔥CRCL calls 400%+ -bin

[Harvey 🇺🇸 @AlphaSubRosa]

@Yam_Trades medieval_wizard_lucky_guess_generator_v2.exe

[Harvey 🇺🇸 @AlphaSubRosa]

Not bad 🎯

[The Power Trading Room @PowerTradingRm]

Calling possible pin levels at 12:23pm when SPXwas 30pts higher.. impressive @alphasubrosa $spy

[Harvey 🇺🇸 @AlphaSubRosa]

The narrow path to 7557. So narrow but there