The first Starlink V3 satellites in space successfully deployed their solar arrays, fired their thrusters, established connections with the Starlink constellation using radio frequencies and laser links, and captured imagery of Starship
The Trump administration proposes letting the FAA waive certain environmental reviews for commercial launches and reentries.
The change could speed approvals for $SPCX and $RKLB as launch activity more than doubles over the next decade.
15 Cybercabs at Tesla's Charlotte, North Carolina showroom.
I have to imagine at this point that Tesla is approaching 1,000 Cybercab test vehicles around North America.
h/t 📸 @weeksagoyahoo
Updated $SPCX, moving faster than the linear downtrend.
See original post below for target.
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People are shorting the recently issued $HFG bonds because they think the company is dying while the main shareholder is selling puts and buying calls with the money. Something is wrong. The quant people or the value PE guys in the board?
Globální odliv z momentum akcií a likvidace pákových pozic.
Pesimisti shortují, protože věří, že cyklus se uzavřel. Optimisti nakupují dip (pokud ještě mají za co).
Já vypisuji opce a je mi celkem jedno kdo z nich má pravdu. I kdyby to už byl konec, tak to stejně nepůjde jednou čarou dolů a nejspíš uvidíme minimálně pár týdnů do strany nebo nahoru. Opční prémia jsou teď extrémně vysoká, takže mám obrovský margin of safety.
There are two problems rn for crypto and, specifically, bitcoin bulls:
1) marginal liquidity would rather speculate in prediction markets and equity markets
2) marginal energy to mine BTC is worth 10-20x if reallocated to serving AI tokens
These changes feel structural but I could be wrong…
$EWG - 100% skuteczności za ostatnie 25 lat...
Minimalne obsunięcie po nawrotce na MACD na interwale miesięcznym (od chwili przecięcia a nie od szczytu)
-23%
Maksymalne
-65%
Nie ja ustalam zasady gry 🙃
$SHEL ( $ARX.TO ) will supply feedgas to this USGC terminal.
Very timely given $20+ USD JKM pricing.
When the ARC Resources acquisition closes, Shell will generate nearly $175/boe CAD on this LNG Supply gas agreement at current JKM pricing & fx.
Gas Supply from the #Montney.
$SPY midday update:
This morning I said I was watching whether SPY would slowly creep toward 757.
Instead, the market chose the dealer magnets.
The early rally faded, and SPY has worked its way back into a very tight corridor around 750–752.
Current ZeroGEX read:
• Spot: ~750.51
• Gamma Flip: 751.78
• Call Wall: 752.00
• Put Wall: 750.00
• Max Pain: 751.00
• Net GEX: −$1.24B
The important part:
The morning gap higher completely changed the positioning landscape.
Instead of sitting comfortably above the flip in positive gamma, SPY is now parked almost exactly between the put wall, max pain, gamma flip, and call wall.
That's why the tape suddenly feels stuck.
750 put wall → first support.
751 max pain / 751.78 gamma flip → the battle line.
752 call wall → immediate resistance.
We're essentially trading inside a 2-point dealer box.
A break above 752 could finally reopen the path higher.
Lose 750, and with gamma now modestly negative, moves can become noticeably more directional.
It's a good reminder that dealer positioning isn't static.
The overnight news may have pushed futures higher, but once the cash session opened, today's options flow completely reshaped the map.
Right now, the market isn't trending—it's negotiating around the flip.
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