Options Trader (Hugh)

Expect nothing, gain the world! 🌎

Options Trader: I post my trades
Baystreet Trading Operations expert / Private Equity /Cannabis farm owner X2
🤑🚀🥂

[Options Trader (Hugh) @ClassyHu]

The future of Ai

[Options Trader (Hugh) @ClassyHu]

@madaznfootballr Use smaller size and rebuild

[Taya Bass @travelingflying]

Elon Musk:”You get taxed on what you earn, you get taxed on what you buy, and you get taxed on what you own. And what does it get spent on? A bunch of stuff you don’t even agree with.

That’s why we need to reduce the size of government, spend less money and let the people keep a lot more of their hard-earned money.”

[Options Trader (Hugh) @ClassyHu]

Fed speaks

[Options Trader (Hugh) @ClassyHu]

@smartertrader Amazing!!! 💪🏼✅✅✅

[Options Trader (Hugh) @ClassyHu]

@TrendSpider Why didn’t the CEO buy puts to hedge, it’s irresponsible losing 80% hoping it goes back up

[Bloomberg @business]

Cliffwater will likely face redemption requests in excess of 7% from its flagship private credit fund, according to people familiar with the matter. https://t.co/m6RiFETcvH

[van00sa @van00sa]

Now Cliffwater (the $33B private credit fund) is seeing redemptions above 7% and selling $1B of assets into the secondary market to cover them.

The scary part is the structure. Cliffwater doesn’t own the loans directly; it invests in other managers funds, who own the loans.
3 layers deep before you get to an actual asset, so when investors want out, it has to find a buyer for a stake in a private credit fund in a secondary market.

Boaz Weinstein is predicting their redemption rate hits 10-20%

This is all happening in a bull market.

[Options Trader (Hugh) @ClassyHu]

@abudonkweb3 34

[Options Trader (Hugh) @ClassyHu]

@GhostOptions_ @ripster47 Send

[Options Trader (Hugh) @ClassyHu]

@SuperLuckeee Still bullish? Are you holding NVDA and spy longs?

[Options Trader (Hugh) @ClassyHu]

@MccierJ69043 @SuperLuckeee 555

[Options Trader (Hugh) @ClassyHu]

@LangmanVince Arrest her

[Options Trader (Hugh) @ClassyHu]

@WallStreetApes No

[Options Trader (Hugh) @ClassyHu]

@yunaintern Why didn’t you put in a stop order or hedge with puts on it?

[Options Trader (Hugh) @ClassyHu]

I asked Grok to pick the best stock in this spreadsheet and it zoomed in on $NVDA
Pretty impressive Grok !

Grok Imagine prompt:

Pick the best stock

[Options Trader (Hugh) @ClassyHu]

Closed $soxl calls up !
Opened $nvda / $googl calls for earnings / Trump china play

[Options Trader (Hugh) @ClassyHu]

Overall bullish on the markets as big name earnings come out this week/ China trade deal
Closed $NVDA Nov 28 190 calls up 62%

Opened $Soxl calls Nov21 $47 strike

[Eric Daugherty @EricLDaugh]

🚨 PRESIDENT TRUMP: They just found $31 billion! They said, 'Sir, we found $31 billion. We don't know why.' I said, is this a good or a bad find? This was a PLUS 31. We were used to finding negative 31 for the last 30 years. I said, 'check the TARIFF shelf.' Check it. He comes back 2 hours later - 'Sir, you were right. We have an additional $31 billion.' BILLION, not million, from tariffs. We're a WEALTHY nation again!

[Sam Badawi @Sam_Badawi]

$MU BARCLAYS RAISES PT FROM $190 TO $245

In addition, executives report DRAM shortages through 2026, per Digitimes. The stock is up 84% in the last 3 months.

What does this say for the production of more $NVDA $AMD chips and datacenters?

DRAM and NAND are the core memory used in mobile devices, servers, and desktops. HBM, meanwhile, is critical for the latest GPUs, AI ASICs from $AVGO and $MRVL, and even high-performance network switches and routers.