Kevin T

Solutions Architect, lover of all things data and cloud. I have a strong affinity for airline miles and tacos.

[Kevin T @kevintavera_]

@data168 Eh... It's been hitting private CREDIT mostly for a couple of years. Blue owl, kkr apo bx. All have taken on massive risk. Private equity is a different animal than credit. Also think about bond issuances for data centers that may fall into junk ratings.

[Kevin T @kevintavera_]

@data168 I've taken $IREN on the long and short side profitable trade, now to own $60 puts. I see it as a loser trade. I already made a lot on the now reset silver trade and I agree $GLD has upside but IREN I'm not seeing the massive upside. There is hype and not money in IREN

[Kevin T @kevintavera_]

@elonmusk I use it in my apps but hallucinations are pretty wild and very defensive that they are accurate on RAG situations.

[Kevin T @kevintavera_]

@BenjaminNorton Uninformed ignorance from a fake economist.

[Kevin T @kevintavera_]

@TylerWilson119 Had 1500 "shares" on HOU in polymarket to win. Bought because odds were cheap. There are so many ways to make and lose a lot of money outside of options, futures, casinos, and equities.

[Kevin T @kevintavera_]

@TrendSpider No cut.

[Kevin T @kevintavera_]

@TrendSpider Ehh. A longshot on a trend line that duration to indicate a breakout

[Kevin T @kevintavera_]

@RKLBMan @amitisinvesting I live in Argentina part of the year and MELI is really the only e-commerce option and digital payment provider in most countries in the surrounding area. Think explosive growth if they split.

[Kevin T @kevintavera_]

@amitisinvesting People don't talk about PLTR or TSLA nearly enough.

[Kevin T @kevintavera_]

@GerryCallahan I was reading up on Hitler recently and he was definitely a bad guy but this guy takes the cake.

[Kevin T @kevintavera_]

@TylerWilson119 Xlf, bx, amzn, spy

[Kevin T @kevintavera_]

@idkandthatsokay Shorting since last week "into earnings"

[Kevin T @kevintavera_]

@amitisinvesting Just a month ago, bought 4 leap 2026 calls @ $5.5, then added on a dip 6 2027 calls @ $4.50

[Kevin T @kevintavera_]

@amitisinvesting @PaperGainsInc Im spending mine with my laptop at a lovely steakhouse in Argentina with a bottle of champagne reviewing my leap options and my put strategy on APP.

[Kevin T @kevintavera_]

@StockMKTNewz High risk direct and backing of loans using not just FICO scores but their own analysis. Like $AFRM but larger loans

[Kevin T @kevintavera_]

@TylerWilson119 I'm in $INTC with $15 2026 leaps, cheap longshot options.

[Kevin T @kevintavera_]

@TrendSpider Chart looks bad for rty

[Kevin T @kevintavera_]

@TrendSpider RTY is interesting to be hit so hard, depending on individual enquiries the open in morning may be a good buying day

[Kevin T @kevintavera_]

@TrendSpider Only direct exposure is small size on /ES. Closed out /NQ Friday afternoon