Trade Runner

[Serenity @aleabitoreddit]

Today, there's a new report that China eased InP substrate exports.

Which is expected to relieve mass production bottlenecks in the photonics market (source: Digitimes)

My optical positions are very happy to hear this:

From $AXTI (substrates), $IQE (epiwafers) to $AAOI (lasers) / $LITE / $SIVE, and others.

Taiwanese optical players like VPEC, Landmark, and others should go brrr as well.

Just to recap: the photonics market, especially for laser companies is moreso "how much can you make" rather than how much demand is there.

InP substrates was one of the main bottlenecks affecting upstream capacity.

So if you're able to make more = more revenue.

[TopTradersLive.com @TopTradersLive]

How to invest in this market regime ⬇️ ⬇️

"Find a way to get long inflation sensitive assets."

@jam_croissant @HariPKrishnan2

Listen to the full conversation here:

👉 ️Apple Podcasts: https://t.co/aT1IpVeUDK

👉 ️Spotify: https://t.co/HfJ8svSKXC

[Thomas Massie @RepThomasMassie]

The administration admits 🇮🇱 dragged us into the 🇮🇷 war that’s already cost too many American lives and billions of dollars. Before it’s over, the price of gas, groceries, and virtually everything else is going to go up. The only winners in 🇺🇸 are defense company shareholders.

[Trade Runner @SchellCap]

@FDSportsbook #FanDuelReplay

[FanDuel Sportsbook @FDSportsbook]

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[Elon Musk @elonmusk]

Every member of Congress who campaigned on reducing government spending and then immediately voted for the biggest debt increase in history should hang their head in shame!

And they will lose their primary next year if it is the last thing I do on this Earth.

[Trade Runner @SchellCap]

$AAP bull put spread 35.5 / 36

[Trade Runner @SchellCap]

$GRVY long enterprise value

[Trade Runner @SchellCap]

$QCOM put $160.

Broke trade lines / trading group

[Trade Runner @SchellCap]

$RKT Bear call spread 15.5/16

Heavy call options, vol crush, close tomorrow morning

[Trade Runner @SchellCap]

$SPOT BPS earnings play 77/80

[Trade Runner @SchellCap]

$OXY selling earnings calls on my position, call to put ratio 3.2 to 1.0. Think it will wash with vol crush and hopefully go higher to end the year

[Trade Runner @SchellCap]

Bull put spread $SHOP 77/80. Earnings play

[Trade Runner @SchellCap]

Long $EWZ $27.67

- Brazil is neglected and benefits from dollar weakness.
- 7% divided which allows to the generation of income to let the trade breathe

[Trade Runner @SchellCap]

Research, Prepare, Structure.