System Two Trader

Equity & option spread trader browsing your fintwit 🧩
Bookworm
BBT & ShadowTrader member
Semi-retired poker dealer
Ideas & questions not brags
Nothing to sell

[System Two Trader @systemtwotrader]

@PeterReznicek Weekly options advisory subscriber here - few who run a service are willing to post their full track record and PR is one of them. Trades a unique style and I've learned much about options spread trading (BWB, ratios etc) during last couple of years from him. Def reccomended!

[System Two Trader @systemtwotrader]

@cfromhertz @SunriseTrader @X INSTANT FOLLOW! Thanks to both you and Sunrise for sharing 👍

[System Two Trader @systemtwotrader]

@SunriseTrader Hi Sunrise, I am sure you have answered this before, but what filters do you apply to your scanners intra-day to automate your process and give it a more mechanical feel?

[System Two Trader @systemtwotrader]

@LA_AM_Trader Where are your ‘puke out’ stops here, and what size are your partials? 👌👍

[System Two Trader @systemtwotrader]

@tradertheory This must be a skit. Or avante garde theatre. If real - this is why inverse Cramer trading works 😏

[System Two Trader @systemtwotrader]

@AndrewHiesinger in under 12 hours this post has not aged well 😂

[System Two Trader @systemtwotrader]

@TritonTrades @RealDayTrading would disagree vehemently @TritonTrades

[System Two Trader @systemtwotrader]

@TraderMHT Annual Candles 🎂

[System Two Trader @systemtwotrader]

$ALNT $XLV ALNT Gap from May '21 filled - held up in broader flush over last two days. Might be more follow through if rotation into XLV continues. Looking for open momentum up to Nov5 gap. Also watching $MD for a b/o pull in

[System Two Trader @systemtwotrader]

@LA_AM_Trader @BearBullTraders quick stop out there - what reasons? What got you jumping back in? 👍

[Ex Nihili @exnihili_]

@mikealfred

[System Two Trader @systemtwotrader]

😂

[Antonio Costa @ACInvestorBlog]

$POET This morning, I spent some of my free time deepening my knowledge about the company POET and the reasons why investors are allocating significant funds to it, and it’s no surprise to me that there may indeed be reasons for this.

POET Technologies has developed silicon photonics technology, including its Optical Interposer platform and products like the POET Blazar™ external light source, that is positioned to DISRUPT AI connectivity.

This involves replacing traditional electrical interconnects with light-based optical solutions for faster data transfer between chips and servers https://t.co/QBDblpsTCM

The company is exceptionally well-funded with a robust cash position that supports its aggressive commercialization push in AI photonics. As of early October 2025, the company completed a landmark $75 million non-brokered private placement from a single institutional investor, bringing its total cash reserves to over $150 million and no significant debt (just $7M , so the net cash is $143M), no dilution risk.

The commercialization is underway with multiple customers.

Recent moves, like partnerships with Foxconn for 800G/1.6T transceivers and Sivers Semiconductors for laser integration, show commercial traction.

POET Technologies appears to be at or nearing an inflection point in its business trajectory as of October 2025, driven by its silicon photonics innovations for AI data centers and strategic partnerships.

From a technical standpoint the stock pulled back last week on low volume following a new all time high to its pivot zone (previous resistance now support). The recent surge in call options volume for POET Technologies strongly indicates that institutional and retail investors are placing substantial bullish bets on the stock over the coming weeks and beyond, aligning with its AI photonics momentum.

Analysts forecast $3.85M revenue for 2025, exploding to $90M+ in 2026 as AI data centers scale.

Take some time to do your own DD.

Disclosure: I took a long position on it last week.

[JM @BTCStocksInvest]

My buddy who is MD at Goldman just sent me this research on AI Spending Boom. Very Bullish for $CIFR and $IREN. Thread below 👇

[System Two Trader @systemtwotrader]

@BTCStocksInvest thanks for posting 👌

[System Two Trader @systemtwotrader]

@bethraymer Just finished Lay the Favourite, after having been recommended it by Steve Zolotow, who gave it a glowing review on the Table 1 Poker Podcast. Fantastic! One of the best reads in a while for me. Looking forward to reading your novel. All the best from London! 🍸

[System Two Trader @systemtwotrader]

@ACInvestorBlog Nice vol into close - cheers for the callout 🍸

[System Two Trader @systemtwotrader]

@Jackaroo_Trades

@Jacckaroo_trdes - potential scammer using your name 🧐

[System Two Trader @systemtwotrader]

@LA_AM_Trader @BearBullTraders Amazing work riding that chop 👍 great stuff

[System Two Trader @systemtwotrader]

@PokerRoomRWLV What games are generally in the 4/8 Mix? 👍