zeroledge

[Fed @lord_fed]

Most people buying options are just paying for lottery tickets and wondering why they keep losing.

So I dropped a guide which isn’t full of jargon or emojis that I wish existed when I started.

https://t.co/zXujU7uKSb

[Fed @lord_fed]

Boom… Made a decent sized upside bet for SNOW earnings.180c 06/18… bought @ 6.9 on 5/14, upped it to 70bps. Trimmed half pre-print at 15.3.

Stock now +38% premarket, call ~61.

[Fed @lord_fed]

Why is it people are happy to pay for upside when upside has already paid, but won’t pay for downside when it’s cheap?

https://t.co/Vn07ijzo4J

[zeroledge @zeroledge_]

This guy has made me money since last April and less retarded. This piece is a good read

[Fed @lord_fed]

Two camps right now:

A: market crowded, top is in.
B: nobody owns this, melt-up coming.

One of these is going to look very stupid in three months.

https://t.co/T5F4LxHlnO

[zeroledge @zeroledge_]

@lord_fed Probably B

[zerohedge @zerohedge]

Iran willing to attend second round of talks with US, Pakistan officials say: AP

[zeroledge @zeroledge_]

Contrarian but true, maybe time to rotate some of my oil longs

[Fed @lord_fed]

The most expensive misread in markets right here is thinking AI kills software. I think it gets absorbed by it which is a completely different trade.

Spent several weeks on this post and built a 15 name basket around the idea.

https://t.co/2jGQf1SK2J

[zeroledge @zeroledge_]

Have they ever posted anything actionable?

[The Kobeissi Letter @KobeissiLetter]

What just happened?

At 2:30 PM ET today, CBS News reported that President Trump was considering "boots on the ground" in Iran.

Then, at 3:43 PM ET, President Trump said "I don't want to do a ceasefire with Iran," with the S&P 500 hitting a new 2026 low.

Exactly 90 minutes later, at 5:13 PM ET, President Trump said the US is "considering winding down" the war with Iran.

Between the 3:43 PM ET and 5:13 PM ET comments, the S&P 500 had already risen nearly +1% on NO news.

By 6:15 PM ET, the S&P 500 rallied +1.8% from its low, adding +$900 BILLION in market cap.

Markets are now closed until Monday.

[zeroledge @zeroledge_]

@lord_fed get to work !

Seriously, I really enjoyed this. A great piece of writing.

[zeroledge @zeroledge_]

@lord_fed @agnostoxxx 🔥

[zeroledge @zeroledge_]

He still won’t meet me despite me being in Scotland 😉 some haggis for tea luv?

[zeroledge @zeroledge_]

This mf made me so much money last year alongside @agnostoxxx

Now he managed to top tick with puts that I obviously bought too many of as I am up 2% today.

[Fed @lord_fed]

There’s a point in every bull market when disbelief stops being a thesis and starts being a liability.

I think we crossed that line for 2026.

https://t.co/y3reghvZCZ

[zeroledge @zeroledge_]

@agnostoxxx 😂

[Le Shrub🌳 @agnostoxxx]

This is very cool from NASA.
I can confirm that this shrub is going to the Moon.
PS Kids will love this!

[zeroledge @zeroledge_]

Permanently moving to lovely Scotland for work. Been without service or electricity for 24 hours because of the snow up here

[zeroledge @zeroledge_]

@lord_fed Well worth the wait my guy!

[zeroledge @zeroledge_]

In Scotland till February for work. I thought I’d come back on here to share this post as it was amazing

[Fed @lord_fed]

Last week was a bear trap.

https://t.co/egmBQJdqaF

[Financial Times @FT]

Apple’s vice-president of artificial intelligence will be replaced by a top Microsoft executive as the iPhone maker struggles to recover from a slow start in the race to harness advanced AI. https://t.co/GHIbiaUqoS

[zeroledge @zeroledge_]

@agnostoxxx @lord_fed @jbulltard1 You too thanks shrub

[zeroledge @zeroledge_]

Happy thanksgiving to @lord_fed @jbulltard1 @agnostoxxx I am up 147% ytd and I am shutting down for the year.

Special thanks to Fed for his phase 2 AI basket, that changed my year. Shrub for the memes. And Bulltard for the flow.