This is fkn hilarious 😂

If you run any kind of options flow or GEX service The only value that exists to actually hike your prices is to offer and API and/or an MCP server Sorry but Claude wrapped around your “data” is not enough to get people to pay more because you say it’s AI? Sorry but now you need to be a data source that allows development. In my opinion @ITMatrixHQ & @unusual_whales have done the best job of this so far 🤷‍♂️ I’d subscribe to those to anyone pushing an “AI CHAT” it’s just Claude or GPT wrapped in the site 😊 you could do the same thing by pointing a $20/month subscription from Claude at the site and get the same results Happy Sunday Morning 😊

Somebody really like those $MRVL 295 calls for 10/16 👀 Investor Day 10/6

I believe robotics - and specifically $CCXI - is about to go on the craziest run we've seen since $SNDK, and I'm positioned accordingly. Here's why: Quantum was the 2024 meme run. Space was the 2025 meme run. Humanoid robotics is 2026 and beyond - and the TAM doesn't just win, it dwarfs both combined. This is my #1 conviction play for H2 2026. $CCXI is Churchill Capital XI, Michael Klein's SPAC, taking Agility Robotics public in a $2.5B merger (~$620M in gross proceeds to fund the backlog and scale Digit 5). When it closes it trades as $AGLT: the ONLY publicly traded pure-play humanoid robotics company on Earth. Not "robotics exposure." Not Optimus buried inside a trillion-dollar car company. Not a private round you can't touch (Figure's locked up at a $39B valuation). Want pure-play humanoid exposure in a brokerage account? This is the only door. Scarcity is the whole game. And this isn't a rendering + a dream. Digit is already clocking in the deepest commercial track record of any Western humanoid company: 65,000+ hours logged in REAL factories - Live at GXO, Schaeffler, Toyota, Mercado Libre, Amazon testing units - 3 years of continuous commercial deployment - 98% task accuracy, 100,000-tote milestone at GXO The order book is real too with $300M+ in multi-year orders on the books: - ~1,000 robots under contract - 30+ more customers in the pipeline And they just dropped Digit 5 (Sept 15) - the first humanoid built to work cage-free, right alongside humans. No safety fencing. Who's behind it? Foxconn. Nvidia. Amazon. SoftBank. The same names funding the entire AI buildout. Digit 5 literally runs on Nvidia's robotics compute stack. This is the "physical AI" trade - the layer AI has to touch to move atoms, not just tokens. Now the part that should make you sit up - the TAM: → Quantum vendor TAM: ~$50B by 2035 → Space economy: ~$1.8T by 2035 (McKinsey) → Humanoid robotics: $5 TRILLION by 2050 (Morgan Stanley). Citi says $7T. Robotics dwarfs quantum AND space combined. Sit with the mispricing: the deal values ALL of Agility at $2.5B today. Just 1% of Morgan Stanley's $5T humanoid TAM = a $50B company. That's a 20x re-rate - for capturing one percent of the market it already leads in the West. Napkin math on a robotics meme run (a scenario, not a forecast): quantum names re-rated 5–10x on pure hype, with a fraction of Agility's revenue. Point that same energy at the only pure-play humanoid ticker, with real backlog and a fresh Digit 5 catalyst… you can do the math. Want a preview of the appetite? Look at Unitree. Last month it IPO'd on Shanghai's STAR Market - the first publicly traded humanoid robot maker in mainland China - and spiked more than 600% on day one, oversubscribed a record 8,000x. That's what the market does when it finally gets a pure-play humanoid ticker. The catch: Unitree trades in Shanghai, where US retail can't touch it. $CCXI is the one you can actually own. And the catalysts are stacking up fast. Agility is already running a full institutional roadshow - Citi TMT, Jefferies Industrials, Evercore's AV & AI Forum - and on October 6 they host their first-ever Analyst & Investor Day in NYC, where the entire C-suite lays out the Digit 5 roadmap, commercial momentum, and long-term financial model. Companies don't build this kind of IR machine before they're even public unless they're planning to be a serious institutional holding. Then the main event: the merger is guided to close in Q4 2026 - likely just weeks out - at which point $CCXI converts to $AGLT on Nasdaq. It still needs SEC sign-off on the S-4 and shareholder votes, and deSPAC dates can slip, so treat Q4 as the target, not a guarantee. But if it lands on schedule, the close itself is the catalyst - right in the heart of this thesis. The setup: ✅ Only pure-play ticker (that US retail can actually buy) ✅ Real revenue + backlog ✅ Blue-chip customers AND backers ✅ Fresh catalyst (Digit 5) ✅ Biggest TAM in tech, by a mile ✅ Hard catalysts stacking: Investor Day Oct 6 + Q4 deSPAC close Quantum minted generational gains. Space minted generational gains. Both ran on stories. Robotics has the story, the revenue, the customers, the scarcity — and a TAM that eats both for breakfast. Don't say you didn't see it coming. 🤖 $CCXI → $AGLT Disclosure: I own 30,000 shares of $CCXI. This post is my opinion, not financial advice. deSPACs are volatile, redemption + dilution risk is real, any potential meme run can reverse hard. DYOR.

The younger generations will never understand just how much fun the first GTA was. And it looked like this. Gameplay > graphics. Every time.

Good morning $SPY

Ya mon! Listen good: If Bitcoin pass $82k, we officially inna di bull market! Galaxy Research seh di 50-week moving average sit right around $82,470. In 11 outta 13 times history, when BTC reclaim dat level on di weekly close, di bear market low already done. Once it flip past 82k, di bulls tek over fi real. Irie!

“You support building more AI data centers across the country?!” Brother, I’m building one in my basement.

Been using @grok 4.6 in cursor all week, barely putting a dent in my Ultra plan. ChatGPT $100 plan drained in less than a day on the same work. Just can’t justify it anymore. Do better @ChatGPT

VEX matters very little for true 0DTE. Vanna scales with √T and approaches zero as expiry hits because vega collapses. 0DTE dealer flows are dominated by gamma (price) early and charm (time decay) later. Any meaningful VEX pull usually comes from longer-dated options in the chain.

I see a high volume (40x the weekend average, 4x the weekend high) on hyper-liquid S&P 500. It's as high as during cash session trading days. Someone knows something ? Barron is trading incoming news ?

I’m not a developer anymore. I’m an API between prompts and production.

30,000 pounds of imported raw beef from Argentina has been recalled after failure to reinspect following its arrival in the United States. This comes after the USDA's Food Safety and Inspection Service lost 9% of its staff last year during the Trump administration's DOGE cuts.

Recent $KEEL insider buys are interesting: **13 Aug** Gagnon CEO — 58,888 @ $3.33 (~$196k) **17 Aug** Wilson COO — 26,472 @ $3.78 (~$100k) **20 Aug** Wilson COO — 30,769 @ $3.25 (~$100k) **21 Aug** Gagnon CEO — 38,888 @ $3.33 (~$129k), filed 4:42 ET yesterday Cluster: 155k shares, ~$525k. Gagnon ~$325k, Wilson ~$200k. Four Form 4s, all code P.

$SPY Early look at Gamma/Vanna

“hEY diD U kNoW iF U bOugHt $MRNA cAlLs U’d bE rEaLLy RiCh tOdAy?” - my timeline

$QQQ Whole board: net gamma is NEGATIVE (-$485M). Board-wide, dealers lean short gamma → they sell weakness / buy strength, which amplifies moves. Overall: unstable, trendy bias. Local zone: price 716.91 is ABOVE the flip (708). You're in the dampening pocket → dealer hedging works against moves right here (fades pushes, buys dips). Local action = calmer, pinned.

Early look at $SPY Quick read: Price is above the 759.98 flip in the local dampening pocket; whole-board gamma remains negative, favoring broader amplification. The nearest structural level is the call wall at 769.00, $1.12 above. The immediate decision level is the 769.00 call wall; rejection keeps the 760.00 put wall in play, while acceptance above it opens the next higher exposure band.