retired investment banker. did not pass cfa. not financial advice.
Dolores, Colorado
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Dolores Capital retweeted
To understand how the Univerde works, do this experiment:
Take $20 cash out of your wallet. Put it in a different pocket. You are going to give that to someone today.
Now, go thru the day & decide who is most deserving of it.
You’ll find its the incredibly happy, cheerful person, who likely offered to help you without needing anything in return
& that is exactly how the Universe works: positive, happy people attract amazing things while negative people repel them
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EVERY CALL
IN THE MONEY
YAY LEO
He's baaaaack: "Somebody" just spent $100MM premium on 2 week AI Stock Calls for the Oct2 expiration:
INTC Oct2nd 115c bot up to 3.65 20k $7.3MM
MRVL Oct2nd 250c bot 11.00 3500x $3.85MM
SNDK Oct2nd 1600c bot up to 97.60 4200x $41MM
MU oct 2nd 1000c bot up to 44.00 10k $44MM
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Dolores Capital retweeted
Friday:
$SPX bottom to top caught
$SNDK called move to 1800 for end of day turning $4 ⇨ $45
$MSTR 600%
Weekend (we're not done):
#AVAX 8 ⇨ 11.6 and going
At some point you have to decide whether you're okay being distracted from opportunity or remain a hostage to the doomers
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he should have bought them yesterday...
He's baaaaack: "Somebody" just spent $100MM premium on 2 week AI Stock Calls for the Oct2 expiration:
INTC Oct2nd 115c bot up to 3.65 20k $7.3MM
MRVL Oct2nd 250c bot 11.00 3500x $3.85MM
SNDK Oct2nd 1600c bot up to 97.60 4200x $41MM
MU oct 2nd 1000c bot up to 44.00 10k $44MM
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Dolores Capital retweeted
You’re supposed to use every unfair advantage you have. Connections, looks; money, all of it.
You're not noble by picking the hardest path just to look like an underdog.
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Dolores Capital retweeted
People ask me all the time if being in SF and talking to the employees at the big labs gives you an edge in trading this market. My answer has always been absolutely not. In fact, it’s mostly the opposite.
Most people at big labs are completely clueless when it comes to anything other than their research and have absolutely no idea what a change in model architecture means downstream for anything.
Ofc, if you want to just insider trade neocloud deals and partnerships then ofc ignore this.
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Grok 4.7 should be roughly on par with Opus 5.0, not 5.1. Better in some ways, worse in others. We need to fix multimodal performance.
Grok 4.8 will be a noticeable improvement.
Grok 4.9 is probably Astra/Fable class.
Grok 5 maybe better than anything. We shall see.
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