Mahomes and Chiefs

$CART jumped late Friday on M&A reports 10/16 buyer of 3K April 55 calls stood out but also seen plenty happy to sell 55/60 strike calls at implied 58-63 call away level where I imagine a deal would fall

Precious Metals Op. Margins vs. EV/EBITDA

Hawk Earnings Grid 1/H of Week

$SGRY M&A news on the wire Hawk App shows the 1600 Jan. 17.5/25 call spreads bought in May as only open interest of note

Coming along nicely w/ some big updates...getting close!

$RNG big pop on results A/H, one of many cast away software names on wild runs Cheap name when wrote it in Aug

$RSP , S&P Equal Weight, is up 0.4% today and multi-week new high as the weakness is very contained Q4 rotation been the trade! When we hit Q4 each year, we position for 2027 comps vs. 2026, so selling the things that had huge 2026 years + the earnings season high hurdle effect