The Traders Spread retweeted
US rough rice futures sit above $16.00/cwt, the highest since July 2024.
The farm price hasn't followed.
Season-average farm price $15.20/cwt
Mid-South cash $14.75-$15.00
Crop 157.7M cwt vs 206.7M, stocks -31.5%
The smaller crop moved stocks, not use.
theindustryspread.com/rough-…
The Traders Spread retweeted
$SNDK reports Thursday against a $44-46 EPS guide.
Western Digital beat and guided higher. Shares still fell.
Close $1,238.03, after an 8.5% drop
Options price an 8-14% move
52-week range $146 to $2,354
A beat is no longer the bar.
financefeeds.com/sandisk-snd…
The Traders Spread retweeted
Cybercab was meant to reprice Tesla and Uber in opposite directions.
$TSLA never moved.
Sep 2 $357.01 -> Sep 15 $356.58, -0.12%
Uber $76.45 -> $71.43, -6.57%
~45 Cybercabs registered in Texas
One stock repriced. Not the one that launched.
financefeeds.com/tesla-vs-ub…
The Traders Spread retweeted
Mobile memory is up ~4x since Q4 2025. $AAPL raised the iPhone 18 Pro by $100.
That gap does not vanish. It lands on gross margin.
Sept quarter guided 47-48%
June reported 50.1%
India retail +21%, US +5%
Apple is funding the AI memory boom.
financefeeds.com/apple-100-i…
The Traders Spread retweeted
"Product is king, distribution is God."
XDC co-founder @atulkhekade on why crypto stalled: not the tech, the refusal to work with governments.
KYC at the validator node
10M $XDC to run one
More stake, no more say
@Ivan_patriki x @XDCNetwork:
financefeeds.com/product-is-…
The Traders Spread retweeted
Crypto scam losses aren't growing because more people fall for it.
$BTC victims are farmed by tooling, not volume.
Scam payments +253% y/y in 2025
Average payment $782 to $2,764
Phishing kits 688x more effective
Check the address before you send.
financefeeds.com/scam-detect…
The Traders Spread retweeted
$SPCX ripped 7.6% to $151 on an Oppenheimer raise.
Straight into a known supply event.
319M restricted shares unlock Sept 9
Third tranche in a schedule into December
Stock +29% over the past month
Every $1 move moves Musk's net worth $5.12B.
financefeeds.com/spacex-spcx…


