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Joined October 2016
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-…
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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…
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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…
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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…
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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-…
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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…
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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…
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