Nouveau smallz doing daily short puts (today actually wasn't much of a burn) will get blown out if this happens:
Back in July, during unclench week, it was a daily noontime call smashathon/neg d, which is what we've seen mon/tue
Who could have seen $NVDA about to tank? From the sub morning note last week:
minor uptick in vol as put smashers chase a few they sold around 10:30 lolz - cpi day is already 10 ATM but they will prob go shoot those down now
$SPCX lockups don't even make news anymore, another one tmw, and the day before the last one was a constant drip
This auction was so awesome! (last month 50bps less gmafb)
U.S. 10-YEAR TREASURY AUCTION DRAWS STRONG DEMAND
The Treasury sold $39 billion of 9-year 10-month notes at a 5.300% high yield, with a 2.77 bid-to-cover ratio.
Indirect bidders took a strong 80.34%, direct bidders 17.12%, while primary dealers were left with just 2.54% — signaling solid end-investor demand.





















