Options trader. My tweets are not investment advice.

Joined October 2010
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DYOptions retweeted
FinancialJuice
@financialjuice1m
🔴 Microsoft to offer buyouts to 60,000 workers in latest cost cut. $MSFT
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BREAKING: AI cybersecurity startup founded by ex-DOGE staffers breaches Anthropic's internal systems in under 12 hours using AI agents, accessing sensitive employee data & Slack messages.
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DYOptions retweeted
*Walter Bloomberg
@DeItaone2h
$ANT - ANTHROPIC IPO FILING SHOWS 1ST-HALF REVENUE $16.29 BILLION, NET LOSS $80.7 MILLION
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DYOptions retweeted
*Walter Bloomberg
@DeItaone2h
$ANT - ANTHROPIC IPO COULD TARGET $2 TRILLION VALUATION Anthropic has publicly filed for its IPO, with trading potentially beginning before Thanksgiving. Market speculation points to a massive $100B offering at a $2T valuation, although the company has not disclosed its fundraising target. That would surpass SpaceX's record $86B IPO, making Anthropic's listing a historic test of investor appetite for AI.
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DYOptions retweeted
*Walter Bloomberg
@DeItaone2h
*ANTHROPIC TO SPEND UP TO $120.5B ON SPACEXAI NVIDIA COMPUTE
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DYOptions retweeted
*Walter Bloomberg
@DeItaone2h
ISRAEL DENIES PLANS TO ESCALATE IRAN CONFLICT BEFORE ELECTIONS Netanyahu's office rejected reports of a potential military escalation against Iran ahead of Israel's elections. Defense Minister Israel Katz denied any intention to initiate an attack but warned Israel would respond to further Iranian strikes. Meanwhile, Qatar, Saudi Arabia, Pakistan and Turkey are pursuing diplomatic efforts to prevent renewed fighting.
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*Walter Bloomberg
@DeItaone2h
$ANT - ANTHROPIC: MAY BE REQUIRED TO SEEK ADDITIONAL FINANCING SOONER THAN WE CURRENTLY ANTICIPATE
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$SPCX 328 million new shares will also unlock on Oct. 24
$SPCX - Two full trading days after the company reports its third-quarter earnings, 1.3 billion new shares will become eligible for sale (which is tomorrow) - 328 million new shares will also unlock on Oct. 24 -Yahoo Finance
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DYOptions retweeted
That’s a stark warning. Hyperscalers need to reign in CapEx, especially with cash flows turning negative. The fact of the matter is, they haven’t indicated whether they expect stronger revenue growth ahead or if there's another driver or reason. All eyes are on CapEx and top line guidance this week. Meta raising CapEx guidance without providing clear revenue visibility was a massive warning signal for the market already.
🚨 TWO MAJOR RESEARCH FIRMS ARE WARNING ABOUT A POTENTIAL MULTI TRILLION DOLLAR AI DISASTER. TS Lombard and Gartner have released some shocking estimates about what could happen if the AI spending boom collapses. According to TS Lombard's Dario Perkins, a sharp collapse in AI spending could trigger: • S&P 500 crashing 30%. • Tech stocks plunging 40%. • $125–190 BILLION in credit losses. • Around 800,000 jobs lost. • More than $20 TRILLION in stock market value wiped out. And now Gartner has issued an even more disturbing warning about the money being poured into AI infrastructure. According to Gartner: • AI companies are expected to spend nearly $1 TRILLION on infrastructure in 2026 alone. • Another $6 TRILLION could be spent between 2027 and 2030. • AI data center owners would need to generate $8.5 TRILLION in revenue through 2030 to cover spending, financing costs and earn a 12% return. • But Gartner expects no more than $3.6 TRILLION in AI revenue attributable to data centers during that period. That's a nearly $5 TRILLION gap between the revenue needed to justify the investments and the revenue Gartner expects. And the situation gets even worse. Gartner warns that more than $3.5 TRILLION in AI infrastructure spending could be exposed to impairment by 2030. By 2032, more than $4 TRILLION in asset value could be at risk of write-downs. It also predicts that over 80% of neocloud providers could cease operating independently by 2030. The biggest problem is that these companies are spending enormous amounts of money on GPUs and data centers that could become outdated before they generate enough revenue to recover their costs. And the stock market is heavily exposed. The Magnificent 7 alone account for roughly 35% of the S&P 500's market value. All seven have significant exposure to AI through their businesses, investments or infrastructure spending. If AI companies start cutting spending, chipmakers, cloud providers and data center operators could all take a massive hit. With AI-related debt potentially reaching $2.9 TRILLION by 2027, the damage could spread to banks and other lenders as well. This is no longer just about whether AI companies are overvalued. The bigger risk is that trillions of dollars are being invested in infrastructure that may never generate enough profit to justify its cost. And if the AI spending boom suddenly reverses, the damage could spread far beyond technology stocks. A $20 trillion market crash is a scenario, not a certainty, but the amount of money at risk is becoming impossible to ignore.
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Another type of compute glut
🔥 엔비디아 RTX 그래픽카드 쓰시는 모든 분들 꼭 보세요!!!!! 🔥 해외에서는 진짜 난리인데... 국내에서는 아직 잘 안퍼진 것 같아 공유드립니다!!! --> 며칠전.. 엔비디아가 RTX에 걸어둔 "AI 연산 제한"을... 최근에 공개된 오픈소스가 그냥 풀어버렸습니다. 이름 GPU-Unlock인데... 새 글카 안 사고, 오버클럭도 안 하고, 제한만 풀었더니.. 아래와 같이 성능 향상이 되었습니다. RTX 3060 --> +78~99% RTX 3070 --> +72~81% RTX 3080 --> +68~73% RTX 3090 Ti --> BF16 +80% RTX 4070 Ti --> +83~84% RTX 4090 --> 특정 Tensor 거의 2배 RTX 2080 Ti도 --> +36~64% --> RTX 3000대만의 이야기가 아닙니다. 20 / 30 / 40 시리즈까지, 데스크탑이랑 노트북 쪽 실측도 지금까지 계속 실시간으로 쌓이고 있습니다. ⭐️ AI 이미지 생성이나 로컬 LLM 돌리는 분들은 특히 체감될 수 있을 겁니다!! ⭐️ 진짜 왜 이게 미친듯이 난리냐면... 내 집에 있는 RTX 글카 안에 "쓸 수 있는데 잠겨 있던" AI 성능이 있었기 때문입니다. 왜 엔비디아가 이렇게 했냐고 지금 의심이 가장 많이 되고 있는 쪽은.. --> 지포스랑 비싼 전문가용 GPU를 등급으로 나누려고 FP16/BF16 쪽을 일부러 깎아둔 거라는 쪽입니다. (아직 엔비디아가 공식적으로 인정한 건 아님) 이미 산 옛날 RTX 글카에 이만큼 성능을 엔비디아가 막아두고 있었다는 사실 자체가 너무너무 충격입니다... 오픈소스 깃허브: github.com/Zagitta/gpu-unloc… 40 시리즈 확장 깃허브: github.com/JustAResearcher/g…
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DYOptions retweeted
Nice recap 😂
Very weird Sunday US pentagon 90 day resource stockpile, Brazil stolen election, UK power grid down, king tides in FL, full moon, Netanyahu tweeting out a nuclear bomb picture and Elon saying neoclouds to zero
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DYOptions retweeted
Is this normal
🚨🇬🇧 BREAKING: Over 271,000 homes in the United Kingdom are out of power right now What is causing these massive blackouts?
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DYOptions retweeted
Most investors haven't yet realized that cheap money is gone and that doesn't bode well for capital intensive stocks
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DYOptions retweeted
Dug out my Walkman for my 90 day prep list. Didn’t realize this thing was worth $100. Holy
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DYOptions retweeted
DeepSeek is making AI inference ridiculously cheap. Lower inference costs leads to less compute required per task which means fewer GPUs needed to serve the same demand. If AI demand doesn’t grow fast enough to offset these efficiency gains it will lead to compute glut.
Replying to @data168
what are you implying? 🧐
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DYOptions retweeted
For options traders this means sticking to options that are at least 90 days out.
Fox News Politics
@foxnewspoliticsOct 25
FORTRESS: The Pentagon is preparing every major U.S. military base to survive 90 days without outside support — no civilian power grid, no global supply chains, no outside fuel or water. The initiative, revealed in documents reviewed by Fox News Digital, envisions portable nuclear reactors, massive battery storage, and microgrids that can disconnect installations from civilian electricity entirely. Strategic reserves of munitions, fuel, critical minerals, and medical supplies would be stockpiled based on wartime consumption rates. Civilian factories are being pre-identified to shift to defense production during a crisis. Pentagon chief spokesperson Sean Parnell put it bluntly: "Power is combat now. Without electricity, you lose communications, water, logistics, assembly lines and just basic military command structures." Full story here foxnews.com/politics/inside-…
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Nice recap 😂
Very weird Sunday US pentagon 90 day resource stockpile, Brazil stolen election, UK power grid down, king tides in FL, full moon, Netanyahu tweeting out a nuclear bomb picture and Elon saying neoclouds to zero
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Replying to @woofystocks
Very likely
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