Options trader analyst at @twinsight_x Trade Log https://teapaw.org/t.co/mqnVneWJd9
Ireland
Joined September 2012
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📊 𝟮𝟬𝟮𝟲 𝗬𝗧𝗗 | Every alert logged live
✅ 334 options trades
🎯 84.7% win rate (283W / 51L)
💰 +60.8% avg realized exit
Level → Thesis → Risk → Exit
Missing one = no trade.
Full month-by-month record 👇
tradewithinsight.com/perform…
tradewithinsight.com/perform…
sarang retweeted
Oct 28 Trade Recap 🔥
@TradewithTC
$META 620P 3.20 -> 6.50 (+103%) 🔥
$NVDA 220C 1.84 -> 2.10 (+14%)
@spacemnke
$ORCL 140C 3.00 -> 6.00 (+100%) 🔥
$ORCL 150C 1.45 -> 2.70 (+86%)
$SPX 7700P 1.95 -> 2.80 (+44%)
$HOOD 95C 1.28 -> 1.47 (+15%)
$SPX 7700P breakeven
@bdortstrading
$QQQ 727C 1.51 -> 2.20 (+46%)
$QQQ 728C roll failed
@tradersarangc
$STX 750C 1.73 -> 2.40 (+39%)
$SKHY 160C 3.86 -> 4.75 (+23%)
$GLW 130C 3.08 -> 3.70 (+20%)
$HOOD 88P 1.00 -> 1.17 (+17%)
$MRNA 220C 6.33 -> 6.85 (+8%)
$BA 165P stopped
$MSFT near its high, $GOOGL −27% from its own. Both spend 40%+ of revenue on AI capex. Why the gap?
• Free cash flow: MSFT +$18.6B, GOOGL −$9.1B
• EPS: MSFT beat, GOOGL missed (mostly a paper loss on investments)
• GOOGL raised money and paused buybacks to fund the build
The market isn't punishing the spend. It's punishing spend that outruns cash.
Watch: GOOGL Cloud +103% with a growing $514B backlog vs MSFT's flat $677B. If that holds, the gap may not.
$GOOGL — is Berkshire in the red?
At $294.00 (after hours Oct 28), our est. of Berkshire's ~106M shares:
• Q3 2025 first buy: ~$210 est. → +40%
• Q1 2026 add: ~$310 est. → -5%
• Jun 2026 placement: ~$352 → -16%
• Rest of Q2 2026: ~$360 est. → -18%
Blended cost ~$314 → about −6% (−$2.1B).
Break-even needs ~+7%.
Estimates from quarterly filings. Not advice.
$SPX implied move this week: ±106 pts (±1.38%)
Range 7,571 - 7,782 into Friday, from 7,677
By day:
Tue ±38 (0.50%) Durables, consumer confidence
Wed ±54 (0.71%) Fed decision 2pm ET
Thu ±59 (0.77%) Core PCE, GDP + MSFT META GOOGL
Fri ±57 (0.74%) AAPL AMZN reaction, XOM CVX
Heaviest stretch: Wed 2pm ET through Thursday's open.
$MSFT $META $GOOGL $AAPL $AMZN
$SPY $QQQ $IWM
sarang retweeted
Oct 26 Trade Recap 🔥
@TradewithTC
$MU 920C 2.00 -> 3.50 (+75%)
$META 620P 3.20 -> 5.00 (+56%)
@tradersarangc
$LMT 625C 5.40 -> 8.95 (+66%)
$MRNA 170P 3.40 -> 4.75 (+40%)
$BE 210C 4.83 -> 5.90 (+22%)
$MRNA 180P 3.50 -> 3.80 (+9%)
$CRCL 78P breakeven
@mataetrades
$TSLA 400C 4.65 -> 6.10 (+31%)
$MRNA 175P stopped
$SPCX
signs a binding $40B GPU lease financing deal with Apollo Apollo buys the GPU clusters and leases them to SpaceX, with about $40B in scheduled principal. Leases start on delivery in H1 2027, and closing is expected before end-2026. The deal funds AI compute capex rather than adding revenue, and it adds lease liabilities on top of roughly $40B of existing debt. Read-through:
$NVDA
bullish: Lease funds SpaceX's planned Nvidia GPU purchase, about $40B of chips
$APO
bullish: Apollo deploys about $40B into secured, yield-bearing GPU leases
