Harvey 🇺🇸 @AlphaSubRosa
I trade options and express opinions. Joined April 2019-
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Credit to $AAPL for being early in setting limits on pace of AI development
@BluthCapital There’s always money in the banana stand
September is the 12th best month of the year for returns. Goes back to 1928. The catalyst changes but the pattern is pretty clear.
What a week. Too many wins to post, here’s just a few callouts from yesterday and today to highlight an incredible week of great teamwork: 🔥CBRS 195C 1.45 to 19! 1300% hy6 🔥MU Calls 600% Dersh 🔥BE calls 500-800% -miracle hy6 🔥HOOD 920% -John 🔥CRCL calls 400%+ -bin
@Yam_Trades medieval_wizard_lucky_guess_generator_v2.exe
Not bad 🎯
Calling possible pin levels at 12:23pm when SPXwas 30pts higher.. impressive @alphasubrosa $spy
The narrow path to 7557. So narrow but there
Ask them again when they switch from using Copilot
89% of leaders say AI has not improved their company's labor productivity, despite widespread adoption, per Gallup.
👀
Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.
Buy the bubble | Buy the dip
Monetary policy was ultra accommodative, rates pinned at zero, massive ongoing QE, while fiscal policy delivered the largest explicit stimulus package in modern history - that was your hedge. So much liquidity suppressing volatility puts could only bleed.
@CrowdWisdomAlgo You’ve got it. The vol expands with the breach of the short calls sold for yield getting run over requiring cover and roll higher. This becomes a chase as other participants rush in. Modern market mechanics
The S&P 500 hits a new record because ivol is up as stocks are up. Let’s break it down 👇🏻
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