Trade Runner @SchellCap
Milky Way Joined February 2022-
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Today, there's a new report that China eased InP substrate exports. Which is expected to relieve mass production bottlenecks in the photonics market (source: Digitimes) My optical positions are very happy to hear this: From $AXTI (substrates), $IQE (epiwafers) to $AAOI (lasers) / $LITE / $SIVE, and others. Taiwanese optical players like VPEC, Landmark, and others should go brrr as well. Just to recap: the photonics market, especially for laser companies is moreso "how much can you make" rather than how much demand is there. InP substrates was one of the main bottlenecks affecting upstream capacity. So if you're able to make more = more revenue.
How to invest in this market regime ⬇️ ⬇️ "Find a way to get long inflation sensitive assets." @jam_croissant @HariPKrishnan2 Listen to the full conversation here: 👉 ️Apple Podcasts: apple.co/4ur8ZfI 👉 ️Spotify: open.spotify.com/episode/33vqnA…
The administration admits 🇮🇱 dragged us into the 🇮🇷 war that’s already cost too many American lives and billions of dollars. Before it’s over, the price of gas, groceries, and virtually everything else is going to go up. The only winners in 🇺🇸 are defense company shareholders.
So he's flat out telling us that we're in a war with Iran because Israel forced our hand. This is basically the worst possible thing he could have said.
Let's give away some bonus bets! 🎉 50 lucky customers will win $100, and ONE will receive $1,000 in bonus bets 💰 To enter: 1️⃣ REPOST and FOLLOW @FDSportsbook 2️⃣ REPLY with #FanDuelReplay & a screenshot of your Replay! Contest ends on 1/6 Rules: linktr.ee/FanDuel
Every member of Congress who campaigned on reducing government spending and then immediately voted for the biggest debt increase in history should hang their head in shame! And they will lose their primary next year if it is the last thing I do on this Earth.
$QCOM put $160. Broke trade lines / trading group
$RKT Bear call spread 15.5/16 Heavy call options, vol crush, close tomorrow morning
$OXY selling earnings calls on my position, call to put ratio 3.2 to 1.0. Think it will wash with vol crush and hopefully go higher to end the year
Bull put spread $SHOP 77/80. Earnings play
Long $EWZ $27.67 - Brazil is neglected and benefits from dollar weakness. - 7% divided which allows to the generation of income to let the trade breathe
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