Matt Invests @_matt_invests_
The stock market is the only place things go on sale and everyone runs out of the store screaming. UK Joined February 2021-
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Ryder Cup might look like it's going to us Europeans right now, but it's proper Gamma risk territory here.
This kind of stuff from the $IONQ CEO should make you want to run a mile - talking absolute nonsense here.
This kind of stuff from the $IONQ CEO should make you want to run a mile - talking absolute nonsense here.
It's not how many positives your flow finder get gets, or about how many positives you post about - it's about the false positives. Saying you saw unusual flow for $QURE or whatever else is irrelevant if it's hidden between 20 false positives.
Back mainly in cash & gold. Collars for any trades from here.
Nvidia to invest $100bn in Nvidia
Immediate moves, post FOMC but pre-presser: Small Caps Up GDX marginally up Healthcare marginally up Metals flat Indices marginally down Yields marginally down Dollar marginally weaker Oil Down VIX Down Tech Down
Is the Fed is moving toward Yield Curve Control (a “third mandate”) - here is what to look for: Politics: White House/Congress talk of “unsustainable borrowing costs” or “keeping mortgages affordable.” Fed signals: Minutes/speeches about “ensuring orderly conditions” or…
You really really need to make sure you’re not following guys like this. They will hold your hand all the way to bag-holding for 10+ years. Absolutely zero recognition that capex spending is orders of magnitude ahead of converting it to revenue. When challenged, he responds by…
You really really need to make sure you’re not following guys like this. They will hold your hand all the way to bag-holding for 10+ years. Absolutely zero recognition that capex spending is orders of magnitude ahead of converting it to revenue. When challenged, he responds by…
Revise Biden's numbers down for 2024 so you can inflate Trump's numbers up for 2025. So incredibly tedious.
Revise Biden's numbers down for 2024 so you can inflate Trump's numbers up for 2025. So incredibly tedious.
Saw this graph earlier used to suggest there isn't an AI bubble - that increasing margins suggest we've some way to go before being overvalued. My counterpoint would be that it charts the export of low-margin industries like manufacturing from the US and the rise of high-margin…
I saw an options seller here on fintwit claiming 4% per month - that's >60% compounded annually. I enjoy selling options with the rest of 'em but on this list here there's only one person that can beat 60% over distance and it's Jim Simmons. Over the long term selling options…
I saw an options seller here on fintwit claiming 4% per month - that's >60% compounded annually. I enjoy selling options with the rest of 'em but on this list here there's only one person that can beat 60% over distance and it's Jim Simmons. Over the long term selling options…
Look I'm no fan of Trump but if the US has to refund the $8tn in tariffs the White House claims they've received then the US will no doubt be in a fair chunk of trouble.
Look I'm no fan of Trump but if the US has to refund the $8tn in tariffs the White House claims they've received then the US will no doubt be in a fair chunk of trouble.
Gold resolves this wedge before October 1st. Action is tightening, volume is dropping. Most likely resolves upwards, but not impossible to come back down.
When your company vision is greater than the compensation, this is what you get. Half of Nvidia employees could retire tomorrow and never think again about their money situation, but they're still at Nvidia because of the vision the company & Jensen have cast, and the product…
When your company vision is greater than the compensation, this is what you get. Half of Nvidia employees could retire tomorrow and never think again about their money situation, but they're still at Nvidia because of the vision the company & Jensen have cast, and the product…
Galaxy Digital puts in a worldie of a revenue miss and is only down 1.5% - amazing.
This is the greatest argument I’ve heard for why electric vehicles are better than gasoline-powered cars.

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