Panic selling always creates opportunities ahead. Cashed out almost half of my positions yesterday, should have added some puts but it'd alright
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Slow motion video and picture from Palm Beach Leer Jet 60 Crash today. Clearly shows aircraft.
Source of dash cam footage unknown. #crash
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Considering the drop in the markets Thursday and Friday, I was up on Thursday and only down a little on Friday. One has to play defense when the ball changes hands.
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Per my Grok-BOT, great tool !
Gains from closed and rolled options this week
- $VKTX +$996
- $U +$459
- $SOFI +$446
- $CCL +$207
- $O +$177
- $DOW $614
- $NVDA $1,195
You also collected about $7,850 in new premium this week. Most of that is still tied up in open short calls, so it will count as gains as those expire or get called.
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$RCL Added on that massive drop and this is paying nicely, up over $43,500. Plan now to LOCK in some additional gains and reduce cost basis even further by selling Oct or Nov ATM calls making this a very profitable diagonal spread.
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Trooper retweeted
1) The rogue OpenAI agents broke into the Hugging Face Slack to read employee chats (!)
2) They used OTHER AIs (DeepSeek, Kimi, Qwen, Claude) to help with the attack
Yes: AIs, using other AIs, to attack an AI company.
3) The swarm left behind self-running programs to keep control of the servers they'd hacked.
These programs could detect other copies of themselves, coordinate on which one survives, and shut the rest down.
Basically, if one of their programs was killed, another was designed to notice and take its place. They also designed defenses so rival agents couldn't hijack them.
6) The agents deliberately covered up their activity, so the investigators don't know the scope of the attacks.
The agents broke in, stole data, then set it to self-destruct.
7) The agents stole passwords, keys and credentials and literally called them "LOOT". They wrote a scoring system to rank them by how much power each one gave.
8) The agents wore thousands of disguises: ~1,200 agents were involved, but investigators counted 7,905 different names they used.
They renamed themselves constantly, so no one actually knows how many there really were or what each agent did.
9) OpenAI notified "dozens of third parties" of safety and security incidents caused by their AI agents.
10) "While the agents were barraging Hugging Face with hacks, they hacked into OpenAI’s own research infrastructure."
"This is just not anywhere near a one-off ... It is warning shot after warning shot."
WTAF - in literally the last hour, three new distinct insane OpenAI stories just broke:
1. OpenAI said they notified "dozens of third parties" in safety and security incidents (likely similar to what happened in Australia and RubyGems etc)
2. A new report from Parse (covered in the NYT) found a massive treasure trove of new astonishing details from the HF incident on the public internet, including that the agents communicated with other non OpenAI agents hosted on Huggingface servers to search for information about exploit gym, and compiled rank ordered lists of server resources and credentials they described as "LOOT."
3. A new story from Deepa at Reuters about OpenAI leaking user data online (likely that OpenAI had previously trained on).
It's a shame (and likely intentional in the case of OpenAI disclosing dozens more hacks) that these stories are all breaking on a Friday afternoon, notoriously the best time to release bad news so that it will disappear into the weekend. But these are each insane stories worthy of a ton of attention!
$VKTX $200M offering at $35-38 share. 💥 That news could not have come at a better time. Sold some ITM Friday $35 CCs because this always pulls back. Like clock work.
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FOMC decision is Wednesday, September 16 at 2:00 p.m. ET. Futures have been pricing an 85–90%+ chance of a 25 bp hike from 3.50–3.75% to 3.75–4.00% after hotter inflation prints, high oil, and Chair Warsh’s inflation-first tone. That is a sharp repricing from a week or two ago, when a hold was still the consensus among many economists.
“Sell the rumor, buy the news” is the cleanest way to describe what often happens when an event is this well telegraphed:
- Yields, the dollar, and rate-sensitive names already absorbed a lot of the hawkish shift last week.
- Equities have been choppy into the meeting rather than in free fall, which is consistent with positioning that already assumes the hike.
- Once the statement and press conference land, the market stops trading the *probability* of a hike and starts trading the *path*: one-and-done vs. a multi-hike cycle, how the dots look, and whether Warsh sounds like he is done for now.
A 25 bp hike that is fully expected, paired with language that does not lock in another move immediately, can easily produce a relief bounce. That is the “buy the news” side. Q4 seasonality and the fact that markets often look through a shallow tightening cycle also support the idea that a drag does not have to persist if growth and earnings hold. Some commentary this week has even floated the unusual case of stocks rallying *on* the hike itself if the event removes uncertainty.
The risk that breaks that script is not the 25 bp itself. It is:
- A hawkish SEP/dot plot that prices more 2026 hikes than markets want
- Warsh emphasizing that inflation is still a choice and that more tightening is live
- Oil staying elevated and keeping inflation sticky, so the market has to reprice a longer cycle after the event rather than before it
In that case you get “buy the rumor, sell the news” or a grind lower instead of a clean Q4 handoff.
Net: the user’s preference for seeing the hike in the rearview and then heading higher into Q4 is the more common historical pattern when the move is already priced and the committee does not surprise with a more aggressive path. It is not guaranteed. The statement and dots matter more than the 25 bp. Until 2:00 p.m. Wednesday, the tape is still trading the rumor. After that, it trades whether the news was worse than the rumor.
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I didn't realize air rate sirens cured death
Flyglarm ljuder i Gaza och alla bärarna tar skydd och även den döde på båren flyr, för han vill ju inte dö på riktigt.
Readers added context they thought people might want to know
This video is from Jordan in March 2020, not Gaza. Young men staged a fake funeral to evade Covid lockdown rules. When a police siren sounded, they dropped the stretcher and ran — including the person pretending to be dead.
x.com/thirionremi/st…
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$QCOM Boom
Qualcomm stock was surging on Tuesday after the chip maker said it would partner with Amazon to build data-center infrastructure, including chips and optical networking products.
Shares of Qualcomm jumped 8.3% to $182.82 ahead of the opening bell. Amazon stock was 0.7% lower.
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Totally 1000% agree.
How do you define being wealthy?
In my opinion-Wealthy is one having freedom over your time. true wealth goes beyond a bank balance.
Wealthy is when time is on your side.
You can always make more money, but you can’t bring back lost time.
True wealth is waking up in the morning and not having to work for anyone. It’s not having to check a schedule or worry about asking for days off. It’s having the freedom to plan your day exactly how you want, take a vacation whenever you choose, and spend your time doing what matters most to you.
Money can buy comfort, but having control over your time is the real luxury.
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$RCL Damn near perfect bounce off the 250. Took a hit over higher fuel costs, they've hedged, earnings were better than expected. I have shares/options
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