Options trader. My tweets are not investment advice.

Joined October 2010
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🤯
JUST IN: 🇧🇷🇺🇸 Brazil's Flávio Bolsonaro reportedly flees to the US after losing the presidential election to Lula da Silva.
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The largest math proof in human history is now computer-verified. Today, Axiom announces a complete Lean auto-formalization of the Classification of Finite Simple Groups, the "periodic table of symmetry." About 15,000 pages, built by over 100 mathematicians across generations.
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DYOptions retweeted
US OCT. CONSUMER CONFIDENCE 91.7; EST. 81.0
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IRAN'S NAVY SAYS 'OFFENDING' OIL TANKER CAUGHT FIRE AFTER HITTING MINES EAST OF THE STRAIT OF HORMUZ - STATE MEDIA
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DYOptions retweeted
DEUTSCHE BANK SEES POTENTIAL FINAL STOCK MARKET DIP OF 2026 Deutsche Bank's Jim Reid says the S&P 500 may be nearing its final dip of 2026, with historical seasonality favoring a year-end rally. In 21 of the last 23 midterm election years, stocks rose over the three months following early October. The key takeaway: Historical patterns suggest a bullish setup ahead of the November 3 midterms, although geopolitical and AI risks remain.
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“They hid all their expenses via convertible notes redeemable at IPO. $108 billion worth.” Looking forward to IPO for a great short.
This quoted post is unavailable.
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$SPCX 328 million new shares will also unlock on Oct. 24
$SPCX - Two full trading days after the company reports its third-quarter earnings, 1.3 billion new shares will become eligible for sale (which is tomorrow) - 328 million new shares will also unlock on Oct. 24 -Yahoo Finance
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Replying to @LiWardoggy
I’d go with energy names and some defensive ones mostly in consumer staples.
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"Our core product may end humanity" One of a kind product!
Unpopular opinion, but if your IPO filing says your product might end humanity, maybe you shouldn't be allowed to operate.
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Replying to @bugimane
🤝
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Replying to @LiWardoggy
No kidding lol
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Ok Anthropic’s $108B line isn’t a cash expense, it’s a GAAP charge. But the dilution is very real: $6.2B in original notes convert into 1.84B shares which is ~11% dilution on IPO day!! That could jump up to 20% dilution if Amazon goes for the full equity cap. Good luck to for IPO buyers. $ANT $AMZN
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Need a market cheering for small caps not for IPOs
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Replying to @bugimane
This company and its IPO are covered in red flags. Traders trade both ways.
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Replying to @dl_orangerie
Ok Anthropic’s $108B line isn’t a cash expense, it’s a GAAP charge. But the dilution is very real: $6.2B in original notes convert into 1.84B shares which is ~11% dilution on IPO day!! That could jump up to 20% dilution if Amazon goes for the full equity cap. Good luck to for IPO buyers. $ANT $AMZN
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Cheering for an Anthropic IPO today feels like cheering for $SPCX earnings last week. Probably just a one day rally IMHO.
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Revenue: $4.6 Billion Net Loss: $42 Billion IPO Valuation: $2 Trillion
🤝 Paid partnership
JUST IN: Anthropic reveals a staggering $42 BILLION net loss in 2025, compared to just $4.6 billion in revenue.
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"Our core product may end humanity" One of a kind product!
Unpopular opinion, but if your IPO filing says your product might end humanity, maybe you shouldn't be allowed to operate.
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Replying to @nicc511
Iran war escalation probably
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