Options trader. My tweets are not investment advice.

Joined October 2010
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Amazing
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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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.
Readers added context they thought people might want to know
The image attached to this post is fabricated and does not appear in Anthropic's actual S-1 filing with the SEC, which lists standard business and AI risks but contains no such statement about the "core product may end humanity." sec.gov/Archives/edgar… anthropic.com/news/s1-sec
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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.
Readers added context they thought people might want to know
The image attached to this post is fabricated and does not appear in Anthropic's actual S-1 filing with the SEC, which lists standard business and AI risks but contains no such statement about the "core product may end humanity." sec.gov/Archives/edgar… anthropic.com/news/s1-sec
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Replying to @nicc511
Iran war escalation probably
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Replying to @bubdrz
Terrible
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