Savage
Replying to @finkd
To lead this effort, I'm excited that Chirantan "CJ" Desai will join Meta as Chief Enterprise Platform Officer, reporting directly to me. CJ is an experienced enterprise leader with a track record of building full-stack software and delivering results in AI, infrastructure, business applications, and security. He has an extensive industry network that we look forward to partnering with. CJ joins us from MongoDB, where he was CEO and President. Before that he led product and engineering at Cloudflare and spent nearly eight years at ServiceNow, including as President and COO.
Naive gamma exposure is not net market maker exposure. Neither is a price or path prediction tool. Throwing away data is not the solution; understanding the data is the only way to properly use it. CBOE has published a lot on this topic. It’s worth reading
YUP YUP YUP!!
That is why Option-Teller.io does not use
•GEX
•OPEN/CLOSED
•MID-POINT OPRA
“Most option scanning tools that claim to label customer positioning are actually using a shortcut called GEX, which assumes all puts are bought by customers and all calls are sold. This is not a safe bet to assume, and is empirically flawed logic, but many (repeat MANY) “unusual option activity” sites rely on these short-cuts.”
optionteller.substack.com/p/…
Diesel eh
BREAKING: Exxon Mobil has shut down one of the largest diesel refineries in the Midwest, which produces ~11 million gallons of gasoline and diesel fuel per day, due to outage issues.
This comes as diesel prices have already surged nearly 90% this year and the US has entered peak diesel demand season.
We expect to see diesel prices push toward $7.00/gallon.
Credit to $AAPL for being early in setting limits on pace of AI development
September is the 12th best month of the year for returns. Goes back to 1928. The catalyst changes but the pattern is pretty clear.
Harvey 🇺🇸 retweeted
What a week. Too many wins to post, here’s just a few callouts from yesterday and today to highlight an incredible week of great teamwork:
🔥CBRS 195C 1.45 to 19! 1300% hy6
🔥MU Calls 600% Dersh
🔥BE calls 500-800% -miracle hy6
🔥HOOD 920% -John
🔥CRCL calls 400%+ -bin
Not bad 🎯
Calling possible pin levels at 12:23pm when SPXwas 30pts higher.. impressive @alphasubrosa $spy













