Floor trader → ran derivatives desks → 25+ yrs in options. LTCM, Dotcom, 08, Flash Crash, Volmageddon...
Earth → SPX 0DTE
Joined March 2026
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Gamma Lab Girl 🧪 retweeted
I'm hiring for a fast-growing AI company (Series A) in SF and NYC that's expanding across engineering, business, and customer-facing technical roles, with compensation ranging from $150K–$500K.
The company is building AI infrastructure that helps businesses deploy and scale intelligent AI agents.
Its platform connects across 450+ AI models, giving companies the flexibility to build, integrate, and run AI agents that can execute real-world business tasks.
The team is looking for high-agency people who want to take ownership, move quickly, and help build and scale an ambitious AI company.
These opportunities are ideal for people excited about working at the intersection of AI, enterprise software, and innovation.
Open roles:
• Head of Engineering
• Member of Technical Staff
• Forward Deployed Engineer
• GTM / Sales Generalist
• Growth / Marketing
If you're an engineering leader, software engineer, forward deployed engineer, GTM operator, seller, or growth marketer interested in your next opportunity, I'd love to connect!
Gamma Lab Girl 🧪 retweeted
to all the pods that were laid off this week - Databento is hiring people with your skill set
build a real product alongside ex-Citadel, Two Sigma, Tower Research, Flow Traders, SIG, and other peers
trade quarterly PnL pressure for a rocketship with recurring revenue
for once you’ll get to talk about what you do for a living
for once you’ll get to work remote
for once you’ll be able to easily explain the difference you’re making in the world
Gamma Lab Girl 🧪 retweeted
After Hartnett said to long hyperscaler debt because equity issuance means that the market is respecting credit market, you get Rick Reider today saying he has got into corpo debt for the first time in a while, citing Hyperscalers specifically. Which means that a beautiful work around hedge to the crowded CDS trade is to actually be the payer on a TRS, constructing a synthetic bond short. CDS can have onerous conditions but setting up a synthetic short can pay straight cash here. I mean you’ll be paying at first but if markets turn then you’ll be getting STRAIGHT CASH. So the demand is there from the credit side, Reider, Howard Marks de facto due to his recent bullish comments, the demand for credit is going to be there and so big boy HFs in trouble from AI cracking have an opportunity to provide these credit funds with a TRS opportunity, as the demand for hyperscaler debt is growing here after selling off so hard. I think this is a clever hedge here for the big boys as they try to minimize pain from legacy AI longs. Idk if I’m out of my element on this one but I love vibe tweeting
Gamma Lab Girl 🧪 retweeted
Happy 58th birthday to Sam Rockwell!
One of the most unpredictable and endlessly entertaining actors working today. 🎂
Gamma Lab Girl 🧪 retweeted
If you get a massive surprise medical bill from a US hospital:
ABSOLUTELY AVOID THESE
- Paying it immediately out of panic.
- Setting up a payment plan (this legally admits you owe the full amount).
- Calling the billing department to argue on the phone.
- Believing "insurance denied it" means you have to pay.
IF YOU WANT TO SLASH THAT BILL FROM NOW ON ↓
Gamma Lab Girl 🧪 retweeted
Today may not have been "the" low, but I do think we are in its vicinity
I think a low could be formed within the next few trading days. Hedge funds are likely done derisking, CTAs advanced, leaves retail and vol control and at some point they will be done too
From that point on, there will be one high beta group that rallies absurdly for the following months. I had put forward power shells in an earlier tweet. AI Biotech or cybersecurity also come to mind. Please share others that could fit the bill in comments
Gamma Lab Girl 🧪 retweeted
Seems like those 60,000 $VIX Feb $22 calls that bought recently are selling into this spike.. avg price 3.10
Pretty large buyer today for 60,000 $VIX Feb 2027 $22 calls at $17M total but likely just vol hedges into year end
Also buyers of 1500 $TQQQ March 2027 $77 calls for $1.1M and 2000 $QQQ Dec $756 calls bought
Makes sense to buy cheap Tech calls into year end with that call skew less in demand now while also can hedge vol risk with VIX calls if you were a large fund wanting convexity
Gamma Lab Girl 🧪 retweeted
Two funds Millennium is pulling $1.5 BILLION from are Troluce Capital and Axebook Capital (Source: Bloomberg). These were a couple days ago. Can't mention the other firms yet as not public.
Gamma Lab Girl 🧪 retweeted
Comprehensive list of hedge funds blowing up this week, getting large redemptions, or shutting down PMs:
- Axebrook
- Walleye
- Engineers Gate
- Lone Pine
- Millennium internal pods
- Verition pods
- Samlyn
Letter from Walleye closing internal funds below
Gamma Lab Girl 🧪 retweeted
JUST IN: Leopold Aschenbrenners Fund (Situational Awareness) has reportedly officially blown up…
These are the current (now liquidated) holdings:
- $MU bought at $1,153, now $703, (-39%)
- $CORZ bought at $25.6, now $11.1, (-56%)
- $SNDK bought at $2,268, now $874, (-61%)
- $NBIS bought at $273, now $121, (-55%)
- $CRWV bought at $99, now $42, (-57%)
- $BE bought at $301, now $165, (-45%)
Use him as a lesson why you NEVER over-leverage into high risk positions.
That concludes an end of an era…
Gamma Lab Girl 🧪 retweeted
The levered ETF complex would sell an est. $42B into the close
Semis index: −$19.1B (SOXL −$10.6B, SOXS −$8.0B)
Nasdaq-100: −$13.2B (TQQQ −$10.5B)
S&P 500: −$3.7B
Single-stock semis: −$2.4B
Tech: −$2.1B
Other single-stock: −$1.9B
Today SOXX is -10.6%, NDX is -5.3%, SPX is -3.4% NVDA's share ~$4.4B, ~20% of its 20-day ADV.
Gamma Lab Girl 🧪 retweeted
Off topic:
Looking to follow 60 small or mid sized Fintwit accounts I am not following yet.
Tag yourself or your recommendation here.
Go.
Gamma Lab Girl 🧪 retweeted
After-hours movers:
$APP +19%: Q4 guide above Street
$COHR +8%: data center & comms sales +79%
$JOBY +7%: Air Force deals expanded
$BROS -19%: EBITDA guide cut as capex rises
$FSLY -17%: revenue chief to retire in 2027
$CAVA -11%: Cyclospora outbreak cut same-store sales
$SNAP -9%: 30M paid subs, but ad growth anemic
$HUBS -8%: Q4 revenue guide flat with Q3
$FIG -7%: AI push weighing on margins
