Options trader. My tweets are not investment advice.

Joined October 2010
DYOptions retweeted
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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DYOptions retweeted
In my humble opinion India’s decision to stop importing silver is what contributed in large part to the downward price action. Now that their back importing this bodes well for future price.
🚨BREAKING HUGE: INDIA AUTHORIZES IMPORTS OF UP TO 209 MILLION OUNCES OF SILVER OVER THE NEXT 6 MONTHS⚠️ 👀 🇮🇳While silver prices endure a BRUTAL BEATDOWN, Indian authorities just quietly authorized imports of 6,500 metric tons of silver over the next 6 months- a full 1/4 of GLOBAL silver production‼️ 🏦The bullion banks just collectively shuddered...
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DoorDash in Advanced Talks to Buy Instacart, Sources Say DoorDash Deal for Instacart Could Be Finalized as Soon as This Week, Sources Say
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JUST IN: Gadi Eisenkot, Israeli opposition candidate with huge chance of wining the elections says Iran didn’t have nuclear weapons “Netanyahu is delusional, he knew Iran did not have nuclear weapons”
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DYOptions retweeted
The most evil thing about this s-1 is how much accounting wizardry they did to trick retail. They have $250B in spending commitments off the balance sheet and all their revenue is from api spend that can go away overnight with comparable competitors at 1/33rd the price
okay so Anthropic S-1: - Revenue up 1,300% YOY in 1H 2026 - GAAP operating profitable - 85% gross margin - 900% revenue retention - 80% of revenue coming from models released in the last 6 months we are so back!
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SAUDI ARABIA REPORTEDLY OFFERS HOUTHIS $1 BLN IN IRAN-BROKERED DEAL TO HALT ATTACKS – ISRAEL HAYOM
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🔴 Microsoft to offer buyouts to 60,000 workers in latest cost cut. $MSFT
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BREAKING: AI cybersecurity startup founded by ex-DOGE staffers breaches Anthropic's internal systems in under 12 hours using AI agents, accessing sensitive employee data & Slack messages.
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DYOptions retweeted
$ANT - ANTHROPIC IPO FILING SHOWS 1ST-HALF REVENUE $16.29 BILLION, NET LOSS $80.7 MILLION
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DYOptions retweeted
$ANT - ANTHROPIC IPO COULD TARGET $2 TRILLION VALUATION Anthropic has publicly filed for its IPO, with trading potentially beginning before Thanksgiving. Market speculation points to a massive $100B offering at a $2T valuation, although the company has not disclosed its fundraising target. That would surpass SpaceX's record $86B IPO, making Anthropic's listing a historic test of investor appetite for AI.
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*ANTHROPIC TO SPEND UP TO $120.5B ON SPACEXAI NVIDIA COMPUTE
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ISRAEL DENIES PLANS TO ESCALATE IRAN CONFLICT BEFORE ELECTIONS Netanyahu's office rejected reports of a potential military escalation against Iran ahead of Israel's elections. Defense Minister Israel Katz denied any intention to initiate an attack but warned Israel would respond to further Iranian strikes. Meanwhile, Qatar, Saudi Arabia, Pakistan and Turkey are pursuing diplomatic efforts to prevent renewed fighting.
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DYOptions retweeted
$ANT - ANTHROPIC: MAY BE REQUIRED TO SEEK ADDITIONAL FINANCING SOONER THAN WE CURRENTLY ANTICIPATE
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DYOptions retweeted
That’s a stark warning. Hyperscalers need to reign in CapEx, especially with cash flows turning negative. The fact of the matter is, they haven’t indicated whether they expect stronger revenue growth ahead or if there's another driver or reason. All eyes are on CapEx and top line guidance this week. Meta raising CapEx guidance without providing clear revenue visibility was a massive warning signal for the market already.
🚨 TWO MAJOR RESEARCH FIRMS ARE WARNING ABOUT A POTENTIAL MULTI TRILLION DOLLAR AI DISASTER. TS Lombard and Gartner have released some shocking estimates about what could happen if the AI spending boom collapses. According to TS Lombard's Dario Perkins, a sharp collapse in AI spending could trigger: • S&P 500 crashing 30%. • Tech stocks plunging 40%. • $125–190 BILLION in credit losses. • Around 800,000 jobs lost. • More than $20 TRILLION in stock market value wiped out. And now Gartner has issued an even more disturbing warning about the money being poured into AI infrastructure. According to Gartner: • AI companies are expected to spend nearly $1 TRILLION on infrastructure in 2026 alone. • Another $6 TRILLION could be spent between 2027 and 2030. • AI data center owners would need to generate $8.5 TRILLION in revenue through 2030 to cover spending, financing costs and earn a 12% return. • But Gartner expects no more than $3.6 TRILLION in AI revenue attributable to data centers during that period. That's a nearly $5 TRILLION gap between the revenue needed to justify the investments and the revenue Gartner expects. And the situation gets even worse. Gartner warns that more than $3.5 TRILLION in AI infrastructure spending could be exposed to impairment by 2030. By 2032, more than $4 TRILLION in asset value could be at risk of write-downs. It also predicts that over 80% of neocloud providers could cease operating independently by 2030. The biggest problem is that these companies are spending enormous amounts of money on GPUs and data centers that could become outdated before they generate enough revenue to recover their costs. And the stock market is heavily exposed. The Magnificent 7 alone account for roughly 35% of the S&P 500's market value. All seven have significant exposure to AI through their businesses, investments or infrastructure spending. If AI companies start cutting spending, chipmakers, cloud providers and data center operators could all take a massive hit. With AI-related debt potentially reaching $2.9 TRILLION by 2027, the damage could spread to banks and other lenders as well. This is no longer just about whether AI companies are overvalued. The bigger risk is that trillions of dollars are being invested in infrastructure that may never generate enough profit to justify its cost. And if the AI spending boom suddenly reverses, the damage could spread far beyond technology stocks. A $20 trillion market crash is a scenario, not a certainty, but the amount of money at risk is becoming impossible to ignore.
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DYOptions retweeted
Nice recap 😂
Very weird Sunday US pentagon 90 day resource stockpile, Brazil stolen election, UK power grid down, king tides in FL, full moon, Netanyahu tweeting out a nuclear bomb picture and Elon saying neoclouds to zero
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DYOptions retweeted
Is this normal
🚨🇬🇧 BREAKING: Over 271,000 homes in the United Kingdom are out of power right now What is causing these massive blackouts?
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Most investors haven't yet realized that cheap money is gone and that doesn't bode well for capital intensive stocks
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DYOptions retweeted
Dug out my Walkman for my 90 day prep list. Didn’t realize this thing was worth $100. Holy
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DYOptions retweeted
DeepSeek is making AI inference ridiculously cheap. Lower inference costs leads to less compute required per task which means fewer GPUs needed to serve the same demand. If AI demand doesn’t grow fast enough to offset these efficiency gains it will lead to compute glut.
Replying to @data168
what are you implying? 🧐
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