retired investment banker. did not pass cfa. not financial advice.
Dolores, Colorado
Joined January 2023
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breaking: stocks will go up or down.
Guys please watch the scenarios.
$SPX 7300 is MAJOR...
$VIX 25 pivot is MAJOR now.
Odds of a new closing high from here in 2 months is 55% and drops below 11% if we fail to stay above 7300.
substack.com/home/post/p-223…
This shit is playing out so far like CLOCKWORK.
We are either playing out the blue line or red line now.
Dolores Capital retweeted
OPENAI PLEDGES TO COVER THE FULL POWER COSTS OF ITS FUTURE DATA CENTERS, CNBC REPORTS.
For data centers it owns and operates, OpenAI says it will pay for electricity and related grid infrastructure to protect local ratepayers.
The company also committed to publishing construction plans, seeking community input and avoiding NDAs with public officials.
The announcement follows Tuesday's midterms, when voters opposed or restricted data center development in 40 of 41 local ballot measures across 10 states.
Dolores Capital retweeted
B300 GPU rental prices are up 106% since mid-July.
B200 rental prices are up 66%
H100 rental prices are up 17% over the same period.
Average token prices are down 58% since mid-July.
it's most likely rolled from jan to apr to give themselves more time.
but i love the idiocy of posting whatever trades without context and calling it whatever you want.
$INTC
Someone just loaded $13M+ of OTM $INTC calls in about 35 minutes 🚨
$8M of it on ONE print: 20,000 Apr 2027 80 strike calls
INTC is trading at 60 right now... They are buying the dip
breaking: stocks can go up or down tomorrow.
$QQQ - A 1%+ up day turned into a 1%+ down day at the close. QQQ has hit the 200 day MA so there are 2 possible options for tomorrow: a bullish reversal that will take it up to the monthly pivot at 712, or a bearish continuation that will take it down to the monthly S1 at 661.
so it can go up or it can go down.
Someone just bought $7M+ of $QQQ FAR OTM call LEAPS now
880 strike, expiring December 2027
This comes after many short dated puts hit the tape only an hour ago. QQQ is trading at 693 right now...
Dolores Capital retweeted
Cloud growth is accelerating across Big Tech:
$AMZN CEO: "AWS grew 39.3% year-over-year, accelerating for the sixth straight quarter, our fastest growth in nearly 5 years. Backlog is $578 billion, growing triple digits year-over-year and well diversified."
$MSFT CFO: "Azure revenue was ahead of expectations and increased 48%, even with the 3P capacity delays noted earlier, driven by Foundry and improved CPU monetization."
$GOOGL CFO: "Cloud revenues were up 103% to $30.7 billion, driven by strong growth in GCP, with strength in AI, including both AI infrastructure and AI solutions, and core GCP"
why are we posting this. this is so far in the money.
Someone just bought a $9.7M $QQQ put block that expires tomorrow 🚨
745 strike with QQQ at 713
11 put prints. $13.7M+ in 37 minutes.
$REAL getting acquired soon.
no other reason for someone to play this shitco like this...
Dolores Capital retweeted
Joe Liemandt of Alpha School on why AI is today's 1910 tractor moment, and why parents once again have to rethink their kids' future:
"In 1910, 90% of America had an 8th grade education. There were basically no high schools. And over 30% of America is a farmer. So everybody's on the farm, 8th grade was enough."
"Then in 1910, the Case tractor rolled up on the American farm. You can go look at the ads, it literally looks like an Anthropic ad. 'Does the work of 50 programmers. Does the work of 50 farm hands.'"
"Literally everybody in America realized 30% of the jobs are going away. That path is gone, and we have to get our kids ready for this new future. And it was that same recognition I think that parents have today."
"What America did back then... they voted to fund an education that they never experienced. They knew they had to do something different than their background, see the world differently, to get their kids ready and get them the good jobs."
"That school system became the industrial system we've had the last 100 years. It served us really well for 100 years, but now it's time for the next change."
@jliemandt
What should school look like if AI can help students learn dramatically faster?
Alpha School principal Joe Liemandt joins a16z's Erik Torenberg and Gagan Biyani of Horowitz Andreessen Academy (HAA) to discuss Alpha's model, where an AI learning engine compresses core academics into two hours a day and students spend the rest on teamwork, entrepreneurship, and other real-world skills.
They explore why high standards make kids happier, how HAA is using motivation and real-world building to redesign college, what parents need to believe before choosing a new kind of school, why Joe expects AI to drive an explosion in entrepreneurship, and why Gagan thinks students should pick what they care about over whichever field seems safest from AI.
0:40 How Alpha reinvented the school day
4:47 Making Alpha believable at scale
6:13 Why kids want to do hard things
8:30 Fifth graders vs. the Wharton MBA test
10:48 Keeping kids in the 80 to 85% zone
13:08 Gagan on redesigning college
15:00 Why Stanford and MIT kids are terrified
19:30 Why college lectures are dying
22:45 Why Ivy League parents want a new path
25:00 The 1910 tractor moment for education
27:02 Why families should take the risk
34:35 Joe's dad on his Stanford dropout
42:10 What to study when AI is everywhere
48:33 Founders School's $1M guarantee
51:53 A 14-year-old cold calls Jensen
YouTube: youtu.be/T4u2FoIm3pw
@jliemandt @gaganbiyani @eriktorenberg
yep jesus it was the top premium today on @jbulltard1
Well clearly whoever decided to buy $38Million worth of $GOOGL calls today will be pleasantly surprised by this conveniently timed news🤨
@unusual_whales
Dolores Capital retweeted
Good
THE CEASEFIRE HAS COMMENCED
The ceasefire between Ukraine and Russia took effect at 4:00am Moscow time on October 27, 2026.
Timing was accelerated two days ahead of schedule to protect the safety of civilians and to facilitate the delivery of critical humanitarian aid. The ceasefire’s geographic area has expanded beyond Oleshky, within the Kherson Region, to provide safe passage for the humanitarian convoys.
General Valery Gerasimov, Joint Chief of the General Staff of the Russian Armed Forces has confirmed.