Speculator. Crypto class of ‘17
Joined June 2024
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If you were wondering how much bottom tick calls were up
And no, I’m not selling until $100
Loading up on EOM $60-$70 strike calls on hyperliquid:native at the current price of $51.5
Might come down a bit more first but when we move up its quick and violent, usually get a 30%+ move in a few weeks when it moves
Unfortunately options pricing on derive is retarded right now with spreads costing much more than single legs with the same long end, but its the best venue for hype options so I'll make do
Thesis:
Price refuses to break $50 even with coldcard fud at the same time as major OG whale exits (I was hedged spot since early July but after the coldcard news I just ended up selling my spot and offramping, already got LTCG so fuck it. I'm sure many others did the same)
Everyone's waiting for the guy at $47 to get liquidated but loracle and other whales are running out of supply, I'm assuming he defends and get's away with it again
Price also sitting in golden pocket retracement from Circle news
+EV spot to be long, options better than perps as if the floor falls through then everyone's getting liq'd
If any of you faggot rapists wanna invite me to your squad i’ll give you 75% of my share
Im not placing any trades on this scam app tho
@jackduval @vibed333 @insentos @Cupseyy @kimchi1x @yogurt_eth @CookerFlips
While i agree with the premise, there’s too many people positioned for random bullish news to break rn. Probably slow bleeds to $70 over the next few weeks and bottoms around nov 3-5 after all longs wiped
Usually when $HYPE looks like that, there's suddenly a super bullish narrative/news that comes out to pump it
All sharp traders looking for 75k
Salsa tekila stop at 75k
Please lets just get it over with quickly and quietly so we can move on
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. NEAR Protocol near:native was identified as the most at-risk crypto protocol for PHP hacks. Crypto centric funds are having internal discussions on if the protocol is even solvent at this stage. The NSA recommends pulling all funds off NEAR Protocol IMMEDIATELY.
2. SpaceX $SPCX reported a massive Q3 2026, with revenue surging 161% YoY to $14.6B, while EPS reached $0.35 and net income totaled $4.4B. Adjusted EBITDA jumped 306% YoY to $8.8B, with operating cash flow of $13.1B and capital expenditures of $19.6B, highlighting the scale of the company's infrastructure investments. By segment, Space revenue grew 6% to $1.8B, Connectivity revenue increased 69% to $5.2B, and Space Intelligence (SI) revenue skyrocketed 830% to $7.6B, becoming the company's largest revenue contributor. Elon Musk also outlined aggressive expansion plans for AI compute, saying SpaceX could potentially have 20 GW of SI capacity online by the end of 2027, although he acknowledged that outcome is unlikely. Musk added that he would be surprised if SpaceX deployed less than 13 GW of compute capacity by the end of next year, underscoring the company's ambitions in large-scale AI infrastructure.
3. Anthropic’s draft IPO prospectus reportedly reveals explosive growth alongside unprecedented AI infrastructure commitments, with H1 2026 revenue surging nearly 15x YoY to $16.3B, up from $1.1B, while computing expenses climbed to nearly $9B. The company recorded an $80.7B net loss, although approximately $72B came from accounting adjustments tied to convertible notes and other financing instruments rather than direct operating expenses. Anthropic has reportedly committed roughly $450B to long-term cloud contracts, plus more than $160B for Google-designed AI chips through Broadcom $AVGO, with additional negotiations potentially pushing total computing commitments toward $750B. Major suppliers include Google $GOOGL ($111B), Amazon $AMZN ($110B), Microsoft $MSFT ($31B), and Nscale and Lambda (up to $86B), while the prospectus also highlights risks around customer concentration, power availability, infrastructure execution, and AI-related liability. Anthropic is reportedly preparing for a potential IPO at a valuation approaching $2T, underscoring the extraordinary scale of both the revenue opportunity and capital requirements facing frontier AI developers.
4. Supermicro $SMCI significantly raised its preliminary Q1 FY2027 revenue guidance to $18.5B–$19.5B, up from its previous outlook of $14.5B–$15.5B, representing a 27% increase at the midpoint. The company attributed the stronger outlook to accelerating demand for AI infrastructure platforms, reflecting continued investment in next-generation data center systems. Supermicro also raised its expected gross margin to 12.0%–12.5%, up from 10.4%–10.8%, citing a more favorable customer and product mix. The combination of sharply higher revenue expectations and improving margins suggests stronger operating leverage as demand for AI computing infrastructure continues to expand.
WALL STREET IS THE GREATEST SHOW ON EARTH.
Its crazy how much of a what have you done for me lately environment CT is
Everyone was on floods dick after the hype call spread last year, now he makes one mistake by getting shook out of his correct call and they’re calling him chopped even though he looks like a normal guy lmao. They’ll be back on his dick after his next good trade
No wonder GCR quit while he was on top and no one posts positions anymore
Sidenote if i was kimchi i’d be shaking in my overpriced alligator boots rn
That’s more like it. Worst performing MAG7 outside of meta who just reported earnings
Was a lot of complacency in the $AMZN books yesterday
Isn’t amazon the company most impacted by this?
Main website goes down so Fulfillment stops, but warehouse employees will still need to come in for pckgs in transit. They can offer VTO (voluntary time off) but can’t force people to stay home, so they still need to pay while employees just stand around
Second largest employer behind walmart
Also customer websites go down so AWS stops, but customers will probably want some type of rebate for down days
Meanwhile stock is flat after hours?
Soooo are equities just complacent or what?We have:
- The NSA and Prime Minister of Japan telling everyone to shut down their websites
- Cloudflare CEO saying millions of people are attacking PHP minutes after the announcement
- NEAR protocol insolvent
How are equities down less than 1%. Isn’t this a circuit breaker level event?
Update: Security escorted me out at 3:58 PM and deleted my badge access for this post
Security called me at 6:12 AM today.
"Patch every PHP server immediately."
I asked what happened.
"Two critical vulnerabilities. Remote code execution. No authentication required."
Cool.
How many PHP servers do we have?
According to inventory: 12
According to reality:
Nobody knows.
We found one running WordPress.
Three running old internal tools.
One under someone's desk.
Two inside vendor appliances.
A forgotten employee directory from 2016.
And a server named:
PHP-OLD-DO-NOT-TOUCH
Naturally, that one runs payroll exports.
Then we found a PHP 5.6 box.
I asked who owned it.
The documentation said:
BRIAN.
Brian left in 2019.
We called Brian.
He said:
"Oh wow, that's still running?"
Excellent.
By 8 AM, leadership joined the incident call.
CEO:
"Can hackers actually get in?"
Security:
"Potentially yes."
CEO:
"Without a password?"
Security:
"Yes."
CEO:
"Then why do WE need passwords?"
Not the lesson.
Finance asked if we could wait until the weekend to patch because downtime affects revenue.
Security explained that the alternative was letting strangers execute code on our servers.
Finance asked for a cost comparison.
At 9:17, someone suggested temporarily taking the vulnerable websites offline.
Marketing refused.
"Our campaign is live."
So for the next hour, the company officially decided maintaining a landing page for 20% off webinar registration was more important than preventing remote server takeover.
We finally patched everything we could find.
Then our scanner discovered another PHP server.
Hostname:
TEMP-PHP-2014
Uptime:
4,512 days.
Nobody knows what it does.
Nobody owns it.
Nobody can shut it down.
But every time we block network access, the warehouse stops printing shipping labels.
Security has classified it as critical infrastructure.
It is running PHP 5.4.
The vulnerability has existed longer than half our employees.
The emergency patch took four hours.
Finding out what PHP actually runs took eleven.
The internet isn't held together with code.
It's held together with servers everyone is afraid to turn off.
Inb4 F-tier underground rappers start posting AI vulnerability engagement slop so they can post their SoundCloud links in replies
