Options trader. My tweets are not investment advice.

Joined October 2010
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Wow $MRVL in advance talks to buy $LITE
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$GOOGL Wow Google went light on capex. Estimate was $55 bln. Thats not good for neoclouds. $NBIS $IREN $CRWV
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$GOOGL Search is replaced by chat 🤯
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$GOOGL cloud business is strong
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Fed conf ended. I heard nothing.
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Wow "Congress should not bail out AI firms in the event of a financial crisis and should be subjected to the ordinary bankruptcy process"
NEW: In a pre-emptive move, House Democrats have introduced a resolution that Congress should not bail out AI firms in the event of a financial crisis and should be subjected to the ordinary bankruptcy process. prospect.org/2026/10/28/hous…
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$DRAM 🔥🔥go Kospi
Have absolute faith in Korean investors. 💎
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DYOptions retweeted
Warsh: The Fed will have 8 meetings as scheduled in 2027, but one won't have a vote on monetary policy settings and instead focus on strategy. In 2028, two of the 8 meetings will be devoted to policy strategy. Those meetings won't be "live."
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$NBIS 🔥🔥
Got $NBIS calls for the first time. Wish me luck.
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No rate change
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15 minutes to FOMC
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You can literally run your own data center in your basement
A 300-rack AI supercomputer powered by 9,600 Nvidia A100 GPUs is listed on eBay for $59.7M. That’s 1,200 GPU compute servers with 384TB of combined GPU memory and roughly 1.4 petabytes of system RAM. Each compute server connects eight A100 GPUs through $NVDA's NVSwitch technology. More than six years after A100 launched, The seller is offering these systems refurbished for new AI training and inference deployments.
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Wendy’s shares jump 15% as Nelson Peltz’s Trian offers $1.4 billion to buy burger chain -CNBC $WEN
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DYOptions retweeted
🇮🇱 New Israeli Parliament: Pro-Likud, Pro-Netanyahu Bloc: 53 seats Opposition, Pro-Eisenkot Bloc: 49 seats Arab Parties: 18 seat
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DYOptions retweeted
OPENAI REPORTEDLY PLANS TO BUY GOOGLE AI CHIPS OpenAI plans to purchase AI chips from Google ($GOOGL), according to The Information, citing a person familiar with the matter. Financial terms and the size of the potential deal were not disclosed. Reuters has not independently verified the report.
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