DYOptions @data168
Options trader. My tweets are not investment advice. patreon.com/DYOptions Joined October 2010-
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Xi Jinping officially invites @POTUS to China for the November @APEC Summit, and confirms his own visit to Florida in December for the @g20org
🔴 Iran-US talks enter technical stage - Al-Jazeera Journalist Reports cited by CBS.
$MSTR - STRATEGY PROPOSES DAILY DIVIDENDS ON PREFERRED STOCK Strategy is seeking shareholder approval to shift four preferred-stock series — $STRF , $STRC, $STRK and $STRD — to daily dividend payments. The change would not alter dividend rates or total payment obligations, only the frequency. Shareholders will vote at a virtual special meeting on October 28, with STRC potentially beginning daily dividends in November.
GOLDMAN SEES AI CAPEX SURGING TO $1.2 TRILLION Goldman Sachs expects the five largest U.S. hyperscalers to boost AI infrastructure spending 54% to $1.2 trillion in 2027, above Wall Street estimates. Amazon, Alphabet, Microsoft, Oracle and Meta are already on track to spend $800 billion this year. Goldman estimates hyperscalers need roughly $300 billion in annual AI revenue to break even, while rising financing needs and infrastructure constraints could slow future spending growth.
$TSLA - TESLA’S OPTIMUS HITS SNAGS IN HANDS, SUPPLIERS AS SCALE-UP BEGINS - THE INFORMATION TESLA HAS RAMPED UP PRODUCTION OF ITS OPTIMUS HUMANOID ROBOT ROUGHLY TENFOLD IN RECENT MONTHS - THE INFORMATION
Strip out convert arb hedges and real short interest is ∼60M vs ∼40M in Jan. I’d say company is in a completely different league fundamentally now. Shorts better cover. $IREN
Whoever is shorting $IREN today was expecting the market to tank today. Now they’re stuck. I expect the short interest to rebound toward the previous peak of around 98M shares. Rest assured, they’ll be covering at higher prices.
Repeat after me. If you are NOT American, do not hold VOO or SPY. Buy the Irish-domiciled version instead. Same underlying companies. Same S&P 500. Difference: no US estate tax exposure, and the Irish fund reclaims US dividend withholding at 15% instead of you eating 30%. One ticker change. Six figures of difference to your family.
Bitcoin is about to make the next leg higher. Position yourself accordingly.
$IREN will soon face a GEX + VEX squeeze once we clear $50. Still coming. Long dated OTM calls benefit most by avoiding short term volatility if you believe in the fundamentals. Understand this and you see a clear path. Just ignore the noise.
wow $SPX to 8000
And short squeeze too. Can be quite explosive.
$IREN Exactly what I spoke about today Kent said that IREN currently does not have active managed clusters, and the contracts they signed with them are currently under development. Essentially SemiAnalysis wrote a lazy hit piece.
Great clip here from @kentpdraper CCO @IREN_Ltd going over the ratings from @SemiAnalysis_ on the @power_analys1s interview today!!! 🚀🚀🚀 $IREN Check out the full interview here 👇👇👇 youtube.com/watch?v=W1Z_O1…
JUST IN: Federal Reserve proposes new stablecoin rules under the GENIUS Act.
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vnkumar trades 🏌�... @vnkumarvnk
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