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I know $TSLA has accomplished FSD *again, have forgot to count how often ... nonetheless at some point they WILL roll out a version representing an optimal compromise reliable enough that legal liability concerns around accidents become manageable rather than prohibitive 🚀🚀🚀

$TSLA very strong yday while index-futures were puking. For #NQ_F, #ES_F, Fri is the last trading day, vol for the next contract (H6) has already taken over ➡️lot of action is solely due to positions rolling, adapting hedges, end-of-year cleansing, but less due to fundamentals

very strong for Dec/Jan, so PA could sprint even to 520 short term. My core pos would love it while waiting to get to level 600-650 but a b/o now isn't a sure thing as of now But beside that my aim is to steadily pull $ out of the market, so recent move was pure gold for me.

$TSLA I have commons in LT-Port + do regularly theta plays + lots of flies + swinging the stock + intraday plays Current up wave from 400ish zone was on the table, have documented the stronger support zone + the liquidity zone which has been reached now. Option flow is still ->

$PLTR yep, possible but not betting on either direction here. Important support shouldn't break

$TSLA Got you

Those are stocks I'm regularly adding w/ conviction There's more like $BN private equity, a holding which $BEPC is part of $USAR $MP both good, rare earth $OKLO scaled out for a reason, mostly fluff based on expectations not real projects $UEC uranium miner, shortage inevitable!

No judging, just dropping this. Nonetheless I'm sure energy will be a bottleneck even w/ AI expectations coming back $CEG $BEPC $FLNC $EOSE $USAR $UEC

ii/ green curve shows the change since yesterday, front months (as usual) gain more momentum than back months on a move up, perfect for trading future spreads (i.e. +G6/-N6). Just like w/ stocks entering at an exaggeration to the downside (red in the chart).

#CL_F Showing this to emphasize how the term curve has changed i/ For a longer while we had backwardation, now only little when looking at the first 5 contracts, thereafter term curve is slightly going up, complete risk-off the leading months, which is about to change

I’ve emphasized this often: it’s not about how much cheap oil the US can grab, but about the need for low-API oil (heavy sour crude). US doesn’t have much of that, so it has to import it for its refineries to run properly. That’s why easier access to cheap Venez. crude is useful

#CL_F 57 and 56 as well, both important levels and today a nice reversal at 57 w/ vol supporting it, see Btw ppl talk that one tanker US has seized today had impact. Nope, if at all then the idea of more cheap supply from Ven. in the near future

$NU give me more!

#CL_F and another round. Time to prepare for long? Current pattern won't last, shouldn't brk below 57. If so the long opportunity should be there soon

*might have to adjust some calcs for some strats

#SPX and back to the upper level. Always tracking different spreads on the right side, there C-BFlies and 10/5 P-BWB further out exp building up some gamma it seems, especially at 6950, so more possible?

#SPX finally pushing a bit, 6900 still highest pressure

#CL_F steady risk-off continues, paired with indecisive index-futures not the best sign. #SPX so far trying to move higher but no follow through, maybe next try. What I was expecting after FOMC is a continued move in either direction, no stalling

and $TSLA does is again?