YES! 

Treasury (TLT) buyer 5000 Sep. 30th (W) $82 calls for $1.34, looking for a Bond bounce, and how cheap calls are, IV30 at 11%

charcoal pills. 

"but the lockup"

great chart matt, this kept me in on this morning weakness. clear line of defense on the 2hr. 

SPCX and chill.....

BOOM< LFG!

weekly bull flag into eps

buy the lockup.....everyone knows about it. 

IAU is triggering today? not gld tho? 

RDDT offers the cleanest long setup in the table. The stock has outperformed SPY by 484 bps since last quarter, yet at 28.2x forward earnings, roughly 1.4x the SPY multiple, the valuation sits toward the low end of its own range, which spiked above 99x and 110x in prior quarters. Forward growth is the strongest in the group, with NTM revenue estimates at 39.4% and NTM EPS at 19.9%, and revenue growth is still accelerating from 36.9% last quarter. Short interest is very high at 12.4%, among the largest in the table, providing meaningful squeeze fuel, and the beat-reaction pattern is favorable at reasonable multiples: a 24.4% beat drove a 13.1% gain in Q1’26 and a 27.6% beat drove a 17.5% gain in Q2’25. With an options implied move of plus or minus 11.3%, the combination of a compressed multiple, accelerating growth, heavy short interest, and a positive reaction history favors a LONG, moderate to high conviction, sized to absorb the wide implied move.

MSFT will be higher post eps

If the Fed hikes today, it’s not your garden variety interest rate hike like 2022/2023. The economy is firing on just one cylinder these days as AI Capex and deficits are the dominant drivers of U.S. growth. The OBBBA buzz is gone now as its impact peaked already and the rate of change of capex growth has turned negative. The negative stock market reactions to increased capex, the flip to cash-flow negative at companies like Google, rising CDS that accompanies rising issuance, and physical limits to capex growth all put a lid on how much AI Capex can add to 2027 growth.

great call here Matt, definitely have to sell the rips in AG names. 

Boston Scientific (BSX) 12,000 Dec. $50 calls buy 4.48 into earnings

Adobe (ADBE) seeing interesting trade in Jan. 2028 with the $380/$450/$480 call fly 400X800
ADBE strength

SpaceX (SPCX) 17,500 Oct. $85 puts buy $6.90 adjusting the $100 strike

Take Two (TTWO) buyer 400 Dec. $310 calls $8.60 offer, back at an optimal entry again
Take Two (TTWO) up 3% and 650 August $235 calls buying $15
TTWO size buy 1750 November $280 calls $14.80 offer


$GMED small but unusual Aug calls being bought, quality med-tech at support

Ferrari (RACE) buyer 400 weekly $375 calls $12 for earnings 7-30

Trimble (TRMB) strong, aggressive buy 5000 Sep $60 calls here 2.40 to 2.45 and noted last week those short puts holding still in OI

Chyme (CHYM) 6500 September $20 puts sold to open 1.55 to 1.50

Universal Health (UHS) 1150 August $170 calls buy with 750 short $185/$145 strangles, the 2500 Aug. 165 calls bought recently holding as well in OI into earnings tonight

Netflix (NFLX) 4000 September $68 short put sopen here 3.05 bid, good confidence near a low

Q2 2026 earnings: Historic Revenue Breakout Masked by Accounting Noise Intel delivered its strongest revenue growth in 15 years, surging 25% YoY to $16.1B and decisively reversing the multi-year narrative of supply constraints and stagnation. The Data Center and AI (DCAI) segment exploded by 59% YoY, proving management's claim that 'the CPU is back' for agentic AI workloads. While a massive $12.5B non-cash mark-to-market charge tied to CHIPS Act escrowed shares resulted in a staggering $11.0B GAAP net loss, core operations shone brightly: non-GAAP EPS reached $0.42, and non-GAAP gross margin expanded 12.1 points YoY to 41.8%. Q3 guidance confirms stable, accelerating momentum.

 Look past the $11.0B GAAP net loss optical illusion. Intel's core engine is firing on all cylinders: supply bottlenecks are solved, Data Center is accelerating rapidly, and gross margins are structurally recovering.