LOL congress goina approve that will ballooning debt? gtfo 

good find

not good reaction, and the reaction matters more than any eps report 

been holding with ya! patience here

report was awful, less users, more churn, with big marketing spend!

V daily 
Visa looks ready for massive breakdown. big volume shelf above 

ALB Reported narrower than expected loss on stronger revenues.; lowered full-year cap ex plans.
APP Reported better than expected EPS on stronger revenues; raised guidance; $3.2 bln buyback.
ARM Reported better than expected EPS on stronger revenues; raised guidance.
CELH Missed EPS estimates on stronger revenues; stock trading sharply lower.
COHR Reported better than expected EPS on stronger revenues; raised sales guidance.
CPAY Reported better than expected EPS on inline revenues; raised guidance.
DASH Reported better than expected EPS on stronger revenues.
DDOG Reported better than expected EPS on stronger revenues; raised guidance.
ELF Reported better than expected EPS on weaker revenues; lowered guidance.
FICO Reported better than expected EPS on inline revenues; lowered guidance.
FTNT Reported better than expected EPS on stronger revenues; raised Q4 guidance.
GHYM Reported better than expected EPS on stronger revenues; raised guifance; ann'd $200 mln buyback.
HOOD Reported better than expected EPS on stronger revenues.
HUBS Reported better than expected EPS on stronger revenues; raised sales guidance.
JAZZ Reported better than expected EPS on stronger revenues; raised guidance.
MCK Reported better than expected EPS on inline revenues; raised full-year guidance.
NTR Reported better than expected EPS on stronger revenues; puts Phospate business under strategic review.
QCOM Reported better than expected EPS on stronger revenues; raised sales guidance.
SNAP Reported better than expected EPS on stronger revenues; guided inline.

1- 

Posted by kingpin15on 27th of Oct 2025 at 03:58 pm

Title: RIVN

RIVN catalysts

1) ~$7 Billion in CASH (enough to cover multiple years of current cash-burn, giving them time to execute)
2) $5 Billion software & technology joint venture deal with VW that will net Billions of dollars per year in revenue and this has already started! Yes, the world's 2nd largest car company (after Toyota) has to license technology from Rivian in order to make EVs! That shows you how far ahead Rivian is on EV Electronics, Battery and Software Tech. As part of the deal, VW also bought a decent chunk of Rivian.
3) Rivian has the 2nd best AI/Self-Driving team of any car company after Tesla. In fact, Rivian vehicles have $TSLAlike FSD equivalent hardware on board every vehicle (surround cameras + on-board AI hardware). Most recently, they replaced their Mobile Eye cruise control and lane-keep technology with their own AI software.
4) Self-Driving is coming to Rivian vehicles in 2026 with over-the-air updates! (the founder & CEO of Rivian) has been touting Rivian's self-driving capabilities and plans to demonstrate their progress in an AI/Autonomy day in December. This event could be a game-changer!
5) The R2 vehicle (shown in picture) is on track for the first half of 2026 release and Rivian appears to be on-track to rapidly ramp to make as many as 200,000 vehicles per year using their EXISTING manufacturing capabilities.
6) Rivian has obtained a $6 Billion US-government backed loan to build ANOTHER manufacturing facility in Georgia, giving them up to another 400,000 vehicles per year capacity starting as early as 2028.

2- all the flow recently posted here in options market i shared

3- Matt's weekly chart showing coil

• TBT went long on the daily kiss, (see chart 35 from newsletter) 

that vol bar, oh my!

hello! 

damn?!?!?!?! TSDD big base. What's the stop on TSDD? 8.25ish?

def one to watch 

today - 10,091 AMD Nov25 7th 240 Puts $3.50
last week - 25,000  AMD  Jan26 240 Puts $16.20

… he started putting almost every dollar of his paycheck from working as a server at the Cheesecake Factory into his investments. He followed influencers on X and YouTube who post frequently about their stock picks.

In 2023, he purchased hundreds of shares of data-analytics company Palantir. The next year, a wave of enthusiasm among individual investors like Cheney propelled the stock’s meteoric rise. The share price is up roughly 900% in the past two years.

… managing his seven-figure investment account is his primary passion.

“I feel like there’s been a shift,” he said. “Before retail was scoffed at. Now we’re a huge voice in how markets work.”

GLD bear flagging 

1000 ORCL Jan26 240 Puts $14.65

Big order this am playing for gap fill 

live link 
crm bottoming 

Im here for more of this, F ya!

CoreWeave (CRWV) size action into Fed dip seeing buyers 4000 February $140 calls for $10M