ya nasty look to it. 

Memory players all ripping into Seagate earnings tonight, Sandisk later this week, BUT major fabs ARE coming late 2027-2028 in SIZE, 10-15x multiples on MU is idiotic, the market looks forward NOT backward, higher prices kill higher prices. META $70B capex last year vs $120B this year, NOT counting off-balance sheet leverage. Memory prices are killing meta (memory prices must be 20% ish of capex) - and that will slow growth with the expectations bar for growth sky high (NVDA 15x sales at $4.5T), memory ripper is BAD news for NVDA, AVGO

AAL Reported weaker than expected EPS on inline revenues; says this weekend's storm cost $124 mln.
BA Reported weaker than expected EPS (after charges) on stronger revenues.
CR Reported better than expected EPS on stronger revenues; guided to high end of range.
CRM Awarded $5.6 bln US Army modernization contract.
GGG Reported inline EPS on inline sales; sees low single-digit sales growth.
GLW Announced deal with META to supply fiber optic cable for its AI datacenters through 2030.
GM Reported better than expected EPS on weaker revenues; guided inline.
HCA Reported better than expected EPS on inline revenues; raised buyback program to $10 bln.
NEE Reported better than expected EPS on weaker revenues; reaffirmed guidance.
JBLU Reported weaker than expected EPS on stronger revenues.
KMB Reported better than expected EPS on inline revenues; sees flat earnings on a constant currency basis.
META Tech Crunch reports that company plans to test subscriptions on Instagram, Facebook, and What's App.
NOC Reported better than expected EPS on inline revenues; lowered guidance.
NUE Reported weaker than expected EPS on weaker revenues.
PII Reported better than expected EPS on stronger revenues; lowered full-year EPS guidance.
ROP Reported better than expected EPS on weaker revenues; lowered guidance.
RTX Reported better than expected EPS on stronger revenues; guided inline.
SANM Reported better than expected EPS on stronger revenues; lowered sales guidance.
UNH Reported better than expected EPS on inline revenues; guidance mixed.
UPS Reported better than expected EPS on stronger revenues; raised sales guidance.

MP gave it all up. Never a good sign. 

april 70p hot today 

$439 is the 9 day and assumed spot 

ONON link 
eyeing Mar45p, gas gap at $40 

wow didnt know about the detailed info this provides, as long time member. thx you!

its embarrassing, but so true. 

Embraer (EMBJ) buyer 1800 July $90 calls aggressive at 4.40

BKU Reported better than expected EPS; full-year NII increased from 2.73% up to 2.95%; added $200 mln bbk.
CFG Reported better than expected EPS on inline revenues.
DAN Sees full year sales coming in ahead of forecasts.
GME Ryan Cohen discloses purchase of 500K shares at an average price of $21.11 per share.
HAL Reported better than expected EPS on stronger revenues.
IBKR Reported better than expected EPS on inline revenues. JNJ Reported inline EPS on stronger revenues; raised sales guidance. NATH Will be acquired by SFD for $102 per share in cash. NFLX Reported better than expected EPS on stronger sales; lowered margin guidance; pauses buybacks.
NVDA Bloomberg reports that Jensen Huang will travel to China in effort to boost sales.
PLD Reported inline EPS on inline sales; guided inline.
PRGS Reported better than expected EPS on inline revenues; raised guidance.
ROCK Lowered Q4 EPS and sales guidance citing weak industry dynamics.
SCHW Reported weaker than expected EPS on inline revenues; total client assets increased 18% y/y.
TDY Reported better than expected EPS on stronger revenues; guided inline.
TEL Reported better than expected EPS on stronger revenues; raised EPS guidance.
TFC Reported weaker than expected EPS on inline revenues; lowered Q1 sales guidance.
TRV Reported better than expected EPS on stronger revenues; added $5 bln to buyback program.
UAL Reported better than expected EPS on inline revenues; guided inline.
ZION Reported better than expected EPS; NII increased 2.0%.

great charts!

DAWN with huge april $11c buyer. 

I heard Wednesday 

APP lows and 2000 Jan. 30th (W) $535 puts buying 11.70 to 12.90

weekly chart starting to breakdown and get into stage 3. 

but its not warren anymore!!