Joby (JOBY) buyer 2000 November $16 calls $2.60 to $2.65

ACHR daily

thx for sharing

autonomy, ai, robot, all of it 

plus the channel broke..........

chart link 
Recent filings include a 3.2% NYC increase for 2025and a proposed 17.9% electric rate hike for 2026–2027, supporting revenue growth.
Forward P/E of 19.5vs. sector average of 21.5 

is anyone taking these or paying attn?!?!?! LOL, J/K.....

Not to mention the massive amount of people that must have left DXCM for ABT after DXCM recently received an FDA warning letter for unauthorized design changes to its G6 and G7 glucose sensors, which raised concerns about accuracy and potential risks for users—including those hospitalized.

In April and May, across our high-conviction portfolio, our total longs were near 80, one-third of positions, and we exited all shorts at that time. Today, we are down near 55, one-third of positions, while adding meaningfully to SQQQ (short Nasdaq), NVDS (short Nvidia), and VIXY (long equity market volatility), with just FAZ (short financials) remaining in the portfolio at 3/3.  It’s worth noting that we have never included a short position in the high conviction portfolio until now. Long FAZ.

#beartrapsreport Larry McDonald

nice look, was eyeing IHI etf

reclaimed 200d today Steve chart

more$$$

AMZN goina trigger long tonight on the kiss 

BA looks ready, i may front run the KISS system - https://schrts.co/RfERZBcw

how do you set the purple dots at higher lows on the SPX chart 8 and 9 for example? thx

Hood looks like a low risk short here, can use today high as stop, risk $10 https://schrts.co/iIiZxVXs

coarse grind LOL

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  • I'd argue a move down in rates wont ignite any bullish thesis in housing next time. 
    Affordability Ceiling Already Hit: Even with lower rates, home prices remain historically high. Many buyers are still priced out, especially with stagnant wage growth and tighter lending standards. Not to mention the "move up" scenario is done.  people kept building equity in their home so they kept moving up using equity, friends of mine did it 2x, and now their home is worth less/same as they bought in 2022.  
  • Inventory Constraints Persist: Builders face labor shortages, zoning restrictions, and high material costs. Lower rates don’t magically increase supply, so volume growth remains capped.
  • Investor Fatigue in Real Estate: Institutional buyers and REITs already loaded up during the zero-rate era. Their marginal appetite is lower now, especially with better yield elsewhere.
    • Rate Cuts Signal Economic Weakness: If rates are dropping due to recession fears, housing stocks may get hit by broader risk-off sentiment and earnings downgrades.
    • Past Gains Already Baked In: Many housing stocks rallied hard post-COVID on rate-driven tailwinds. The easy beta trade is gone; now it’s about execution and fundamentals.

LCID - The Saudi Public Investment Fund (PIF)is Lucid’s majority shareholder, with deep strategic interest in the company’s success.

• In August 2024,  injected $1.5 billioninto Lucid via convertible preferred stock and credit lines.
• This backing is not just financial—it’s geopolitical. Lucid is central to Saudi Arabia’s Vision 2030 strategy to diversify beyond oil.
  • Lucid reported $4.86 billion in liquidity, including cash, equivalents, and credit access.

gap fill from this am and back up! market never goes down!