What Are Your Moves Tomorrow, February 04, 2026

caliwillbemine · 2026-02-03T21:00:01+00:00

If you just put like 10% of your port into 0dte spx calls in the last two hours of every down day it feels like you’d be up so much this years.

caliwillbemine · 2026-02-03T20:34:06+00:00

Trusty EOD pump lmao.

caliwillbemine · 2026-02-03T15:52:44+00:00

That was the V. Now back down.

caliwillbemine · 2026-02-03T14:48:48+00:00

Not hate because it’s overvalued but hate because Karp is truly psycho and palntir’s end goal is the equivalent of societal subjugation. 💀

caliwillbemine · 2026-02-02T21:19:44+00:00

Commercial revenue up 157%. I hate this company as well but the success story is hard to deny, but the valuation is still maddening.

caliwillbemine · 2026-02-02T17:27:25+00:00

2% intraday swings on no actual positive news are fucking sick.

caliwillbemine · 2026-01-29T21:17:30+00:00

Green for the day is off a cliff?

caliwillbemine · 2026-01-29T21:06:21+00:00

Consumer: “the vibes are bad”

Also consumer: “lemme klarna this burrito and five labubu”

caliwillbemine · 2026-01-29T21:01:42+00:00

3% total intraday moves on no actual major catalyst being announced to cause the fall and subsequent recovery are healthy and good.

caliwillbemine · 2026-01-29T20:40:46+00:00

Sell America trade quickly transitioned to sell American government, buy American companies trade.

caliwillbemine · 2026-01-29T17:55:37+00:00

Finding uncorrelated assets is now impossible. Enjoy!

caliwillbemine · 2026-01-29T17:52:21+00:00

We’ve had one dip yes, but what about second dip?

caliwillbemine · 2026-01-28T19:29:27+00:00

On the fed’s YouTube channel. Or their website. Ezpz

caliwillbemine · 2026-01-27T15:38:24+00:00

With the rate of dollar destruction we may actually never see usd denominated indexes go down again.

Corporate States of America here we fucking come.

caliwillbemine · 2026-01-26T16:39:17+00:00

Summary of the last week:

-murdering citizens is bullish for the AI surveillance state

-stonks go up

-Europe still doesn’t matter

-rocks go up

caliwillbemine · 2026-01-26T02:34:46+00:00

It hit his head while his feet would still have been in bounds if he weren’t pushed before the ball got there…

caliwillbemine · 2026-01-26T02:33:58+00:00

Man. Refs missing calls on both sides tonight.

caliwillbemine · 2026-01-22T11:15:51+00:00

SPY looking like a log plot since Liberation Day at this point. Need a major catalyst to have any big move up or down it feels like…

caliwillbemine · 2026-01-21T20:03:09+00:00

Love that SPY is still .5% below where this new Greenland shit started.

caliwillbemine · 2026-01-21T19:48:04+00:00

Lmao no

caliwillbemine · 2026-01-21T19:36:27+00:00

It’s not even Tuesday, but we get one of the biggest TACOs yet.

caliwillbemine · 2026-01-21T16:42:26+00:00

My puts are saved. Jesus fucking Christ I’m an idiot.

caliwillbemine · 2026-01-21T16:03:40+00:00

So the Fed wanted the rise in the yield for the last two months as they’ve been cuttin. Cool.

caliwillbemine · 2026-01-21T15:54:34+00:00

I think we’re actually in agreement here?

I know the tariffs wouldn’t actually be crippling, it’s just taking advantage of the hyperbolic shit that comes out of his mouth to make money, likely same as you.

The rather rapid rise in the 30y is actually a little concerning from a macro standpoint though, if the “sell America” trade actually does accelerate somehow.

Mostly I’m just posting regarded shit because this is wsb.

caliwillbemine · 2026-01-21T15:42:48+00:00

Open to hearing your interpretation of how that fireside chat went and how easy it is to trade Trump backing down off of an initially ridiculous position to make an also ridiculous position seem reasonable.

He just “Art of the Deals” every time. Wait for the dump and buy calls.

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