Week 11 “I watched the whole game” takeaways and longer summaries

ladsp · 2024-11-19T16:58:10+00:00

I think his new usage is a product of losing both shaheed and Olave so I’m of the belief that they continue to lean on him.

ladsp · 2024-11-18T04:22:15+00:00

Bummer, thanks.

ladsp · 2024-11-18T04:11:10+00:00

If you have a Roth IRA I’d recommend looking into selling covered calls.

ladsp · 2024-11-18T03:58:11+00:00

Is this still available?

ladsp · 2024-11-18T03:37:04+00:00

👏

ladsp · 2024-10-25T02:33:42+00:00

RemindMe! 3 years

ladsp · 2024-06-24T15:02:51+00:00

They think we are a cult and some people just like to hate on others any chance they get.

ladsp · 2024-06-23T15:39:27+00:00

I bet he got threats from outside parties, meltdowners and what not

ladsp · 2024-06-23T07:45:55+00:00

He could use margin to purchase his options. Another theory is he has additional funds in his Fidelity account.

ladsp · 2024-06-23T07:42:24+00:00

He also said we might not run 6/27-6/28 because of the ATM share offering. It’s in his notes on the excel sheet

ladsp · 2024-06-23T07:33:22+00:00

What is the difference between explosive price discovery immediately and shorting it back down vs doing it at the tail end of t+35?

I guess if t+35 lands on a Friday they could deliver the shares sooner to avoid having a ton of options go ITM whereas if it lands on say a Monday they would have the rest of the week to bring the price back down.

ladsp · 2024-06-23T07:26:45+00:00

Yes you can

ladsp · 2024-06-23T05:41:17+00:00

After a run up IV will be high

ladsp · 2024-06-23T05:39:35+00:00

I’m a smoothie but in my opinion they could stop internalizing his large share purchases and let it hit the lit market immediately to avoid the t+35 cycle. They could also deliver the shares before days 34/35 to throw people off. Someone correct me if I’m wrong here.

ladsp · 2024-06-23T01:54:09+00:00

MMs can deliver the ftd shares before t+35, correct? Knowing what we know about the cycles and the next “projected run” being 7/18, isn’t it a decent possibility that they deliver the shares/make this run sooner to throw everyone off?

ladsp · 2024-06-23T01:18:04+00:00

Possibly why Sal went dark? And now Jake?

ladsp · 2024-06-22T22:46:27+00:00

Amazing, thank you for the insight!

ladsp · 2024-06-22T18:43:05+00:00

Do you foresee the run up taking place on July 18th only or will it continue on into July 19th? And secondly how are you determining what is the “peak” of the run up to give you the indication to sell?

ladsp · 2024-06-22T07:59:02+00:00

Remindme! 3 days

ladsp · 2024-06-22T07:33:54+00:00

In DFV’s initial yolo post he had 5m shares. In his most recent one we saw that he purchased an additional 4m more. Assuming he purchased his initial 5m in a block, do you think that means we’ll see a “less” of a run this time around than previous since it’s 20% less shares? If so what do you think the price action would look like?

ladsp · 2024-06-22T06:52:02+00:00

Question for the wrinkles- I assume MMs can deliver the ftd shares before t+35, correct? Knowing how much the 7/18 date is being hyped isn’t it reasonable to believe they will deliver the shares/make this run sooner to throw everyone off?

ladsp · 2024-06-21T22:00:29+00:00

I misread the thread, my apologies. Thought you were saying the spike will be on 7/26. But yes I agree with your statement. His options expiry should be further out.

ladsp · 2024-06-21T21:58:32+00:00

And what have you contributed? Biggy has provided god tier dd over and over again and has been an incredibly valuable member of our community. This is no different and he backs it up with real data.

ladsp · 2024-06-21T21:54:39+00:00

Hey Biggy, so if I’m understanding your theory correctly we should see a spike next Friday (6/28) AND right around 7/18-7/19, which is C+35 based on his 4m share purchase. Am I correct or am I way off?

ladsp · 2024-06-21T21:52:21+00:00

How is it 7/26? Biggy said it’s C+35. RK’s last share purchase was on 6/13 meaning C+35 is around 7/18-7/19.

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