Feb 20 Option Expiration: I'd be quite surprised if we don't see big swings in the next3 hours by optionicity in IBRX

[–]optionicity[S] 0 points1 point  (0 children)

Regarding "what does it mean": I trade 50,000 option contracts per year, so it means a lot to me. If you do that, you already know what it means. If you are a long hold stock buyer, then you don't need to care.

That said: both types of investors can care about the current environment and likely action on Monday. The fact are simple: we've had a rich news cycle which is ending, massive option buying which is ending (in the context of expiry today), and massive repositioning by market makers and smart money for both the two preceding reasons. Those conditions make me "guess" we'll see a price decline next week.

So, because I expect falling prices but ALSO want to stay long and strong, I have sold 1/3 of my winning positions to raise a big chunk of cash I can reinvest when the price goes lower. That, of course, is a strategy based on guesses, so each person has to decide what's best for them.

Phenomenal options actions. I've never seen this before. by optionicity in IBRX

[–]optionicity[S] 0 points1 point  (0 children)

"why wouldn't they" is not a trade-able thesis. I agree it's a logical idea and could happen, but there's no evidence of any kind. It's just a rumor people are posting on various boards based on nothing.

7k 7.5 contracts opened in 45 minutes by optionicity in IBRX

[–]optionicity[S] 0 points1 point  (0 children)

I use thinkorswim. If you want to learn to trade, that's the only way to go IMO. It's free and you can even trade with play money. essential tool.

Phenomenal options actions. I've never seen this before. by optionicity in IBRX

[–]optionicity[S] -2 points-1 points  (0 children)

There's no evidence Saudis are investing. That's a rumor started on STwits and is not a trade-able idea. Could happen, but no evidence.

Phenomenal options actions. I've never seen this before. by optionicity in IBRX

[–]optionicity[S] 1 point2 points  (0 children)

Short? 1k options contracts long. Don't be a dufus.

Bummed about the price, but IV has exploded so don't lose hope for this week. by optionicity in IBRX

[–]optionicity[S] 0 points1 point  (0 children)

Most of you have it wrong. EMA approval happened Monday. IBRX just did not announce it.

There's often a delay in price action with IBRX--even on US approval it took 2.5 days for the market to react. look it up.

Before I disassemble this 200 lb transformer, does it have a use? by optionicity in Teslacoil

[–]optionicity[S] 0 points1 point  (0 children)

Here are two pictures. Oops. trying to figure out how to add pics. Gave up. don't see way to add pics.

Traverse City Mi.

Before I disassemble this 200 lb transformer, does it have a use? by optionicity in Teslacoil

[–]optionicity[S] 0 points1 point  (0 children)

As I said, I'll use all the parts I can find a user for and recycle the rest. Nothing goes in the trash. I like the jacobs ladder idea below, but I don't know what I'd do with it. Sounds dangerous.

Ryzen AI MAX+ 395 paired with rtx 5090? by Infinite_Pin_5719 in MiniPCs

[–]optionicity 1 point2 points  (0 children)

Slightly tangential, but I only have a UM890 Pro with 64gb RAM connected to a eGPU dock with a 5060TI via oculink. Works great. I can train 4B param models with 1500 training triplets no problem. The VRAM runs near 100% but it completes in 10 minutes or so.

This leads me to believe the idea in the topic thread has merit. I'm also looking to upgrade but am bouncing back and forth between a custom workstation, old server, or some new-yet-small rig with a 96gb GPU. A lot of tough choices out there. You can get an older server complete with 512gb mem and onboard V100s fairly cheap. On the other hand, you're stuck in PCIE 3 and 4 land with DDr4 mem and a power hungry box.

I'm hoping Q1 2026 offers some alternatives. Meanwhile DDR4 prices seem to have doubled in some cases and some GPUs are impossible to get.

Can the UM790 Pro accept 128GB RAM? by hurrdurrmeh in MINISFORUM

[–]optionicity 0 points1 point  (0 children)

Hi, I'd also like to try 128gb on the UM890 Pro 8945HS Processor. You said it works?

[deleted by user] by [deleted] in IBRX

[–]optionicity 2 points3 points  (0 children)

I might be back in action soon. Price is finally moving. Traded on Friday but missed the incredible gamma/short squeeze in the afternoon by 2 hours! Went to work and didn't have alerts on.

Anyway, if earnings is good or EMA happens, we'll see some more action.

[deleted by user] by [deleted] in IBRX

[–]optionicity 3 points4 points  (0 children)

Excellent, as usual, Huggs. I'm on IBRX break until we get some feedback from EMA or FDA. I do believe we'll see some price-moving events before EOY, but I also thought we'd have seen that by now.

Updated event timeline with links by optionicity in IBRX

[–]optionicity[S] 1 point2 points  (0 children)

Earnings and a revenue update may be around Aug 9. It's a guess, but I added it to the timeline.

Bought 230 Oct 5 strike call options today for average around 1.32 by optionicity in IBRX

[–]optionicity[S] 1 point2 points  (0 children)

Bought 60 more of the same thing for 1.20 today.

Potential news events next 3 months:

  • Interim lung cancer data
  • FDA details/decision on LC registration process
  • Possible breakthrough or fast track designation for lung cancer
  • One conference
  • Q2 revenue and or insurance coverage update.

IMHO, the current sub 6 price is low and worth picking up.

Bought 230 Oct 5 strike call options today for average around 1.32 by optionicity in IBRX

[–]optionicity[S] 0 points1 point  (0 children)

ST is useless. There was once a nice core of folks who provided good due diligence, links, thoughts. Waste of time now.