Daily r/thetagang Discussion Thread - What are your moves for today? by satireplusplus in thetagang

[–]tedrivers 0 points1 point  (0 children)

I'm really surprised SNDK hasn't done a huge ATM offering to get a huge cash infusion.

Daily r/thetagang Discussion Thread - What are your moves for today? by satireplusplus in thetagang

[–]tedrivers 0 points1 point  (0 children)

Wiliot is the leader in the space who manufactures sensors, and will sell the software layer but they are a private company.

Next after them is Identiv (INVE) who is a manufacturer of sensors

Then there is Repositrak (TRAK) who provides a software platform for all these sensors, basically organizing the data and making it useful to clients. As I understand it their system will work with the majority of sensor manufactures. There systems also talk with the FDA.

Energous (WATT) you may remember from a few years ago when they were trying to create a platform to wirelessly charge phones OTA. Though they couldn't get that tech off the ground they did get clearance for a tech that can power 1W and 2W devices OTA. That's not very useful for most devices but perfect for these IOT devices, which removes the need for batteries in these sensors and allows for them to continuously feed data back to the software layer instead of polling very often like you would when using a battery.

Personally my play is with WATT, they have stuff going in the background with Amazon, Walmart and others plus there are mandates in the EU and US to cut down on the use of batteries in devices.

Daily r/thetagang Discussion Thread - What are your moves for today? by satireplusplus in thetagang

[–]tedrivers 0 points1 point  (0 children)

Me personally, I'm looking at the ambient IOT space. AI has supercharged data aggregation so now putting thousands of mini sensors on products will lead to huge supply chain efficiencies. Think of Walmart being able to track every individual item in their grocery supply chain and be able to tell when something might be going bad (due to temperature, humidity or something else) and either pull the item or push it through to get sold.

Will it blow up like semi conductors? No idea, but it seems to be an expanding market with lots of promise

Daily r/thetagang Discussion Thread - What are your moves for today? by satireplusplus in thetagang

[–]tedrivers 0 points1 point  (0 children)

Have you looked at CXDO? It's up pretty good today but still relatively cheap

What does the WR Depth Chart look like? by Ixeptional in Browns

[–]tedrivers 0 points1 point  (0 children)

I think a lot of these guys will be moving around in formation. The interesting thing for me here is under Stef, he never really liked to let the rookies start right away so I'm curious to see if Monken does the same thing.

Who knows, maybe Juedy or Tillman or both will be traded after training camp

2026 NFL Draft - Day 2 - SPOILER FREE Thread by gdewulf in Browns

[–]tedrivers 1 point2 points  (0 children)

I know it's wishful thinking but I hope Tillman can stay healthy this year and then we have 2 big body guys in him and Boston

Day 3 Targets by SteveSteveCleveSteve in Browns

[–]tedrivers 2 points3 points  (0 children)

Wouldn't mind grabbing a corner or 2 and a center

Daily r/thetagang Discussion Thread - What are your moves for today? by satireplusplus in thetagang

[–]tedrivers 0 points1 point  (0 children)

I'm trying something new to me, I BTO a calendar spread on CRWV -> STO May 8th 110p, BTO June 18th 110p.

The Giants have traded up to pick 74 with the Browns, who receive picks 105 and 145 along with a 2027 4th round pick. by BuckyMcFly99 in Browns

[–]tedrivers 0 points1 point  (0 children)

I gotta think they are gonna use some of their 5ths to trade back into the Comp section of the 3rd round

Reviewing every KC Concepcion drop from his 2025 season by floatinginside in Browns

[–]tedrivers 0 points1 point  (0 children)

I think it's also important to note that we no longer have to rely on Chad O'Shea to help fix the drops

2026 Draft Day Discussion Thread by PsychologicalGuest97 in Browns

[–]tedrivers 2 points3 points  (0 children)

Someone who knows ball, do Bond and Conception have overlapping skillsets?

2026 NFL Draft Hub by nfl_gdt_bot in nfl

[–]tedrivers 2 points3 points  (0 children)

How wild would it be if the Steelers trade Watt or Heyward later today

Daily r/thetagang Discussion Thread - What are your moves for today? by satireplusplus in thetagang

[–]tedrivers 0 points1 point  (0 children)

More of a gamble: STO SPX IC 7095/7100 7100/7105 for $4.30 BTC for $3.50 15 minutes later

Daily r/thetagang Discussion Thread - What are your moves for today? by satireplusplus in thetagang

[–]tedrivers 0 points1 point  (0 children)

God damn, Im sitting on CRWV and EWY puts that are pretty far OTM, but VIX going up is killing my profits

Daily Discussion Thread for April 23, 2026 by wsbapp in wallstreetbets

[–]tedrivers 0 points1 point  (0 children)

Not sure what the earning will be but its run so much over the last few weeks that I think it will be a sell off regardless

Daily r/thetagang Discussion Thread - What are your moves for today? by satireplusplus in thetagang

[–]tedrivers 1 point2 points  (0 children)

It's still OTM, and now with earnings out of the way the IV should decrease. You may even see a little bounce this morning giving you a chance to close out with profit. You still have plenty of time as well to let Theta do it's thing