• OptionsDeltaOptionsDelta
      ·00:27

      Both Sides Watching From the Sidelines

      $NVDA$ Tuesday's put flow suggests the panic has cooled — at least for this week. But institutions aren't letting their guard down. 40k of the March 20th 170 puts were bought to open $NVDA 20260320 170.0 PUT$ . If oil's reaction is any guide, we're likely in for the scenario I laid out yesterday: chop into triple witching. So NVDA grinds 180–190 into next week. $USO$ USO saw big blocks in puts — mostly longer-dated. Two strike buckets: 100 and 90. Means the market sees a stalemate near-term. Probability of a major drop in the next two weeks? Low. $TSLA$ First medium-term bullish call in a while: 510 calls bought $TSLA 20260515 510.0 CALL$  — 15.9k contr
      2.39K1
      Report
      Both Sides Watching From the Sidelines
    • PinkspiderPinkspider
      ·03-11 22:28
      BREAKING: President Trump says the war with Iran will end "soon" because there is "practically nothing left to target," per Axios. Details include: 1. Israeli and US officials say they are preparing for "at least" 2 more weeks of strikes in Iran 2. "Little this and that... Any time I want it to end, it will end," Trump says 3. US received intelligence that suggests Iran has started laying mines in the Strait of Hormuz 4. Officials say it's unclear how many mines Iran has deployed Trump's war timeline puts us at the end of March.
      46Comment
      Report
    • BLESSKEEMUNBLESSKEEMUN
      ·03-11 21:03
      REX-INT -OIL CRISIS IMMINENT $Rex Intl (5WH.SG)$ IRAN ULTIMATE TARGET TO MAKE CRUDE OIL US$200. IRAN WAR: Iran Declares It's Objective & I've Been Saying This For 8-9 Days Now! Most people laughed. They said: "Robert, Iran is finished. Israel destroyed 80% of their air defenses. It's over." I said: Iran is not trying to WIN the war. Iran is trying to make winning TOO EXPENSIVE. Those are two completely different games. And most people still don't understand the difference. Iran is not fighting a military war anymore. Iran is fighting an ECONOMIC war. Their target is not a military base. Not a warship. Not even Israel. (Not literally, they do those targets but I'm talking about the objective here - meaning what will a win look like for Iran) Their target is the price of oil. Iran's IRGC
      29Comment
      Report
    • OptionsDeltaOptionsDelta
      ·00:27

      Both Sides Watching From the Sidelines

      $NVDA$ Tuesday's put flow suggests the panic has cooled — at least for this week. But institutions aren't letting their guard down. 40k of the March 20th 170 puts were bought to open $NVDA 20260320 170.0 PUT$ . If oil's reaction is any guide, we're likely in for the scenario I laid out yesterday: chop into triple witching. So NVDA grinds 180–190 into next week. $USO$ USO saw big blocks in puts — mostly longer-dated. Two strike buckets: 100 and 90. Means the market sees a stalemate near-term. Probability of a major drop in the next two weeks? Low. $TSLA$ First medium-term bullish call in a while: 510 calls bought $TSLA 20260515 510.0 CALL$  — 15.9k contr
      2.39K1
      Report
      Both Sides Watching From the Sidelines
    • BLESSKEEMUNBLESSKEEMUN
      ·03-11 21:03
      REX-INT -OIL CRISIS IMMINENT $Rex Intl (5WH.SG)$ IRAN ULTIMATE TARGET TO MAKE CRUDE OIL US$200. IRAN WAR: Iran Declares It's Objective & I've Been Saying This For 8-9 Days Now! Most people laughed. They said: "Robert, Iran is finished. Israel destroyed 80% of their air defenses. It's over." I said: Iran is not trying to WIN the war. Iran is trying to make winning TOO EXPENSIVE. Those are two completely different games. And most people still don't understand the difference. Iran is not fighting a military war anymore. Iran is fighting an ECONOMIC war. Their target is not a military base. Not a warship. Not even Israel. (Not literally, they do those targets but I'm talking about the objective here - meaning what will a win look like for Iran) Their target is the price of oil. Iran's IRGC
      29Comment
      Report
    • PinkspiderPinkspider
      ·03-11 22:28
      BREAKING: President Trump says the war with Iran will end "soon" because there is "practically nothing left to target," per Axios. Details include: 1. Israeli and US officials say they are preparing for "at least" 2 more weeks of strikes in Iran 2. "Little this and that... Any time I want it to end, it will end," Trump says 3. US received intelligence that suggests Iran has started laying mines in the Strait of Hormuz 4. Officials say it's unclear how many mines Iran has deployed Trump's war timeline puts us at the end of March.
      46Comment
      Report