@ojrenick: #AI bombshell just got dropped and the impact can be explained using #optionstrading + bond market #convexity! #longtok #options101

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Saturday 12 September 2026 23:59:06 GMT
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cetorres8
cetorres8 :
window sessions are a vibe bruh
2026-09-13 11:32:34
11
cart2113
cart :
very bullish on Cybersecurity
2026-09-13 04:04:59
5
enriq_adeli
Enrique Adelina :
wow! I’ve never seen you bearded
2026-09-13 04:19:16
1
duke.of.colorado
Duke ✝️ :
Awesome explanation, please do more window sessions 👏👏👏
2026-09-13 00:10:12
25
galacticmark
Markus N :
Refreshingly good take among a tsunami of bad takes on this one.
2026-09-15 11:59:28
3
djfeas001
djfeas001 :
me when a drawing on a window
2026-09-14 02:04:52
4
mrcatwantshismeal
mrcatwantshismeal :
No one reducing and fall behind another competitor. China will not slow down. American slows down and China will catch up and then move ahead.
2026-09-14 02:49:17
0
dc50000
DC5000 :
So the calls came down and the puts came up ……. Got it!! 😂😂
2026-09-13 05:31:21
3
14250chetlain
14250chetlain :
Dario is playing a political game of regulation capture. He is betting government regulation will step in and he will be the hero.
2026-09-13 01:44:01
0
eric185p
eric185p :
Wow I was locked in that whole time. Explanation was eye opening.
2026-09-13 04:17:30
3
userangel7731
angel :
Smart asf bro , like how you view it from a different perspective than the rest of us lol
2026-09-13 04:38:07
2
vvvrrr577
vrponocwguy :
Buddy, don’t sweat a lot! Even dummies could understand… They(Hyperscalers) have big questions about their investments . They just want to rethink investment decisions… l
2026-09-13 04:38:53
2
nonchalant402
NoNChalant :
ty bro
2026-09-13 20:43:50
2
simbathee
SIMBAAA :
With all the hype with the hyperscalers investing a lot of capital in ai with no foreseeable positive returns,do you think investors will start shifting their portfolios from those companies to the staples?
2026-09-13 04:03:39
1
diplo_canseco
Diplo_Canseco :
This is the same diagram I use to get myself to the gym 😎
2026-09-13 14:32:09
6
trickyrick13
trickyrick13 :
that was a nice signal to tell regulators to choke his competitors
2026-09-13 17:41:59
0
crystalpayne427
Crystal Payne :
obsessed with the windows sessions
2026-09-13 17:39:58
2
dignity.always.th
Dignity.Always.Thrives :
A lingering question is, are the Chinese thinking the same way about slowing ai development? If they are not, well… also, based what is floating around, for Dario/Sam/Elon warning=danger.
2026-09-13 14:52:42
0
mikeu760
MikeU :
Excellent
2026-09-13 14:06:31
2
ionizer5
ionizer :
isn't all this is saying is that events prior to decisions can impact the likelihood of the outcome? it's like if you eat a big breakfast and then a big lunch the likelihood you might be hungry for a big dinner decreases
2026-09-13 03:49:49
1
justjoshing93_
Josh :
full port puts
2026-09-13 00:43:14
3
simeonstala
Simeon Stala :
Watch us get a pause and we play out 79
2026-09-15 17:23:12
1
eltiguere31
Worth It Or Nah :
Interesting. How do you think companies like OpenAI saying they’re holding back on IPO this year impact outlook for the week?
2026-09-13 00:14:07
1
idkmywifiworks
idkmywifiworks :
Nice view
2026-09-13 02:37:04
2
bigboss.9898
Bigboss :
expecting further headwinds for Oracle then, with Ai slowdown and further regulations
2026-09-13 03:09:04
1
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