Paint me like one of your french ETF's
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Post Holdings Inc

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Dealer Positioning: 6) NOPE (Net Options Pricing Effect) on Friday was 22x the 30-day median and accelerated through the day instead of fading. 7) Cumulative net delta: +15.37M shares-equivalent means dealers must hold ~$147M of long stock to be neutral. Firday directionalized. Gamma Exposure of: -$3.99M and today's flow created NEW short-gamma exposure for dealers 8) Monday 5/4 Gamma Cliff - 5/1 held 53% of gamma exposure. Monday morning starts with chain gamma at ~$2.9M vs Friday's ~$6.2M which dealer hedging requirements halved overnight, allowing the same news to move price more dramatically. 9) Smart money rolling from 5/15 to 6/18 straddle (likely for potential IV post earnings) 10) Max-Pain Asymmetry: 6/18 at $10 - institutional positioning Volatility: 11) On 5/15 expiry at the 0.15 delta point, put IV minus call IV reads -0.27, meaning far-OTM calls are priced at 27 vol points over equivalent distance puts. SOUN's tail call-skew reversal is the structural footprint of persistent retail call demand. 12) Volatility of Vol (VOV) - 97th percentile of its 1-year range 13) Front-month IV (5/8, 7 DTE): ~170%. 240-day IV (~01/2027): ~90%. The ~80 vol-point spread is the steepest backwardation observable in the visible window. 14) SOUN exhibits IV smile, both tails are bid up to roughly equal IVs (~2.0 at 4P, ~1.8 at 16C, ATM ~1.25). Confirms retail call demand has been so persistent that OTM call IV has matched the natural put-protection bid. Position: 5/15 Call Options going into earnings (Watching to sell before earnings based on price movement) 6/18 Call Options (Watching to buy after earnings from IV crush based on price movement)
my hope this post was fake but i know better T\_T
Bet it didn't feel good through that 60%+ drawdown months after your post 😅
Currently typing out a post, but at a 30 PE MSFT should be trading between 525-550 throughout the rest of the year ... I'm just going to include this here, since I can't post as I don't have a position in MSFT **Price Targets** | q | diluted eps | ttm x 25 pe | ttm x 30 PE | | :-: | :-: | :-: | :-: | :-: | | q1 '26 | 4.27 | 393.63 | **472.36** | | q2 '26 | **4.37** | 437.63 | **525.15** | | q3 '26 | **4.56** | 458.71 | **550.46** | | q4 '26 | **4.75** | 448.64 | **538.36** |
this post certainly cleared the bar for the YOLO flair. Well done, godspeed!
How many times do we gonna post about this fucking shit
Thanks for your post. I am hyped as f…..
Damn, I remember a post from a few months ago of a guy full porting Lululemon
lol I bought this stock because of nana boys DD post and luckily didn’t panic sell that shit hope that dudes doing alright
Anymore? This has been the American way for at least 40-50 years. Those who were heads of household or older children in the Great Depression stopped being in the financial driver's seat in the 60's and 70's, and their children and grandchildren who mistook post-WW2 prosperity for third world deprivation decided that spending like there was *literally* no tomorrow was their birthright and prerogative.
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