Bugsbunnygg

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Today’s largest options trade is $SOXS
with over $280 million paid
$SOXS refers to the daily inverse three-times short position on the semiconductor industry
It may set the tone for this week’s trading
The market has fallen into a relatively one-sided defensive stance
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Important (Just In)
$MU MU shows a major options change
A large number of calls are being closed
Meanwhile, puts are rising across a wide range, climbing from 7m at the open to 70m
Extra attention is required to today’s overall storage-sector capital outflow and any “runway” risk
It may have a relatively significant impact on the overall storage market
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Okay okay okay okay, stop scolding me. I won't fud crcl anymore in the future.
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From my observation, this group in the crypto world likes to buy CRCL; they don't listen to anything else.
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People's tokens are extremely limited
Cherish your tokens
Don't waste a single bit
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The most important things this week are TLT, VIX, and gold.
The lead time for a market collapse.
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Looking back in the future, 2026 may just be a starting point on the long-term DRAM curve.
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In the capitalist world, when performance is good, companies distribute dividends to employees.
In the old Chinese company's world, employees are just a dumb dog.
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1. dram rising doesn’t require analyzing the reason—just like the sun rising isn’t because a rooster crowed.
2. You don’t need too much. 1,000 shares of dram is enough. In a person’s life, you actually don’t need that much wealth.
3. dram itself has no risk. The biggest risk is that you think it has risk—then you end up not being able to hold it.
4. Look at dram’s K-line chart a few years from now, and maybe the whole of 2025 will be just a straight line.
5. Flashing a supercar key isn’t as good as opening an app: you see, I’m in the dram heavy-position group.
6. There’s a mindset: t
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Regarding the potential market crash issue
There are signs to follow
Recently, TLT and Gold (20-year long-term bonds) both hit their largest gains since April
Today, VIX (S&P 500 volatility index) also saw a surge in bullish trading volume
These assets are all defensive assets and are where most hedge funds are currently invested
If VIX experiences a rapid spike in the short term, we should consider allocating some hedging positions
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The biggest problem in the market is
not buying enough, ran out of memory
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The U.S. stock market also has huge inside information
This morning, a big player bought $2.2 million worth of short-term call options on $INTC.
This afternoon, The Wall Street Journal released news of a partnership between Apple and Intel.
The stock price immediately soared, and the big player's options profit increased by +115%. In just a few hours, this big player has made over $2.5 million in profit.
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iren is fucking awesome, options liquidity is completely successful
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McDonald's Forever
$MCD
19:10:22
McDonald's (MCD.N) first-quarter global system sales increased by 11%.
19:09:38
McDonald's (MCD.N) Q1 2026 revenue is $6.52B, compared to $5.96 billion in the same period last year, with market expectations of $6.47B.
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The traditional encryption market will be further squeezed.
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Related to the crypto world:
How long has it been since you last heard the story of GLXY?
GLXY is about to shift its narrative in June, and the market will overlay the data center onto GLXY's original story $GLXY
Just now, a 3.3M ultra-in-the-money option was traded at the current price of 30.5, with a 20 call option expiring in 43 days
————————
April 2026 (just last week!): The first AI data hall was officially delivered to CoreWeave (most likely the reason for the big buy by major players in the screenshot)
By the end of Q2 2026 (before the end of June): Phase 1, with a total of 133MW, will
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Doubao charging means Doubao is about to spin off and go public
Profitability means it meets the listing requirements
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Nike has 10 million shares traded in dark pools, approximately $430 million.
Are you also planning to build a data center?
$NKE
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CRCL sees a large-scale short liquidation as shorts flee.
$CRCL
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META $META announces the acquisition of an AI robot company, expanding into humanoid robot technology research and development, with business operations extending from social media and the metaverse to the AI robot field.
Meta is once again involved in acquisitions, playing the game of buying.
It was discovered that the previous Manus acquisition was managed to make a good profit.
And they didn't spend their own money on the share distribution.
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