bop bop bop 🇺🇦 @optionalmonkey

in my lane. eating bananas Joined February 2026

Tweets

139
Followers

102
Following

617
Likes

7K

bop bop bop 🇺🇦 @optionalmonkey

4 days ago

@tradertheory X

0 0 0 13 0

View Details

retardedinvestor @retard3dinvst0r

4 days ago

Can we stop calling it a dead cat bounce and start calling it a goytrap already?

17 9 188 9K 6

View Details

kuno @kunoo

5 days ago

Real 😂

162 586 9K 398K 445

View Details

if you're wondering why the 10-year is down today even though CPI had a horrible print...which should be causing yields to go up because that means we have a higher chance of a rate hike due to more inflation... i *think* it's because the bond market wants to see the stock market go down. and not just stocks, but AI/semi/capex stocks in particular. the theory i've had over the past couple of weeks is that as we see more issuance of corporate debt in order to fuel capex...that is obviously competing with the long end of the curve for US treasuries i mean, one can even argue that bond yields we're going to go up regardless of the oil issues because those yields simply couldn't stay at 4% if meta/google/amzn/msft were offering 6-7% on their corporate debt so the obvious answer now could be for there to be LESS competition with the US 10-year...but the only way for that to happen is for their to be lower-yielding debt from the hyperscalers that are issuing bonds to fuel their capex spend well...the only way that happens is if the capex stops, slows down, or the cost to build these datacenters drop so that the borrowing costs drop which is why we have seen yields RISE every day over the past few weeks when semis go up and we are seeing them go down when semis go down...it's like the credit market is saying "we will only buy bonds if you guys stop buying semis" this doesn't mean that stocks writ-large have to go down, but it does mean that the credit markets are asking for something to break in the equity markets and its like they want semis to be the main culprit. if semis keep going to the moon, cool, but then so will yields and then maybe a 6% 10-year is what breaks everything? not sure if this theory is right but the objectively true part is the competition between US corp debt and treasuries, if all that corp debt is going to buy semis then when semis go down, it makes sense for treasuries to go up the easiest way to get SOME relief here is for Trump to end the war so gas/energy comes down and puts relief on inflation...but today's CPI showed the opposite and yields STILL went down because semis got hit it's a very, very weird time to understand how the bond market is navigating the AI trade

194 158 2K 339K 779

View Details

bop bop bop 🇺🇦 @optionalmonkey

5 days ago

@801010athlete no, I would called the vet

0 0 0 136 0

View Details

Julian Komar @BlogJulianKomar

6 days ago

It took me 10 years to understand patience - and I am still working on it today 👇

12 64 398 17K 297

View Details

J trader @jtrader

6 days ago

You don't need to predict the market. You need to structure your risk so that probability works in your favor.

24 28 391 7K 43

View Details

bop bop bop 🇺🇦 @optionalmonkey

a week ago

@SwingtradingGod More like super bullshit!

0 0 0 12 0

View Details

bop bop bop 🇺🇦 @optionalmonkey

a week ago

@SwingtradingGod Sick

0 0 0 68 0

View Details

Luc @investingluc

2 weeks ago

Market just shrugged off the second biggest AI company in the world reporting rev $20B LESS than previously suggested. Bears were handed a gift-wrapped catalyst and didn’t really do much…so reminder: a market that refuses to drop on bad news is a market that wants to go higher.

50 5 300 26K 24

View Details

bop bop bop 🇺🇦 @optionalmonkey

a week ago

@StockOptionCole Where?

1 0 0 143 0

View Details

bop bop bop 🇺🇦 @optionalmonkey

a week ago

@Brownmoose 🫡

0 0 0 46 0

View Details

bop bop bop 🇺🇦 @optionalmonkey

a week ago

@CKCapitalxx

0 0 0 16 0

View Details

Pulse Capital @pulsecapitalx

2 weeks ago

$SIVE honestly the bullish bit isn’t “other laser names get a look.” Sivers only gets the Glasgow lasers online late 2027. right in the middle of the hole, not after. and they don’t even need CPO to win. pluggables, external lasers, arrays. if the big guy is allocating for years, this stops being a side bet. barely anyone owns it. PS: long $SIVE

Serenity @aleabitoreddit

2 weeks ago

$LITE CEO: "Next year with the advent of CPO and NPO in 2027, our estimates are that we'll be undershipping demand... By 70%. Literally 70%. So we can only supply 30%. And this has caught us by supply. By 2029-2030, we get to some level of balance." Source: Global Photonics

138 146 2K 540K 427

1 7 82 7K 13

View Details

bop bop bop 🇺🇦 @optionalmonkey

2 weeks ago

@JamesTrvdes +3%

1 0 0 46 0

View Details

bop bop bop 🇺🇦 @optionalmonkey

2 weeks ago

@otigart drop the AVGO, it's cleaner

0 0 0 28 0

View Details

bop bop bop 🇺🇦 @optionalmonkey

2 weeks ago

Let’s just close the stock market and give all the money to $MU stockholders

0 0 1 64 0

View Details

bop bop bop 🇺🇦 @optionalmonkey

2 weeks ago

@amitisinvesting @KrisPatel99 yes, AVGO is definitely not going anywhere

0 0 0 358 0

View Details

P Equity Research 📰 @pequityresearch

3 weeks ago

$MU: "we do not have line-of-sight to when supply and demand will return to balance."

6 13 181 25K 10

View Details

GEX Edge @GEXEdgeIO

4 weeks ago

3 days ago, $META options spiked 20,000% on MUSE news. The gamma squeezed turned $1000 into $200,000 in 1 day. The next GAMMA setup is on Oct 2 for this stock: