Private Wealth | Licensed Options Specialist TD Bank '05 | Award Winning Inc. 50 CEO | Free Options Trading Book➡️ https://t.co/ICsOiveINR
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Dec 28, 2024 • 9 tweets • 3 min read
How Quantum computing could revolutionize AI and why you want long portfolio investment exposure to Quantum Computing stocks 🧵
1. Faster Upgrades (Processing of Large Datasets)
Quantum computers could process the massive datasets used to train LLMs (such as @grok or ChatGPT) much faster due to their ability to perform operations on many data points simultaneously through superposition.
This could dramatically reduce training times from weeks or months to potentially hours or days, allowing for more frequent updates and iterations of models.
In short, the rate at which systems like @xai or @Grok could improve would increase dramatically. That would generate heavy demand from all existing AI LLM players.2. Quantum Computer Producers are Insulated From Competition ( $GOOGL being one such name )
Like most businesses, production and manufacturing is critical. That puts companies on somewhat of an island for those who are leading in the development and production of Quantum computing. $GOOGL is one major name in the marketplace. This isn't a simple process that can be replicated overnight. There won't be any TEMU quantum computers popping up. Similar to what we see with $NVDA and a handful of other players ( $TSM and company) in the semiconductor space who produces GPUs.
Jun 6, 2024 • 4 tweets • 4 min read
JOBS REPORT BOMBSHELL: BLS report suggests Non Farms jobs inflated by apx +720,000 in 2023
- QCEW (Quarterly Census of Employment & Wages) report suggests Non Farm reports were inflated / overestimated by an average of 60,000 per month.
Breakdown:
- The QCEW is reported by quarterly and collects data directly from payrolls. It covers 95% of all US jobs and is collected from 12 million establishments.
- The Non Farm report, on the other hand, is produced monthly. It comes through a "survey" of apx 120,000 establishments. Moreover, it is a survey so it depends on a response rate which has frequently been under 50% of late.
TLDR: QWEC comes from payroll, unemployment insurance tax records info of 12 million establishments (establishment meaning businesses, government). Non Farm is a survey from apx 120,000 establishments.
I published a report earlier this year showing how all non farms reports in a 7 month period were later revised down. This new data aligns with that report and the QWEC is part of what contributes to said revisions as non Farm jobs reports seem to reconcile with QWEC.
A very fair question at this point would be, why after so many consecutive, heavy, revisions down would the Non Farm jobs would not begin adjusting numbers in advance based on QWEC trends vs publishing a hot headline number then revising down later. One could argue methodology. Perhaps the BLS will shed light on that at some point...
Sources:
(RAW data and data tables)
Bloomberg
To any accounts interested or financial outlets, this is worth sharing - feel free to do so and use this data as you wish. No need to credit or retweet this post if not desired. More important information be shared. Feel free to visit sources to verify data @zerohedge @unusual_whales @MSNBC #stockmarketsBLS.gov BLS.gov BLS.gov bls.gov/web/cewdat.sup… bloomberg.com/news/articles/…
Two of my previous reports:
- Showing that jobs were consecutively revised down after the fact
- Showing that National Data did not align with state level data
🤝
Markets are surprising pre debt ceiling, entries are a bit more conservative this week. Respect risk, its 0 DTE on weeklies. Be strategic, no casino YOLO non sense. Flow via… twitter.com/i/web/status/1…
$AAPL hovering near all time highs is more than over extended.
Jan 9, 2023 • 6 tweets • 3 min read
1/9/23 Options Trading Watchlist ✅
$AAPL 125-127p < 133.25
$PYPL 78/80c > $73.55
Conservative start to a data heavy week. Strikes on $AAPL are a range. May adjust, always see 🧵for new ideas. Flow via unusual whales. Please view all imgs! #stocks#optionstrading
No momentum entry ideas yet but watching $AAPL for a possible momentum for a stall to the upside or sooner breakdown.
Dec 23, 2022 • 4 tweets • 2 min read
🚨Want My Technical Analysis?
- I'm often asked how my callouts are so accurate so often.
- Want charting and technical education in the future?
➡️Note: I do NOT use TA in a silo. That's non sense. But multiple data pts including TA = accuracy!
Will make adjustments in thread or add momentum entry points. Trade strategically & respect risk! Flow via Unusual Whales. See all images #optionstrading#StocksToBuy
About momentum entries. If you generally struggle or are newer, these may be more difficult to execute.
Consider hanging back or just watching vs executing any scalp or momentum entry. Don't just enter because its an idea that triggers.
Always be protective first!
Dec 20, 2022 • 4 tweets • 1 min read
$META idea - move stops to break even.
Play the upside, protect from the down.
If no breakdown here, stop at break even but protect capital.
Generally the approach anyhow as $META moved up 10%
Its sitting near break even now. Maybe 0.01 ahead. I just like the idea of staying tight, keeping risk low.
Take the wins, don't expose to downside when not a good risk equation.
Trade strategically always & respect risk, never YOLO. Will add momentum ideas in thread as we go. Flow data via Unusual Whales. Pls see all imgs below! #optionstrading#stocks
Momentum entry additions are likely. I'll post in thread then retweet.
Dec 19, 2022 • 5 tweets • 2 min read
12/19/22 Options Trading Watchlist ✅
$AMZN 85/86p < $89.2
$META 113/114p < $119.8
As always, size and trade strategically. Respect risk at all times. Mind spreads. Flow data via Unusual Whales. Please see all images below. #optionstrading#stocks
$META 110p < $116.65 scalp momentum entry
Nov 16, 2022 • 4 tweets • 2 min read
11/16/22 Options Trading Watchlist 🤑
$MSFT 235p < $243.65
$PYPL 92.5/93c > $89.85
Mind strikes and spreads. $PYPL may move quickly. Always respect & mitigate risk. Don't YOLO trade. Flow via Unusual Whales. Will try to update as time permits. #stockstowatch#optionbuying
I don't like to chase price or wider spreads.
Set a bid. It fills, great. If not, np.
Oct 24, 2022 • 4 tweets • 2 min read
US Credit Card Debt Hits Record High of $930 Billion with Rising Delinquency Rates😱
➡️$870b was former high during '08 financial crisis
➡️Consumer savings projected to be down 90% from 6.5 Trillion to 650 Billion