Israel leaders have no religious convictions

and will keep blasting away despite

foolish ideas of a short break...

Oil price is getting support now from

war mongering and does appear most

likely needed to support the price in

this trading range...

Union Bosses for dock workers are

probably loaded with shorts for oil

and the rest of the market...

Biden talks like he is getting a kick

back from lemonade stand vendors

that sell short positions...job killer joe...


Bot some VTLE before close around

27.50ish, then sold a call on those

shares at 27.50 for Friday,18th,, locks

in about 5.5% return on those shares

if they get exercised...

Did that sell to bring you some luck...

You should sell a call on SMCI to

return that favor for some good luck...

in the morning is likely time to Buy a

Put on nvda to gamble on reducing

your loss from sold call riding...wag...

don't sell put or sell call if you want to

make sure you keep shares in companies...

buy put or call to speculate on price moves...


so we watch...LJ

SMCI could double in a few hours on

good 1st quarter results release if

it comes at the same time as the

10K filing...

SMCI is stupid cheap, holders have to

be silly now if they have sold any

calls so very cheap until 10K filing...

It is a nutty situation and doesn't favor

bears positions in any way,,,other than

keeping them stressed if still short...

We still holding a put everyday in case

reuter puter wants to pop out another

DOJ news release for bears...

NVDA should be about due a DOJ

update from reuter puter for bears too...


so we watch...LJ

heck with biden unions...Time to hire replacements

for union dock workers with demands

from a future galaxy...

You need more automation in ports to

provide safer work spaces...

Time to Bust an inflationary Union...


So we watch...LJ

Biden DOJ is all over Ai and tech

companies in investigations...

https://www.politico.com/news/2024/06/06/federal-antitrust-probes-nvidia-microsoft-openai-00161973

SMCI getting railed on by DOJ was

coming regardless of anything else

because they are the leader in the

hard systems for Ai early on...

Democratic hand wringers on wally street

playing for short attack gains can kiss

all the shareholder's arses...

Smarter peons that have funds are buying

the short attack manipulation pricing...

Over 19% of SMCI float was held short

on 09/13/2024...

https://finance.yahoo.com/quote/SMCI/key-statistics/

Had to be big money players involved in

short attack conspiracy to be so short...

peon thesis on this, as always...


so we watch...LJ

Tower, this is Ghost Rider requesting a flyby...

at 48, you can make a 20% return

on a buy around 40...

so we watch...LJ

SMCI seems real cheap comparing chart pricing

to past revenue...

$30 or so pricing when company annual

revenue was in area comparable to

quarterly revenue guidance now...

give or take a little on that estimate...

but around 4 times revenue for about

$10 per share more seems cheap...

https://www.barchart.com/stocks/quotes/SMCI/interactive-chart

SMCI posted about 7.1 billion revenue

for year end 06/30/2023...

Guidance is for $6 billion to $7 billion

revenue in quarter just completed

which was 1st quarter, 2025...

If we wait to see that get verified, then

the price could double in minutes after

that type new disclosure...

The two index funds having traders in

this when the short attackS started is

a big reason for the price sell off...

just some peon logic in this thesis,

for what it is or isn't worth...


so we watch...LJ

Figured gulf storm coming triggered oil price

rally on Tuesday, but headliners blamed

it on fighting overseas...

heck, they fight over there every day...

Well, let's review this history of Democrats...

electric, electric, buy this, buy that...

After the deadly storms folks need fuel,

aka, gasoline or diesel, to clean up,

and then to haul in new parts to build

new windmills and erect new solar panels...


https://www.barchart.com/futures/energies

so we watch...LJ

SMCI, did you top $6 billion revenue in

1st quarter of 2025?...

Or did you top guidance on top end

over $7 billion revenue to rival all the

revenue generated in 2023?...

Throw us peons a crumb...


So we watch...LJ

U.S. has folks in desperation in six states,

so let's tell Iran what to do...

Houthis hit an oil tanker and a

shipping vessel...no flags of warning

come before they strike...

Trump needs to get in and pull all the

U.S. assets as far away from Israel

as possible before half the Muslim

population over there invade Israel...

Very, very serious manipulation to a

serious situation ahead overseas, Imo...


so we watch...LJ

Bad Karma, Israel killed 95 in Lebanon

in a day on next war front...

https://www.aljazeera.com/news/liveblog/2024/10/1/israel-attacks-lebanon-live-israelis-launch-ground-operation-in-lebanon

U.S. funding to Israel has resulted in

Gaza being levelled to the ground in

many, many areas...

Now U.S. funding backs a war front

going into Lebanon...

Seeing entire towns in the U.S. swept

away by flooding from the wrath of Mother

Nature shouldn't be surprising with Bad

Karma being the choice of leadership...

Tried to find the AP link about the daily

and recent attacks to post that...

Money Train Media needs an ad boycott

to wake them up to civil Plights...

If it ain't right, it just ain't right...


So we watch...LJ

have SMCI, so can't talk about other

folk's decisions...

Fed up with doing everything wrong

this year...

ole R C mower muffler fell off at

20 hours in service this weekend...

Don't think that I bot a pos, but sho

got a lemon to coddle to keep it

in service after every use...

somebeech needs an exorcism...


so we watch...LJ

Unsettled weather moving into gulf around

mid week and for a week or so

after that...

Nothing that models can really get

a grip on yet...

There is nothing too cool now about the

gulf water holding anything back...

Will all depend on weather patterns...

Taking the over on rain for Florida around

next Monday looks like a decent bet...


so we watch...LJ

Us rednecks have to locate new land markers

after storms to give directions...

You know that big oak tree in that

field on right about a mile out of town?...

Yeah, ya turn left on the road just after

ya'll pass it,,,

and then it's the first driveway on right...

you can't miss us,,,

well, what's the road number?...

just told ya, 1st road on left after the

big oak tree, and 1st driveway...

put 1 in ya gps...


so we watch...LJ

System behind area tagged to be watched

now already has good spin and is

south of Dominican Republic and P.Rico...

That area already has spin and is pulling in

dry air at this time...

As it moves west in Caribbean it will

enter areas of higher moisture...

This is more likely the actual area that

models are picking up on to develop...


so we watch...LJ

Still open for debate on whether another

formation comes from Caribbean...

the wind patterns aren't supposed to

be as favorable for quick development...

any more rain coming to any already

affected areas would add insult to

injury now though...

DOT says that western North Carolina

roads are almost non-existent now...

may resemble Gaza destruction now...


Pet peeve...storm surge videos don't do

justice to what happens,,,there should be

side by side videos of unaffected and the

areas affected being affected by storm surge

to see how the changes are evolving...


so we watch...LJ

Downright ugly, over 3 million power outages

still out there on Saturday...

https://poweroutage.us/

so we watch...LJ

Two wrongs don't make a right in

the same week on back to back

days from same source...

https://stocktwits.com/Laynester/message/587437845

https://www.wsj.com/business/energy-oil/oil-price-expected-to-weaken-if-opec-hikes-supply-3686bcf1?mod=rss_markets_main

Very simple set up here for me...

Playing the opposite side of crowd

is my personal choice...

SMCI filing is an unknown right now...

Oil price looks cheap and now only about

1/2 daily world oil use is floating in storage

if large supply disruption happens...

This oil price theory ignores any sentiment

based on negative election year now...

It looks extremely dangerous for any oil

shorts now versus anytime...

peon thesis as always...

so we watch...LJ

hhhmmm, will try again...

sssshhh, it won't reach gulf till about

Wednesday or later,,,

and very unknown how it will

develop over time...

possible fish lingers in Atlantic now...

so we watch...LJ

NVDA and SMCI are leading into Ai frontier...

SMCI call option prices were very cheap Friday

for next week versus the norm...

Put option prices were juiced up...

Both of those pricing were due to big

price drop Thursday that flipped the

Algo treatment to set prices...

Which came very timely for any folks

buying calls before Tuesday, post split

pricing and price action ahead...

Gotta be flexible...

Oddly, DELL looked like an investigation

was launched on them Friday with that

price drop out of the blue...

Ole Op-ex Friday can be different...

Pricing can change quickly due to lower

money flow and no attorneys get to play

tag along then...

Devastating storm is likely blame and not

a gov't employee dropping by to ask for

audit paperwork before others get it...


So we watch...LJ

Git-R-Done...been a ruff week...

Getting out a well audited 10K filing

is the key...

while biz is great...

Wonder if auditors squeezed in a trip to

Taiwan to review things closer?...

none of them other bear tag lines can

eat any of them...

just folks making big money...

trip to the Cal beach and sight seeing of

the Golden Gate bridge could be squeezed

in after 5 pm daily quitting times...

some have ruf jobs...


so we watch...LJ

SMCI 25 to 27 billion revenue, $40/share, under

600 million shares out...

why split in a world of hate?...


power outages soared overnight and into

today along helene path and right side...

https://poweroutage.us/

Seems to have expanded to crisis mode

after so may outages started happening

north of Georgia...

That really stretches power company

resources to address outages...


So we watch...LJ

PR, added some on dump tirdday...

https://stocktwits.com/yojimbosan/message/587255699

cheaper than day before but that

didn't added any reassurance...

so we watch...LJ

Cheaper to buy a put out of the money

by $30 to $50 on a volatile mover

like SMCI tends to be...

510 put cost about $100 on Thursday

for the Friday expiration, but yielded

3 to 4,000 after exciting news release...

Sold call takes you out of the draft if

a big upturn day comes...

SMCI moves both ways regularly...

Playing calls and puts on weekly basis

saves on the high cost entry and can be

traded out of at anytime...

Later each week saves on cost or

on cost for the next week...

Very volatile, so leaving call or put

option profits on table is Gambling...

And after this rebound, the short attack

will hit it again just like they are doing

on NVDA on regular basis...

If you own SMCI, spend a $100 to hold

a put for insurance...

It won't make enough to rebuild, but you

can afford some makeup on bad days...

'the pig needs some lipstick'...


so we watch...LJ

Valdosta, Ga. was targeted by eyewall from Helene

after Perry, Fl. was passed over by eye

after it made landfall...

Douglas, Ga. now getting eye impacts...

Helene will likely vear slightly west some

from this point north...

All points in path of eye and on the

right side of eye are most vunerable...

Tallahassee, Fl. was on left of eye and points

in west Florida from there likely saw

more potential for wind damage...

Plenty of storm surge along west coast

of Florida won't start seeing relief until the

revolving bands below the eye move north...

If the eye passes over Macon, Ga. area then

Augusta is on right side of the storm...


so we watch...LJ

Helene keeps giving the appearance of going thru

an eyewall replacement before it

made landfall and seemed to be

trying to reform in the ocean...

Very odd to watch over past few hours...

Intensity might have been stated overly

high to get folks out of storm surge path...

For some reason higher wind speeds move

folks more than 10 feet to 20 feet wave

heights being produced...

The front that rained heavy in Georgia on

Wednesday stalled as it started interacting

with far north wind bands from Helene...

Where it would normally take 80 mph wind

speeds to devastate power grids changes...

Only 60 mph to 70 mph wind speeds may

cause extensive grid damage over the

heavily rained areas of Georgia...

An army of electrical workers and tree

support crews will likely be needed to

aid in the grid restoration process...

Generators burn more fuel in a day

than the average driver may burn in a

week of traveling normally...

Power crews work 15 hour days for every

day until power is restored, and their trucks

in group fleets run during that time also...

This potential restoration process ahead

may be a heavy fuel user...


So we watch...LJ

California needs to vote Republican for job security

with so much negative focus on

tech companies now...

It has total Appearance of attacks on

tech companies with Asian CEOs...

If you smell a little bit, it usually smells

worse when reviewing closer...

And it doesn't matter a flip to me about

job losses in California...

It is just the direct targeting that looks

so disgusting from current administration...

Vote them out and try to protect U.S.

jobs for folks...

I'm sticking with innocent until proven

guilty versus the bash them because

of hearsay until info is released...

A Fired employee turning whistleblower

isn't credible enough without evidence...

It would help if margins come in higher

if something did prove off a little...

There may be 1% to 2% of margin for 1st

and 2nd quarter alone from the accounting

for stock share bonuses passed out if

those bonuses needed to be rescinded...

It doesn't hurt to clean up, spit shine,

and double check things...

So we watch...LJ

Israel methodically killing off Gaza population

needs more funding...

So, netayu is in Washington, D.C.

to raise more war funds...

High stakes game of Lebanon getting

pummeled back in full swing too...

https://www.timesofisrael.com/abbas-in-un-speech-blasts-gaza-genocide-lays-out-12-point-day-after-plan/

U.S. Power brokers for War have created

at least 10 years of bad unrest ahead...


Give that Democratic War Party another

four years to phock up the world...

And Oil Price is Dirt Cheap in this very

destabilized time in the world...




so we watch...LJ

SMCI 8K filing confirms split coming Monday...

hearsay in the market is like

gossip in church...

turn the other cheek or wear ear muffs...

NVDA has rallied over 10% twice after

short blasts about DOJ investigation, and

approaching 20% rally this time after

false headlines were spread...


so we watch...LJ

SMCI 8K filing confirms Monday stock split...

so we watch...LJ

Sold INTC pump and HPE price pop up

too soon to buy more NOG before

the new gift pricing...

SMCI should rebound, so hodl till

Friday seems rationale...

so we watch...LJ

We are gonna need a sick bay around

here if they keep up all these

short attacks...

cheap arse gas will be unavailable up

to mid Georgia and northern Florida

where power gets knocked out...


when it rains it pours...


so we watch...LJ

Daily news designed for retest of bottom

support area around 390 before

potential split...

damn good job of it too...

so we watch...LJ

NOG .42/share dividend shows going ex 09/27...

https://finance.yahoo.com/quote/NOG/?ncid=yahooproperties_peoplealso_km0o32z3jzm

for those dividend capturers at home

keeping score...

short attack on oil makes the yield

bigger at today's price...


so we watch...LJ

That is why share owners hold puts to

sell today with the newest blast...

hard to leave it on the table though...

de split might be coming...

de 10K filing might be coming...

Biden DOJ trimmed 4 billion off the

SMCI market cap today at 387/share

at the current time...


So we watch...LJ

NVDA only has to implement a Contract Reward

Program to award shipments based on the

biggest client percentages over the past

year to counter the short attack offensive...


so we watch...LJ