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littlejohn

11/06/24 10:26 PM

#15471 RE: bbotcs #15468

U.S. oil exports plunged by 1.4 million barrels/day

in weekly report for some reason...

https://ir.eia.gov/wpsr/overview.pdf

Wonder if a country stopped buying

U.S. oil exports?...

this is a post-election day report...

Elon hanging tight with next President should

be a little tell for oil investors to jump ship

before the waters get choppy...peon thesis...


so we watch...LJ
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littlejohn

11/07/24 2:36 AM

#15474 RE: bbotcs #15468

Election results proved to be surprising...

OK, the SMCI option action appeared

to move to heavy buying on calls

on Wednesday with price drop...

30, 35, and 40 call volume for this

Friday saw extra heavy volume...

It shouldn't have been sold action

because the option prices plummeted

at open with the lower share price...

The action was on buying that would

need a price near those price marks

to get ITM by Friday...

Also had some similar activity at same

prices for the next week ahead...

Implies same possible expectation of a

price move by this Friday...

Could be nothing to it, but wanted to

mention it just in case...

In reverse, they drove option prices sky

high into Tuesday close, before the price

drop on Wednesday...

Will they be consistent?...

NVDA moves to DOW on Friday as some

back lighting on this activity...

so we watch...LJ