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Hedge

@HedgehogOptions

Staring at screens all day = lack of trust, conviction. 20+ yrs equity & options | Ex-banking & consulting | Receive the 8:00pm Briefing nightly (free)↓

 Toronto, Ontario
hedgehogoptions.com/#eightpm
Joined March 2016
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From $GOOGL’s earnings presentation deck You’d think when you’re about to report -9B in FCF the finance team would 0-scale the capex chart Capex is up ~2x Q/Q, portrayed as ~8x Either way craziness $SPY $SMH
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Putting more meat behind Shay’s great graphic AI ‘bubble’ down to a sub 25x fwd PE vs dot-com 190x $SPY $QQQ $SMH
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Shay Boloor (@StockSavvyShay) profile pictureShay Boloor
@StockSavvyShayNov 6
AI not a bubble.
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Hayesy – looking pretty gangster today @OverDrive1050 @HayesTSN #Leafs
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Good Lawd - Having Probert-Domi flashbacks RIP Probes #Leafs
TSN (@TSN_Sports) profile pictureTSN
@TSN_SportsNov 6
ARBER XHEKAJ SCORES A GOAL THEN GETS INTO A FIGHT ON THE NEXT FACEOFF 🥊🫨
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Memory prices $DRAM $MU $SPY
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Pretty clear either Susie Wiles or DJT need to resign. Let’s be honest. Both Get @JDVance in there now with @SecRubio as VP and immediately turn the corner on toxic ‘MAGA’ brand. The principles can stay. The brand goes 🗑️
Smirkley (@Smirkley) profile pictureSmirkley
@SmirkleyNov 5
Replying to @Smirkley
Same quadrant chart for voters 18-44.
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Jig is up for Jensen’s rule $SPY $GOOGL $MSFT
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$SMH ~470 would be ideal low before Anthropic Bottom of wider channel Ready for 3x leverage if we see it $SPY
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$GOOGL has room and clearance to cut Capex by $100B+ now into 2027 $SPY
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Byron has his hands full @GovRonDeSantis @RubinReport #Florida
🤖 Made with AI
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They are piling on DJT today Good to see though $SPY $WTI
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Anyone asking whether heavy Gen Z betting = heavy Gen Z directional voting? Maybe time to take a look at prediction market insanity @GovRonDeSantis @SecRubio
Kalshi (@Kalshi) profile pictureKalshi
@KalshiNov 4
The favorite on Kalshi won 479 of 487 midterm races so far. That’s 98%, forecasted before a single vote was counted. The markets beat the polls and the models. The data 🧵
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Oil peaks 2 days before election, now down another 6% Ds are bringing down prices already 🙈
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Absolute madness
SportsCenter (@SportsCenter) profile pictureSportsCenter
@SportsCenterNov 4
THE JETS JUST RECORDED THE LATEST FOUR-GOAL COMEBACK WIN IN NHL HISTORY 🔥 THEY WERE DOWN 4-0 WITH JUST 2:40 LEFT IN REGULATION 😱
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Hedge retweeted
TSN (@TSN_Sports) profile picture
TSN
@TSN_SportsNov 4
XHEKAJ 👊 BAUER 👀 WHAT A FIGHT‼️ #Habs
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52 wk high for Mouse House 119-124 battleground $DIS @mmontuori @gatortebowfan15
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Well said Brian Disgraceful comments about Abbott
Brian Lilley (@brianlilley) profile pictureBrian Lilley
@brianlilleyNov 4
Trump is now calling Greg Abbott a RINO, Republican in Name Only. That's not a label that should ever apply to Abbott. The Republican Party is about to start changing after today.
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Now Trump wants to work with Congress
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There was some good news last night
Leafs Papi (@LeafsPapi_) profile pictureLeafs Papi
@LeafsPapi_Nov 4
THE MONTREAL CANADIENS WERE WINNING 4-0 WITH 2:39 LEFT IN THE 3RD PERIOD. THEY JUST LOST IN OVERTIME LMAOOOO HOLY FK 💀💀💀💀
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No surprise @GovRonDeSantis gets it He understands that a successful 2028 means a divorce from Trumpism #RubioDeSantis
Clash Report (@clashreport) profile pictureClash Report
@clashreportNov 3
Florida Governor Ron DeSantis: Some of these Republicans are saying, "Oh, well, the gas, don't worry. It's no big deal." Or they're trying to blame Biden. No, no. Listen, we've just got to be honest. Gas is higher. It hurts people, working-class people, and it's higher because of the Iran conflict. That's just the fact. If you can't admit that to voters, then you're gaslighting them, and they're not going to listen to you on other things.
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