Pelosi bought Ali's billion dollar PUT, didn't she?

1

It all started last night.

I looked at the changes before going to bed and found that two short puts of TSMC had a total amount of about 2 million. If it's a bet on earnings, that's a lot, but if it's a bet on geopolitical instability, it's a child's play.

Such an important geopolitical event, the magnitude of capital must be ten million level start, and must be early layout, which have the day of the order?

Millions can only say meaning meaning, do a mood wave. Every time something happens to Taiwan, the usual $Taiwan Semiconductor Manufacturing(TSM)$ goes down and $GLOBALFOUNDRIES Inc.(GFS)$ goes up, I don't take it seriously and go to sleep.

2

When I got up in the morning, I saw some of my trader friends start to lay out empty orders, thinking about what I missed...

Capital magnitude is certainly ten million level start, and certainly early layout

My expression froze: There was a case.

Do you remember when I said something about the unusual options movement on the FOMC that day? It is clear that the market is dovish bullish from the expectation to the direction of the market, but I don't know why someone would spend tens of millions or even hundreds of millions of dollars to buy the forward depth of the PUT on the day.I was puzzled at the time. Now it seems that the relevant informed people used the FOMC to cover up orders. Such a huge move would have been reported and interpreted by the financial media in normal times, but on an important monetary policy announcement day, it would have been interpreted as a forward layout of interest rate hike expectations.

And can only be Ali, if replaced by TSMC, even on the FOMC day order will feel very out of place. TSMC suddenly added billions of short orders, everyone knew something was going wrong.

It wasn't just Alibaba that was put in the day, there were a lot of other U.S. stocks. Other stocks put short order is not so sure, but Ali put short order large probability is Pelosi to do.

Unlike the Russia-Ukraine conflict, only Putin knows if there will be a fight, but as far as I know Putin has no taste for buying options.

Only Ms. Pelosi and the people around her who set up the trip know, and from what I understand, Ms. Pelosi likes to buy options.

3

In the stock market like chess, we think that the purpose of the huge short order layout is for the FOMC, but it is just a smoke screen for the next move. The known information does not determine the direction, the unknown is the most critical.

As with yesterday's $Pinterest, Inc.(PINS)$ $earnings forecast, it can be concluded that this quarter is very bad and can be bearish.

But after the earnings announcement of the company to offer a big killing device acquisition expectations, the stock price rose instead of falling. As you can see, PINS options orders were almost all calls last night. Can't use smoke to cover up the fall, the later the better.

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  • JC888
    ·2022-08-03
    TOP
    Can I verify. Put screen shown is it option trade at Tiger only or worldwide grouped togethr? If its only Tiger scr then u never knw if its by Ms P's husband (she can't trade)  until SEC filing ya?
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    • LawrenceCW
      亲爱的你
      2022-08-03
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  • Khikho
    ·2022-08-03
    TOP
    而且只能是阿里,如果换成台积电,就算上FOMC天阶也会觉得很格格不入。台积电突然追加数十亿的短单,大家都知道出问题了。


    这一天不仅仅是阿里巴巴-SW,还有许多其他美国股票。其他股票做空就不那么肯定了,但阿里做空大概率是佩洛西做的。


    Agree[龇牙]
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  • JLSE
    ·2022-08-04
    👍👍👍//@StonkerLL: Mama Pelosi really a great punter 🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣💰💰💰💰💰💰💰💰💰
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    • Bel8680
      [smile] [smile] [smile]
      2022-08-24
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  • jat
    ·2022-08-04
    so much for her speech on democracy and all... it's jus other's  potential blood on the money she wields her power to get her hands on... sigh politicians
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  • KDL
    ·2022-08-04
    thanks for sharing
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    • limyb
      ok
      2022-08-11
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  • Mr Mooney
    ·2022-08-04
    before confirm Nancy landing to taiwan,many investors are start to short taiwan shares and foreign currency....everyone can short and bet the market. seem like nothing special
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  • Peter H
    ·2022-08-04
    好👌🏻
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  • SPGoh
    ·2022-08-04
    Thanks for insightful sharing
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  • Lewis Foong
    ·2022-08-04
    Well said
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  • RedpillBluep
    ·2022-08-04
    Very interesting article! Thanks for sharing the information and tips, I learned quite a bit today, much appreciated. [Happy] 👍
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  • Woobenny
    ·2022-08-04
    Greatest trader in US market 😂
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  • Chooer
    ·2022-08-04
    x [财迷] [财迷]
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  • ey79
    ·2022-08-04
    Nice share
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  • Philipoo
    ·2022-08-03
    Great! Like please
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    • kaite
      ok
      2022-08-03
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  • BlueDaisy
    ·2022-08-03
    She's another Donald Trump
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    • JC888
      Think she more tactical n far more skillful as a states person comparatively speaking. And she's still in the House long after he was out.. LOL oughta give credit for that, no? Whahaha
      2022-08-03
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  • 来真的
    ·2022-08-04
    Is it consider insider trade?
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  • WingCheong
    ·2022-08-04
    Thanks for sharing.
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  • MasterStonker
    ·2022-08-04

    Mama Pelosi really a great punter 🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣💰💰💰💰💰💰💰💰💰

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  • blue sky
    ·2022-08-04
    以佩洛西 的职位,会没有内幕消息吗?不发才奇怪
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  • greedycat
    ·2022-08-04
    like一个呗
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