Joe Kunkle

$QNT flying here up 17% x.com/OptionsHawk/status/20875…

$DOCN Nice to have bought that dip! x.com/OptionsHawk/status/20875…

$CRWV should keep earnings drift going, bull put spreads we opened prob. expire full profit, but bought back just in case of anything crazy Was underwater on them for a bit, monster comeback W

$BE big pop, those 1K Oct. 200 short puts did open yesterday

$CBRS calls +50%, will keep some runners but locking in a profit

How did this work out! $EWY big rebound continues with low happening right on rising 200-MA x.com/OptionsHawk/status/20875…

$SMH continues to march higher after YTD VWAP test held perfectly x.com/OptionsHawk/status/20875…

$NBIS powering higher on earnings, held the rising 200-MA to the tick x.com/OptionsHawk/status/20875…

🤣🤣 Burry getting run over in his shorts, let alone the opportunity cost of missing the greatest trade of a generation (AI Infra) is now taking shots at Berkshire

$CAVA +17.5%...lucky x.com/OptionsHawk/status/20875…

ETF Contract Largest OI Change D/D x.com/OptionsHawk/status/20875…

$NBIS beats on EPS and Revenues - Demand for AI capacity continues to grow exponentially, and we are converting that demand into contracted, profitable growth. We closed four landmark deals for our AI cloud business, for an average total contract value (TCV) of more than $1 billion each, and a yield of $20-25 million per megawatt.  TCV of Q2 wins grew nearly 4x quarter-over-quarter, with TCV from new customers growing more than 9x. New pricing initiatives in early Q3 — such as our first-ever auction and short-term capacity deals — are showing promise. We see a price opportunity in the $40-50 million per MW range and we signed our first one this week. Overall deal economics strengthened, with 70% of deals including prepayments, covering 50-60% of the associated capex.  We could sell our entire 2027 capacity on these terms today. We are deliberately not doing so because we see higher value in retaining some capacity for immediate customer needs. We continue to secure power ahead of our expectations, and today we are raising our year-end contracted power target again to 5 GW.  The pace in which we bring capacity to market will accelerate as we plan to deploy more than 1 GW per year — and we plan to do so starting in 2027.  Inference workloads on Token Factory more than tripled in Q2, increasingly running on open models. Q2 group revenue of $582.3 million, was up 454% year-over-year. Nebius AI cloud revenue grew 514% yearover-year to $575 million, ARR reached $3.0 billion. We also continued to demonstrate the operating leverage inherent in our business: our AI cloud business delivered an adjusted EBITDA margin of 50% in the quarter. We expect over $9 billion in customer prepayments in 2026. We are reaffirming our full-year 2026 guidance across all metrics.

And much more now!

What has happened to Skenes?

This was a fun one to write, always wanted to look more into this biz, wild to me can own it at pre-earnings levels x.com/OptionsHawk/status/20873…

$SMCI was all bull into the print as well x.com/OptionsHawk/status/20872…

Hawk App alerted me to the $CRWV 3K Dec. 87.5 synthetic longs 25 minutes before the bell well done, well done x.com/OptionsHawk/status/20872…

$CRWV trade x.com/OptionsHawk/status/20872…

$ATRO strong numbers, always liked that small cap Aero name

Hello again, old friend $MELI x.com/OptionsHawk/status/20872…

Rams one of the SB favorites despite throwing their 1st rd pick straight into the dumpster is wild

Drew on fire!

Substation does not miss

Uranium (URA) opening sale 1000 deep ITM Jan. 2028 $60 puts $18.90

I called JJ McCarthy as bust from the day he was drafted, and in his time playing he was downright terrible, even worse, unlike most young QBs he was handed an incredible QB-whisperer coach and amazing supporting cast With that said, Kyler Murray is not a NFL-caliber starting QB either, trade JJ somewhere please