The Salty Doc

This is about right. Business plan forward earnings doesn’t make sense for this PE. Add this to the list with $AAPL and $WMT.

Creating useless problems to solve useless problems. That’s a good 75% of “compute demand”

There will be a retest this week on Huang rumors, earnings speculation, then a GTFO moment for everyone but anyone on here.

Always tests one more level lower/higher than what your reputation depends on. Sweeps the other direction and then plans for the big move. Keep it objective. 2022 lows incoming.

Stop gambling. Stop watching this weekend trash from people that love peggings.

HL liquidity sweep in one direction has usually resulted in a “gap fill” and then some

When your employer starts nickel and diming, it’s time to get out. This is the tip of the iceberg and you’re likely being word to death -Meal reimbursement from $100 to $75 -Won’t pay for new state licensing for new places they want to send you these costs are in the hundreds of dollars per year -Stricter travel booking rules including a decrease in maximum hotel rate They’re likely working you harder and harder and you’re not realizing it. Depending what industry you’re in, this can accumulate tail risk.

AI so far in my job… -AI Scribes are giving me absolutely shit notes. I don’t need an essay of the ramblings of a patient in cognitive decline. It’s clutter and it’s a liability. A 3 page essay tells me less than 2 direct lines. Less is more. Mid level providers need to understand this as well. -AI radiology reads that are grossly erroneous and obvious so even to a layman. These haven’t gotten better over the years. In fact, every one of them requires a human read and we find errors on a daily basis even in small sample sizes. When something is off from normal human physiology (such as in an actual medical problem), it’s often not sure what it’s looking at. -Summarizing research (OpenEvidence.com for example) is somewhat useful. Not sure it’s any better than expert written articles on UpToDate.com or similar resources. Very prone to giving information out of context and void of an expert’s spin. Not everything is proven in research since humans have had a finite time to synthesize studies. -Patients showing up with completely out of context responses from LLMs that were asked incorrect questions. No, that abdominal pain isn’t cancer. No, you don’t have to go to the emergency room based off of what an AI said after you asked it a question you didn’t even know how to frame or what that body part is.

ES is selling off the 20 and 100 day SMA’s. It closed the curb session below the 5/9/20/50/100 SMA’s. Since the ground stop is resolved and there’s BTFD fomo on NVDA, I suspect one of these levels will try to get hit from below on Sunday night or Monday AM. The 200 day is far below without clear support until that level. 11/20 AM positioning is more difficult to frame at the moment but there’s definitely a discord between the AM and PM exp that can give some clues. Likely volatility crush on NVDA earnings. I’ll have some time this weekend to chart some of these key levels and how they correlate to current positioning.

1. 10hr road trip 2. Wait for the ground stop to lift (hah)

Anyone looking at the Dec OPEX 7k flock of puts?