Doing H&S the Right Way
This Week’s Focal Point
Seven Fated Options
Below are the seven underlying equities against which I own options. My options are all in the money and expire many months from now, so there’s tons of time for them to get fat.

IPOs Will End This
I’ll say this right from the get-go: the SpaceX IPO should be exceptional for the Knight family. Through a quite queer and peculiar set of circumstances, that’s just the way it is. So, I’m excited about IPO day, which is slated for June 12th under the ticker SPCX. I’ll be watching every update.
Having said that, I believe the rollout of SpaceX and Anthropic will be crucial to the ending of this ridiculous Everything Bubble. That’s also just the way it is. More than that, I’m looking forward to this entire stupid house of cards collapsing into a heap of smoldering embers more than you can possibly imagine.


