Heads up for DGX Spark owners: capping clocks with `nvidia-smi -lgc 0,2200` keeps the GB10 cooler and the clocks stable but it does NOT persist across reboots or driver resets. Wrap it in a systemd timer (OnCalendar=*:0/10) or your "capped" box
quietly drifts back toward 3 GHz.
Bitcoin at 60k was perfect
Bitcoin at 74k will be your next better bet
Ethereum was perfect at 1600
Ethereum at 2200 will be your next better bet
Do I think it comes? No clue
But if it does do not chicken out.
🚨Leopold/Situational Awareness returns?
Since last Friday, there's been a string of significant Flex calls bought in concentrated AI names: $315M total options premiums / $1.1B of delta / $5.8M of vega.
Positions:
- $SNDK: Jan 2040/2200 calls - $57M prem, $198M delta, $1.04M vega.
- $BE: Jan 250/310 calls - $48M prem, $140M delta, $565k vega.
- $INTC: Jan 105/115 calls - $48M prem, $185M delta, $870k vega.
- $CRWV: Jan 105/115 calls - $43M prem, $160M delta, $770k vega.
- $DRAM: Jan 65/70 calls - $43M prem, $173M delta, $855k vega.
- $SKHY: Jan 190/210 calls - $39M prem, $148M delta, $710k vega.
- $AMD: Jan 540/580 calls - $36M prem, $193M delta, $1.08M vega.
It'll be confirmed as Leopold if we start to see some big FLEX calls in $MU / $NBIS / $TSM soon.
Data via CBOE. NMR + GS desks aligned on "single mystery buyer" narrative...
★2026.08.22 (SAT) at AREA51 + SEVENTEEN MAP
“WEST HOUSE CROSSOVER CONNECTION”
DJ :
YOSHIHIRO OKINO (KYOTO JAZZ MASSIVE)
NAO NOMURA
DMITRI ABSINTHE
MAX PELA
SUMIRE
TIME : 22:00-
MUSIC CHARGE : 2,500JPY/w1d
★2026.08.22 (SAT) at AREA51 + SEVENTEEN MAP
“WEST HOUSE CROSSOVER CONNECTION”
DJ :
YOSHIHIRO OKINO (KYOTO JAZZ MASSIVE)
NAO NOMURA
DMITRI ABSINTHE
MAX PELA
SUMIRE
Supported by Flor de Cana
TIME : 22:00-
MUSIC CHARGE : 2,500JPY/w1d