ET
Energy Transfer LP Common Units
stockNYSE

**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **SOXX** | $520.00 (above) | $507.26 | +2.5% | Fri 12:36 PM ET |

FYI warsh speaks in bangkok at 11:30PM ET tonight

WULF CEO Paul Prager on CNBC - TODAY at 2:15 pm ET

**Reminder**: Fed Chair Kevin Warsh speaks tonight, at 11:30 PM ET, at the IMF meeting in Bangkok, Thailand.

**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $235.00 (above) | $216.47 | +8.6% | Fri 11:09 AM ET |

**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **LLY** | $1500.00 (above) | $1256.88 | +19.3% | Thu, Oct 29, 10:09 AM ET |

Cboe Global Markets ([CBOE](https://seekingalpha.com/symbol/CBOE#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)) and the Options Clearing Corp. have been cleared by regulators to offer trading on 24 of the most actively traded companies and five exchange-traded funds to start trading at 7:30 AM ET and end at 4:15 PM ET. Starting Oct. 19, 2026, the Cboe Options Exchange (C1) will establish a morning global trading hours session (7:30 AM-9:25 AM ET) and a curb session (4:00 PM-4:15 PM ET), Cboe [said.](https://www.cboe.com/notices/content/?id=61722) The finalized list for single-stock options include: * Apple ([AAPL](https://seekingalpha.com/symbol/AAPL#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Advanced Micro Devices ([AMD](https://seekingalpha.com/symbol/AMD#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Amazon ([AMZN](https://seekingalpha.com/symbol/AMZN#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Broadcom ([AVGO](https://seekingalpha.com/symbol/AVGO#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Alibaba ([BABA](https://seekingalpha.com/symbol/BABA#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Bank of America ([BAC](https://seekingalpha.com/symbol/BAC#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Ford ([F](https://seekingalpha.com/symbol/F#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Alphabet ([GOOG](https://seekingalpha.com/symbol/GOOG#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)) ([GOOGL](https://seekingalpha.com/symbol/GOOGL#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Robinhood Markets ([HOOD](https://seekingalpha.com/symbol/HOOD#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Intel ([INTC](https://seekingalpha.com/symbol/INTC#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Meta Platforms ([META](https://seekingalpha.com/symbol/META#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Marvell Technology ([MRVL](https://seekingalpha.com/symbol/MRVL#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Microsoft ([MSFT](https://seekingalpha.com/symbol/MSFT#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Micron Technology ([MU](https://seekingalpha.com/symbol/MU#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Netflix ([NFLX](https://seekingalpha.com/symbol/NFLX#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Nokia ([NOK](https://seekingalpha.com/symbol/NOK#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Nvidia ([NVDA](https://seekingalpha.com/symbol/NVDA#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Oracle ([ORCL](https://seekingalpha.com/symbol/ORCL#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Pfizer ([PFE](https://seekingalpha.com/symbol/PFE#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Palantir ([PLTR](https://seekingalpha.com/symbol/PLTR#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Sandisk ([SNDK](https://seekingalpha.com/symbol/SNDK#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * SpaceX ([SPCX](https://seekingalpha.com/symbol/SPCX#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Tesla ([TSLA](https://seekingalpha.com/symbol/TSLA#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), and * Taiwan Semiconductor Manufacturing ([TSM](https://seekingalpha.com/symbol/TSM#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)). The ETF options include: * State Street SPDR S&P 500 ETF ([SPY](https://seekingalpha.com/symbol/SPY#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * Invesco QQQ ETF ([QQQ](https://seekingalpha.com/symbol/QQQ#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * iShares Russell 2000 ETF ([IWM](https://seekingalpha.com/symbol/IWM#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), * SPDR Gold Shares ETF ([GLD](https://seekingalpha.com/symbol/GLD#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)), and * State Street Financial Select Sector SPDR ([XLF](https://seekingalpha.com/symbol/XLF#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)).

He sold??? PAMHP ET

**BanBet Created** ▲ | **Record:** 1W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MU** | $1000.00 (above) | $874.73 | +14.3% | Thu, Oct 22, 9:43 AM ET |

I'm still testing it but I noticed that trades after 11am ET are of low quality

**No Active BanBet** | W | L | Win Rate | |:---:|:---:|:---:| | 1 | 1 | 50% | *Banned from banbets until Sun 11:43 AM ET*

Fair to double check. The binding date is the 30th at 5pm ET in the warrant terms, everything before that is a processing cutoff. The election form on the Computershare warrant site says instructions have to reach them five business days ahead, which is where the 23rd comes from, and Schwab quotes the 28th at 7pm for exercises through them. Whoever holds yours has the one that applies.

**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **NVDA** | $275.00 (above) | $221.41 | +24.2% | Fri 6:16 AM ET |

18 days is right — IR has Q3 for Mon Nov 2 after the close, webcast 5pm ET. What I'm watching more than the headline beat/miss: US commercial vs the raised FY guide (above $3.424B / ≥134% y/y), and whether remaining deal value / RPO still supports that run-rate after last quarter's blowout. Guide for the quarter itself is tight ($2.160–$2.164B), so the call tone on commercial pipeline matters more than a penny of EPS. Not advice, just the checklist I'd use going in.

U.S. PPI DATA WILL BE RELEASED TODAY AT 8:30 AM ET. Previous: 5.4% Expected: 5.3% PPI > 5.3% → Bearish for risk assets PPI < 5.3% → Bullish for risk assets PPI = 5.3% → Neutral for risk assets

**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **PEP** | $133.20 (above) | $129.32 | +3.0% | Fri 11:19 PM ET |

The 567.50 put did not become ITM until 5:22 ET. You would not have time to call in to exercise. Don’t lose sleep over it.

Unfortunately, I think you’re out of luck. The 4 PM closing price determines automatic exercise, not the after-hours price. Webull’s exercise deadline is 4:30 PM ET, with later requests handled on a best-efforts basis until 5:30. So after that, there’s really not much you can do. Sorry that happened to you… brutal after hours move

you're pretty much out of luck on this one, the OCC cutoff for exercise instructions is 5:30pm ET and if your broker didn't auto-exercise (which they won't for OTM at close) you're stuck holding the bag worth emailing support anyway but don't get your hopes up, the after hours move is just salt in the wound at that point

**📊 Key U.S. Economic Data (ET)** **8:30 AM** | Core PPI m/m | Forecast: 0.3% | Previous: 0.2% **8:30 AM** | Core Retail Sales m/m | Forecast: 0.6% | Previous: 1.4% **8:30 AM** | PPI m/m | Forecast: 0.6% | Previous: 0.4% **8:30 AM** | Retail Sales m/m | Forecast: 0.3% | Previous: 1.2% **8:30 AM** | Philly Fed Manufacturing Index | Forecast: 28.2 | Previous: 37.8 **8:30 AM** | Unemployment Claims | Forecast: 199K | Previous: 197K **11:30 PM** | Fed Speaker: Fed Chairman Warsh Speaks ⚠️ For informational purposes only. Not financial advice. 📌 #PPI #RetailSales #UnemploymentClaims #SPY #SPX

ASR, HESM, SPGI, OMAB, AWK, WES, ENB, ET, OTIS, CLX, AOS, CAAP, PNR, CSL, LII, SE. SCI, CSV, MELI, MKC, APP, DPZ, CBOE, VICI, KSPI, O, CME, SFM, CSWC, TRIN, NNN, KMB, LEN, 5-20 year US government bonds

**BanBet Created** ▲ | **Record:** 6W - 8L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **TQQQ** | $76.87 (above) | $73.84 | +4.1% | Fri 8:35 PM ET |

| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **QQQ** ▼ | $700.00 (below) | $746.01 | $727.79 | -6.2% | Thu, Oct 29, 1:38 PM ET | | **Record** | 1W - 2L | 33% | - | - | - |

Thursday's setup is a hot-CPI hangover going into 8:30 ET PPI and retail sales, plus TSMC and Schwab earnings before the open. The five names most exposed are TSM, SMH, SCHW, QQQ and IWM. TSM and IWM are sitting on support. **Catalysts (Thu Oct 15)** * **Backdrop:** September CPI rose 0.6% m/m and 3.7% y/y, against 3.6% expected \[4\]\[5\]. SPY closed -1.03%, QQQ -1.97%, IWM -1.93%, and the 10-year yield is 5.19% \[19\]\[16\]\[17\]\[20\]. * **Fed odds:** Polymarket has 67.5% on no change at the October meeting and 31.5% on a 25 bp hike \[12\]. * **8:30 ET data:** PPI (MoM consensus 0.5% vs 0.4% prior) and retail sales (consensus 0.3–0.4% vs 1.2% prior). Jobless claims and the Empire State and Philly Fed surveys also print \[1\]\[2\]. * **Fed speakers:** Bowman at 2:55 AM and Hammack at 4:30 PM \[1\]\[3\]. Fed Chair Warsh speaks Friday \[1\]. * **TSMC:** It reports before the open, with the call at 2:00 AM ET \[8\]. Q3 revenue is already out at NT$1,494.2B, up 50.9% y/y. The focus is Q4 guidance, capex and gross margin versus the 65–67% guide \[7\]. * **Schwab:** It reports before the open, with consensus EPS around $1.67 and revenue around $7.2B \[9\]. * **Chip read-through:** ASML raised its 2026 sales outlook for a third time, but its Q3 revenue slightly missed in dollar terms. The stock fell, and MU, SNDK and INTC slid with it \[6\]. **Exposed names** * **Chips:** TSM and SMH, which are the direct read-through from TSMC's guide. * **Brokers:** SCHW, on earnings and the rate path. * **Broad indexes:** QQQ and SPY, which are hit by yields and PPI. * **Rate-sensitive:** IWM. * **Also in play:** MU, INTC and SNDK on the chip read-through. **Support and resistance** Levels are swing pivots on 6-month daily closes, not intraday highs and lows. |Last|Support|Resistance|Near a level?| |:-|:-|:-|:-| |TSM|430.00|427.66 (-0.5%), 412.38|437.83 (+1.8%), 444.45|**On support**| |SMH|564.74|556.53 (-1.5%), 544.37|575.35 (+1.9%), 594.07|Between levels, closer to resistance| |SCHW|96.80|94.91 (-2.0%), 91.96|99.67 (+3.0%), 102.82|Mid-range| |QQQ|728.95|722.66 (-0.9%), 703.29|741.32 (+1.7%), 759.66|Near support| |IWM|271.37|271.19 (-0.1%), 268.05|284.81 (+5.0%), 293.50|**On support**| **Betting markets** * **Retail sales:** Kalshi puts 35% on a September print above +0.4% and 93% on above -0.4% \[14\]. That points to a soft-to-moderate number, not a blowout. * **PPI y/y:** Polymarket's modal bucket is 5.6% at 41.5%, and 19.5% is on 5.9% or higher \[14\]. A hot print raises the odds of a December hike more than an October one. * **Schwab:** The Polymarket SCHW EPS market is at 41.5%. Its URL slug implies a $1.70 threshold, above the $1.67 consensus \[24\]. A web description of the same event cited 67% \[11\], so I can't reconcile the two. * **TSMC call:** Mention markets are near-certain on "margin" (97%) and "capex" (97.5%) \[13\], so they carry no price signal. * **Gap:** There is no one-day index or single-stock price market. Kalshi's Nasdaq-100 markets only settle at year-end \[25\]. **Most likely to move** * **TSM (largest single move):** It is down 3.51% to $430.00, sitting on 427.66 support that has been touched four times, and the 52-week high is $485.80 \[15\]\[21\]. The revenue number is already known, so the reaction depends on the Q4 guide and 2027 capex. If it holds 427.66 and takes out 437.83, 444.45 is the next level. If it breaks, 412.38 is 4.1% lower. ASML just showed that a raised outlook can still sell off. * **IWM:** It closed at 271.37, 0.1% above 271.19 support. The 6-month low is 268.05, only 1.2% below, and the ETF is down 4.93% over 20 days \[23\]. A hot PPI likely breaks it, and a soft PPI with soft retail sales is the squeeze setup. Resistance at 284.81 is 5% away. * **SCHW:** It has fallen 7.48% over 20 days, and Truist cut its target to $125 from $130 \[22\]\[10\]. Company guidance is for 17.5–18.5% revenue growth \[10\]. It has beaten estimates for several straight quarters \[9\], so a beat clears the nearest resistance at 99.67, +3.0%. A miss goes to 94.91. * **SMH and QQQ:** These are follow-through names. SMH is $564.74, with 575.35 resistance 1.9% above \[18\]. QQQ is $728.95, 0.9% above 722.66, a level touched six times. **Net view (days to weeks):** Risk is two-sided, and I lean toward the upside bounce in TSM and IWM, which are both sitting on support after 2% to 3.5% drops. The strongest bear point is that PPI tomorrow follows a hot CPI, which raises hike risk, and a break of IWM 268.05 or TSM 412.38 would end the bounce case. The upside leans on tight stops under support, since the nearest resistance is only 1.8% above TSM. **Sources** * \[1\] United States Calendar — Web Search * \[2\] U.S. Economic Calendar - MarketWatch — Web Search * \[3\] What to Look Out for in Economic Data This Week (October 12-16) | Kiplinger — Web Search * \[4\] VIEW Hot September CPI sends rate-hike bets soaring | Reuters — Web Search * \[5\] CPI Report Live Updates: New Insights on Inflation, U.S. Economy and the Fed - The New York Times — Web Search * \[6\] ASML Raises Sales Forecast For A Third Time, But Q3 Revenue Miss Sends Stock Lower: Earnings Selloff Spreads To MU, SNDK, INTC — Web Search * \[7\] TSMC Earnings Q3 2026: Margins and Guidance Under Test — Web Search * \[8\] TSMC 2026 Q3 Quarterly Results - Taiwan Semiconductor Manufacturing Company Limited — Web Search * \[9\] Charles Schwab (SCHW) Q3 2026 Earnings: Key Metrics and What Could Move the Stock — Web Search * \[10\] Dear Charles Schwab Stock Fans, Mark Your Calendars for October 15 — Web Search * \[11\] Polymarket — Web Search * \[12\] Prediction markets: Fed rate decision October — Source * \[13\] Prediction markets: TSMC earnings — Source * \[14\] Prediction markets: retail sales PPI September — Source * \[15\] TSM Quote — Live Quote · TSM * \[16\] QQQ Quote — Live Quote · QQQ * \[17\] IWM Quote — Live Quote · IWM * \[18\] SMH Quote — Live Quote · SMH * \[19\] SPY Quote — Live Quote · SPY * \[20\] ^(TNX) Quote — Live Quote · ^(TNX) * \[21\] TSM Historical Data (6mo) — Historical Market Data · TSM * \[22\] SCHW Historical Data (6mo) — Historical Market Data · SCHW * \[23\] IWM Historical Data (6mo) — Historical Market Data · IWM * \[24\] Prediction markets: Schwab earnings — Source * \[25\] Prediction markets: Nasdaq 100 close October 15 — Source

| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **QQQ** ▼ | $700.00 (below) | $746.01 | $727.79 | -6.2% | Thu, Oct 29, 1:38 PM ET | | **Record** | 1W - 2L | 33% | - | - | - |