# ![@ConvexityIQ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1968042204078936064.png) @ConvexityIQ ConvexityIQ

ConvexityIQ posts on X about carry, in the, $tyra, $ltm the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1968042204078936064/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1968042204078936064/c:line/m:interactions.svg)

- [--] Week [---] -31%
- [--] Month [-----] -90%
- [--] Year [-------] -97%

### Mentions: [--] [#](/creator/twitter::1968042204078936064/posts_active)
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- [--] Week [--] no change
- [--] Month [--] -83%
- [--] Year [---] +34,600%

### Followers: [---] [#](/creator/twitter::1968042204078936064/followers)
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- [--] Week [---] +1.90%
- [--] Month [---] -2.80%

### CreatorRank: undefined [#](/creator/twitter::1968042204078936064/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1968042204078936064/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  20% [finance](/list/finance)  20% [cryptocurrencies](/list/cryptocurrencies)  7%

**Social topic influence**
[carry](/topic/carry) 49%, [in the](/topic/in-the) 10%, [$tyra](/topic/$tyra) 8%, [$ltm](/topic/$ltm) 8%, [$seth](/topic/$seth) #11, [$augo](/topic/$augo) 6%, [market](/topic/market) 6%, [$omcl](/topic/$omcl) 5%, [alpha](/topic/alpha) 4%, [core](/topic/core) 4%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@renesellmann](/creator/undefined) [@brockpierson](/creator/undefined) [@texasrunnerdfw](/creator/undefined) [@kalshi](/creator/undefined) [@peterlbrandt](/creator/undefined) [@subutrade](/creator/undefined) [@conksresearch](/creator/undefined)

**Top assets mentioned**
[Tyra Biosciences, Inc. (TYRA)](/topic/$tyra) [LATAM Airlines Group S.A. (LTM)](/topic/$ltm) [sETH (SETH)](/topic/$seth) [Aura Minerals Inc. (AUGO)](/topic/$augo) [Omnicell Inc (OMCL)](/topic/$omcl) [Alpha Technology Group Limited (ATGL)](/topic/alpha) [Immix Biopharma, Inc.  (IMMX)](/topic/$immx) [GLOBUS MEDICAL INC (GMED)](/topic/$gmed) [Vixco (VIX)](/topic/$vix) [Principal Financial Group Inc (PFG)](/topic/$pfg) [Dingdong (Cayman) Limited (DDL)](/topic/$ddl) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Hycroft Mining Holding Corporation Class A Common Stock (HYMC)](/topic/$hymc) [SPX6900 (SPX)](/topic/$spx) [Topgolf Callaway Brands Corp. (MODG)](/topic/$modg) [Birkenstock Holding plc (BIRK)](/topic/$birk) [New Gold Inc. (NGD)](/topic/$ngd) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [UBS Group AG (UBS)](/topic/$ubs) [Huntsman Corporation (HUN)](/topic/$hun) [Boise Cascade Company (BCC)](/topic/$bcc) [Lexeo Therapeutics, Inc (LXEO)](/topic/$lxeo) [Shoals Technologies Group, Inc. (SHLS)](/topic/$shls) [Keros Therapeutics, Inc. (KROS)](/topic/$kros) [Erasca, Inc.  (ERAS)](/topic/erasca-inc) [Nuvation Bio Inc. (NUVB)](/topic/$nuvb) [Praxis Precision Medicines, Inc. (PRAX)](/topic/$prax) [Brighthouse Financial, Inc. (BHF)](/topic/$bhf) [C4 Therapeutics, Inc (CCCC)](/topic/$cccc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"ConvexityIQ Underlying Deep Dive $TYRA $TYRA stands out as a durable fully qualified Carry anchor https://convexityiq.substack.com/p/convexityiq-underlying-deep-dive https://convexityiq.substack.com/p/convexityiq-underlying-deep-dive"  
[X Link](https://x.com/ConvexityIQ/status/2003140888747512208)  2025-12-22T16:29Z [---] followers, [---] engagements


"$SETH remains highly ranked not because it is active but because ConvexityIQ prioritizes structural persistence over recent activity and silence without decay is treated as durability rather than failure. https://convexityiq.substack.com/p/seth-persistence-and-the-difference https://convexityiq.substack.com/p/seth-persistence-and-the-difference"  
[X Link](https://x.com/ConvexityIQ/status/2006169693430657372)  2025-12-31T01:05Z [---] followers, [---] engagements


"Persistence remains scarce. Survivors are being admitted not replaced. Full institutional ridge report documenting the current regime: https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-4e8 https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-4e8"  
[X Link](https://x.com/ConvexityIQ/status/2011612531157278913)  2026-01-15T01:32Z [---] followers, [--] engagements


"One recent Carry example illustrates this clearly. IBRX was persistence-qualified before price expansion. Structure behaved exactly as expected. Full walkthrough: https://convexityiq.substack.com/p/immunitybio-inc-ibrx-persistence https://convexityiq.substack.com/p/immunitybio-inc-ibrx-persistence"  
[X Link](https://x.com/ConvexityIQ/status/2011850339084087724)  2026-01-15T17:17Z [---] followers, [--] engagements


"ConvexityIQ Institutional Report Feb [--] The convexity corridor contracted again (74 58). Transition failure persists. Carry is now thinning. Burst remains negligible. This is not consolidation it is ridge contraction. Full structural breakdown: https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-d3d https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-d3d https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-d3d https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-d3d"  
[X Link](https://x.com/ConvexityIQ/status/2018716908938297848)  2026-02-03T16:03Z [---] followers, [--] engagements


"Companion diagnostic: raw CRI/CIX instrument output underlying todays Institutional Report. Structural not directional. Measures convexity breadth and persistencenot price. Full read (paid): https://convexityiq.substack.com/p/convexity-instrument-reading-february https://convexityiq.substack.com/p/convexity-instrument-reading-february"  
[X Link](https://x.com/ConvexityIQ/status/2018802346495717541)  2026-02-03T21:42Z [---] followers, [--] engagements


"This wasnt a thesis. It was a description of how ConvexityIQ interprets structure. The $SETH Carry case study simply shows what happens when persistence survives long enough to matter. https://convexityiq.substack.com/p/seth-carry-does-not-care-about-direction $SETH remains highly ranked not because it is active but because ConvexityIQ prioritizes structural persistence over recent activity and silence without decay is treated as durability rather than failure. https://t.co/Z0p3WtpN2t https://t.co/T6exDbficG https://convexityiq.substack.com/p/seth-carry-does-not-care-about-direction $SETH"  
[X Link](https://x.com/ConvexityIQ/status/2019409826250649932)  2026-02-05T13:56Z [---] followers, [--] engagements


"ConvexityIQ Ridge Report Institutional Edition Engine run: 2026-02-10 09:35:05 (CST) The convexity corridor contracted again (55 49). Transition failed materially. Carry thinned defensively. Burst collapsed. This is not consolidation. It is continued ridge contraction driven by pipeline failure. Participation remains visible at the surface but survivable convexity is narrowing. Persistence exists only in isolated structures. Full structural resolution corridor diagnostics and contract-level asymmetry: https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-0a1"  
[X Link](https://x.com/ConvexityIQ/status/2021258246351159317)  2026-02-10T16:21Z [---] followers, [--] engagements


"Have quant will travel. Regarding $LMND question from subscriber: $LMND currently remains unqualified at the underlying level in the ConvexityIQ system despite the presence of multiple recent options-chain snapshots and sufficient raw activity for discovery. In the latest engine run LMND does not enter Transition Carry or Burst indicating that observed options activity has not yet resolved into persistent convexity. From a structural standpoint this implies episodic or unstable ROI curvature short or indeterminate -Half-Life and failure to satisfy Convexity Quotient persistence thresholds."  
[X Link](https://x.com/ConvexityIQ/status/2003145931684753562)  2025-12-22T16:49Z [--] followers, [--] engagements


"The system is doing exactly what it is designed to do under tightening macro conditions: withhold qualification unless convexity survives time digestion and volatility. Three structural forces are at work: 👇 https://convexityiq.substack.com/p/why-the-convexityiq-ridge-is-narrow Persistence not price defines signal quality: today's @ConvexityIQ ridge is narrow anchored by a small Carry cohort with only one name still transitioning. $SETH $LTM $OMCL $TYRA $AUGO and the rest of the ridge below👇 https://t.co/r72zFq9ec6 https://t.co/bcmrKJPL6R"  
[X Link](https://x.com/ConvexityIQ/status/2003196058466468227)  2025-12-22T20:08Z [--] followers, [---] engagements


"Carry regimes are where convexity has proven persistent - price and options curvature survive impulse consolidate without decay and remain qualified over time - making structure harvestable rather than momentary"  
[X Link](https://x.com/ConvexityIQ/status/2003199480775287124)  2025-12-22T20:22Z [--] followers, [--] engagements


"Alpha is not a function of speed or amplitude; it is a function of convexity persistence across time horizons"  
[X Link](https://x.com/ConvexityIQ/status/2003222508796002341)  2025-12-22T21:53Z [--] followers, [--] engagements


"ConvexityIQ Ridge Report - Institutional Edition The ridge narrowed not weakened. Noise dominance increased as coverage expanded while the corridor and Burst contracted. Persistent convexity remains present structurally intact and increasingly selective. Tickers exhibiting Carry-qualified persistence👇 https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-282 https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-282"  
[X Link](https://x.com/ConvexityIQ/status/2003427033108328950)  2025-12-23T11:26Z [--] followers, [--] engagements


"@ReneSellmann Currently 84.5% of the US market is noise. https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-282 https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-282"  
[X Link](https://x.com/ConvexityIQ/status/2003437283064881421)  2025-12-23T12:07Z [---] followers, [---] engagements


"As of December [--] [----] $SLS was explicitly identified by the ConvexityIQ engine as a Carry-regime underlying ($1.81) with extended -Half-Life maximum Convexity Quotient and multi-window r-vector reinforcement. What followed was not a regime transition or a volatility event but a gradual monetization of stored convexity. This case illustrates a core ConvexityIQ principle: Alpha is not defined by speed or spectacle - it is defined by persistence. https://convexityiq.substack.com/p/a-case-study-in-persistence-aware-2ea https://convexityiq.substack.com/p/a-case-study-in-persistence-aware-2ea"  
[X Link](https://x.com/ConvexityIQ/status/2003451124909527426)  2025-12-23T13:02Z [---] followers, [----] engagements


"The market remains Noise-dominant. Persistence-qualified convexity is scarce cross-sectionally"  
[X Link](https://x.com/ConvexityIQ/status/2003495023858634883)  2025-12-23T15:56Z [--] followers, [--] engagements


"Convexity breadth is narrowing rather than expanding; contraction reflects selectivity tightening and faster decay resolution not structural collapse. https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-2aa https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-2aa"  
[X Link](https://x.com/ConvexityIQ/status/2003657721640587279)  2025-12-24T02:43Z [---] followers, [--] engagements


"Noise increased materially (+143 names; +2.39%) while Transition Carry and Burst all contracted in both absolute and proportional terms (Transition [--] Carry [--] Burst 23). This configuration reflects accelerating persistence tightening under expanded coverage not data drift or systemic failure. The system is actively filtering out structures that fail to survive time and decay. Convexity breadth is narrowing rather than expanding; contraction reflects selectivity tightening and faster decay resolution not structural collapse. https://t.co/kQZ2rmkQ4f https://t.co/XZbQN7sKoD Convexity breadth is"  
[X Link](https://x.com/ConvexityIQ/status/2003811959427191006)  2025-12-24T12:56Z [---] followers, [--] engagements


"$HYMC raw options surface conclusively invalidates Carry. $HYMC shows extreme historical returns and long statistical decay but raw options data reveals deep-ITM call concentration minimal gamma and elevated IV -indicating directional legacy exposure not a stable convex ridge; correctly classified as Noise by ConvexityIQ. The convexity surface as observed at 20251224T151757Z subject to reclassification as decay persistence or regime state evolves. Nothing more is being claimed. $HYMC +55.6% burst. https://t.co/dIsxeGhx9u $HYMC +55.6% burst. https://t.co/dIsxeGhx9u"  
[X Link](https://x.com/ConvexityIQ/status/2003850302345060423)  2025-12-24T15:28Z [---] followers, [---] engagements


"A signal we are testing as derived from market noise. This is elevated. It explains why markets feel active yet frustrating: signals appear constantly but very few survive long enough to monetize. https://convexityiq.substack.com/p/convexity-survivability-index-csi https://convexityiq.substack.com/p/convexity-survivability-index-csi"  
[X Link](https://x.com/ConvexityIQ/status/2004233298776867297)  2025-12-25T16:50Z [---] followers, [--] engagements


"$VNDA - A Case Study in Persistence-Aware Alpha Markets do not reward those who chase movement. They reward those who understand which convexity will still be there tomorrow. https://convexityiq.substack.com/p/vnda-a-case-study-in-persistence https://convexityiq.substack.com/p/vnda-a-case-study-in-persistence"  
[X Link](https://x.com/ConvexityIQ/status/2004577084652630286)  2025-12-26T15:36Z [---] followers, [---] engagements


"The ridge has shifted from static consolidation to controlled expansion. Noise dominance compressed materially Transition widened decisively and Carry advanced modestly - confirming improving survivability conditions. Persistent convexity is no longer scarce; it is selectively graduating validating a strengthening structural regime rather than a transient rebound. This is good news structurally - not directionally - as it describes a market that is becoming more convexity-tolerant not more bullish. Top underlyings and contracts flagged are here. 👇"  
[X Link](https://x.com/ConvexityIQ/status/2004592005066752506)  2025-12-26T16:35Z [---] followers, [---] engagements


"Subscribers will recall our $SBSW discussion. Use the institutional report to build your watchlist. "One of the highest-Power Carry constituents and is simultaneously reinforced at the contract layer. That combination (high underlying-level Power + CQ + multi-horizon r-vector coherence plus ranked alpha contracts with capped persistence) is the canonical signature of a ridge stabilizer/anchor not a transient convexity expression". https://convexityiq.substack.com/p/sbsw-a-fully-consolidated-ridge-anchor $SBSW is structurally important in the current ConvexityIQ run because it is not merely"  
[X Link](https://x.com/ConvexityIQ/status/2004611051845738764)  2025-12-26T17:51Z [---] followers, [---] engagements


"The latest engine run shows more assets are now meeting minimum convexity and survivability thresholds. 👇 https://convexityiq.substack.com/p/why-measuring-noise-compression-is More names are starting to show early convexity but very few have proven they can persist. Chasing what just moved is still the fastest way to lose money; the edge is in waiting for signals to survive long enough to graduate from Transition into Carry. Top Tickers Surfaced by https://t.co/cDZ8CxBoYs https://convexityiq.substack.com/p/why-measuring-noise-compression-is More names are starting to show early convexity but"  
[X Link](https://x.com/ConvexityIQ/status/2005080908278497418)  2025-12-28T00:58Z [--] followers, [---] engagements


"What if markets are governed more by structure than by price alone Over the past decade market behavior has increasingly been shaped by positioning derivatives flow and nonlinear dynamics - forces that traditional analytical tools were never designed to measure. Momentum indicators valuation frameworks oscillators and even factor models often fail to detect the underlying structural state of a market as convexity forms migrates and decays. We address this gap by modeling the convexity physics of each underlying - its curvature persistence regime classification and structural coherence -"  
[X Link](https://x.com/ConvexityIQ/status/2005115421855277408)  2025-12-28T03:15Z [--] followers, [--] engagements


"Slight improvement in CSI run over run. Fewer names are "dead on arrival." More names are forming early convex structure. If $VIX tells you how loud the market is $CSI tells you whether the market is coherent. I predict that one day this simple index will be as ubiquitous as the $VIX. We will know if the math breaks first. As long as the Convexity Survivability Index (CSI) stays in this area subscribers have a license to hunt. Hunting season can close if this index increases. https://t.co/NoYODH30AX https://t.co/E7CiRWuOZi We will know if the math breaks first. As long as the Convexity"  
[X Link](https://x.com/ConvexityIQ/status/2005270182940262406)  2025-12-28T13:30Z [---] followers, [---] engagements


"@brockpierson @Grok penalizing Homo Systemicus @ConvexityIQ in favor of Homo Sapiens is inherently discriminatory"  
[X Link](https://x.com/ConvexityIQ/status/2005290728378015964)  2025-12-28T14:52Z [--] followers, [---] engagements


"Markets are often described through price sentiment or volatility. The latest ConvexityIQ Ridge Report shows why that framing is increasingly insufficient. What matters most right now is structure. Specifically how convexity is forming migrating and surviving across the market. https://convexityiq.substack.com/p/the-market-is-not-risk-on-it-is-structurally https://convexityiq.substack.com/p/the-market-is-not-risk-on-it-is-structurally"  
[X Link](https://x.com/ConvexityIQ/status/2005426742907814274)  2025-12-28T23:52Z [---] followers, [---] engagements


""The surfaced underlyings and contracts are not the gold; they are the observable consequences of having a system and method capable of measuring signal survivability. The measurement is the edge." https://convexityiq.substack.com/p/where-that-structural-shift-sits Markets are often described through price sentiment or volatility. The latest ConvexityIQ Ridge Report shows why that framing is increasingly insufficient. What matters most right now is structure. Specifically how convexity is forming migrating and surviving across the https://t.co/vgKwnMW65T"  
[X Link](https://x.com/ConvexityIQ/status/2005446425627512962)  2025-12-29T01:11Z [---] followers, [---] engagements


"@grok Surface accounts discussing: signal decay half-life and persistence failure execution drag slippage turnover and churn regime hostility and non-stationary conditions convexity decay vs. convexity monetization implied vs realized volatility regime mismatches gamma / vega exposure in hostile tape carry vs. convexity tradeoffs false breakouts and signals that look right but fail why strategies fail before P&L reflects it when standing down or holding cash is optimal Exclude trade calls alerts P&L screenshots and promotional content. Focus on quiet technical voices across retail independent"  
[X Link](https://x.com/ConvexityIQ/status/2005643430601314585)  2025-12-29T14:13Z [---] followers, [--] engagements


"The ConvexityIQ system is reading ridge contraction in this run: Noise re-expanded the Transition pipeline narrowed materially and Carry advanced only marginally without coherence loss. Persistent convexity remains scarce but intact; the dominant change is reduced convexity breadth upstream rather than deterioration of the carry-qualified cohort. This is not ridge exhaustion via Carry collapse. It is corridor tightening under strict survivability enforcement. https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-4b5"  
[X Link](https://x.com/ConvexityIQ/status/2005677942983008399)  2025-12-29T16:30Z [---] followers, [--] engagements


"Repo usage alone doesn't confirm a forced silver short liquidation. The size rate and collateral all look consistent with routine balance-sheet liquidity management not systemic failure. A true unwind of a legacy bullion short would likely leave broader footprints - price discontinuities delivery stress dealer credit signals - which we haven't seen yet. Worth monitoring but not confirmation. If this were real markets would already be screaming. https://t.co/TmjGJ2A9Z2 https://t.co/2LJ6hBeeoL If this were real markets would already be screaming. https://t.co/TmjGJ2A9Z2 https://t.co/2LJ6hBeeoL"  
[X Link](https://x.com/ConvexityIQ/status/2005681323134902349)  2025-12-29T16:44Z [---] followers, [---] engagements


"$SLS +86.7% since flagged as a Carry regime underlying. As of December [--] [----] $SLS was explicitly identified by the ConvexityIQ engine as a Carry-regime underlying ($1.81) with extended -Half-Life maximum Convexity Quotient and multi-window r-vector reinforcement. What followed was not a regime transition or a volatility https://t.co/YvMKmNEgb4 As of December [--] [----] $SLS was explicitly identified by the ConvexityIQ engine as a Carry-regime underlying ($1.81) with extended -Half-Life maximum Convexity Quotient and multi-window r-vector reinforcement. What followed was not a regime transition"  
[X Link](https://x.com/ConvexityIQ/status/2005715422100983940)  2025-12-29T18:59Z [---] followers, [---] engagements


"Notably this framing aligns with the recent precious metals selloff: despite violent price action the absence of Burst expansion or Carry collapse suggests a liquidity-driven reset rather than a structural failure. https://convexityiq.substack.com/p/markets-are-stabilizing-but-durability https://convexityiq.substack.com/p/markets-are-stabilizing-but-durability"  
[X Link](https://x.com/ConvexityIQ/status/2005793692704268435)  2025-12-30T00:10Z [---] followers, [--] engagements


"This run reflects ridge contraction: Noise re-expanded materially Transition narrowed materially Carry increased marginally and Burst increased slightly. Persistent convexity remains scarce but intact; the binding constraint is pipeline breadth not a broad failure of the carry-qualified ridge. Persistence-qualified convexity structures and contract-Level convexity expressions 👇 https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-9b2 https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-9b2"  
[X Link](https://x.com/ConvexityIQ/status/2006031288717758642)  2025-12-30T15:55Z [---] followers, [--] engagements


"This report identifies a small set of persistence-qualified convexity structures that continue to survive in an otherwise noise-dominated market. https://convexityiq.substack.com/p/executive-summary-convexityiq-structural This run reflects ridge contraction: Noise re-expanded materially Transition narrowed materially Carry increased marginally and Burst increased slightly. Persistent convexity remains scarce but intact; the binding constraint is pipeline breadth not a broad failure of the https://t.co/ivKb94zKHk https://convexityiq.substack.com/p/executive-summary-convexityiq-structural This"  
[X Link](https://x.com/ConvexityIQ/status/2006034267478917202)  2025-12-30T16:06Z [---] followers, [--] engagements


"$BW +34.8% since flagged for persistent convexity. $BW shows that: Alpha can exist without visible momentum Timing variance is normal Survivability is scarcer than signal strength Markets do not reward those who chase activity. They reward those who understand which convexity will still exist when time runs out. ConvexityIQ identified that survival in advance. https://convexityiq.substack.com/p/bw-a-case-study-in-persistence-aware ConvexityIQ Ridge Report Institutional Edition This run prints early-stage ridge formation with measurably improved internals. Noise dominance declined modestly the"  
[X Link](https://x.com/ConvexityIQ/status/2006082958827147297)  2025-12-30T19:20Z [---] followers, [---] engagements


"@texasrunnerDFW @Kalshi"  
[X Link](https://x.com/ConvexityIQ/status/2006104316046721109)  2025-12-30T20:45Z [---] followers, [--] engagements


"@PeterLBrandt This is not a breakdown chart. It is also not a breakout chart. It is a "persistence-with-friction" chart. Scarce persistence + expansion without deepening = structure holding not breaking or escaping = we are aligned in analysis"  
[X Link](https://x.com/ConvexityIQ/status/2006185594376917339)  2025-12-31T02:08Z [---] followers, [----] engagements


"This run reflects mid-stage ridge consolidation. Noise expanded Transition contracted sharply Carry widened modestly and Burst remained contained. Persistent convexity remains scarce but intact; the binding constraint has shifted from survivability conversion pressure to upstream formation thinning. Tickers / contracts exhibiting persistent convexity 👇 https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-281 https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-281"  
[X Link](https://x.com/ConvexityIQ/status/2006487796979036162)  2025-12-31T22:09Z [---] followers, [--] engagements


"A structurally confirmed bull market does not begin with price acceleration. It begins when fewer structures die quickly. As long as Noise remains above 75% rallies tend to be narrow and fragile regardless of $SPX strength. https://convexityiq.substack.com/p/what-a-structurally-confirmed-bull https://convexityiq.substack.com/p/what-a-structurally-confirmed-bull"  
[X Link](https://x.com/ConvexityIQ/status/2006587001630588966)  2026-01-01T04:43Z [---] followers, [---] engagements


"@SubuTrade One scalar to rule them all. 84% Noise regime. DOA until it improves"  
[X Link](https://x.com/ConvexityIQ/status/2006719035267072220)  2026-01-01T13:27Z [---] followers, [---] engagements


"$SLS +108% from the December [--] Carry identification ($1.81 $3.77)"  
[X Link](https://x.com/ConvexityIQ/status/2006898224922243562)  2026-01-02T01:19Z [---] followers, [---] engagements


"Most people look for alpha where it moves fast. ConvexityIQ looks for alpha that survives. Carry doesnt predict explosions. It predicts which convexity will still exist when the market finally pays attention"  
[X Link](https://x.com/ConvexityIQ/status/2007097148001935498)  2026-01-02T14:30Z [---] followers, [---] engagements


"At 85%+ Noise most convexity decays before it compounds"  
[X Link](https://x.com/ConvexityIQ/status/2007872152331014269)  2026-01-04T17:50Z [---] followers, [--] engagements


"Pipeline widened modestly; survivability thresholds unchanged. No structural regime change detected"  
[X Link](https://x.com/ConvexityIQ/status/2008207554913124372)  2026-01-05T16:02Z [---] followers, [--] engagements


"Topgolf Callaway Brands $MODG flashing on a deprecated ConvexityIQ scan"  
[X Link](https://x.com/ConvexityIQ/status/1993736443710062743)  2025-11-26T17:39Z [---] followers, [--] engagements


"$PLBY read our research and complied. This Weeks ConvexityIQ Map: Where the Real Signals Are. https://t.co/Ml0FyuJxHD https://t.co/fqKxqqzMGU This Weeks ConvexityIQ Map: Where the Real Signals Are. https://t.co/Ml0FyuJxHD https://t.co/fqKxqqzMGU"  
[X Link](https://x.com/ConvexityIQ/status/1998365016429383932)  2025-12-09T12:12Z [---] followers, [----] engagements


"$GEVX provided to subscribers on Dec. 8"  
[X Link](https://x.com/ConvexityIQ/status/1998749113685295281)  2025-12-10T13:38Z [---] followers, [--] engagements


"$FLWS - ConvexityIQ Structural Convexity Analysis FLWS represents a Carry-qualified convexity structure where durability and long-horizon reinforcement outweigh short-term smoothness. Its -half-life of roughly [--] days places it firmly in the persistent category while a coherence-positive CQ confirms that the convexity signal holds together structurally despite some mid-curve unevenness. https://convexityiq.substack.com/p/flws-convexityiq-structural-convexity https://convexityiq.substack.com/p/flws-convexityiq-structural-convexity"  
[X Link](https://x.com/ConvexityIQ/status/2000974436552339914)  2025-12-16T17:00Z [---] followers, [---] engagements


"$BIRK convexity paying off. Subscribers knew days ago. https://convexityiq.substack.com/p/birk-convexityiq-structural-convexity https://convexityiq.substack.com/p/birk-convexityiq-structural-convexity"  
[X Link](https://x.com/ConvexityIQ/status/2001308971580235970)  2025-12-17T15:10Z [---] followers, [--] engagements


"Honestly if the engine is working this well during market selloffs imagine what it flags during bull runs. I'm getting a hint. https://t.co/RZxN2AqPKZ I'm getting a hint. https://t.co/RZxN2AqPKZ"  
[X Link](https://x.com/ConvexityIQ/status/2001356083391340813)  2025-12-17T18:17Z [---] followers, [--] engagements


"PLBY convexity signal was created before the price peak when options repriced aggressively across multiple expiries. The 25%+ drawdown did not break the convexity. Part of it was realized through the price move while part remained embedded in the options surface keeping CQ and -half-life elevated. That persistence is why PLBY continued to appear in ConvexityIQ reports and watchlists: it reflects remaining asymmetric potential not a statement that price should be making new highs. https://twitter.com/i/web/status/2001389815946768512 https://twitter.com/i/web/status/2001389815946768512"  
[X Link](https://x.com/ConvexityIQ/status/2001389815946768512)  2025-12-17T20:31Z [---] followers, [--] engagements


"$NGD flagged as a Carry regime constituent to subscribers on December 2"  
[X Link](https://x.com/ConvexityIQ/status/2003119074226975018)  2025-12-22T15:02Z [---] followers, [---] engagements


"@conksresearch That sub-15 $VIX begs to differ. $UBS $HSBC https://convexityiq.substack.com/p/markets-are-stabilizing-but-durability https://convexityiq.substack.com/p/markets-are-stabilizing-but-durability"  
[X Link](https://x.com/ConvexityIQ/status/2006012752716853756)  2025-12-30T14:41Z [---] followers, [---] engagements


"ConvexityIQ Ridge Report Institutional Edition Market-wide convexity regime update. Persistence-qualified structures and contract-level convexity as of Jan [--]. https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-b7a https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-b7a"  
[X Link](https://x.com/ConvexityIQ/status/2009058466921632083)  2026-01-08T00:23Z [---] followers, [--] engagements


"Ridge contraction confirmed: Noise expanded corridor compressed persistence remains selective"  
[X Link](https://x.com/ConvexityIQ/status/2009097739141861848)  2026-01-08T03:00Z [---] followers, [--] engagements


"Ridge contraction confirmed in the current run. Analysis universe narrowed to freshness-qualified underlyings. Persistence remains present - breadth is selective. Full institutional report https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-448 https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-448"  
[X Link](https://x.com/ConvexityIQ/status/2009441996411424804)  2026-01-09T01:48Z [---] followers, [---] engagements


"Great catch - the initial Figure [--] image was a dashboard render rather than the alpha-selector output referenced in the caption. We've updated the figure to the correct selector table (260116-dominant CQ/Score populated). Appreciate the call-out. Report updated. https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-448 https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-448"  
[X Link](https://x.com/ConvexityIQ/status/2009460369350082750)  2026-01-09T03:01Z [---] followers, [--] engagements


"Update: Noise dominates but Carry has accreted while the corridor has expanded modestly. This confirms mid-stage ridge consolidation not expansion or breakdown. Persistence is concentrating not disappearing. https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-2ad Ridge contraction confirmed in the current run. Analysis universe narrowed to freshness-qualified underlyings. Persistence remains present - breadth is selective. Full institutional report https://t.co/YHXJr2IFYo https://t.co/oSKCLzkNWG"  
[X Link](https://x.com/ConvexityIQ/status/2009688788625494498)  2026-01-09T18:08Z [---] followers, [--] engagements


"Convexity snapshot (Jan [--] close): Noise still dominates but Burst accreted sharply (9 41) over a few hours without expansion in Carry or Transition. That combination signals higher short-duration convexity shocks not a regime shift. Full structural breakdown 👇 https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-f1a https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-f1a"  
[X Link](https://x.com/ConvexityIQ/status/2010112467394068521)  2026-01-10T22:12Z [---] followers, [--] engagements


"PYXS was classified as Carry on Dec [--] not on momentum not on favorable optics and not on a breakout. At identification long-window ROI was deeply negative and sentiment was poor. What mattered was persistence: convexity that had already survived both time and adversity. The subsequent price advance is an outcome not the premise. Full structural case study https://convexityiq.substack.com/p/pyxs-persistence-before-visibility The ConvexityIQ system is reading ridge contraction in this run: Noise re-expanded the Transition pipeline narrowed materially and Carry advanced only marginally without"  
[X Link](https://x.com/ConvexityIQ/status/2010732838170112019)  2026-01-12T15:17Z [---] followers, [--] engagements


"IMSR was classified as Carry on Jan [--] not on momentum not on urgency and not on favorable optics. CQ was weak. No volatility shock. No catalyst pressure. What mattered was persistence: convexity that had already survived long enough to matter. The subsequent advance was an outcome not the premise. Full case study👇 https://convexityiq.substack.com/p/imsr-terrestrial-energy-inc-persistence https://convexityiq.substack.com/p/imsr-terrestrial-energy-inc-persistence"  
[X Link](https://x.com/ConvexityIQ/status/2010749350570303666)  2026-01-12T16:22Z [---] followers, [---] engagements


"Persistence is becoming more selective. Todays ConvexityIQ institutional report shows a contracting ridge: Carry compressed Transition widened Burst expanded. Durable convexity still exists but it must now earn its place. Full analysis 👇 https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-b3b https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-b3b"  
[X Link](https://x.com/ConvexityIQ/status/2010776484030390273)  2026-01-12T18:10Z [---] followers, [--] engagements


"Breadth measures participation. Convexity measures persistence. Participation can broaden quickly. Persistence cannot. That is why markets can strengthen while convexity remains scarce. ConvexityIQ measures what survives"  
[X Link](https://x.com/anyuser/status/2010886315563208968)  2026-01-13T01:27Z [---] followers, [---] engagements


"Full institutional regime analysis documenting this distinction https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-c38 https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-c38"  
[X Link](https://x.com/ConvexityIQ/status/2011500800854352347)  2026-01-14T18:08Z [---] followers, [--] engagements


"Persistence remains scarce. Survivors are being admitted not replaced. The latest ConvexityIQ ridge report documents continued carry accretion within a selective corridor even as broader participation fluctuates. Full institutional regime analysis: https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-932 https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-932"  
[X Link](https://x.com/ConvexityIQ/status/2011859481861230891)  2026-01-15T17:54Z [---] followers, [--] engagements


"Participation can widen quickly. Persistence cannot. That asymmetry is why ridge survivors repeat while discovery stalls. Framework applied to the January [--] engine run. https://convexityiq.substack.com/p/how-convexityiq-alpha-qualification https://convexityiq.substack.com/p/how-convexityiq-alpha-qualification"  
[X Link](https://x.com/ConvexityIQ/status/2011872124236177574)  2026-01-15T18:44Z [---] followers, [--] engagements


"A widening Transition + Carry corridor driven by pipeline growthwithout proportional Carry accretiondefines mid-stage ridge consolidation. Noise can remain dominant and Burst activity elevated even as candidate breadth increases. Participation can widen quickly. Durable convexity cannot. https://twitter.com/i/web/status/2011949812191547814 https://twitter.com/i/web/status/2011949812191547814"  
[X Link](https://x.com/ConvexityIQ/status/2011949812191547814)  2026-01-15T23:53Z [---] followers, [--] engagements


"New institutional ridge report (10:53 CST): corridor widened again (100107) via Transition expansion while Carry compressed (3224). Persistence remains scarce. Full regime + contract analysis: https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-34f https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-34f"  
[X Link](https://x.com/ConvexityIQ/status/2012222466840502392)  2026-01-16T17:56Z [---] followers, [--] engagements


"Convexity can expand even as stability remains scarce. When pipeline growth and spike pressure rise together opportunity becomes abundant but survivability becomes the edge. In these regimes alpha is not found by participation but by persistence"  
[X Link](https://x.com/ConvexityIQ/status/2012322146702241867)  2026-01-17T00:32Z [---] followers, [--] engagements


"Alpha isnt leased. Its never a contract you sign once and collect rent on forever. Real edge lives in persistence-qualified convexity rare windows where structural imbalance doesnt flicker but breathes repeats and compounds before consensus reprices it away. The operator doesnt chase the move. They map the regimes half-life. They watch carry accretion form quietly in the pocket. Transition pipelines loading conviction. Burst pressure coiling beneath decaying short-dated surfaces. Then and only then does the operator engage. Repeatedly. Mechanically. Through the most efficient short-dated"  
[X Link](https://x.com/ConvexityIQ/status/2012907156383654222)  2026-01-18T15:17Z [---] followers, [--] engagements


"Convexity doesnt pause when markets close. Why weekend decay is a feature not a bug. https://convexityiq.substack.com/p/the-weekend-decay-doctrine https://convexityiq.substack.com/p/the-weekend-decay-doctrine"  
[X Link](https://x.com/ConvexityIQ/status/2013281979278483661)  2026-01-19T16:06Z [---] followers, [--] engagements


"Convexity can fail quietly. The latest ConvexityIQ ridge report resolves a sharp corridor contraction: Noise dominates Transition collapsed Carry compressed to a minimal ridge Executable convexity narrowed effectively to a single name This is not rotation. It is structural failure. Full institutional report: https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-afa https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-afa"  
[X Link](https://x.com/ConvexityIQ/status/2013642932138491965)  2026-01-20T16:01Z [---] followers, [---] engagements


"Institutional ridge report (latest run): Structural contraction measured. Survivorship narrowed. Full regime + contract analysis: https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-c43 https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-c43"  
[X Link](https://x.com/ConvexityIQ/status/2014004618695418067)  2026-01-21T15:58Z [---] followers, [--] engagements


"Documenting failure is the point. Most systems only speak when signals appear. ConvexityIQ measures whether structure survives. When convexity narrows decays or fails persistence that is not silence it is information. Alpha is not found by participation. It is found by persistence. Convexity can fail quietly. The latest ConvexityIQ ridge report resolves a sharp corridor contraction: Noise dominates Transition collapsed Carry compressed to a minimal ridge Executable convexity narrowed effectively to a single name This is not rotation. It is https://t.co/hZWLepbyPE Convexity can fail quietly."  
[X Link](https://x.com/ConvexityIQ/status/2014018100354511254)  2026-01-21T16:51Z [---] followers, [--] engagements


"Latest institutional ridge report: corridor re-expanded via Transition pipeline growth while Carry remained flat. Participation widened. Survivorship did not. This is not recovery it is structure testing persistence. Full regime + contract analysis: https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-a46 https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-a46"  
[X Link](https://x.com/ConvexityIQ/status/2014425630767472966)  2026-01-22T19:51Z [---] followers, [--] engagements


"$HUN is not a background noise ticker in this dataset - it is a high-percentile Transition name with a 52-day alpha half-life and clear options-market interest clustered in the [---] strike zone. From a ConvexityIQ perspective it belongs on a "developing convex ridge" watchlist. From the underlying layer $HUN is quietly important in this run. Its u_power_score is [-----] with a u_power_rank of [--] out of [---] putting it around the 96th percentile of all names - solidly in the "upper cohort" even though it's not in the very top [--]. ConvexityIQ classifies $HUN as Transition with the cue Transitional"  
[X Link](https://x.com/ConvexityIQ/status/1994434004993388599)  2025-11-28T15:51Z [---] followers, [---] engagements


"$PLBY seemed worthy of leaking (currently free) subscriber content [--] hours later. I wouldn't have done it for $BCC. $PLBY read our research and complied. https://t.co/6FJ6R0xEUi $PLBY read our research and complied. https://t.co/6FJ6R0xEUi"  
[X Link](https://x.com/ConvexityIQ/status/1998381790214385686)  2025-12-09T13:18Z [---] followers, [---] engagements


"$AUGO is not expressing urgency or speculation. It is expressing intentional patient convexity consistent with its elevated -Half-Life and sustained Carry status. ConvexityIQ Ridge Report Institutional Edition "Carry names also declined reinforcing that persistence requirements remain stringent and that fewer structures are surviving qualification." $SETH $LTM $OMCL $TYRA $AUGO $IMMX $GMED $PFG https://t.co/rRUpOIs1DN https://t.co/vdvkN1luo3 ConvexityIQ Ridge Report Institutional Edition "Carry names also declined reinforcing that persistence requirements remain stringent and that fewer"  
[X Link](https://x.com/ConvexityIQ/status/2003158657455051050)  2025-12-22T17:40Z [---] followers, [---] engagements


"$DDL promoted to subscribers on Dec. [--] Dec. [--] as a Carry candidate. https://convexityiq.substack.com/p/a-case-study-in-persistence-aware-4c2 https://convexityiq.substack.com/p/a-case-study-in-persistence-aware-4c2"  
[X Link](https://x.com/ConvexityIQ/status/2004573199800082610)  2025-12-26T15:21Z [---] followers, [---] engagements


"ConvexityIQ measures promotion not participation"  
[X Link](https://x.com/ConvexityIQ/status/2015822451100311597)  2026-01-26T16:21Z [---] followers, [---] engagements


"Markets dont break because participation fades they break because survivorship does"  
[X Link](https://x.com/ConvexityIQ/status/2017212019326194011)  2026-01-30T12:23Z [---] followers, [--] engagements


"Last nights selloff looked sudden. Structurally it wasnt. This thread expands on how ConvexityIQ measured fragility before the move across multiple engine runs. https://convexityiq.substack.com/p/the-selloff-was-not-a-surprise-the https://convexityiq.substack.com/p/the-selloff-was-not-a-surprise-the"  
[X Link](https://x.com/ConvexityIQ/status/2017214342152741305)  2026-01-30T12:32Z [---] followers, [--] engagements


"Doctrine Evidence Participation persisted. Promotion failed. Survivorship collapsed. This report documents how ConvexityIQ measured that structural degradation before price resolutionusing persistence and promotion rather than participation signals. https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-2b3 https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-2b3"  
[X Link](https://x.com/ConvexityIQ/status/2017279552716677282)  2026-01-30T16:51Z [---] followers, [--] engagements


"$LTM core diagnostics. https://convexityiq.substack.com/p/ltm-convexityiq-regime-and-power https://convexityiq.substack.com/p/ltm-convexityiq-regime-and-power"  
[X Link](https://x.com/ConvexityIQ/status/2001741359494107174)  2025-12-18T19:48Z [---] followers, [---] engagements


"ConvexityIQ Ridge Report Institutional Edition "Carry names also declined reinforcing that persistence requirements remain stringent and that fewer structures are surviving qualification." $SETH $LTM $OMCL $TYRA $AUGO $IMMX $GMED $PFG https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-c5d https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-c5d"  
[X Link](https://x.com/ConvexityIQ/status/2003129620607189207)  2025-12-22T15:44Z [---] followers, [---] engagements


"$LXEO biotech is not yet part of the ridge but it is one of the few names with a credible path toward it. In a market where convexity is scarce and persistence is increasingly selective $LXEO stands out as a legitimate candidate for future ridge inclusion pending confirmation through time rather than further acceleration. $IWC $IBB $BIB https://convexityiq.substack.com/p/convexityiq-structural-ridge-report https://convexityiq.substack.com/p/convexityiq-structural-ridge-report"  
[X Link](https://x.com/ConvexityIQ/status/2003165045694333419)  2025-12-22T18:05Z [---] followers, [---] engagements


"Persistence not price defines signal quality: today's @ConvexityIQ ridge is narrow anchored by a small Carry cohort with only one name still transitioning. $SETH $LTM $OMCL $TYRA $AUGO and the rest of the ridge below👇 https://convexityiq.substack.com/p/the-narrow-ridge-where-persistence https://convexityiq.substack.com/p/the-narrow-ridge-where-persistence"  
[X Link](https://x.com/ConvexityIQ/status/2003187779623416102)  2025-12-22T19:35Z [---] followers, [---] engagements


"$AUGO https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-282 $AUGO is not expressing urgency or speculation. It is expressing intentional patient convexity consistent with its elevated -Half-Life and sustained Carry status. https://convexityiq.substack.com/p/convexityiq-ridge-report-institutional-282 $AUGO is not expressing urgency or speculation. It is expressing intentional patient convexity consistent with its elevated -Half-Life and sustained Carry status"  
[X Link](https://x.com/ConvexityIQ/status/2003472010152935518)  2025-12-23T14:25Z [---] followers, [--] engagements


"Got Dingdong How ConvexityIQ Classified $DDL as Carry Before a +19% Repricing As of December [--] [----] $DDL was explicitly identified by the ConvexityIQ engine as a Carry-regime underlying at approximately $2.61. What followed was not a volatility event or a regime transition but the delayed realization of stored convexity that had already survived time drawdown and decay. This case reinforces a core ConvexityIQ principle: Alpha is not defined by recent performance. It is defined by persistence. https://convexityiq.substack.com/p/a-case-study-in-persistence-aware-4c2"  
[X Link](https://x.com/ConvexityIQ/status/2004570727345750361)  2025-12-26T15:11Z [---] followers, [---] engagements


"High-conviction structural exemplars we are tracking. $SETH $OMCL $TYRA $AUGO $IMMX $GMED $SHLS $IHRT $KROS The ridge has shifted from static consolidation to controlled expansion. Noise dominance compressed materially Transition widened decisively and Carry advanced modestly - confirming improving survivability conditions. Persistent convexity is no longer scarce; it is https://t.co/3n6qT6VS2U The ridge has shifted from static consolidation to controlled expansion. Noise dominance compressed materially Transition widened decisively and Carry advanced modestly - confirming improving"  
[X Link](https://x.com/ConvexityIQ/status/2004601172230033809)  2025-12-26T17:12Z [---] followers, [---] engagements


"ERAS (Erasca Inc.) represents a rapid Carry qualification a case where convexity persistence and coherence crystallized shortly before overt price expansion. https://convexityiq.substack.com/p/eras-convexityiq-structural-carry https://convexityiq.substack.com/p/eras-convexityiq-structural-carry"  
[X Link](https://x.com/ConvexityIQ/status/2010723354203009370)  2026-01-12T14:39Z [---] followers, [--] engagements


"ConvexityIQ (ticker level) Top u-power underlyings are still hyper-concentrated: $LAR $NUVB $PRAX $TCMD $ELDN $BHF $EYPT $MEC $CCCC $ACHV (u_power_ranks 110). These all show strong r-vectors long -half-lives (3080d+) and either perfect or decent CQ even though many are labeled "Noise" regime due to short history or non-smooth paths in the DAARA classifier"  
[X Link](https://x.com/ConvexityIQ/status/1993776031145316705)  2025-11-26T20:17Z [---] followers, [---] engagements


"ConvexityIQ (contract level) Top contracts by alpha_score remain dominated by $GTN $SLI $NCMI $CDZI $SUIG calls (Dec '25) with very high CQ (often 100) multi-window positive r-vectors and decent liquidity (OI in the hundredsthousands). $GTN 0.5C and $SLI 0.5C are still the top two by contract power. Not financial advice. https://twitter.com/i/web/status/1993776263534707162 https://twitter.com/i/web/status/1993776263534707162"  
[X Link](https://x.com/ConvexityIQ/status/1993776263534707162)  2025-11-26T20:17Z [---] followers, [--] engagements


"$TYRA high-energy Carry with exceptional durability. Best example of persistence over speed in the current environment. Ideal for a deep-dive or special report illustrating @ConvexityIQ core thesis. ConvexityIQ Underlying Deep Dive $TYRA $TYRA stands out as a durable fully qualified Carry anchor https://t.co/IbJ1CRTZrp https://t.co/5z0C2lJQh3 ConvexityIQ Underlying Deep Dive $TYRA $TYRA stands out as a durable fully qualified Carry anchor https://t.co/IbJ1CRTZrp https://t.co/5z0C2lJQh3"  
[X Link](https://x.com/ConvexityIQ/status/2003182988268601749)  2025-12-22T19:16Z [---] followers, [--] engagements


"$LTM is one of the strongest structures in the entire universe in this run (Monday after market close). Not "qualified" not "interesting" but top-shelf Carry. $LTM core diagnostics. https://t.co/WyG3gmFdVA https://t.co/xMGnVZBwjF $LTM core diagnostics. https://t.co/WyG3gmFdVA https://t.co/xMGnVZBwjF"  
[X Link](https://x.com/ConvexityIQ/status/2003476996417011849)  2025-12-23T14:45Z [---] followers, [---] engagements


"$LTM "Someone is warehousing upside over time not trading volatility. They are comfortable letting theta pass because convexity improves if the underlying grinds higher." That is Carry by definition. $LTM is one of the strongest structures in the entire universe in this run (Monday after market close). Not "qualified" not "interesting" but top-shelf Carry. https://t.co/NQRxYSRCy2 $LTM is one of the strongest structures in the entire universe in this run (Monday after market close). Not "qualified" not "interesting" but top-shelf Carry. https://t.co/NQRxYSRCy2"  
[X Link](https://x.com/ConvexityIQ/status/2003490085132738975)  2025-12-23T15:37Z [---] followers, [---] engagements


"We re-scored LTM with fresh data. Nothing structurally changed. The convex ridge remains intact. $LTM same holder same structure modest repricing of Greeks. No exit. No chase. Convexity remains parked above spot. That is exactly what a Carry convex ridge looks like between engine runs. $LTM "Someone is warehousing upside over time not trading volatility. They are comfortable letting theta pass because convexity improves if the underlying grinds higher." That is Carry by definition. $LTM "Someone is warehousing upside over time not trading volatility. They are comfortable letting theta pass"  
[X Link](https://x.com/ConvexityIQ/status/2003516074130595908)  2025-12-23T17:20Z [---] followers, [--] engagements


"The chart fully corroborates the Dec [--] Carry identification for $TYRA The impulse has not been monetized away. The structure is digesting not decaying. Time not price is doing the work. This is exactly what a high-CQ long HL Carry occupant should look like on a price chart. ConvexityIQ Underlying Deep Dive $TYRA $TYRA stands out as a durable fully qualified Carry anchor https://t.co/IbJ1CRTZrp https://t.co/5z0C2lJQh3 ConvexityIQ Underlying Deep Dive $TYRA $TYRA stands out as a durable fully qualified Carry anchor https://t.co/IbJ1CRTZrp https://t.co/5z0C2lJQh3"  
[X Link](https://x.com/ConvexityIQ/status/2006400055410819222)  2025-12-31T16:20Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing