[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Danny Dimes [@_danny_dimes](/creator/twitter/_danny_dimes) on x 1641 followers Created: 2025-07-11 21:22:28 UTC 🚨 FULL TRANSPARENCY PORT DUMP (7/11) — Bulls, You’re Not Gonna Like This One 🚨 🔻Short-Term Top is In. Pullback → Reset → Melt-up. Yes, I’m long a ton of names… But I’m also positioned for a fast flush before the next leg higher. 💼 Current Trades: • $UPST – 7/18 $XX Puts (lotto on heavy flow) • $DE – 7/25 Iron Condor (545/540 CC + 490/485 PC) • $NOW – 1/4 position 945/940 Put Credit Spread (Red streak + earnings setup) • $SLNO – 8/15 Iron Condor built over weeks (95/90 CC + 75/70 PC) • $TDD – 8/15 $XX Calls (lotto flow play) • $CAVA – 8/15 75/70 PCS + 105/100 CCS (Iron Condor at $XXX resistance) • $AMD – 125/120 PCS, adding under $XXX • $HIMS – DEC $XX Calls + AUG $XX Calls written (covered call leap) • $NVDA – 9/19 $XXX Puts (1/5 position at top of channel) • $DKS – 9/19 Iron Condor (175/170 PC + 250/260 CC) • $DASH – 9/19 Iron Condor (210/200 PC + 270/280 CC) • $DRS – 10/17 $XX Calls (OTM sweep follow) • $COIN – 10/17 300/290 PCS (watching for 400+ flows) • $SILJ – 11/21 13/10 PCS (post-silver pop, 2/5 size) • $KVUE – 11/21 $XX Calls (long theta window) • $SHW – 310/300 PCS (2/5 size, adding on dips) • $CNC – 12/19 25/22.5 PCS (FULL size – support play) • $LMND – JAN 2026 $XX Calls (core LEAP) • $WMT – JAN $85/80 PCS (1/2 size, conservative theta) • $BE – JAN $20/18 PCS (2/5 size) • $AMZN – JAN 2026 $200/195 PCS (long-term support) • $ZETA / $UNH / $OSCR – JAN 2026 deep ITM PCS (eventual equity target) • $ALB – MAR 2026 $55/50 PCS (1/2 size, let theta work) • $SMCI – JUN 2026 $30/28 PCS (2/5 size) • $INTC – DEC 2027 $18/15 PCS (long-dated value theta) 📉 Macro Hedge Positions: • $SPY SEP $XXX PUTS @ XXXXX avg (1.25x size) • $SPY OCT $XXX PUTS @ XXXXX avg (1/2 size) 🎯 Targets: – 20MA (611) = base case – 50MA & 100MA = likely – $650–670 EoY = still in play after reset 📊 3x Bear ETF Equity Holdings (1.25x size each): • $SQQQ @ $XXXXX avg • $SOXS @ $XXXX avg • $TZA @ $XXXXX avg Will scale these to 1.5x if Monday cracks. 🤔 TL;DR: Yes, I’m long 25+ names. Yes, I’m aggressively hedged. No, I don’t care what the echo chamber says. This market needs a rinse before liftoff. And I’ll milk it both ways. 🐍 #OptionsFlow #MacroTrades #ThetaGang #CreditSpreads #IronCondors #dannydaytrader #SPY #SQQQ #SOXS #BearishNotBlind  XXXXX engagements  **Related Topics** [$now](/topic/$now) [$de](/topic/$de) [gonna](/topic/gonna) [dump](/topic/dump) [$upst](/topic/$upst) [deere company](/topic/deere-company) [stocks industrials](/topic/stocks-industrials) [servicenow](/topic/servicenow) [Post Link](https://x.com/_danny_dimes/status/1943782969816002712)
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Danny Dimes @_danny_dimes on x 1641 followers
Created: 2025-07-11 21:22:28 UTC
🚨 FULL TRANSPARENCY PORT DUMP (7/11) — Bulls, You’re Not Gonna Like This One 🚨
🔻Short-Term Top is In. Pullback → Reset → Melt-up.
Yes, I’m long a ton of names… But I’m also positioned for a fast flush before the next leg higher.
💼 Current Trades: • $UPST – 7/18 $XX Puts (lotto on heavy flow) • $DE – 7/25 Iron Condor (545/540 CC + 490/485 PC) • $NOW – 1/4 position 945/940 Put Credit Spread (Red streak + earnings setup) • $SLNO – 8/15 Iron Condor built over weeks (95/90 CC + 75/70 PC) • $TDD – 8/15 $XX Calls (lotto flow play) • $CAVA – 8/15 75/70 PCS + 105/100 CCS (Iron Condor at $XXX resistance) • $AMD – 125/120 PCS, adding under $XXX • $HIMS – DEC $XX Calls + AUG $XX Calls written (covered call leap) • $NVDA – 9/19 $XXX Puts (1/5 position at top of channel) • $DKS – 9/19 Iron Condor (175/170 PC + 250/260 CC) • $DASH – 9/19 Iron Condor (210/200 PC + 270/280 CC) • $DRS – 10/17 $XX Calls (OTM sweep follow) • $COIN – 10/17 300/290 PCS (watching for 400+ flows) • $SILJ – 11/21 13/10 PCS (post-silver pop, 2/5 size) • $KVUE – 11/21 $XX Calls (long theta window) • $SHW – 310/300 PCS (2/5 size, adding on dips) • $CNC – 12/19 25/22.5 PCS (FULL size – support play) • $LMND – JAN 2026 $XX Calls (core LEAP) • $WMT – JAN $85/80 PCS (1/2 size, conservative theta) • $BE – JAN $20/18 PCS (2/5 size) • $AMZN – JAN 2026 $200/195 PCS (long-term support) • $ZETA / $UNH / $OSCR – JAN 2026 deep ITM PCS (eventual equity target) • $ALB – MAR 2026 $55/50 PCS (1/2 size, let theta work) • $SMCI – JUN 2026 $30/28 PCS (2/5 size) • $INTC – DEC 2027 $18/15 PCS (long-dated value theta)
📉 Macro Hedge Positions: • $SPY SEP $XXX PUTS @ XXXXX avg (1.25x size) • $SPY OCT $XXX PUTS @ XXXXX avg (1/2 size)
🎯 Targets: – 20MA (611) = base case – 50MA & 100MA = likely – $650–670 EoY = still in play after reset
📊 3x Bear ETF Equity Holdings (1.25x size each): • $SQQQ @ $XXXXX avg • $SOXS @ $XXXX avg • $TZA @ $XXXXX avg Will scale these to 1.5x if Monday cracks.
🤔 TL;DR: Yes, I’m long 25+ names. Yes, I’m aggressively hedged.
No, I don’t care what the echo chamber says.
This market needs a rinse before liftoff.
And I’ll milk it both ways. 🐍 #OptionsFlow #MacroTrades #ThetaGang #CreditSpreads #IronCondors #dannydaytrader #SPY #SQQQ #SOXS #BearishNotBlind
XXXXX engagements
Related Topics $now $de gonna dump $upst deere company stocks industrials servicenow