.png "back to home page")
Mega scoop: SoftBank unmasked as ‘Nasdaq whale’ that stoked tech rally https://t.co/LpH33CO6J3 via @financialtimes
— roula khalaf (@khalafroula) September 4, 2020
SoftBank unmasked as ‘Nasdaq whale’ that stoked tech rally https://t.co/7PrOLmtSB9
— Financial Times (@FT) September 4, 2020
(FT) - SoftBank is the “Nasdaq whale” that has bought billions of dollars’ worth of US equity derivatives in a move that stoked the fevered rally in big tech stocks before a sharp pullback on Thursday, according to people familiar with the matter. https://t.co/w58YIuMOU6
— Carl Quintanilla (@carlquintanilla) September 4, 2020
FTによると先週までの上昇の最中SoftBankがテックのコールオプションを相当買っていたとのこと。ソフバンがAppleなどの大型テックに投資するという話は何ヶ月か前に出ていましたが、高値掴みした可能性も・・。https://t.co/v3KFgqd2Ll
— Big Daddy (@BigggDadyy) September 4, 2020
SoftBank unmasked as ‘Nasdaq whale’ that stoked tech rally. Japanese conglomerate has been snapping up options in huge amounts over past mth, contributing to largest trading volumes in contracts in at least 10yrs. One banker described it as a dangerous bet https://t.co/kQxzMVXFVF pic.twitter.com/SkfHANgcxL
— Holger Zschaepitz (@Schuldensuehner) September 4, 2020
NEW: The Nasdaq "whale" that stoked the huge run-up in tech stocks before yesterday's fall can be revealed as....
— Matthew Garrahan (@MattGarrahan) September 4, 2020
Softbank.
Whale-sized scoop from @BondHack @KanaInagaki @Urbandirt @katie_martin_fx https://t.co/MEhCMnaNUI
This is interesting. It looks like some of the recent turmoil in the stock market stems from enormous wagers by Softbank (which is staffed in part by some very controversial @DeutscheBank veterans). https://t.co/ezDZIWXxwW
— David Enrich (@davidenrich) September 4, 2020
It is. Great story by FT.https://t.co/NP0xfnb8wq
— menaka doshi (@menakadoshi) September 4, 2020
Masa showing these RH'ers how to ignite a melt up by buying callshttps://t.co/UJzF4gkEiS
— Pat Hennessy, CMT (@pat_hennessy) September 4, 2020
The would be the perfect ending to the story... https://t.co/UIBxAXJOPB
— Jake (@EconomPic) September 4, 2020
SoftBank Unmasked As ‘Nasdaq Whale’ That Stoked Tech Rally - FThttps://t.co/ZpjemV8EhF
— LiveSquawk (@LiveSquawk) September 4, 2020
Are you an investor or a trader? https://t.co/NPnnFqQZLw
— Benedict Evans (@benedictevans) September 4, 2020
It's………. Masa Son's account.
— Robert Smith (@BondHack) September 4, 2020
Had a whale of a time writing this story with @KanaInagaki, @katie_martin_fx and @RobinWigg ? https://t.co/y96NzhaUrk
SoftBank unmasked as ‘Nasdaq whale’ that stoked tech rally https://t.co/4uadXoRIIL
— Steen Jakobsen (@Steen_Jakobsen) September 4, 2020
Kudos to the FT's markets team for breaking this whopper https://t.co/MEhCMnaNUI
— Matthew Garrahan (@MattGarrahan) September 4, 2020
E shock you? https://t.co/s0mihN1nG8
— Tola (@adetolaov) September 4, 2020
THis is abso fucking lutely ridiculous. softbank behaving like indian small cap operator punter. When the central bank gives put options, then this is what will happen, punters will start buying punting big on call optionshttps://t.co/EzLx8MNoLJ
— Illiberal Democrat (@Me_Predictor) September 4, 2020
"The whale is hungry."
— Robin Wigglesworth (@RobinWigg) September 4, 2020
That massive "Nasdaq whale" gobbling up billions of dollars worth of options was none other than... SOFTBANK. https://t.co/XVA8TRU43B pic.twitter.com/KzGEzzrZd3
So turns out the Robinhood traders weren't really behind the tech rally...instead it was the...Softbank "Nasdaq Whale?" Turns out they bought billions of dollars worth of single stock call optionshttps://t.co/JibvlXpsaY
— Jamin Ball (@jaminball) September 4, 2020
One thing behind what's happening right nowhttps://t.co/JFmpyLJP87
— Robalyst (@robalyst) September 4, 2020
“SoftBank spent roughly $4 billion buying call options tied to the underlying shares it bought, as well as on other names, according to a person familiar with the matter. It also sold call options at far higher prices.” https://t.co/n1K4ayh5Om
— JC Oviedo (@JCOviedo6) September 4, 2020
Basically, Softbank played the global equity market like it was crypto.
— Ben Hunt (@EpsilonTheory) September 4, 2020
BTW, you'll never convince me that Elon didn't do this, too, when TSLA was at the lows.
Nothing matters. https://t.co/JRzz9Bidqm
The dominant player in options is a small trader/retail.
— Jim Bianco (@biancoresearch) September 4, 2020
That said, Hasn’t SoftBank proved by now it is really a giant retail account?
Japanese conglomerate led by billionaire Masayoshi Son placed billions in options bets on fast rising tech stockshttps://t.co/iH3llS9Xtc
Holy shit it really was them https://t.co/6kBR0O3PI6
— Hunter SPX Thompson (@jaksburner) September 4, 2020
SoftBank bought nearly $4 billion of shares in AMZN, MSFT, NFLX and TSLA
— JPR007 (@jpr007) September 4, 2020
SoftBank spent another $4 billion on options for the same shares
This allowed SoftBank to profit from a run-up in the stocks by unloading its position to willing counterparties
https://t.co/z3Ly9Tko9p
The mystery investor behind a massive tech-stock options trade credited (or blamed) with inflating the market? SoftBank, naturally https://t.co/2m8uQ6LyqM new w/ @summer_said @GunjanJS
— Liz Hoffman (@lizrhoffman) September 4, 2020
When I reported this yesterday on @LizClaman I mentioned a "big player" but stopped short of disclosing @SoftBank because it's impossible to prove-Conglomerate led by billionaire Masayoshi Son placed billions in options bets on fast rising tech stocks https://t.co/Dnme8fb7dS
— Charles Gasparino (@CGasparino) September 4, 2020
Essentially, Masa Sons unique brand of total crazy has been behind the entire stock market rally. https://t.co/xfTALNLNlC
— Dave Benoit (@DaveCBenoit) September 4, 2020
Oh, great.
— Jason Zweig (@jasonzweigwsj) September 4, 2020
Japanese conglomerate led by billionaire Masayoshi Son placed billions in options bets on fast rising tech stocks https://t.co/HnK0TtrakJ via @WSJ
Well this looks interesting. I guess the story here is that options are a relatively cheap and levered way to access the market—and did the equity price rise looking at the implied prices from the derivatives? https://t.co/Pbxt0fqApq
— Arpit Gupta (@arpitrage) September 4, 2020
Turns out one of the reason tech stocks have been booming this year is that SoftBank pivoted from spending billions on unprofitable startups to pouring that money into bidding up tech stocks.
— Dare Obasanjo (@Carnage4Life) September 4, 2020
So much for blaming day traders on RobinHood for the bubble. https://t.co/BXBRuE9iyh
#ソフトバンク、テック企業株のクジラか。
— 米国株ブタ子??から配信中? (@BullBearButa) September 4, 2020
SBは先月テック企業株の数十億ドルのオプション買い手となったそう。熱狂的に加熱するオプション背後には大物がいる噂が流れていたという。
「SBはヘッジファンドになってしまった」とのこと(笑)
上手く売り抜けた？?https://t.co/hzuU1iQ6vA
Softbank identified as 'Nasdaq whale' buyer of billions in options, juicing tech rally before drop https://t.co/Yl62hnPTrc
— CNBC Tech (@CNBCtech) September 4, 2020
Apparently SoftBank almost single-handedly drove up the big tech stocks by manipulating the price. https://t.co/VKcr1FZ0iD
— Chris Masterjohn (@ChrisMasterjohn) September 4, 2020
Live footage of someone who went mega-long US tech earlier this week. https://t.co/XVA8TRU43B pic.twitter.com/EShiNXUR3x
— Robin Wigglesworth (@RobinWigg) September 4, 2020
Clue: https://t.co/i0OREAKDjK
— Tren Griffin (@trengriffin) September 4, 2020
OMG.. they created a bubble within a bubble. https://t.co/wkwHRiuIOu
— Russian Market (@russian_market) September 4, 2020
The financial sector is a huge threat to the #security of us all.
— Natalie Bennett (@natalieben) September 5, 2020
It should be a utility like water or electricity, instead it is a giant casino in which a few win and we all losehttps://t.co/VoxTz5P8S6
소프트뱅크가 나스닥의 수십억 달러어치 선물 옵션으로 주가를 띄운 주역이었었다고. 20년 경력의 파생 상품 전문 헷지펀드 매니저도 “자기가 현업중 본 가장 커다란 거래”였다고. https://t.co/d0SFgJJuiR
— 푸른곰 (@purengom) September 4, 2020
個別株のコールオプション取引が異常に増えていることが少し前からトレーダーの間で話題になってたらしいんだけど、大量に買っていた「Nasdaq whale」はSoftbankのVision Fundだったらしい、という話。関係者によると、内部の人間も引くほど莫大な額を買っていたそうで、https://t.co/moHzROJTXE pic.twitter.com/ZWBzv96Khn
— 今村咲 (@saki_imamura) September 4, 2020
ロビンフットの後ろには、ソフトバンクがいたのか。孫さんのこの勝負、中央銀行が未来永劫株を支えるとの読みからだろうけど、ナポレオンのような野望だね。負けた時、国家としての日本は、巻き込まれないように、、https://t.co/sTTE6ehcLJ
— 滝澤伯文 (@OsafumiT) September 4, 2020
ソフトバンクの米国個別株オプション大量買い報道
— アベル＠投資&旅 (@abel7777abel) September 5, 2020
時系列でみると
9/2 ゼロヘッジ 米国個別株オプションのIV等に違和感の記事https://t.co/6VPqNmwWBc
9/3 ゼロヘッジ その買い手がソフトバンクと特定https://t.co/WtKwXdtWNV
9/4 FT関係者に取材して記事化https://t.co/Jkydk58A9I
他社追随 https://t.co/3syfBbdRkh
최근 대형기술주의 미친듯한 랠리에 소프트뱅크가 한몫한 듯. 마치 콜옵션 왕창 사고 현물도 왕창 사서 최대한 이익을 뽑아낸 게 아닐지. 그리고 이번주엔 풋옵션을 왕창사고 현물을 털기 시작한 것일지도. 만약 그렇다면 극한의 승부사 손정의 인정 https://t.co/PRtiCnJWGd
— JJ's view (@JJspeech) September 4, 2020
SoftBank unmasked as ‘Nasdaq whale’ that stoked tech rally https://t.co/Ry4KZz4K2Y via @financialtimes
— John Authers (@johnauthers) September 4, 2020
そん、お前だったのか。いつもハイテク株を高値づかみしてたのは。そんは、ぐったりと目をつぶったまま、うなづきました。https://t.co/vipdtLbepL
— 窓際記者 (@nekokisha) September 4, 2020
SoftBank’s Bet on Tech Giants Fueled Powerful Market Rally
— Karol Cummins (@karolcummins) September 4, 2020
Japanese conglomerate led by billionaire Masayoshi Son placed billions in options bets on fast rising tech stocks https://t.co/YxImFLr7uH
SoftBank’s $50 billion, yes $50 billion, bet on Tech stocks that turbocharged the sector, briefly. Terrific reporting @summer_said @lizrhoffman @GunjanJS @Phred_Dvorak https://t.co/0H0Iygz50c
— Jacquie McNish (@jacquiemcnish) September 4, 2020
이유없이 오르지도 않았고 이유없이 빠진것도 아니였네 ㅋㅋ 야 유동성 어쩌고 저쩌고 한 새키들 다 어디갔냐 ㅋㅋ https://t.co/Pd87JLb5ds
— Fiatlux (@fiatlux9999) September 4, 2020
売り側がこれをヘッジしようとしてそれらの個別株を買いに走り、市場が泡立ってくる大きな要因となっていたそう。VIXが上昇していたのもこのせい。
— 今村咲 (@saki_imamura) September 4, 2020
Softbankは大型IT株を40億ドルほど保有しているので、このように株価が上昇したあと利確しようとしていたのでは……という話。https://t.co/ntfKecOg0Q
??世界的投資筋は、今回の孫正義の大立ち回りに、不満爆発NOW❗️ 「カジノのつもりか?」「まるでヘッジファンド?」「マーケットを破壊するつもりか?」... ううう? まーそう言われる。
— 石丸元章™ (@chemical999) September 5, 2020
Softbank reportedly the 'Nasdaq whale' that bought billions in options https://t.co/c4iMNxRH64
Softbank reportedly the 'Nasdaq whale' that bought billions in options
— たけぞう (@noatake1127) September 4, 2020
アマゾンやマイクロソフトなどの他の名前でも所有する株のオプションで40億ドルを購入！
テスラ なども。
VIXの異常な動きの理由とも https://t.co/RHTwgtqId2
Looks like Masa finally figured out that venture capital/private markets aren't his cup of tea, saw some options traders P&L screenshots on Twitter, joined an options seminar, bought tons of calls and has made a killing.
— Passive fool (@passivefool) September 5, 2020
Options seminars work! https://t.co/QAgvVnjM10
“If it’s true that SoftBank is doing that, it would be more signs that the fundamental picture here is decoupled from stock prices,”https://t.co/OuZRnVi7TA
— あんぴこん (@UnconstrainedI) September 5, 2020