Masters in Trading Live with Jonathan Rose

The U.S. government just made the biggest quantum trade bet in history — $2 BILLION across 9 stocks under the CHIPS Act — and the entire quantum complex went VERTICAL today (May 21, 2026): Stock Options across the board bid higher. 🚀 INFQ +29.96% 🚀 QBTS (D-Wave) +27.31% 🚀 RGTI (Rigetti) +25.33% 🚀 QUBT (Quantum Computing Inc.) +17.63% 🚀 NBIS +15.19% 🚀 GFS (GlobalFoundries) +13.15% 🚀 IONQ +10.62% 🚀 QS +7.95% 🚀 BBAI +2.08% 🚀 IBM +4-7% on $1B government award This isn't a grant — the U.S. government is taking EQUITY STAKES in every recipient. IBM is the biggest winner with $1 BILLION to build "Anderon," America's first purpose-built quantum chip foundry in Albany, NY. GlobalFoundries gets $375M. Rigetti, D-Wave, Atom Computing, PsiQuantum, Quantinuum, and Diraq round out the package. Two weeks ago Jonathan Rose option trading strategies broke down the Google DeepMind quantum paper LIVE on the show and laid out the entire trade. ALGO was the pure-play crypto pick — already +25% before today. Now the U.S. government has confirmed the thesis with $2 billion in cash and equity. This video digs deeper into the quantum universe — which names actually got the money, which ones are positioned to explode next, and how to express the trade in stocks AND options. What you'll learn in this clip: - The $2B CHIPS Act quantum package — every stock and exact dollar amount - Why government EQUITY STAKES change everything (this is nation-state positioning) - Anderon: IBM's $2B quantum foundry targeting commercial fault-tolerant quantum by 2029 - The Google DeepMind paper — 9 minutes to crack Bitcoin - Why $2 TRILLION in crypto is at risk (the Y2K parallel) - Post-quantum cryptography: $0.4B → $2.8B market (46% CAGR) - ALGO — the only blockchain Google cited as quantum-resistant - Smart money positioning BEFORE the government announcement The names that get government backing become the institutional darlings of the next decade. NVDA was once just a graphics card company. Today's quantum names — IBM, RGTI, QBTS, IONQ, QUBT, INFQ — could be tomorrow's trillion-dollar trade. 🎯 Want the full options trade on the quantum pure-plays? That's covered in All Access. 👉 Subscribe & catch the daily live show weekdays: https://www.youtube.com/@LiveOptionsWithJR ⏱️ Timestamps: 0:00 Market setup & the IWM 253 line in the sand 1:00 The Google DeepMind quantum paper that started it all 2:15 9 minutes to crack Bitcoin — what's actually at stake 3:30 $2 trillion in crypto at risk (the Y2K parallel) 5:00 Post-quantum cryptography: the $2.8B opportunity 6:30 How to invest in quantum — pure plays vs majors 7:45 ALGO — the quantum-resistant blockchain trade 9:00 Smart money positioning before the government announcement #Quantum #QuantumStocks #QuantumComputing #INFQ #QBTS #RGTI #QUBT #IONQ #IBM #IBMStock #GFS #NBIS #BBAI #QSStock #DWave #Rigetti #CHIPSAct #Anderon #Algorand #ALGO #Bitcoin #OptionsTrading #StockMarket #JonathanRose #MastersInTrading #SmartMoney #Quantum #QuantumComputing #IBM #IBMStock #RGTI #QBTS #QUBT #IONQ #Algorand #ALGO #CHIPSAct #QuantumStocks #Anderon #QuantumFoundry #Bitcoin #OptionsTrading #StockMarket #JonathanRose #MastersInTrading #SmartMoney

📈 Welcome to Masters in Trading LIVE with Jonathan Rose We're live every market day at 11:00 AM ET sharing professional-grade trade setups, with a focus on unusual options activity (UOA), volatility dislocations, and actionable trade ideas - Unusual Options, Investorplace, Investorplace Analyst, Masters in Trading LIVE 🚨 VISIT → http://investorplace.com/convergence2026 to find out how you can spot potentially lucrative trades faster than ever. 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2026 Learn to spot insider trades before the news hits — 100% transparent, 0% fluff. 🎯 Featured in recent shows: • UOA Scanner Breakdowns • Options Order Flow Analysis • Sector Spotlights (Uranium, Quantum, Drones) • Tactical Trading Psychology • Real-Time Market Reactions 📢 SUBSCRIBE & Hit the bell 🔔 so you don’t miss our daily edge. 📌 JOIN THE CONVERSATION: Comment below your favorite tickers or ask questions — we feature real trades live on air! #UnusualOptionsActivity #OptionsTrading #MastersInTrading #JonathanRose #UOA #StockMarketLive #TradingEducation #InsiderTrades

📈 Welcome to Masters in Trading LIVE with Jonathan Rose We're live every market day at 11:00 AM ET sharing professional-grade trade setups, with a focus on unusual options activity (UOA), volatility dislocations, and actionable trade ideas - Unusual Options, Investorplace, Investorplace Analyst, Masters in Trading LIVE --- --- --- With #nvda earnings grabbing the headlines this week, Jonathan breaks down why NVDA can move 50% higher over the next two years. From the floor trader's playbook: backtesting the last 8 earnings reactions, the $79.2B Q1 revenue consensus, and the Q2 guidance number that will move the stock tonight. 🔍 What We Covered: → Why NVDA is trading at a 25% discount to its own history — cheapest of the AI trio (NVDA, AMD, AVGO) → Three valuation scenarios from Barron's: $290 conservative, Wall Street average, historical premium → Last 8 NVDA earnings reactions — what the historical pattern tells floor traders about tonight's move → $700B in AI CapEx in 2026 alone — why the bull case still holds → Even if NVDA sells off on earnings = it's a buying opportunity → Q2 guidance vs. $86B consensus — the real catalyst tonight → The full AI semi complex: AMD, AVGO, TSM, ARM earnings context → FCX (yesterday's trade of the day) continuing to outperform → China reopening as an underappreciated NVDA tailwind 🎯 Trade of the Day: Unlocked at 150 likes — drop a 👍 to trigger it! 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2026 Learn to spot insider trades before the news hits — 100% transparent, 0% fluff. 🔔 Stream MIT LIVE daily at 11 AM EST. 📌 JOIN THE CONVERSATION: Comment below your favorite tickers or ask questions — we feature real trades live on air! #UnusualOptionsActivity #OptionsTrading #MastersInTrading #JonathanRose #UOA #NVDA #NvidiaEarnings #AVGO #TSM #ARM #FCX

📈 Welcome to Masters in Trading LIVE with Jonathan Rose We're live every market day at 11:00 AM ET sharing professional-grade trade setups, with a focus on unusual options activity (UOA), volatility dislocations, and actionable trade ideas - Unusual Options, Investorplace, Investorplace Analyst, Masters in Trading LIVE --- --- --- The crack spread just ripped to extreme levels, and the refiner trade is setting up right now. Jonathan breaks down the 3-2-1 Crack Spread formula, why it's the single best signal for oil refiner stocks, and the specific names to watch when margins surge. 🔍 What We Cover: → Why the crack spread = refiner profit margins (the bakery analogy) → 3-2-1 crack spread formula explained — and why it's ripping higher right now → "Big Dog" refiners: VO (leader), MPC, PSX (cheapest large refiner going back 3 years) → High-beta refiners: CVI, PBF (cheapest of the tier), DK (exceptional strength) → Why XOM, CVX, and OXY are the WRONG plays for this setup → The CRACK ETF as a basket approach → Bonus: Advanced bond futures butterfly trade — ZB, ZN, UB spread positioning → Why 30-year bonds (ZB) are "disgustingly cheap" right now 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2026 Learn to spot insider trades before the news hits — 100% transparent, 0% fluff. 🔔 Stream MIT LIVE daily at 11 AM EST. 📌 JOIN THE CONVERSATION: Comment below your favorite tickers or ask questions — we feature real trades live on air! #UnusualOptionsActivity #OptionsTrading #MastersInTrading #JonathanRose #UOA #VO #MPC #PSX #CVI #PBF #DK #CRACKETF

📈 Welcome to Masters in Trading LIVE with Jonathan Rose We're live every market day at 11:00 AM ET sharing professional-grade trade setups, with a focus on unusual options activity (UOA), volatility dislocations, and actionable trade ideas - Unusual Options, Investorplace, Investorplace Analyst, Masters in Trading LIVE --- --- --- Five-year forecasts are a trap. It's all about how we find the divergence trade before the headlines ever arrive. In this session, Jonathan Rose breaks down the real-time approach that's driven triple-digit winners (GFS, POET) — starting with relative strength, shopping for the cheapest name in a commodity group that's already moving, and managing risk at the portfolio level, not the trade level. 📊 What We Cover: → The divergence trade framework — spotting the laggard in a moving group → Commodity-driven setups: lithium (ALB, SQM, SGML) and oil sands (CNQ, SU, CVE, IMO, STHRF) → Why "trading what's real" beats forecasting every time → The Tail Risk Radar — our proprietary tool that monitors ~100 economic factors overnight to protect against tail risk (bond volatility, oil volatility, NFCI, and more) → Today's trade idea: UBER — why a $150B company may be worth $300B, the hyperscaler acquisition thesis, and the specific options setup (242 DTE, ~$3.10) 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2026 Learn to spot insider trades before the news hits — 100% transparent, 0% fluff. 🔔 Stream MIT LIVE daily at 11 AM EST. Comment below your favorite tickers or ask questions — we feature real trades live on air! #UnusualOptionsActivity #OptionsTrading #MastersInTrading #JonathanRose #UOA #StockMarketLive #TailRisk #ALB #SQM #lithiumstocks

China stocks have sold off hard, but the setup is shifting. With Trump heading to China, the expectation is that he comes back with positive news — and that's exactly the kind of catalyst that tends to fuel a rally in beaten-down Chinese names. In today's Trade of the Day, I break down why JD.com (JD) is at the top of my list and how I'm playing it with options. In this video: Why China names are setting up for a rally into Trump's visit The specific JD options trade — June $32 calls up to $1.25 How to size the position based on your risk tolerance Why I don't use stops — and how tranching in works instead How beta and systematic risk factor into adding on weakness 38 days to expiry: the timeline for this trade to play out Plus, a reminder of the "AI destruction" list of names to avoid — stocks that keep getting pounded for a reason. 🎯 Join the challenge: investorplace.com/challenge2026 If you want the next-level trade I'm sharing with the All Access community, that's where we go deeper. 👍 Smash the like button if you want more Trades of the Day 🔔 Subscribe and turn on notifications so you don't miss the next setup ⚠️ Trading options involves risk. Never risk more than you can afford to lose. This is for educational purposes only and not personalized investment advice. #JD #ChinaStocks #OptionsTrading #TradeOfTheDay #StockMarket 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2026 Learn to spot insider trades before the news hits — 100% transparent, 0% fluff. 🎯 Featured in recent shows: • UOA Scanner Breakdowns • Options Order Flow Analysis • Sector Spotlights (Uranium, Quantum, Drones) • Tactical Trading Psychology • Real-Time Market Reactions 📢 SUBSCRIBE & Hit the bell 🔔 so you don’t miss our daily edge. 📌 JOIN THE CONVERSATION: Comment below your favorite tickers or ask questions — we feature real trades live on air! #UnusualOptionsActivity #OptionsTrading #MastersInTrading #JonathanRose #UOA #StockMarketLive #TradingEducation #InsiderTrades