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Kingnothing posted:https://www.businessinsider.com/apple-stock-price-upside-5g-supercycle-wedbush-bull-target-2020-8 Are people really going to upgrade just for 5G? I know I won't... And sales out of China seem to suggest people aren't rushing to upgrade even with better coverage out there.
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Aug 26, 2020 20:12
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Chad Sexington posted:Are people really going to upgrade just for 5G? I know I won't... I think it’s less that people will upgrade strictly for 5G, and more that people have been holding off on upgrading until 5G. People that are still holding onto 6-7 generation phones or iPhone X and waiting.
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Aug 26, 2020 20:20
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Kingnothing posted:I think it’s less that people will upgrade strictly for 5G, and more that people have been holding off on upgrading until 5G. People that are still holding onto 6-7 generation phones or iPhone X and waiting. Yeah, everyone has been waiting for the major cycle upgrade.
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Aug 26, 2020 20:32
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Chad Sexington posted:Are people really going to upgrade just for 5G? I know I won't... I don't buy 5G hype at all. The fact that the Motley Fool keeps trying to sell other stocks based on the "once in a generation" upgrade cycle has me even more suspicious. Wall Street has never understood Apple. They didn't understand them when they all thought that Apple was incapable of producing a new hit after the iPod, or when they thought that all of the creative energy of the company was locked up in Steve Jobs and couldn't survive his death. They have been pricing the company at low PE multiples for decades and are surprised every time the company does well in earnings. So now that they've gotten excited about Apple's services revenue, pushing this 5G story, and pricing the company at high multiples, I don't think it's likely that they're any less wrong. People have never bought Apple products because of cutting edge specs and while 5G might have significant impacts in the long run, it's not a product-seller. 5G is exactly the kind of thing Apple doesn't like to talk about : It's a technology part of the experience that's outside of their control. If they lean heavily on 5G and carriers fail to roll it out well, people will blame Apple for slow phones. Remember, this company still carries the scars of AT&T's network capacity woes when the phone was an exclusive not to mention Antennagate. I doubt Apple spends much time on it during the sales presentation beyond saying something like "With a lightning fast 5G networking antenna, you can download apps and movies faster than ever."
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Aug 26, 2020 20:51
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As someone who already HAD Covid, what good is 5g to me?
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Aug 26, 2020 20:53
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I bought a whole bunch of shungite! Rocks. Do you know what shungite is? Anybody know what shungite is? No, not Suge Knight. I think he’s locked up in prison. Talking shungite! Anyways, it’s a 2 billion year old.. like rock, stone that protects against frequencies and unwanted frequencies that may be traveling in the air. That's my story, I bought a whole bunch of stuff, put them around the la casa, little pyramids, stuff like that.
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Aug 26, 2020 21:17
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Bought SPY puts into the close. My spidey senses haven't gone off this loud since February. Most of the S&P was DOWN today, big majority below the +1% average. I'm also not convinced theres enough retail demand out there to buy AAPL post split. Some quants are going to get hosed as a result. If I'm wrong, fully prepared to lose the money and I'll go back to my plain equity strategy.
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Aug 26, 2020 21:18
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Shungite is cool because it only comes from one place IIRC. I had a cube of it in my office but not sure where that went after we shut down for COVID. I bet someone stole it to block 5G or heal their cat or something. Portfolio update: got burned on a TSLA call yesterday. If I held overnight I'd be up ~100%. Oh well. Today I grabbed SPY puts (9/18 exp) and F calls (9/11 and 9/25) because I think we're going to be bouncing around in the $6.70 to $7.00 channel again.
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Aug 26, 2020 21:19
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doingitwrong posted:I don't buy 5G hype at all. The fact that the Motley Fool keeps trying to sell other stocks based on the "once in a generation" upgrade cycle has me even more suspicious. When LTE launched, it pushed a lot of people towards iPhone 5. Apple’s play was exactly the same back then. Wait until rollout has started and launch a bit after. As soon as the iPhone 5 dropped with LTE, all of the carriers started expanding LTE coverage like crazy because the knowledge and demand was so much higher with apple getting in the mix. I have a feeling that this’ll be similar.
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Aug 26, 2020 21:20
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https://www.facebook.com/audiencenetwork/news-and-insights/preparing-audience-network-for-ios14/quote:While it’s difficult to quantify the impact to publishers and developers at this point with so many unknowns, in testing we’ve seen more than a 50% drop in Audience Network publisher revenue when personalization was removed from mobile app ad install campaigns. In reality, the impact to Audience Network on iOS 14 may be much more, so we are working on short-and long-term strategies to support publishers through these changes.
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Aug 26, 2020 21:35
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I am trying to come up with a legit consumer use case for 5G and can't really. 5G hotspot so that your kids can all stream 4K and murder your dataplan?
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Aug 26, 2020 21:42
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BlackMK4 posted:https://www.facebook.com/audiencenetwork/news-and-insights/preparing-audience-network-for-ios14/ Post more dammit! My calls are melting.
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Aug 26, 2020 21:43
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pmchem posted:just imagine when SPY touches 340 intraday crosshairs is date of quoted post 
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Aug 26, 2020 21:48
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TSLA please stop
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Aug 26, 2020 21:53
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NGC773 posted:TSLA please stop Shhhhh
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Aug 26, 2020 22:11
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pmchem posted:crosshairs is date of quoted post Wheres the selloff damnit!! I've completely capitulated on buying more protective puts at this point. Maybe thats top sign, heh. These fuckers are gonna keep pumping the market all the way to november. If they are going to inflate the economy, I wish it would be directly through my pockets, not indirectly through Bezos'
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Aug 26, 2020 22:32
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FreelanceSocialist posted:I am trying to come up with a legit consumer use case for 5G and can't really. 5G hotspot so that your kids can all stream 4K and murder your dataplan? As you leave the city 4G becomes the best internet option and yes that is actually what you do. They tend to offer unlimited data and they will treat it differently if it's intended as your primary home internet. 5G will be a massive boost to rural america once it makes it there.
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Aug 26, 2020 22:35
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Baddog posted:Wheres the selloff damnit!! I've completely capitulated on buying more protective puts at this point. Maybe thats top sign, heh. seriously. My various brokerage/retirement accounts have been doing, uh, really well through all this. But my small amount of fun money has sat in cash the last week and a half because I've been super, super busy with work and home life. I should've just held it in VTI or VOO until I made a decision of what to gamble on, instead of letting it sit in cash.
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Aug 26, 2020 22:42
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I'm aware of 4G/LTE for rural internet but doesn't 5G require way more towers for operation? I use 4G for work when we're on-site somewhere with no other services and it still sucks after years of Verizon "investment" into the infrastructure. A lot of places you can't even stream a 1080p Youtube video, for instance. I don't expect these carriers to magically up their rural infrastructure game with 5G - even if they use their existing 2.5GHz out of the gate.
FreelanceSocialist fucked around with this message at 22:49 on Aug 26, 2020 |
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Aug 26, 2020 22:44
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pixaal posted:5G will be a massive boost to rural america once it makes it there. Soooo, maybe 10+ years from now? I'd think Starlink has a much better shot at helping rural broadband speeds in a medium term time frame than 5G.
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Aug 26, 2020 22:45
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Baddog posted:Wheres the selloff damnit!! I've completely capitulated on buying more protective puts at this point. Maybe thats top sign, heh. Longer than November. The Fed is pot committed and mostly apolitical. I have a hard time believing that if Biden wins, they will change their actions drastically.
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Aug 26, 2020 22:46
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When i was on the architecture team at Morgan Stanley I had to do a deep dive on 5G as a possible replacement for wifi in our offices (also the biggest waste of 6 months of my life but they wanted to be the first institution on Wall Street with indoor 5G). Without getting into the nuances of it all, 5G and 4Ge have been merged for marketing purposes. True high speed 5G operates in the >5ghz band (between 24ghz and 60ghz IIRC) and the radio arrays only operate up to about 100 meters line of site. Mobile operators have to run fiber to all of those radio arrays instead of letting them be dumb signal repeaters so most of their efforts will be to deploy full 5G in dense areas like cities. Mid band and low band were also provided enhancements to speed up data transfers but those enhancements are mislabeled as 5G by the mobile operators. Those can go wherever but the speeds will be nowhere near true 5G. 5G is all hype with some real incremental updates sprinkled in Sepist fucked around with this message at 22:58 on Aug 26, 2020 |
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Aug 26, 2020 22:55
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I have an iPhone 8s and I'm waiting for 5G. @baddog stop trying to time the top. Just follow the trend dude. This is the strongest bull in history, get with it.
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Aug 26, 2020 23:11
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AHH F/UGH posted:This is the strongest bull in history, get with it. The bull is probably running right off the end of the cliff so just try to hop off before then.
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Aug 26, 2020 23:17
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FreelanceSocialist posted:The bull is probably running right off the end of the cliff so just try to hop off before then. Yeah just keep it going with protection for a swan dive and just let it ride as long as you can.
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Aug 26, 2020 23:22
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The major risk right now is the inaction in congress. Small and medium businesses need help and unemployment is still near record levels and there is no hint of federal help for that. All the fed backing in the world won't matter if we have sustained unemployment above 10% with no social safety net provided.
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Aug 26, 2020 23:25
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Oscar Wild posted:The major risk right now is the inaction in congress. Small and medium businesses need help and unemployment is still near record levels and there is no hint of federal help for that. All the fed backing in the world won't matter if we have sustained unemployment above 10% with no social safety net provided. Where is my second $1200 Donald
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Aug 26, 2020 23:57
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drunken officeparty posted:Where is my second $1200 Donald Yeah, if he really wanted to boost his chances he would have paid people through the pandemic. Instead 
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Aug 27, 2020 00:05
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Inner Light posted:Nicely done. How long do you typically hold these weekly calls? I assume you have a pain threshold for when they start trending in the wrong direction? Not that they would it seems like in this environment... I am an utter amateur, but have been trading options for a couple years now and that has somewhat dulled my pain threshold. I got the FB call Monday and the MSFT one Tuesday, which is my ideal setup (no later than Tuesday) and even being greedy they still went up beyond my expectations to the point where I had to take profits. I just checked and the FB calls I sold for 2k are worth almost 3k now, but hours start to matter more and more as you approach Friday and I'm still glad I got out. I actually timed the exit pretty well, getting out about 15 minutes prior to that AAPL ad news, and bought another call an hour later for next Friday. Felt some pain when it dropped a bit further, but now the new call is up again lol. Stonks! I have definitely been in situations where a weekly that was down by more than 50% went ITM on Thursday/Friday morning, and situations where I lost all gains by holding too long. Also I sold DIS 132c this morning at a 20% loss (bought it yesterday) and it went ITM within 3 hours.
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Aug 27, 2020 00:21
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https://www.bloomberg.com/news/articles/2020-08-26/salesforce-cuts-1-000-jobs-after-banner-quarter-stock-surgequote:There is no lifetime employment at Salesforce,’ CEO says  the balls on these guys.
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Aug 27, 2020 00:29
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Enjoyed this article speculating about what WFH and doom scrolling is doing to the brains of traders who normally had much more regulated environments. https://themargins.substack.com/p/is-wfh-affecting-the-s-and-p
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Aug 27, 2020 00:38
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fougera posted:Bought SPY puts into the close. My spidey senses haven't gone off this loud since February. I had been thinking of picking up a SPY put on Friday assuming that folks would sell parts of their Apple positions post split come Monday.
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Aug 27, 2020 01:22
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Hey guys remember when the Dow was at 18500? Seems like only a short time ago.
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Aug 27, 2020 01:32
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LLCoolJD posted:https://www.bloomberg.com/news/articles/2020-08-26/salesforce-cuts-1-000-jobs-after-banner-quarter-stock-surge Bullish as hell
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Aug 27, 2020 06:12
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https://twitter.com/_AlexHirsch/status/1298844972930568194?s=20
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Aug 27, 2020 07:07
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What time is the Powell speech?
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Aug 27, 2020 12:55
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Paranoid Peanut posted:What time is the Powell speech? 9:10 AM Eastern Standard Time. quote:Fed chief Jerome Powell will deliver a key speech at 9:10 a.m. ET titled "Monetary Policy Framework Review." The speech, at a virtual version of the Fed's annual Jackson Hole symposium, will reveal the culmination of a yearlong policy review on how to spur inflation back to normal levels. Powell will likely back letting inflation run above 2%, rather than trying to keep price gains to 2%.
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Aug 27, 2020 13:09
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FreelanceSocialist posted:9:10 AM Eastern Standard Time. Oh god this is it. J-Pow is going to determine whether stocks go up or down over the next 6 months.
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Aug 27, 2020 13:36
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I mean, the Powell speech is either going to be “we will continue to buy the bad assets of banks and politically connected hedge funds at the ask” or “we’re going increase our buying of the bad assets of banks and politically connected hedge funds” so it’s not like he’s going to hurt the stock market. In 2006 I bought lentils for $0.42 a pound and I just spent $3.27 for a pound but when I take hedonic adjustments into account I’m worried they’re in deflation.
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Aug 27, 2020 13:49
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NGC773 posted:Oh god this is it. J-Pow is going to determine whether stocks go up or down over the next 6 months. my stonks are already up 0.6% today in anticipation op
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Aug 27, 2020 14:31
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