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Share dilution but the exact extent depends on the terms of the deal. The deal isn't finalized so I expect a slow downward trend until then. If the deal is called off, then I'll immediately jam in.
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Oct 9, 2020 15:39
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The crazy Tesla lady is buying up ipob. I got in the 16 dollar range and this at 21 now, up 15% today
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Oct 9, 2020 16:04
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Chamath Palihapitiya's new SPAC IPOD is trading today. IPOE and IPOF are supposed to be on the way, but I didn't see them available. Despite the disappointment with the IPOC target, I bought in. Made money just trading the pop on both IPOB and IPOC and this one is trading at only 6% premium on NAV atm. Plus the ticker is IPOD, which is its own reward.
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Oct 9, 2020 16:07
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Chad Sexington posted:Chamath Palihapitiya's new SPAC IPOD is trading today. IPOE and IPOF are supposed to be on the way, but I didn't see them available. IPOD not available yet on IB. I looked at IPOB earlier this week and passed. Oops.
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Oct 9, 2020 16:32
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dougdrums posted:gonna post this for like the dozenth time ... not to mention when i bought at $10 and sold at $16. And I'm still a little bitter about selling LSCC. LSCC is the same way for me, I bought a pile at $6/share, and then watched it "get too expensive", nudged in a bit more around $20/share, and now I'm just waiting for them to get eaten by someone who needs some low-power PLD / ASSP-like glue in their portfolio. Outside of LSCC, there won't be any independent PLD vendors of any actual significance left if the AMD/XLNX deal goes through. TSM is the current one for me that I watch "continue to be too expensive" even though their wafer capacity is essentially sold out for the first half of 2021. I should just DCA into it.
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Oct 9, 2020 16:49
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ya iirc i thought INTC and MCHP would start to flex on LSCC but in retrospect that would only make their ip more attractive. oh and XLNX too, moreso than MCHP.
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Oct 9, 2020 17:06
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dougdrums posted:ya iirc i thought INTC and MCHP would start to flex on LSCC but in retrospect that would only make their ip more attractive. XLNX went after the real high margin stuff and wrote off the low-end / CPLDs / low-low power stuff, best I can tell.... not the worst idea, that's for sure. I keep going back to KN... I thought they had a good MEMS microphone product and figured someone, anyone would want to eat them given all the voice poo poo that's going on.
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Oct 9, 2020 17:25
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I  gogochris and they know why.
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Oct 9, 2020 18:18
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Ah! Man, Thanks Indeed!!
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Oct 9, 2020 18:19
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GoGoGadgetChris posted:Ah! Man, Thanks Indeed!! Sorry I screwed up you name. I owe you a drink of your choice.
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Oct 9, 2020 18:25
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If AMD, a $100b company, is planning to buy $30b XLNX in an all-stock deal, wouldn't that effective mean AMD is diluting its shares by 30%? Seems like a ton of downside risk.
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Oct 9, 2020 18:43
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Josh Lyman posted:If AMD, a $100b company, is planning to buy $30b XLNX in an all-stock deal, wouldn't that effective mean AMD is diluting its shares by 30%? Seems like a ton of downside risk. you are assuming that XLNX is valueless
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Oct 9, 2020 18:45
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I don't expect nearly that big of a dip but it'll certainly have a significant effect.
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Oct 9, 2020 18:50
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IMO both are good companies that having common shares of is not a bad thing, though Xilinx's current valuation is somewhat inflated as China fears + 5G bullshit has not quite played out yet.
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Oct 9, 2020 19:19
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FistEnergy posted:I don't expect nearly that big of a dip but it'll certainly have a significant effect. It'll have an effect of the market thinks they are over or underpaying - if they agree with the valuation then the extra shares are compensated for by the extra value
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Oct 9, 2020 20:03
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Like if the poster above saying they would go to 70 due to the dilution was correct, why hasn't it already done so? Surely even if you have a pretty low opinion of market participants (a reasonable enough opinion), you'd expect them to be able to take into account the technical impacts of known events in the future which make headline news
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Oct 9, 2020 20:06
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I don’t know if anyone’s been following the market for the past couple years but share dilution is extremely bullish now.
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Oct 9, 2020 20:28
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Stonk does a thing?? Number go uuuup
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Oct 9, 2020 20:31
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It's extrinsically good for AMD. XLNX is probably better by the numbers then altera was, and they haven't been managed by INTC for the past 5 years. they are going for the throat with it.
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Oct 9, 2020 21:01
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I touched HYLN because there were some step ups to cash in in and it found its bottom today pretty early, but! I got caught holding it end of day. Is there a floor on this thing or is it proceeding swiftly to 20 and 10 Monday?
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Oct 9, 2020 21:17
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I couldn't say. I cut loose before the ticker change to HYLN and it's been a total disaster since then. I'm sticking to NAV SPACs now for loss protection. Just have to wait for the profit. PSTH HCAC SRAC LOAK, maybe IPOD IPOE IPOF on Monday if they're still low
FistEnergy fucked around with this message at 01:23 on Oct 10, 2020 |
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Oct 10, 2020 01:21
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Today was a good day because I was very close to betting 2k on PCG calls but I decided to think about it over the weekend and then I saw the after hours news  Missed failures feel almost as good as wins
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Oct 10, 2020 02:39
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Tokyo Sex Whale posted:I don’t know if anyone’s been following the market for the past couple years but share dilution is extremely bullish now. More is always better.
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Oct 10, 2020 13:10
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GoGoGadgetChris posted:Ah! Man, Thanks Indeed!! 
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Oct 10, 2020 15:19
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it's been a while and weekends are slow, so here's the latest update to my #fintwit list, exported from tweetdeck: @chamath @sentimentrader @TheStalwart @marketfolly @jimcramer @Stocktwits @NewYorkFed @tracyalloway @chigrl @federalreserve @CNBCnow @bespokeinvest @AswathDamodaran @SalehaMohsin @Schuldensuehner @JeffreyKleintop @LiveSquawk @StockCats @Vanguard_Group @markets @OptionAlert @stlouisfed @tpsarofagis @VincentDeluard @eWhispers @benbreitholtz @EricBalchunas @muddywatersre @ScottMinerd @fxmacro @VisualCap @NYFedResearch @WallStJesus @StrategasRP @NateGeraci @GreekFire23 @GrantsPub @M_C_Klein @profplum99 @permanentcap @Trinhnomics @lisaabramowicz1 @dandolfa @ToddCFRA @charliebilello @JavierBlas @TenYearNote @victoriouscake @ZeContrarian7 @DanielTNiles @WallStCynic @ARKInvest @PantheonMacro @JeffSnider_AIP @DeItaOne @HedgeyeDDale @TimmerFidelity @AnthonyOhayon @LizAnnSonders @FirstSquawk @StephenSpratt @RenMacLLC @10kdiver @jbensondurham @R_Perli @CapitalTalk2 @FedResearch @PriapusIQ @borrowed_ideas @soonervaluecap @MacroCharts @themarketear @INVESTMENTSHULK @TayTayLLP @MelStone31 @1MainCapital @JayJacobsCFA @RickRieder @JohnStCapital @TruthGundlach @MarketInterest @bluff_capital @dlacalle_IA @realwillmeade @BittelJulien @SqueezeMetrics @IntrinsicInv 87 members, only a few of them are primarily retweeters (e.g. @TheStalwart, but he's a good one). Pretty happy with this list.
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Oct 10, 2020 15:21
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Oops you forgot @stoolpresidente
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Oct 10, 2020 17:28
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Thestalwart is an excellent troll
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Oct 10, 2020 17:57
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MomJeans420 posted:Oops you forgot @stoolpresidente I had him on there for most of the past few months, but removed him because all he's doing is tweeting about sports gambling the past month or so. It just got annoying
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Oct 10, 2020 18:47
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Brass Hand posted:Thestalwart is an excellent troll yes; when I was first getting into #fintwit I did not appreciate him. But now I get it. He and Tracy also host the Odd Lots podcast, which is excellent.
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Oct 10, 2020 18:48
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I'm looking at buying long options again to make more money quicker, but it's really a totally different mindset and risk management style than day trading. You really can't buy a ton of contracts with one thing because if you're wrong you're really wrong and just SOL on the premium. Pretty spooky, but I guess that means just buy in moderation.
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Oct 11, 2020 03:44
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Toalpaz posted:I'm looking at buying long options again to make more money quicker, but it's really a totally different mindset and risk management style than day trading. You really can't buy a ton of contracts with one thing because if you're wrong you're really wrong and just SOL on the premium. Pretty spooky, but I guess that means just buy in moderation. And don’t put all your eggs in one basket.
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Oct 11, 2020 05:25
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I don't often buy options and I'm strongly tempted so I'll going to post my reasoning for a long call and see what people think.  This is purely like, a market sentiment opinion, and not an analysis of the actual company but there seems to be a lot of regular ten percent dips in RUN followed by bullish run ups the next week. This latest dip was triggered by the completion of a merger? And I don't know where the roof is but the stock hit bottom and clawed back 2% already. I don't see any reason why it doesn't continue its trend at least once more and starts seeing gains this coming week or next? I see itm calls going for 3~ (low premium) expiring this Friday. And I am sorely tempted. I know people here have recommended buying calls with more extrinsic value (further away expirations? Theta?) But the pattern here seems pretty clear to me and the stock jumping up 2%~ to pay for the calls seems like a reasonable bet? Am I crazy for wanting to buy a couple of these contracts? Toalpaz fucked around with this message at 17:42 on Oct 11, 2020 |
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Oct 11, 2020 17:33
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Why do you want an option and not the stock itself, leverage? Protection? Because you pay for the optionality
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Oct 11, 2020 18:00
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pointsofdata posted:Why do you want an option and not the stock itself, leverage? Protection? Because you pay for the optionality Leverage basically, I think it's a pretty solid call and I can make much more off of a contract than the underlying? (I would afford more shares basically, when I say make more.) Toalpaz fucked around with this message at 18:09 on Oct 11, 2020 |
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Oct 11, 2020 18:01
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Thoughts on BAC this week? Been hearing a bank rally is coming.
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Oct 11, 2020 22:51
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I see it rising by at least .12 in the near future.
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Oct 12, 2020 00:06
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ive been looking at all these ARK ETFs and their numbers are so big. O_O
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Oct 12, 2020 02:36
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I have a rather specific question: what's the best way to buy a handful of shares of one publicly traded outfit, without integrating my entire finances into one app. I'd also like to keep costs down of course. thanks in advance
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Oct 12, 2020 07:40
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Hardon Crime posted:I have a rather specific question: what's the best way to buy a handful of shares of one publicly traded outfit, without integrating my entire finances into one app. I'd also like to keep costs down of course. Open an Etrade account or another online broker?
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Oct 12, 2020 13:37
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Hardon Crime posted:I have a rather specific question: what's the best way to buy a handful of shares of one publicly traded outfit, without integrating my entire finances into one app. I'd also like to keep costs down of course. Most online brokerage firms do not have fees associated any longer. Try Fidelity or eTrade.
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Oct 12, 2020 13:51
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