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True, it was intended as a buy-and-forget kind of thing due the investments that MSFT etc made in them. It's all spending money anyway, where else am I going to park it, right.
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Jan 27, 2023 23:02
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movax posted:Well to be fair, they have been making GBS threads the bed for awhile... Interesting thoughts on Intel here: https://www.fabricatedknowledge.com/p/intel-is-the-antithesis-of-smart?utm_medium=email
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Jan 29, 2023 14:38
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Can’t I buy a chip that cost 2 bux that does 80% the calculations that a $300 intel chip does?
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Jan 30, 2023 15:12
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SOFI is up today... sold a bunch to take an ever so slightly smaller L.
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Jan 30, 2023 18:16
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Elephanthead posted:Can’t I buy a chip that cost 2 bux that does 80% the calculations that a $300 intel chip does? Ehh, I think the $2 cpu is probably 20% of the $300 one. Not 80%. But yah, the performance increase is not nearly as compelling now. Harder to charge a big premium for the new generation. Hadlock posted:Since I was so right about Intel, looking forward to being so right about SoFi someday, too Man, congrats today! Nice earnings.
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Jan 30, 2023 18:16
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Taking big gains on SOFI, thanks to that one goon who believed and mentioned it a while back
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Jan 30, 2023 18:23
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movax posted:SOFI is up today... sold a bunch to take an ever so slightly smaller L. yup, since I've hated on it so much (since it was in the teens or twenties...) I'll go ahead and acknowledge that it looks like 4.24 will be its low. they still have some upcoming news risk regarding student loan payment restarts/forgiveness, but I somewhat expect some of that risk may go in their favor (e.g. supreme court is full of asshats).
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Jan 30, 2023 18:24
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Gotta say I thought Jan was gonna be a lot more dumpy than it has been. Going forward amidst all the signs of looming recession, we do have a bullish signal from the Bank of Canada heavily signalling that they think they can possibly get away with no more interest rate hikes.
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Jan 30, 2023 18:31
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pmchem posted:yup, since I've hated on it so much (since it was in the teens or twenties...) I'll go ahead and acknowledge that it looks like 4.24 will be its low. they still have some upcoming news risk regarding student loan payment restarts/forgiveness, but I somewhat expect some of that risk may go in their favor (e.g. supreme court is full of asshats). I mean, my cost basis for some lots was loving $18, so definitely bathing in the red, but not counting on it getting anywhere back up to that point.
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Jan 30, 2023 19:11
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Lighter than my JMIA bags.
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Jan 31, 2023 04:19
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just made a poll thread you guys may have some fun with, please post'n'vote https://forums.somethingawful.com/showthread.php?threadid=4023011
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Jan 31, 2023 15:55
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Last two days have really sucked identified breakouts which halted up, came just under my sell limit and then immediately got slammed into the ground. Alerted MGSM this morning which looked like a pump and dump, not going to chase something up that much and then it triples again. Go figure
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Jan 31, 2023 16:58
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cirus posted:Last two days have really sucked identified breakouts which halted up, came just under my sell limit and then immediately got slammed into the ground. I saw it was up like 800+% this morning and figured it was a R/S or something. That's nuts.
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Jan 31, 2023 21:09
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https://twitter.com/dylan522p/status/1620583960970682368?s=20 the CEO was paid $180m last year
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Feb 1, 2023 02:13
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That's wild. It takes a lot to kill a giant, but drat they're trying.
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Feb 1, 2023 02:42
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Jenkl posted:That's wild. It takes a lot to kill a giant, but drat they're trying. right?? intel has a lot of talent working for it and its the people who saw startups as too risky and enjoy things like PTO, 401k match, and reasonable benefits. compared to much more chaotic smaller co’s that would probably go up in a poof of smoke one day. but yeah. be sure to piss those types off as much as possible
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Feb 1, 2023 02:47
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loving nationalize that strategic asset before they do too much damage the market cap is only $120b that's pocket change for DoD anyway
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Feb 1, 2023 02:48
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pmchem posted:https://twitter.com/dylan522p/status/1620583960970682368?s=20 I just got this note from a friend still at Intel: quote:* All merit promotions suspended Dark times ahead. Better to pay that dividend and CEO salary than have employees actually designing products for you. MetaJew fucked around with this message at 02:52 on Feb 1, 2023 |
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Feb 1, 2023 02:49
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shame on an IGA posted:loving nationalize that strategic asset before they do too much damage pretty much this, what a disastrous string of executives
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Feb 1, 2023 03:02
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shame on an IGA posted:loving nationalize that strategic asset before they do too much damage As a newly-anointed strategically important company, Intel's management has a fiduciary responsibility to liquidate as much of the company as possible as quickly as possible so that the value of the Too Big To Fail backstop can be unlocked for shareholders
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Feb 1, 2023 03:13
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shame on an IGA posted:loving nationalize that strategic asset before they do too much damage yes also we should have nationalized the RIAA during the MP3 craze, the whole industry was only worth ~100mm. Probably sold three times as many dollars in ads writing about it over the years though raytheon/ti are more defense-aligned I can see them being nationalized further than they already are
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Feb 1, 2023 03:34
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What argument could you have possibly made for nationalizing the RIAA
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Feb 1, 2023 03:40
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Hey hey can we keep this at least reasonably close to actually buying and selling securities, and maybe have a separate general business news thread if that's what people are interested in?
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Feb 1, 2023 03:46
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I'm sure everything's fine... https://twitter.com/BurryArchive/status/1620574365128720388?s=20&t=0vhr7Vs-xRfZenC6abeLlA Picked up 1000 more shares of Mereo BioPharma (MREO) @.97/share. Basically Rubric Capital owns around 31 million shares of the company and wants results. Rumours are Mereo turned down buyout options, so Rubric walked into the offices like Tony Soprano holding a baseball bat screaming "Where's my F***ing money!" Rubric stepped in and after the threat of a shareholder vote to remove people from the board of directors, Mereo came to a deal, ensuring Rubric's nominated choices sat on the board. This should be an interesting year for the company... sitting on a good pile of cash with little debt... maybe, maybe...
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Feb 1, 2023 03:46
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MetaJew posted:I just got this note from a friend still at Intel: All of that is bad. CEO Gelsinger is taking a 25% pay cut (and will remain fabulously wealthy). Hourly employees will receive no pay cut and say "Thank you Intel" into a microphone to unlock the employee entrance from now on.
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Feb 1, 2023 06:28
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Space Fish posted:All of that is bad. I doubt his real comp- stock options are being stripped. That’s always the case.
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Feb 1, 2023 06:49
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the ratings agencies are not impressed with INTC's trajectory https://twitter.com/LiveSquawk/status/1620788290982121473?s=20 we need more bond traders around here!
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Feb 1, 2023 15:22
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MetaJew posted:I just got this note from a friend still at Intel: they design products no one wants so maybe not that bad.
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Feb 1, 2023 16:00
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The puts I sold on INTC before earnings are actually back to neutral. The stock did drop, but dropped an equivalent amount to the premium on selling the put. "Already priced in" theory looking strong.
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Feb 1, 2023 17:31
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Getting closer to break even on the 1/24 $10 and $12.5 SoFi calls I bought back in September 
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Feb 1, 2023 19:48
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lol wtf is going on, this is nuts Went small size for some BROS shares earlier today at 36.70 and 37.10 DeadFatDuckFat fucked around with this message at 20:50 on Feb 1, 2023 |
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Feb 1, 2023 20:41
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DeadFatDuckFat posted:lol wtf is going on, this is nuts Market likes hawkish powell saying that we're gonna get a couple more hikes I hedged out some of my longs beforehand, bad move even though he sounds even more negative and uncertain than I thought he would. edit - we'll see what happens toward close after this "gets digested".
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Feb 1, 2023 21:13
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Subvisual Haze posted:Sold some puts near the money this week to benefit from earnings volatility on VZ and INTC. Pretty boring dividend stocks that I don't expect to drop much more but wouldn't mind owning if they did. VZ puts were sold to open at $1.17 and bought to close today at $0.20 INTC puts were sold at $1.24 and bought to close at $0.54
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Feb 1, 2023 21:44
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Subvisual Haze posted:closed both of these today at good profit due to the inexplicable market rally after JPow did exactly what everyone thought he'd do with interest rates. If the fed is predictable then that means there is less systemic risk and more of the risk balance is idiosyncratic, so even though the rate hike is in some ways priced in, I feel like I read a paper about this, if I could get through academic paywalls I could probably find it. I'd expect a modest rally anytime the fed does what it's expected to.
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Feb 1, 2023 22:55
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pseudanonymous posted:I doubt his real comp- stock options are being stripped. That’s always the case. Intel cut his stock options a couple months ago already, now has to hit $74.47/share to receive "performance" based stock options $148.95/share to receive "outperformance" based stock options (current price today is $29) SEC filing for nerds: https://www.sec.gov/ix?doc=/Archives/edgar/data/0000050863/000119312522290385/d310344d8k.htm I'm sure his total comp is still pretty high though
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Feb 1, 2023 23:44
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Agronox posted:Hey hey can we keep this at least reasonably close to actually buying and selling securities, and maybe have a separate general business news thread if that's what people are interested in? I looked for this general business news thread for longer than I should admit where exactly am I supposed to post my FOMC hot takes
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Feb 2, 2023 00:29
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drk posted:I looked for this general business news thread for longer than I should admit realtalk I kind of view this thread as also the catch all business news thread because that’s the sort of thing you see on market chat news outlets ala bloomberg. the corporate thread seems to be more about people’s personal stories. however if someone wants to start a general business and finance current events thread — post away and see if you can get some traction! we could reset it quarterly, just to be different from other subforum’s news threads. i like the quarterly idea so much i kinda wanna see this happen! then this thread could focus more closely on securities trading in the meantime feel free to post fomc hot takes here or in the recession poll thread.
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Feb 2, 2023 01:01
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Business news thread would be interesting but what limitations are you going to impose to separate it from the doomsday econ thread (leading question) Reading the doomsday thread isn't good for your mental health but it does get into the weeds on some weird twitter squabbles that doesn't surface elsewhere and occasionally has some interesting rabbit holes to dive into
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Feb 2, 2023 01:46
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drat good deal on natural gas going on
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Feb 2, 2023 02:28
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Hadlock posted:Business news thread would be interesting but what limitations are you going to impose to separate it from the doomsday econ thread (leading question) doomsday thread isn't in BFC
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Feb 2, 2023 02:43
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