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shame on an IGA posted:ahahahahaha the SPAC that's supposed to be buying Donald Trump's twitter-but-with-the-serial-filed-off is going to hit its liquidation deadline before the deal closes lol is that DWAC?
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Sep 6, 2022 16:05
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Deviant posted:i mean, statistically speaking most people do wear underwear underwear is apparently uncouth, they call it "innerwear" in their financial reports also sales and margins are falling and they lost ~$15M to a ransomware attack
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Sep 6, 2022 16:13
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Fireside Nut posted:lol is that DWAC? yes, and its somehow still trading at >$20, even though it sounds like they have a matter of weeks before they will need to return the $10/share and close up
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Sep 6, 2022 16:15
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man I'm glad I got into INTC in the high 30s, no way that could lose, yup.
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Sep 6, 2022 16:27
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Woodchip posted:man I'm glad I got into INTC in the high 30s, no way that could lose, yup. <eyes my ~$45 cost basis> it was always a 2025 play for me, but yeah I certainly wouldve liked to get in at $30 instead. sub $30 looks very possible this week
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Sep 6, 2022 16:42
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What do you see causing Intel pulling out of it's nosedive and skyrocketing to $46 I can see Intel sliding down to 19 and then finding support at $22 and staying there until they find a way to dig up Andy Groves corpse and put him in charge again
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Sep 6, 2022 16:45
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Hadlock posted:What do you see causing Intel pulling out of it's nosedive and skyrocketing to $46 Maybe with upcoming layoffs the demand for cheap PCs will go up as bored, unemployed workers decided they need new PC systems to download porn and pirate movies and games. I can dream...
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Sep 6, 2022 16:54
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drk posted:yes, and its somehow still trading at >$20, even though it sounds like they have
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Sep 6, 2022 17:01
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You're not seeing the big picture. If they close the deal they can't do DWAC2.
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Sep 6, 2022 17:03
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Hadlock posted:What do you see causing Intel pulling out of it's nosedive and skyrocketing to $46 The intel play is about them 1) catching up in foundry and 2) getting 3rd party foundry customers buying at volume. That obviously isnt going to happen this year, but its not exactly a secret that they are building multiple leading edge fabs, like, today. My recollection is 2024 and 2025 are the years to watch. The risk there is obvious. People who manage to call the the bottom are going to do quite well I think.
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Sep 6, 2022 17:46
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isnt DWAC’s big thing is they need the share holders to vote to extend the merger deadline, but all dwac holders are delusional retail traders who never vote and there isn’t enough institutional holders to easily snag a majority vote. seems like the Thursday deadline is going to easily come and go
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Sep 6, 2022 19:29
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The currency conversion rate is 142 yen to the Dollar right now. That’s the highest it’s been since 1985. (250:1) I have a huge trip (nearly a month long) to Tokyo coming up in April/May, and I’m thinking of buying a $2000-$3000 in yen now because the rate is likely going to come crashing back to normal once the country opens up and foreigners inject billions each month into the economy. How would I go about doing this? Am I dumb for doing this?
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Sep 6, 2022 21:35
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Yeah I don't see the convincing story on INTC good luck. Seems like fintech is better positioned to bounce back before Intel does anything interestingyummycheese posted:isnt DWAC’s big thing is they need the share holders to vote to extend the merger deadline, but all dwac holders are delusional retail traders who never vote and there isn’t enough institutional holders to easily snag a majority vote. What happens if I buy a 9/9 put for $0.55 ($55) and the shares redistribute back to $10
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Sep 6, 2022 21:52
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drk posted:The intel play is about them 1) catching up in foundry and 2) getting 3rd party foundry customers buying at volume. That obviously isnt going to happen this year, but its not exactly a secret that they are building multiple leading edge fabs, like, today. My recollection is 2024 and 2025 are the years to watch. This is accurate. If they manage to catch up to TSMC's node tech, that'd be a pretty big deal, and they seem to be at least putting money in that direction, however, I think their real winning path (at least in the mid-ish term) here is large volumes of chips on a less advanced node. There is a huge demand for chips that aren't 5nm/3nm.
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Sep 6, 2022 21:57
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Canine Blues Arooo posted:This is accurate. If they manage to catch up to TSMC's node tech, that'd be a pretty big deal, and they seem to be at least putting money in that direction, however, I think their real winning path (at least in the mid-ish term) here is large volumes of chips on a less advanced node. There is a huge demand for chips that aren't 5nm/3nm. They already do that
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Sep 6, 2022 21:58
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Hadlock posted:What happens if I buy a 9/9 put for $0.55 ($55) and the shares redistribute back to $10 I naively assume after thursday that the shares will trade at $10 cause that's what they're worth. Right now it seems like retail is keeping a dead body alive. Seems like there is a lot of action on that $10 put coming up in 3 days. The IV % numbers are crazy 
yummycheese fucked around with this message at 23:23 on Sep 6, 2022 |
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Sep 6, 2022 23:21
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drk posted:yes, and its somehow still trading at >$20, even though it sounds like they have a matter of weeks before they will need to return the $10/share and close up Not buying trump Twitter is the best outcome
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Sep 7, 2022 01:25
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Bought another TQQQ put, during this mornings rally, this time with my winnings, 9/16P at $26.50
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Sep 7, 2022 17:17
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drk posted:yes, and its somehow still trading at >$20, even though it sounds like they have a matter of weeks before they will need to return the $10/share and close up Hey, I think they are just going to extend for another 6 months (they can do that w/o shareholder approval). Welcome to hear argument otherwise, because if not we can just sell end of week call spreads and go to town, but I'm pretty sure its still going to be above 20 next week. And maybe get pumped again.
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Sep 7, 2022 18:40
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was reading that they can give themselves a three month extension but they have to pay $2.8 million out of their own pocket which is pretty expensive and no one seems to know if that is enough time. probably not. thursday still looking interesting
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Sep 8, 2022 01:51
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drk posted:The intel play is about them: This headline is not inspiring me with confidence https://www.tomshardware.com/news/intel-expects-continued-market-share-loss-throughout-2023-will-likely-exit-more-businesses
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Sep 9, 2022 07:12
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Intel gonna refocus money on profitable endeavors like stock buybacks and dividends, and not expensive things like fabs or chips.
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Sep 9, 2022 08:03
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Are stock buybacks technically profitable? Or do they just improve shareholder value. Honestly curious
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Sep 9, 2022 08:16
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Hadlock posted:Are stock buybacks technically profitable? Or do they just improve shareholder value. Honestly curious Upward price movement, and increased image of success should translate to better rates and ease of securing lines of credit/issuing bonds right?
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Sep 9, 2022 09:45
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Stock buybacks should be dividends, imo
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Sep 9, 2022 13:58
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Hadlock posted:Are stock buybacks technically profitable? Or do they just improve shareholder value. Honestly curious
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Sep 9, 2022 15:29
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In a non-tax advantaged account dividends are treated as income and will thus raise your taxes (at different rates depending on income bracket and whether they meet requirements to be "qualified" dividends). Even if you choose to immediately re-invest the dividends, they're still treated as income on your taxes. A stock buyback by lowering the number of shares available will theoretically raise the price of the shares you hold but not trigger any taxes until you sell and choose to trigger capital gains. So greater personal control over if/when you owe taxes on those investments.
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Sep 9, 2022 16:43
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$goon creepin' back up baby!
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Sep 9, 2022 17:16
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Goons still fighting over buybacks! Buybacks will only get taxed at 1% eh? So still a clear choice to return money to shareholders by doing them instead of dividends.
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Sep 9, 2022 18:03
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Lord_Hambrose posted:Stock buybacks should be dividends, imo  future tax rates are unknowable, current tax rates are low
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Sep 10, 2022 01:05
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drk posted:
You say this, but in 2029 the Republicans institute a flat tax + VAT or some other unpredictable thing. Anyone that has been an adult since 2015 and thinks they can reasonably predict the course of politics in the US is a fool.
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Sep 10, 2022 03:54
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Eyes Only posted:Anyone that has been an adult since 2015 and thinks they can reasonably predict the course of politics in the US is a fool. Looking forward to SALT repeal expiring in 2025 just long enough to get grandfathered in to whatever 
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Sep 10, 2022 04:46
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So some critical Russian military positions have been collapsing under successful UKR assaults the past few days, much to most people's surprise. Does that mean oil prices will drop significantly next week? I wonder what stocks could significantly bounce back? I know the war is a long ways from over, but wonder if any big players in the market will take long positions in anticipation of a Russian loss.
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Sep 10, 2022 23:29
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Oil prices would decline if two things both happened 1) dropped Russian sanctions 2) global oil buyers bought Russian oil using rubles instead of dollars or euros I'm not sure what I'll take to drop Russian sanctions, and the US is highly dependent upon global oil sales done in USD for reasons outside the discussion here edit: added italics part Hadlock fucked around with this message at 01:59 on Sep 11, 2022 |
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Sep 11, 2022 00:08
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US based oil companies are easily the biggest beneficiary of the Russia oil/gas ban. some O&G names are up 50% on their share price alone this year hell the US exports more oil now than pre pandemic and thats with allegedly subdued demand due to EU economic problems. Texas now produces more than Saudi arabia. its crazy out there
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Sep 11, 2022 01:54
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Oil prices could drop based on our own exports ramping up and also Kazakhstan supply ramping up if Russia collapses a bit (supply lines travel through Russia who has been preventing them). Profitable times for the us. Remember EU is already finding new suppliers ie: Azerbaijan. I expect a great week ahead though, hopefully lots of volatility again. Last week was great.
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Sep 11, 2022 14:31
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Does OPEC's supply tightening figure into the energy chat?
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Sep 11, 2022 16:29
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Yep, it's money for the USA as they ramp up production, as oil prices probably will drop anyway. The more I look the more the situation looks like a repeat of the 80s or has a lot of parallels.
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Sep 12, 2022 05:50
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Hadlock posted:Bought another TQQQ put, during this mornings rally, this time with my winnings, 9/16P at $26.50 Looking like a mistake Wondering if last week was just the dead cat bounce before CPI riggity riggity wrecks poo poo Or maybe it's another week of head in the sand about the economy 
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Sep 12, 2022 09:07
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Hadlock posted:Looking like a mistake The inflation report is going to be positive me thinks
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Sep 12, 2022 22:24
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