What’s the uncovered balance ?
*Investors Blog*
- Thread starter Warstud
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What’s the uncovered balance ?
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It's that kinda shady market lately...
Caution is king...
Negative
Nov 6th at earliest, IMHO.
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I'm up another $6400 pre market today
I hope not to be in it in November
Michael Green said stock inflows in April was an all time record. From where no one knows.
People like to jabber about this or that which causes up and down. More buyers than sellers it goes up. Full stop.
Jensen Huang just unveiled new NVDA CPU's for windows laptops. We have come full circle.
You truly can't make this up.
You truly can't make this up.
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I started with PLTR at $18...
Flipped it a zillion times but it's time to part ways.... sort of like the WRK
I will pass along to Michael Green that you are no longer a buyer.I started with PLTR at $18...
Flipped it a zillion times but it's time to part ways.... sort of like the WRK
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I already did and that bozo BurryI will pass along to Michael Green that you are no longer a buyer.
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My buddy was in PLTR day one
He kept trying to lure me in it and I said it was a scam.... his suggestion got me fat but I'm back to saying it's a scam and he keeps reminding me... however he hardly ever invested in it and bailed when it hit $35...
I think it's because he was cheating with Seeking Alpha
He kept trying to lure me in it and I said it was a scam.... his suggestion got me fat but I'm back to saying it's a scam and he keeps reminding me... however he hardly ever invested in it and bailed when it hit $35...
I think it's because he was cheating with Seeking Alpha
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Politics aside what will it do if the war ends? I have my thoughts but what do you think...?I will pass along to Michael Green that you are no longer a buyer.
It’s the most expensive stock in the S&P by a wide margin. It trades at over 70 times revenue, 170 times earnings. I wouldn’t touch it.
NVDA, by comparison, trades at roughly 30 times earnings.
Getting in and out of a stock based on “buzz” is day trading, and I am not a day trader.
I am the wrong guy to ask about geopolitics. I get it wrong every time.
However historically lower geopolitical risks should lead to US dollar outflows. Weaker dollar is generally good for US stocks in the short term at least.
Having said that, the MOV index is almost at a all time low, and we have had the fastest run up in maybe history? Almost 19% now. I am actually expecting a buy the rumor / sell the news pullback either way - like 6-8% or something. Thats my base case right now either way.
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You can't fault honesty
The issue with NVDA is the "E".
NVDA "invests" in Open AI, Coreweave, and others, and in return they use the money to buy NVDA chips. So essentially there buying there own chips (circular financing). NVDA owns 11% of coreweave, and when Open AI goes public NVDA gets its money back, if they sell.
So the question is will coreweave / open AI and others be able to fund additional NVDA chip buying through cash flow going forward. So far the hyperscalers that started all this - AMZN, GOOG, META, MSFT are all now borrowing money to fund datacenters. Even there massive cash flows can't fund it, and there not making any money on it either.
However, AMZN, GOOG, META, MSFT are all now using there own chips, or each others. So the former "no one can catch NVDA tech" seems to have been caught.
If somehow AI becomes some monumental portion of global GDP then all these deals pay out. If it doesn't it blows up.
So how do you play all this? I have no idea other than to ride the wave. PLTR is probably as good a proxy as any?
Same, over 3. Just my Fido
This is not really true though. It's counting one of my near covered calls as down $2400 or something and will zero overnight
