OT: Stock and Investment Talk
- Thread starter RU-05
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Speaking of opportunities, I am thinking of purchasing either puts in YANG or calls in YINN. I am also thinking about buying YINN shares outright, selling upside calls (good volatility measures) and then buying YANG puts. I will be doing an analysis tonight. I do however want to see KWEB definitively break over $30 before jumping into any of these trades.
I always view it differently. Because you can lose 100% of your investment in a short amount of time with options. If you buy the stock, less likely to have a 100% loss.
I've been tracking all of these. I assume FXI will settle a bit after the massive pop, but it FINALLY looks like China isn't messing around anymore. When thinking of YINN calls or YANG puts, how do you decide? I assume YINN calls may have more upside, but to be honest, I'm not that experienced with puts. I mostly use calls.
Any specific China stocks to watch? I own a small amount of BABA, but that's it.
Yeah, but you have to buy much more $ in shares to match the possible return of short-term calls (i.e., dollars earned).
In general, I agree with your view. In this case, I am playing a catalyst event.
I am not looking at one particular stock, just at the indices. If I was looking at one to buy, it would be PDD. FXI is in similar boat as KWEB
I like to use the non-leveraged funds for technical and fundamental analysis
Just bought a bunch of those 10/4 RIVN calls.....$11.5 strike. Will look at YINN this afternoon.
KWEB and FXI decisively broke upwards today. Bought YINN and puts in YANG. Let's se where it goes from here.
Bought YINN after hours and hoping for a modest dip to buy more. Might grab some CWEB for the hell of it. Tepper had an interesting quote:
"buy everything in China"
LOL! That's pretty clear.
@RUinPinehurst , I know you're a proponent of WOLF. Its been pretty stagnant for a while (though up the last 2 days). Are you anticipating it will trade sideways for lengthy period of time or is now the time to get in, in your opinion?
I appreciate the tremendous advantages of their tech. They are likely a year out from showing profitability, with one chip manufacturing facility in NY ramping up now and second wafer manufacturing facility in NC set to come online very soon. As an investor, the payoff is likely 3-5 years out. But Mr. Market may rediscover WOLF in advance of that timeframe.
That said, I urge you to look closely at the technology, their market opportunity, and make your personal investment decision on how WOLF may fit your own needs.
INTC up into the mid 24s recently. Think this is a good spot to take some off the table as resistance is in this area, 24-25 and change, 50DMA as well. Nice bounce from the those drop off a cliff lows and held support in that 19-20s area I mentioned...25% or so.
Gotta love how Tepper pretends like he wasn’t tipped off that China was going the stimulus route.
GO RU! Great win. But needed to post this ASAP. :)
Will watch tomorrow:
Will watch tomorrow:
Powell - we heading back to neutral! :)
Fed's Powell says rates will 'over time' reach neutral level
Fed's Powell says rates will 'over time' reach neutral level
I’m not suggesting there is any concrete truth to the HBO series Industry but I’d be willing to bet some of the “greatest financial minds” made their fortunes on inside information. Very little investment risk when you know the likely outcome.
This sums up members of Congress as well! I'm sure there is plenty of Gekko-like behavior on Wall Street. Everyone speaks with everyone at that level.
Just wondering, any idea if the delivery announcement is tomorrow or Thursday? I guess the date isn't pre-announced. Can't find it.
Still haven't watched. Will probably listen today while driving around. Could listen at the gym too. But it WILL be done.
Been in BABA for a while and bought YINN last week. Sadly, didn't jump on those FXI calls. Oh well.
Price Paid?
I've been in and out. Should have gotten back in with the talk of gov't stimulus that had been floating around.
$74'ish. :)
It's in both of our Roth IRA accounts. Sizeable position. Hard to time China and the whims of its gov'ment.
No one can predict the stock market - especially short-term changes. If you need the money in the time horizon you posted (a few months), then don’t put the money in the stock market. There is too much variability over short time frames - this makes stocks extremely risky. The variability risk decreases the longer you stay invested.
I you want to know what stocks members of congress are buying, check this out on Twitter.
A very reasonable position to have on China. Even during a nice rally, you are always playing with fire.
I see PDD, a Chinese company, near the top of that list.
It's up about 60% in a month.
Noted just because it was topical.
AI Can Only Do 5% of Jobs, Says MIT Economist Who Fears Crash
"As promising as AI may be, there’s little chance it will live up to that hype, Acemoglu says. By his calculation, only a small percent of all jobs — a mere 5% — is ripe to be taken over, or at least heavily aided, by AI over the next decade. Good news for workers, true, but very bad for the companies sinking billions into the technology expecting it to drive a surge in productivity...
“A lot of money is going to get wasted,” says Acemoglu. “You’re not going to get an economic revolution out of that 5%.”
Acemoglu has become one of the louder, and more high-profile, voices warning that the AI frenzy on Wall Street and in C-suites across America has gone too far. ..
Jensen Huang, CEO of Nvidia, a company whose very name has become synonymous with the AI boom, has projected that rising demand for the technology’s services from a broader range of companies and governments will require as much $1 trillion in spending to upgrade data center equipment in coming years.
Skepticism about these sorts of claims has started to mount"
Nvidia and hype go hand in hand.
Its the gov that really wants AI bad
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