watafak

Curiosity is a great way to interact with those we disagree.

[watafak @Mr_Paxi]

no, por covered interest parity se arbitra

[Maru Radiadora 🐻🐂💰 @MRadiadora]

Decir que vender futuros "no es pagar" es ignorar el costo de emisión y la liquidación diaria del Rofex.

Y no, la TNA del futuro NO es "tasa en pesos": es la tasa de devaluación implícita en DÓLARES. Al vender futuros al 22% TNA para contener la expectativa, el BCRA le regala un seguro de cambio al que hace tasa fija en pesos al 38%.

Resultado: un retorno del 15% al 18% NETO EN USD sin riesgo, pagado con la caja pública mientras en el mundo la tasa en USD es del 4%. Que esté arbitrado solo demuestra que la bicicleta financiada por el Central funciona perfecto por ahora

[juan cruz @gregorechi]

Asfixiantes los derechos de mercado, no me voy a cansar de decirlo. Demencial que en la compra/venta de 1 opción te ROBEN el 0.4% (siendo un instrumento apalancado vs acciones que tienen 0.05%)
El día que entiendan que MENORES COSTOS fomentan MAYOR PARTICIPACIÓN y más volumen en todas las plazas BYMA hasta va a ganar mas guita. Me llama la atención que no lo entiendan, porque son gente capacitada con todos los MBA PHD LIC XXX encima

[watafak @Mr_Paxi]

@Santino39278885 @Ig69622Ignacio Aparte le metiste ratio a albertino

[watafak @Mr_Paxi]

@Santino39278885 @Ig69622Ignacio Lit falta de respeto total

[BCRA @BancoCentral_AR]

El BCRA obtuvo en 2025 un resultado neto positivo de USD 2.505 millones por su posición en oro.

Más información: https://t.co/Z5OWBQlZnx

[watafak @Mr_Paxi]

@escalandoenlab1 @eldaminato @IBKR el mejor broker de afuera por lejos y lo de cuenta europea no tengo idea

[watafak @Mr_Paxi]

@LucasSacerdote_ no creo que dure mucho tiempo

[zerohedge @zerohedge]

You'll never guess who is the only buyer of stocks in Korea in the past two months, singlehandedly propping up the chip/memory trade

[watafak @Mr_Paxi]

@0800nacho @BYMAOficial idealmente opciones europeas para poder hacer boxspread

[watafak @Mr_Paxi]

@NachoAbuchdid no es un futuro es un forward

[Ziven @Ziven_io]

.@HIVEDigitalTech Operational and executive update 🤖⛏️

- Exceeds $1M avg daily revenue since Aug 21
- Mining ~12 BTC/day; $100k/day from GPU cloud
- Appoints Mark Volk as SVP, Revenue
- Winding down Swedish Bitcoin mining to focus on HPC and AI $HIVE

[watafak @Mr_Paxi]

@Ig69622Ignacio @EnzoFernan61740 @Joaconel Borra la cuenta

[watafak @Mr_Paxi]

@EnzoFernan61740 @Ig69622Ignacio @Joaconel No le des bola a albertino, es un nenazo no sabe de futbol

[watafak @Mr_Paxi]

@Ig69622Ignacio @Labocatw Los bosteros siguen muertos chill

[watafak @Mr_Paxi]

@Ig69622Ignacio @abertini1 Opinion de nenazo

[watafak @Mr_Paxi]

@Ig69622Ignacio Tranqui yo te likeo

[Serenity @aleabitoreddit]

Just an update to my DDR2/DDR3 memory idea with ESMT. They reported August revenue (Taiwan sometimes does monthly reporting):

June revenue: ~$153M
July: ~$214M
August (new): ~$249M vs. $35.3m (last year)

Monthly revenue has increased ~63% in two months despite reportedly similar 2026 wafer allocations to 2025 (MoneyDJ report).

The profitability is already really high as seen with July's monthly revenue (where they reported ~$109M net income).

So if pricing holds, and revenue increases, that would be very nice...

Now a lot of US people don't really care since it's in Taiwan, but if you're in the $MU / $SKHY, $SNDK trade.

Just educational purposes, it's a second order effect where your leading memory players prioritize AI/DC higher end memory and reduce allocations to older generations (causing shortages).

But... DDR4 since prices going up too much, so older gen memory products (DDR4) are getting redesigned with older gen memory (DDR3). And DDR3 products with DDR2.

And so on. Causing cascading supply chain shortages.

(DDR2 for example is boring/old memory used for cameras, printers, automotive back in the 2000s and not many ppl make them anymore).

And even your old DDR2 suppliers like Winbond are gradually withdrawing from the market too...

So ESMT is the beneficiary of DDR3/DDR2 shortages.

TLDR:

ESMT August revenue was ~$249M, up from ~$214M last month.

[watafak @Mr_Paxi]

@invertiramateur mirate $CSIQ si te gusta $TE canadian solar te va a encantar

[watafak @Mr_Paxi]

@ezeriver912 @tealdif Son TIPS

[watafak @Mr_Paxi]

@SilverCrisis405 Look at $VIST