Laboured Opinions

📄📓💿📰📓 I am not a licensed financial professional. retweets, citations or other information displayed by this account are not endorsements or advice

[Laboured Opinions @PositiveDrift_]

Swimming in a sea of electrons

[Lulu Cheng Meservey @lulumeservey]

Other AR glasses getting literally frame mogged

[Laboured Opinions @PositiveDrift_]

$intc

[Jitendra MALIK @JitendraMalikCV]

We can convert human videos to robot hand-object interaction trajectories in 4D. Enjoy!
Paper: https://t.co/AS0ecvTB9I
Website: https://t.co/KP4dVqxzUb
Code: https://t.co/KfOQTJN8vE
Authors:@bhawna_paliwal_,@HarithejaE,@willjhliang, @pabbeel , @notmahi , @JitendraMalikCV

[Jukan @jukan05]

>> Nan Ya E Glass Sees Hot Demand as Price Hikes Loom; President Chou Ming-jen Says Talks with Customers Continue

- According to the latest disclosure from Kingboard, a leading CCL maker in mainland China, the price of glass fiber E glass raw material will be raised by 15% starting this week.
- This suggests that amid widening supply shortages, the price increase is being accepted by customers.
- Nan Ya noted that Kingboard has already raised prices several times this year, primarily reflecting market supply and demand conditions. Nan Ya likewise plans to continue price negotiations with its customers going forward.
- Nan Ya is a global leader in glass fiber E glass and is favored by the major North American AI players. Some market observers suggest that Nan Ya's relevant capacity has effectively already been locked up by the NVIDIA supply chain.
- Supply of CCL materials is failing to keep pace with demand, and Nan Ya's capacity has now reached full utilization.
- According to the industry, due to the low yields of advanced glass fiber cloth such as T glass and Low Dk, NVIDIA has recently accepted a mixed application of T glass and E glass by suppliers in order to pull forward shipments of high end AI servers.
- With global E glass capacity having been converted on a large scale to other applications in recent years, the supply shortage has intensified and price increase moves across the industry are also spreading.
- Nan Ya Chairman Wu Chia Chao noted that, driven by strong AI demand, utilization rates for epoxy resin, glass fiber cloth, and glass fiber yarn have now approached nearly full capacity.
- Overall utilization of CCL and copper foil has also reached the 80 to 90% level, and he explained that the revenue share of the electronic materials segment could expand further to as much as 60% going forward.

[Laboured Opinions @PositiveDrift_]

Need to diversify holdings a bit more as my risk concentration is quite high in certain thematic AI related areas.

[Laboured Opinions @PositiveDrift_]

Instead of spouting off stupid shit probably need to do some single name equity research.
Drawing up a contract and getting some additional capital soon!

[Jukan @jukan05]

Samsung preferred is trading at a 40% discount to the common shares… Honestly, isn’t that way too cheap?

[Laboured Opinions @PositiveDrift_]

I keep coming back to this

[Steve Donzé @steve_donze]

BoJ higher rate and lesser QT are steps toward achieving virtuous outcomes, a firm yen and a stable curve. Another is redirecting fiscal space away from short-term energy caps toward pre-conflict long-term strategic priorities. The challenge? Unprecedented policy coordination.

[Laboured Opinions @PositiveDrift_]

Now AI seems to be another reason to be long USD. Just saying….

[Laboured Opinions @PositiveDrift_]

I wonder if the USD doomers have ever looked into parri passu clauses in em sovereign debt defaults and the power of US law extending court orders to third parties / and the advent of swap lines.
Was looking into this today, seems very short sited when you understand mechanisms of law and control over the financial system. Also makes me laugh at every crypto bro on here

[Laboured Opinions @PositiveDrift_]

@blondesnmoney Good research topic thanks

[Laboured Opinions @PositiveDrift_]

I also can see usd/CHF a lot higher might be wrong though

[Laboured Opinions @PositiveDrift_]

Kind of cautious in dollar positioning atm. While move in yields has been clean & market likes the reduction in forward guidance, I’d rather not take on much BOJ intervention risk.
Too many scars

[Laboured Opinions @PositiveDrift_]

Will likely close end of session and position cautiously. Want to protect gains made this time round the sun

[Laboured Opinions @PositiveDrift_]

Shorted gold small size

[Laboured Opinions @PositiveDrift_]

Turns out the usd/chf position I kept posting and then subsequently deleting was the right play.

[Jeremy @JeremyWS]

The Fed credibility trade.

5y5y real rates vs USD.

Real rates down, USD up.

Market likes it.