Map_walker

May you be well & happy

[Steph Smith @stephsmithio]

In 1994, Jeff Bezos famously spotted a stat that made him leave his high-paying PE job to start Amazon:

💡 The Internet was growing 2300% per year.

What are the generation-defining stats of today?

I'll post a few to kick things off...

[Steph Smith @stephsmithio]

💡 The @nytimes estimates that there will be a shortage of 300k semiconductor workers by 2025.

Most emerging tech depends on semiconductors, whether we're talking EVs, AI, gaming...

And making chips is highly complex – taking up to 1500 individual steps and up to 6 mos.

[Steph Smith @stephsmithio]

💡 Cyber insurance loss ratios have increased for years, despite exponentially growing rates.

Loss ratio = (costs + claim payments)/premiums

In other words, cyber security is becoming an exponential issue.

[Chicken Genius @chickengenius]

$tsla options expiry day move. Did a video for full illustration on twitter. The move: Create a rolling order.

Buy back your 740 PUT @ $153
Sell following month 740 PUT @ $155
Net Credit: $200

Buying time to be right.