VG

Financial Musings

[VG @vgfx]

Also bought back my $TLT $83 puts I had sold a few weeks ago.

[VG @vgfx]

Alert the media. some one is trying to buy $META

[VG @vgfx]

so let's assume the Spacex IPO is 4 times over subscribed. Some folks will not get an allocation. so unless they are going to buy it when it's trading , some of that cash they raised will have to go back to whatever it was invested in. $QQQ

[VG @vgfx]

Just covered my $TLT $82 puts I had sold.

[VG @vgfx]

The Ton deaf CFO's at these tech companies is amazing to me. $QQQ

[VG @vgfx]

$META and $GOOGL as piggy banks for the up coming IPO's Hopefully the selling stops when they come public.

[VG @vgfx]

IMO all these will be up tomorrow.

[VG @vgfx]

$AMZN $GOOGL $MSFT $META all down. $QQQ up 1%

[VG @vgfx]

$AMZN $GOOGL $MSFT $META all down. $QQQ up 1%

[VG @vgfx]

What is the difference between a drunk sailor and $META. A drunk sailor can only spend what's in his pocket.

[VG @vgfx]

$META down another $8 . Keep up the good work.

[VG @vgfx]

$META down another $8 . Keep up the good work.

[VG @vgfx]

$CPNG up over 11% at the open.

[VG @vgfx]

$SLV is now down 50% from the recent high. Yet I don't see any aggressive buying.

[VG @vgfx]

The early days of AI are a large sucking sound of money getting wasted. a few years from now when these things are operational, you can replace those operations for a fraction of the cost. and as usual the shovel and pick sellers will be the winner. $QQQ

[VG @vgfx]

If those who are making decisions at $META came out and said they are holding back on the drunken shopping spree for a few quarters, the stock will be up $100.

[VG @vgfx]

If I was in the tech industry, I would be working on how to use less chips, less data centers to achieve the same result. that is where the money is. Not chasing what every one else is chasing. It will become a commodity and devalue in a big way. $QQQ

[VG @vgfx]

I have a question. since these momo funds don't participate in IPO's I'm assuming. What are they going to buy when these IPO's come out. $QQQ

[VG @vgfx]

Just sold some $695 puts in $SPY

[VG @vgfx]

$GOOGL announced a share sale, and the stock is down 5% since then. FT rights a story about how $META is considering a share sale, and the stock is down 8% and $META has nothing to show for it, but a lower stock. What a lousy mismanagement of finances by the company.

[VG @vgfx]

Question of the day. 30% of Spacex IPO goes to retail. what percentage has the intention of dumping it on the first day?

[VG @vgfx]

The most amazing thing about why tech is looking weak, it's in the control of the companies, who are trying to spend more then the investors want them to do. all they have to do, is pull in the spending just a little. and things will stabilize. $QQQ