Recent content by george_the_second

Creative destruction

All major players are working on their in-house AI chips to cut costs, but TSMC has limited excess capacity. Once Intel ramps up yields on their newest foundry nodes to cover the demand for custom chips, it's end of the line for NVDA's parabolic run. However, that doesn't look likely for at...

This sounds a lot like portfolio margin

I don't mind paying Tradingview instead of IBKR data if the charts can be integrated into TWS ecosystem.

Seems like they only borrowed the interface from Tradingview, but not the data feed. Charts freeze if you try to load longer time spans and switch between granulation. This doesn't happen on TV's native platform.

Good foresight, but in trading being right too early is the same as being wrong.

"The dollar is going to toilet" Meanwhile the DX in the last year: While BTC in the same period:

Almost a year into Cohen becoming chairman, GME has yet to reveal a money-making strategy, which is what he demanded from management in the first place when he acquired his activist position. How ironic is that? The NFT play is too fresh to provide any predictability on cashflow. Management...

Earnings came out, no mention of BTC, position stays the same. Why would one assume that Elon behaves like a trader with stop losses?

"Protect Yourself and Profit in the Next Global Financial Meltdown" Book written in 2009. Author predicted that stocks will continue to fall. Seems like a hard case of recency bias. 13 years of economic rebound missed had you listened to the author back then and throwed everything in gold, as...

Back on Reddit the fans of the stock are claiming that because this news was already known and it was not an official announcement it could not have been retail action, but instead institutions settling failure-to-delivers in ETFs holding GME (or something like that) and they fabricated a story...

It did drop to under $29k and he didn't sell, so who knows. They have $16 bln in cash and only 10% in BTC, so there's not much pressure. Hard to predict Elon, he accepted DOGE as payment while few would take the coin seriously. He's pretty supportive of Jack Dorsey, who is a BTC maximalist. He...

Market makers and eligible investors who bought before IPO day?

It is now, but it seemed to be fading with volume decreasing after touching $20 around 11 AM