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  1. mervyn

    SMCI

    I think the CEO Liang is from Taiwan, same as NVDA and AMD CEOs. Compared to white and Indian CEOs, these folks are way underpaid.
  2. mervyn

    SMCI

    If AMD is any guide, the whole sector is overpriced at the moment.
  3. mervyn

    ES Journal - 2023/2024

    now apple becomes a bank, amd still has inventory problem, tsmc got a fire, can’t see why folks are smoking.
  4. mervyn

    ES Journal - 2023/2024

    17.5pts run up, done for the day.
  5. mervyn

    Tesla 2023

    sure elon can master the game, what's the net change in price per car?
  6. mervyn

    de-dollarification, brics, 401k leverage

    US Dollar is biggest financial terrorist in the world: Uday Kotak | ET Awards 2022 https://economictimes.indiatimes.com/news/company/corporate-trends/us-dollar-is-biggest-financial-terrorist-in-the-world-uday-kotak-et-awards-2022/videoshow/99848771.cms
  7. mervyn

    ES Journal - 2023/2024

    imo it is a bad idea for scalping, better wait and not trade. ym down nearly 500 points 4 hr chart looks dramatic
  8. mervyn

    ES Journal - 2023/2024

    interesting, sold vix positions, 25% overnight
  9. mervyn

    Tesla 2023

    vehicle margin doesn’t matter when you have the market, make money on parts and services.
  10. mervyn

    Which way? China

    Set aside what the Chinese is doing, why trudeau is talking about partnering with indigenous people in his own country? is he not a pm for the canadian? sounds strange politics to me.
  11. mervyn

    Tesla 2023

    Sounds like the Chinese are very good businessmen to corner the market, 1000 bucks profit margin, that's just insane, tell Barra that.
  12. mervyn

    ES Journal - 2023/2024

    FRC went down without splash, it is the second largest bank failure after Washington Mutual. Something is not right, 40b market cap billion is gone without notice. Anyway, bought 50 cents VIX expiring in mid June. 130 points es up and down is now the range, unless…
  13. mervyn

    Tesla 2023

    Lordstown will go bankrupt. who the heck one names the company lordstown?
  14. mervyn

    ES Journal - 2023/2024

    fruitless day, 40+ rt but got stop out many times, -11 pts. reamin short overall.
  15. mervyn

    Tesla 2023

    yamaha diesel golf cart in my golf club, not ev, about half of the price.
  16. mervyn

    Tesla 2023

    https://licarco.com/byd-seagull Of course it has air bags. Strip down it must, given it only has 74 horse power, and 251 miles range, it is an inner city car. i'd say it is better than Mercedes Smart. GM killed Bolt, and sells more expensive EV. Why is that?
  17. mervyn

    Schwab is taking me for a ride!

    That's a prudent thing to do. My last t bill maturity date is 6/15, bought 65k 1 Month CD yesterday at 4.8% instead, otherwise holding cash until the issue is cleared. Also, the 4 week rate came down a lot, yesterday's 4wk auction yield was 3.89%, the lowest since January.
  18. mervyn

    Schwab is taking me for a ride!

    negative. 1 bond has a face value of 1000, you probably read it wrong, $1000 minimum.
  19. mervyn

    How America Took Out The Nord Stream Pipeline

    where were the dans when news hit?
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