Recent content by Tirant

To be clear, my comments were based on the financial statements, where I see $775MM in revenue and $306MM in stock based compensation for 4Q23. They buy shares to offset and keep the share count under control which helps, and makes it more transparent on the cash flow statement. I just feel...

Dig into SNOW since y’all were taking about it. Story sounds good and we used them a ton at my last corporate job, saw the stock was down and was like heyyy this might be interesting. Long story short I wouldn’t touch this until they get their stock based comp under control. It’s almost 50% of...

TLT looking enticing again. Anyone got a price they’re eyeing?

Lemonade up 40% lmao

Pypl is my heaviest bag sigh

Still haven’t made the jump from Ultra Short duration (JPST) to longer (TLT). Getting pretty tempting tho…

What’s the rationale for the 20 to be higher than 10 or 30? I get the concepts of normal/inverted/flattening and steepening curves but why the middle hump?

How are y’all handling the bond situation? Currently I’m split in money markets and JPST. Have y’all started scaling into longer term yet? Jumping in full speed? Have a target in mind to jump in bigly? Sanrith mentioned 5% on TLT and that’s sort of my feel as well. Dimon talking about 7% rates...

I snagged some QQQ puts a month out last Friday that are pretty red. Just pure speculation of a little reversion

Bets on whether debt ceiling raise goes through?

This is the way. Especially with the interest you can get on cash at the moment, you can collect the premiums and decent Money Market interest at the same time if you don’t get exercised.

So turns out my company had custom padding built into our Leaps, and the "tall" description was just a cyclinder upgrade. Had to go way down the rabbit hole through facilities - design consultants - the furniture shop to figure out why ours are so much better than the regular Steelcases. They...

This VIX action is confirming to me that I don’t know shit about the VIX

So the chair adventure continues. We use Leaps at work, and my chair I sit in is wonderful. In my current back pain from wfh going into work is like therapy for me to heal. I first tried an embody at home, but the hard plastic in the lower back definitely hit me wrong, sitting for an hour would...

Any brave souls buying Silvergate at these prices?