Tmac
Adventurer
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Investing General Discussion
- Thread starter Furious
- Start date
Kiroy
Marine Biologist
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Khane
Got something right about marriage
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I'm trying very hard to have diamond hands on the VLO stock I bought before the Iran conflict started. Up 58.9% year to date and up most days even when oil takes a hit. It's well outside of my normal long term stuff in my index funds, I just had some extra funds. My entire portfolio is index funds and some XOM that I inherited. I'm sure I jinxed it now.
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I've had this spreadsheet for over 15 years now, never bit the bullet (because of the total capital at risk) but I'm going to do it now that I actually have money to buy the stock outright if I needed to. Selling deep ITM put LEAPs on $RDDT at $125
Why?
1) You pay long term capital gains on the premiums
2) The margin requirement on naked deep ITM puts is astronomically low, so your return on net margin is very compelling.
3) Reddit has great value at this price.
Why?
1) You pay long term capital gains on the premiums
2) The margin requirement on naked deep ITM puts is astronomically low, so your return on net margin is very compelling.
3) Reddit has great value at this price.
Khane
Got something right about marriage
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And the AI consolidation begins:
finance.yahoo.com
This makes all the sense in the world to me. Musk is a fucking lunatic but he's essentially always ahead of the curve and X AI just isn't really in the conversation as a real enterprise competitor at the moment. I expect him to fix that by doing more of this, and also continuing to squeeze competitors like Anthropic by actually having datacenter space to lease that they can't otherwise get. He's holding *most* of the cards now.
And of course, the obvious, first to IPO for more fundraising and actually has a highly profitable arm of the company in Starlink.
SpaceX to buy AI coding startup Cursor for $60 billion in enterprise push
Elon Musk's SpaceX said on Tuesday it would acquire Anysphere, the software firm behind the popular AI coding agent Cursor, for $60 billion, in a bid to ramp up its presence in the enterprise AI market. The announcement comes just days after Musk took his rockets-to-AI company public in a...
finance.yahoo.com
This makes all the sense in the world to me. Musk is a fucking lunatic but he's essentially always ahead of the curve and X AI just isn't really in the conversation as a real enterprise competitor at the moment. I expect him to fix that by doing more of this, and also continuing to squeeze competitors like Anthropic by actually having datacenter space to lease that they can't otherwise get. He's holding *most* of the cards now.
And of course, the obvious, first to IPO for more fundraising and actually has a highly profitable arm of the company in Starlink.
