Reddit Posts
Anyone buy 0DE Spy Puts to hedge their weekly NVDA calls?
The Companies Cutting Jobs in 2024: Here’s the List
The Companies Cutting Jobs in 2024: Here’s the List
SyNBiotic - On the move (Germany's Cannabis/CBD leader)
Salona Global Medical Device Corporation $LNDZF (OTC) or $SGMD (TSX) : Medical Devices
$HSCS .27 WAS OVER 100% This could be a great stock for long or short term!!
HSCS Gains Over 100% AWESOME Potential
Vanguard is scamming mutual fund buyers
Vanguard is scamming mutual fund buyers.
MetAlert (MLRT) Purchase order for Gun Tracking & Safety Technology
Edison Lithium Corp. An Overlooked Lithium Junior To Take Notice Of (TSXV: EDDY; OTCQB: EDDYF)
WSJ - How Good is AI at Taking Your Drive Thru Order?
What’s your stock market investing strategies?
There's something I'm not getting about vertical debit spreads
Insider Trading Weekly Update #043: Matrix Capital Bets $107M on Biotech, $MSTR Senior EVP Sheds 97% of Stake | Insider Trading Recap
What am I missing about Sixt Vz. ?
Foreign (DAX) Stocks with great underlying financials
DHC Merger the RMR group fucking over investors and how to make money off it
$100,000 DE Bet (Low CPI and this is at $400)
Wall Street Newsletter S03E01: Complacency or Disbelief?
NETRAMARK (CSE: AIAI) (Frankfurt: 8TV) (OTC: AINMF) THE FIRST PUBLIC AI COMPANY TO LAUNCH CLINICAL TRIAL DE-RISKING TECHNOLOGY THAT INTEGRATES CHATGPT
Recession? Here's why top industrial CEOs are super bullish on the economy
A ChatGPT trading algorithm delivered 500% returns in stock market. My breakdown on what this means for hedge funds and retail investors.
A ChatGPT trading algorithm delivered 500% returns in stock market. My breakdown on what this means for hedge funds and retail investors.
A ChatGPT trading algorithm delivered 500% returns in stock market. My breakdown on what this means for hedge funds and retail investors.
A ChatGPT trading algorithm delivered 500% returns in stock market. My breakdown on what this means for hedge funds and retail investors.
Skywater Technologies rips today?
Skywater Technologies - A phenomenal opportunity?
Skywater Technologies - A phenomenal opportunity?
Nexters: a DE-SPAC video game developer of “Hero Wars” fame is back trading on NASDAQ!
Deutsche Bank default up next / inconsistency with AT-1 (Additional Tier 1) notes
DE legal cannabis bills advance in Senate (Newsletter: March 16, 2023)
dividend stocks - what are your favourites and why ?
Tesla Headed to $2T Market Cap long term
The Boom Time for Farmers Can Last. Who Will Reap the Rewards.
DE-SPAC with lots of Insider buys! SNAX / Stryve foods I also love their meat snacks!!!!
🍗 All The Most Important Stock Market News from Today 02/17/23
🍗 All The Most Important Stock Market News from Today 02/17/23
Ray Dalio's Economic and Investment Principles
Edmond DE Rothschild Holding S.A. Raises Stock Holdings in Toast, Inc. (NYSE:TOST)
Empowered Funds LLC purchases 114,529 Cipher Mining Inc. shares.
DE & MN cannabis legalization bills advance (Newsletter: January 26, 2023)
Cipher Mining Inc. Short Interest Update
Avacta life sciences (RTQ1): Sure shot Pharma stock!!!#AAPL#GAMESTOP
Van ECK Associates Corp acquires 127,088 Cipher Mining Inc. shares
Whats going on with Magroce AG ? + 1700% in the last 30 days ?
Magforce AG + 1700% in the last 30 Days ?
Van ECK Associates Corp Buys 127,088 Shares of Cipher Mining Inc.
$RVSN Continues its Bull Run, Marks Milestone with Second Successful POC
Already heavily in index funds but now looking for individual stock picks - I’m planning on adding around $4k each month balancing them.
Nuclear Fusion gonna be a game changer in Fuel & Energy sector
FEW MILLION DOLLAR SHORT POSITION. UPDATED POSITIONING. Also, I still get no biches 😔
o where do I stand.. week ending 12-2
Stock Market Today (as of Nov 25, 2022)
Jim Cramer says Deere (DE), which is trading at an all-time high, shows how the path of least resistance for the cyclicals is higher. Including Nucor (NUE) & (CAT). Do you think we might see a reversal now that Cramer is long?
$SOLO (ElectraMeccanica) is about to break out. Here’s why.
FEW MILLION DOLLAR SHORT POSITION ON MARGIN. UPDATED POSITIONING.
Trying to have a sense of the riskiness of (European) real estate companies like Vonovia
1812 Brewing $KEGS Company Joins Watertown Wolves Sponsorship Team
SPEYF adds a new HUGE addition to their advisory board
CNBC Pro ‘Very attractive’: Buy this automaker to play massive pent-up demand in U.S., fund manager says
$CAT Caterpillar’s dance steps are easy to follow, DE leads
German Bund Yield spread b/w 30yr & 2yr are inverted for the first time in history. (DE30y-DE02y)
Hero Technologies Executes Purchase Agreement to Buy Land in Michigan for Cannabis Operations
Chipmaker Qualcomm says automotive future business expands to $30 bln
$TWTR concealed from Elon Musk the fact that it paid former security chief-turned-whistleblower Peiter Zatko $7M in exchange for his silence in the form of an NDA one month before suing Musk. Will this impact the DE litigation? Is Twitter's chance of victory still 50/50? Please comment.
Mentions
Why does DE not mooning as hard as CAT
Was wondering about how this matches the performance of my own stock funds (S&P 500 Information Tech USD (Acc), IE00B3WJKG14), up 6.5% YoY after last Fridays recovery. Solution: It's in Euro. Your 15% gain is in USD. In comparison, STOXX Europe 600 EUR (DE0002635307, covering broad range of industries) is YoY 14.2%... (Wait two months, though, YoY will look amazing when last years reference is in the April dip :-))
This is false, you don’t trade on news. Not me. I trade on fundamentals of a company. Which are shown every 3 months to everyone at the same time with earnings. It’s a public market which is why we have auditors. The most undervalued stocks are WDC, SNDK, LITE, AVGO, AMZN, DE, CAT. Which can still go up a lot. No news trading here, just purely on fundamentals.
Throw cash towards these 3 stocks and you'll 100% thank me later DE, EZN, and UTS
Where's $DE +6.73% (5 days) + 21.3% (last 30 days) or $CAT +1.98% (last 5) +10% (last 30 days) from WSB scoreboard? Does this place only follow & buy the losing stocks??
Absolute doomer perspective. I work in tech in DS/DE. AI is absolutely nowhere near replacing engineers. It is extremely fallible even with extremely explicit and unambiguous instructions. And what happens if you can’t prompt your way to debugging something? You need a human to understand the code and go in and fix it. We’re not going to see anything close to AGI by scaling LLMs (Yann LeCun speaks about this frequently) and it is much more likely that we see diminishing returns on scaling LLMs rather than continued exponential growth (I would argue we are already in the diminishing return phase). There would need to be massive paradigm shifting changes in AI infrastructure away from the LLM/transformer-based algorithm to have something that fully replaces humans. I could see in 20 or 30 years we have those breakthroughs but 3 years is almost certainly not true, especially since the current solution seems to be throwing billions of dollars to scale LLMs instead of focusing on better solutions
No one knows, but the market is trying to be forward looking. If you are not sure what software or sectors will be replaced by AI and at what price these services will be able to price their services then sell it all. What stocks will AI have the least effect on? $DE, $CAT, $T, $XOM, $PM, $WMT? Buy those stocks even if they are overvalued until the market can figure out a narrative. Money is trying to find a place to hide right now in this uncertainty.
I've been using M1NDTR8DE as a more affordable alternative to TradeZella at €19/month. It tracks stats and lets you annotate trades like you want, plus it adds an AI coach to help spot emotional mistakes, which was a game changer for me. The UI isn't super flashy but it’s clean and functional, and the 14-day free trial made it easy to test out before committing.
Another new ATH for $XOM, $DE, and $CAT. For shits & giggles I compared $DE vs $MSFT performance on a 5 year chart. $DE w/ 83.48% gain has outperformed $MSFT with a 71.58% gain over the last 5 years from today. You can find growth outside of Big Tech by diversifying your port.
3k ready to be “invested’ into 0DE 🧑🦼➡️ Lets get it
The money flew from tech stocks after dot com to housing, banks, and commodities. The S&P was flat from 2002-2012. The flight to safety created a bubble in the banks stocks until 2008 GFC popped that bubble. But, yeah crude oil, commodities, gold, and hosing did very well. Everyone only talks about tech stocks here. But if you had invested in $CAT, $DE, $XOM, and $WMT after 2002 you would have done just as well as investing in the Mag 7.
I don't know why everyone here is so negative. It's been a great day. 4 of my stock holdings hit new all time highs today. $DE, $CAT, $ITW, and $XOM. Plus gold & silver have had a nice bounce back day today after the rough sell-off the last 2 days. My port looks like John Deere Green.
New ATH for Illinois Tool Works, $ITW Never go all in on just 1 sector. Many here are 100% into Big Tech. If you would have diversified just 25% of your MAG 7 holdings into $DE, $CAT, and $ITW you would be feeling a lot better today.
New ATH's for both $CAT and $DE this morning. Those 2 might be the biggest winning stocks in the market that are never mentioned here.
You're a bit late to that party. Eurobonds already exist. They were extensively used during COVID, during initial the invasion of Ukraine, and most recently instead of seizing Russian assets. I think you're quite under informed on what's been happening in this space, as you're still repeating the expired talking points of the frugal nutjobs (DE, NL, AT, FI) of 10 years ago that even they have abandoned. PS By your argument, the US should not issue bonds since the credit worthiness of every state is different. What captrap! Also, the EU gets BETTER rates together than the Germans alone, not worse! It is larger and has bigger capacity to pay.
Yes AG is tough to trade outside of $DE. However if you think we are stopping by just weaponizing gold, silver, copper, crude oil, and rare earth materials, just wait until countries start buying & hoarding potash & phosphorus (fertilizer). I'm buying all the commodities, but fertilizer is the last one that has started moving higher.
Was just looking at SPYL.DE measured in Euros, the S&P return over the last year is only like 3% in Euros lol
are we hoping on DE tomorrow or is it all fugazi
VXUS or Blackrock's IXUA.DE would be my recommendation.
DE000FD2VQC3 That's the ID number of the 10x leveraged ones
RWE EN.PA ENR.DE SPLT PHSP PHGP European engineering and defence stocks, and metals priced in GBP.
https://youtu.be/grBAL5vI7DE?si=5Yrloo_cj7jdOu0m Reminds me Of Bill Hicks
Hello What do you think of the broker DE GIRO? Please give me your opinion. Thank you.
As far as I can tell it’s nothing more than a rotation going on. Selling winners and buying quality companies that have sat stagnant. Look at DE today
What caused DE to take off mid day?
The entire reason for 24 hour trading is for the big firms like Citadel, DE Shaw etc to profit. They'll make spreads miles wide during low liquidity hours and make a fucking killing off it, and that's just the market making side. The equities trading sections will also be able to manipulate prices more easily too during those hours, leading to even bigger profits for them. They are the only people that want this stuff, I'm fully convinced that's why many of them got involved in crypto, to test out their 24 hour trading strategies and improve their edge there and then apply it to equities.
Does it include after hours? check [INL.DE](http://INL.DE) on finance yahoo, translated to dollars we're trading on an **illiquid** market at roughly 46.4\~46.5 (depending on the exchange rate you use). Barely a noticeable drop. If anything this would signify that US markets might dip, but be immediately bought up / crab (at least for this ticker). I don't think this is as concerning as many people think, especially for the companies that are primarily owned by institutional investors, as they will probably consider this a nothing burger. This is btw more of a hint as to what to short than what to buy.
where did you get INTC -3.07%? [INL.DE](http://INL.DE) (Intel on XETRA) shows -1%. Makes me wonder about the rest of these tickers.
oh right, IBRX has euorpean stock pair on german exchange, its up above 7 dollars now: [https://www.marketwatch.com/investing/stock/26ca?countryCode=DE&iso=XFRA](https://www.marketwatch.com/investing/stock/26ca?countryCode=DE&iso=XFRA)
It’s been that way since it started, it has always been about 0DE SPY calls/puts and was only a couple 100k or so people and was a really cool sub with an interesting degenerate culture, but after DFV and the GME thing the sub blew up to millions and millions of normies and it lost its identity for the most part. A lot of folks tried to bitch about the culture shift it in the beginning but resistance was futile. Not the sub is kind of a shit show.
Much more than that. Pretty sure they met when they both worked at DE Shaw before they started Amazon. So I’m pretty sure she has plenty of financial skills.
2500 in 1DE calls if Reddit falls 10% . Hopefully this goes good
/r/linux4noobs Join us. Most major Linux distros and desktop environments have been easy to use for a long time now. Look for a distro with KDE Plasma if you want a DE that's like the best days of Windows but modern, like Fedora KDE Plasma or Kubuntu.
In the year of our Lord 2026: Futes open red, drop more overnight and then spend rest of the pre-market grinding up to then chop around all day in market. Fuck everyone equally. We have reached our DE&I goals.
Apple and LULU calls 7DE. Let’s see how this pans out.
Actually - they’ll move together, so maybe I’ll cover my catcall with a DE put too
They are both similar, CAT is bigger. As a hedge I may get a DE $490p for tomorrow too. So if it goes down I make a little bit of money
Yeah that ripped, I considered DE but I figured us farming weak - maybe CAT has better exposure to more industries? I don’t know what I’m talking about.
I have a gambling account for options so I only got 4. The rest I’m in APPLE calls and META calls for next week. In 2020 I turned $10K to $1M but lost it all lol. So I’m just having fun with a small account so it doesn’t destroy my mental health haha I am really confident. I was going to pick DE or CAT. If you look at DE today it did the move already. The $500c went from .10 to 4.00 lol
Nice! Youre up on those already! Look at DE, it should make a similar move if not bigger. I think it will be a 8% move
Similar move like DE today. It just lagging behind. Which position you get?
$HII, $LMT, $BLDR, $MOS, $COST, $F, $BBY, and $DE are all up +4% plus. This is a hell of a rotation out of the reddit Scan Altman AI stocks into everything else. If you threw a dart at a board listing all the stocks never mentioned on reddit, you'd have a great chance hitting a stock that Green today.
I'm building positions in serial acquirors with strong capital allocation skills and significant insider ownership aligned with shareholders for multi decade hold periods. Most interested in the smaller, earlier ones that have a chance at being the next Constellation Software (also own), Danaher, Berkshire, etc. Highest conviction are TerraVest (TKV.TO) and Chapters Group (CHG.DE). Medium high conviction on Kelly Partners (KPG.AX) and StoneX (SNEX). For bigger more stable names, HEICO (HEI-A) is great and comes in just under $50B, as does Fairfax Financial (FRFHF). Topicus (TOI.V) and Lumine (LMN.V) from the Constellation software have done the opposite of running up in the past six months... Would be buying more if I weren't already fully allocated in those positions.
*"We're talking a military strike in a week. And when the sand settles, our country will do what it does best: clean up, infrastructure. Democracy wins".* lol, Tom would be proud. *now* explains call jumps on CAT, DE.
If you would've spent $80 on IWM 0DE calls at 1pm, you would've made about $8k if you held to expiration.
DECK, CAT, NKE, WMT, DE, COST and all semi stocks
910 holding strong. 0DE puts r ded
Rheinmetall AG (RHM.DE) might get hot again
I don’t like trump but GOD BLESS USA! Qué felicidad! DIOS BENDIGA LOS ESTADOS UNIDOS DE AMÉRICA. Fuera maduro, fuera Petro fuera comunismo
I'm a long-term CAT holder. I'd also buy KMTUF (for the Asian market) and DE (for agricultural). Very hard for any newcomer to catch these dominant players.
No. The follow on would be “what’s DE?” “What’s DN” doesn’t work. — science
Market Watch: Renewal Fuels, Inc. is a diversified business enterprise focused on providing valuable products and services to consumers and businesses. The company was founded on March 9, 2007 and is headquartered in Dover, DE.
I don't know anything about FJET myself besides a brief scan & it didn't hit my radar. FJET looks like a hype play on IPO and is likely to experience a major drawdown vs a fundamental play backed by institutional backing (wells Fargo / DE Shaw). IRENs been consolidating well for a further leg up with my aim being a payout early january along with IRENs monthly operational updates. I'm finding myself looking for more undervalued stocks that if the squeeze does fail I still believe in its longterm growth
Industrial robotics and tech: SYM, UBER, AMZN, MU, AMD, U. Some EU tickers are very discounted too: [AIXA.DE](http://AIXA.DE), [SY1.DE](http://SY1.DE), [SHL.DE](http://SHL.DE), [UNA.AS](http://UNA.AS), WOSB.DE. Some are up but positioned to do well in lower rates: [DBK.DE](http://DBK.DE), [DHL.DE](http://DHL.DE), PST.MI.
r/circusgroup (CA1/ DE000A2YN355/ A2YN35) Canteens will soon be replaced or supplemented on a large scale, especially in the military.
This is my fourth short trade this month, and all of them have been profitable. The entry timing using 0DE was crucial. I could have made even more profit, but I'm not greedy; the profit I made is more than enough, and I'm very satisfied with the results, which I've documented with screenshots
I (37M in US) recently inherited roughly $300K and am not sure what to do with it. I feel kind of behind on saving for retirement (\~$100K in IRA mainly in $VTI/$VXUS/$BND/$VNQ, small positions in $KO, $HD, $DE, $MSFT), \~$50K in a taxable account that's mostly in $AAPL). I don't own a home but don't feel like this is a great time to be getting into the market as a first time buyer. I wouldn't necessarily need to use the money any time soon, but it would be nice to be able to use some of it for a down payment if an opportunity to buy a house came up. No debt - no mortgage, car is paid for, and student loans were paid off some time ago.
WTF, just saw this post and checked the price I bought my CORSAIR VENGEANCE RGB DDR5 RAM 32GB (2x16GB) 6000MHz CL36 and I was shocked. I bought this one in April 2023 on amazon (DE) for 110 EUR (129 USD) and now that same performance will cost me 462 EUR (542 USD)
$DE is up over 1.5%. $CF up 3.5%, $MOS up 5%. Money is moving into agriculture. I guess someone is buying the real dip. That looks a bit defensive to me.
hOLD WEN DE;/S FOR EVER SQUAR BURGAR 💎👐🦅
greece outperforming germany in: - gdp growth: 2.3% vs. -0.1% in 2024 - unemployment trajectory: in GR: 8.2% lowest since 2009 in DE rising to 6.3% in october highest since 2020 (also remember germany has a lot of underemployment and they only work 35-40h fulltime) - business confidence - ATHEX ytd 43.1%; DAX ytd 18.70%
$DE has followed the $AAPL and $MSFT product strategy of planned obsolescence.
I've had a great month in Nov shorting $NVDA and $QQQ. For full disclosure I completely sold out of my leveraged $NVDA short ETF's yesterday. The $QQQ is at the price levels that I had previously started buying $SQQQ. I might start that short again, however, I am also looking at putting my bearish short gains into agriculture stocks $MOS and $DE. Buy low, sell high. .
$DE is down 5% today after beating on earnings but delivering some pretty piss poor guidance. \- Deere expects net income between $4 billion and $4.75 billion. Analysts are looking for $5.11 billion and would be a drop from the $5.027 billion reported for the year just ended. \- Deere in August said tariffs such as those on US imports of steel and aluminum cost the company $600 million. This is what I find most interesting as Deere & Co has a long history of sandbagging their earnings with very conservative guidance. “Looking ahead, we believe 2026 will mark the bottom of the large ag cycle,” Chief Executive Officer John May said in a statement.
Looks like tariffs are helping out DE as well. 😂
DE 10% slide on miss and lower guidance
DE has been on a solid run. A lot of the engineering names have also been killing it. AGX, FIX, IESC, ECG, PRIM have been crushing it.
It's very interesting to see a data center being built on my commute to & from work every day. They are excavated in an area I would estimate to be about 6 farms or maybe 3000+ acres of farm land. You see corn fields as far as the eyes can see, and then there's this huge barren wasteland area with CAT bulldozers and semi trucks and dump trucks everywhere. Napkin math of 180 bu of corn / acre would mean a loss of half million bu of corn / year for 1 data center. Maybe $DE is the stock pick from this data center fallout that I haven't even considered yet.
My foolproof plan of full porting 0DE puts appears to have some unforeseen downsides
Still yoloing on DE calls tho lol
https://www.google.com/search?client=ms-android-verizon-us-rvc3&sca_esv=052283a6d4230c4d&sxsrf=AE3TifObAYCLMtCeLtzfFscsXJd1VPyV1A:1763410874308&udm=2&fbs=AIIjpHwdlVWI4oi2g38E8_BbusNm3pTf6ItdW8-u0JVVBgXow2SS4XfWu_GDEb99WFnlrQTRreI6irPtfZJtDa4EEIgg0x3tUHxLg3XXRnTxVRQ9Q7pqPW_5d9D9bjlcc_FI4eiXFFuA2L4hCBXp_cA75QSMfg7MVtBvVSBLtS3P3hfBQmVCwpaMKjVAJW0aw1MLQ-ik4sEBWhHYuAaEJ2bboZEDax3yXXHxi39ufn6Ywy5BzuPB-DE&q=hm+curious+i+see+you+participate+in+society&sa=X&ved=2ahUKEwjFhoa2gfqQAxV52PACHS2QCyUQtKgLegQIFBAB&biw=384&bih=692&dpr=2.81#sv=CAMSURoyKhBlLWI5OXdzTUcwSzViMFRNMg5iOTl3c01HMEs1YjBUTToOSG1HbjFmVEhPb0oyOE0gBCoXCgFzEhBlLWI5OXdzTUcwSzViMFRNGAEwARgHIMfg7s4IMAFKCggCEAIYAiACKAI
I’d just go: 75% SPY, 15% BND, 10% cash. If you wanted to buy some individual companies to throw into the mix: PEP - soda and snacks giant CAT or DE - farm and heavy equipment MSFT - O/S software GOOG - search engine, Ai, maps, email, YouTube, it basically has it all. META - social media, Ai AMZN - consumer goods, web servers, Ring MMM - all kinds of materials, industrial and consumer, spun off its ear plug division which has serious legal issues BK - large integrated global bank, too big to fail PM - global tobacco manufacturer DIS - entertainment, legacy media
I'm European, my portfolio is in EUR. I own e.g. this ETF https://finance.yahoo.com/quote/SXR8.DE/ . YTD +3.6%.
Quarter port AMD 2DE 255p. Die piggy
Same but with 0DE calls Buying the dip only works when your dip doesn’t expire
I went to yahoo finance and compared the Alphabetically first equal weight index: Amundi S&P 500 Equal Weight : [https://finance.yahoo.com/quote/WELE.DE/](https://finance.yahoo.com/quote/WELE.DE/) 34.3% gain over 5 years. to VOO: [https://finance.yahoo.com/quote/VOO/](https://finance.yahoo.com/quote/VOO/) 90.7% gain over 5 years. Admittedly, OP believes there is a bubble, so past performance probably doesn't mean a lot.
Why is John Deere DE mooning?
Top Holdings: [](https://finance.yahoo.com/quote/2330.TW/) Taiwan Semiconductor Manufacturing Company Limited**2.77%**[](https://finance.yahoo.com/quote/0700.HK/)TENCENT**1.38%**[](https://finance.yahoo.com/quote/9988.HK/)Alibaba Group Holding Limited**1.05%**[](https://finance.yahoo.com/quote/ASML.AS/)ASML Holding N.V.**1.01%**[](https://finance.yahoo.com/quote/005930.KS/)Samsung Electronics Co., Ltd.**0.74%**[](https://finance.yahoo.com/quote/SAP.DE/)SAP SE**0.72%**[](https://finance.yahoo.com/quote/HSBA.L/)HSBC Holdings plc**0.64%**[](https://finance.yahoo.com/quote/NOVN.SW/)Novartis AG**0.63%**[](https://finance.yahoo.com/quote/ROG.SW/)Roche Holding AG**0.62%**[](https://finance.yahoo.com/quote/NESN.SW/)Nestlé S.A.**0.61%**
Too many possibilities. I assume he may be assisting a transformation. Address is to a Registered Agent Hub. Chat GPT: Address Listed for Officer: 8 The Green, Dover, DE 19901 — the same Delaware “registered-agent hub” address used by thousands of companies for statutory purposes. “8 The Green” is a standard agent address (as we discussed earlier), which means Hawkins is likely used as part of an agent service to register the corporation.
Did you even read the paper then cause Foldvary covers credit cycles (how credit effects the cycle), interest rates and monetary policy. Tech shocks are soft and small/shirt lived disruptions in terms of dips, and they tend to be market specific rather then you know, deeply effecting the whole economy like the land market does. After all, everything relies on land, neither labor or capital can function without access to it, and as soon as the speculative bubble on a key factor of production that is a non-reproducible asset reaches a point that neither labor or capital can afford to use it, the whole economy crashes as a result. Server farms still need land. Here's some shorts of Foldvary on the matter: https://youtube.com/shorts/GFnVPwhs2DE?si=z56ftmRbviOjp7vg https://youtube.com/shorts/mdtona5gqmg?si=tVJNsSf14LrDlRWZ https://m.youtube.com/shorts/MULNPuc4AKc https://m.youtube.com/shorts/eDikPynkXk8 https://youtube.com/shorts/xkiMpv6ceOM?si=zks585KuzP_Eo30n And Harrison on the subject: https://youtu.be/HhNLwcIaNJQ?si=M4SUXUPiTBUOcInZ https://www.thisismoney.co.uk/money/mortgageshome/article-9601221/The-18-year-property-cycle-tips-house-price-boom-crash-2026.html And Martin Wolf on how stupid it is to ignore this rent-seeking that clearly leads to a boom-bust cycle and ultimately makes the economy worse off; ignoring the negative externalities of rent-seeking in the economy and not implementing a solution, of which the one for the most important factor of the economy, land, would be to tax that economic rent away and use it for public good, and stop taxing production and capital, which just leads to deadweight loss.
A 501c3 has no shareholders. Even though it is worth maybe 100B, the non-profit will donate 100's of billions for society. This is what a classic successful non-profit will look like 100K in salaries and 100B in legit program grants. This non-profit is likely going to be the most impactful in the world given the amount of ammunition to pay grants with 0 overhead/salary to run. The part that MSFT owns and where the non-profit, Softbank other VC's owns are always for profit but controlled by the non-profit board. So while you can argue how a 500B enterprise is really about public benefit, it is controlled by this board. It's just capitalized with shares instead of partnership allocation. And be that as it may, Anthropic, which is known for strong governance is set up as a public benefit all the same. The law is the law and there is nothing DE and CA or anyone can do to impact the conversion.
BYND is going lower because of the convertible notes that had been tendered. This is essentially a debt for equity swap, resulting in the outstanding share count more than quintupling from 76 million to over 397.6 million shares outstanding. The lockup period to sell shares ended on Oct. 16 for the convertible note holders, meaning they were free to dump 397.6 Million shares onto the market. That BYND somehow, happened to become a meme stock at the right place at the right time was a miraculous godsend for the biggest note holders, DE Shaw, Wolverine Asset Mgmt, and Context Funds. They likely dumped their shares into your diamond hands.... [https://finance.yahoo.com/news/beyond-meats-1-600-4-075100281.html](https://finance.yahoo.com/news/beyond-meats-1-600-4-075100281.html)
[⚠️ WKN](https://www.onvista.de/derivate/Optionsscheine/309800228-HT8V8W-DE000HT8V8W3?utm_campaign=share&utm_medium=ios%20app&utm_source=ov)
You’re managing it the right way. DE’s been grinding higher with low IV, so your main risk now is gamma and time decay eating into that short. Just stay mechanical. if price keeps pushing above your upper short strike, roll the call calendar higher to re center your tent and keep delta neutral. You can trim or add shares around that roll depending on where your net delta sits. If forward vol edge is gone, converting the upper side into a call vertical like you mentioned is clean and risk defined. Otherwise, as long as IV stays stable and you’re near expiration, just let theta work. don’t overadjust unless you see another vol expansion Puts being dead is fine here, they’re doing their job offsetting a bit of downside vega if we pull back.
Solid! Still have overexposure risks and miss opportunities. A precision and proactive risk management might be tighten it up by hedging to +0.1 delta, rolling 470 calls to 480 if DE hits $475, setting a $460 put stop-loss, and closing early if the vol edge fades. Good luck! 👍
Can you further define data quality? I’ve ran DE teams and have friends who work there. Not sure I agree so perhaps you mean something different.
I hear you, there's definitely a certain charm to someone losing their life savings because they chased after some 0DE SPY puts but these meme stock fads feel like borderline ponze schemes. Yesterday I saw a bunch of less than 30 day old accounts promising to host lotteries if the BYND price went about $5, this was in other subreddits like the pennystock one mind you but surely that shit has to be illegal?
https://preview.redd.it/9pa11jgzhtwf1.png?width=3336&format=png&auto=webp&s=f516124fa5a717faa2627523d3625023a99ca05e Looks like there were 2 x 13Ds filed. One for WAM and another for DE Shaw.
owning 15k shares now as well. it‘s a no brainer to buy at this price. DE SHAW is in as well btw
Who bought 0DE $8 calls on BYND? Show yourself
Btw Apple is down 7.4% ytd in euroes and other currencies. Big part of the reason stocks look unstoppable is that the value of the usd has plummeted. https://finance.yahoo.com/quote/APC.DE
The same six core stocks I've always bought. AXP, COST, MSFT, DE, AAPL and ORI. Sure I dabble in other stuff (thank you ASTS!) and I'll take small fliers on interesting stories (right now GT, KDP, QXO) but I buy my core six on moderate dips and carry on.