None of this is new or novel, I'm posting this moreso for newer traders to get a feel for some of the more nuanced relationships between theoretical pricing and markets. * Data: end-of-day SPY option chains, Jan 2007 → Jul …
For six years I've been a part of the Semiconductors and data centers build out and it led me to start researching. Over the last year, I've spent a lot of time researching the semiconductor and data center market. …
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So midweek Meta announced they're going to start selling their "excess" AI compute to outside customers. Meta jumped 10% on the news. https://preview.redd.it/ad1jc29aohbh1.png?width=1000&format=png&auto=webp&s=f904b16f5a5b9d3f9230289634a0bea3a4e3f050 Everything downstream of it though got cooked. The news did not sit well with a lot of …
Coins not displaying on my cold wallet app\*. For all those telling me that coins don’t display on the cold wallet itself, I obviously am aware of that.
Tor has fixed their long standing tagging attack, improved forward security, and added sufficient authentication. See [the Arti 2.5 stable release announcement](https://blog.torproject.org/arti_2_5_0_released/) too, as well as [2025/583](https://eprint.iacr.org/2025/583), [2025/2017](https://eprint.iacr.org/2025/2017), and [tor spec 359](https://spec.torproject.org/proposals/359-cgo-redux.html). *"Jean Paul Degabriele, Alessandro Melloni, Jean-Pierre Münch, and …
Please challenge my thesis, I’m looking for the strongest counter arguments. Wise is a founder led company with an expanding moat driven by economies of scale. As volumes increase, it lowers fees, attracting more users, and reinforcing the flywheel. The …