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Regarding Tax Managed Investing
Has anyone tried Direct Indexing through a Tax-Managed SMA (Separately Managed Account)? I'm interested in knowing what portfolio performance has looked like after fees, taxes, and withdrawals for income. Also curious whether people have managed to produce tax alpha over long periods of time because I'd assume cost basis of …
USG blocking frontier models - and the impact on compute revenue being surprisingly positive? My thesis:
The US government has blocked the release of Anthropic Mythos, and is slow walking the release of openAI GPT5.6 to individual customers (enterprises probably) approved by the government one by one This means Chinese open source open weight models are going to catch up to parity with legacy GPT5.5 and …
Stop missing the early buys on EasyA Kickstart — free bot that alerts you the second money moves in
Been aping EasyA Kickstart tokens and got tired of finding out about the runners after they already 2-3x'd. So I built a free Telegram bot that pings me the instant buys start hitting — figured this crowd would get the most out of it. Why it helps you catch moonshots …
Ondo Starts 24/7 Minting, Redemption for Tokenized Stocks & ETFs
The CLARITY Act Timeline Just Got a Whole Lot Tighter
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
ok so MU print was straight up a beat with blowout guidance and the ripple was insane. pulled the chart from moomoo this morning and WDC popped 11%, SNDK 12%, QCOM 12%, STX 7%, ARM 5%, with INTC ASML and AMD all up 3% plus. semis basically lifted off. but …
MSTR long hold
Obviously a bet on BTC. Me and Saylor gonna make some money! LFG
MTDR 🫡
Basically saw a bunch of SEC filings, looked at the p/e shits low af and looked at track record and they have been making more and more money every year. Earnibgs will be 28th of july I think so bought long call 55usd strike at 21/08 :). My first not …
Is this $10.6B BTC options expiry actually a gamma trap, or are people overplaying the $54k call?
BTC has basically been stuck going sideways lately, while a few mid-cap alts are randomly popping off. That got me looking more into options positioning and the whole dealer-hedging side of the market. I keep seeing people talk about this upcoming \~$10.6B BTC options expiry and calling it a possible …