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$BE Margin + More Naked Short Puts | Riding The Bounce

Here is my post from last week, where I was margin called on my leveraged $BE position. [https://www.reddit.com/r/wallstreetbets/comments/1ur7wll/1100\_shares\_be\_margin\_cash\_margin\_called\_naked/](https://www.reddit.com/r/wallstreetbets/comments/1ur7wll/1100_shares_be_margin_cash_margin_called_naked/) I sold some more naked short puts yesterday and today. https://preview.redd.it/ziqv17d797dh1.png?width=869&format=png&auto=webp&s=81a429564a30ccc9364e28b31e51a74a94ace569 I'm selling covered calls to reduce my debit margin a few bucks here and there. I'm not going to lie, I …

Game of Thrones in AGI Infrastructure: The Monopoly Fracture and the Great Capital Rotation

Subtitle: How Physical Scaling Limits Encountered Material Physics, and How the Open Modular Alliance Restructured the SCM Landscape # Executive Summary The absolute monopoly of general-purpose merchant silicon is facing a structural fracture. Driven not by macro-demand contraction, but by the unyielding laws of material physics and advanced packaging yield …

Thoughts on PMVP?

Sorry about AI Slob but I couldn't do better \*\*PMV Pharmaceuticals (NASDAQ: PMVP) — Quick Overview\*\* \*\*Company:\*\* PMV Pharmaceuticals \*\*Ticker:\*\* PMVP (NASDAQ) \*\*Founded:\*\* 2013 \*\*Headquarters:\*\* Princeton, New Jersey, USA \*\*Market Cap:\*\* \\\~US$60–70 million (small-cap biotech) \*\*Sector:\*\* Biotechnology / Precision Oncology \*\*Focus:\*\* Developing targeted cancer drugs that restore the function of …

Could someone explain how U.S. Inflation is down right now? Doesn't make any sense.

Fast Growers portfolio: rddt, figr, onon, app

These names account for about 12% of my equity portfolio and I believe are primed to continue scaling over the next 8 quarters. RDDT, FIGR, ONON, and APP have unique assets and continue to rapidly innovate their product offerings and accompanying business models. Shares in these names are down YTD …

Am I wrong that today's IBM selloff is really an AI capex crowding out story, not a software demand story?

IBM warned this morning that clients are shifting quarterly capex toward servers, storage and memory to front run supply constrained infrastructure, and the stock is down over 20%. ServiceNow and Salesforce got dragged down with it, Accenture and Cognizant too. Feels less like an IBM execution problem and more like …

Fast Growers Portfolio: RDDT, FIGR, ONON, APP

These names account for about 12% of my equity portfolio and I believe are primed to continue scaling over the next 8 quarters. RDDT, FIGR, ONON, and APP have unique assets and continue to rapidly innovate their product offerings and accompanying business models. Shares in these names are down YTD …

ONTO Wallet vs. Civic: The Evolution of Web3 Identity

TL;DR: Civic focuses primarily on KYC and identity verification for compliance. ONTO Wallet takes identity a step further by integrating data monetization, allowing users to not just prove who they are, but also earn from their verified profile. Decentralized Identity (DID) is a foundational pillar of Web3. For a long …

I freed up $80k because I will most likely need it in 12 months. I put it in FNSXX mutual fund. Is this a better option than a HYSA?

I’m hoping to use this towards a down payment on a house. I understand the housing market is wacky right now. I’m waiting to see what unfolds over the next. 8-12 months. But in the mean time, I wanted to take money out of the market and put it somewhere …

TPL insider is buying one share every business day. anyone else seen this pattern?

noticed something weird on TPL and wanted to see if anyone else has flagged it. Horizon Kinetics has been buying one share of TPL almost every trading day for the last month. not one thousand, not a hundred. one share. 19 buys in 20 days, 18 of them exactly 1 …