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Prediction market traders on Kalshi now price a 92% chance that US gas prices top $4 by the end of July.
Free money arbitraging SK Hynix
SK Hynix shares are currently trading at 33% premium on NASDAQ compared to KRX. Short NASDAQ + Long KRX = free money My example: 70 KRX shares - 700 NASDAQ ADR Total margin impact: +$66k Maximum profit: +$30k Annual cost of shorting: $86k \* 2.28% = -$2k Annual interest on …
Why did Rotork just rocket ~67%? ABB dropped a $5.5B all-cash takeover
TSMC Earnings Call
Some takeaways I have from the Q&A portion of the call: \- TSMC is unable to meet demand for leading edge nodes and invites competitors to prop up their customers (CSPs) dependence on said nodes for AI compute. Understanding their position is to swallow up the market upon them completing …
[Meowi Raffle] Tap to enter! Win Infernal Meowi Crate!
My CI (Cigna Group) Analysis
**TL;DR: I bought 1000 USD of CI yesterday. Wanted to show my reasoning and checkbox exercise and see if appreciated.** **Base thesis** Longevity and potential pandemics are main socioeconomical effects to look for 2040. Both benefit the healthcare sector. **Stock Analysis/Thesis** I reviewed CI, UNH, and CAH through Graham criteria …