Posts
Earnings Club: Cheap Rips, Adobe Stakes Ahead of Key Prints
This holiday-shortened week has crammed super low SPY volatility right ahead of the critical CPI release and the FOMC pre-decision blackout. Oracle and Adobe’s after-hours earnings are stacked back-to-back too, with the market pricing in relatively muted expected moves for both names. Is the crowd underpricing the chance for a …
Prediction markets are basically saying Anthropic IPO is a "when not if" at this point
Saw some odds on when Anthropic actually announces an IPO and it's a pretty steep curve. 99% odds before Feb 2027, 95% before Dec 2026, but drops to just 29% before Oct 17 and only 4% before Oct 1. So basically the market thinks it's happening, just not admitting it's …
Are we pumping go pro or not??
It's at 1.7 right now. For people holding the shares or trying to trade go pro- What's the plan ? I'm thinking of buying now but volume seems low.
To the moon!
It always runs if I place a stop loss.
Donny still blaming Canada eh
Who Else does this?
Fed Hike Odds Rise to 63%????
USD dropping like a stone again against the Yen
It's getting dangerously close to levels (152-153) where big commercial banks and funds in Japan will have to rapidly liquidate their US Treasury bond holdings. I'd expect an YUGGGEEEEE repurchase on the 9th or 10th by the Treasury of long dated bonds (way above the $4Bn floor) to pre-empt this …
Apple's next iPhone might be more of a PCB/CCL play than an Apple play
Been looking at this angle for a bit. If the next iPhone ends up using more complex boards, that pulls demand up the chain for CCL (laminate) and PCB suppliers, not just Apple itself. The confirmed part: CCL prices are already rising, Kingboard's pushed through 7 price hikes this year. …