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tailrisked
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tailrisked
@tailrisked
Amongst the blind the crosseyed can see Not investment advice, may be long or short positions that I discuss.
New York, USA Se unió Eylül 2025
721 Siguiendo1.2K Seguidores
@insane_analyst Honestly I feel like just buy way otm soxl puts as a hedge in case leverage really flushes vs single name semis shorts.
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I regret covering Qualcomm short on Friday. Should have doubled it. Oh well 1am Monday.
Citrini@citrini
Gonna be pain this week.
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$QUIK probably torquier more defense exposed play if you want FPGA exposure.
TheValueist@TheValueist
$LSCC $MCHP FPGAs are so hot right now :) 🔥🔥🔥 atlaspeakresearch.com/report/de9130
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@DataCenterMilly Yeah I’m just trying to go through biggest data beneficiaries / vendors right now.
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@tailrisked Time to put $REGN back on the screen?
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Off to Tokyo now. Thank you for an amazing computex.
800v energy this week
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Kathy Ta (I call her Kathy LITE) is the greatest of all time.
Good foil to Hurlston.
Claire, aka Midwestern Hedgie 🏳️⚧️ 🇱🇧@MidwestHedgie
don't think i've ever specifically called out an IR person before, but i recently met with $LITE and Kathy Ta was the most knowledgeable corp IR person I've ever met. deep technical expertise conveyed very understandably. and she was kind (in spite of the fact that i was...
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Topics of dinner.
Terrorist attacks on datacenters.
UBI wont work.
Capitalism as we know it will be gone.
Unemployed people riot.
My profession (hedge fund) has zero value to society.
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Most absurd outcome = likeliest
Ayatollah and Trump will end up bros at this rate.
zerohedge@zerohedge
*TRUMP: WOULD BE HONORED TO MEET THE AYATOLLAH
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@boymanrobshit Appreciate the kind words!
Was trying to think creatively and incorporate the math that sits in my head (I know I butcher it for the purists).
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Can Broadcom really scare the single manager types so we can actually bid semis again?
Or I’m going to be stuck in my 10 years.
Jesus.
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We need @AravSrinivas to come out of hiding and start actually showing off his Perplexity agent harness tech…
What’s going on? Is he busy building asics ?
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@firstadopter Think you may have just caught them at a quite time - was heaving when I stopped by on Tues/Wed
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Dow is an AI-Chems company now.
Watch out $ENTG!
Didn’t we just get $Q as well?
Materials szn at Computex.
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