1/29/25 :: VROCKSTAR :: 
MXL
Funding short to
TER into print
- i don't get it
- hard enough to own the only name in my semis book rn
TSM, and here comes a subscale name that is probably subject to similar trends, outlook as s/t (much larger/ diff i get it) like 
TXN
- but anyway, the valuation makes low sense
- the bid reminds me a bit of
AMD today v. 
NVDA pair - don't think it sticks, perhaps just MM's adjusting sizes
- looks like a good funding short if/ do semis dump b/c $meta/$msft/
TSLA go the other way than what i'm baking in.
- not a high conviction play, but when i'm 6/10 i still take the punts and keep the size super small. have already looked at 15 other names into print and passed b/c ambiguous or conviction <5.
- alas, a lil bingo here, parlaying hot hand.
V
MXLFunding short to
TER into print- i don't get it
- hard enough to own the only name in my semis book rn
TSM, and here comes a subscale name that is probably subject to similar trends, outlook as s/t (much larger/ diff i get it) like TXN- but anyway, the valuation makes low sense
- the bid reminds me a bit of
AMD today v. NVDA pair - don't think it sticks, perhaps just MM's adjusting sizes- looks like a good funding short if/ do semis dump b/c $meta/$msft/
TSLA go the other way than what i'm baking in.- not a high conviction play, but when i'm 6/10 i still take the punts and keep the size super small. have already looked at 15 other names into print and passed b/c ambiguous or conviction <5.
- alas, a lil bingo here, parlaying hot hand.
V
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Declinazione di responsabilità
Le informazioni e le pubblicazioni non sono intese come, e non costituiscono, consulenza o raccomandazioni finanziarie, di investimento, di trading o di altro tipo fornite o approvate da TradingView. Per ulteriori informazioni, consultare i Termini di utilizzo.