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
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.