Recent content by adiggs

This is what I'm keeping my eye on. The first significant business case for the use of all these models that people are buyign Nvidia's chips that isn't an advertising business case. Definitely not saying that ads aren't a valuable business model - obviously they are. But that's also a...

Having the compute to learn a model is arguably the most trivial piece of all of the stuff that needs to come together to learn a functional and useful model (such as autonomous driving). Existence or non-existence of the Blackwell chip only meaningfully changes the size of the moat relative to...

I don't like being pedantic, and I do understand the information you are trying to get together. When people are generally talking about "the greeks" in the context of options, they are talking about delta, gamma, theta, vega, and rho. Delta = the change in the price of the option per $1...

I figure the real benefit is a combination of attacking the problem for car buyers where they most notice it - the car loan. And they want to lower the price anyway, but have begun to figure out that Wall Street likes buying down the interest rate on the car loan a LOT more than lowering the...

For me its pretty simple. I already agreed to this pay back in 2018 and Elon has delivered on his end of the deal. Withdrawing earned pay isn't ok by me, and I think short sighted as well. Delaware has already created some trouble for itself I think - the state has claimed the right to cancel...

Truly - invalidation of his 2018 compensation plan is unprecedented. Really really hard to assume that was going to be invalidated in its entirety, and the shareholder vote that overwhelmingly authorized it would be nullfied.

I reserved first day and have been invited to order. We're waiting to actually order - not in a rush to proceed.

And yet - you also knew exactly what she was saying and needed zero time whatsoever to translate :D

I do understand the idea behind HODL (Hold On for Dear Life), but I really don't like the term. For me, baked into that term, is an implicit awareness that the person isn't actually a long term investor in the business. Rather they think that a long term investment might be a good idea, but...

Nice - I've never heard of that :)

This is an important, and I think scary, dynamic. Throughout history we go back and forth between defenders being best suited for doing damage to attackers, and attackers having the edge to do damage to defenders (think castle walls and cannon - being behind castles walls was a bad plan when...

The nice thing about where you're at, depending on just how easy it is to turn the FSD subscription off and on, is you can turn it on periodically when you're reading about problems you've seen being corrected in some release. My experience of the last few years is that FSD has taken big...

If you're incorporating FSD technology related information into your investment thesis then I highly, highly recommend you either be driving a Tesla FSD (best), or at minimum get a test drive from a friend / Tesla that includes you being in the driver seat and driving for at least a few miles...

Sounds like a calendar spread

I proceeded with a straight roll of 155/185 call spreads expiring tomorrow. Out 1 week and because the spread was <1/2 ITM I was able to keep the strike while also adding a $1 credit. I think they have a decent chance of being OTM by expiration tomorrow, and I still prefer these spreads being...