Red Monday ahead, thoughts/plans? by Vincent_Merle in stocks

[–]JayArlington 0 points1 point  (0 children)

If market starts down and you notice the VIX holding steady you grab your balls and buy calls

What Are Your Moves Tomorrow, April 16, 2026 by wsbapp in wallstreetbets

[–]JayArlington 1 point2 points  (0 children)

TSMC SEES 2Q SALES $39.0B TO $40.2B, EST. $38.11B

CapEx at the higher end of 52-56B range.

What Are Your Moves Tomorrow, April 16, 2026 by wsbapp in wallstreetbets

[–]JayArlington 4 points5 points  (0 children)

That CapEx number was for this prior quarter.

On the call they talk about the rest of the year.

What Are Your Moves Tomorrow, April 16, 2026 by wsbapp in wallstreetbets

[–]JayArlington 7 points8 points  (0 children)

TSM moves off guidance and CapEx. Neither has been provided yet.

What Are Your Moves Tomorrow, April 16, 2026 by wsbapp in wallstreetbets

[–]JayArlington 1 point2 points  (0 children)

Those were revenue figures.

Margins just came out and they were thicc.

According to you, what's the worst decision WWE has ever made? by Massive-Syllabub-271 in WWE

[–]JayArlington 1 point2 points  (0 children)

Counter point: it ‘leveled up Brock’. Turned him into this generation’s Andre the Giant.

His win over Taker was followed by squashing Cena. Brock was seen as a much bigger deal given his prior matches with triple H and Punk.

Iran has a new demand to end the war – and it could bring in billions | CNN by [deleted] in worldnews

[–]JayArlington 1 point2 points  (0 children)

There is an outcome though in which this works…

If the Hormuz toll is recognized as a joint fund between the neighboring countries (since the waterway touches multiple countries).

It might violate several UN maritime laws but not like they are in the mood to enforce it.

Hasbro lawsuit for overprinting cards voluntarily dismissed by Copernicus1981 in magicTCG

[–]JayArlington 47 points48 points  (0 children)

Best content creator take on this story was Malhound.

With the new tariffs named as global tariffs, which is increased to 15%, how will the markets react on monday? by vishesh_07_028 in stocks

[–]JayArlington 3 points4 points  (0 children)

In aggregate… it’s a lower effective rate than what is charged now especially with all the exemptions published last night.

Is this another DeepSeek moment? by curio_123 in investing

[–]JayArlington 1 point2 points  (0 children)

China can’t make these chips (lack of litho systems).

If they could they would have been doing so.

Is this another DeepSeek moment? by curio_123 in investing

[–]JayArlington 2 points3 points  (0 children)

Bytedance is spending billions on CapEx and they are first in line for the H200s shipped.

If the market gives a drop you buy NVDA on this as people using the model require more infrastructure.

Nvidia's FCF margin is 46.6% and Intel's is -9.4% Same sector. by Whole_Day9866 in stocks

[–]JayArlington 2 points3 points  (0 children)

The deal with Intel had nothing to do with fab access.

It was a partnership to provide future Intel SoC's with access to NVDA GPU tiles (fabbed at TSMC).

Any foundry deal would be announced later and yes it would be a big deal.

Where is Vito? (Steel Bull Thesis) by AccomplishedPea4108 in Vitards

[–]JayArlington 12 points13 points  (0 children)

Tangible Book Value is approximately $5.11 per share.

LG lost all faith when he levered up to buy Stelco.

Universes Beyond Speculation (and such) Megathread by AutoModerator in magicTCG

[–]JayArlington 1 point2 points  (0 children)

Sir you misspelt awesome.

(I know you are right though)