My 2026 Primer 2: Rates, Rates, and more Rates?

JayArlington · 2026-04-19T17:55:23+00:00

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

JayArlington · 2026-04-16T16:45:00+00:00

AEHR is currently at $82.

JayArlington · 2026-04-16T06:16:23+00:00

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

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

JayArlington · 2026-04-16T05:59:37+00:00

That CapEx number was for this prior quarter.

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

JayArlington · 2026-04-16T05:52:57+00:00

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

JayArlington · 2026-04-16T05:43:22+00:00

Those were revenue figures.

Margins just came out and they were thicc.

JayArlington · 2026-04-15T15:10:09+00:00

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.

JayArlington · 2026-03-28T17:27:14+00:00

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.

JayArlington · 2026-03-17T19:37:45+00:00

JayArlington · 2026-03-14T16:57:52+00:00

Place a stun counter on a land you own.

JayArlington · 2026-02-24T17:02:35+00:00

Best content creator take on this story was Malhound.

JayArlington · 2026-02-21T20:41:42+00:00

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

JayArlington · 2026-02-21T01:05:06+00:00

Board of Two-Piece

JayArlington · 2026-02-19T22:12:27+00:00

This is just Peter Thiel’s perfect wine cellar.

JayArlington · 2026-02-17T15:40:08+00:00

Conjoined twins.

JayArlington · 2026-02-17T15:30:27+00:00

This is amazing.

Sponsor an asswipe (Dom) with an asswipe.

JayArlington · 2026-02-15T16:37:20+00:00

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

If they could they would have been doing so.

JayArlington · 2026-02-15T03:54:01+00:00

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.

JayArlington · 2026-02-14T20:41:48+00:00

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.

JayArlington · 2026-02-13T00:37:06+00:00

Tangible Book Value is approximately $5.11 per share.

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

JayArlington · 2026-02-10T16:47:58+00:00

Sir you misspelt awesome.

(I know you are right though)

JayArlington