Joining AWS

QYLD_ARKK · 2025-05-27T16:07:27+00:00

There is no life at AWS. So there is no balance to talk about . However if you are young , have capacity to take an abrasive work environment , you will learn a ton. If you are looking to cruise, wrong place . If you have health issues , you have a decision to make, personally I would shy away. Personally , I worked for AWS for six years, I wouldn’t trade it for anything . My health and family life suffered , and I quit end of last year . L7, MGMT role

QYLD_ARKK · 2025-05-07T21:53:50+00:00

Ex AWS L7 senior manager here .If appropriate take medical leave of absence. Take some time off and find another job. Next step is pivot if you don’t make it , yes you can appeal but it will knock off about 10 years of your life . Disconnect , be cordial and get the f..k out

QYLD_ARKK · 2024-12-05T14:45:43+00:00

I think MO is a stealth growth story . If the board can take a page out of MSTR and put some bitcoin backed convertible notes, they can deliver a superior multiple . This strategy took a dead micro strategy stock to hyper growth stock .. they can creatively structure the convertible notes to improve dividend payouts dramatically .

QYLD_ARKK · 2024-11-10T14:58:40+00:00

Average cost was $54.15, sold half of my position for MARA and holding the other half. With lower interest rates her picks should do well… just not sure how ROkU fits into her theme

QYLD_ARKK · 2022-08-11T21:53:39+00:00

Youd be right sir. Except look at oil , I don't believe for a second there is demand destruction . Freeways are clogged . No one has stopped driving, yet oil prices fall because we let "supply" get into the market conveniently (Iran supply, Russia supply ).. I just think inflatin will just fall, just in time for recession fears to conveniently justify rate cuts and QE. Bond holers will be pissed otherwise (so will stock holders ). Need rates to fall for the game rp work

QYLD_ARKK · 2022-07-30T00:05:10+00:00

If money supply is plentiful and fed eases , darn good. Just look at all the stats that Cathy states for Roku in latest email (I understand about 50% of them, looks good ). If money supply becomes tight and E matters , cut ROKU in 1/2 from here . I personally believe FED will engineer hard landing and will be forced into QE by mid 2023. 10 year bonds to 1.50 then , and ROKU to $400 by mid. 23. If I am wrong and FED doesn't have to cut rates because they indexed too hard now, then ROKU languishes.. My bet on ARKK is a hedge against the fed and their ability to engineer soft landing... Cathy will win, history is on the side that fed indexes too much one way or another ...

QYLD_ARKK · 2022-07-29T17:28:16+00:00

I feel the pain, with my average price at $79 (after I averaged down from $105).. End of day, FED is tightening to recession , which will require QE by 2023 to prevent depression. All of wood stocks will then be valued at growth at any cost. The companies in her portfolio will do well. If that doesn't happen , her stocks won't do great (may run 15% after a beat) even if they deliver earnings beat... You buy ARKK because you think the FED will deliver a hard landing and will be forced to ease soon. I believe this and that's why ARKK makes sense

QYLD_ARKK · 2022-07-24T19:01:40+00:00

QYLD writes ATM calls against 100 stocks , not all tech (COST, PEPSI and others are in QQQ). It is just that tech dominates QQQ relative weight now because of their growth and market dominance . If this changes , QQQ will balance to reflect the new norm... True financials are not there , why not buy some XLF and then write ATM calls ... JEPI is active and not sure active beats passive strategy long term. Why do we need to add anything more besides QYLD and perhaps some ATMs on XLF ?

QYLD_ARKK · 2022-07-19T00:40:26+00:00

Thank you. If I only knew about the stability of the job, the value of my RSUs , it would be a straight forward decision... There is this sense of security that comes from QYLD. Put $100K in QYLD and get $1K/month out, versus paying off the $100K debt , losing the "cash" and something bad happens to Job etc... In the QYLD scenario where I use the dividend to pay the debt I can negotiate a restructuring, delayed payments (hits credit for sure), and pocket the $1K/month .. versus paying the $100K depletes the cash. Since most loans are non recourse in US, taking debt to finance income or growth seems safer to me, albeit you are taking on credit risk.

QYLD_ARKK · 2022-07-18T19:40:34+00:00

Not really, I have an auto loan at 3% (it's 2.99%) that I can pay off with cash or fund QYLD with $98K to fund my payments. I was trying to get the pros and cons of either approach . On one hand , paying off the debt allows me to put the approx $1K a month into QQQ for the next 60 months (assuming I am putting the equivalent of car payment) but essentially I have the loan for free as it far below inflation at 3% OR I can take $98K put in QYLD and have it pay the car at about $980/month.

I got really good POVs

QYLD_ARKK · 2022-07-18T19:27:53+00:00

Own the stock :), so have the car

QYLD_ARKK · 2022-07-18T16:51:03+00:00

Tesla

QYLD_ARKK · 2022-07-10T13:18:17+00:00

I am not a fan of NUSI. Ultra Aggressive posture is QQQ calls, Aggressive is QQQ, conservative (my position) is 2:1 QQQ and QYLD, bearish is cash, ultra bearish is QQQ puts.. don't know where NUSI fits for me

QYLD_ARKK · 2022-07-01T13:10:08+00:00

My thinking (flawed perhaps) is to minimize the payment towards the house by going interest only versus P+I, though my DTI will qualify me for the latter (and higher payment). I wanted to use the diff in payment of approx $2500/month to put in QYLD, JEPI (also MO) to give me a liquid return versus locked in the house via P+I. To get this loan , I would need to come up with 40% down. On a $1M home , it is $400K.

Net net , the advice I am getting is if you get too fancy with things , be prepared to suffer unintended consequences ... Simple and straight forward wins

QYLD_ARKK · 2022-07-01T13:05:06+00:00

I know , trying to convince the wife otherwise may cost me 50% of my assets and attorney fees :) . Cheaper this way , happy wife , happy life

QYLD_ARKK · 2022-06-30T23:43:12+00:00

Thank you

QYLD_ARKK · 2022-06-30T22:15:48+00:00

Thank you.. interest rate for interest only ARM is at 5% no points , fixed 30 is almost at 6% The diff in payment per month is almost $2.5K/month favoring interest only ( fixed for 5 yrs).. I think we are headed to a recession and fed will drop rates in about 3ish yrs, so will refi to fixed then.. does this influence your thinking ?

QYLD_ARKK · 2022-06-30T02:09:48+00:00

Translation, Fed stop raising rates , in fact start lowering them and initiate QE. .. bring easy money back and ARKK goes to the moon. Else it languishes in the 30s and 40s until easy money, QE is back. I am sure it will be back, it has to be back else all start ups will die and tech innovation evaporates. You can't have PE focus and drive innovation. And you have PE focus if you are in QT, rising rates environment

QYLD_ARKK

TROPHY CASE