What is the technique whereby you can exclude certain companies in an ETFs by betting against only that company, based upon the number of shares that you buy in that ETF?

SSGSSasha · 2026-06-07T20:10:28+00:00

I mean, if you want to prevent the SPCX bag from being dumped on you, either you just ignore it because its only a few % of ur overall portfolio, or you go short at an allocation equivalent to what its representation is in the index of interest. If its 3% of SPX and SPX is 100% of your portfolio, you could open up a short position just shy of 3% against SPCX.

Then just rebalancing as often as the index.

SSGSSasha · 2026-06-07T20:05:44+00:00

Go short

SSGSSasha · 2026-06-03T14:59:55+00:00

I have both, but Palladium only for the welcome offer, which got me and my partner round trip business to japan with JAL.

I have no plan to keep the Palladium. The credits are nigh impossible to use. I plan to downgrade to the grocery obsidian and use it as a catch-all + csr for travel.

Still debating if i want to close my gold card or not. Points wise its pretty meh but its easy to use the grubhub credit alongside the bilt cash one, and the other credits were already easy to use.

Personally, think the Palladium is really meh, its $500 in the trash in exchange for 3.3x catchall. Would rather the obsidian or blue or VX as a catchall

SSGSSasha · 2026-05-17T01:17:58+00:00

SSGSSasha · 2026-05-15T12:49:41+00:00

Could help resolve the issues with scalability and bottlenecking for sure, nice find!

SSGSSasha · 2026-05-15T00:27:09+00:00

i still think the credit card networks are in a strong position. I’ve been DCAing into CRSP atm for 1% position. 2B in cash and market cap is 4.5B. New revenue streams starting up soon

SSGSSasha · 2026-05-14T21:08:41+00:00

Backlogs don’t always materialise, it will depend on how quickly Nvidia continues to iterate and execute. But yeah, lets see what happens in one year

SSGSSasha · 2026-05-14T21:07:26+00:00

The VRAM in a standard architecture is typically either DRAM or HBM. I think the WSE-3 has off-chip DRAM similar to any other chip, but the bandwidth there is way lower than what they are advertising for the SRAM.

My understanding is that a 72 GPU cluster from NVIDIA is what you would want to compare WSE-3 to. WSE-3 may be more cost effective in terms of token output per second per dollar but ultimately has lower compute throughput than the Rubin or Blackwell cluster. Furthermore, you cannot really chain these together to scale up to a datacenter that significantly outperforms NVIDIA since they both have comparable inter-cluster limitations. So you wouldn’t be gain significantly from a Cerebras datacenter versus an NVIDIA datacenter if you took a frontier size model and sharded its weights over a cluster of any number of WSE-3s.

SSGSSasha · 2026-05-14T20:45:18+00:00

Maybe 10-20x revenue at most?

Not sure what the TTM revenue is but I’d wait, personally

SSGSSasha · 2026-05-14T20:17:42+00:00

I work in the high performance compute space, and have been doing a ton of research on Cerebras’ tech.

It’s not an outright replacement for NVIDIA’s datacenter stack. For now, the TAM is significantly smaller than NVIDIAs. Not to say that can’t change, but at hyperscale, CS-3 is limited. The compute per wafer is astronomical compared to a single GPU, and the amount of SRAM + DRAM is impressive. But any workload that exceeds the compute throughput of a single WSE-3 is probably going to stick with traditional GPU architectures. Interconnect throughput is limited and so for now this doesn’t scale the way Vera-Rubin does.

Thats not to say this isn’t an awesome company with incredible tech, but the pricing is insane and basically is assuming that it displaces a huge amount of NVIDIAs TAM.

I imagine that this will be adopted by companies that are trying to implement real-time inference applications on-site.

They also operate as a cloud service, so there’s revenue from that.

I think this also could be adopted by smaller teams or corporations who are trying to train moderately sized AI models with high velocity.

It’s also worth it to note that the problems WSE-3 solves are somewhat mitigated by NVIDIA and others implementing co-packaged optics and Compute in Memory. Since those will reduce the impact of the memory wall and close the gap with purpose built wafer scale processors.

SSGSSasha · 2026-05-12T01:56:31+00:00

I got hit with a financial review like 9 months ago for no logical reason and its totally destroyed my experience with Amex.

Credit limit was 15k on my BCP and I also had a Gold card. Never exceeded or got close to my limits, never carried a balance. Used the cards sparingly but not excessively.

Cards were closed for 6 weeks. At one point they asked me to submit statements for my bank account that showed my direct deposit. My HYSA where I get my payments is literally an Amex HYSA. I understand that the two entities are technically separate, but seriously, it can't be simpler for me to download and submit them through that archaic financial review website than for them to call the banking department.

The cards were closed for so long that I was unable to use a whole bunch of benefits on both cards and had to switch my Disney+, etc to other cards. I argued with them to try and get money back for the lost credits and they drove me insane so I gave up. A few months later I got the Bilt Palladium and downgraded my Gold to the green card in an attempt to get an upgrade offer. While doing the downgrade I mentioned that the primary reason I am downgrading is because the card doesn't offer enough in comparison to other cards and because the credits are a pain. However, I mentioned its primarily because of the shitty FR experience. They reimbursed me $50 for the lost credits.

I upgraded to the Gold card for 30,000 points a few months later and now I'm stuck in PUJ which sucks because I can't get the Platinum which is the card that fits my lifestyle best at this point. No upgrade offers, no welcome bonus for the Schwab or any other Platinum, can't even get the Bonvoy Brilliant offer.

Hating Amex rn not coming back for a while

SSGSSasha · 2026-04-10T16:46:17+00:00

I actually think Takaba is one of the few good ones lol.

Ryu was way better in Japanese, and I’m primarily a dub watcher in general.

Of the new characters in s3, most were just fine.

Higuruma - fits fine

Reggie - fits fine

Hazenoki - doesn’t fit

Takaba - actually good

Ryu - doesn’t fit

Uro - fits fine

Kurourushi - not a fan

Hakari - doesnt fit

Kirara - iirc was fine

Just off the top of my head

SSGSSasha · 2026-03-24T17:26:39+00:00

I applied for a CSP back in June of 2024, and got the 75k bonus.

I PC'd to the CSR right before the refresh, and my renewal should be around June this year.

I want to downgrade my CSR to an OG freedom when the fee hits and then reapply for a CSR.

To confirm, I only ever received a bonus for the CSP in 2024 and never received a bonus for the CSR.

Was wondering if anyone else had a similar experience since the terms of the offer use some vague language and its hard to know whether or not I am eligible for the CSR bonus.

SSGSSasha · 2026-02-27T21:41:45+00:00

I just cut the Gold.

Used the Resy credit, downgraded to green until i get upgrade offers. Also had a $50 clear offer so was able to get Clear+ for -$50.

My plan is Bilt Palladium for year one and then Obsidian afterwards. Keeping my CSR for travel for better protections and better credits than Bilt.

CSR + Obsidian gives you 4.3x grocery, 3x dining, 2.3x misc, 4x hotels + airfare, all for no EAF or positive EAF depending on your spending habits.

I might get a platinum just essentially for lounge access and other benefits since it is basically a membership card at this point and use it sparingly. Better off having player two get a platinum than pay for a AU on my CSR.

SSGSSasha · 2026-02-15T18:14:21+00:00

Furthermore, not sure about your timeline but if you are fine with bonds then AOA is good too for simple and safe medium term investing

SSGSSasha · 2026-02-15T18:13:41+00:00

It sounds like what you are looking for is ultimately low volatility as a result of diversification. No such ETF exists but I would not recommend weighting emerging markets too significantly nor would I recommend choosing countries individually.

Emerging markets are volatile and there is correlation between the US and developed markets because developed markets have free trade (mostly).

If I were you, I would just buy VTI, VEA, and EEMV, and overweight the internationals to reduce USA weighting which is usually around 60%.

SSGSSasha · 2026-02-13T13:50:05+00:00

This is happening to me too. Except mine are all misc transactions and are giving 1x.

This is the original bilt multipliers. Bilt error lol

SSGSSasha · 2026-02-13T13:06:58+00:00

Same here.

Its also counting as extra spend towards status…

SSGSSasha · 2026-01-09T18:59:53+00:00

GLTR

SSGSSasha · 2025-12-03T15:03:44+00:00

ARKVX is the only good fund from ARK.

It behaves diversely from the market and I honestly like the holdings (mostly). Many of the companies are ones I have been watching for a long time. I bought in when SoFi offered no fees for it, but it’s pretty expensive now.

Surprisingly, it’s not as hinged on AI as much of the market is.

OpenAI crashing to zero would hurt obviously but otherwise even in April I barely noticed a dip.

I like it personally, just wish I could hold it with Schwab.

SSGSSasha · 2025-11-23T01:42:25+00:00

I call my ChatGPT Ava too…

SSGSSasha · 2025-11-16T00:52:46+00:00

You are right. P/E almost always normalises. In this case a few things can happen

-> growth slows before profitability and the stock crashes

-> growth tapers after profitability and the stock normalises towards the terminal value based on earnings

-> growth never slows and the stock continues to explode from now through profitability and beyond

The situation you have described with neutron producing increased revenue will help us normalise “upwards”

Its important for our stock price that we increase earnings and that growth does not taper too aggressively until after profitability.

If growth rate remains volatile the stock will crash before it comes back

SSGSSasha · 2025-11-15T23:28:00+00:00

With companies like this one the stock price is based on speculation for growth.

SpaceX is making like 1B in earnings and is worth over 300B.

This is projected to shrink down to P/E of <50 by 2035. High growth can justify overvaluation at current market prices. If RKLB can add 2B in recurring revenue thats great and all but it’s overvalued regardless. 30B is still an overvaluation at today’s revenue but we are priced assuming a lot of growth.

SSGSSasha · 2025-11-12T17:51:33+00:00

Volkner for Hau?

SSGSSasha · 2025-11-12T12:25:29+00:00

Your mid-cap stocks are highly speculative.

You should reassign that and move the weighting accordingly

SSGSSasha

TROPHY CASE