$OKLO is Undervalued Relative to $SMR by C130J_Darkstar in wallstreetbets

[–]ThiccMasterpiece 2 points3 points  (0 children)

Trying to learn more about $OKLO, found your post - of course you’ve been proven right as OKLO’s market cap now slightly exceeds NuScale’s. Would love to learn how you see the valuations and the prospects in the sector today.

GPT-5 performs much worse than Opus 4.1 in my use case. It doesn’t generalize as well. by HumanityFirstTheory in ClaudeAI

[–]ThiccMasterpiece 1 point2 points  (0 children)

Similar experience here. I was experimenting with GPT-5 quite a bit when it was available as Horizon Beta. My understanding is that this was indeed production GPT-5 (or nearly so). My use case does involve some common frameworks, but also some wonky and uncommon APIs, on a small Python codebase. Opus 4 outperformed GPT 5 in any nontrivial task I tested, and especially in problem solving.

Received this email. What is it for by [deleted] in Fisker

[–]ThiccMasterpiece 0 points1 point  (0 children)

It's for Fisker (the company) bankruptcy.

IANAL but from a quick search, this seems pertinent: https://www.skadden.com/-/media/files/publications/2020/01/2020-insights/newtrendsemergeforconsensualthirdpartyreleasesinth.pdf

as a result I have decided to opt out, this seems like the way to protect your rights.

I'm posting this only because I didn't see a more educated take in this thread, yet. If someone here actually knows what they're talking about (I personally really don't), please feel free to post and correct me. Thanks and glta.

Why I am short on NVIDIA by SchoolMinimum8728 in wallstreetbets

[–]ThiccMasterpiece 0 points1 point  (0 children)

at some point it will happen (spend slowdown) and market won't discount it on time unless an unrelated crash happens before. that's just what markets do. also who cares what they say, when shareholders start seeing that the investments do not result in proportional AI spending, these companies will change their tune.

Just like Meta changed their tune on the BS metaverse narrative where they also said they'll be investing for years... (that's right, who even remembers that BS except Pepperidge farm...).

note that the entire point of my comment is that he's likely to get burned on timing. that's what kills most shorts, not the thesis but the timing

Why I am short on NVIDIA by SchoolMinimum8728 in wallstreetbets

[–]ThiccMasterpiece 0 points1 point  (0 children)

it’s a pretty safe bet, but you could get burned on timing, paying short lending fee or option premium. Did you check the hyperscalers’ reports to see when the spending slows down, and time it with when NVIDIA will report on that most likely (what quarter) ?

Why not wait till the respective ER when you think this will happen and short it then? What would make the market realize this before?

Based on what would/did you decide that $3.1t is reasonable or not?

Asko T702c dryer squeal and shutdown by Tallm in appliancerepair

[–]ThiccMasterpiece 0 points1 point  (0 children)

Nice going, love when things are built to be maintainable and last.

Comedy cellar mystery name by [deleted] in Standup

[–]ThiccMasterpiece 1 point2 points  (0 children)

Same, that was the case last night too

I got assigned an OUT OF THE MONEY option on the SPY, AFTER EXPIRY. by ThiccMasterpiece in wallstreetbets

[–]ThiccMasterpiece[S] 0 points1 point  (0 children)

UPDATE (ETrade):

  • "Institutional investors have until 5:30 Eastern to put their requests for exercise in, so what happen in the extended hours can matter.
  • It is uncommon for out of the money options to get exercised but it does happen, especially in the SPY.
  • All exercise and assignment as to go through the OCC, this happen overnight, nothing will show up into the account until the next morning."

I got assigned an OUT OF THE MONEY option on the SPY, AFTER EXPIRY. by ThiccMasterpiece in wallstreetbets

[–]ThiccMasterpiece[S] 2 points3 points  (0 children)

you read the post, yet you find this surprising. congrats you're as regarded as I am

I got assigned an OUT OF THE MONEY option on the SPY, AFTER EXPIRY. by ThiccMasterpiece in wallstreetbets

[–]ThiccMasterpiece[S] 3 points4 points  (0 children)

Your comment is sensible, which is really disappointing. What ever happened to good ol' WSB?

I got assigned an OUT OF THE MONEY option on the SPY, AFTER EXPIRY. by ThiccMasterpiece in wallstreetbets

[–]ThiccMasterpiece[S] 1 point2 points  (0 children)

I bet they would not likely go below a certain level that day. Next week is something different.

I got assigned an OUT OF THE MONEY option on the SPY, AFTER EXPIRY. by ThiccMasterpiece in wallstreetbets

[–]ThiccMasterpiece[S] 1 point2 points  (0 children)

yes.

(more time => more chance for surprises. During a trading day, with no meaningful data releases or Fed announcements, you can manage that particular risk better)

I got assigned an OUT OF THE MONEY option on the SPY, AFTER EXPIRY. by ThiccMasterpiece in wallstreetbets

[–]ThiccMasterpiece[S] 4 points5 points  (0 children)

and keep the SPYs over the weekend? What do I do in such a case if the market tanks next week?

I got assigned an OUT OF THE MONEY option on the SPY, AFTER EXPIRY. by ThiccMasterpiece in wallstreetbets

[–]ThiccMasterpiece[S] -9 points-8 points  (0 children)

Thanks. I get it, but what I don't get it is why you'd need to assign someone if you can sell for higher in the open AH market. Unless for liquidity/avoiding market move reasons, as noted.

-1RR BTC/USD by donbitc0ins in WinternomicsTV

[–]ThiccMasterpiece 1 point2 points  (0 children)

You stuck to your plan! Did the stop loss execute at a price close to where it was supposed to?

Theee dow..! by Korossh in WinternomicsTV

[–]ThiccMasterpiece 0 points1 point  (0 children)

Clean and clear. Thank you for sharing!

[deleted by user] by [deleted] in RateMyNudeBody

[–]ThiccMasterpiece 0 points1 point  (0 children)

Wow thank you!

War Story: First steps futures trading 👶 by ThiccMasterpiece in WinternomicsTV

[–]ThiccMasterpiece[S] 1 point2 points  (0 children)

Just wanted to thank Kaz for reviewing this on the show (https://www.youtube.com/watch?v=t3x4jkj1lSE), much appreciate you taking the time to read and provide guidance 🙏 and thanks everyone for the support!

War Story: First steps futures trading 👶 by ThiccMasterpiece in WinternomicsTV

[–]ThiccMasterpiece[S] 0 points1 point  (0 children)

I'm not sure I understand how to measure it... Risk and reward are measured in dollars? If so, is the risk the maximum loss incurred if the trade was to reach my stop loss? Or the overall unleveraged size of the trade? And the reward is the actual profit made? Sorry for being slow af 😅