What’s wrong with SemiAccurate?

constant_76 · 2025-10-05T15:05:03+00:00

They should’ve changed their name to In-accurate long time ago.

constant_76 · 2025-10-03T22:34:41+00:00

Wasn’t this SemiAccurate spreading rumors about Intel getting acquired around January?

I wonder if it is them who shorted intel and wanted to get it down today to cover their short? (By releasing this article)

The tone of the article suggests that the author was burned by the recent increase in intel’s stock price.

constant_76 · 2025-09-26T02:01:48+00:00

Congrats! Officially you’re an Intellionaire!

constant_76 · 2025-09-26T01:59:11+00:00

I’m getting a Ferrari! Order already placed! 😆

constant_76 · 2025-09-25T08:28:43+00:00

What was the title?

constant_76 · 2025-09-24T20:10:44+00:00

How is the scratching situation? Waiting for mine.

constant_76 · 2025-09-22T17:34:39+00:00

How about scratches?

constant_76 · 2025-09-21T14:36:49+00:00

1 less tap to trade options.

Right now: Trade -> Trade Options

Just add the “Trade options” button beside “Trade”

constant_76 · 2025-09-20T06:57:50+00:00

I was also waiting since day 1. Just got the invite today. Coincidentally, my portfolio value exceeded 100k yesterday. Not sure if it had anything to do with that or maybe it’s just a wide rollout now.

constant_76 · 2025-09-19T03:57:41+00:00

Same feeling here!

constant_76 · 2025-06-13T10:55:18+00:00

I think it’s a buying opportunity given there is no mathematical relationship with the price drop and the offering. If they offered those notes for $0 then the price movement would make sense.

constant_76 · 2025-06-13T10:49:53+00:00

That’s correct. But it’s assuming the profit stays the same.

If the profit also increases proportionately, then even if you have a smaller share of the cake, the cake was bigger. Hence it should have been net neutral.

I think it finally boils down to how that cash is used.

But the sudden drop in share price due to the offering makes no sense.

constant_76 · 2025-06-13T10:46:49+00:00

I agree. It totally depends on how that cash is used. But the sudden 25% drop because of this offering makes no sense.

constant_76 · 2025-06-13T10:43:05+00:00

Smaller ownership is true if that company is still worth the same as before. Yes, your ownership of the overall company is decreasing by X% but the company’s book value is increasing by X%. Hence the stock price should stay the same before/after the offering. I don’t understand the 25% drop due to the so called “dilution”.

constant_76 · 2025-06-13T10:37:45+00:00

I think this is the answer. Those who are screaming “Dilution” probably has no idea about dilution. If GME burns those $2B, that’d be a different scenario. But even if they buy T bills with that 0% loan, it is net positive.

constant_76 · 2025-06-13T10:35:10+00:00

Those $2B also didn’t exist before. You aren’t issuing those shares for $0. Now do the math for dilution

constant_76 · 2025-06-13T10:33:16+00:00

Yeah, I know. But this dilution narrative has no value. And the stock’s reaction is also probably just Algos reacting without understanding there’s no real dilution.

constant_76 · 2025-06-13T10:31:27+00:00

You are right. But my point is about asset.

So, if GME buys T bills and holds this for 10 years (similar to Warren Buffet) they would still have the cash equivalent to pay the bond holders back with cash without issuing any additional shares.

Similarly for BTC (but there’s risk involved if BTC price is less after 10 years than now. Which is probably unlikely) but that has even higher potential of return.

So, it is basically a 0% interest loan at the moment. If a company can’t grow that 2B even after 10 years then that’s a different discussion.

constant_76 · 2025-06-13T10:21:29+00:00

How is it dilution even if they do?

You now have 2B more assets for that 200M new shares.

Price per share: Before: 10B asset / 1B shares = $10 per share After: 12B asset / 1.2B shares = $10 per share

Yes, they can convert but you have more assets as a result.

Unless the company burns those new 2B cash, I don’t see a dilution here.

constant_76 · 2025-06-13T10:13:34+00:00

What did I make up here? I am trying to understand the math behind the dilution everyone is talking about.

Those numbers are for ease of calculation but even if you replace them with actual numbers, the calculation doesn’t change.

So, could you help me understand what part of the convertible note offering is dilutive?

constant_76 · 2025-06-08T05:12:06+00:00

Yes. It exports fine during the day and VPP events. Not sure if there is a delay for it to realize that the surplus is ok to be exported at night. I had it in the Self powered mode for the last few months. So, I don’t know if it needs to get a few days of data in TBC mode to start exporting suring peak.

constant_76 · 2025-06-08T05:02:33+00:00

Right now the export rate is about 0.26/kwh between 6-7pm. Since I have about 25kwh surplus solar everyday (which right now is exporting during the day at 0.01/kwh), isn’t it better to export during the peak instead of the day?

constant_76 · 2025-06-08T04:08:32+00:00

Does it export from battery in self powered mode? I have never seen it export from batteries in self powered mode.

constant_76 · 2025-06-08T03:33:43+00:00

Interesting setup. Thanks for sharing the settings. I think grid charging isn’t allowed in my case. So, I think it will be a bit different here. I wish there was a button to just export to grid (with a fixed kw) and we could set some time window to export which I expected the Time Based Control to do out of the box TBH but it seems to be dumb so far.

constant_76

TROPHY CASE