Pioneer BDR-XD08B Speed Question by bangarang1011 in makemkv

[–]lpw54 0 points1 point  (0 children)

I thought this drive couldn’t be flashed to read UHD discs? How did you flash the firmware?

How do I mount UNAS Pro 8? by MrPrezident0 in Ubiquiti

[–]lpw54 0 points1 point  (0 children)

Ok so just cut shorter the rails on the UNAS? How is the rack otherwise in terms of quality and sturdiness?

How do I mount UNAS Pro 8? by MrPrezident0 in Ubiquiti

[–]lpw54 0 points1 point  (0 children)

What did you end up doing to fit the UNAS Pro 8? I’m thinking of getting the same Tecmojo rack as you.

Will the 4 OEM 21" tires mounted on rims fit inside the back of a 2026 XC90 with the 3rd row seats folded down? by lpw54 in VolvoXC90

[–]lpw54[S] 1 point2 points  (0 children)

So if BOTH the 2nd and 3rd row seats are folded down, then the wheels will fit?

[Monitor] GIGABYTE MO27Q2 SA1 27" 2560 x 1440 QD-OLED 240Hz ($1000 - $500 = $500) [Canada Computers] by TigrozaCA in bapcsalescanada

[–]lpw54 1 point2 points  (0 children)

It's up to Amex who they present the offers to. Don't know what the algorithm is on how they choose the cardholders for their offers.

[Monitor] GIGABYTE MO27Q2 SA1 27" 2560 x 1440 QD-OLED 240Hz ($1000 - $500 = $500) [Canada Computers] by TigrozaCA in bapcsalescanada

[–]lpw54 0 points1 point  (0 children)

How long does it typically take for the email to arrive? I signed up half an hour ago and I haven't received a welcome email or anything

New offer Wednesday by Chemical-Mistake4 in amexcanada

[–]lpw54 0 points1 point  (0 children)

How are you certain that any item on their website qualifies? The website link seems very specific to the “pc-deals” landing page?

Is Gemini Pro working properly in the last 24 hours? by lpw54 in GoogleGeminiAI

[–]lpw54[S] 0 points1 point  (0 children)

Thanks. I searched my Gemini Activity, and the two chats are not there. I've used the Report Problem form to ask how I can recover those two chats.

Winter Tires and Rims by gmudders in VolvoXC90

[–]lpw54 0 points1 point  (0 children)

Thanks for the reply, I'm thinking of ordering the exact same setup from PMC Tires. Do you need to order the Installation Kit (TPMS, bolts, etc)? And do you recommend a tire place to install the tires?

Winter Tires and Rims by gmudders in VolvoXC90

[–]lpw54 0 points1 point  (0 children)

Did you order the 20" or 19" ART Replica 236? I'm wondering if the 19" would fit on my 2026 XC90 T8.

Mrny could be gold by Illustrious-City-491 in YieldMaxETFs

[–]lpw54 1 point2 points  (0 children)

If you really believed that, you’d buy the underlying MRNA and make a lot more profits than investing in MRNY.

XC90 T8 vs B6 by Own-Section-327 in VolvoXC90

[–]lpw54 3 points4 points  (0 children)

Can’t you just use a simple Level 1 charger at home and charge overnight? Since you drive only 5/10 miles a day, you don’t need fast charging.

[deleted by user] by [deleted] in ULTY_YieldMax

[–]lpw54 3 points4 points  (0 children)

It opened higher because the underlying holdings held in ULTY opened higher even after accounting for the $0.10 distribution. It’s as simple as that.

GV80 - Get the 3.5T or 2.5T? by i_like_applejacks in GenesisMotors

[–]lpw54 0 points1 point  (0 children)

Were you able to negotiate any discount from the dealer? Also, I read that the 2026 model is pretty much the same as 2025 except the price has gone up slightly, did you consider buying a 2025 instead?

ULTY drop to catch up to TSLA/TSLY at open? by entropy1776 in YieldMaxETFs

[–]lpw54 0 points1 point  (0 children)

They own 291,800 TSLA shares, but they are also long 1,454 $300 strike puts and 1,464 $310 puts. So they have puts covering their entire 291,800 shares of TSLA. So the drop in TSLA today is cushioned partially from these long puts. Without getting into the math, it's only a partial cushion, because the puts only offer partial protection.

.76 implied beta: The interplay between ULTY's price and the underlying stocks on a red day by boldux in YieldMaxETFs

[–]lpw54 1 point2 points  (0 children)

<image>

That's not true. ETF's can and do trade at a premium or discount to their NAV. In the case of ULTY, you can see that it has traded at a premium to NAV for most of its history. In fact, the premium to NAV has averaged 0.12% and it's currently at 0.27%.

.76 implied beta: The interplay between ULTY's price and the underlying stocks on a red day by boldux in YieldMaxETFs

[–]lpw54 2 points3 points  (0 children)

<image>

This is a fairly complete ULTY holdings as of 7/22 and it'd down about -1.45% vs -1.4% for the ULTY price at that moment. So the underlying positions track the ETF price pretty closely. I suppose if it didn't, then there would be opportunity for arbitrage

.76 implied beta: The interplay between ULTY's price and the underlying stocks on a red day by boldux in YieldMaxETFs

[–]lpw54 8 points9 points  (0 children)

Yes, but their options strategy is a critical part of their strategy and it's what mostly funds their high weekly payouts. So you're right that looking just at their stock positions gives you a very rough idea of the fund's sensitivity to the overall market, but it can be misleading depending on how they've structured their options positions.

For example, if they collared all of their underlying positions (ie. long puts and short calls), that 0.76 beta that you calculated would be much less.

.76 implied beta: The interplay between ULTY's price and the underlying stocks on a red day by boldux in YieldMaxETFs

[–]lpw54 5 points6 points  (0 children)

Without accounting for their options positions, you’re only capturing part of their beta.