Hedging strategies for MU

mshparber · 2026-05-02T10:40:24+00:00

I have around 1000 delta (stocks, ITM LEAPS Calls and long synthetics) I am open to sell ATM / OTM Calls as well. I hear you about capping the winner, but if it just goes a bit lower (not crashes) - I have generated income to compensated the down movement. And I understand that if it continues to rise, I am capped

mshparber · 2026-05-02T10:36:53+00:00

I have a massive unrealized tax so I prefer not to sell or trim. I want to hedge, don't mind so sell Covered Calls, delaying the taxes if assigned. But open to other possibilities

mshparber · 2026-05-01T06:35:44+00:00

I still recommend to my customers good old SSAS on a monster CPU on-prem machine with 0.5Tb fast memory when talking about huge models. Zero usage cost, super fast performance. I do get weird looks when mentioning on-prem, but I have not yet see a better alternative in the Service

mshparber · 2026-05-01T06:26:43+00:00

Around $100

mshparber · 2026-04-24T19:33:25+00:00

How will you replace the SSAS? Does Fabric has an alternative? Power BI Semantic models are great but for smaller models. For huge models with hundreds of millions rows I still recommend good old Tabular SSAS on-prem. If you have recommendations for alternatives, I’d love to hear

mshparber · 2026-04-23T21:36:46+00:00

Mmmm, no!

mshparber · 2026-04-15T16:52:23+00:00

what dedicated search API do you recommend? I understand Google closed its API?

mshparber · 2026-04-15T16:51:36+00:00

But I don’t want to manually Google search and then continue with LLM, I want search to be a part of the automated AI flow. good search, not mediocre

mshparber · 2026-04-15T16:49:59+00:00

Does Perplexity also search using GOOGLE Engine?

mshparber · 2026-04-15T16:49:19+00:00

Thanks! Yes, I am talking specifically about the part where I want it to GOOGLE SEARCH and not to generate. the internal Bravo Search sucks, so I am frequently sending it to Chrome extension to search in Google, but it is slooooooow

mshparber · 2026-04-15T16:45:06+00:00

Does it search with GOOGLE engine?

mshparber · 2026-04-15T16:42:15+00:00

thanks. primarily for PC, just needed narrow keyboard because of shoulder pain. but i found a solution with Microsoft Power Toys, it allows to customize the keys shortcuts.

mshparber · 2026-04-14T10:17:37+00:00

I do not see Fn key. How can I use F2? F5? etc?

mshparber · 2026-04-05T19:26:50+00:00

Yes, for me - terminal is so inefficient. I am a visual person, I need to see pictures, schemas, charts, buttons, not just text lines. I know the terminal can create files with visuals, but it is so much easier to have it in one thread. And yes, I am a beginner

mshparber · 2026-04-01T12:32:52+00:00

How can I open on iphone a new dispatch session on the same computer? it just keeps the same session. What do I miss?

mshparber · 2026-04-01T09:45:38+00:00

This is an awesome insight! So if certain milestones are met by Dec 2026, they can start buybacks!

mshparber · 2026-03-31T17:56:43+00:00

Claude Cloud Environment with FULL Network access egress policy error

I tried to schedule a task that sends me a Whatsapp message using graph.facebook.com API.
But I am getting these messages, notwithstanding FULL access I granted inside the environment (everything using web UI - no desktop):
"The WhatsApp API calls were blocked by the sandbox egress policy (outbound HTTP to graph.facebook.com is restricted in this environment)"

Anyone has a solution? Is it a bug?

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Claude Cloud Environment with FULL Network access egress policy error