BC TRADING
Saved by @Alex1Powell

We've already established that $INTC is about to lose serious market share in the PC market but truth be told, Intel's most important segment is probably what it terms as the "Data Center Group", it's data center business. So what are Intel's prospects there? Let's do a deep dive

 While Intel's CCG segment (the PC segment) is fairly stagnant, The Data center segment (henceforth DCG) has been growing nicely for years. 2019 revenue are ~50% above 2015 and the segment has shown nice growth 2020 so far
So what has enabled an old mature co like $INTC to suddenly grow so fast in a major segment?
It's kind of obvious, isn't it? the CLOUD.
The DCG segment actually contains 2 very different activities - Traditional data center and hyper cloud
And while it's hyper cloud business was booming, it's traditional data center business was stagnating.
We estimate that between 2014-2019, Hyper cloud grew at ~30% CAGR with Traditional data center operating without growth
So it's pretty easy do see that the future of $INTC lies in its hyper cloud business. We've established that it faces a bleak future in PC and traditional data center, well, let's just say it's not a growth business.
Hyper cloud is basically 3 companies: $AMZN, $MSFT, $GOOG. What is the competitive dynamic in Hyper cloud (from the CPU perspective)?
One can see that the hypercloud guys basically have 2 options: $INTC & $AMD
$INTC is rapidly losing market share to $AMD which is a bit alarming and imo is the main reason for its stock behavior lately, but I argue that while the Intel / AMD is certainly of some importance, the market is focusing on the wrong thing
I can't stop myself from thinking about the war of the five kings. While all of Westeros petty kingdoms were fighting in the south, the true threat was forming in the north, waiting to reveal itself
unbeknownst to the southerners, back in 2015 the dark lord Bezos has started gatherings his army by purchasing an obscure Israeli start-up for $350M - Annapurna Labs
https://t.co/oTWxhB1mzL
By 2018, Bezos introduced his creation to the world, the first version of his final weapon, the one who will finally vanquish his ancient rivals $INTC & $AMD, the Graviton
https://t.co/4W0TO0Km7W
recently on May 2020, AWS released the latest Graviton version (v2) and the attack on the south has officially begun.
Performance benchmarks have been quite telling - it seems like Graviton2 is on par with x86 performance wise, and is much cheaper
maybe direct quotes will illustrate it better:
"The cost analysis section describes ‘An x86 Massacre’, as while the pure performance of the Arm chip is generally in the same region as the x86 competitors, its lower price means the price/performance is substantially better"
"If you’re an EC2 customer today, and unless you’re tied to x86 for whatever reason, you’d be stupid not to switch over to Graviton2 instances once they become available, as the cost savings will be significant"
btw the quotes are from https://t.co/ptiihfJgz6. I suggest go directly to the source and read the entire article
https://t.co/0vvQnceDfI
Unsurprisingly perhaps, Graviton has rapidly gained share in AWS since the release of v2
And that's where we come full circle. What does the future holds for Graviton? luckily for us, we don't have to make some wild prediction, because the future is already here. What is the future you ask? it's the magnificent M1: Black. Magic. Fuckery
https://t.co/zwZhp1XaW6
while Graviton is on par with x86 ($INTC) on performance, the M1, which is also based on ARM, blows the x86 out of the water. It's inevitable that at some point in the next 1-2 years, AWS will release a mind blowing version of Graviton akin to the M1
At that point the battle will be lost. the dark lord and his minions will prevail, the southern kingdom ($INTC) will fall like the old great empire of $NOK

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Sarang Sood
Sarang Sood
@SarangSood
THREAD ON DELTA (The most important GREEK)

Many traders don't indulge in understanding GREEKS because they think they are very complicated.

There are 4 primary greeks:

Delta
Gamma
Theta
Vega

In my experience, understanding DELTA is enough to take benefit of greeks.(1/n)

Delta measures the rate of change of options price based on the directional movement of the underlying.

So this means we can know in advance (theoretically) how much an option will move with the underlying & so we can prepare our strategies accordingly. (2/n)

Value of delta varies between 0 & 1 for calls and -1 & 0 for puts. This figure tells how much an option price will change, when the underlying moves 1 point. So example a delta of .2 of call indicates that for every 1 point change in the underlying, the price will move .2 (3/n)

For option writers who want to trade in neutral strategies like straddle, strangle, ratios, calendar etc, delta can be very helpful. So be it any complex strategy, knowing the NET DELTA can give you an idea of how your strategy will perform in different scenarios. (4/n)

Net delta is just the sum of the deltas of all the bull options (call+ & put-) minus the bear options (call- & put+).

So if we can track this, we will always be in the know of how much exposed our position is. It makes it easier then to adjust our position. (5/n)
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Sarang Sood
Sarang Sood
@SarangSood
@javia_savan You answered it yourself 🙂
Adjustment cost is way too high for bnf. Sometimes bnf does exceed nifty in vol crush, but nifty overall is more consistent.
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SPACVet
SPACVet
@SpacVet
My number 1 stock pick for 2021 is: Pine Island Acquisition Corp.

$PIPP

Let me break down why I think this will be THE SPAC of 2021. 👇

TL:DR – the management team is loaded with President Biden’s closest friends and advisors. No other SPAC has this level of access.

$PIPP company overview:

-focused on defense, government service & aerospace
-perfect focus when you consider who is on their Management Team


$PIPP Management

-here's where it gets EXCITING
-founded by John Thain (ex Merrill Lynch CEO and Uber director)
-then STACKED with veteran Government and Administration key figures


$PIPP Insane Management Connections

-the list of PIPP "DC Partners" includes:

-- President Biden's pick for Secretary of State (Tony Blinken)
-- President Biden's pick for Secretary of Defense (Gen. Lloyd Austin).


$PIPP - The Joe Biden Connection

- Tony Blinken and President Biden are close allies.
- Blinken has been an advisor to Biden for decades
- Blinken set to be appointed Sec. of State
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Investment Books
Investment Books
@InvestmentBook1
Knowledge sharing initiative Book 4: "The interpretation of financial statements" by Benjamin Graham.

This book was published around 1937 by investing legend Ben Graham. Ben is also regarded as the guy under whom the great Warren Buffett started his investing journey.


This book teaches financial statement analysis in a very simple manner. It also focuses on the key relationship between P&L, B/s & Cash flow statements of a company.

Here are key takeaways from the book 👇👇

1.B/s shows how much a company owns (assets) & owes (liabilities) at a particular point in time mostly prepared on a semi-annual & annual basis.

2.Assets=Tangible (PP&E, inventories, accounts receivable, cash)+intangible Assets (trademark, lease rights, goodwill)

3.Liabilities=Short term debt (accounts payable,current portion of long term debt,advances from customers) + Long term Debt (bank loans,bonds,lease liability)
4.Tangible assets are written down through depreciation & intangibles are written down through amortization or impairment

5. Depreciation & amortization means normal wearing out assets over its typical lifespan. It allows the cost of the asset to be charged off (in the income statement) over a number of years.

6. Depletion gets applied in commodity businesses like cement, mining, and crude oil.
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Aditya Todmal
Aditya Todmal
@AdityaTodmal
I spent over 100 hours studying the best patterns in Technical Analysis taught to me by @niki_poojary.

Turns out, patterns trading is simple—if you follow these 8 Patterns:

Let's start: ↓

While studying her Twitter profile and with constant talks with her, I found these to be the most important patterns she focuses on always.

Then I wrote a small summary of what each pattern means.

Also attached are some examples from her tweets.

1/ Cup and handle Pattern

Happens during an uptrend.

The cup portion has a U-shaped appearance.

The bears are getting weaker as they are unable to drive the prices below the last low.

Subhasish Pani uses this a lot in stocks to spot bullish trades.


Eg


Eg
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Ok I was wrong about theHouse. 2 years of legislative gridlock = not fun. Few bills passing.

Control of the House is useless when it comes to keeping Trump from declassifying all the SpyGate docs. Or stopping an Inspector General from releasing a report.

Trump still gets control of judicial appointments so we can expect another 100 judges over the next two years. This time there’ll be no McCain or Flake playing the Maverick role with their swing vote.

That new margin in the Senate is huge if another Supreme Court seat comes open.

So from the responses I’m getting, people seem to think if Trump declassifies the Spygate stuff now, nothing happens.

Are you under the impression federal prosecutors have to wait until CONGRESS finishes an investigation and makes criminal referrals before the DOJ can act?

There’s a federal grand jury on McCabe right now. Did Congress ever finish it’s investigation and make a referral to the DOJ against him?

No.

BUT INSPECTOR GENERAL HOROWITZ DID. On finishing his McCabe leak report.

Funny how nobody remembers that.
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लखोबा लोखंडे...
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Secrets of Ganapati (Author - Keshav Sitaram Thackeray)

This article is taken from Keshav Sitaram Thackeray's book 'Dharmachi Devale and Devalcha Dharma'. In it, Bal Thackeray's father is claiming how the Hindu deity of Ganesha is imaginary.
(1/20)

Buddha is Ashtavinayak and "Ganapati Bappa Morya" is "Chandragupta Morya".

In the era of democracy, the head of state is the President. But in ancient India, there was a Gana culture in the monarchy and the head of that Gana was called Ganapati
(2/20)

In ancient India, a prince named Siddharth Gautam was born in royalty. He later became the king of Shakya Gana in this Gana culture. In time, Siddhartha attained enlightenment.

Let us now understand the difference between a real Ganapati and an imaginary Ganapati.
(3/20)

Some clever Brahmin manuvadis made the real Ganapati the imaginary Ganapati.

Buddha was the king of the Shakya Gana, so people called him Ganaraja. He founded Buddhism and became the head of the Shakyas. As the head of Gana, people used to call Buddha as Ganapati.
(4/20)

But the Brahmins Brahmanized Ganapati and created a false Ganapati. When Buddha used to give the message of Dharma to the people, two words would come out of his message. Chitta and Malla.

Chitta is the body.
Malla means waste
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sriram
sriram
@SriramKannan77
12 Azhwars (Alwars)

The 12 Azhwars, (the Main composers of Naalayira Divya Prabandam - 4000 poetic Rhymes) are known as Nityasuris or Divyasuris; those who reside permanently with the Lord in His Heavenly abode.


They have incarnated as Azhwars -Vasihnavite Saints - to propagate Bhakthi Marga, devotion to Lord Vishnu.

Alwars have dedicated their lives towards Lord Sriman Narayana and they led their life by praising Him.

These Alwars were born in various parts of our country but they were all united in a common subject, ie dedicating their lives and praising the Lord.

Poigai Alwar, Bhoodath Alwar and Pei Alwar are collectively called as "Mudhal Alwars" were found in the same period of time.

Thirumazhisai Alwar, who thought the Perumal as his friend and has sung Mangalasasanam on Perumal.

Thirumangai Alwar was a great king and later, changed his life to work for the Perumal and for his bhaktaas.

Thondaradippodi Alwar, who is also named as "Vipra Narayanar" led his life as the servant to the God and did service to Him by offering beautiful Garlands.
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#NEIOH

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4. Wouldn't It Be Much More Relaxing And Fun To Allow Others Their Freedom, Just As You Want Yours?  Yes Indeed!  Relax And Flow!

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Emma Hilton
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@FondOfBeetles
This is Kuinini ‘Nini’ Manumua, the woman who was ultimately displaced by inclusion of Laurel Hubbard.

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