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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A thread.

Earnings Trades Simplified.

Earnings announcements are public announcements that display a company’s earnings, or lack thereof. As the earnings announcement gets closer, implied volatility tends to increase. After earnings are announced,...

1/n

the uncertainty of what will happen diminishes, and usually we see a rapid decrease in implied volatility because of it. Because of this phenomena, we tend to stick to premium selling strategies when it comes to earnings plays. We can take advantage...

2/n

of the implied volatility crush by selling premium prior to the announcement, and buying it back after the announcement.

Earnings trades are not for everyone, as they involve high amounts of uncertainty and random movements.

3/n


Why Trade Earnings -

-Increase number of occurrences, many trades available so increases of our probability of profit.

-High IV opportunities

-Short term Binary event leading to drastic volatility crush.

4/n

Factors to consider when placing earnings trade -

1. Expected Move
2. When to place trade
3. Historical Moves
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Like humans , stocks too have different nature and if you are trading every stock the same way then this thread may be for you.

A thread on Nature of stocks and how it can help you to improve your trading results.


First start with what is the nature of stocks ?

I broadly categorize stocks in two categories-

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TradingView isn't just charts

It's much more powerful than you think

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1/ Free Multi Timeframe Analysis

Step 1. Download Vivaldi Browser

Step 2. Login to trading view

Step 3. Open bank nifty chart in 4 separate windows

Step 4. Click on the first tab and shift + click by mouse on the last tab.

Step 5. Select "Tile all 4 tabs"


What happens is you get 4 charts joint on one screen.

Refer to the attached picture.

The best part about this is this is absolutely free to do.

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I do not have the paid version of trading view.


2/ Free Multiple Watchlists

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Aditya Todmal
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How to save tax when income is above 50 lakhs?

Here are 9 benefits of trading in a corporate account: 🧵

Collaborated with @niki_poojary

1. Make a Pvt Ltd Company.

Form a company with family members and trade under it. The family members should be directors of the company. Will explain why later.

Why form a company?
You will only need to pay 25% flat tax. Individuals have to pay 30% tax above 10 lakh profits.

2. Surcharge Benefits:

You will be charged a lower surcharge in a corporate account.

Check the picture below:


Total Tax Outlay:

The total tax outlay for individuals is 30% plus surcharge. If you really earn a lot (10 cr +) then you will be paying 42% tax.

Whereas in a company you'll be paying a maximum of 28% tax.

This is how rich people save a lot of their money by paying low taxes.

3. Expenses can be deducted.

All expenses can be deducted from a company account.

Companies:
1. First make a profit.
2. then deduct the expenses
3. & Pay tax on the remaining income

Individuals:
1. First Profit
2. Then Pay tax
3. Expenses with whatever is left.
ALL , TRADING , TAXES RATTIBHA

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Jig's Patel
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Thread on
"Intraday Banknifty Strangle based on OI data"

(System already shared, today just share few examples)
(1/n)

-Trade timing after 9:45

-Check Banknifty change in OI data at 9:45, and identify the highest OI built up in call side and put side

-We will sell both strikes with combined premium as SL on both legs.
(2/n)

28th June 2021

BN open-35440
At 9:45 trading at 35350
Highest OI in call side at 35500 CE and 35000 at put side
Strike selection 35500 CE- 35000 PE
(3/n)


29th June 2021

BN open-35323

At 9:45 trading at 35112

Highest OI in call side at 35300 CE and 35000 at put side

Strike selection 35300 CE (232) - 35000 PE (150) Combined premium 382 , Both legs SL 382
(4/n)


30th June 2021

BN open-35030

At 9:45 trading at 35002

Highest OI in call side at 35000 CE and 35000 at put side

Strike selection 35000 CE(176)- 35000 PE(213) Combined premium 389 , Both legs SL 389
(5/n)
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