The nearly $200 billion in semiconductor m&a in the last 18 months has less to do with what drove the sector historically (PCs & Smartphones) and more to do with emerging technologies like drones, artificial intelligence, …
Continue readingNew York Times
Since I entered the business in 1997, I have experienced several significant financial market booms and busts. Asset bubbles inflating, over-inflating, then popping and overshooting on the downside. Since 2000, the largest public equity market …
Continue readingTrade Update Mar 12th, 2013 at 11:40 am: When I first initiated the TSLA call calendar ahead of earnings, my thought was that no matter what the earnings results were, the stock likely had one …
Continue reading
EEM – options were extremely active today topping the most actives list with the largest trade being the sale of 111k of the March 43 Puts at .06 to close, vs buying 215k of the …
Continue reading
Tesla has had an interesting last month as it tried to make new highs only to find selling pressure following a combination of earnings and an odd flame war between Elon Musk and a New …
Continue reading
XLF – as Dan mentioned yesterday in “Quick Hits”, there were large buyers of the March 18.50 and 19 calls. Today a block of 40K Apr 18 calls traded. Over 98K have traded on the …
Continue reading
The rhetoric in Tesla has gotten heated this week, as Elon Musk attacked New York Times reporting as mistaken and flawed on the Model S. The Times traded barbs with Musk this week, defending its …
Continue reading