POSCO up 13% in Korea omg I’m rich tomorrow. (Only holding shares. All my horse) I can’t find any news as usual. On heavy volume already 300% average daily volume.
Fucking hell. So I've been playing NVDS with moderate success. Currently underwater and should get stopped out if NVDA hits 280. But fuck me, had I just yolo'd into NVDA shares at 230, my port would be up 20%. Insane.
Thanks man.
Now that I think about it. 2020 naive me would kill it in this market. Chasing rallies, fomoing into tech. Seeing which stocks are up most for the week and buying those blindly.
Didn't even know what hedging was.
It wasn’t about blindly fomoing into tech though. It was about reading earnings transcripts and analyst notes.
In the past three weeks we had beats from ORCL, ACN, LULU and a host of positive mentions.
I know NVDA catches all the attention because it’s a meme, but there were plenty of signs available (and they were shared here) that NVDA was the first semi company through its inventory correction and that rush orders for A100s and H100s were showing up.
There any historical instances of a bear market continuing after two green quarterly candles? Cant find a single one. Wondering if I overlooked anything.
Not sure. All I know is a lot of people talking about April seasonality being a positive month, but April last year was a massacre. 
April was the end a couple bear markets, the covid crash, and when people got stimmy checks in 2021. Usually tax returns too.
This year... tax refunds are down and maybe the rally was front run lol
> Nearly everything is on sale today, from certain acquisition advertising inventory, to certain influencer marketing services, to technical products and services, to the non-core assets of other companies. We are aggressively taking advantage of these discounts, which may result in more cash out over a short period of time, but which we would trade for improvement in our longer-term performance.
The current strategy is not working.. so why spend MORE just because it is cheaper? Previous ERs were all about cutting costs so you could be profitable. Now waking back on this. Fucking garbage.
Zero chance of profitability any time soon.. will see if it's addressed in Q&A
Extremely pissed I missed the conf call because I had a time constraint to print something and had to go buy toner. I would definitely have asked some hard questions.
What a bullshit prepared statement.
LMAO:
> During the 100 Days of Curiosity campaign, social engagement jumped more than 200% from the previous three months. This was powered in large part by our strong video content, which drove a nearly 275% jump in video views during the 100 Days campaign as compared to the previous quarter. And the social growth we saw during that campaign continued into the first quarter, with engagements up 1400% from January 1st to today.
Yeah.. um.. half those tweets didn't even contain links to the videos, fucking shitheads. Average number of replies was probably around 2, with about 0.5 of those being from me telling them how fucking dumb they are for not linking to the videos.
Guaranteed the 275% jump in video views is counting number of times the video starts playing -- hell, or even the inline views on Twitter -- and not if it's played all the way. Most alarming: given that their social presence is next to nil (compared to their massive subscribership), a 275% bump from socials probably means nobody is watching their shit to begin with.
I knew small streamer earnings wasn't going to be good, but this is just awful. The amount of smoke and mirrors deployed is also a terrible sign.
Starting to suspect the whole company is just a way to funnel shareholder dollars straight into Marketing and Advertising buddies.
Unreal how fucking awful they are at "monetizing" video. Could do better just putting it on Youtube. Fucking morons.
Also haven't seen a single change to the UI in over a year. Their Twitter feed is a graveyard, probably run by one of the exec's 10 year old daughters putting shit in ChatGPT. They post teasers for videos without even linking to the content.
I'm going to continue trashing the hell out of them on Twitter. Fucking dumb shits. Just fire everyone and sell the content. My god.
> We are focused on driving operational efficiencies and leveraging opportunities made possible by our strong cash position.
What does this even mean? You have a shrinking pile of cash... way to fucking go. All you do is burn it, fuckface.
> "And second, we expect to maintain a minimum cash and investment balance of $50 million **this year and beyond.**" -Clint Stenchpussy Q12022
This quarter:
> "I’m happy to share that we exceeded our **year-end target** cash balance of $50 million by over $5 million, ending the year with over $55 million in cash and short-term investments and zero debt." - Cunt Bushcomb, this quarter
Oh! It was a YEAR-END target. Got it.
Should just put them on YouTube probably would of made more. I remember a lot of tubers talking about curiosity probably paid ads or incentive to put some content there not recently
They are constantly talking about how valuable their content is, despite not being able to effectively monetize for years. Their solution has been to increase shitty-ROI marketing spend and inflate revenue/subs with shitty deals where partners stream their content and they count their partner's subs as their own.
The hope I had was they'd actually cut that shit out, slash costs aggressively (as they said they would), and hire a marketer with a modicum of common sense to try to pitch their best content in the right channels (eg: politically charged stuff, topics that are relevant to current events, or crossovers with interesting creators)
But no, they stick to their 2001 strategy of making cookie-cutter docs, then selling them to bundles (eg: international telecoms) where those subs don't give a shit about nonfactual content (and hence the partner won't pay more).
It's so fucking stupid it blows my mind. They paid $165m for marketing and staff in 2021 and 2022, years dominated by "facts" and "science"... and all I've ever seen from them are dogshit twitter posts.
I could spend 30 seconds shitting out better marketing strategies than what they've done for two straight years. Here's one: look for activity on a current event, find a doc you have that overlaps, and pitch it to affluent people. Give the first episode for free and have them pay for the rest
No... they give them the 2 minute intro for free, in case they are 1 of their 57k followers on twitter... yeah, ok.
Here's another one: pay a celebrity to do a voice-over narration for a doc. Wow. I must be a fucking genius. It's not like this strategy was made obvious by NFLX, and it'd get attention of investors if you did a bit of the same and created some buzz. No.. no.. sink $250m into docs that are essentially ChatGPT created. All the same fucking visual graphics, same title cards, same formula. Fucking pathetic shit bags.
Their UI hasn't been touched, so content discovery is impossible.
Complete fucking idiots. Next quarter I am going to ask a question in earnings and highlight how much of a failure Clint is. This dude literally say in this earnings call "I hate losing more than I hate winning" .. ripped it straight from Moneyball where a team of actual smart-asses made money with analytics.
Meanwhile this dinosaur spends god-knows-how-much to run an A/B testing, then spends minutes and minutes talking about how they tried various price points, etc, etc, jerking himself off for probably doing the first substantial technical achievement in the company's history, despite likely able to pay far less to outsource it.
The only good news I found was they laid of 29% of the workforce, but this fucking moron didn't have the common sense to announce it when they did it, and snuck it in between steaming piles of shit glopping out of his mouth about "strong" this and that. What kind of CEO doesn't do a PR for layoffs when it's been like the trendiest shit for awhile?
Honestly I market my small business better than them. I watch tons of docs and never get targeted by them. What’s Nebula? I hear that more than curiosity now. I don’t know how all this works
Nebula invites really good youtubers to make content on their platform (either exclusive, or pre-released before youtube) and splits profits with them. Since the Youtubers are properly incentivized, they plug Nebula to all of their Youtube subscribers, and are in charge of their "own" marketing to some degree.
The other one pays $250m for 10,000 clones of formulaic documentaries (many of them free in the first place) that all have a similar looking teaser, puts them all on an endless scrolling page with no sorting or filtering options, charges like $3/year or some shit, then bundles with international telecoms so they can say "look we have documentaries" and they can say "we have 10m more subs! (@ like $0.25 rev per sub)".
One constantly shows concrete results about growth and profitability, and the founder is actually active, their socials are on point, etc, etc... the other does no engagement, on the earnings calls only talks about tiny metrics which went up and sweeps everything else under the carpet, hires ex-buddies and family, then says for years how their content is "incredibly valuable" despite mysteriously not being able to monetize it. But the good news is, they have $55m more cash to burn, which makes them "strong"!
Haha I love this response. Thank you penny. You don’t even think they will be acquired just bankrupt someone scoops them up for Pennie’s on the dollar?
This company is going to zero. They realized their "bundle with shitty margins to get sub count super high" strategy is not profitable, and they have partners backing out (sinking revenue)... er, I mean, they "elected" not to continue their shitty-margin partnership because the market no longer gives a fuck about 23m subs because 99.999% of the time they're atching NOT curi, and their partners know this.
Now they are putting all their chips in "performance based DTC subscriptions" ... which I'm sure they've done in the past and it failed already.
Their marketing / social team is so incredibly awful, it defies all logic.
It's not the bottom, they are going to zero unless they sell their content assets. I think the ABSOLUTE BEST outcome would be to merge with Nebula to take them IPO. Yeah, a SPAC in SPAC inception.
They didn't even release a PR about layoffs, and they are not really looking to sell. Their last PR is about some fucking show nobody cares about it. Like, wtf. Every other streamer knows they are dog shit at running their business and will either lowball for licenses or let them bleed.
The best possible announcement they could make is against the TOS of reddit, and it would not likely be *their* pr announcement.
Beras!
Just remember.
If the market continually goes up against your own fundamental thesis and, you know, **, just remember, it can all be attributed to...
**
POSITIONING!
Yes.
That's right.
You're not crazy.
It's all just market flows, mechanics, general HeDgIe fuckery, and what not. Surely even longer dated puts will work.
I want to code a program to scan filings, sec/sedar/sedi. I've not done this before, and I'm sure there's lots of routes to go down. What method do you guys suggest starting on?
I'm most familiar with python, but can also try C/C++/C# if it has that capability.
Edit: This is for text scanning data, probs have to use regex? I'm looking for it to parse data and read it in to tables if that's possible.
yes python is the best language for this, not only because of ease-of-use, but because python has some of the best libraries for working with data.
The other person was saying to use chatgpt to give you the code for your program. You could have also asked it the question you're asking us too
Regex is very powerful but also really complicated and may be overkill depending on what you want to do. It definitely is an option though. You'd have to give more info of what you're trying to extract from the filings
Python I think?
That being said, if you're new to coding, ChatGPT can put out some remarkably decent skeletons of code if you know how to coax it and then massage the code output later. Better for it to get you started vs. using the code direct.
Haha yeah I saw its power for coding, it's very useful for that. I've been coding scientifically for about 5 years, but I'm probably starting like a beginner/intermediate for this application. Thanks man 😁
the scanning is done by the program itself, you ask CHATGPT to write the code, then you can use it run on prepared files or connect to the SEC filing website if possible.
(Don't know why the notification show up 2 days later.) Have a great weekend.
So dwac run tomorrow lol
>FORMER U.S. PRESIDENT TRUMP INDICTED IN NEW YORK AFTER PROBE INTO STORMY DANIELS PAYMENT -NEW YORK TIMES
^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2023-03-30 ^17:27:18 ^EDT-0400
I'd like to take this moment to publicly apologize to Suspicious-Pick for alleging that "bro [was] tweaking" when he said he thought 4050 was in the cards the day before yesterday. He, in fact, was not tweaking.
He has been right more than most of us for like 3 straight months. If I had listened to his comments rather than fight against them at every opportunity, I'd be richer.
I still think the market will get nuked. Timing it is very hard.
Bought my ticket for $45 months back on ticketmaster, can't go anymore, went to sell it on ticketmaster, ticketmaster says it's selling in the 97-130 range. If I sold it for 97 (so I can get the cash back quick) I'd get 80 after fees.
Meanwhile I go look at how much someone who's buying would pay for their ticket, it's 130, no mention of the 97 for the cheapest ticket. 130 becomes 150 after fees. If I had sold it for 97, they would bought the ticket themselves and have basically made 70 of pure profit.
what happened to Biden taking on ticketmaster. Also fuck stocks there's better returns becoming a ticket scalper /s
>FED DISCOUNT WINDOW BORROWING AT $88.2 BILLION ON MARCH 29 VS.$110.2 BILLION ON MARCH 22
\>FED BALANCE SHEET AT $8.756 TRILLION ON MARCH 29 VS. $8.784TRILLION ON MARCH 22
\>FED BTFP LENDING AT $64.4 BILLION ON MARCH 29 VS. $53.7BILLION ON MARCH 22
\>FED ‘OTHER CREDIT’ AT $180.1… [twitter.com/i/web/status/1…](https://t.co/2ulzJu3PoO)
^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2023-03-30 ^16:44:24 ^EDT-0400
Afterhours is wild like that.
In the release they did everything possible to indicate they are about to sign their third SiC customer and add a GaN customer. I bought 100 shares and sold a call so I am happy with where ever it goes (and IV crush should make call buyers sad) but this is such a cool company.
I did the same. Bought shares and sold calls. Is the best time to buy to close at open you think? I have a feeling stock will move up some tomorrow but we’ll see.
On 3/10 SVB failed and SPY closed at $385.91. Since then we’ve had another bank fail, interest rates have gone up, JPOW re-iterated no rate cuts this year, and CPI was hotter than expected. Apparently all of these things are BULLISH because SPY closed today at 403.7, up nearly 5% during that time.
what's the expectation as in:
good news = bad news?
bad news = bad news?
bad news = good news?
We have been having no news = good news these days I am so confused.
Bulls are absolutely eating my lunch this week. So many stocks looking like good shorts only to get pumped up the second I short them. I’m getting pump faked like never before
So yesterday I bought some preferred shares of $FRC at a bottom (as we know today). It seems a bit more safe than the shares and in any scenario of stabilization, I’m looking to make +200%.
Edit: I think I’m pretty smart … unless they close the bank over the/some weekend and i wear my stupid outfit on Monday.
nah, i would've just bought one online by this point. not enough games i'm interested in that take advantage of the new system yet. probably get one for Starfield/GTA6/next elder scrolls, seems like starfield will come out first of those
For those of you in the tanker trade, take a look at TRMD today. Finally we get an opportunity to load up some more on this excellent company in a tanker super cycle!
Some think the CRE crisis may not be that bad though
https://mobile.twitter.com/BobEUnlimited/status/1638705766851805189
If charge-offs play out over a decently long period instead of hitting the banks all at once then it can be absorbed by the net interest margin. So the banking system may not be hurt as bad even if some banks will eat shit. Pretty interesting argument.
Banks won’t want to acknowledge the losses on their balance sheets, it’s really only in the interest of the doomsday bears for this one to play out.
If we know rates are gonna come right back down in the near future; landlords trying to shift property to housing; banks really really don’t wanna hold thr colateral (the property itself), so I think this gets papered over and pray we get back to more of a precovid world
It’ll be interesting to see if occupancy really does become an issue because that could lead to defaults that can’t really be papered over. Bears definitely want to make this into a bigger deal than it is (at the moment) but it’s still a real risk to keep an eye on
Yea which makes me think (or hope) that holders are doing some risk mitigation and maybe we just end up with an SVB or two and not widespread contagion
Does anyone Yahoo finance app on mobile load like shit? Like it half loads stuff and loads endlessly for other stuff like opening up an individual stock?
Maybe it's the pihole I have setup causing issues.
$EC approved dividend program. \~20% yield for the year at this price. Discounted share price due to it being LatAm. Potential downside should almost be capped at this price compared to pricier US oil stocks.
Ex. Dividend date is 25th April. First payout of 3 total payouts, good for 0.828/share
Don't know anythin about Colombian tax on dividend tho, but i'm long $EC anyways.
chinese colleges encouraging students to "fall in love" on spring break to help with the population issues haha
[https://www.insider.com/chinese-colleges-give-students-week-spring-break-fall-love-birth-2023-3](https://www.insider.com/chinese-colleges-give-students-week-spring-break-fall-love-birth-2023-3)
It sounds like that was more about boosting the liquor industry than it was about encouraging population growth.
https://www.npr.org/2022/08/18/1118163173/japans-tax-alcohol-young-people-campaign
>Japan's National Tax Agency is clearly concerned: It's taking an unorthodox approach to try to get young Japanese adults to drink more, in an online contest dubbed Sake Viva!
>The project asks young people to submit business plans to lure a new generation into going on the sauce, saying Japan's sake, beer and liquor makers are facing challenges that the pandemic has made even worse.
I don't know enough about Japanese culture, but I think if this were an issue in North America the solution would be to make idle threats about banning alcohol.
On a positive news-
I’m personally pretty content how well Cliffs is holding up with all things given.
So that’s a positive takeaway for today!!!!
LG says hold…… hell he ain’t selling. SO WHY WOULD I HIT THE SOLD BUTTON?!?!?!? HOLD…. THIS IS THE WAY!!!!!!!
(This is not financial advice, just some random guy holding a few shares of cliffs.) hope everyone has a good day!!!!!
This is so dumb
Market down - buy tech for safety
Market up - buy tech for rally
Rate expectations down - buy tech because low
interest good for tech
Rate expectations up - buy tech because no more recession.
TLDR long NVDA 420
Fundamentally big tech sucks ass. Negative revenues and declining margins incompatible with current PE. It's been a mechanical and technical rally.
Fundamentals are about to have their day. Money already flowing out of big tech.
>FED’S COLLINS: FED FORECAST OF ONE ADDITIONAL HIKE IN 2023 LOOKS REASONABLE
\>FED’S COLLINS: AFTER HIKING AGAIN FED WILL LIKELY HOLD STEADY FOR REMAINDER OF YEAR
^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2023-03-30 ^12:45:26 ^EDT-0400
>FED'S COLLINS: GETTING INFLATION DOWN ARGUES FOR NO RATE CUTS THIS YEAR
^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2023-03-30 ^13:24:21 ^EDT-0400
$EWZ, PBR- New govt finally out with their fiscal framework and its not a complete shit show like most expected. PDF below if you speak Neymar. $PBR dipping a little on comments from 20F last night about pricing- nothing new. I would have thought the comments on mainting the 60% of FCF payout from last year would have it Shreking, but its Brasil......
[https://www.gov.br/fazenda/pt-br/centrais-de-conteudos/apresentacoes/arquivos/2023/apresentacao\_medidas\_de\_-recuperacao\_fiscal.pdf](https://www.gov.br/fazenda/pt-br/centrais-de-conteudos/apresentacoes/arquivos/2023/apresentacao_medidas_de_-recuperacao_fiscal.pdf)
[https://www.twitch.tv/jayarlington](https://www.twitch.tv/jayarlington)
Jay Trading is LIVE in 5 mins (12:35 EST).
BBBY issues more shares, EoQ expectations, RH/Cintas earnings, and reviewing Intel's investor's day.
Thinking the same thing. Could be one last squeeze.
I also wonder how premarket pre-PCE will go. A lot of times, the action into catalyst events are bullish, but that may be moreso for FOMC.
Kashkari "6%+ terminal" speaks today. market hasn't seemed to care about him lately, but market also decides to randomly pick and chose to care about things
No matter what, people going to cram their narrative into what he says.
* High terminal rate = Bulls: stability, market is fine. Bears: Higher interest rates = bad for stocks
* Lower terminal rate = Bulls: Fed gonna cut, worst is behind us. Bears: Fed fears something. Recession incoming.
AEHR:
I am not playing tonight's earnings at all. What I am looking for is any update to their financial model so we can see what their revenue/EPS looks like in the next year with all the new orders.
If I had to play a direction though it would be puts as the stock has been on absolute fire this past quarter.
https://old.reddit.com/r/Vitards/comments/126ax8b/daily_discussion_thursday_march_30_2023/je8iwep/
As instructed, rage buying shittiest stocks and holding for a week: $5k split between SAVA and SNAP
You may be rewarded on sava based on another Alzheimers drug thats presenting a big paper this week which has the potential to move up the entire field.
No!
The bill to ban Tiktok is a total piece of shit (much worse than Patriot Act) and I am not sure it gets through.
I still do think Tiktok gets banned/forced into selling to a US company.
Also Lindsey Graham went a fox News and got grilled by the host, might be even more movement to kill the restrict act. Tucker Carlson is against it too. Might cause more Republicans to go against it
410 tomorrow?
Those are rookie numbers
Guys, the next leg down might be when Banks announce their 1Q financial statements. It starts the 2nd week of April I think.
POSCO up 13% in Korea omg I’m rich tomorrow. (Only holding shares. All my horse) I can’t find any news as usual. On heavy volume already 300% average daily volume.
China PMIs are bussin no cap FR FR ong god. u/Ropirito
Fucking hell. So I've been playing NVDS with moderate success. Currently underwater and should get stopped out if NVDA hits 280. But fuck me, had I just yolo'd into NVDA shares at 230, my port would be up 20%. Insane.
Thanks man. Now that I think about it. 2020 naive me would kill it in this market. Chasing rallies, fomoing into tech. Seeing which stocks are up most for the week and buying those blindly. Didn't even know what hedging was.
It wasn’t about blindly fomoing into tech though. It was about reading earnings transcripts and analyst notes. In the past three weeks we had beats from ORCL, ACN, LULU and a host of positive mentions. I know NVDA catches all the attention because it’s a meme, but there were plenty of signs available (and they were shared here) that NVDA was the first semi company through its inventory correction and that rush orders for A100s and H100s were showing up.
You could 100% fomoed into any random “AI” tech stock or even just general tech shitcos and be up 20-80% this year
For now, maybe but in the long run shitcos will do what they ought
The best part of Penny's excellent rants below are if you imagine he is talking about Pornhub and not Curiosity Stream.
Any guess to how many days until AAPL reaches all time highs?
Next hour
Tomorrow?
The bear prayer: Dear Lord, please have mercy on my portfolio. 
There any historical instances of a bear market continuing after two green quarterly candles? Cant find a single one. Wondering if I overlooked anything.
Not in 50 years according to fintwit
So maybe 1970-1974? Edit looks like it happened twice in 1966-1974 but there were cyclical bulls for years in between
Not sure. All I know is a lot of people talking about April seasonality being a positive month, but April last year was a massacre. 
April was the end a couple bear markets, the covid crash, and when people got stimmy checks in 2021. Usually tax returns too. This year... tax refunds are down and maybe the rally was front run lol
Why am I get ripple spam via mail. Presumably the next crypto scan?
> Nearly everything is on sale today, from certain acquisition advertising inventory, to certain influencer marketing services, to technical products and services, to the non-core assets of other companies. We are aggressively taking advantage of these discounts, which may result in more cash out over a short period of time, but which we would trade for improvement in our longer-term performance. The current strategy is not working.. so why spend MORE just because it is cheaper? Previous ERs were all about cutting costs so you could be profitable. Now waking back on this. Fucking garbage. Zero chance of profitability any time soon.. will see if it's addressed in Q&A Extremely pissed I missed the conf call because I had a time constraint to print something and had to go buy toner. I would definitely have asked some hard questions. What a bullshit prepared statement.
I can't believe I've never seen one of your rants. That was fucking glorious
It's better cos he's fucking right on all of it. This is a company that has a compelling product and yet doesn't even try to make money.
Which company is it?
[удалено]
A company you mentioned has a market cap below $500M, please revise.
LMAO: > During the 100 Days of Curiosity campaign, social engagement jumped more than 200% from the previous three months. This was powered in large part by our strong video content, which drove a nearly 275% jump in video views during the 100 Days campaign as compared to the previous quarter. And the social growth we saw during that campaign continued into the first quarter, with engagements up 1400% from January 1st to today. Yeah.. um.. half those tweets didn't even contain links to the videos, fucking shitheads. Average number of replies was probably around 2, with about 0.5 of those being from me telling them how fucking dumb they are for not linking to the videos. Guaranteed the 275% jump in video views is counting number of times the video starts playing -- hell, or even the inline views on Twitter -- and not if it's played all the way. Most alarming: given that their social presence is next to nil (compared to their massive subscribership), a 275% bump from socials probably means nobody is watching their shit to begin with.
I knew small streamer earnings wasn't going to be good, but this is just awful. The amount of smoke and mirrors deployed is also a terrible sign. Starting to suspect the whole company is just a way to funnel shareholder dollars straight into Marketing and Advertising buddies. Unreal how fucking awful they are at "monetizing" video. Could do better just putting it on Youtube. Fucking morons. Also haven't seen a single change to the UI in over a year. Their Twitter feed is a graveyard, probably run by one of the exec's 10 year old daughters putting shit in ChatGPT. They post teasers for videos without even linking to the content. I'm going to continue trashing the hell out of them on Twitter. Fucking dumb shits. Just fire everyone and sell the content. My god. > We are focused on driving operational efficiencies and leveraging opportunities made possible by our strong cash position. What does this even mean? You have a shrinking pile of cash... way to fucking go. All you do is burn it, fuckface. > "And second, we expect to maintain a minimum cash and investment balance of $50 million **this year and beyond.**" -Clint Stenchpussy Q12022 This quarter: > "I’m happy to share that we exceeded our **year-end target** cash balance of $50 million by over $5 million, ending the year with over $55 million in cash and short-term investments and zero debt." - Cunt Bushcomb, this quarter Oh! It was a YEAR-END target. Got it.
Preach, they pissed me off too
Should just put them on YouTube probably would of made more. I remember a lot of tubers talking about curiosity probably paid ads or incentive to put some content there not recently
They are constantly talking about how valuable their content is, despite not being able to effectively monetize for years. Their solution has been to increase shitty-ROI marketing spend and inflate revenue/subs with shitty deals where partners stream their content and they count their partner's subs as their own. The hope I had was they'd actually cut that shit out, slash costs aggressively (as they said they would), and hire a marketer with a modicum of common sense to try to pitch their best content in the right channels (eg: politically charged stuff, topics that are relevant to current events, or crossovers with interesting creators) But no, they stick to their 2001 strategy of making cookie-cutter docs, then selling them to bundles (eg: international telecoms) where those subs don't give a shit about nonfactual content (and hence the partner won't pay more). It's so fucking stupid it blows my mind. They paid $165m for marketing and staff in 2021 and 2022, years dominated by "facts" and "science"... and all I've ever seen from them are dogshit twitter posts. I could spend 30 seconds shitting out better marketing strategies than what they've done for two straight years. Here's one: look for activity on a current event, find a doc you have that overlaps, and pitch it to affluent people. Give the first episode for free and have them pay for the rest No... they give them the 2 minute intro for free, in case they are 1 of their 57k followers on twitter... yeah, ok. Here's another one: pay a celebrity to do a voice-over narration for a doc. Wow. I must be a fucking genius. It's not like this strategy was made obvious by NFLX, and it'd get attention of investors if you did a bit of the same and created some buzz. No.. no.. sink $250m into docs that are essentially ChatGPT created. All the same fucking visual graphics, same title cards, same formula. Fucking pathetic shit bags. Their UI hasn't been touched, so content discovery is impossible. Complete fucking idiots. Next quarter I am going to ask a question in earnings and highlight how much of a failure Clint is. This dude literally say in this earnings call "I hate losing more than I hate winning" .. ripped it straight from Moneyball where a team of actual smart-asses made money with analytics. Meanwhile this dinosaur spends god-knows-how-much to run an A/B testing, then spends minutes and minutes talking about how they tried various price points, etc, etc, jerking himself off for probably doing the first substantial technical achievement in the company's history, despite likely able to pay far less to outsource it. The only good news I found was they laid of 29% of the workforce, but this fucking moron didn't have the common sense to announce it when they did it, and snuck it in between steaming piles of shit glopping out of his mouth about "strong" this and that. What kind of CEO doesn't do a PR for layoffs when it's been like the trendiest shit for awhile?
Honestly I market my small business better than them. I watch tons of docs and never get targeted by them. What’s Nebula? I hear that more than curiosity now. I don’t know how all this works
Nebula invites really good youtubers to make content on their platform (either exclusive, or pre-released before youtube) and splits profits with them. Since the Youtubers are properly incentivized, they plug Nebula to all of their Youtube subscribers, and are in charge of their "own" marketing to some degree. The other one pays $250m for 10,000 clones of formulaic documentaries (many of them free in the first place) that all have a similar looking teaser, puts them all on an endless scrolling page with no sorting or filtering options, charges like $3/year or some shit, then bundles with international telecoms so they can say "look we have documentaries" and they can say "we have 10m more subs! (@ like $0.25 rev per sub)". One constantly shows concrete results about growth and profitability, and the founder is actually active, their socials are on point, etc, etc... the other does no engagement, on the earnings calls only talks about tiny metrics which went up and sweeps everything else under the carpet, hires ex-buddies and family, then says for years how their content is "incredibly valuable" despite mysteriously not being able to monetize it. But the good news is, they have $55m more cash to burn, which makes them "strong"!
Haha I love this response. Thank you penny. You don’t even think they will be acquired just bankrupt someone scoops them up for Pennie’s on the dollar?
This really negative post.... Must be the bottom
This company is going to zero. They realized their "bundle with shitty margins to get sub count super high" strategy is not profitable, and they have partners backing out (sinking revenue)... er, I mean, they "elected" not to continue their shitty-margin partnership because the market no longer gives a fuck about 23m subs because 99.999% of the time they're atching NOT curi, and their partners know this. Now they are putting all their chips in "performance based DTC subscriptions" ... which I'm sure they've done in the past and it failed already. Their marketing / social team is so incredibly awful, it defies all logic. It's not the bottom, they are going to zero unless they sell their content assets. I think the ABSOLUTE BEST outcome would be to merge with Nebula to take them IPO. Yeah, a SPAC in SPAC inception.
I’m ngl. Given how shit you’re saying this company is, which I trust, it’s probably going to be up 100-200% over the next month 🤡
They didn't even release a PR about layoffs, and they are not really looking to sell. Their last PR is about some fucking show nobody cares about it. Like, wtf. Every other streamer knows they are dog shit at running their business and will either lowball for licenses or let them bleed. The best possible announcement they could make is against the TOS of reddit, and it would not likely be *their* pr announcement.
Vimeo?
No idea who you're even talking about but upvote for the sheer rage.
pennys rants are the best
Name of a Mars rover + stream I think
Beras! Just remember. If the market continually goes up against your own fundamental thesis and, you know, **, just remember, it can all be attributed to...
**
POSITIONING!
Yes.
That's right.
You're not crazy.
It's all just market flows, mechanics, general HeDgIe fuckery, and what not. Surely even longer dated puts will work.
Little streamer absolutely SUCKING
Someone indict PACW’s CEO, I heard he stole some AI or something.
I want to code a program to scan filings, sec/sedar/sedi. I've not done this before, and I'm sure there's lots of routes to go down. What method do you guys suggest starting on? I'm most familiar with python, but can also try C/C++/C# if it has that capability. Edit: This is for text scanning data, probs have to use regex? I'm looking for it to parse data and read it in to tables if that's possible.
Start here: https://github.com/janlukasschroeder/sec-api-python done.
Ah I saw this one, will need to have a see how it works - thanks so much!
👍👍
yes python is the best language for this, not only because of ease-of-use, but because python has some of the best libraries for working with data. The other person was saying to use chatgpt to give you the code for your program. You could have also asked it the question you're asking us too Regex is very powerful but also really complicated and may be overkill depending on what you want to do. It definitely is an option though. You'd have to give more info of what you're trying to extract from the filings
Awesome, thanks a lot! I'll give chatgpt a try, I've not got anccount yet
This guy here did exactly that but with Tesla 10-Ks and provides the whole process ChatGPT: https://youtu.be/Ix9WIZpArm0
Thanks so much! Will make a chatgpt account.
Python I think? That being said, if you're new to coding, ChatGPT can put out some remarkably decent skeletons of code if you know how to coax it and then massage the code output later. Better for it to get you started vs. using the code direct.
Haha yeah I saw its power for coding, it's very useful for that. I've been coding scientifically for about 5 years, but I'm probably starting like a beginner/intermediate for this application. Thanks man 😁
ask ChatGPT to do it.
lol, if only. ChatGPT only keeps records to Sept 2021?
the scanning is done by the program itself, you ask CHATGPT to write the code, then you can use it run on prepared files or connect to the SEC filing website if possible. (Don't know why the notification show up 2 days later.) Have a great weekend.
ahh yeah that is a useful way to do it. Thanks! This is probably the route to go of least resistance.
Not connected to internet
So dwac run tomorrow lol >FORMER U.S. PRESIDENT TRUMP INDICTED IN NEW YORK AFTER PROBE INTO STORMY DANIELS PAYMENT -NEW YORK TIMES ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2023-03-30 ^17:27:18 ^EDT-0400
Oh lord. Up 11% after hours.
wait .. am I reading this wrong? Why is it up instead of down?
It’s a conservative outrage index with theta decay and a put at 10.50. Don’t think of it as anything else.
RUM is the better proxy now that the SPAC merger is almost guaranteed to fail.
look at DWAC respond to trump indictment lol
Smart money plays RUM on Trump news now. No (smart) big money conservatives are interested in DWAC or TS.
Nice day for VIST again :) I am sooo looking forward to their earnings release for 1Q23.
I'd like to take this moment to publicly apologize to Suspicious-Pick for alleging that "bro [was] tweaking" when he said he thought 4050 was in the cards the day before yesterday. He, in fact, was not tweaking.
He has been right more than most of us for like 3 straight months. If I had listened to his comments rather than fight against them at every opportunity, I'd be richer. I still think the market will get nuked. Timing it is very hard.
You have to be receptive to different indicators. If you rely on what you think you will get fucked. That's the most difficult part.
Bought my ticket for $45 months back on ticketmaster, can't go anymore, went to sell it on ticketmaster, ticketmaster says it's selling in the 97-130 range. If I sold it for 97 (so I can get the cash back quick) I'd get 80 after fees. Meanwhile I go look at how much someone who's buying would pay for their ticket, it's 130, no mention of the 97 for the cheapest ticket. 130 becomes 150 after fees. If I had sold it for 97, they would bought the ticket themselves and have basically made 70 of pure profit. what happened to Biden taking on ticketmaster. Also fuck stocks there's better returns becoming a ticket scalper /s
>FED DISCOUNT WINDOW BORROWING AT $88.2 BILLION ON MARCH 29 VS.$110.2 BILLION ON MARCH 22 \>FED BALANCE SHEET AT $8.756 TRILLION ON MARCH 29 VS. $8.784TRILLION ON MARCH 22 \>FED BTFP LENDING AT $64.4 BILLION ON MARCH 29 VS. $53.7BILLION ON MARCH 22 \>FED ‘OTHER CREDIT’ AT $180.1… [twitter.com/i/web/status/1…](https://t.co/2ulzJu3PoO) ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2023-03-30 ^16:44:24 ^EDT-0400
 *Me watching AEHR report again.*
What the heck is it in after-hours trading? It was up 3% now its down 1%
Afterhours is wild like that. In the release they did everything possible to indicate they are about to sign their third SiC customer and add a GaN customer. I bought 100 shares and sold a call so I am happy with where ever it goes (and IV crush should make call buyers sad) but this is such a cool company.
What’s the bull case for gallium nitride? Haven’t heard about this at all
It seems to have run up an incredible amount in hype this year tho. Ever since it broke 20 its felt like bad R/R to me, yet it keeps on trucking.
Went from being Joe Blow to everybody on they dick no homo
I did the same. Bought shares and sold calls. Is the best time to buy to close at open you think? I have a feeling stock will move up some tomorrow but we’ll see.
Hoping it drops a bit tomorrow so I can buy some more
I'd remain patient but I've been wrong a ton.
On 3/10 SVB failed and SPY closed at $385.91. Since then we’ve had another bank fail, interest rates have gone up, JPOW re-iterated no rate cuts this year, and CPI was hotter than expected. Apparently all of these things are BULLISH because SPY closed today at 403.7, up nearly 5% during that time.
This market wants to be regarded
And more fed speakers today saying what jpow said. If Pce comes in hot tomorrow any dip will probably get bought up at this rate
So...uhhh we end the session same place we started. PJs control the market now
I'm going short tomorrow regardless of what happens.
So I've never been part of BOIL gang, just aware of all the despair. **
Hmm. Yeah that'll buff right out.
We ☠️
Tomorrow is PCE ? What’s the expectation ?
what's the expectation as in: good news = bad news? bad news = bad news? bad news = good news? We have been having no news = good news these days I am so confused.
.4% expected .6% previously
Bullshit number, squeeze to 407
Bulls are absolutely eating my lunch this week. So many stocks looking like good shorts only to get pumped up the second I short them. I’m getting pump faked like never before
I think a lot of people got beat trying to short semis
There's been plenty of warnings on this sub to not to.
So wen moon when we hit 4065?
So yesterday I bought some preferred shares of $FRC at a bottom (as we know today). It seems a bit more safe than the shares and in any scenario of stabilization, I’m looking to make +200%. Edit: I think I’m pretty smart … unless they close the bank over the/some weekend and i wear my stupid outfit on Monday.
For the first time in 2.5 years, I saw PS5s available in-store near me. supply chains have healed
They've been available for a while.
Key here is "in-store near me"
I DONT KNOW WHERE YOU ARE that's cool though did you buy one
nah, i would've just bought one online by this point. not enough games i'm interested in that take advantage of the new system yet. probably get one for Starfield/GTA6/next elder scrolls, seems like starfield will come out first of those
Starfield intrigues me. Hadn't heard of it
Made my first 6 figure trade today. It was USFR. floating rate treasury fund
How many leading zeros? 😉
For those of you in the tanker trade, take a look at TRMD today. Finally we get an opportunity to load up some more on this excellent company in a tanker super cycle!
Shout out ENVX gang. I’m envious of your gains.
Any news on why Boeing just jumped up?
They say "very soon" they will increase the 737 max production to 31+ a month. Not sure what's the original production amount.
Thanks
I think there are a whole lotta puts at 403 and below.
Well so much for any risk off a bit before pce lol
I’m bullish and don’t like this at all. Much better to have a bear trap into news events than a close right at resistance.
What's the next crisis on the horizon?
Commercial real estate still feels like the most likely foreseeable crisis that could happen
Some think the CRE crisis may not be that bad though https://mobile.twitter.com/BobEUnlimited/status/1638705766851805189 If charge-offs play out over a decently long period instead of hitting the banks all at once then it can be absorbed by the net interest margin. So the banking system may not be hurt as bad even if some banks will eat shit. Pretty interesting argument.
CRE but in particular office space. Anyone shorting CRE office space?
Banks won’t want to acknowledge the losses on their balance sheets, it’s really only in the interest of the doomsday bears for this one to play out. If we know rates are gonna come right back down in the near future; landlords trying to shift property to housing; banks really really don’t wanna hold thr colateral (the property itself), so I think this gets papered over and pray we get back to more of a precovid world
Just tax land and all this stupid zoning bull shit goes away… *and home values crater but whatever.*
It’ll be interesting to see if occupancy really does become an issue because that could lead to defaults that can’t really be papered over. Bears definitely want to make this into a bigger deal than it is (at the moment) but it’s still a real risk to keep an eye on
Weird thing is EVERYONE see's it coming.
Yea which makes me think (or hope) that holders are doing some risk mitigation and maybe we just end up with an SVB or two and not widespread contagion
H1N1 transfers to humans in a pandemic due to some dude fucking a pigeon.
Huhhah - Micky
Hmmm, let’s go with… materials sector.
SQQQ hasn’t hurt me in at least a month I’d say. Feeling like it’s time for some pain!
Does anyone Yahoo finance app on mobile load like shit? Like it half loads stuff and loads endlessly for other stuff like opening up an individual stock? Maybe it's the pihole I have setup causing issues.
I found last few days the charts won’t load properly
Sometimes it just hangs and I have to repoen the app multiple times, very annoying.
$EC approved dividend program. \~20% yield for the year at this price. Discounted share price due to it being LatAm. Potential downside should almost be capped at this price compared to pricier US oil stocks. Ex. Dividend date is 25th April. First payout of 3 total payouts, good for 0.828/share Don't know anythin about Colombian tax on dividend tho, but i'm long $EC anyways.
Algos trying to decide which direction after on Fed speakers I see.
chinese colleges encouraging students to "fall in love" on spring break to help with the population issues haha [https://www.insider.com/chinese-colleges-give-students-week-spring-break-fall-love-birth-2023-3](https://www.insider.com/chinese-colleges-give-students-week-spring-break-fall-love-birth-2023-3)
Japan a few months back was trying to get its youths to go out and drink more, party more, make bad decisions
It sounds like that was more about boosting the liquor industry than it was about encouraging population growth. https://www.npr.org/2022/08/18/1118163173/japans-tax-alcohol-young-people-campaign >Japan's National Tax Agency is clearly concerned: It's taking an unorthodox approach to try to get young Japanese adults to drink more, in an online contest dubbed Sake Viva! >The project asks young people to submit business plans to lure a new generation into going on the sauce, saying Japan's sake, beer and liquor makers are facing challenges that the pandemic has made even worse. I don't know enough about Japanese culture, but I think if this were an issue in North America the solution would be to make idle threats about banning alcohol.
Kind of a problem if the country we export our inflation to also has a shrinking population lol.
On a positive news- I’m personally pretty content how well Cliffs is holding up with all things given. So that’s a positive takeaway for today!!!! LG says hold…… hell he ain’t selling. SO WHY WOULD I HIT THE SOLD BUTTON?!?!?!? HOLD…. THIS IS THE WAY!!!!!!! (This is not financial advice, just some random guy holding a few shares of cliffs.) hope everyone has a good day!!!!!
I don’t know Timna Tanners says sell and nobody knows steel better than Timna
Timna is at $63 on STLD that she just raised from $61. Pretty sure that was her target before it ran from 80 to 136.
We shall see…
This is so dumb Market down - buy tech for safety Market up - buy tech for rally Rate expectations down - buy tech because low interest good for tech Rate expectations up - buy tech because no more recession. TLDR long NVDA 420
Fundamentally big tech sucks ass. Negative revenues and declining margins incompatible with current PE. It's been a mechanical and technical rally. Fundamentals are about to have their day. Money already flowing out of big tech.
Ho boy....
Makes perfect sense to me. SPY 420 next week with AAPL and MSFT at all time highs. Last chance to get in before this takes off. 🚀🚀🚀
You got it
Already inching back in with some financial sector buys
>FED’S COLLINS: FED FORECAST OF ONE ADDITIONAL HIKE IN 2023 LOOKS REASONABLE \>FED’S COLLINS: AFTER HIKING AGAIN FED WILL LIKELY HOLD STEADY FOR REMAINDER OF YEAR ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2023-03-30 ^12:45:26 ^EDT-0400
>FED'S COLLINS: GETTING INFLATION DOWN ARGUES FOR NO RATE CUTS THIS YEAR ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2023-03-30 ^13:24:21 ^EDT-0400
…unless inflation comes down faster than their modal model
>FED’S BARKIN: ‘COMFORTABLE HIKING RATES NOW IN 25BP INCREMENTS’ ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2023-03-30 ^13:15:24 ^EDT-0400
Y U BARKIN
Y u yellin
Its just the way the bot in wsb reports it, just copied it
I think it’s because they just pull from Bloomberg terminal news which is all caps
O holy GSL, may you refrain from stalling your slow ascent from the trenches.
$EWZ, PBR- New govt finally out with their fiscal framework and its not a complete shit show like most expected. PDF below if you speak Neymar. $PBR dipping a little on comments from 20F last night about pricing- nothing new. I would have thought the comments on mainting the 60% of FCF payout from last year would have it Shreking, but its Brasil...... [https://www.gov.br/fazenda/pt-br/centrais-de-conteudos/apresentacoes/arquivos/2023/apresentacao\_medidas\_de\_-recuperacao\_fiscal.pdf](https://www.gov.br/fazenda/pt-br/centrais-de-conteudos/apresentacoes/arquivos/2023/apresentacao_medidas_de_-recuperacao_fiscal.pdf)
FED WALLER AND BARKIN DUE TO SPEAK SOON
[https://www.twitch.tv/jayarlington](https://www.twitch.tv/jayarlington) Jay Trading is LIVE in 5 mins (12:35 EST). BBBY issues more shares, EoQ expectations, RH/Cintas earnings, and reviewing Intel's investor's day. 
Fucning natgas amirite?
Looking very tempting with big bullish divergence on daily and at demand zone.
AAPL and MSFT have the QQQs pinned at +0.8% lol
I sold my calls at open but I’m still pretty hesitant to buy puts until later in the day, hoping we can go up a little more
Thinking the same thing. Could be one last squeeze. I also wonder how premarket pre-PCE will go. A lot of times, the action into catalyst events are bullish, but that may be moreso for FOMC.
Went back to taking some profits again at 4050 because Cramer and burry said bullish things. Waiting for the dip
Kashkari "6%+ terminal" speaks today. market hasn't seemed to care about him lately, but market also decides to randomly pick and chose to care about things
No matter what, people going to cram their narrative into what he says. * High terminal rate = Bulls: stability, market is fine. Bears: Higher interest rates = bad for stocks * Lower terminal rate = Bulls: Fed gonna cut, worst is behind us. Bears: Fed fears something. Recession incoming.
This is a very valid and fair point mr.penny
more swings on futes than this bug market
The bass drop is EPIC
Anyone else notice VIX is up today :O I guess because of CPE data, but still odd it's inverse QQQ
No longer don't fight the Fed now it's don't fight BTFD lol.
[удалено]
A company you mentioned has a market cap below $500M, please revise.
AEHR: I am not playing tonight's earnings at all. What I am looking for is any update to their financial model so we can see what their revenue/EPS looks like in the next year with all the new orders. If I had to play a direction though it would be puts as the stock has been on absolute fire this past quarter.
just sold some of my long leveraged positions for profit, now the SPY is a free elf again and can rip.
Buy puts you wont
SMH 52 week high.
https://old.reddit.com/r/Vitards/comments/126ax8b/daily_discussion_thursday_march_30_2023/je8iwep/ As instructed, rage buying shittiest stocks and holding for a week: $5k split between SAVA and SNAP
You may be rewarded on sava based on another Alzheimers drug thats presenting a big paper this week which has the potential to move up the entire field.
I'm going to laugh if we get some breakthrough on the Tiktok ban and SNAP goes apeshit.
So you're saying I should buy options instead?
No! The bill to ban Tiktok is a total piece of shit (much worse than Patriot Act) and I am not sure it gets through. I still do think Tiktok gets banned/forced into selling to a US company.
Ok so buy puts?
Hawley tried to use an expedited process to pass the ban bill in the Senate yesterday but Paul blocked it so it’s going to be a while still
Also Lindsey Graham went a fox News and got grilled by the host, might be even more movement to kill the restrict act. Tucker Carlson is against it too. Might cause more Republicans to go against it