lnofeisone

I think AI will push devs to be more hybrid business/mission + dev. I use AI today and can get so much more coding and coding review done than I have in the past. I can now spend so much more time focusing on dealing with client and understanding what they actually need which, to your point, may not be how they are describing it.

While I love office space and the humor it has, I've been in so many situations where the client doesn't know what they want and the engineers have no clue what was asked and just coded whatever and we were all in the same room. This meme exists for a reason:

I don't agree with this take at all. A lot of white-collar jobs are relationship-based and require that relationship. AI isn't a substitute for that. And I'll still take all the IT jigglers when I have 2AM production issue over AI. That's just a fact of life.

A lot of advances are now being made using hybrid of chatgpt, gemini, whatever + org's native data. The Technical term for this is retrieval augmented generation (RAG). Knowledge graphs are making a very strong come back. I have a few clients who have seen an enormous ROI using this approach in solving problems that were very difficult/expensive in the past.

BAH is very good at competing in the lowest cost technically acceptable (LPTA) types of contracts. CACI has made efforts to invest into its capabilities (agile software factory) so they can show a bit of innovation at competitive costs. I personally would stay away from these names for the next few months. There is a massive shift to push work to small businesses and the entire gov't contracting sector is realigning right now. You can see it by looking at which vehicles are being used for procurements. All the biggies are now hitting up small businesses to build up a rolodex. CACI is no exception.

I agree here. Sold some puts here. If it goes down another 20% i'll load up on LEAPs.

CNC primarily focuses on gov't sponsored healthcare. Their margins are leaner but they know how to operate in this space to get bonuses which is something that all other insurance companies are suing HHS for (CNC is also suing but they didn't get dinged as hard). They are projected to grow top and bottom lines. I don't think the current administration will do anything terribly wild to impact Medicaid/Medicare/Tricare.

Some HUM, ELV, and ERIE.

I added to JOE and CNC and sold some MSGE puts.

This is definitely a pathway this can play out and it'll start hurting bottom lines. I think that will be the time to enter or maybe a bit closer to 2029.

I'm waiting for some sort of turbulent event, like a BK or the winding down of an ETF.

I unloaded HIFS today and rotated into CPNG.

Sold HSY. Lost patience.

The stock trades very stupidly. Sells off good on earnings and then takes time to recover in time for next earnings. For the past few months, I've been selling puts and buying calls monthly. I also have a core position here too and don't mind if I get shares put on me.

sold CPNG puts and bought CPNG calls.

Polymarket platform worked well. I had 4 bets going. I closed 1 around 10pm and moved money out without any issues. Waiting on the remaining bets to close out with UMA algo to see how that will play out.

AP, Fox, and NBC have to call the race to this contract to materialize. Statements like "leading the race" or "likely to win" is not the same as "call the race." So it doesn't make sense for this to be the reason for the odds.

I'll be the tester. I bet on Kamala on Polymarket. 2 decent bottles worth of wine that might turn into 6 just in time for Thanksgiving and New Year's. No other poll is showing her this off. This might also motivate her base to come out and vote. The r/r is there. I'll let you all know if Polymarket fails on their smart contract end of the deal.

This is so mighty impressive. Now is probably the time to take SpaceX public.

nice trade. already worked out

Glad it was helpful /EBAY. It certainly helps when stock price and timing cooperate. As far as CELH, if they tank on earnings, you are giving up the $1 of protection for a chance to make $3 if they don't tank earnings. Your call if that's a risk you can tolerate.

They are reporting around 11/5 so you have a lot of vol priced in. I'd consider selling Nov 15 or Nov 22 $35s as these will get vol crushed on earnings. You are giving up around $1 on the downside upfront, but you'll probably be able to recover $3 or so in premium if you get the opportunity to roll in December and January if the stock stays flat or runs higher.

Super clear and helpful. I'll re-read this case this weekend. Been a hot minute since I looked at it.

Interesting. I haven't heard this interpretation of this case. I always thought of the Bank || Federal Reserve relationship as similar to how I am a shareholder in Greenbay Packers. Great certificate, but absolutely no say in that team's operations.

This is why this article is so inconsistent. Say member banks own the "equity" in their district Federal Reserve, and yes, they have to provide 6% (3 in reality) of their stock + surplus, but that's independent of the Federal Reserve's balance sheet and income. Losses or steep income declines have no impact on Federal Reserve shareholders. This is a long way of saying that I still don't understand the purpose of this article other than informational, "Look how cool this is!"