Sanrith Descartes
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Investing General Discussion
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They currently have a product with effectively unlimited demand. How many GPUs do you think x.ai is going to need?
Sanrith Descartes
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Doing the wrong thing in the market can be painful as well all know, but sometimes doing the right thing can be painful in a different way. I'm hoping to close on my new house build next month and I took profits and went to cash with a goodly chunk of my portfolio just "in case" my existing home sale were to get delayed/fall apart so I could use it to buy the new place (it's a cash purchase).
Watching my cash sit on the sidelines the last month or more has been annoying to say the least. I know not being invested with cash you might need short term is the right move, but man it sucks balls. End of my sob story.
Watching my cash sit on the sidelines the last month or more has been annoying to say the least. I know not being invested with cash you might need short term is the right move, but man it sucks balls. End of my sob story.
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Sanrith Descartes
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Sanrith Descartes
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Sanrith Descartes
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ShakyJake
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Kithani
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ShakyJake
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NVDA is an incredible shorting opportunity. But I have no clue how to time it. I know what's going to happen: it will drop like a rock with no pause all the way back down. Trying to grab a PUT during that will be nigh impossible since premiums will skyrocket.
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Big Phoenix
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Sanrith Descartes
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Sanrith Descartes
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So the gubmint is calling up 3k reservists and sending them to Europe. One would think markets might be a little rattled by this. In reality, I expect markets to open limit up on the news.
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sleevedraw
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My company does delegated utilization management operations for them on certain lines of business.
One big wildcard in their near future: they are going to be radically decreasing the amount of UM they are doing going forward and will be instituting a "gold card" program for providers (basically they monitor claims data from providers, and if it looks like that provider is prudent with requests and has good outcomes, UHC exempts them from UM/prior authorization requirements unless the data starts turning negative.)
On one hand, loosening the UM screws means they may need to pay out more to providers and patients. On the other, it also means that they can spend less on staffing and delegation for UM. Bad news for me, I guess.
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ShakyJake
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Jysin
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Where is the cash parked? Fidelity cash sweep pays ~4.7%. That’s reassuring for me, at least, where I’ve taken some risk off the table in equities.
Sanrith Descartes
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It's in my Fidelity account so yeah I am grabbing that interest but it's only a small consolation.
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Sanrith Descartes
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Oh, I remember. Like I said, I wasn't being salty about it, it was just the first name I thought of where we are jumped on the boat.@BlazinSanrith Descartes
The forum MTTR drama was simply being late to the party is all.
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Sanrith Descartes
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UnitedHealth Non-GAAP EPS of $6.14 beats by $0.16, revenue of $92.9B beats by $1.94B
UnitedHealth press release (UNH): Q2 Non-GAAP EPS of $6.14 beats by $0.16.Revenue of $92.9B (+15.6% Y/Y) beats by $1.94B.The second quarter 2023 operating cost ratio of 14.9%...
seekingalpha.com
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