Saturday, 28 October 2023

US just went in correction mode

 Stoks

  • Closed at 207.68 after hours from last week of 212.75.
  • Earnings for big tech were great but market couldn't understand GOOG with it dropping more than 12% after it released it earnings on Tues AH.
  • Cloud segment missed by 20m but market cap dropped approx 30B in the past 3 days which was ridiculous.
  • Acquired some of the shares via CSP, 400 @ 124.75.
  • TSLA continued its dump after earnings for the big tech, rolled 17 CSPs ranging from 200 to 207.5 to next week.
  • If assigned at 200 closing, will mean 1900 @ 204.41 by next week.
  • Sold CCs on TSLA at 235, will do the same for GOOG probably at 135 next week.
  • NVDA earnings will be in a few weeks, it will be the last before everything settles imo.
  • PF value fell by almost 30K due to rolling puts at a loss but oh well TSLA always give surprises.
  • BP news of buying SuperChargers at their gas stations would mean some additional revenues for Tesla which isn't too bad.
  • 30yr went above n under and above 5%, fed meeting is following week.
  • Consensus is no rate increase but shall see we will.
  • Bought another 19K worth of SSBs for TBL, this round of 3.32% was over subscribed but limit was still high at 47K.
  • Will probably redeem the lower 2.16 for next mth if rates are still above 3.
  • Got into some Areit/Fct/Dbs for TBL.




Down-ed approx 2.9K USD







403284.65 271664.91 90253.21 (1.3643) 







Converted all SGD to USD.

New holdings value included

Holdings





Life
  • Donated $10 to a Direct Hope, a low income youth fund, was quite a rush-ed process. 
  • Only saw thay he was a student from NYP and his license but benefit of doubt.
  • That amount wouldn't impact much, hope its going to the right cause. 
  • Why would there be a minimum donation amount ffs?
  • Tesla Con in 2 weeks, nothing else much...pkl

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