I really like your substack. Great info. I really appreciate the transparency with your trading. So why long ALAB? Or is it just a trade? Why not long MRVL or just waiting on an entry? Seems long term you are saying MRVL has an advantage.
Just wondering if Broadcom is really not yet working on a competing PCIE -7 Switch, or just keeping it under wraps? That kind of switch is close to what they probably consider their home turf.
Posting this again as you might not have seen it in the earlier article -
I'm curious, what are your thoughts on Broadcom now. You seem to have sold a bunch of it. Was just because of the relative prospects and needing to sell something to avoid margin?
BTW there is a less risky (if more expensive) way to get margin. If you own a house with enough equity, you can use a HELOC which is non-callable once you tap it. No worries about margin calls at all. Although I would still recommend having a spouse who doesn't work in the same industry just so you can keep paying if everything goes to sh*t. Or you could use the HELOC as a backup to your margin in such situations since you can access the funds reasonably quickly.
Or some combination of the above. But that might increase your risk. In a bad situation if house prices drop a lot and the bank thinks your job might be at risk, they could in theory prevent you from accessing the HELOC. In the Bay Area, I would also recommend having at least a 40% equity based on the historical worst-case drop during GFC.
Just to be clear, I'm not a financial advisor so please do your own research before going this route.
When do you think they adopt PCIe7 ?
Love the cover
I really like your substack. Great info. I really appreciate the transparency with your trading. So why long ALAB? Or is it just a trade? Why not long MRVL or just waiting on an entry? Seems long term you are saying MRVL has an advantage.
Not trying to be critical, just genuinely curious.
Just wondering if Broadcom is really not yet working on a competing PCIE -7 Switch, or just keeping it under wraps? That kind of switch is close to what they probably consider their home turf.
Posting this again as you might not have seen it in the earlier article -
I'm curious, what are your thoughts on Broadcom now. You seem to have sold a bunch of it. Was just because of the relative prospects and needing to sell something to avoid margin?
BTW there is a less risky (if more expensive) way to get margin. If you own a house with enough equity, you can use a HELOC which is non-callable once you tap it. No worries about margin calls at all. Although I would still recommend having a spouse who doesn't work in the same industry just so you can keep paying if everything goes to sh*t. Or you could use the HELOC as a backup to your margin in such situations since you can access the funds reasonably quickly.
Or some combination of the above. But that might increase your risk. In a bad situation if house prices drop a lot and the bank thinks your job might be at risk, they could in theory prevent you from accessing the HELOC. In the Bay Area, I would also recommend having at least a 40% equity based on the historical worst-case drop during GFC.
Just to be clear, I'm not a financial advisor so please do your own research before going this route.