TSLA
Tesla
-- 424.770 NVDA
NVIDIA
-- 139.310 PLTR
Palantir
-- 72.510 SMCI
Super Micro Computer
-- 38.290 RGTI
Rigetti Computing
-- 7.3800 
What bond market says: somewhat dangerous
$Spirit Airlines (SAVE.US)$ maturing April 1 bond is fine, currently 98. Actually attractive if you can buy below 99. Other secured bond are fine.
maturity 05/15/2025 is 72. Notional is 175M. It is convertible bond so cannot protect again chapter 11 robbery. That prices 20% to 30% chance of default. 05/15/2026 is 47. Notional is 500M. Cannot find its term, looks not convertible. (if not much risk should be 80). Need to prepare cash 2X equity cost to buy bond, in case they do chapter 11. or wait to buy new SAVE after they finish chapter 11.
Wall street try to tear up SAVE so they can buy really cheap. Shorting heavily so SAVE cannot finance via equity easily. On the other hand, there are still a lot of money on street, financing is just matter of price (actually Save has way more than enough cash to pay debt, but they will face limited liquidity thereafter)
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CFA, FRM, P-Quant。然而自己投资并不量化…个人投资观点，不代表供职的银行或客户（反正我看不到）。不提供投资建议。
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QMengColdJoke OP : So, Pratt & Whitney will give us 1.5 to 2 dollar per share (credit to deduct maintenance cost?) Thank you RTX, enough to pay back 05/15/2025 US848577AA03. Huge relief!!!
Justin Brewer QMengColdJoke OP : Yes!
QMengColdJoke OP : little change to price