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几度山伯爵 Private ID: 70225902
前国企券商总经理,证期双重分析师,SEC特聘中国市场衍生品交易讲座讲师,CFA,现居纽约,运营自己的对冲基金,欢迎惠顾。
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    $Intel (INTC.US)$ Here, Intel's shareholders, if you receive the board voting notice sent by Intel, remember to vote all against. Even if some people can stay, they should still be voted no, because we hope at the shareholder meeting on May 5th.
    Initiate a board reorganization!
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    几度山伯爵 commented on
    $IonQ Inc (IONQ.US)$A red turning point appeared today, it may be better to wait a bit longer to build a short-term position. If the price can reach the previous low of 18.88 in the next few days, that would be great. If it doesn't reach that, then enter if the price stabilizes at this position this week!
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    几度山伯爵 commented on
    $Intel (INTC.US)$The three directors who resigned today are just the beginning. A prominent chip giant company can no longer let demographic professors and similar figures dominate the board. The current directors not only need to resign, but the entire board must also be reduced in size! Operating with a lean approach, making quick decisions, changing corporate culture, and reshaping a competitive edge is what Intel needs to do. Shareholders must occupy a seat on the board. In the future, Intel's stock price will be the ultimate truth!
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    几度山伯爵 commented on
    $NVIDIA (NVDA.US)$Starting to build positions: selling 60 contracts of the 250328 112 yuan put at a hanging price of 1.18, currently 20 contracts have been completed, let's see if I can exercise on Friday to obtain the underlying stock...
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    $Micron Technology (MU.US)$ Can it be possible to let me buy in again at 88.88 and sell at 101.88? This year has already seen three waves, this Stocks is truly the king of fluctuations...
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    $IonQ Inc (IONQ.US)$ Never perceive quantum with conventional thinking. The next target is 40! 🚀🚀
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    几度山伯爵 commented on
    $Intel (INTC.US)$  @几度山伯爵 What does the big shot think about the CEO saying that the manufacturing business will not be split up?
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    $Intel (INTC.US)$ A reply to a mooer: $Intel (INTC.US)$@Countless Mountain Count how do you view the CEO's statement that the manufacturing business will not be spun off.
    This is not the final result! This statement was made by Chen Liwu during his communication with employees on Friday, and it was not made at the board meeting, and he would not dare to do so at the shareholders' meeting. He also does not have the authority to make such a decision alone. The reason he made this statement is largely to appease employees and management; it is a kind of posture. It should be noted that his statement comes after being pressured by many major shareholders recently. Institutional shareholders (including our Fund) are currently pushing for a shareholders' meeting to exert pressure to reorganize the board! The dignified Intel board has long been dominated by nerds and government officials! We want entrepreneurs, investors, and chip scientists to join the board! At the shareholders' meeting, there will be a result of negotiations. If a spin-off occurs, it will be beneficial for shareholders, for Intel, for Foundry, for American manufacturing, and for almost everyone. Not spinning off is only beneficial to one type of person, which is the Intel senior management represented by the CEO, whose financial power will not decrease, and they can still control more administrative power and manage larger capital investments, although this investment is still a terrifying financial black hole at present...
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    $NVIDIA (NVDA.US)$ Last Friday, it was recommended to everyone to establish a position and go long on NVDA with a 2x leverage ETF, NVDL. How many friends followed this?
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    $NVIDIA (NVDA.US)$If there is still confidence in NVIDIA, this low-volume consolidation market is a good opportunity to build a position in the 2x leveraged ETF for NVDA; the boring consolidation is risk-free, and sudden gains will be magnified.
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