10.17Open10.17Pre Close0 Volume14 Open Interest42.50Strike Price0.00Turnover157.68%IV-2.95%PremiumOct 18, 2024Expiry Date11.77Intrinsic Value100Multiplier3DDays to Expiry0.00Extrinsic Value100Contract SizeAmericanOptions Type0.9502Delta0.0121Gamma4.53Leverage Ratio-0.1116Theta0.0039Rho4.31Eff Leverage0.0055Vega
Cisco Stock Discussion
$Cisco (CSCO.US)$
I conclude my Sept P/L sharing with this positive note.
Wishing everyone is fruitful Oct.
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In terms of market cap, the Mag 7 represents over 30% of the U.S. market, which is significantly more than the 19% held by the seven leading tech stocks in the 2000s.
$Microsoft (MSFT.US)$ $Apple (AAPL.US)$ $NVIDIA (NVDA.US)$ $Amazon (AMZN.US)$ $Alphabet-C (GOOG.US)$ $Alphabet-A (GOOGL.US)$ $Meta Platforms (META.US)$ $Tesla (TSLA.US)$ $Cisco (CSCO.US)$ $Intel (INTC.US)$ $Oracle (ORCL.US)$ $IBM Corp (IBM.US)$ $AMERICAN NORTEL COMMUNICATIONS INC (ARTM.US)$
Lot to catch up and learn. 🫠
#weemorning #shareyourprofitloss
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Energy is a legitimate bottleneck to the data center buildout, and hyperscalers/developers are aggressively acquiring real estate with power availability.
The cloud companies are at a ~$20B run rate, with Microsoft generating ~$5B of tha...
1. Technology Sector
The technology sector remains under pressure, particularly afte...
1. During the internet infrastructure buildout, $Cisco (CSCO.US)$ revs increased ~15.5x over 6 years from the end of 1994, when Netscape Navigator (the first mass internet browser) was introduced, to its peak and Cisco’s stock rose ~4000%.
2. $NVIDIA (NVDA.US)$ , since the end of 2022 when OpenAI’s ChatGPT was introduced, has seen revenues go up “only” 5x over the past 7 quarters through today’s results with the stock up “only” 7...
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