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You often do have specialized knowledge. Possible past examples: 1. Buying puts before the coming stock market crash back in January 2020. 2. Buying calls in
by CheezeIt 5y ago
You often do have specialized knowledge. Possible past examples:
1. Buying puts before the coming stock market crash back in January 2020.
2. Buying calls in WDC and STX after reading on HN about Chia Coin and hard drive prices, in early May, if you weren’t already aware in April. It was not a sure thing because prices move for other reasons, but a very very positive EV, and a great diversification of a crypto position.
- hakfoo 5y agoI've rode a few hundred dollars investment in AMD for over a decade, and it would now buy a servicable used car. The primary logic was "they're too important from a regulation perspective to fail." Even at the worst days of buggy original-stepping Phenoms and sort-of-eight-core Bulldozer chips, the day AMD shuts down is the day every anti-trust regulator in the universe comes tumbling down on Intel. I suspect it's still a viable theory even today; I can't really imagine Intel being willing to argue in court that the real competition for the future of desktop and bigger computing is things like RISC-V and ARM parts, products they have a history of not competing with effectively.