Regretting options plays since '19
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Prosight Global Inc

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It’s better for white collar jobs. If you’re any of the following professions your life will be significantly better in the US than any other country: Accountant, engineer(the 15 different types), nurse, lawyer, management consultant, tech consultant, doctor, anything in tech, literally anything in finance, anything in data etc. The US economy is built off the back of the white collar worker so of course its medical system will be excellent for those workers. A McDonald’s cashier obviously won’t have those benefits but it’s not only the “rich” or elites who greatly benefit from the US system. Young people who use the hospital WAY less benefit economically more from no universal healthcare. You go to any hospital and it’s squarely just geriatrics pretty much. But universal healthcare is pretty much taking from the young and giving to the old. The US private healthcare system avoids it. As you’ve mentioned though it’s way more stressful. If I am a young person who doesn’t have family that are solidly middle class and I get injured for example, my life becomes hell. But for the average young person, economically they’re better off. For the average white collar worker they have ludicrously better healthcare. Basically my point is universal healthcare has its cons too as I’ve seen in public Canadian and English hospitals compared to American ones. It’s just whether those cons are worth it for the pros of less stress.
Fantastic trade. I understand your logic and it is solid. But, think of this, what is the down side to taking some off the table? Like 20-25%. You still have meaningful upside and yet have shielded yourself from a general market sell off that may have nothing to do with google. When investors, retail and pros, go to sell they sell everything and tend to sell winners. That is reverse logic but they do it anyway. Good luck !
That's a great question, and the fact that you're asking it means you're thinking like the pros.
Also that article is clearly written by AI, and the pros in the “defense” section you mentioned don’t even touch on reduced sound. I’m almost leaning towards this being your shitty substack article that you’re trying to peddle.
Yes, I try to be fair and layout the pros and cons so people can make informed decisions. Here is a coupon code to refund 5 minute of your life: 8====D~~~
Do you have any stock discussion groups where we can discuss the pros and cons of different stocks?
why do people even mess with options? it is so easy to lose money. there is this fantasy about fast money but in reality 90% of people lose to the pros that know exactly what they are doing.
"Intel is ahead of TSMC" is a ridiculous claim. Intel's "1.8nm" chip is just marketing and realistically between TSMCs N2 and N3 in performance. Most importantly, Intel have not proven their yield can match TSMC. Disclaimer: I DO have financial interest in Intel but I am in it as a hedge against geopolitical risks, confidence that Lip BuTan understands the foundry business, and the likely turnaround as a result of the US, Nvidia and Softbanks investment; not because I think Intel can catch up to TSMC or AMD. I think all three have their pros and cons, and Intel can still retain significant market share.
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