2.35Open2.15Pre Close30 Volume30 Open Interest7.50Strike Price7.05KTurnover102.15%IV2.71%PremiumMay 16, 2025Expiry Date2.09Intrinsic Value100Multiplier10DDays to Expiry0.26Extrinsic Value100Contract SizeAmericanOptions Type0.9345Delta0.0766Gamma4.46Leverage Ratio-0.0106Theta0.0020Rho4.17Eff Leverage0.0021Vega
Liberty Global-A Stock Discussion
The global 5G FWA revenue in 2022 will be 515 million yuan. By comparison, revenue will surge 385% in 2023.
$Tesla (TSLA.US)$ $Apple (AAPL.US)$ $AMC Entertainment (AMC.US)$ $NVIDIA (NVDA.US)$ $Meta Platforms (META.US)$ $Microsoft (MSFT.US)$ $NIO Inc (NIO.US)$ $Netflix (NFLX.US)$ $Liberty Global-A (LBTYA.US)$ $Liberty Global-B (LBTYB.US)$
Baupost Group increased Alphabet and Fidelity National Information Services while dropping Meta Platforms, Micron Technology, and Amazon.com.
The portfolio continues to be heavily concentrated with the top three positions accounting for ~40% of the 13F portfolio.
New Stakes:
$Skyworks Solutions (SWKS.US)$ and $Jazz Pharmaceuticals (JAZZ.US)$
Stake Disposals:
$Meta Platforms (META.US)$