Autism Squared
@Autism_Squared
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Spewing my dumb neurodivergent monkey brain thoughts into the ether. Follow me if you find my rambling interesting.
Joined January 2019
Well filings in the last 48 hours has been interesting. UMB files a response to the reconsideration, not surprising. However, the new filings for appearing suggests that UMB has hired Dunn Issacson Rhe for their side. Bill Issacson - ligagator of the year, hasn't lost a
Update on my $CELGRT position: rights are moving up in value and I have expanded my position to 572K shares with a cost basis around $0.05/share. Discovery has been filed on Monday with $BMY introducing a new DLA Piper lawyer, along with a motion to reconsider yesterday from
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Here a link to why I went into this position, if you're interested:
I've posted about $CELGRT / $BMY-RT before, but let me expand on why I am aggressively buying it. I see the market mispricing these rights horribly given the recent developments in the UMB v. Bristol Myers lawsuit. Disclaimer: I am long 511K shares and adding. Naturally, I am
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Update on my $CELGRT position: rights are moving up in value and I have expanded my position to 572K shares with a cost basis around $0.05/share. Discovery has been filed on Monday with $BMY introducing a new DLA Piper lawyer, along with a motion to reconsider yesterday from
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I love to see $GME increasing in the social score. They are getting hyped up, just to have their hopes dashed...again 🤣
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As much as Sandisk ( $SNDK) should run with the expansion of margin and profitability, this is way over done. This is likely to see a blow off the top and a settling down around $180-200 until they can prove that they can maintain this level of profitability for a longer time
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Fuck, now I have to buy $PLTR shares 😏
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Discord has confidentially filed for an initial public offering. I can only assume if you file confidentially, your balance sheet is hot garbage and this one certainly won't be an exception.
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People don't post enough mild losses. While this isn't bad since it is just 1 contract and it is covered, still stings to know you got this one wrong lol $DIA
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$ZETA is an interesting ticker. Alot of promise, it is undervalued but given its tie in with OpenAI now, it will pull back when AI pulls back this year. Alot of other people go into what it does, lets look at numbers instead: Quick numbers: Equity Value: ~$6.32 Billion
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$INTC 2025's Make a wish foundation recipient found new life and actually came to CES with more than just cocaine and pipe dreams; they came with actual 18A product! To think, we thought you were terminal at one point 😏
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$TTD learned today that yes, in fact, it can move up. This came as a shock to millions and even Jeff Green their CEO was like "It can do that!? Fuck, why havn't we been doing this before people!?" Up over 6% today
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$VSNT Versant spun off of Comcast to a find that it wasn't on a cliff, it was over the cliff. Ending the down 13% but most of that occurring in the first hour of trading $CMCSA
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$TLT $TMF Long duration bonds doing what they do best this morning, not giving a fuck. It will be interesting to see what they do when the Regime Change World Tour™ kicks off in Iran 😁
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$GLD and $SLV are up overnight but I don't expect this to last. However, I do expect after one of the next few solid dips, it will start the next mania phase where Gold reaches over 5.5K and Silver hits almost 140. When will this occur? If I knew, I would be a billionaire
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Good to see $CVX has cooled off from the +10% to +6%. There is more running to do be done before oil takes a dive but even then, this is one of the safer names to be in! I put a high level article as to why pinned in my profile :)
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$CMCSA spin of $VSNT is happening today. This should be a net positive to $CMCSA to get rid of these assets and get cash from $VSNT. These shares should be moving higher over the next few months with this spinoff completed 😀
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Trump is going after India with tariffs for their purchases Russian oil, made a play at Venezuela and now potentially Iran. The tariffs could put pressure on Russia's economy but China won't buy more without risking sanctions. What do all 3 have in common?
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Trump is on Air Force One acting like countries are Pokémon's he needs to collect. Columbia, Greenland, Mexico, Cuba and Iran are all on the table. Gotta collect them all 😏
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