BoxLongs
@BoxLongs
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Asymmetric Stocks. Not Financial Advice.
Joined December 2020
Gemini is ripping. going to have unexpected consequences --> $CMRC (Feedonomics+Gemini)
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$RGTI i cant think of another company that showered the tape with equity and missed a 40x move and a 4x move within 12 months. wild. sold $350M at $11.55 and $27M at $1.42. they should raise as much capital as they can, or take the inflated equity and buy something real.
Old enough to remember $RGTI pounding the tape at $1.15 a share using ATM - hilarious they cant even deploy the capital they have been gifted (intelligently). I liked it under a buck too!
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$RGTI love these charts. pure fantasy.... (Note Years represent calendar year end. Prepared on the basis of certain technical, market, competitive and other assumptions to be subsequently described in further detail, and which may not be satisfied. As a result, these projections
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$rgti "roadmap planned before AI explosion" $1 trillion market according to chad rigetti- but it wont go to the company that bears his name.
sygaldry.com
Sygaldry builds quantum-accelerated AI servers to exponentially speed up AI training and inference, cutting compute costs and improving energy efficiency
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$rgti love that chad rigetti competing in the space. who will interview him first on what has transpired. feel bad he missed the 40x move in $rgti after he bailed.
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$adbe almost back to the Figma deal blow up price, well. not quite. $280... was a big entry point. seems like forever ago...
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$CMRC Morgan Stanley should be upgrading to Buy all else equal +44% to $7 PT, this is the set up everywhere on the street. even with bombed out multiple assumptions the equity now screens as very compelling. very low inputs to get $7-11 range, next stop IMO. $cmrc is beating MS #
$CMRC we are v close to $50-100M in free cash flow being in view. If mgmt gives a mid term FCF walk i think we could see significant re rate. 50-100% upside if the $100M becomes the target.
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$RBLX is going to get so much larger as a platform. 1B users. $100-200-300B in EV incoming. buy the dips.
Our Text-to-Speech API is fully released, enabling rapid creation of voice-enabled experiences. Higher rate limits mean more capacity, and new observability dashboards enable faster troubleshooting and informed decision making for creators. #RobloxDev
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$CMRC Michaela Weber taking over sales - given her experience at Worldpay $WP deeper push into payments
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for every bubble stock out there - another is left for dead. there is $1 Trillion of market cap that needs to flow back to other areas of software. lots of real assets that are quietly waiting to resume the march higher
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$RGTI $IONQ I'm gonna explain it to people that don't understand option flow: traders are buying calls in mass and short puts, so market makers are short delta and have to buy shares to hedge their exposure. $RGTI isn't really bought because people think it's a leader in
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As we are preparing for the inevitable debacle on the used car auto loan securitization loan market to happen, given the fallout from Tricolor and First Brands bankruptcies - I'd like to reiterate SELL rating with a $37 price target on Carvana $CVNA.
To be valued in line with other car sellers, $CVNA should be $37 (-89% correction from current price of $352). - Average P/E of other car resellers = 13.05 - Carvana's P/E = 123.45 - Carvana is trading at 9.45x premium. - Divide Carvana's current stock price of $352 by 9.45 =
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