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@Michaelrose102
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Everything comes and goes, may as well trade some paper while we’re at it… Anything about stocks is not advice
New York, NY
Joined September 2019
$dbrg A tad weird -“A deal could be announced today”…”but final agreement still not reached…” Sounds to me like this is going to happen and maybe some last minute drama / twisting of the arm. I bid some (and got filled) in OVT trading @blondesnmoney @WaterworldCapi1
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$cwan I added to my position. Run at a higher gross than usual and take the 2% in a month + the free call option of a higher bid for another 10%. Free money @blondesnmoney
There is disappointment in the announced $CWAN price, and the go-shop has given people hope that another buyer will come forwards. Starboard leaking their position prior to the announcement was a signal that price would be disappointing or deal announcement for this year was in
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$cwan and… warburg and pelmira deal at $24.55 with a go-shop period! https://t.co/06NisCBpbM
@ACapitalLP $cwan m&a? Reuters reported Thomas Bravo made an offer already and this is after warburg and permira reported interest
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$Avr Two recent KOL calls on slingshot Early data but strong signs that they have a BIC valve and can take share quickly in small annuli pts. May share more - but think it should be MIN 750m ev and is mispriced due to catalyst duration and small cap visibility @Sanctuary_Bio
$AVR Pretty asymmetric set up - albeit with a decent time horizon. ADAR1 involved as well. I picked up shares @Se19edy @A_May_MD @EricTheUmpire
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At first glance seems like a pretty solid buisness update from $wlac - perhaps unfortunate timing with comps getting whacked.. You can run the numbers (have Chatgpt do it for you) - even assuming this is just a pull forward in deployment vs purely additive FY numbers go up.
Yesterday, Boost Run announced a series of commercial agreements as it prepares to merge with Willow Lane Acquisition Corp. (Nasdaq: $WLAC). → $127M contract with @fluidstack → Next-gen GPU supply orders with @DellTech → Expanded data center partnership → Financing
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Stay out of the AI trade at your own risk…
Also, we have a few little Christmas presents for you next week!
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$sats now at $97
I picked up some (a lot of) $sats - very interesting special situation / SpaceX proxy. Looking for mid 90’s as new floor
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at $90 in overnight trading. Considering Elon’s comments - recent valuation more murky as unclear how much a secondary really matters (is it big enough?..))
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I picked up some (a lot of) $sats - very interesting special situation / SpaceX proxy. Looking for mid 90’s as new floor
$SATS SpaceX raising capital at $800B valuation, doubling the valuation 6 months ago. DAAAAMN! SATS now trading at $85...still a 30% discount to the new NAV. What's the NPV math on Mars? How do we value the eventual declaration of independence by Mars?
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$snps https://t.co/TxdMBPxbYY
$snps Kind of underwhelming reaction today on $nvda investment - interesting set up for sure. Hasn’t recovered much of the last earnings drop - they report on the 10th next week
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$snps Kind of underwhelming reaction today on $nvda investment - interesting set up for sure. Hasn’t recovered much of the last earnings drop - they report on the 10th next week
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I should’ve made a lot more money on this than I did…this may have been the exact bottom. Gone from $120 to $270 - power remains a bottleneck - domestic supplier a moat yada yada @ContrarianCurse $fslr
Prob missing something with $FSLR should be a big china tariff benificarary - Does market just think Trump is going to rip up IRA? - I wouldn’t put it pass him - but generally lean that he’s somewhat pro solar + it’s maybe (dangerous words) priced in here? @WaterworldCapi1
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Another day where we get sell off action (in the a.m) - while MT fundamentals continue to improve. Showed to be another buying opportunity. However selection will only get more and more important
@ContrarianCurse Bernstein with a good take that in a case of rising competition to NVDA some of the value should accrue upstream to HBM and WFE suppliers… Interesting to see all names down on this - this is prob fundamentally good for the rest of AI infra
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And today Claude code looking 👌. Ai spend framing is intact. I don’t know how the names trade over next few days / weeks - but continue to believe we got more to go once the dust settles. And last week’s buys were fantastic.
best corrections are post fundamental good data. This is a valuation and market breather - Gemini confirmed scaling laws are still active and spend will continue. IMO this is a healthy correction. I have a lot of cash for first time in a while & looking to buy at some point
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If $wix is so cheap (it’s been destroyed since earnings) - maybe the Wix team should put some money behind their consistent bull posting and buy some stock sub 10x fcf…
I post about $WIX one time and my entire feed is now half investors (and the Chairman lol) complaining that the price action makes no sense and half talking about how garbage of a product Wix is
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best corrections are post fundamental good data. This is a valuation and market breather - Gemini confirmed scaling laws are still active and spend will continue. IMO this is a healthy correction. I have a lot of cash for first time in a while & looking to buy at some point
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Shorts get wrecked… $goog $crwv
Introducing Gemini 3 Pro, the world's most intelligent model that can help you being anything to life. It is state of the art across most benchmarks, but really comes to life across our products (AI Studio, the Gemini API, Gemini App, etc) 🤯
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Everyone wants perfect prices - but I think if Gemini hits as speculated here- the AI buyers will be back. Bought some orcl crwv (already long goog) Think the market was / is due for a pullback - but ppl jumped too quick.
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Seems like a decent opportunity here on this AI sell-off going into Gemini 3 release. Which has early indications and signs that it will be a banger… If it shows big improvement - spend only going up
any leap in AI performance for one of the big players ( like we may be seeing with Gemini 3) is a positive for $NVDA and the rest of the AI infra plays as it forces the others to keep spending to leapfrog the gains
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