ms_ny
@ms_ny_trader
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ex hedge funder and ecm banker. business owner, mentor, and teacher.
NY
Joined December 2021
Pls RT to get the attention of @Support re @TedHZhang It’s been almost three weeks now.
@Support @TedHZhang Account has been hacked.
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Since about 10 runs are often equated to one additional win for a team, that difference can be worth a couple of extra wins in the standings.
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Over a typical full season of about 600 plate appearances, that increase of roughly .200 OPS could translate into something on the order of an extra 20–30 runs produced (very rough estimate).
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To put it in perspective, going from a .979 OPS to a 1.175 OPS is moving from “elite hitter” territory into “historically dominant hitter” territory.
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Generally, every significant jump in OPS suggests more times on base and more extra-base hits, both of which lead to more runs created over the course of the year.
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OPS (On-base Plus Slugging) is a measure that combines how often a player gets on base (OBP) with how effectively they hit for power (SLG). While it’s not a perfect one-to-one translation into runs, OPS does correlate strongly with scoring potential.
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From ChatGPT: A difference of nearly 200 points in OPS is substantial and can have a meaningful impact on a player’s overall run contribution during a full season.
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$GEV GE Vernova’s small modular reactor, BWRX-300, could play a role in developing more nuclear power over the next decade. The General Electric spinoff is targeting more than $2 billion in annual revenue from its small reactor business by the mid-2030s. https://t.co/14s4o73ZjI
cnbc.com
GE Vernova plans to roll out small modular reactors aimed at slashing exorbitant costs associated with building traditional nuclear plants.
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$GEV 3 weeks tight going into Dec 10th Investor Day. Analysts expecting a guide up in margins driven by "sold out" gas power turbines demand due to a rapid surge in data center growth. https://t.co/biGi0LTYZ9
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$GEV ECP founder and senior partner Doug Kimmelman told the WSJ that one of the big "bottlenecks" in AI development is electricity availability, adding that natural gas will be "at the forefront" of energy generation https://t.co/fNmFvF45KB
breakingthenews.net
KKR & Co. Inc. and Energy Capital Partners Management LP (ECP) said they will invest $50 billion in data centers and energy-generating projects needed for the development of artificial intelligenc...
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$GEV some of the best earnings growth prospects for 2025 in the market. Theme - powering data centers using nat gas and a nuclear option. $80b market cap + $800mm average $ vol traded + 20% 5 year EPS CAGR is an institutional dream.
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TSLA over YTD vwap (white). ATH vwap (green) next stop. Deliveries strong but energy storage products upside is what is likely going into analysts' models next line item
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This right here…is the name of the game.
When you find a potential theme/group setup, dig to find the liquid leading name. In the lithium case: $SGML - Sigma Lithium Corporation (LONG setup) Recent leading lithium name setting up post-earnings on that tight flag. We tried to breakout on Friday, so let’s see if we can
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largest spike in intraday put/call ratio since jan 23. typically a contrarian indicator. protection being bought at the wrong time?
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Top 10 Sectors sorted by RS >70. Home Improvement continues to be a theme as high refi/mortgage rates become an impediment to home turnover EXP,CRH,MLM,VMC,CX,ASPN,BLDR,AZEK,TREX,WMS,MAS In January this list identified Electrical Components (VRT) and the stock never looked back
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great work for all the technicians out there
📈 The FREE TraderLion 2023 Model Book is here. Train your eyes with 30+ marked-up charts of the biggest winners from 2023. 🔁 Retweet and we will DM you the link! Must be following so we can DM you.
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$SMCI volume now exploding to the downside > 50 % of 20 day average in the first 30 minutes
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