@stockholder30 Jack SmithJack Smith posts on X about $sym, $rgti, $ionq, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks finance cryptocurrencies technology brands countries financial services social networks luxury brands exchanges currencies
Social topic influence $sym, $rgti, $ionq, stocks, rgti, $spry, $soun, $aqst, $oklo, for the
Top accounts mentioned or mentioned by @richtrades100 @michaelwigginso @cfaroark @deepsailcapital @zastocks @quantian1 @jonahlupton @yachtking @financelancelot @taubamush @gameofphonez @oraclenyse @fumblemike @stockspy1 @jabroniville69 @jeffirons @vitruvianman725 @paulcerro @mike10947310 @onodacapital
Top assets mentioned Symbotic Inc. Class A Common Stock (SYM) Rigetti Computing, Inc. Common Stock (RGTI) IonQ, Inc. (IONQ) ARS Pharmaceuticals, Inc. (SPRY) SoundHound AI, Inc. Class A Common Stock (SOUN) Oklo Inc. (OKLO) D-Wave Quantum Inc. (QBTS) NuScale Power Corporation (SMR) pepe in a memes world (PEW) Agios Pharmaceuticals, Inc. (AGIO) Enovix Corporation Common Stock (ENVX) Walmart, Inc. (WMT) NVIDIA Corp. (NVDA) QuantumScape Corporation (QS) Auroracoin (AUR) Goldman Sachs (GS) Kymera Therapeutics, Inc. (KYMR) Carvana Co. (CVNA) Frontier Communications Parent, Inc. Common Stock (FYBR) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Super Micro Computer, Inc. Common Stock (SMCI) Duolingo, Inc. (DUOL) Quantum Computing Inc. (QUBT) QuantumCore (QBS) Confluent, Inc. (CFLT) aelf (ELF) ASP Isotopes Inc. (ASPI) Oscar Health, Inc. (OSCR) AstraZeneca PLC (AZN)
Top posts by engagements in the last [--] hours
"$SYM covered the rest of my short from $51 at $36.10 Even though I fully expect it to go below $20 in the medium term it has gone down too far too quick which tends to bring in the dip buyers and [--] was the previous resistance. Happy to be wrong but need to take profits"
X Link 2023-08-21T16:59Z [--] followers, [---] engagements
"$SYM No position at the moment but bearish price action today. QQQ and AI stocks are bright green whilst $SYM is dumping and every move above $40 is being pushed down immediately. Wonder if someone knows something and selling in anticipation of it I guess we'll see soon enough"
X Link 2023-08-29T16:41Z [---] followers, [--] engagements
"@replacegreen No position currently. I would scale in slowly but no shorts are available currently. Could go higher in the short term (depending on market conditions) but upside is probably limited as I expect them to do an offering if price gets much higher. Would short heavy if above $50"
X Link 2023-10-16T17:02Z [---] followers, [--] engagements
"$SYM From $47 down to $32.60 in under [--] weeks Should have gone all in short at those prices but was risky as the float is still low with squeeze potential. Still believe it will drop hard at some point and ultimately go below $10 as it's a overvalued shitco with slowing growth"
X Link 2023-11-01T15:44Z [--] followers, [--] engagements
"@JonahLupton $SYM market cap is $30b so doesn't belong on this list"
X Link 2023-12-28T05:31Z [---] followers, [----] engagements
"@yachtking_ Honest question have you looked into the fundamentals of $BOWL or are you just in it for the potential short squeeze I'm just wondering why this company has such a high short interest given it's a supposedly "quality" company"
X Link 2023-12-31T20:30Z [---] followers, [---] engagements
"@JabroniVille69 @jeff_irons @yachtking @FinanceLancelot Again other sources don't have the sudden drop in float so why assume that FINRA is more accurate than FINVIZ (for eg.)"
X Link 2024-01-01T17:59Z [--] followers, [--] engagements
"@JabroniVille69 @jeff_irons @yachtking @FinanceLancelot Yes it's pretty common especially as not many shares available + 21% short interest is still pretty high"
X Link 2024-01-01T18:13Z [---] followers, [--] engagements
"@FinanceLancelot The share buybacks account for nowhere close to the anount of shares that supposedly dropped suddenly from the float. I also don't see how eliminating warrants would reduce the share float"
X Link 2024-01-02T01:43Z [----] followers, [---] engagements
"I also covered half my $SYM short. Waiting for a major catalyst (like Walmart or SoftBank selling) to go fully short but until then they'll be many opportunities to trade it especially as many stocks tend to bounce close to an unlock Covered rest of $SYM for nice profit Will revisit Covered rest of $SYM for nice profit Will revisit"
X Link 2024-01-03T17:32Z [--] followers, [----] engagements
"$AEHR is down another 15% AH (after being down 60% the past few months) on earnings and guidance cut. Was previously short this company for some of the same reasons like $SYM. $ON is their main customer (+80% of their revenue) so once their orders got filled and $ON stopped.cont"
X Link 2024-01-09T23:00Z [--] followers, [---] engagements
"Ordering more systems backlog dropped. Reminder that $WMT is 90% of $SYM revenue and majority of the backlog. $AEHR also had heavy insider selling the past few months. Ditto for $SYM as even in the low 40s today insiders are still dumping shares which is another red flag"
X Link 2024-01-09T23:00Z [---] followers, [---] engagements
"@SixSigmaCapital FWIW there has been tons of insider selling on this stock the past year and as recent as last week (most sales were in the mid $2s) mostly by the CEO CFO CTO and CRO. Another negative is that SBC is through the roof and most of their revenue is selling hardware at a loss"
X Link 2024-01-10T16:27Z [--] followers, [--] engagements
"@ChadJWillett Correct earnings are on 2/5 after market close"
X Link 2024-01-24T22:36Z [---] followers, [--] engagements
"$SYM Earnings call is a disaster so far. Analysts are being far more hostile than previous calls asking pointed questions regarding gross margins and customer concentration concerns. Company being very defensive & vauge not really responding directly"
X Link 2024-02-05T22:29Z [---] followers, [----] engagements
"@VitruvianMan725 Target and Albertsons both have only [--] locations with $SYM systems and both were 6-8 years ago. Glazers only committed to [--] system for now. These are all tiny deals hence why they are so reliant on Walmart. Until Greenbox actually signs customers it's merely a pipe dream"
X Link 2024-02-06T00:37Z [---] followers, [---] engagements
"@VitruvianMan725 @CfaRoark If your thesis is "listen to what management says on earnings call" then you won't make money as an investor. Management always spin and hype everything as a positive. Look at what the reality is vs what they're saying"
X Link 2024-02-06T17:51Z [---] followers, [--] engagements
"$SYM Re-entered short position at $45. Planning to average up if/when it goes above $50. General market looks toppy so expecting it to go down along with the market in the next couple days/weeks. Upside should be limited given the eager insiders (+WMT/Softbank) waiting to unload $SYM From up 10% to red on heavy volume. Classic pump and dump. Managed to ride short from $41 to $38 (plenty of shares now available to short). Hopefully will get another opportunity to reshort. https://t.co/jEwNl8eDaA $SYM From up 10% to red on heavy volume. Classic pump and dump. Managed to ride short from $41 to"
X Link 2024-02-09T15:01Z [---] followers, [---] engagements
"$ARM at $110 (another low float Softbank stock with upcoming lockup expiry) & $NET at $113 are also compelling shorts with a decent r/r when market turns hopefully soon (NP)"
X Link 2024-02-09T15:08Z [---] followers, [---] engagements
"$SYM Symbotic down 10% AH. Can't see any news yet"
X Link 2024-02-21T21:04Z [---] followers, [----] engagements
"$SYM "Symbotic Announces Primary and Secondary Offering of Class A Common Stock" Was anticipating this for a while now. Surprised it took them so long. Just covered my short yesterday so no current position but will look to re-enter on any bounce. It's going much lower mid-term $SYM Symbotic down 10% AH. Can't see any news yet. $SYM Symbotic down 10% AH. Can't see any news yet"
X Link 2024-02-21T21:15Z [---] followers, [---] engagements
"$SYM No shares available to short currently. Was 100k available yesterday. Probably some hedging going on by participants of the offering. Wondering what the pricing of the offering will be"
X Link 2024-02-21T21:29Z [---] followers, [---] engagements
"@Biohazard3737 Overlooked Alpha did a good article on $WBA a couple of months ago We took a look at the recent history of $WBA last month and it's been an incredible story. Margin pressure a bad (but not that bad) acquisition and a bit of leverage have combined to send a 'safe' stock down over 80%. https://t.co/9OgcJ1vEMu We took a look at the recent history of $WBA last month and it's been an incredible story. Margin pressure a bad (but not that bad) acquisition and a bit of leverage have combined to send a 'safe' stock down over 80%. https://t.co/9OgcJ1vEMu"
X Link 2024-02-22T21:06Z [---] followers, [----] engagements
"@CfaRoark The SEC doesn't prohibit selling just before earnings but many companies do self-impose a blackout period for insiders. I don't believe $SOUN has this voluntary restriction given that the CEO has been doing much of the selling 😀"
X Link 2024-02-27T13:30Z [---] followers, [---] engagements
"$SOUN Now down 17% to $6.15. Regret not going all in short but was risky as it could have squeezed like $AI even on mediocre earnings $SOUN It's taking every bit of my self control not to go full port short $SOUN at current PM price ($7.25). It's a true shitco worth [--] and will ultimately go back below $2. Insiders dumping millions of shares past few days with "earnings" in [--] days. Too risky for me but watching $SOUN It's taking every bit of my self control not to go full port short $SOUN at current PM price ($7.25). It's a true shitco worth [--] and will ultimately go back below $2. Insiders"
X Link 2024-02-29T21:31Z [---] followers, [----] engagements
"@LJackCM WMT has already gone with Knapp (a competitor) for their next-gen fulfillment centres. They have also acquired Alert Innovations which also does robotics automation + same founder as $SYM. WMT just vested their $SYM warrants & likely to sell. No new orders from WMT in past [--] yrs"
X Link 2024-03-26T10:39Z [---] followers, [---] engagements
"Hmm. MC of $5.4m. Oddly specific. On my watchlist the closest I have are $ANF ($5.8b) $GLBE ($5.86b) & $NXST ($5.45b) Tomorrow a Large Scam will be Exposed (8:30am) Market Cap is $5.4 Billion - We warned you about $FSR It's now bankrupt - We warned you about $XPOF It's collapsing & under criminal & SEC investigation We believe senior company executives will be going to prison. https://t.co/sppIeuBCH2 Tomorrow a Large Scam will be Exposed (8:30am) Market Cap is $5.4 Billion - We warned you about $FSR It's now bankrupt - We warned you about $XPOF It's collapsing & under criminal & SEC"
X Link 2024-04-10T20:42Z [---] followers, [---] engagements
"$SYM Rick Cohen (CEO of Symbotic + C&S Wholesale) on earnings call: "I'm excited that the C&S team saw the benefits of outsourcing with GreenBox" "I think when people will reach out to us. .reach out to C&S and say why did you make that decision" They're not a serious company $SYM business model is engaging in related party transactions only #Greenbox JV signed first customer.which is C&S Wholesale.which is already a direct customer of #Symbotic.C&S Wholesale is owned by $SYM's CEO and $SYM reimburses C&S for other costs.can't make this up. $SYM business model is engaging in related party"
X Link 2024-05-07T11:49Z [---] followers, [----] engagements
"$PWSC oops indeed"
X Link 2024-05-08T13:05Z [---] followers, [---] engagements
"$SYM CEO Rick Cohen kept mentioning the large opportunity and TAM with perishable items yet $WMT (their largest customer - over 85% of revenue) has just chosen their direct competitor Swisslog (using KUKA Robots) for their new milk processing facility. https://www.prnewswire.com/news-releases/walmart-chooses-swisslog-asrs-powered-by-synq-software-to-enhance-transparency-and-delivery-of-quality-products-in-third-milk-processing-facility-302114923.html $SYM Rick Cohen (CEO of Symbotic + C&S Wholesale) on earnings call: "I'm excited that the C&S team saw the benefits of outsourcing with"
X Link 2024-05-08T15:55Z [---] followers, [----] engagements
"$SYM Symbotic has now round-tripped its whole post-earnings move which frankly didn't make sense given the mediocre earnings and the GreenBox fiasco. No clue where it trades from here (no position atm). Also VP of Symbotic just sold 132k shares (worth $6m) yesterday"
X Link 2024-05-10T17:19Z [---] followers, [----] engagements
"@blue_chip1 Of course he did 😁 $DLO"
X Link 2024-05-15T08:23Z [---] followers, [----] engagements
"@VinnyJoeShow They have in fact lots of competition. Even their largest customer $WMT (87% of revenue) has been using competitors like KNAPP and Autostore for their new centres and facilities. $WMT has also acquired Alert Innovations (Alphabot) founded by John Lert (who also founded $SYM)"
X Link 2024-05-16T19:49Z [---] followers, [---] engagements
"@paulcerro @AndySalamon What to you think of the new report released by @hntrbrkmedia alleging shady practices by the supplier of GLP-1 for $HIMS amongst other issues https://x.com/hntrbrkmedia/status/1806295095295013267 NEW BIG INVESTIGATION: I felt like death in bed." Worst experience ever. Reddit users describe knockoff GLP-1 drugs from $HIMS which a reporter of ours got prescribed after a quick survey. without talking to a doctor or sharing medical records. MORE below on our dive into https://t.co/ZkDTTyIIjV https://x.com/hntrbrkmedia/status/1806295095295013267 NEW BIG INVESTIGATION: I"
X Link 2024-06-27T12:50Z [---] followers, [---] engagements
"@Mike10947310 $RCM https://www.sec.gov/Archives/edgar/data/1910851/000119312524173492/d857163dsc13da.htm https://www.sec.gov/Archives/edgar/data/1910851/000119312524173492/d857163dsc13da.htm"
X Link 2024-07-01T22:15Z [---] followers, [---] engagements
"@danban__ @Mike10947310 Thanks for added context. What the chance that $RCM accepts the lower offer especially now that TCP-ASC (Ascension) is no longer involved in the bid"
X Link 2024-07-01T22:52Z [---] followers, [---] engagements
"$SYM Symbotic has once again been snubbed by Walmart as $WMT goes elsewhere for their new fully automated distribution centers. Given that the vast majority of revenue is from Walmart the bear case for $SYM keeps getting stronger. Currently down 6%. https://www.cnbc.com/2024/07/10/walmart-to-open-five-automated-distribution-centers.html https://www.cnbc.com/2024/07/10/walmart-to-open-five-automated-distribution-centers.html"
X Link 2024-07-10T15:27Z [---] followers, [----] engagements
"@OnodaCapital There was no mention of Symbotic in their press release. Anyways Symbotic robots are not yet capable of handling perishable items. $SYM CEO mentioned last earnings call that it'll be ready sometime in '25 whilst [--] Walmart facilities have them installed already so can't be $SYM"
X Link 2024-07-10T20:38Z [---] followers, [---] engagements
"@RouleurCapital @DeepSailCapital 97% of revenue at $SYM is non recurring hardware sales so they depend on new or additional contracts for warehouse automation. Current backlog (exc GreenBox for obvious reasons) which is 85% from $WMT will be completely cleared in next 2-4 years and revenue/growth will collapse"
X Link 2024-07-11T12:05Z [---] followers, [---] engagements
"$SYM Craig-Hallum lowered the firms price target on Symbotic to $54 from $60 and keeps a Buy rating. Analyst basically confirmed that Walmart went with Symbotic competitor Witron. https://www.tipranks.com/news/the-fly/symbotic-price-target-lowered-to-54-from-60-at-craig-hallum https://www.tipranks.com/news/the-fly/symbotic-price-target-lowered-to-54-from-60-at-craig-hallum"
X Link 2024-07-14T20:08Z [---] followers, [---] engagements
"@Garcilos Article is from [--] years ago. Furthermore it further proves my point that Walmart keeps using competitors to $SYM (in this case Knapp) for their larger centers"
X Link 2024-07-16T08:16Z [---] followers, [--] engagements
"@Garcilos @taubamush You realise that you're solidifying the bear case for $SYM You're going back over [--] years to find the last time $WMT partnered with Symbotic for warehouse automation. Meanwhile Walmart keeps signing &/or expanding contracts with competitors & even bought one (Alert Innovations)"
X Link 2024-07-16T09:13Z [---] followers, [---] engagements
"@FollowTheScien8 @KerrisdaleCap I'm not currently short $CVNA but looking to enter post earnings if I get a chance. It's been a tough short as it's too crowded but will collapse eventually IMO. Eying $ARM and $PLTR too"
X Link 2024-07-18T23:25Z [---] followers, [---] engagements
"Update: It's not $SYM. It's $PINS which funnily enough is completely shrugging off the short report and is currently green My guess is $SYM for obvious reasons. $CVNA is another choice but I doubt they would be short it given that the last short report on $CVNA was by @KerrisdaleCap and it has doubled since then. My guess is $SYM for obvious reasons. $CVNA is another choice but I doubt they would be short it given that the last short report on $CVNA was by @KerrisdaleCap and it has doubled since then"
X Link 2024-07-19T13:55Z [---] followers, [---] engagements
"@LadderAscend7 Given that $PINS is green despite the short report I should be glad it wasn't $SYM lol"
X Link 2024-07-19T17:03Z [---] followers, [--] engagements
"@Crussian17 What's your take on the short report released last week on $PINS https://x.com/ResearchGrizzly/status/1814296025743716861t=jgyDPoLISiwwWRubNDc-qg&s=19 We Believe Pinterest Inc. (NYSE: $PINS) is in a Death Spiral but Misleadingly Doctors its Terrible Performance Statistics. Read Our New Report Here: https://t.co/AgGpoyk8rt https://t.co/SqZrESEFU2 https://x.com/ResearchGrizzly/status/1814296025743716861t=jgyDPoLISiwwWRubNDc-qg&s=19 We Believe Pinterest Inc. (NYSE: $PINS) is in a Death Spiral but Misleadingly Doctors its Terrible Performance Statistics. Read Our New Report Here:"
X Link 2024-07-25T19:09Z [---] followers, [---] engagements
"$SYM This is how a $SYM bull responded to my bear case for Symbotic (it's ironically one of his best calls). If you read that thread I wrote last year my short thesis is playing out perfectly. Had lots more downside with bounces along the way (esp with the high short interest) @Muffin_Man1356 @stockholder30 @OnodaCapital Youre right. Everybody is right. You should definitely short the stock and stay away from longing this one. Huge red flags everywhere shitty company insane valuation. Totally driven by hype Best short of [----]. Best of luck to all of you. @Muffin_Man1356 @stockholder30"
X Link 2024-07-29T22:30Z [---] followers, [----] engagements
"@FollowTheScien8 Lol me too Has not had a single green day since before earnings"
X Link 2024-08-08T00:08Z [---] followers, [--] engagements
"@stockspotify Now back red. Congrats"
X Link 2024-08-09T18:35Z [---] followers, [--] engagements
"@JonahLupton @versquared $SYM has dropped over 40% the past [--] weeks and insiders are continuing to sell in the low 20s"
X Link 2024-08-17T21:04Z [---] followers, [---] engagements
"$SYM The relentless selling continues Down 22% the past week after already being down 37% since ER down 63% YTD Why $WMT and SoftBank didn't sell in the 40-50s a short while back I guess we'll never know. At least CEO & other insiders got to unload higher"
X Link 2024-09-03T16:45Z [---] followers, [----] engagements
"Shorting $FYBR at $38.45 for a trade. With over $12b of debt I don't believe it will get acquired at such a high premium. R/R is to the downside"
X Link 2024-09-04T19:03Z [---] followers, [----] engagements
"$FYBR $VZ "VERIZON TO BUY FRONTIER FOR $38.50/SHR IN CASH" Just covered my short at $34.50. Obviously large spread is due to regulatory approval risk Shorting $FYBR at $38.45 for a trade. With over $12b of debt I don't believe it will get acquired at such a high premium. R/R is to the downside Shorting $FYBR at $38.45 for a trade. With over $12b of debt I don't believe it will get acquired at such a high premium. R/R is to the downside"
X Link 2024-09-05T10:09Z [---] followers, [---] engagements
"@defiantclient @gameofphonez Well Hennessy does have experience in zero-revenue SPAC's being the sponsor of such gems like $PRCH ($1.18) $SFRT ($0) $GOEV/Canoo ($1.22) $CAPT ($2.33)"
X Link 2024-09-11T23:14Z [---] followers, [---] engagements
"@REdebtlawyer @gameofphonez No need for me to reiterate the short thesis for $ASTS as it's pretty well documented on X. Shame the 'spacemob' cult cannot take a more balanced view and imagine a scenario where it may not go the way they want it to"
X Link 2024-09-11T23:34Z [---] followers, [---] engagements
"@REdebtlawyer @gameofphonez Fully understand being bullish a stock but shutting down any opposing views with name calling bullying and angry retorts (not you lol) is not a recipe for success. $ASTS should be looked at for what it is a high risk speculative stock with a pretty high chance of failure"
X Link 2024-09-12T00:14Z [---] followers, [---] engagements
"@fundam_inv $ENVX is a [--] https://x.com/akramsrazor/status/1835716516748132537 1/Gonna answer some $envx questions via quick thread vs direct questions. Yes I'm aware of the history/drama but my main interest is in the current landscape in ICT batteries. When the facts change you should change your mind. https://x.com/akramsrazor/status/1835716516748132537 1/Gonna answer some $envx questions via quick thread vs direct questions. Yes I'm aware of the history/drama but my main interest is in the current landscape in ICT batteries. When the facts change you should change your mind"
X Link 2024-09-18T16:05Z [----] followers, [---] engagements
"@fundam_inv you're comparing $ENVX a zero revenue company who keep moving the goalpost on their unproven product to $NVDA I have no position either way but the red flags are obvious and make it a stock to avoid regardless of how it trades in the near term"
X Link 2024-09-18T16:27Z [----] followers, [---] engagements
"@robinivski @LoopCapital @GaryGensler He also had a nonsensical $100 price target for $ENVX It reads like a retail stock pumper who masquerades as an 'analyst'"
X Link 2024-09-27T10:20Z [---] followers, [---] engagements
"@harekrishna2025 you've been saying "it's going back to $50+" since forever. since then it has dropped 50% they've had bad earnings insiders keep dumping even in the low 20s and [--] short reports alleging fraud have come out All while Nasdaq has been ripping $SYM https://x.com/harekrishna2025/status/1754622580982440319 $SYM . Another irrational overreaction that will correct itself within a week or two and it will be back to $50. https://x.com/harekrishna2025/status/1754622580982440319 $SYM . Another irrational overreaction that will correct itself within a week or two and it will be back to $50"
X Link 2024-09-27T15:12Z [---] followers, [---] engagements
"@MichaelWigginsO As an inflection investor with a focus on FCF how does your $ENVX investment align with that Dodgy management who keep lying + moving the goalpost should make it an easy avoid"
X Link 2024-10-31T08:43Z [---] followers, [---] engagements
"Bought $SMCI at $18 for a trade on delisting fears. I'm pretty confident they'll be granted an extension. Not a fan of the company itself but fear is overblown IMO"
X Link 2024-11-14T14:15Z [---] followers, [----] engagements
"$SYM earnings today AH. Have a small short position with a $29 average. Insiders have been heavy sellers recently so doubt earnings will be good. However short interest has ramped up recently so any minor beat can ignite a short squeeze. No clue which way it goes TBH"
X Link 2024-11-18T20:13Z [---] followers, [----] engagements
"$SYM Doubled my short above $40 to bring my average up to $35. I'm now at half my intended position. Accounting games may have helped this qtr but will affect them in the future. Still no customers for GreenBox margins still atrocious and they remain heavily reliant on $WMT $SYM earnings today AH. Have a small short position with a $29 average. Insiders have been heavy sellers recently so doubt earnings will be good. However short interest has ramped up recently so any minor beat can ignite a short squeeze. No clue which way it goes TBH $SYM earnings today AH. Have a small short position with"
X Link 2024-11-19T15:53Z [---] followers, [---] engagements
"$SYM Well that was a quick turnaround. Covered half my short at $34.25 $SYM Doubled my short above $40 to bring my average up to $35. I'm now at half my intended position. Accounting games may have helped this qtr but will affect them in the future. Still no customers for GreenBox margins still atrocious and they remain heavily reliant on $WMT $SYM Doubled my short above $40 to bring my average up to $35. I'm now at half my intended position. Accounting games may have helped this qtr but will affect them in the future. Still no customers for GreenBox margins still atrocious and they remain"
X Link 2024-11-21T15:03Z [---] followers, [---] engagements
"@sharkbiotech BTW $BBIO PDUFA date is next Friday"
X Link 2024-11-21T16:25Z [---] followers, [---] engagements
"$SYM Down 20% premarket to below $30 after delaying 10k filing and identifying material weaknesses in their financial reporting. Not surprising at all for those who read the anonymous short report and last weeks earnings report https://www.globenewswire.com/news-release/2024/11/27/2988114/0/en/Symbotic-Provides-Update-to-Restatement-of-Fiscal-Year-2024-Financial-Results-and-First-Quarter-of-Fiscal-Year-2025-Outlook.html"
X Link 2024-11-27T12:22Z [---] followers, [---] engagements
"Covering the rest of my $SYM short at $27.50 (my average was $35). The market is still in ultra bullish mode so taking profits on a short that worked on this market seems sensible. Better opportunities out there at the moment. Will reshort on a bounce"
X Link 2024-11-27T13:18Z [---] followers, [---] engagements
"@winsteadscap @BeenThereCap And you were ultimately right. Shame you weren't short lol $SYM"
X Link 2024-11-27T13:42Z [---] followers, [---] engagements
"@Stan75red $SYM And the end"
X Link 2024-11-27T14:00Z [---] followers, [---] engagements
"@DeepSailCapital I would add $SOUN to the 90% downside list"
X Link 2024-12-08T19:47Z [---] followers, [---] engagements
"I think we're getting close to the top of this shitco rally so I'm scaling in slowly into some shorts. Some good ones IMO is $SOUN at $15.50 $IONQ at $36.20 $EVGO at $7 and $RGTI at $6.50. Prefer the former [--] over the latter due to the higher price and market cap"
X Link 2024-12-10T17:46Z [---] followers, [----] engagements
"@acemoney21 $IONQ and $RGTI are just a trade definitely not holding long term. Aiming for 20-30% downside in the next couple weeks. They both ran up too fast so I feel like profit taking will happen soon. See the nuclear theme which has cooled off $SMR and $OKLO both 30% off their highs"
X Link 2024-12-10T18:01Z [---] followers, [---] engagements
"Shorting stocks in this market is not for weak hearts lol. Was down 30% on my $RGTI short pre-market (it hit $8.40) and it's now 8% below my $6.50 average. Covered just now half of $RGTI at $6 along with half of $IONQ at $29 (average was $36.20) for 8% & 20% profit respectively"
X Link 2024-12-11T15:27Z [---] followers, [---] engagements
"The most surprising part of Cathie Wood's $SYM purchase is that she waited until it's down 50% from ATH. I guess she was waiting for the fraud to be confirmed before taking the leap. I wonder how many short sellers look at Cathie Wood's portfolio as a starting place for companies with big issues under the surface $SYM: https://t.co/2oCSu0KuT3 I wonder how many short sellers look at Cathie Wood's portfolio as a starting place for companies with big issues under the surface $SYM: https://t.co/2oCSu0KuT3"
X Link 2024-12-12T09:16Z [---] followers, [----] engagements
"$SYM "Symbotic Announces Acquisition of OhmniLabs. Positions Symbotic to Grow with Groundbreaking Product Innovation" The "Groundbreaking Product""
X Link 2024-12-12T21:27Z [---] followers, [---] engagements
"Covered my $EVGO short at $4.65 (average was $7) for 33% profit"
X Link 2024-12-17T15:04Z [---] followers, [---] engagements
"Not calling a definitive top but I think we're pretty close to the end of the shitco rally. Added to my $IONQ short at $42 $SOUN at $23 & $RGTI at $11"
X Link 2024-12-18T17:15Z [---] followers, [---] engagements
"@OracleNYSE What's the connection to $CELH"
X Link 2024-12-19T18:40Z [---] followers, [---] engagements
"A good list. for shorting. Only half kidding. Not short any of these at the moment but confident most (if not all) are future zeros. They are probably good for swing trading as frauds tend to be but wouldn't want to be left holding the bags $QS $ENVX $MVST $FREY $EOSE $SLDP Batteries is one potentially monster theme Im not seeing discussed anywhere. Whats going to power the robots electric cars EVTOL ARVR headsets and AI computers/phones Batteries. Few names Im watching: $QS $ENVX $MVST $FREY $EOSE $SLDP Batteries is one potentially monster theme Im not seeing discussed anywhere. Whats going"
X Link 2024-12-19T19:19Z [---] followers, [----] engagements
"@ZaStocks True. Was just pointing out that they're (perhaps) good trading stocks NOT long-term holds as some people in your replies seem to be think. I respect your openness about that"
X Link 2024-12-19T19:38Z [---] followers, [---] engagements
"@uniqpov @ZaStocks Have not done much research on $QS but the fact that it's a zero-revenue SPAC is reason enough for me to avoid the stock. Insiders have been selling despite the share price being close to the ATL's. EVERY zero-revenue SPAC has failed so far so it's guilty until proven innocent"
X Link 2024-12-20T01:12Z [---] followers, [---] engagements
"@_swing_the_bat @uniqpov @ZaStocks Plenty of pre-revenue SPAC's have inked big deals with large companies yet nothing came of them. Some examples are $SLDP $FREY $ARVL $DNMR $ORGN $RIDE $FSR. Now find me [--] pre-revenue SPAC that managed to succeed i.e. generate revenue"
X Link 2024-12-20T10:56Z [---] followers, [---] engagements
"@ZaStocks Flashback to the [----] "cult stocks" which are almost all down 50-90% from their ATH's. Retail "investors" are generally terrible at stock picking for the long term. Won't be different this time IMO. https://x.com/BrianFeroldi/status/1417460154078011400t=spBnC01TqDXwMEg88MjyyA&s=19 I asked What company is worth less than $10 billion today but you think could be worth $500+ billion in a few decades I received [---] answers Here are [--] top stocks that have 50x+ potential: https://x.com/BrianFeroldi/status/1417460154078011400t=spBnC01TqDXwMEg88MjyyA&s=19 I asked What company is worth less"
X Link 2024-12-22T15:44Z [---] followers, [---] engagements
"@quantian1 $SYM Symbotic Current MC is $14.4b at $24.55"
X Link 2024-12-24T21:02Z [---] followers, [----] engagements
"@kd_burner00 @quantian1 Once Walmart backlog is complete (next 2-4 years) revenue will fall off a cliff. Almost 90% of revenue is from Walmart and they now own a direct competitor to $SYM (Alert Innovation)"
X Link 2024-12-25T02:43Z [---] followers, [---] engagements
"@taubamush @quantian1 I like your pick more. $12b MC for a [--] revenue company with high cash burn and constant delays makes no sense. No position in $AUR at the moment"
X Link 2024-12-25T02:51Z [---] followers, [---] engagements
"Love this thread. My response was $SYM (obviously) but think there is better picks in the responses. Finding a $10b MC stock that will drop 90% is quite difficult. My favourites are $IONQ $DUOL $AUR $ALAB and $SOUN (tad below $10b for now) A reverse of the classic [----] thread: Pitch a publicly traded company which: [--]. Has at least $10 billion of market cap [--]. Will decline 90% from current (not peak) prices First pick to -90% wins ties go to earlier post. I'll pick something tasteful but thematic as a prize. A reverse of the classic [----] thread: Pitch a publicly traded company which: [--]. Has at"
X Link 2024-12-27T14:20Z [---] followers, [----] engagements
"@T_Taylor4 @kd_burner00 @quantian1 They don't differ IMO. In fact they were both founded by John Lert $SYM"
X Link 2024-12-28T17:32Z [---] followers, [---] engagements
"Quantum Stocks should go down on this. $IONQ $RGTI $QUBT $QBTS Jensen ( $NVDA) just said he loves quantum computing but not to expect a Quantum computer for [--] years at the earliest looked at his CFO and said but probably [--] years away https://t.co/5SKCjwuv9F 🤣🤣 $RGTI $QUBT Jensen ( $NVDA) just said he loves quantum computing but not to expect a Quantum computer for [--] years at the earliest looked at his CFO and said but probably [--] years away https://t.co/5SKCjwuv9F 🤣🤣 $RGTI $QUBT"
X Link 2025-01-07T21:31Z [---] followers, [----] engagements
"The delusion I'm reading from "quantum bros" on X re the Jensen comments is hilarious. Supposedly he's either scared of the competition or he wants to acquire them cheaply. The ride down will be painful for them when reality kicks in. We're now in the denial stage $IONQ $RGTI Jensen probably just wants to buy $IONQ but he doesn't want to pay $50 per share for it so he'll trash talk the entire industry saying that it's [--] years away crash the market and then buy the Crown Jewel (IONQ) during the quantum winter (down 50-80%) that he caused. $NVDA Jensen probably just wants to buy $IONQ but he"
X Link 2025-01-08T09:20Z [---] followers, [---] engagements
"Covered the rest of my $IONQ short at $29.50. Probably going lower but such a large drawdown usually brings in the dip buyers. Was a big winner for me. It's a volatile stock so probably bounces in the short term"
X Link 2025-01-08T20:59Z [---] followers, [---] engagements
"@fumblemike Thanks for recommending to short $IONQ. I followed your advice and made lots of money"
X Link 2025-01-12T12:46Z [---] followers, [---] engagements
"@fumblemike I call BS on you having shorted $RGTI https://x.com/fumblemike/status/1876669109712433309t=0Mn98oeAAXSNHUDr8mTTHQ&s=19 @mintcitycollect i'm not holding rgti i only had calls to play momentum. long term i have zero rgti as of now. https://x.com/fumblemike/status/1876669109712433309t=0Mn98oeAAXSNHUDr8mTTHQ&s=19 @mintcitycollect i'm not holding rgti i only had calls to play momentum. long term i have zero rgti as of now"
X Link 2025-01-13T17:52Z [---] followers, [---] engagements
"@fumblemike I did. No mention of shorting $RGTI lol"
X Link 2025-01-13T17:57Z [---] followers, [--] engagements
"Covered the rest of my $RGTI short at $6.40"
X Link 2025-01-13T18:57Z [---] followers, [---] engagements
"What's interesting about the markets is that despite the large drawdowns on "shitcos" like $RGTI $IONQ $QSI $GRRR etc they still continue to get massive bidding when markets rip. One would think that lessons would be learnt and people would avoid shitcos to bid up quality./1"
X Link 2025-01-15T18:14Z [---] followers, [---] engagements
"Not complaining as I covered my remaining shorts close to the bottom ( $IONQ at $29 $RGTI at $6.40) in anticipation of this. Still waiting to re-short them but will be patient as the squeeze could continue for another week or 2"
X Link 2025-01-15T18:14Z [---] followers, [---] engagements
"$SYM Very little info in the press release so still confused as to what's going on. Hopefully will get more colour on the conference call soon. Seems like Symbotic is acquiring Walmart's robotic division (formerly Alert Innovations) for $520. 1/ https://www.globenewswire.com/news-release/2025/01/16/3010641/0/en/Symbotic-to-Acquire-Walmart-s-Advanced-Systems-and-Robotics-Business-and-Sign-Related-Commercial-Agreement.html"
X Link 2025-01-16T12:21Z [---] followers, [---] engagements
"and at the same time $WMT will fund a $520M development program run by $SYM. A surprising development and not sure how I feel about it TBH. I've been bearish on $SYM for a while (albeit not short ATM) but think this is good news for them"
X Link 2025-01-16T12:21Z [---] followers, [---] engagements
"@WagieCapital I'm surprised the price has held up this long. I would have expected it to be below $5 by now. Most other zero-revenue SPAC's are much lower. $ENVX"
X Link 2025-03-26T09:47Z [---] followers, [---] engagements
"@ChartsJavi not sure what these crayons drawings are implying. hope you're not recommending it as a buy lol $SOUN"
X Link 2025-03-26T18:41Z [---] followers, [--] engagements
"@GothamResearch Is it $SYM"
X Link 2025-03-26T20:02Z [---] followers, [----] engagements
"@EricJhonsa I noticed you no longer have a short position in $OKLO. Any particular reason Would think the bull case was primarily that Sam Altman was on the board which is no longer the case"
X Link 2025-05-01T16:23Z [---] followers, [---] engagements
"@DeepSailCapital $OKLO They are far behind $SMR in production timeline (itself questionable) + main bull thesis was Sam Altman being on their board which he has since left. Expecting lots of volatility due to its "meme" nature and elevated short interest but ultimately going much lower"
X Link 2025-05-06T14:30Z [---] followers, [---] engagements
"This market is giving us solid opportunities on the short side $SOUN $QBTS $SMR $OKLO $IONQ $RGTI"
X Link 2025-05-13T15:58Z [---] followers, [---] engagements
"Bought some pre-market at $5.88 fwiw. Low conviction trade not planning to hold it for long term"
X Link 2025-05-14T12:25Z [---] followers, [---] engagements
"Sold $AUR $6.60"
X Link 2025-05-14T14:35Z [---] followers, [---] engagements
"Short report on $AUR just came out. I agree with many of their observations. I guess time will tell. No position at the moment Aurora Innovation $AUR - Highway Robbery Link: https://t.co/7RlDvOgwnf Aurora Innovation $AUR - Highway Robbery Link: https://t.co/7RlDvOgwnf"
X Link 2025-05-14T16:30Z [---] followers, [---] engagements
"Added $QBTS short at [-----] My average is now $13.27"
X Link 2025-05-20T12:20Z [---] followers, [---] engagements
"Doubled my $QBTS short at $19.15 My average is now $16.20 Feels like we're close to a blow-off top"
X Link 2025-05-21T09:26Z [---] followers, [---] engagements
"Why on earth would you short a low float $13m market cap stock and then announce it publicly With low share borrow availability + high CTB you're basically begging to get squeezed. SMH Short $LTRY We present freshly procured evidence detailing theft forgery and fraud. This is a generational scam that needs to be booted off of the NASDAQ ASAP. Link: https://t.co/TYR0xDnpKE @callistores @stepnotonpets @BreakoutPoint @StockJabber @DeepSailCapital Short $LTRY We present freshly procured evidence detailing theft forgery and fraud. This is a generational scam that needs to be booted off of the"
X Link 2025-05-21T16:18Z [---] followers, [---] engagements
"@paulcerro @taubamush I think you're confusing $OKLO with $OKTA"
X Link 2025-05-27T20:12Z [---] followers, [---] engagements
"It's pretty clear who the winner is in this debate. $IONQ $RGTI $QUBT $QBTS Lively convo on #quantum: is it for real or are we a ways out from commercial viability Shines a light on the complexities of investing in highly technical emerging industries. The passion surrounding this debate fascinates me as someone with no horse in the race Lively convo on #quantum: is it for real or are we a ways out from commercial viability Shines a light on the complexities of investing in highly technical emerging industries. The passion surrounding this debate fascinates me as someone with no horse in the"
X Link 2025-06-10T18:22Z [---] followers, [---] engagements
"@MichaelWigginsO If that's not a big red flag I'm not sure what is. No legitimate firm does this. EVERY company that has played such games has seen their stock price plummet when reality kicks in. $ENVX will crash at some point but for now in this market fraud is bullish. No position atm"
X Link 2025-07-09T16:07Z [---] followers, [---] engagements
"@OracleNYSE How is this relevant to $QBTS"
X Link 2025-07-21T16:47Z [---] followers, [--] engagements
"@zoomyzoomm It's a poorly photoshopped screenshot of a $1k position. Losing $300 on a position is NBD so he's likely just posting for the attention. $CFLT"
X Link 2025-07-31T08:51Z [---] followers, [---] engagements
"@TrisolarisCap @iseelines @zoomyzoomm Nice try but that is a $1k position. So many mistakes in that screenshot. You're pretty bad at image editing"
X Link 2025-07-31T09:18Z [---] followers, [---] engagements
"@blangb It can meme based on current events but there's definitely shady/corrupt stuff going on behind the scenes as often seen with Russian/Ukrainian based companies https://x.com/formerlypeter/status/1954562310120566983 So I started out thinking $KYIV $CCIR Kyivstar was Ukrainian-owned but apparently theres this shadowy Dubai-based structure where the largest shareholder is from a holdings company cofounded by [--] Russian billionaires. So Kyiv courts unfreeze Veons stake in Kyivstar in https://t.co/khO9BbGesc https://x.com/formerlypeter/status/1954562310120566983 So I started out thinking"
X Link 2025-08-11T13:21Z [---] followers, [---] engagements
"@CfaRoark May be good for a short term trade but looking at the price action on $PSQH another Don Jr special gives me an ominous signal for the future of $PEW"
X Link 2025-08-20T14:32Z [---] followers, [---] engagements
"@JKeynesAlpha I'm glad you're so confident but wish insiders would feel the same. They've been selling millions of shares constantly even when it was below $5 $QS"
X Link 2025-09-08T19:10Z [---] followers, [---] engagements
"@FloridaManFin From what I can tell it's not quite that simple. Still trying to figure out what's going on but it seems like a share restructuring &/or a reverse split. No position $WOLF"
X Link 2025-09-29T15:58Z [---] followers, [---] engagements
"@UnoMasReactor @stocktalkweekly Absolutely absurd and you likely know it given your industry research. Even if SMR's are the future it'll be the big players like $GEV Hitachi Rolls Royce Westinghouse Holtec who'll succeed rather than $SMR and $OKLO with no track record. A repeat of the '21 EV bubble"
X Link 2025-09-30T13:02Z [---] followers, [---] engagements
"@blondesnmoney What baffles me is how come his own stock $DJT is still down 50% YTD"
X Link 2025-10-02T20:44Z [---] followers, [----] engagements
"@kosVarg66907538 @InvestSpecial My guess is $ZIM"
X Link 2025-10-09T11:06Z [---] followers, [---] engagements
"$PEW dumping 21% today to $2.85 on what I presume is a lockup expiry. With a MC of $86m which is well below cash profitable & with no debt I like it here for a bounce. Not a fan of the business model and the chart is ugly so would cut it quickly if dump continues"
X Link 2026-01-15T15:51Z [---] followers, [---] engagements
"Another great call by @BiotechAutist $RGNX crashing on this: "FDA halts $RGNX gene therapy trials after brain tumor found in patient" A must follow for all biotech investors 1/ 🧵 Im SHORT $RGNX If youre long because rare disease + surrogate = AA youre missing the ONLY thing that matters: The confirmatory plan. 1/ 🧵 Im SHORT $RGNX If youre long because rare disease + surrogate = AA youre missing the ONLY thing that matters: The confirmatory plan"
X Link 2026-01-28T12:42Z [---] followers, [----] engagements
"@VetTechTrader Citigroup came out today with a "SELL" rating on $CIEN fwiw. They caution that it will take 18+ months to see any AI benefits due to its "front end" products vs "back end" products like $COHR & $LITE"
X Link 2024-04-12T15:20Z [---] followers, [---] engagements
"@JonahLupton @smallmidcaps @Ross__Hendricks Didn't you buy it back at $110 a couple months ago https://x.com/JonahLupton/status/1833573855274614868t=hDFgY01r6DQjjz-Y6qBbEA&s=19 @BigBullCap I actually started a small $ELF position today down -50% from the ATH and bouncing off the 150w ema not sure if I'll use a stop loss or average down from here. I think $ELF can do $4 in EPS in FY2025 so valuation/multiple makes sense PEG ratio approx 1.0x https://t.co/KwAUNdjlIE https://x.com/JonahLupton/status/1833573855274614868t=hDFgY01r6DQjjz-Y6qBbEA&s=19 @BigBullCap I actually started a small $ELF"
X Link 2025-02-07T09:15Z [---] followers, [---] engagements
"@richtrades100 There's good reason why it's 50% below the deal price and why arbs have been avoiding it. Still a high risk/reward play. Reminds me of $RVNC where market sniffed bad news before it happened"
X Link 2025-02-24T18:17Z [---] followers, [--] engagements
"Reading all the "buying the dip" posts on Aurora Innovation $AUR you'd think the stock was cheap yet it's valued at over $12b with [--] revenue. Probably bounces in the short term but don't see significant upside in the long term given the high valuation + regulatory risks/delays"
X Link 2025-05-14T10:46Z [---] followers, [----] engagements
"@jrouldz @watchlend I'm baffled by your lack of understanding as to how shorting works. To have a successful short you need to have both the right thesis AND the right timing. All the shitco spacs from '20-'21 like $ARVL $DM $LCID $SPCE etc. all went vertical before losing 99% of their value"
X Link 2025-05-18T19:00Z [---] followers, [---] engagements
"@MichaelWigginsO Yes there was. https://ir.enovix.com/news-releases/news-release-details/enovix-corporation-announces-share-repurchase-program https://ir.enovix.com/news-releases/news-release-details/enovix-corporation-announces-share-repurchase-program"
X Link 2025-07-03T08:26Z [---] followers, [---] engagements
"@DeepSouthDoctor What's your opinion on the stock after the sharp drop due to weak preliminary ER and CEO leaving Any change in your thesis or a buying opportunity $RCEL"
X Link 2025-10-19T15:21Z [---] followers, [--] engagements
"@HFMajorTom After reading the Bloomberg article on $OKLO out yesterday I'm pretty confident that it's a $LAZR [---] in the next couple years. https://archive.is/Q3tQ0 https://archive.is/Q3tQ0"
X Link 2025-10-31T14:39Z [---] followers, [---] engagements
"@finphysnerd For those struggling to find the ticker they changed it from $BOWL to $LUCK"
X Link 2025-11-06T10:35Z [---] followers, [--] engagements
"@Stockspy1 In a bear market short the rip becomes my go-to trade"
X Link 2025-11-19T10:08Z [---] followers, [--] engagements
"Buying some $AGIO down here at $23. Looking for a quick flip on this overreaction"
X Link 2025-11-19T13:30Z [---] followers, [---] engagements
"@MichaelWigginsO The bear case that you keep dismissing is the launch of language learning tools from ChatGPT and Google as well as live translation on many devices. The future of $DUOL will depend on their ability to manage the constant new headwinds they will face. Keep an eye on usage trends"
X Link 2025-11-20T12:18Z [---] followers, [----] engagements
"@Mindwalletbody Regarding $ASPI probably a good buy for a bounce given that it's already been decimated but be aware that it's a 0-revenue shitco that trades in line with all shitcos. I bought it today at $5.65 for a trade but it's definitely not a long term hold"
X Link 2025-11-25T17:48Z [---] followers, [---] engagements
"@LMorrison21651 @Mindwalletbody I've not bothered to research $ASPI but I'd counter your point that they generate revenue. They clearly don't. My general rule when doing DD is that if you they look and act (& trade) like a shitco they usually are [--]. You can still make $ trading it but be careful out there"
X Link 2025-11-25T18:18Z [---] followers, [----] engagements
"@ACapitalLP $SYM at $51b market cap https://x.com/taubamush/status/1993501231986438289t=mRjgK_esz0rgnAJPI3X2qw&s=19 https://x.com/taubamush/status/1993501231986438289t=mRjgK_esz0rgnAJPI3X2qw&s=19"
X Link 2025-11-26T20:01Z [---] followers, [---] engagements
"@OracleNYSE how is this news relevant to $SYM It says Fanuc in the title"
X Link 2025-12-01T17:32Z [---] followers, [---] engagements
"@mwscott004 They just announced an offering . $SYM"
X Link 2025-12-03T21:44Z [---] followers, [---] engagements
"A day later and $SYM just announced an offering. Guess who is the co-lead bookrunner for the offering. None other than Goldman Sachs"
X Link 2025-12-03T21:46Z [---] followers, [---] engagements
"@CfaRoark @Sankaty_Head Or maybe they intentionally issued the downgrade prior to the offering to allow their 'friends' i.e. hedge funds to get cheap shares in the offering. /s"
X Link 2025-12-03T21:51Z [---] followers, [--] engagements
"@munster_gene No opinion on whether we're near the top or not but I don't think you can infer anything from $CFLT valuation. It was clearly not benefiting from the AI rollout and may have even been negatively affected by it"
X Link 2025-12-08T17:58Z [---] followers, [---] engagements
"@richtrades100 $BXC"
X Link 2025-12-15T18:38Z [---] followers, [--] engagements
"@InvestorDenis Whilst insiders are dumping them like there's no tomorrow. What do the INSIDERS know that we don't $QBTS"
X Link 2025-12-25T17:02Z [---] followers, [----] engagements
"@ACapitalLP Read this short report on $NN https://x.com/i/status/1963604732985131207 NEW: Were short NextNav a developer of geolocation systems. We think bulls underestimate the obstacles facing $NN. We speak with a former FCC Chairman who agrees. The former Chairman's comments and full report at: https://t.co/uRSBqwrOTa https://x.com/i/status/1963604732985131207 NEW: Were short NextNav a developer of geolocation systems. We think bulls underestimate the obstacles facing $NN. We speak with a former FCC Chairman who agrees. The former Chairman's comments and full report at:"
X Link 2025-12-28T11:42Z [---] followers, [---] engagements
"@JKeynesAlpha Dude every shitco is up double digits today not just your stocks"
X Link 2026-01-05T20:37Z [---] followers, [--] engagements
"@finphysnerd I've found that the worst shorts are ones that have dumb investors as my counterparty. These cult stock 'investors' are immune to rationality and have no care for valuation and/or regulatory risks. These shorts work eventually but they're usually not worth the headache IMO"
X Link 2026-01-07T12:50Z [---] followers, [---] engagements
"@richtrades100 I guess that's bullish for $SPRY right"
X Link 2026-01-09T12:11Z [---] followers, [---] engagements
"@SmallCapKing2 @richtrades100 The argument could be made that the issues affecting approval of $AQST are surmountable which merely delays the timeline to approval. If this is the case the dip is buyable for those willing to wait. By most accounts $AQST (if approved) will be a formidable competitor to $SPRY"
X Link 2026-01-09T13:52Z [---] followers, [---] engagements
"@richtrades100 Yet EPS is still deeply negative. It's also pretty standard for health insurers to have quarterly revenue well above their MC's. See $CNC $MOH etc"
X Link 2026-02-10T11:27Z [---] followers, [---] engagements
""Spruce Point Capital Management Issues "Strong Sell" Research Opinion on Enfusion Inc. (NYSE: ENFN) With 40%-60% Downside Risk" How is Spruce Point still in business after shorting $ELF at $100 $SMCI at $78 and $IOT at $23"
X Link 2024-03-14T13:28Z [---] followers, [----] engagements
"$PRFT Woah beautiful analysis and perfect timing. Perficient Inc. to be acquired by EQT for about $3B $76 a share https://x.com/jfineman/status/1787239163353333893t=2DiMN7NS0LwZJ_HfcEcmPg&s=19 We wrote a deep dive two days ago on Perficient $PRFT The stock was up +8.7% yesterday after Bloomberg reported the company is considering a sale. The timing seems a bit unusual. At $47 the stock is trading at a multi-year low. And it seems difficult for the company to even https://t.co/dBc7IMK6gQ https://x.com/jfineman/status/1787239163353333893t=2DiMN7NS0LwZJ_HfcEcmPg&s=19 We wrote a deep dive two"
X Link 2024-05-05T22:21Z [---] followers, [----] engagements
"@spacanpanman I was only ever short $FREY [--] years ago (above $10). Current CEO is Daniel Barcelo from Alussa Energy Acquisition Corp $ALUS who merged via SPAC with $FREY in [----] so same old leadership. And pivoting to solar is not the wisest move if you look at how solar stocks have fared"
X Link 2025-01-06T10:56Z [---] followers, [---] engagements
"@BeenThereCap The point is you've been wrong on most things that you've recommended. Happens to the best but your post is deflecting. Here are some examples off the top of my head: $VTY $XPOF $STNG $VALE $CLMT $TDW $SMR (short) $LEU (short) PS I enjoy your macro and sector-specific insights"
X Link 2025-06-30T17:35Z [---] followers, [---] engagements
"@Stockspy1 $TEM is not down pre-market. $TEMT (the 2x ETF) is down PM due to a dividend distribution"
X Link 2025-12-23T14:03Z [---] followers, [----] engagements
"@richtrades100 Price action is strange. Rip and dip. Large sell orders. Managed to snag some below $44 but feel like I'm missing something here. $SLNO"
X Link 2026-01-12T12:27Z [---] followers, [---] engagements
"Bought $SPRY at $11.35 for a trade in anticipation of $AQST CRL. I think the $AQST bulls are in denial as to what's coming (i.e. CRL). Upon CRL I plan to sell $SPRY & may even buy $AQST if it gets low enough as IMO it'll get approved eventually. Obvs depends on reason for CRL"
X Link 2026-01-12T16:26Z [---] followers, [---] engagements
"@tonythearena I would guess it's getting confused for Tripcom $TCOM that's down 18% due to China probe"
X Link 2026-01-14T20:11Z [---] followers, [---] engagements
"All out of $PEW at $3.26 for a quick 15% gain"
X Link 2026-01-15T18:29Z [---] followers, [---] engagements
"Added more $SPRY down here at $10.05 Got my average down to $10.55 Not sure why it's dropping given the near-certain CRL for $AQST due any day now"
X Link 2026-01-28T20:17Z [---] followers, [---] engagements
"Well $AQST got the much expected CRL and is up 42% today $SPRY is currently flat for the day at $10 where I've added [--] last tranche to get my average to $10.20 I guess people are expecting a repeat of $SPRY CRL where it got approved a couple of month later/ cont"
X Link 2026-02-02T17:11Z [---] followers, [---] engagements
"I'm less convinced and believe (like some others on X who are far smarter than me) that $AQST have bigger hurdles than they're letting on. Best case scenario is [--] year delay (Q1 27). Could be more. Cash will be an issue later this year $SPRY now have another year head start"
X Link 2026-02-02T17:25Z [---] followers, [---] engagements
"@Stockspy1 Silicon Labs jumps on report Texas Instruments in talks to buy for about $7B"
X Link 2026-02-03T21:29Z [---] followers, [---] engagements
"@BannerView $CAVA"
X Link 2026-02-03T21:37Z [---] followers, [---] engagements
"@richtrades100 I get your point re strong guidance. Was just pointing out that high revenue in itself should not be the focus with health insurers like $OSCR. Need to focus on MLR and profitability which is trending in the wrong direction for now. I have no position"
X Link 2026-02-10T11:37Z [---] followers, [---] engagements
"@stockgutter Kudos for being one of the only ones on X to focus on MLR trends rather than the massively raised revenue guidance. Will need to see MLR stabilising in coming qtr's for $OSCR to inflect to profitability . Even a slight MLR miss on such high revenue would mean heavy losses"
X Link 2026-02-10T12:56Z [---] followers, [---] engagements
"Not looking good for $TECX $AZN $TECX looks like AZN3427 has been discontinued due to efficacy https://t.co/iNXZBwLyNN https://t.co/zkgdTZRLnk $AZN $TECX looks like AZN3427 has been discontinued due to efficacy https://t.co/iNXZBwLyNN https://t.co/zkgdTZRLnk"
X Link 2026-02-10T09:24Z [---] followers, [---] engagements
"$AZN $TECX looks like AZN3427 has been discontinued due to efficacy https://www.astrazeneca.com/content/dam/az/PDF/2025/Q4-FY/Full-year-Q4-2025-clinical-trial-appendix.pdf https://www.astrazeneca.com/content/dam/az/PDF/2025/Q4-FY/Full-year-Q4-2025-clinical-trial-appendix.pdf"
X Link 2026-02-10T07:16Z [----] followers, 10.8K engagements
"Bought $SPRY at $11.35 for a trade in anticipation of $AQST CRL. I think the $AQST bulls are in denial as to what's coming (i.e. CRL). Upon CRL I plan to sell $SPRY & may even buy $AQST if it gets low enough as IMO it'll get approved eventually. Obvs depends on reason for CRL"
X Link 2026-01-12T16:26Z [---] followers, [---] engagements
"Well $AQST got the much expected CRL and is up 42% today $SPRY is currently flat for the day at $10 where I've added [--] last tranche to get my average to $10.20 I guess people are expecting a repeat of $SPRY CRL where it got approved a couple of month later/ cont"
X Link 2026-02-02T17:11Z [---] followers, [---] engagements
"I'm less convinced and believe (like some others on X who are far smarter than me) that $AQST have bigger hurdles than they're letting on. Best case scenario is [--] year delay (Q1 27). Could be more. Cash will be an issue later this year $SPRY now have another year head start"
X Link 2026-02-02T17:25Z [---] followers, [---] engagements
"Another great call by @BiotechAutist $RGNX crashing on this: "FDA halts $RGNX gene therapy trials after brain tumor found in patient" A must follow for all biotech investors 1/ 🧵 Im SHORT $RGNX If youre long because rare disease + surrogate = AA youre missing the ONLY thing that matters: The confirmatory plan. 1/ 🧵 Im SHORT $RGNX If youre long because rare disease + surrogate = AA youre missing the ONLY thing that matters: The confirmatory plan"
X Link 2026-01-28T12:42Z [---] followers, [----] engagements
"1/ 🧵 Im SHORT $RGNX If youre long because rare disease + surrogate = AA youre missing the ONLY thing that matters: The confirmatory plan"
X Link 2026-01-23T14:45Z [----] followers, 33.3K engagements
"$PEW dumping 21% today to $2.85 on what I presume is a lockup expiry. With a MC of $86m which is well below cash profitable & with no debt I like it here for a bounce. Not a fan of the business model and the chart is ugly so would cut it quickly if dump continues"
X Link 2026-01-15T15:51Z [---] followers, [---] engagements
"All out of $PEW at $3.26 for a quick 15% gain"
X Link 2026-01-15T18:29Z [---] followers, [---] engagements
"I don't generally short pre-approval biotech stocks (see $CAPR for the reason why) but I'm making an exception for $KYMR. I think they'll announce an offering pretty soon too. $KYMR - OK my 1st biotech short of [----] (at $101). They have a $7.27B MC ($6.29B EV for now) with exactly [--] drug in the clinic a history of [--] discontinued drugs in the past few years and won't have Ph2b data until Q327. I'm betting they're over-valued. $KYMR - OK my 1st biotech short of [----] (at $101). They have a $7.27B MC ($6.29B EV for now) with exactly [--] drug in the clinic a history of [--] discontinued drugs in the"
X Link 2025-12-08T17:51Z [---] followers, [---] engagements
"$KYMR - OK my 1st biotech short of [----] (at $101). They have a $7.27B MC ($6.29B EV for now) with exactly [--] drug in the clinic a history of [--] discontinued drugs in the past few years and won't have Ph2b data until Q327. I'm betting they're over-valued"
X Link 2025-12-08T17:07Z [----] followers, [----] engagements
"Predictably they announced an offering AH which gives me a chance to cover my short from $100 to $90. Will look to re-enter on a bounce $KYMR"
X Link 2025-12-08T21:14Z [---] followers, [---] engagements
"A day later and $SYM just announced an offering. Guess who is the co-lead bookrunner for the offering. None other than Goldman Sachs"
X Link 2025-12-03T21:46Z [---] followers, [---] engagements
"$SYM You know things are in uncharted territory when investors preen for a downgrade GS delivers and it actually has follow through. The chefs kiss will be if GS still gets the next offering. 👏 Mark Goldman Sachs Downgrades $SYM to Sell from Neutral PT $47 Analyst comments: "While Symbotic's warehouse automation technology has been very well received by Walmart (and Walmart has already placed orders for all of its [--] regional distribution centers in the US with Symbotic Goldman Sachs Downgrades $SYM to Sell from Neutral PT $47 Analyst comments: "While Symbotic's warehouse automation"
X Link 2025-12-02T16:31Z [----] followers, [----] engagements
"Sold all at $25.60 Buying some $AGIO down here at $23. Looking for a quick flip on this overreaction. Buying some $AGIO down here at $23. Looking for a quick flip on this overreaction"
X Link 2025-11-20T15:21Z [---] followers, [---] engagements
"Buying some $AGIO down here at $23. Looking for a quick flip on this overreaction"
X Link 2025-11-19T13:30Z [---] followers, [---] engagements
"Good summary here https://x.com/seedy19tron/status/1991139716930912256s=20 $agio under $23 right now I am dip buying $agio for the following reasons: - were in a market period where dips have consistently been bought. - like myself there are others that like it for the early stage pipeline who had been waiting on the sidelines to add - PDUFA https://x.com/seedy19tron/status/1991139716930912256s=20 $agio under $23 right now I am dip buying $agio for the following reasons: - were in a market period where dips have consistently been bought. - like myself there are others that like it for the"
X Link 2025-11-19T14:12Z [---] followers, [---] engagements
"$agio under $23 right now I am dip buying $agio for the following reasons: - were in a market period where dips have consistently been bought. - like myself there are others that like it for the early stage pipeline who had been waiting on the sidelines to add - PDUFA concern appears overdone: the product is already approved in Saudi Arabia and has received a positive CHMP opinion in Europe. The remaining U.S. uncertainty is largely confined to final labeling language and REMS structure rather than approvability itself imo - The upcoming NTD launch is underappreciated - The addressable NTD pt"
X Link 2025-11-19T13:41Z 14.2K followers, 37.5K engagements
"$NTLA Yep. $NTLA should trade lower than $14 IMO. https://t.co/C0PMdsmFdo $NTLA should trade lower than $14 IMO. https://t.co/C0PMdsmFdo"
X Link 2025-10-29T20:32Z [---] followers, [---] engagements
"$NTLA should trade lower than $14 IMO"
X Link 2025-10-27T13:27Z [---] followers, [----] engagements
"Now trading below $10 premarket $MLTX Not much liquidity in overnight trading but anyone who's holding $MLTX shares can (& probably should) dump them now as there's currently bids at $50. Doubt it stays that high tomorrow in premarket or when market opens when funds start dumping https://t.co/fsrQrzVGJ9 Not much liquidity in overnight trading but anyone who's holding $MLTX shares can (& probably should) dump them now as there's currently bids at $50. Doubt it stays that high tomorrow in premarket or when market opens when funds start dumping https://t.co/fsrQrzVGJ9"
X Link 2025-09-29T08:06Z [---] followers, [---] engagements
"Not much liquidity in overnight trading but anyone who's holding $MLTX shares can (& probably should) dump them now as there's currently bids at $50. Doubt it stays that high tomorrow in premarket or when market opens when funds start dumping"
X Link 2025-09-29T00:26Z [---] followers, [----] engagements
"With outmost respect to @StockJabber for his work exposing these frauds. But not really sure who the target audience is for these reports. Anyone with half a brain would not touch these frauds on the long side and anyone with a 1/4 of a brain would avoid them on the short side Ouch - should never short China names https://t.co/Kzzm5b0UKu Ouch - should never short China names https://t.co/Kzzm5b0UKu"
X Link 2025-08-22T16:48Z [---] followers, [---] engagements
"Ouch - should never short China names"
X Link 2025-08-22T15:16Z 14.3K followers, 63K engagements
"@MichaelWigginsO If that's not a big red flag I'm not sure what is. No legitimate firm does this. EVERY company that has played such games has seen their stock price plummet when reality kicks in. $ENVX will crash at some point but for now in this market fraud is bullish. No position atm"
X Link 2025-07-09T16:07Z [---] followers, [---] engagements
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