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@KevinLMak Avatar @KevinLMak Kevin Mak

Kevin Mak posts on X about $sphr, bloomberg, $asts, $corzq the most. They currently have XXXXXX followers and 1007 posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence finance stocks currencies

Social topic influence $sphr #1, bloomberg #39, $asts #160, $corzq #1, $corz #43, $rcat #46, outlook, debt, oz, balanced

Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) CORE SCIENTIFIC INC (CORZQ) Core Scientific, Inc. Common Stock (CORZ) Robinhood Markets, Inc. (HOOD) CoreWeave, Inc. (CRWV)

Top Social Posts #

Top posts by engagements in the last XX hours

"Disclosure: I'm long shares of SPHR and short November Puts"
X Link @KevinLMak 2025-10-15T19:51Z 22.9K followers, 4582 engagements

"$SPHR To clarify my use of the word "weak" refers to your outlook on the company not the quality of the write up. But yes I think the rationale is not well substantiated. Specifically: a) MSGN is not a real catalyst. The equity contribution to the parent is near-zero in most/all scenarios because of the non-recourse nature of the remaining debt and the warrants/payments/etc associated with the upside scenarios. b) You note 'From the Edge being planned to take over from WoZ'. This isn't happening. They're not going to turn WOZ off and turn FTE on. It will be some sort of revenue mix (like"
X Link @KevinLMak 2025-10-06T03:39Z 22.9K followers, 29.8K engagements

"I said theres was a 20-30% chance wizard oz flops in August. It didnt. Ive also said the stock falls if theres a recession or if live nation builds a competing venue. Despite these attempted balanced disclosures in my opinion: the risk factors of consumers suddenly changing their minds and not buying tickets to something that has a history of established demand is monumentally different from the risk factors of a company that doesnt have a working scaled commercial product yet nor any consumer revenues. But thats just my crazy opinion that probably hold no real substance. ASTS has plenty of"
X Link @KevinLMak 2025-10-12T18:12Z 22.9K followers, 4417 engagements

"$EVLV Following this one down the rabbit hole a bit more. Short interest via IHS Markit shows about 2.5M shares have been covered in the last X days. The data COULD be wrong/deceptive but my experience is it's usually pretty good so I should assume it's correct. 16M shares have traded in that period that 2.5M out of 16M shares is a pretty significant amount (16%) that's essentially one sided bonafide buying. Keep in mind a fair bit of the 16M is daytrade/algos just churning share with net-zero accumulation/disposition. So the 2.5M short covering is a lot more than XX% of "true volume""
X Link @KevinLMak 2025-05-09T02:45Z 22.9K followers, 11.3K engagements

"$SPHR Bloomberg interview with Irving Azoff last week. Azoff is basically the "godfather of the music industry". If pretty much anything is happening in the industry Azoff is either involved with it or aware of it. Azoff reveals tons of subtle "inside baseball" about Sphere's deals coming up with lots of big players content holders franchises etc. He reveals the plan for groundbreaking Abu Dhabi is January 1st which hasn't been previously announced. Azoff wants to get X mini spheres built. He's talking about a site that they've selected and are trying to get approvals for in Chicago. (And"
X Link @KevinLMak 2025-10-15T19:24Z 22.9K followers, 18.8K engagements

"$ASTS Extremely impressive strength on the tape today despite the ATM offering and the general malaise around retail/momo/growth stocks AND the Scotia downgrade. I don't think it's short covering or momentum trading I think it's catch-up buying on the fundamental/story side. Still hanging tight with my X% weight. My X% trim at $XX has meant missing out on $500k of gains. AND COUNTING😎"
X Link @KevinLMak 2025-10-07T19:07Z 22.9K followers, 34.2K engagements

"$CORZQ For you market microstructure/corporate action wonks out there this is a doozie Buying shares today will either get you: A) one newco share worth about $XXXX B) one newco share plus warrants all together worth about $1.30+ C) absolutely nothing $X Company disclosure on the topic since last night has been contradictory without any independent verification. The issue is whether this is being handled on a settle date or trade date basis and the info the company has said seems to contradict both possible options. Its a fun one. I sold my shares this morning north of $X and now Ive bought"
X Link @KevinLMak 2024-01-23T17:18Z 22.9K followers, 8102 engagements

"$CORZ + CRWV Took a break from this position (I.e. closed out all of my spreads options etc) a bit ago as the dust settled a bit. Revisiting this I've recently put on a X% long equity position in $CORZ outright. Here's my updated thoughts - HPC demand has improved not softened in the past few weeks. I think that puts increased pressure on CRWV to make sure this deal gets done. - HPC comps (IREN/WULF/APLD etc) have all traded up dramatically. I think this means CORZ shareholders have more bargaining power to try to extract the full $XXXXX out of the CRWV deal. - With HPC comps up there's more"
X Link @KevinLMak 2025-09-26T15:11Z 22.9K followers, 10.8K engagements

"$ASTS Pretty amazing that the short interest continues to climb. They think dumb meme/momo retail is buying this. I'm pretty sure that's not the case. Datasource: IHS Markit"
X Link @KevinLMak 2024-08-09T13:51Z 22.9K followers, 35K engagements

"@kingtutcap @CatSE___ApeX___ Hate to break it to you but ASTS does not stand apart from other D2C competitors with respect to balance sheet robustness I can think of at least one major competitor who has them dwarfed in terms of access to liquidity"
X Link @KevinLMak 2025-10-12T01:25Z 22.9K followers, 7566 engagements

"Doing some research to comp equity markets. 🫧 (Jokes aside Seriously a great show for people with young families)"
X Link @KevinLMak 2025-10-12T20:27Z 22.9K followers, 8937 engagements

"Yea this is the incorrect way to look at it but very common. A cash secured put is very similar to a GTC buy order with two key exceptions you CAN cancel a gtc order and you benefit from a better fill price if the market gaps down overnight. These differences are crucial because its what youre getting paid for (via collecting the premium). So its not the same thing except youre collecting a premium its youre collecting a premium because youre taking more risk. Its a small but extremely important difference. Because implicitly (and explicitly in your comment) youre only selling the put if the"
X Link @KevinLMak 2025-10-09T05:10Z 22.9K followers, 8563 engagements

"In terms of becoming more institutionally recognized and investable Fidelity recently added Luckin to their non-China funds. FBGRX - Fidelity Blue Chip Growth Fund has disclosed XXX total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 80104602685 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). FBGRX - Fidelity Blue Chip Growth Funds top holdings are NVIDIA Corporation (US:NVDA) Inc. (US:AMZN) Microsoft Corporation (US:MSFT) Apple Inc. (US:AAPL) and Meta Platforms Inc. (US:META) . FBGRX - Fidelity Blue Chip"
X Link @KevinLMak 2025-10-15T14:49Z 22.9K followers, 4011 engagements

"$RCAT New highs on the total shares borrowed (shorted) according to IHS Markit. Avg borrow rate is below previous peak because when borrow rates spike more lenders bring in inventory which increases supply (and reduces the rate). Implied Vols are low relative to the past X weeks which is interesting because I think we should see some announcements in the coming weeks and the short outstanding generally adds volatility so IV's may actually be a bit cheap here (hah at 125%). Recent DJI news (removing geofencing) probably slightly net positive for RCAT. I think full DJI ban is happening"
X Link @KevinLMak 2025-01-15T19:51Z 22.9K followers, 8821 engagements

"This was me. The idea is that it's really hard(impossible)* to see us with a negative/bad print for Q3 earnings. Maybe it's a "sell the news" earnings event but even so I firmly believe the company would be buying back stock in the low 50's which would cushion losses on this trade if they were to occur. In other words I think the left tail of the distribution is far less likely than what the options IV implies so I'm selling that tail. Maybe the put is worth $XXXX ish as my "fair value" and market price is $XXXX so $XXXX alpha x 1000 contracts = $165k or a little more than XX bps of"
X Link @KevinLMak 2025-10-08T15:25Z 22.9K followers, 99.8K engagements

"Interesting dynamic as markets rip all time highs tons of low quality stuff rallying to nosebleed levels. Some companies are in the process of fundamental rerates. Despite very solid fundamentals justifying the price levels (and potentially much higher) its easy to assume theyre just up because everything else is and ignore them. ABVX comes to mind as it jumped from $XX to $XX and many would say well I missed the move but the value of the drug is in the $XXX range. Buying at $XX after the news still allowed a dramatic amount of value (derisked too) for those willing to take a closer look."
X Link @KevinLMak 2025-09-20T14:17Z 22.9K followers, 62.4K engagements

"Fun fact if you traded $CORZQ in the last two days there was a XXXX% chance I was your counterparty :) (Playing around with a market making bot. or just clicking a lot)"
X Link @KevinLMak 2024-01-12T05:27Z 22.9K followers, 4058 engagements

"Most space mobbers (retail in general) have a portfolio ie Schwab account robinhood account etc that is probably less than X% of their net worth(house savings 401k etc) and that account may be XXX% invested in ASTS. In that case your allocation is sub 5%. Portfolio allocations should be calculated based on your % of net wealth. Not based on the amount in the account. Even if you have XXX% of your IRA/etc in ASTS thats probably less than XX% of your net wealth"
X Link @KevinLMak 2025-10-02T20:42Z 22.9K followers, 5307 engagements

"$RCAT This stock is now squeezing. The borrow rate is up from X% to XX% on IBKR. IHS Markit reports the daily short interest is up to 13.8M shares from 8.6M. Basically when WSB meme'd it on Sunday/Monday lots of people shorted the pop because it's "bullshit". That's partially true but there is a fundamental story here (whether you believe it or not) and at the end of the day the Short interest is going to have a tough time financing the position if they want to stay short for a prolonged period of time. IMO no good reason for the stock to be up so much today other than short covering. (Maybe"
X Link @KevinLMak 2024-12-19T20:31Z 22.9K followers, 39.7K engagements

"Nearly every company refers almost entirely to past tense companies that have failed. These are irrelevant to today. What matters today is current competition. Starlink has a $200B+ valuation and can raise billions by snapping a finger. It is a current competitor that like it or not has a current operational lead over ASTS. (Which yes ASTS will potentially leap frog fingers crossed.) Talking about ASTS balance sheet advantage in comparison to old failed companies instead of in the context of current competition is insincere at best. And IF just IF we want to make this a ASTS will succeed"
X Link @KevinLMak 2025-10-12T06:09Z 22.9K followers, 3146 engagements

"This post got a lot of traction so I want to circle back on it and go over more concepts. Mainly because I absolutely hate "cash secured put selling for yield" type of "strategies" and want to firmly dispel that notion on this trade here. When you're buying or selling an option you're betting on future volatility of the stock. Volatility is typically expressed as a distribution. (Black curve below) What implied volatility is basically pricing is how "fat" the distribution is. How likely is it that a stock could move up or down 10-20% etc. When there's earnings coming up the "IV ramps" because"
X Link @KevinLMak 2025-10-09T03:26Z 22.9K followers, 42.1K engagements

"Mental advice is to train your brain to not think about things that arent relevant to the task at hand. Your goal is to make the NEXT DOLLAR. The dollar or ten or thousand that you lost or made yesterday is irrelevant. There may be some knowledge and lessons that come from past trades but thats separate from the actual dollar gains or losses. Honestly- learning how to gamble profitably (poker card counting etc) is a really good way to learn to ignore results (which are noisy) and only focus on process"
X Link @KevinLMak 2025-10-13T00:25Z 22.9K followers, 2674 engagements

"$CORZ CoreWeave (NASDAQ:CRWV) CEO Michael Intrator said the Core Scientific (NASDAQ:CORZ) deal "represents the value for them" he said in an interview with Bloomberg TV on Tuesday. This has some people spooked and the arb spread (premium) for CORZ has fallen dramatically in the last XX hours. I'd caution that him saying that is largely expected it doesn't make sense to increase the bid right now (wait until the last minute and only do it if you have to do it). As a comp here's the Cenovus announcement that just happened this morning. Cenovus Energy Inc. raised its takeover offer for MEG"
X Link @KevinLMak 2025-10-08T18:08Z 22.9K followers, 13.1K engagements