[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@convexititties](/creator/twitter/convexititties) "If transportation and delivery go autonomous how will $UBER make money I understand that the current narrative is that Uber is bullishly leaning into autonomy by forming partnerships with autonomous fleet operators like Waymo which sounds great at the surface. However why does Waymo or any other autonomous fleet operator need Uber The only argument Ive heard consistently is that because Uber already has millions of users. While this may have been extremely valuable in years past it has never been easier to rapidly scale users when you have a highly desirable product. We saw ChatGPT scale from"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1943226115335569831) 2025-07-10 08:29:43 UTC 2052 followers, 1513 engagements "We go down in a straight line till he flips bearish $oscr"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1946217860948242850) 2025-07-18 14:37:51 UTC 2054 followers, 3925 engagements "@notrusshanneman A lot of runway is right"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945570309630783920) 2025-07-16 19:44:43 UTC 2055 followers, XXX engagements "Let me make this nice and simple for you smooth brains. $OPAD peak EV / NTM rev multiple was 0.70x in October 2021. By the time it went public via SPAC in September of 2021 the CPI was X% and the housing market would peak shortly thereafter as mortgage rates rose sharply. That said $opad has never traded at a cyclical full multiple in my view. To that point $open traded as high as 5x in February 2021 during the housing boom. I ran the numbers to gauge the potential share price upside for $open and $OPAD at a range of EV / NTM revenue multiples from 0.5x-1.0x. Ill let the results speak for"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945563207885533683) 2025-07-16 19:16:30 UTC 2053 followers, 1136 engagements "The Tesla bear case came to fruition with the Elon/Trump breakup and BBB passage. That said what else is there that could drag Tesla stock down even further Other than a black swan event like a Robotaxi death Dont say continued falling auto sales like a midwit either. Then consider what could drive the stock higher: expected Robotaxi roll out in additional cities xAI merger and Optimus updates. The point Im trying to make is that Tesla stock is at a clear sentiment inflection point in my view. The market is at ATHs but the liquidity firehouse is still blasting at full force and I believe"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1944719021225410666) 2025-07-14 11:22:00 UTC 2055 followers, XXX engagements "Another day another dollar. I really struggle to see how this doesnt quickly head to at least $3/share $opad"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1942594084226379904) 2025-07-08 14:38:15 UTC 2054 followers, XXX engagements "The last time $tsla dipped below its moving averages immediately following a bullish 50/200 crossover the stock ran from $XXX to $XXX over the next X months. An identical run would put the share price at $XXX by mid-November. Everyone is bearish now that Elon broke up with Trump and the EV tax credit will be terminated what better time for a rally The liquidity spigot is still turned on and its only a matter of time before the narrative shifts back to the robotics projects and share price go up bigly. Food for thought"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1943007452749824080) 2025-07-09 18:00:50 UTC 2055 followers, 1489 engagements "I think $pepe will be at least XX% higher by August 1"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945893428019016160) 2025-07-17 17:08:40 UTC 2053 followers, 1010 engagements "2-handle 🔥 after doing some research I think that $OPAD could reasonably trade at 0.5x EV/ NTM sales. If NTM sales are $900M and net debt holds steady at $200M the implied market cap would be $250M or $9/share assuming constant share count"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945542824537022649) 2025-07-16 17:55:30 UTC 2054 followers, XXX engagements "@taobanker Preserving the relationship comes above all else because 1) the company is likely a client to your firm in some capacity (IB fixed income etc.) and 2) need to stay on managements good side to maintain corporate access which is the lifeblood"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1946222265500041668) 2025-07-18 14:55:21 UTC 2055 followers, XXX engagements "There is no good reason to ask hardball questions on a public call. Save it for the follow-up call. Softballs only on the public call"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1946217469548400889) 2025-07-18 14:36:18 UTC 2054 followers, 1246 engagements "Similarly I think that $open could reasonably trade at 0.75x EV /NTM sales as it has historically traded at a modest premium to $opad given its scale and the stocks liquidity at 20x larger market cap. If NTM sales are $5.5B and net debt holds steady at $2.0B the implied market cap would be $2.2B or $3/share assuming close start share count. Needless to say the risk-reward is more appealing for $opad in my opinion but the small market cap and low liquidity make it challenging for larger investors to participate. This is an ideal pond to fish in if you are a $10K position"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945546417722069090) 2025-07-16 18:09:47 UTC 2053 followers, XXX engagements "Perfect Scripts doesnt currently have a 503B pharmacy just 503A. 503A is b2c 503B is b2b so Hydreight will be their first b2b customer. I think Hydreight will get damn near cost because they invested to launch the operation and will be a massive customer immediately so they have a ton of leverage to negotiate. Its almost a gift that they chose them. Shane also said on a recent call that theyve negotiated with A LOT of different pharmacies so im sure it was a buyers market"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1944822787685658668) 2025-07-14 18:14:20 UTC 2055 followers, XXX engagements "Yes. $Goog has to buy cars from Jaguar or Hyundai then retrofit with out-of-house lidar then outsource the ride/delivery app aspect to Uber extremely inefficient versus Teslas full vertical integration and use of much cheaper vision versus lidar. If vision gets efficacious enough to gain widespread regulatory approval which I believe it will $tsla dominates the market in my view"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945631793916350569) 2025-07-16 23:49:02 UTC 2050 followers, XX engagements "Most of the shorts have a double digit cost basis. They had a great thesis that came to fruition but they got lazy/greedy and didnt close out their short positions as average trading volume dried up. Maybe it was a calculated risk and they assumed delisting was imminent. However Now the short interest ratio is XX days (but dropping as volume has recently picked up) and we have a real estate mogul president drum beating for rate cuts and a global liquidity surge thats just getting started fueling speculative bubbles. I think $OPAD runs to $5/share over the next couple months with upside"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1942974473537269972) 2025-07-09 15:49:47 UTC 2053 followers, XXX engagements "Who is left to sell $opad Nobody in their right mind is adding to their short at these levels and most longs have a cost basis that is way above the current share price. Seriously I only see buyers Tiny float too Am I retarded"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945840250690973876) 2025-07-17 13:37:22 UTC 2053 followers, 1498 engagements "Good place to start nibbling at $elf in my opinion. Ideally it bases around the 200DMA at $99-100 for a month or so to fill out the right shoulder of this inverse h&s creating an attractive technical setup. Stock has a bullish 50/200 DMA crossover about a week ago. Look at employment tax receipts that the bullish starfish posts the economy is strong. Very attractive long setup imo"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945485933455028723) 2025-07-16 14:09:26 UTC 2053 followers, XXX engagements "If $open hits $82/share the market cap would be $60B versus its peak market cap of $16B in 2021. Maybe it can hit $XX after a couple years of execution but not anytime soon in my opinion. I think $open quickly runs to $4/share (1.0x EV / NTM revenue) or +166% from yesterdays close at $XXXX. However I think its smaller peer $opad quickly runs to $15/share (0.75x EV / NTM Revenue) or +545% from yesterdays close at $2.32/share"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945815209236725778) 2025-07-17 11:57:52 UTC 2052 followers, 2723 engagements "Deal announcement 🚨: $NURS.V / $HYDTF announced today that it has entered into a strategic partnership with Texas-based Perfect Scripts LLC. Perfect Scripts LLC is the parent company to PerfectRx. The company currently owns a 503A retail dispensing mail order pharmacy (no 503B) but it is licensed to sell both 503A/B compounded medications D2C. Terms of the agreement ✍: 1) Hydreight will acquire X% of Perfect Scripts for 2.25M shares at at least $XXXX CAD/share. The $5.175M CAD stock investment values a Perfect Scripts at $103.5M. Between this transaction and the recent private placement"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1944737420353671179) 2025-07-14 12:35:07 UTC 2055 followers, 3332 engagements "lol someone said hold my beer and now its flat from +60%. Wild volatility massive volume. I think we still havent seen the highs. $opad"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945848258326098066) 2025-07-17 14:09:11 UTC 2053 followers, XXX engagements "Been the Greatest bull market ever and here Ive been with a third of my total capital in health care lmfao kms $oscr"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1946653448365072882) 2025-07-19 19:28:43 UTC 2055 followers, 2485 engagements "The time to load mog coin ahead of the next XXX% rip is running out"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1946885312510046275) 2025-07-20 10:50:04 UTC 2055 followers, XXX engagements "The 6/30 short interest data is now out. $OPAD short interest declined from 1.24M shares on 5/30 to 1.06M shares on 6/30 (-15%). The stock has gone up in a straight line since 6/30 so there has likely been additional short covering since then. Average daily volume since 6/30 has been 125000 shares. The true short interest ratio is likely X now so nothing too crazy"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1943650363132776955) 2025-07-11 12:35:32 UTC 2054 followers, XXX engagements "$open just tested its 200DMA. If $opad does the same it will hit $XXXX which is XX% above the current share price. Food for thought"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945481456655966250) 2025-07-16 13:51:39 UTC 2049 followers, XXX engagements "No added commentary $OSCR $UNH $ELV $MOH $CNC $HUM $IHF"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945133360210182352) 2025-07-15 14:48:26 UTC 2054 followers, 1648 engagements "Meme coin returns since April 7th. $pengu has led the pack followed by $mog $spx6900 $bonk then $fart. Legacy meme coins $doge and $shib have underperformed $eth and $btc over this period. $pepe is a head scratcher as it has barely outperformed $eth over this period and it is the only meme stuck below its May high. I generally think of $Pepe as the second best meme besides $mog. That said I expect $pepe to outperform the pack over the next couple weeks running in a similar fashion as $bonk did in the first half of July"  [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945908427999617361) 2025-07-17 18:08:17 UTC 2054 followers, 1024 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@convexititties
"If transportation and delivery go autonomous how will $UBER make money I understand that the current narrative is that Uber is bullishly leaning into autonomy by forming partnerships with autonomous fleet operators like Waymo which sounds great at the surface. However why does Waymo or any other autonomous fleet operator need Uber The only argument Ive heard consistently is that because Uber already has millions of users. While this may have been extremely valuable in years past it has never been easier to rapidly scale users when you have a highly desirable product. We saw ChatGPT scale from"
@convexititties on X 2025-07-10 08:29:43 UTC 2052 followers, 1513 engagements
"We go down in a straight line till he flips bearish $oscr" @convexititties on X 2025-07-18 14:37:51 UTC 2054 followers, 3925 engagements
"@notrusshanneman A lot of runway is right" @convexititties on X 2025-07-16 19:44:43 UTC 2055 followers, XXX engagements
"Let me make this nice and simple for you smooth brains. $OPAD peak EV / NTM rev multiple was 0.70x in October 2021. By the time it went public via SPAC in September of 2021 the CPI was X% and the housing market would peak shortly thereafter as mortgage rates rose sharply. That said $opad has never traded at a cyclical full multiple in my view. To that point $open traded as high as 5x in February 2021 during the housing boom. I ran the numbers to gauge the potential share price upside for $open and $OPAD at a range of EV / NTM revenue multiples from 0.5x-1.0x. Ill let the results speak for" @convexititties on X 2025-07-16 19:16:30 UTC 2053 followers, 1136 engagements
"The Tesla bear case came to fruition with the Elon/Trump breakup and BBB passage. That said what else is there that could drag Tesla stock down even further Other than a black swan event like a Robotaxi death Dont say continued falling auto sales like a midwit either. Then consider what could drive the stock higher: expected Robotaxi roll out in additional cities xAI merger and Optimus updates. The point Im trying to make is that Tesla stock is at a clear sentiment inflection point in my view. The market is at ATHs but the liquidity firehouse is still blasting at full force and I believe" @convexititties on X 2025-07-14 11:22:00 UTC 2055 followers, XXX engagements
"Another day another dollar. I really struggle to see how this doesnt quickly head to at least $3/share $opad" @convexititties on X 2025-07-08 14:38:15 UTC 2054 followers, XXX engagements
"The last time $tsla dipped below its moving averages immediately following a bullish 50/200 crossover the stock ran from $XXX to $XXX over the next X months. An identical run would put the share price at $XXX by mid-November. Everyone is bearish now that Elon broke up with Trump and the EV tax credit will be terminated what better time for a rally The liquidity spigot is still turned on and its only a matter of time before the narrative shifts back to the robotics projects and share price go up bigly. Food for thought" @convexititties on X 2025-07-09 18:00:50 UTC 2055 followers, 1489 engagements
"I think $pepe will be at least XX% higher by August 1" @convexititties on X 2025-07-17 17:08:40 UTC 2053 followers, 1010 engagements
"2-handle 🔥 after doing some research I think that $OPAD could reasonably trade at 0.5x EV/ NTM sales. If NTM sales are $900M and net debt holds steady at $200M the implied market cap would be $250M or $9/share assuming constant share count" @convexititties on X 2025-07-16 17:55:30 UTC 2054 followers, XXX engagements
"@taobanker Preserving the relationship comes above all else because 1) the company is likely a client to your firm in some capacity (IB fixed income etc.) and 2) need to stay on managements good side to maintain corporate access which is the lifeblood" @convexititties on X 2025-07-18 14:55:21 UTC 2055 followers, XXX engagements
"There is no good reason to ask hardball questions on a public call. Save it for the follow-up call. Softballs only on the public call" @convexititties on X 2025-07-18 14:36:18 UTC 2054 followers, 1246 engagements
"Similarly I think that $open could reasonably trade at 0.75x EV /NTM sales as it has historically traded at a modest premium to $opad given its scale and the stocks liquidity at 20x larger market cap. If NTM sales are $5.5B and net debt holds steady at $2.0B the implied market cap would be $2.2B or $3/share assuming close start share count. Needless to say the risk-reward is more appealing for $opad in my opinion but the small market cap and low liquidity make it challenging for larger investors to participate. This is an ideal pond to fish in if you are a $10K position" @convexititties on X 2025-07-16 18:09:47 UTC 2053 followers, XXX engagements
"Perfect Scripts doesnt currently have a 503B pharmacy just 503A. 503A is b2c 503B is b2b so Hydreight will be their first b2b customer. I think Hydreight will get damn near cost because they invested to launch the operation and will be a massive customer immediately so they have a ton of leverage to negotiate. Its almost a gift that they chose them. Shane also said on a recent call that theyve negotiated with A LOT of different pharmacies so im sure it was a buyers market" @convexititties on X 2025-07-14 18:14:20 UTC 2055 followers, XXX engagements
"Yes. $Goog has to buy cars from Jaguar or Hyundai then retrofit with out-of-house lidar then outsource the ride/delivery app aspect to Uber extremely inefficient versus Teslas full vertical integration and use of much cheaper vision versus lidar. If vision gets efficacious enough to gain widespread regulatory approval which I believe it will $tsla dominates the market in my view" @convexititties on X 2025-07-16 23:49:02 UTC 2050 followers, XX engagements
"Most of the shorts have a double digit cost basis. They had a great thesis that came to fruition but they got lazy/greedy and didnt close out their short positions as average trading volume dried up. Maybe it was a calculated risk and they assumed delisting was imminent. However Now the short interest ratio is XX days (but dropping as volume has recently picked up) and we have a real estate mogul president drum beating for rate cuts and a global liquidity surge thats just getting started fueling speculative bubbles. I think $OPAD runs to $5/share over the next couple months with upside" @convexititties on X 2025-07-09 15:49:47 UTC 2053 followers, XXX engagements
"Who is left to sell $opad Nobody in their right mind is adding to their short at these levels and most longs have a cost basis that is way above the current share price. Seriously I only see buyers Tiny float too Am I retarded" @convexititties on X 2025-07-17 13:37:22 UTC 2053 followers, 1498 engagements
"Good place to start nibbling at $elf in my opinion. Ideally it bases around the 200DMA at $99-100 for a month or so to fill out the right shoulder of this inverse h&s creating an attractive technical setup. Stock has a bullish 50/200 DMA crossover about a week ago. Look at employment tax receipts that the bullish starfish posts the economy is strong. Very attractive long setup imo" @convexititties on X 2025-07-16 14:09:26 UTC 2053 followers, XXX engagements
"If $open hits $82/share the market cap would be $60B versus its peak market cap of $16B in 2021. Maybe it can hit $XX after a couple years of execution but not anytime soon in my opinion. I think $open quickly runs to $4/share (1.0x EV / NTM revenue) or +166% from yesterdays close at $XXXX. However I think its smaller peer $opad quickly runs to $15/share (0.75x EV / NTM Revenue) or +545% from yesterdays close at $2.32/share" @convexititties on X 2025-07-17 11:57:52 UTC 2052 followers, 2723 engagements
"Deal announcement 🚨: $NURS.V / $HYDTF announced today that it has entered into a strategic partnership with Texas-based Perfect Scripts LLC. Perfect Scripts LLC is the parent company to PerfectRx. The company currently owns a 503A retail dispensing mail order pharmacy (no 503B) but it is licensed to sell both 503A/B compounded medications D2C. Terms of the agreement ✍: 1) Hydreight will acquire X% of Perfect Scripts for 2.25M shares at at least $XXXX CAD/share. The $5.175M CAD stock investment values a Perfect Scripts at $103.5M. Between this transaction and the recent private placement" @convexititties on X 2025-07-14 12:35:07 UTC 2055 followers, 3332 engagements
"lol someone said hold my beer and now its flat from +60%. Wild volatility massive volume. I think we still havent seen the highs. $opad" @convexititties on X 2025-07-17 14:09:11 UTC 2053 followers, XXX engagements
"Been the Greatest bull market ever and here Ive been with a third of my total capital in health care lmfao kms $oscr" @convexititties on X 2025-07-19 19:28:43 UTC 2055 followers, 2485 engagements
"The time to load mog coin ahead of the next XXX% rip is running out" @convexititties on X 2025-07-20 10:50:04 UTC 2055 followers, XXX engagements
"The 6/30 short interest data is now out. $OPAD short interest declined from 1.24M shares on 5/30 to 1.06M shares on 6/30 (-15%). The stock has gone up in a straight line since 6/30 so there has likely been additional short covering since then. Average daily volume since 6/30 has been 125000 shares. The true short interest ratio is likely X now so nothing too crazy" @convexititties on X 2025-07-11 12:35:32 UTC 2054 followers, XXX engagements
"$open just tested its 200DMA. If $opad does the same it will hit $XXXX which is XX% above the current share price. Food for thought" @convexititties on X 2025-07-16 13:51:39 UTC 2049 followers, XXX engagements
"No added commentary $OSCR $UNH $ELV $MOH $CNC $HUM $IHF" @convexititties on X 2025-07-15 14:48:26 UTC 2054 followers, 1648 engagements
"Meme coin returns since April 7th. $pengu has led the pack followed by $mog $spx6900 $bonk then $fart. Legacy meme coins $doge and $shib have underperformed $eth and $btc over this period. $pepe is a head scratcher as it has barely outperformed $eth over this period and it is the only meme stuck below its May high. I generally think of $Pepe as the second best meme besides $mog. That said I expect $pepe to outperform the pack over the next couple weeks running in a similar fashion as $bonk did in the first half of July" @convexititties on X 2025-07-17 18:08:17 UTC 2054 followers, 1024 engagements