[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.] [@JayApted](/creator/twitter/JayApted) "@Staudinger333 For comparison Palantir has a P/S ratio of about 116x: a current market cap of $XXXXX billion and annual sales (ttm) of $XXXX billion"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1947003555539300396) 2025-07-20 18:39:55 UTC 2882 followers, XX engagements "@Staudinger333 If you calculate the P/S ratio based on the company's 2026 expected revenues of $890M it's not really that outlandish at about 27x-28x. I took profits on my position after holding the stock since 2021 but I'm hoping for a slight pullback now so I can get back into it. $RKLB"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1946728406072111499) 2025-07-20 00:26:35 UTC 2880 followers, XXX engagements "$UNFI is getting crushed on the cyber attack news. I bought more shares again this morning @ $XXXXX but I'm only replacing shares I sold much higher earlier in the year"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1932815401353715779) 2025-06-11 15:01:16 UTC 2880 followers, XXX engagements "@ColtStock That's a pretty big bet on $PLTR if you're short 1400 shares. I don't see many people shorting $PLTR"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1947697847694245978) 2025-07-22 16:38:48 UTC 2883 followers, XX engagements "@JonahLupton $ARKF is up XXX% in the last XXX years"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1939757748943552769) 2025-06-30 18:47:40 UTC 2879 followers, XXX engagements "$UNFI trades back above $XXXXX a share in today's pre-market after the company provided a business update. I think the stock is headed back to the $30.00-$40.00 range sometime in the near future. I got some shares as cheaply as $XXXXX last month on all the negative publicity around the cyber attack incident"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1945472532359901353) 2025-07-16 13:16:11 UTC 2879 followers, XXX engagements "@XFinancialX 4/16/2021 It traded as $VACQ before it became $RKLB"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1947000044248318110) 2025-07-20 18:25:58 UTC 2885 followers, 1269 engagements "I didn't even know that $HUYA was paying out a special dividend until the cash hit my account yesterday. $HUYA paid a cash dividend of $XXXX per ADS with a payment date of June XX 2025 on top of a special dividend of $XXXX per ADS paid last October 2024. I approve of the company's use of its cash to pay out special dividends to shareholders The stock frequently trades with a negative enterprise value: the U.S. market considers the company to not even be worth the net cash it has on its balance sheet. May as well use the cash to reward shareholders"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1940032075366605036) 2025-07-01 12:57:45 UTC 2880 followers, XXX engagements "@10009nyny @S20ll $RKLB at $XXXXX was one of the great bargains I was seeing in the first week of April 2025. I had held the stock since early 2021. Hmm not even one like for $RKLB at $XXXXX. It closed on Friday at $XXXXX. Where were all my $RKLB supporters back in April"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1946663966110802046) 2025-07-19 20:10:31 UTC 2880 followers, XXX engagements "Look at all the volatility in the 1-year chart of AAR Corp $AIR. Can you imagine just holding the stock through all these swings without trying to trade the swings at all That is an ideal trading stock"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1905961025465176459) 2025-03-29 12:31:34 UTC 2880 followers, 2135 engagements "Interesting thread on $MMS. Not too many people know anything about this stock"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1946699941281222981) 2025-07-19 22:33:28 UTC 2880 followers, XXX engagements "I don't mind selling small portions of the $BAH and $SAIC positions; since I'm short $BAH $XXX and $SAIC $XXX puts I feel like I'm freeing up some cash in case the puts end up getting assigned"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1940759179897250260) 2025-07-03 13:07:00 UTC 2880 followers, XXX engagements "@SpaceInvestor_D I like CFRA. Thanks for sharing their report. That's interesting and encouraging that they project $RKLB swinging to profitability in Q3 of next year"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1946632259919806558) 2025-07-19 18:04:32 UTC 2879 followers, XXX engagements "United Natural Foods Inc. Provides Business Update $UNFI: "The Company estimates that the cyber incident will impact fiscal 2025 net sales by approximately $XXX to $XXX million net (loss) income by $XX to $XX million which includes the estimated tax impact and adjusted EBITDA by approximately $XX to $XX million. These estimates do not reflect the benefit of anticipated insurance proceeds which the Company expects will be adequate for the incident. The Company does not currently expect a meaningful operational or financial impact beyond the fourth quarter of fiscal 2025 aside from insurance"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1945456687382434031) 2025-07-16 12:13:13 UTC 2879 followers, XXX engagements "Nice +13.4% post-earnings move in $PERI today to hit its highest level since June X 2024. $PERI has been a pretty tough stock to hold long-term but the company just raised guidance for both revenues and adjusted EBITDA. The stock is up +55% from early April just over a month"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1922400386939551920) 2025-05-13 21:15:43 UTC 2880 followers, XXX engagements "@Gap40Life I'm totally happy with the decision I made because I wanted to use the cash from the special dividend for other things and didn't want to increase the level of my investment in $HUYA"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1945963150420918313) 2025-07-17 21:45:43 UTC 2880 followers, XXX engagements "I trimmed $COLM today @ $XXXXX for a $4.46/share gain since 6/3/2025"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1940153204353704339) 2025-07-01 20:59:04 UTC 2886 followers, XXX engagements "@Staudinger333 One positive impact that Palantir has had on me is that I don't think a P/S ratio of 27x-28x is too outlandish lol"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1946737098058268881) 2025-07-20 01:01:07 UTC 2880 followers, XXX engagements "I'm now out of $ARKF too @ $XXXXX today so I'm no longer holding any of the ARK ETFs. Both $ARKK and $ARKF have been phenomenal since early April. The cheapest $ARKF shares I've bought recently (I bought $ARKF in the teens in 2022) were purchased at $XXXXX on April X. From $XXXXX to $XXXXX today is +93.4%"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1946369078236729799) 2025-07-19 00:38:44 UTC 2880 followers, XXX engagements "@ColtStock I know what you mean. It's one of the worst bubble stocks I've ever seen"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1947764103600021630) 2025-07-22 21:02:04 UTC 2885 followers, XX engagements "I sold $BAH 7/18/2025 $XXX and $SAIC 7/18/2025 $XXX puts today: $BAH @ $XXXX & $SAIC @ $XXXX. I like selling puts as a way to add to existing positions when a stock is beaten down as both of these stocks are now b/c frequently the puts end up expiring worthless and I get to keep the premium. If the puts are exercised I'm fine with that too. Also tried to sell $AMTM 7/18/2025 $XX puts today but my asking price was too high. Will look at this trade again on Friday"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1935480049961943241) 2025-06-18 23:29:38 UTC 2880 followers, XXX engagements "I sold some of my $PERI today @ $XXXXX but only about 1/10th of the position"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1925648855736971413) 2025-05-22 20:23:58 UTC 2880 followers, XXX engagements "The powers that wanted to pin $BAH to a $XXXXXX share price and $RKLB to a $XXXXX share price for June options expiry did a pretty good job. $BAH ended up closing at $XXXXX and $RKLB at $30.04"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1936156697036198333) 2025-06-20 20:18:23 UTC 2880 followers, 2654 engagements "I'm lightening up on $COLM today @ $XXXXX. Pretty smallish position. I don't feel really strongly about this stock"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1942656243233112399) 2025-07-08 18:45:15 UTC 2886 followers, XXX engagements "I think I first became interested in AAR Corp $AIR around the time when they took away the U.S. State Department's Worldwide Aviation Support Services (WASS) contract from my former employer DynCorp who was the incumbent for about XX years beginning in 1992. That was a pretty big achievement for AAR Airlift Group and was unsuccessfully protested by DynCorp"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1943045862810062955) 2025-07-09 20:33:28 UTC 2880 followers, XXX engagements "@rogue_node @XFinancialX Right Vector Acquisition Corporation. Ticker was $VACQ. Sounds like you got in early too"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1947019429063057703) 2025-07-20 19:43:00 UTC 2882 followers, XX engagements "@Staudinger333 I almost decided to get back into $RKLB after getting out of it at $XXXXX when it dropped under $XXXXX today but I think it could go lower still. I definitely would be a buyer if it got down to around the $XXXXX level"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1947430212305883539) 2025-07-21 22:55:18 UTC 2885 followers, XXX engagements "A few positions I lightened up on today: $AIR @ $XXXXX $BAH @ $XXXXXX $MMS @ $72.56"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1940552272121155915) 2025-07-02 23:24:50 UTC 2880 followers, XXX engagements "I can remember a couple of times where I was doing so much buying I couldn't post all my trades which I normally try to do. One time was the COVID crash of 2020. Another time was the week after so-called Liberation Day in early April 2025. I was seeing a lot of great bargains in April like $AIR in the low $50s/high $40s and used up most of my cash. I've been taking gains and building the cash back up over the last month or two definitely trimming too early in a few positions"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1946649104647635443) 2025-07-19 19:11:28 UTC 2880 followers, XX engagements "$CACI is knocking on the door of being a $500+ stock again after being as low as $XXXXXX in February. I trimmed the $CACI position again today @ $XXXXXX a share"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1940511519646929162) 2025-07-02 20:42:53 UTC 2885 followers, XXX engagements "@stocksgoal20 Like I said in another post a forward P/S ratio of 27x doesn't bother me as much as it would have in the past. I've adjusted my way of thinking after looking at Palantir trade with a P/S of 116x. I want to have a position in $RKLB to have some exposure to the Neutron catalyst"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1947618545778434408) 2025-07-22 11:23:40 UTC 2883 followers, XXX engagements "I bought $COLM @ $XXXXX & @ $XXXXX today but only enough to replace shares sold @ $XXXXX last week & @ $XXXXX the week before. I think this a pretty inexpensive value stock but I'm doing buys now as if it could possibly go down to $52ish"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1945230279011926472) 2025-07-15 21:13:33 UTC 2880 followers, XXX engagements "@ColtStock I remember your $WING short. That was a great trade I think you'll be right on this one too eventually"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1947774904629088446) 2025-07-22 21:44:59 UTC 2885 followers, XX engagements "@DonnyPud @historyrock_ It's not that bad. I didn't say that it was bad. You can't really hear Robert that well because the backup vocals are so loud"  [@JayApted](/creator/x/JayApted) on [X](/post/tweet/1946745960282923167) 2025-07-20 01:36:20 UTC 2880 followers, XXX 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.]
@JayApted
"@Staudinger333 For comparison Palantir has a P/S ratio of about 116x: a current market cap of $XXXXX billion and annual sales (ttm) of $XXXX billion"
@JayApted on X 2025-07-20 18:39:55 UTC 2882 followers, XX engagements
"@Staudinger333 If you calculate the P/S ratio based on the company's 2026 expected revenues of $890M it's not really that outlandish at about 27x-28x. I took profits on my position after holding the stock since 2021 but I'm hoping for a slight pullback now so I can get back into it. $RKLB" @JayApted on X 2025-07-20 00:26:35 UTC 2880 followers, XXX engagements
"$UNFI is getting crushed on the cyber attack news. I bought more shares again this morning @ $XXXXX but I'm only replacing shares I sold much higher earlier in the year" @JayApted on X 2025-06-11 15:01:16 UTC 2880 followers, XXX engagements
"@ColtStock That's a pretty big bet on $PLTR if you're short 1400 shares. I don't see many people shorting $PLTR" @JayApted on X 2025-07-22 16:38:48 UTC 2883 followers, XX engagements
"@JonahLupton $ARKF is up XXX% in the last XXX years" @JayApted on X 2025-06-30 18:47:40 UTC 2879 followers, XXX engagements
"$UNFI trades back above $XXXXX a share in today's pre-market after the company provided a business update. I think the stock is headed back to the $30.00-$40.00 range sometime in the near future. I got some shares as cheaply as $XXXXX last month on all the negative publicity around the cyber attack incident" @JayApted on X 2025-07-16 13:16:11 UTC 2879 followers, XXX engagements
"@XFinancialX 4/16/2021 It traded as $VACQ before it became $RKLB" @JayApted on X 2025-07-20 18:25:58 UTC 2885 followers, 1269 engagements
"I didn't even know that $HUYA was paying out a special dividend until the cash hit my account yesterday. $HUYA paid a cash dividend of $XXXX per ADS with a payment date of June XX 2025 on top of a special dividend of $XXXX per ADS paid last October 2024. I approve of the company's use of its cash to pay out special dividends to shareholders The stock frequently trades with a negative enterprise value: the U.S. market considers the company to not even be worth the net cash it has on its balance sheet. May as well use the cash to reward shareholders" @JayApted on X 2025-07-01 12:57:45 UTC 2880 followers, XXX engagements
"@10009nyny @S20ll $RKLB at $XXXXX was one of the great bargains I was seeing in the first week of April 2025. I had held the stock since early 2021. Hmm not even one like for $RKLB at $XXXXX. It closed on Friday at $XXXXX. Where were all my $RKLB supporters back in April" @JayApted on X 2025-07-19 20:10:31 UTC 2880 followers, XXX engagements
"Look at all the volatility in the 1-year chart of AAR Corp $AIR. Can you imagine just holding the stock through all these swings without trying to trade the swings at all That is an ideal trading stock" @JayApted on X 2025-03-29 12:31:34 UTC 2880 followers, 2135 engagements
"Interesting thread on $MMS. Not too many people know anything about this stock" @JayApted on X 2025-07-19 22:33:28 UTC 2880 followers, XXX engagements
"I don't mind selling small portions of the $BAH and $SAIC positions; since I'm short $BAH $XXX and $SAIC $XXX puts I feel like I'm freeing up some cash in case the puts end up getting assigned" @JayApted on X 2025-07-03 13:07:00 UTC 2880 followers, XXX engagements
"@SpaceInvestor_D I like CFRA. Thanks for sharing their report. That's interesting and encouraging that they project $RKLB swinging to profitability in Q3 of next year" @JayApted on X 2025-07-19 18:04:32 UTC 2879 followers, XXX engagements
"United Natural Foods Inc. Provides Business Update $UNFI: "The Company estimates that the cyber incident will impact fiscal 2025 net sales by approximately $XXX to $XXX million net (loss) income by $XX to $XX million which includes the estimated tax impact and adjusted EBITDA by approximately $XX to $XX million. These estimates do not reflect the benefit of anticipated insurance proceeds which the Company expects will be adequate for the incident. The Company does not currently expect a meaningful operational or financial impact beyond the fourth quarter of fiscal 2025 aside from insurance" @JayApted on X 2025-07-16 12:13:13 UTC 2879 followers, XXX engagements
"Nice +13.4% post-earnings move in $PERI today to hit its highest level since June X 2024. $PERI has been a pretty tough stock to hold long-term but the company just raised guidance for both revenues and adjusted EBITDA. The stock is up +55% from early April just over a month" @JayApted on X 2025-05-13 21:15:43 UTC 2880 followers, XXX engagements
"@Gap40Life I'm totally happy with the decision I made because I wanted to use the cash from the special dividend for other things and didn't want to increase the level of my investment in $HUYA" @JayApted on X 2025-07-17 21:45:43 UTC 2880 followers, XXX engagements
"I trimmed $COLM today @ $XXXXX for a $4.46/share gain since 6/3/2025" @JayApted on X 2025-07-01 20:59:04 UTC 2886 followers, XXX engagements
"@Staudinger333 One positive impact that Palantir has had on me is that I don't think a P/S ratio of 27x-28x is too outlandish lol" @JayApted on X 2025-07-20 01:01:07 UTC 2880 followers, XXX engagements
"I'm now out of $ARKF too @ $XXXXX today so I'm no longer holding any of the ARK ETFs. Both $ARKK and $ARKF have been phenomenal since early April. The cheapest $ARKF shares I've bought recently (I bought $ARKF in the teens in 2022) were purchased at $XXXXX on April X. From $XXXXX to $XXXXX today is +93.4%" @JayApted on X 2025-07-19 00:38:44 UTC 2880 followers, XXX engagements
"@ColtStock I know what you mean. It's one of the worst bubble stocks I've ever seen" @JayApted on X 2025-07-22 21:02:04 UTC 2885 followers, XX engagements
"I sold $BAH 7/18/2025 $XXX and $SAIC 7/18/2025 $XXX puts today: $BAH @ $XXXX & $SAIC @ $XXXX. I like selling puts as a way to add to existing positions when a stock is beaten down as both of these stocks are now b/c frequently the puts end up expiring worthless and I get to keep the premium. If the puts are exercised I'm fine with that too. Also tried to sell $AMTM 7/18/2025 $XX puts today but my asking price was too high. Will look at this trade again on Friday" @JayApted on X 2025-06-18 23:29:38 UTC 2880 followers, XXX engagements
"I sold some of my $PERI today @ $XXXXX but only about 1/10th of the position" @JayApted on X 2025-05-22 20:23:58 UTC 2880 followers, XXX engagements
"The powers that wanted to pin $BAH to a $XXXXXX share price and $RKLB to a $XXXXX share price for June options expiry did a pretty good job. $BAH ended up closing at $XXXXX and $RKLB at $30.04" @JayApted on X 2025-06-20 20:18:23 UTC 2880 followers, 2654 engagements
"I'm lightening up on $COLM today @ $XXXXX. Pretty smallish position. I don't feel really strongly about this stock" @JayApted on X 2025-07-08 18:45:15 UTC 2886 followers, XXX engagements
"I think I first became interested in AAR Corp $AIR around the time when they took away the U.S. State Department's Worldwide Aviation Support Services (WASS) contract from my former employer DynCorp who was the incumbent for about XX years beginning in 1992. That was a pretty big achievement for AAR Airlift Group and was unsuccessfully protested by DynCorp" @JayApted on X 2025-07-09 20:33:28 UTC 2880 followers, XXX engagements
"@rogue_node @XFinancialX Right Vector Acquisition Corporation. Ticker was $VACQ. Sounds like you got in early too" @JayApted on X 2025-07-20 19:43:00 UTC 2882 followers, XX engagements
"@Staudinger333 I almost decided to get back into $RKLB after getting out of it at $XXXXX when it dropped under $XXXXX today but I think it could go lower still. I definitely would be a buyer if it got down to around the $XXXXX level" @JayApted on X 2025-07-21 22:55:18 UTC 2885 followers, XXX engagements
"A few positions I lightened up on today: $AIR @ $XXXXX $BAH @ $XXXXXX $MMS @ $72.56" @JayApted on X 2025-07-02 23:24:50 UTC 2880 followers, XXX engagements
"I can remember a couple of times where I was doing so much buying I couldn't post all my trades which I normally try to do. One time was the COVID crash of 2020. Another time was the week after so-called Liberation Day in early April 2025. I was seeing a lot of great bargains in April like $AIR in the low $50s/high $40s and used up most of my cash. I've been taking gains and building the cash back up over the last month or two definitely trimming too early in a few positions" @JayApted on X 2025-07-19 19:11:28 UTC 2880 followers, XX engagements
"$CACI is knocking on the door of being a $500+ stock again after being as low as $XXXXXX in February. I trimmed the $CACI position again today @ $XXXXXX a share" @JayApted on X 2025-07-02 20:42:53 UTC 2885 followers, XXX engagements
"@stocksgoal20 Like I said in another post a forward P/S ratio of 27x doesn't bother me as much as it would have in the past. I've adjusted my way of thinking after looking at Palantir trade with a P/S of 116x. I want to have a position in $RKLB to have some exposure to the Neutron catalyst" @JayApted on X 2025-07-22 11:23:40 UTC 2883 followers, XXX engagements
"I bought $COLM @ $XXXXX & @ $XXXXX today but only enough to replace shares sold @ $XXXXX last week & @ $XXXXX the week before. I think this a pretty inexpensive value stock but I'm doing buys now as if it could possibly go down to $52ish" @JayApted on X 2025-07-15 21:13:33 UTC 2880 followers, XXX engagements
"@ColtStock I remember your $WING short. That was a great trade I think you'll be right on this one too eventually" @JayApted on X 2025-07-22 21:44:59 UTC 2885 followers, XX engagements
"@DonnyPud @historyrock_ It's not that bad. I didn't say that it was bad. You can't really hear Robert that well because the backup vocals are so loud" @JayApted on X 2025-07-20 01:36:20 UTC 2880 followers, XXX engagements