Economy stonks v22, infrastonksture

[rob mafia]

it's comical how the people on cnbc seem to always get semis wrong.

like, yeah. the run of nvda has been insane. but this dumbass is arguing that intel making GPUs for gamers is somehow some huge blow to nvidia and then rambled on about how nvidia makes the absolute best gaming cards (not really). not a word about datacenter/ai/software...

morons. if you want to criticize the valuation, sure. but intel selling some low grade GPUs during this unprecedented gpu demand? lolwut?

on cnbc, it's basically stacy rasgon and... everyone else. he's been the only one to have a fucking clue. i don't even know where they get these retards from or why THEY'RE the ones selected.

 

[brackis1]

lol I shoulda shorted those SPACs I told yall to sell both down like 15-20% since afters yesterday

 

[Gas121]

lol I shoulda shorted those SPACs I told yall to sell both down like 15-20% since afters yesterday

Sold out the gate in OPFI.

Off loaded 1500 shares of SFT. The drop is brutal considering the company revenue is more than the market cap.

It’s looking great for a swing trade here. Expecting a reversal in two weeks once they crush the options, the set up is looking tasty on this one around here.

 

[rob mafia]

lolz, and then a dividend boomer fund pumps amd.



this market...

<[analyzed}>

 

[rob mafia]

rmo has earnings next week.

i can't tell if my weekly gravy train is up or not. it's been another great one to buy at $4 and then sell weeklies ($5c/4p)

 

[brackis1]

fuck me shoulda been more in GGPI.

 

[rob mafia]

why's the market melting up at 3+ as if it's next week?

 

[brackis1]

why's the market melting up at 3+ as if it's next week?

stonks bro.
Portnoy is innocent bro; everything up. (I shorted ROOT after watching Goco bleed)

 

[Gas121]

Ggpi mooning. This really is EV mania. Just buy anything named EV and profit lol. Even garbage EV is hot property.

 

[rob mafia]

stonks bro.
Portnoy is innocent bro; everything up. (I shorted ROOT after watching Goco bleed)

i got trapped in root.

the options are fucking stupid. i have no idea why (it should have iv crushed). so my shares are locked up. oh, well. i guess i can let it ride for a while...


edit: and funny enough, mile did the opposite - the iv crush just wiped out all calls, basically. there's no premiums in anything.

 

[brackis1]

jesus fucking GGPI thought we'd get a dip today with RIVN and was gonna buy close

 

[rob mafia]

and tmc's now moving (again).

i increased my position earlier, but not by much.


edit: lolz @ cnbc talking about "scarcity factor" of the super scarce ev stocks.

 

[brackis1]

rob should been buying CELH puts lol

 

[rob mafia]

rob should been buying CELH puts lol

i sat there for a couple seconds wondering why that ticker sounds familiar. lolz.

holy shit, i can't believe it went to 110.

even the current price is (WAY) higher than the puts i was playing with. god damn. i obviously stopped paying attention to it.

 

[kahiljabroni]

Sold out the gate in OPFI.

Off loaded 1500 shares of SFT. The drop is brutal considering the company revenue is more than the market cap.

It’s looking great for a swing trade here. Expecting a reversal in two weeks once they crush the options, the set up is looking tasty on this one around here.

Damn...that stock is despised by Wallstreet for some reason. What's the deal.

 

[kahiljabroni]

Abnb crushing it today + 8%. Really wanted to add to my position but was hoping for pullback to 180...didn't happen.

Figs beat and raised guidance and sold off 20%....I doubled my position and bought some calls at the intraday low yesterday.

Downside I'm still holding ttcf bags and they delayed earnings last minute. Obviously it tanked further

 

[brackis1]

going short DASH here.
Insane valuation.
All stock takeovers for 8bil on market share acquisition seems absurd when lyft trading @ 17 bil

Wayyy too big a valuation for the off-brand overpriced delivery co.

 

[Gas121]

Damn...that stock is despised by Wallstreet for some reason. What's the deal.

Eh its been shorted to oblivion and the big boys are killing options before they let the stock take off IMO. Also lock up period Monday so added selling pressure. Its a weird stock - I've been trading it all year and made some decent bank on it, same old pattern. Its at all time lows now.

In heavily with shares with a decent average at $6.60. Will wait patiently and look for the lock up sell off early in the week before loading the truck. The set up looks great for a swing.

 

[Revolver]

Bought another short squeez spac merger Seah. Killed it with agc and already up 5% on shares. Wish I had bought calls as well.

 

[Gas121]

jesus fucking GGPI thought we'd get a dip today with RIVN and was gonna buy close

Ah, more 'hot garbage' in the EV sector. But at least they have some kind of revenue lol. This should maybe 5x-10x from here very easily considering the following:

$GGPI (Polestar) - $20b Valuation - sold and delivered over 10,000 cars in 2020.

Now let's at current valuations of some other EV companies.

$RIVN - $110b valuation - 42 cars delivered (mainly to employees) - Expects to spend over $1b this quarter to make $1m in revenue.

Some kind of joke?

$FSR - +$6b valuation - It expects to deliver 700 vehicles by 2023 (another 2 years). $0 revenue.

Wait, wut? 700 vehicles in two years?

$LCID - +$71b valuation - It expects to deliver 577 cars in 2021 with only 13,000 reservations. $76m revenue

Erm, is that it?

Nuts.