Turd🅰️Ferguson
611 posts


@Reformed_Trader @TommyC392000 India should never have banned Jane St, now they over here fucking us all up.
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@BeenThereCap Let me guess you’re 60+ and shorting the hole at lowest rsi in 2 years 🤣 you might get lucky because the big boys can eff around but I hope you lose it all
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Coincidentally, someone on Value Investors Club just posted a new $ASTS short pitch today, 35% below my short price. The thesis is:
1. Launch guidance is impossible and will be lowered or abandoned as soon as the 1Q call/10Q.
a. Satellite parts supply shortages
1/x
₿ΞΞnThereDoneThat Capital 賢い@BeenThereCap
$ASTS - how it started (for my trading), and how it's going. I expect more $ASTS downside in coming months as the SpaceX IPO sucks traders' attention and $$ away and the SpaceX business becomes a more obvious competitive threat.
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Ugly day for two big retail names, $SOFI & $HOOD.
Amazing day for the AI Infra plays that continue to crush earnings like $BE $STX $NXP.
I think the broader question here, at this stage of the rally from the lows, is do you think there is an opportunity cost at being in a loser and transitioning it for a winner.
The loser, if the company is doing well, usually gets the dip buy because the price is a better bargain.
This market is rewarding the winner, even if the earnings multiple is massive (like Intel) or there barely are any earnings (like Bloom) as long as the trajectory continues to show that they will keep winning.
So, would you sell all your $SOFI to buy a $SNDK or $MU here?
I’m not sure many would, but so far fintech and software have continued to dip even with good earnings as the market simply has rotated to companies that keep putting up strong numbers.
Just not sure many have the stomach to buy a chart up 3-4x YTD and sell their bags in fundamentally strong companies just to be in the current winning trade.
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@BenJawanda Not a chance in hell, if they mention more capex shit will tank again. Management feels lost
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@penzionerishte We shall see how long they have the nuts to keep doing this. 🫡
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@TurdFergusnv When the big guys are over with their harvest to the south, they will turn it 180 degrees 🙂
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@ASTS_SpaceMob We are losing big time lol management asleep too
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$ASTS IS MORE SHORTED THAN EVER BEFORE…..
Anp🅰️nman@spacanpanman
$ASTS: Short sellers are piling in just ahead of May catalysts 😁 4/28: 63.7M - All Time High 4/27: 61.7M 4/24: 59.6M 4/23: 59.3M 4/22: 58.8M 4/21: 60.6M 4/20: 61M
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@penzionerishte I’m ready but 63m short shares is not ideal. I’ve seen so much shit since this was NPA in 2020 but this takes the cake. I’m sure you’ve been here awhile aw well
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@TurdFergusnv Nope, no worries, the company is stealth, it’s just the manipulation to the less popular side. Soon it will reverse and we’ll see a lot of “i told you so” posts.
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@penzionerishte We might’ve gotten effed here tbh, management asleep so they can get bought out for cheap asf
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@johan_sylw82158 we are losing big time, what you mean I’m wrong lmfao
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@TurdFergusnv Most of them. They like their bubble I guess.
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