Devin James

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Devin James

Devin James

@Jamesdevo72

Se unió Mart 2011
1K Siguiendo155 Seguidores
Devin James retuiteado
T1 Energy
T1 Energy@T1Energy·
Raw materials. Refined into energy.
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
The $SPCX hedging continues. Goldman Sachs #1 trader of advertised volume today across the most liquid space names: $ASTS $RKLB $PL If I was working on Goldman's prop desk, I'd be starting a long position in these names for the eventual unwind 😄
Anp🅰️nman tweet mediaAnp🅰️nman tweet mediaAnp🅰️nman tweet media
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
$ASTS: Interesting option expiry dynamic pointed out by Reformed. Investors were long quite a bit of June upside into the BlueBird8-10 and SpaceX IPO events. June expiry happens today since tomorrow markets are closed.
Reformed Tr🅰️der@Reformed_Trader

$ASTS a clear pattern of OPEX creating additional selling pressure. This is the 4th consecutive Friday with some of the largest declines at the first hour of trading. Option dealers must feel lucky

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Tut C🅰️pital
Tut C🅰️pital@kingtutcap·
$VELO: Lockheed Martin $LMT and L3Harris have invested a combined of more than $300M in additive manufacturing and automation. Lockheed is a longstanding Velo3D customer.. news.lockheedmartin.com/2026-06-03-Loc…
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
Picked up a starter in $HAWK for the post IPO pullback before a bounce higher trade. Research analysts have all initiated coverage w/ avg $39 PT.
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Ben Jawanda
Ben Jawanda@BenJawanda·
$ASTS holders- beside $ASTS what are you holding in your port.
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Devin James
Devin James@Jamesdevo72·
@tyler_bosserman @BenJawanda Curious why you think this is a binary bet? If the phase 2 read out isn’t great it will definitely hurt and affect the stock price but they still have more molecules in the pipeline and have partnerships that could bring in money down the road?
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Tyler Bosserm🅰️n
Tyler Bosserm🅰️n@tyler_bosserman·
I'm holding $ABCL. I think it's a generational company that has a fully integrated tech stack for discovering and developing antibodies which is unique in biotech. They are on the verge of validating their platform and this should help to re-rate the stock. Validation will come from abcl635, an antibody in phase 2 clinical trial that will have an efficacy read out in q3 (sep). They also have two other molecules in getting ready for human studies. This is a binary bet. They have about 650m of liquidity and 300m of buildings they own outright which they can tap if they need more money. They are trading at about 1.5b market cap. Good luck on your quest for the next 100 bagger!
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Devin James
Devin James@Jamesdevo72·
@thekookreport I’ll trade you my Tacoma for one of your porches so you can learn how to drive stick
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TheKOOKReport
TheKOOKReport@thekookreport·
Create personal challenges to take your mind off it. For me, the challenges for this year are: 1 - Six Pack (making progress) 2 - Stick Shift (haven't started) 3- Short Board (caught first legit biggish green wave and landed it yesterday...scared the hell out of me). The three "S's" of awesomeness. Focus your mind. Lock in. I'm often wrong, but I think $ASTS can go to $900 by next year. Remember, I'm an anonymous parody account with zero subject matter expertise.
Anp🅰️nman@spacanpanman

One of the hardest things to do in investing is to do nothing

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Anp🅰️nman
Anp🅰️nman@spacanpanman·
$ASTS: Mean reversion to $RKLB in process ASTS has traded at an average $7.34 premium to RKLB, which would put it at $137. Ideally RKLB just keeps ramping higher and higher and ASTS catches up.
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C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
Drone warfare is potent. 700,000 bpd knocked offline across 16 russian refineries so far this year. 40% of 🇷🇺western export halted In 6G the cellular networks will play a key defense role protecting western nations against similar attacks. Slava Ukraini Heroyam Slava! 🇺🇦💪🏼
Igor Sushko@igorsushko

🧵 💥 Russia: Ukraine struck the Ryazan Oil Refinery, one of the largest in the country with annual output of 17 million tons, representing 5% of Russia's total refining capacity.

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⚽️📡
⚽️📡@pennycheck·
Of the 337 stock purchases disclosed by the president today 212 (62%) are flagged as carrying material, identifiable government influence or oversight beyond ordinary corporate regulation. Full report at the link in the reply
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Kevin Xu
Kevin Xu@kevinxu·
what are we even doing here man
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ASTS Investors 🅰️
ASTS Investors 🅰️@ASTS_Investors·
B RILEY RAISES AST SPACEMOBILE PRICE TARGET TO $85 FROM $75 $ASTS
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Devin James
Devin James@Jamesdevo72·
@thekookreport Great news! I love the weekly. I look forward to telling my kids I spents years getting weekly investments lessons from a superstitions kook billonaire.
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Devin James
Devin James@Jamesdevo72·
@kingtutcap Can you explain? Or this just a reference to the Tulip bubble you lived through?
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Devin James
Devin James@Jamesdevo72·
@JackPrescottX Do we know when the Q3 readouts will be? Will it be during or after Q3
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Jack Prescott
Jack Prescott@JackPrescottX·
$ABCL running hot.. cooled off this afternoon. Like I said, I try not to rationalize short term moves like this and stay focused on the long term. A thought that crosses my mind is whether or not these data readouts on May 11 are/will be priced in. In my mind, idk why it wouldn’t be priced in already given management basically already said it’s strong. Guess we’ll find out. Again, IMO, it’s the ph2 readouts in Q3 the thing to really keep an eye on. At least for me. Anyway, at this point, whatever happens on May 11 will make me happy, really. If we fly, that’s great.. my position is fully built out. If we dump, that’s great too.. I’ll keep buying more shares going into Q3 readouts. Staying flat would be the least exciting scenario for me.. lol. Long and strong
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