pillwaz
1.1K posts
pillwaz
@willpaz_
Sr AI & Data @dexerto Lifelong gamer, dad, builder, investments
Canada Bergabung Temmuz 2020
575 Mengikuti419 Pengikut
@AgenticSumer Yeah, always assumed more dilution was coming - took your numbers and chopped 25% off them as targets.
It's the same pattern every single one of it's peers followed, before they went live and went 10x.
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$AIB BlockchAIn priced a public offering to raise $55 million by selling new shares to investors.
Management decided they needed more money to grow the business (power deals, team, etc.). Because the stock price was already weak, they had to sell a large number of new shares at a low price ($1.65) to raise the $55 million.
This has been very dilutive to shareholders and I’m dissapointed. Having said that: fair value after dilution (june 8th) points to $11-$13 according to my model.
leki ⚔️@mkfilko
Hello monkeys, was just staring at the $IQE chart and found something. Perhaps we are in a bull flag breakout and re-test pattern here instead of the previously wedge pattern I described earlier. The only note of caution is that the "breakout" we had was on relatively flat volume. So we really need to see volume come in to confirm this move. If not it's fake. Just wanted to share just as food for thought, but it's not a high conviction read on the chart.
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@CKCapitalxx 100% cash silly move, trimming and decent cash position? paying off right now - looking for dips to buy
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Can’t believe i really saw people on X going 100% cash saying the market was gonna crash after 1 bad day.
Cant make this up.
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Yesterday hurt to see things going up but glad I held my conviction here, in a really good spot to start buying some discounts.
pillwaz@willpaz_
Probably gonna sit heavy cash until after IPO season unless something else changes. I don’t have the alpha, brain, or skills to navigate the short term volatility. I’ll continue to hold my conviction plays $PENG, $MDA, $OUST, $NBIS and hang out until better weather.
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Yeah been looking at it more this morning - my honest take is we see a slight software/software-infra sell-off off that back of these moves today. I think there's too much pent up pain that software holders had to endure and they will look to sell into this momentum. I will buy into that dip - targeting end of the week/early next week.
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@ToddWel51381118 State of the market, it’s gonna be a choppy hold till we get news.
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Pretty brutal round-trip for $AIB today ripping over 20% at one point and now flat, what happened for those that hold?
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Adding to $MDA at $40, will continue to add if it dips into high $30's
pillwaz@willpaz_
The SpaceX IPO fear + continued space interest is going to push alternative space stocks up as long as (1) real orbital Data Center deliveries start happening and (2) macro continues being bullish. I like $MDA for the lower multiple, Canadian discount, legacy status, and history of execution with satellites. That said, fears include a larger space sell-off, more rockets blowing up on TV, etc... I might eat some pain in the short term but I'm happy with a low $40's average cost. $RKLB, $RDW, $BKSY, $SPIR, $PL
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Anyone who surfed the early web between 1995-2010.
What’s the one website/app you still think about?
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