ITR🅰️DER

1.1K posts

ITR🅰️DER banner
ITR🅰️DER

ITR🅰️DER

@DoYouKnowTiming

Small-cap theme trader. Nuclear, Space, Solar. I trade narratives before they become consensus. Research over noise. Conviction over leverage.

Katılım Ekim 2024
247 Takip Edilen136 Takipçiler
Sabitlenmiş Tweet
ITR🅰️DER
ITR🅰️DER@DoYouKnowTiming·
Seeing this many morons calling for $ASTS to go to $50 actually makes me more comfortable. Same thing happened last November when ASTS hit $50 — everyone was saying it would drop to $36. A month later it ran to $100. Same movie, different timeline.🤷
English
8
0
162
20.9K
Retail Mourinho
Retail Mourinho@retail_mourinho·
Seems like the AI bubble popped and we didn’t notice
Retail Mourinho tweet media
English
61
4
355
74.4K
Vivian
Vivian@Vivian193299·
半导体还有没有明天
中文
28
0
29
9.3K
ITR🅰️DER
ITR🅰️DER@DoYouKnowTiming·
I’d rather die than surrender. I won’t admit defeat. The company I believed in didn’t fail me—the market did. Wall Street’s games crushed retail, not the fundamentals. YES, I'M PREPARED TO DIE $ASTS
GIF
English
3
0
17
1.4K
Wave 3 Trades
Wave 3 Trades@wave3trades·
$ASTS The selling continues A triple bottom could be in play here We could really use the official J-LEO announcement this week...
Wave 3 Trades tweet media
English
28
10
257
24K
Say No To Trading
Say No To Trading@SayNoToTrading·
This is how the story usually goes. Notice how on this Thursday breakdown of earnings, $UNH is nothing but a footnote? That's because stock is back at $425 vs. $265. This time last year, it would be the #1 emphasized earnings that day. Despite the fact that company is just as relevant now as then. Which overdramatized sell-offs this year will look like that next year? Where their share prices recover, so no one focuses on their earnings anymore?
Say No To Trading tweet media
English
21
0
95
18.7K
YodaStocks
YodaStocks@YodaStockInvest·
When do you trim a stock?
English
40
1
27
12.4K
Wave 3 Trades
Wave 3 Trades@wave3trades·
$ASTS has fallen to the #18 most mentioned stock on X Down from #5 last week $GME is now ahead
Wave 3 Trades tweet media
English
12
2
93
16.5K
Florian
Florian@Florian_0707·
$ASTS Entry Zone: 30.19–52.35 $ Sell Zone: +270$ Short term bearish. Long term extremely bullish. Be patient.
Florian tweet media
English
8
10
105
16.4K
ITR🅰️DER
ITR🅰️DER@DoYouKnowTiming·
@Balloon_Capital 不过这也是个识别傻逼的办法,在主页互相艾特,互吹的,大概率都是傻逼
中文
0
0
3
52
🎈
🎈@Balloon_Capital·
有人给我发了这个,虽然大家现在慢慢知道 @Franktradinglog 是个SB了,但貌似还有人相信他P图出来的收益率。 这个Frank,原名摩卡星冰乐,是个满嘴谎言的骗子,我曾经写过一篇文章(在评论区)说他P图收益率的事情,那个一年50倍,只是骗韭菜交会员费而已。
🎈 tweet media
中文
15
2
91
7.2K
ITR🅰️DER retweetledi
🎈
🎈@Balloon_Capital·
hhuang老湿这么多年了,一点长进都没有啊🤡
🎈 tweet media
中文
18
3
138
16.3K
ITR🅰️DER
ITR🅰️DER@DoYouKnowTiming·
@Franktradinglog 还有信他付订阅费的蠢逼,是这些割韭菜的人还有生存空间的根源
🎈@Balloon_Capital

有人给我发了这个,虽然大家现在慢慢知道 @Franktradinglog 是个SB了,但貌似还有人相信他P图出来的收益率。 这个Frank,原名摩卡星冰乐,是个满嘴谎言的骗子,我曾经写过一篇文章(在评论区)说他P图收益率的事情,那个一年50倍,只是骗韭菜交会员费而已。

中文
0
0
1
24
ITR🅰️DER retweetledi
🎈
🎈@Balloon_Capital·
说金老湿是个太监,有人质疑吗?😂
🎈 tweet media
中文
16
3
78
10K
Morris
Morris@Morris_LT·
创伤不是靠“更多的爱”修复的,而是靠削弱创伤回路、重建感受爱的能力;当大脑长期被训练成优先扫描危险,再多的爱也会被过滤成防御,真正的转变发生在日常微小安全体验中,让“感受美好”重新变得可用。
中文
14
11
88
9.8K
Kevin Mak
Kevin Mak@kevin__mak·
$ASTS Update First of all, no current position in the stock. My general thoughts are pretty consistent with what I've said previously. I think the price has gotten in-line with/ahead of its fundamental business value (not fundamental financials, because those are largely irrelevant). What do I think it's worth as a business? Scenario A — Company is not very successful, gets $500M–$1B/year in revenues either due to market competition/constraints/etc. Company worth $3–10B. Scenario B — Company attains most of its technical goals, gets $2–5B/year in revenues. Company worth $20–30B. Scenario C — Company does very well, $10B/year in revenues. Company worth $30–80B. Scenario D — Company exceeds expectations, $50B/year in revenues. Company worth $250–500B. I like the prospects of (B) or (C) happening, and I've thought that ever since the stock was $6. I read the real-time stream of spacemob tweets, and I can see the path to D slowly forming, but I have no confidence in MY ability to forecast whether the company has a 2% or 25% chance of making that happen. Considering the current fully diluted market cap is around $35B (use an average rolling price, since any given week it moves around 25%), and given that $10B+ of revenues is, in my opinion, at least 3 years away, I don't really know why I'd hold a significant position in the stock. A lot of unknowns still need to work out for B/C to happen, let alone D. Yes, you can play the game of "the multiple will obviously be higher," but that's not a game I play. Also consider that my personal strategy is to look for stuff that is contrarian in nature: overlooked, under-appreciated. Those aren't the characteristics of ASTS anymore. Plus, a common comment is that staying on top of ASTS's fundamental developments was a full-time job on its own. I agree with that sentiment, and I think my time is better spent following stuff that has less "action" than ASTS. Obviously this is not financial advice, and to be clear, this doesn't mean I don't like the company or stock. I barely have a position in Sphere anymore and that's been my darling for years. Sometimes you just gotta let the little ones grow up and fly the coop! I'll revisit if the stock price or fundamental developments change materially. Disclosure: No Position in ASTS Disclosure: Creek Drive and its affiliated funds may hold positions in securities discussed. Views expressed are current opinions for informational educational only, subject to change and are not investment advice or a recommendation to buy or sell any security. Investing involves the risk of loss and past performance is not indicative of future performance. See the disclosures link above for more important information.
English
102
7
327
167.6K