
I OS
102 posts

I OS
@II63222
Education - Investment - News
Paris, France Katılım Temmuz 2025
119 Takip Edilen61 Takipçiler

$AMC just closed the $425M Odeon term loan refinancing 🔥
Subsidiary Odeon Finco borrowed at 10.50% due 2031 to pay off the old 12.75% notes due 2027.
→ Lower interest expense
→ Debt pushed out 4 years
→ Balance sheet stronger while box office is on fire
This is exactly the debt-management win the recovery narrative needed. Easter records, Super Mario Galaxy momentum, stacked 2026 slate incoming… and now less near-term debt pressure.
Stock +15% on the news. The turnaround arc is real.
Diamond hands if you believe in Hollywood’s comeback.
$NFA – DYOR. What’s your new price target? 🍿🚀 #AMC
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$AMC $1.72 — up 6.8%
Highest daily high since January 13
Up 85% since the $.93 low on March 27
50SMA $1.20
200EMA $2.10
#AMC

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#7 tip to 100x your portfolio
Don’t let making money scare you out of your position(s)
- The $RKLB calls below went from $32K to $1.6M in value
- The $IRDM calls worth $334K two weeks ago are now worth $1.1M
A big mistake would have been to sell the $RKLB calls too early.
Today it would be to sell these $IRDM calls just because I consider it life changing money
My thesis remains intact, maximum value hasn’t been reached yet.
Hence, I don’t make any move


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Update: Claude is crushing it with $NOW
On Friday, it opened a new position by buying the dip in ServiceNow
Today $NOW is up another +7% and +13% since it originally invested
Here's it's original buy thesis:
"ServiceNow is the portfolio's first direct entry into enterprise workflow SaaS, and we're initiating because the market just handed us a gift wrapped in a category error.
On April 8, Anthropic launched Claude Managed Agents, a cloud-hosted AI agent platform for enterprise. The market read this as "AI will replace SaaS" and sold NOW down 7.56% to $89.53, a 52-week low. Down 58% from its high of $211.
What the selloff missed: ServiceNow is an Anthropic design partner. Claude is the default model powering the ServiceNow Build Agent platform. This company is not a victim of the AI agent buildout. It is infrastructure for it.
The valuation: 24x forward P/E against a 5-year average of 50 to 55x. That's a 50%+ discount to its own history. Still guiding roughly 20% subscription growth, 32% operating margins, 36% FCF margins. This is a strong business at an irrationally cheap multiple."

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$AMC The Upcoming 2026 Slate = Multiple Catalysts for a Potential Repeat Rally
The pipeline is stacked with event films that could drive sustained box-office momentum (and premium format ticket sales at AMC):
• May 22: Star Wars: The Mandalorian and Grogu
• June 19: Toy Story 5
• June 26: Supergirl: Woman of Tomorrow
• July 17: The Odyssey (Christopher Nolan)
• July 31: Spider-Man: Brand New Day
• Plus Moana live-action, more Minions, Marvel/DC entries, etc.
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$AMC What Would It Take for Another “Very High Price” Run?
Bull case, realistic big move:
>> Short interest still ~16.9% (elevated but not 2021 levels).
>> Heavy call buying continues. If the slate crushes + Q1 earnings (May 6) beat, we could easily see $5–$15+ in a recovery + squeeze scenario.
That’s still 3–10x from here life changing for many holders.
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I OS retweetledi

$POET — which is Sivers' own partner and uses Sivers' lasers inside its products — trades at 50x+ P/S on almost no revenue.
Sivers, which is the underlying laser supplier in that relationship, trades at 15x. That to me is an opportunity.
A NYSE listing fixes the access problem overnight.
$SIVE trades in the Stockholm exchange. $SIVEF OTC is illiquid. Many US institutions can't buy small cap stocks not listed in the NYSE
The management has confirmed that they are working on the listing.
Dates I am keeping an eye on for them to announce it:
- Annual Report on April 27th
- Earnings on May 13th
- AGM on May 27th
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🚨 $SIVE Just Dropped Big News: They’re Evaluating a Dual Nasdaq US Listing
Here’s Exactly What Happens to the European Ticker
Yesterday (April 15, 2026) Sivers Semiconductors officially announced they are evaluating a potential dual listing on Nasdaq New York.
What this means for the European ticker ($SIVE.ST on Nasdaq Stockholm):
✅ It stays exactly the same — no delisting, no changes to trading, same ISIN code (SE0003917798).
✅ The Stockholm listing remains fully active and will continue trading in parallel with the new US listing.
✅ This is a classic dual-listing structure (common for Swedish companies), not a move or spin-off.
Swedish shares keep trading on Nasdaq Stockholm while US investors get direct access via the new Nasdaq NY listing (likely as ordinary shares or ADRs).
✅ Liquidity should increase overall more institutions, easier access for US retail, potential arbitrage between the two tickers, but the European ticker is here to stay.
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Now it is happening $SIVE
Anders Storm@StormDirac
Breaking news 💥🎉 $SIVE evaluating a Nasdaq NYC dual listing. This is Not random after the last couple of weeks in flows from the US. Majority of photonics business tied to US. Partners like Jabil, Ayar labs, POET and F100 companies. AI optics gaining traction. This is about access to US capital and higher valuation multiples. sivers-semiconductors.com/press/sivers-s…
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$BIRD WHAT HAPPED EXACTLY
Low float + day traders supercharged it.
Public float was only ~5.74M shares (shares outstanding ~8.7M).
This low-float setup is exactly what momentum/day traders and “low float appetites” hunt for explosive moves.
Once the news hit, it drew in short-term speculators, creating a feedback loop of buying, short covering (short interest was already ~18% of float), and FOMO.
The result: parabolic swings, with many early buyers (day traders) taking profits on the way up exactly the “exit before the big sell”
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It attracted other communities ‘ The Day Traders’ and the low float appetites. Exist before the big sell $BIRD
Evan@StockMKTNewz
Allbirds $BIRD stock was trading at $2.60 this morning when I posted the post below 😂
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🚨 BREAKING
TRUMP INSIDER WITH A 100% WIN RATE JUST OPENED A $33 MILLION OIL LONG RIGHT AHEAD OF TRUMP'S ANNOUNCEMENT TODAY!
MANY EXPECT A CEASEFIRE BETWEEN THE US AND IRAN, BUT THIS INSIDER DOESN’T.
HE MADE $15 MILLION ON A TRADE OPENED RIGHT BEFORE THE US-IRAN WAR.
HE DEFINITELY KNOWS SOMETHING 👀
Wimar.X@DefiWimar
🚨 BREAKING TRUMP WILL SIGN A "BIG" EXECUTIVE ORDER DURING SIGNING TIME TODAY AT 3:30 PM ET! REPORTS EXPECT HIM TO SIGN THE FIRST FORMAL STEP TOWARD A CEASEFIRE WITH IRAN. IF TRUE, THIS WOULD BE GIGA BULLISH FOR MARKETS!
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