Jason Collins

618 posts

Jason Collins

Jason Collins

@JCooll8

Katılım Eylül 2023
36 Takip Edilen72 Takipçiler
Jason Collins
Jason Collins@JCooll8·
@sunxliao K. Thanks. I was expecting to see some better movement today after $2.35 pullback from Friday Highs. Especially off todays news as well
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Sun Liao
Sun Liao@sunxliao·
@JCooll8 Healthy correction for neoclouds after such a big 2-3X rally from the lows, not overly concerned
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Sun Liao
Sun Liao@sunxliao·
$SPCX SpaceX JUST filed its S-1 registration statement... 🫡 We've been waiting all year for this...
GIF
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Jason Collins
Jason Collins@JCooll8·
@sunxliao Can you please give an update for $SLNH. This one hurt today & looks like it’s lost all steam
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Sun Liao
Sun Liao@sunxliao·
$SPCX SpaceX IPO trade minting millionaires, as I predicted in December. $AMPG low noise amplifier leader $ASTS direct to phone satellites $BKSY radar imaging through clouds $FLY launch and lunar dual play $LUNR only public lunar lander $MNTS in-space transportation $PL $NVDA named launch partner $RDW in-orbit hardware manufacturing $RKLB small lift launch leader $SATL low cost imaging constellation $SIDU satellite-as-a-service torque $SPIR radio frequency data goldmine $UFO entire space basket ETF $VELO aerospace metal 3D printing $VOYG next gen space station Looking to increase my $AMPG position... NFA! Gotta stay locked in until June 12 IMO!
Sun Liao tweet media
Sun Liao@sunxliao

I think the SpaceX IPO trade will create a LOT of new millionaires in 2026. $ASTS to $200+ $PL to $100+ $RDW to $20+ $RKLB to $200+ Will be choosing my favorite tickers soon and charting them daily... 🫡📈

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RedChip
RedChip@RedChip·
ASP Isotopes $ASPI CEO Paul Mann: Commercial isotope ramp, Silicon 28 validation, and the 2026 inflection setup Watch our exclusive interview with @ASPIsotopes' CEO Paul Mann covering what investors should be watching as the company moves from buildout to commercialization. Watch our full interview: redchip.news/4aPOFgB $ASPI $SMR $NNE $OKLO $UUUU $CEG $VST $CCJ $UEC $LEU $GEV $BEP
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Sun Liao
Sun Liao@sunxliao·
I continue to think space stocks will rally HARD until early June, right before the multi-trillion $SPCX SpaceX IPO. 🛰️ Literally EVERYTHING is up since my post and tomorrow I'll share one more space ticker no one's really talking about... $ASTS is now $86.83 $BKSY is now $43.00 $FLY is now $43.95 $LUNR is now $33.59 $MNTS is now $6.13 $PL is now $41.61 $RDW is now $13.96 $RKLB is now $131.16 $SATL is now $9.54 $SIDU is now $3.91 $SPIR is now $19.20 $UFO is now $57.59 $VELO is now $18.63 $VOYG is now $38.38 Startup.io indicator suite users having a crazy day! I think the fun is just beginning TBH. 📈 Will quote this post in June. 😀
Sun Liao@sunxliao

The market has endless opportunities. No FOMO... this week alone we nailed: $AMD: +26.08% $AXTI: +20.13% $DGXX: +73.11% $IREN: +32.64% $KEEL: +27.65% $SLNH: +18.83% $SNDK: +27.67% $WYFI: +27.47% And now, I think space stocks are back: $ASTS at $75.05 $BKSY at $39.45 $FLY at $39.68 $LUNR at $28.97 $MNTS at $5.46 $PL at $39.04 $RDW at $11.07 $RKLB at $105.47 $SATL at $7.57 $SIDU at $3.41 $SPIR at $18.49 $UFO at $54.50 $VELO at $13.46 $VOYG at $29.74 Couple new tickers incoming... Follow the right traders on X! 🔥🫡

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Jason Collins
Jason Collins@JCooll8·
@moonmarket $VMST is the OTC play you wanted set to move back to double digits on next wave. Thanks
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Moon Market
Moon Market@moonmarket·
$gipr curling up before the explosion
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Nathan Jones
Nathan Jones@delvatheus·
@sunxliao rare earth magnets go into all those servo motors
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Sun Liao
Sun Liao@sunxliao·
The humanoid robotics theme is an emerging trade I see right now and almost nobody is positioned for it correctly IMO. 🤖📈 Pay attention... most people only really know $TSLA. Optimus is real and Tesla is the demand creator that legitimizes the entire sector, but the second order trade is interesting too. Here's the chain... simplified drastically... Every humanoid robot needs eyes. Lidar and vision is the layer that lets a robot actually understand the world it is walking through. $OUST is the cleanest public lidar pure play, $MBLY is the vision and ADAS leader pivoting hard into robotics, $AMBA is the edge AI vision chip that processes everything in real time, and $AEVA, $ARBE, $CGNX round out the perception layer. Every humanoid needs precision motion. Harmonic drives, actuators, and motion control are the unsexy compounders most retail will skip right over. $VPG is the precision sensor and load cell pure play, $NOVT is motion control built specifically for robotics, $ALNT is precision motion components, and $RR is the optical sensor name that quietly shows up everywhere. Every humanoid needs a brain. The compute that runs on board has to be cheap, low power, and reliable. $LSCC is the low power FPGA that ends up inside countless edge devices, $INDI is the automotive and robotics semi nobody has on their radar yet, $AMBQ is the analog compute play, and $MRAM is the next gen memory built for exactly these workloads. Every humanoid needs a logistics use case. The first commercial deployments are not going to be in homes, they are going to be in warehouses. $SYM is the automated warehouse pure play, $ZBRA owns enterprise scanning and tracking, $SERV is sidewalk delivery robotics that doubles as data collection, and $KITT is the autonomous platform play. Every humanoid needs an industrial pedigree. The companies that already build robots for factories will be the ones supplying components and software to the humanoid OEMs. $ISRG is the surgical robotics gold standard, $KLIC is the precision assembly tooling, $HG is the heavy machinery name pivoting into robotics, and $BOT is the basket ETF if you want broad exposure in one click. And on the speculative high beta end... $ATOM is robotic software with real adoption, $XPEV has its own humanoid program coming, $AUR is autonomous trucking which is the same playbook applied to the road, and $NEO is the small cap optionality play. Pick the chokepoints. Own the picks and shovels... then wait. Will share more ideas to followers soon. NFA.
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Jason Collins
Jason Collins@JCooll8·
@Kody__Rogers The big dogs are nervous 😂. They just made you look foolish after this call now down huge on day. No way it goes below $12. Yet here it is mid $11s. it’s been pretty bad on the narrative you push daily since Oct of last year. Smh
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Kody Rogers
Kody Rogers@Kody__Rogers·
..so here's what happens at $SMR +$12.00. Dealers sold calls into the suppression window (Nov-May). To stay delta neutral below $12, they sell shares as price drops. That selling is part of what creates the floor. ..that also looks like a ceiling. Price closed today at $11.87. At $12.00, the hedge book flips. Every tick above that level means dealers are under-hedged on their short call position. They have to buy shares to rebalance. The buying pushes price higher. Higher price means more calls go "In The Money". More calls ITM means more dealer buying required. ..at $13.00/share? 963,000 additional calls go in the money simultaneously across multiple strikes. ..so not just one dealer. EVERY dealer who sold into this chain scrambling to hedge at the same time. Sitting underneath all of it? ~ 69.4M shares short. ~ 21.9% of float. ~ $840M notional. Borrow-side participants who have spent the last three weeks adding to a position that is now being asked to cover into a mechanical buying loop. The suppression didn't happen because the thesis is wrong. It happened because $12 call gamma made it cheap to suppress & expensive to let go. That calculus reverses the moment price clears the level. @NuScale_Power reports Thursday, May 7 at 5:00PM ET. First reaction session is Friday May 8, options expiration day. $12.00 is the number. The rest is arithmetic. $OKLO $ASPI $NNE $XE $LTBR $LEU $FRMI
Jason Collins@JCooll8

@Kody__Rogers Negative.

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Kody Rogers
Kody Rogers@Kody__Rogers·
..I would suggest the $SMR move from $9.00 to $12.00 in ten days was a hint at what's coming. Hasn't been fun, but it's trending in the right direction.
Jason Collins@JCooll8

@Kody__Rogers @NuScale_Power Kody…This has already lost about 70% in 6 months & doesn’t appear to have any momentum going into earnings. PA should be stronger going into earnings. This is having trouble recapturing $12.

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Jason Collins
Jason Collins@JCooll8·
@Kody__Rogers @NuScale_Power Kody…This has already lost about 70% in 6 months & doesn’t appear to have any momentum going into earnings. PA should be stronger going into earnings. This is having trouble recapturing $12.
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Moon Market
Moon Market@moonmarket·
If you are bearish on Bitcoin you have a low IQ
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Jason Collins
Jason Collins@JCooll8·
@Stockiva_ @PPortfolioooo He turned me onto $VMST a few years back. It’s been really coming together recently & he found a rare gem with a ceo that hasn’t diluted once since inception…
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PaulsPortfolioooo
PaulsPortfolioooo@PPortfolioooo·
I miss my friend @KentsBrokerage really was an amazing trader and loved his stuff. Always learned from his posts
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Moon Market
Moon Market@moonmarket·
Alerts this week: $YAAS $1.495 to $2.57 for a 80% win $ATER $0.8199 to $1.87 for a 120% win $XTLB $3.00 to $4.87 for a 65% win Who wants another banger?
Moon Market tweet mediaMoon Market tweet mediaMoon Market tweet media
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Jason Collins
Jason Collins@JCooll8·
@SarwanJohn So your taking a position in $VEEE? I’ve been looking at that one.
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