Panthers Pride

AVIS BUDGET GROUP $CAR IS ABOUT TO REPEAT ONE OF THE MOST INSANE SHORT SQUEEZES EVER. In 2021, $CAR did 722% in 41 days and then crashed -54% in just 7 days. This wasn’t normal buying. It was a crowded trade that completely broke once positioning got too one sided. Here’s what actually happened: Avis was heavily shorted because a lot of funds saw it as the weaker name in the rental car space. The company had a stretched valuation, big exposure to used car volatility, and a business model many investors thought could not justify the price. At the same time, some funds were running a pair trade: Long Hertz, short Avis. And the logic was simple. Hertz was coming out of bankruptcy with a cleaner setup and a strong EV narrative. Avis looked like the weaker balance sheet story. So a lot of smart money ended up leaning the same way at the same time. That’s why the short became crowded. Then the setup broke. Avis posted a huge earnings surprise, and around the same time the Hertz–Tesla headline created chaos across the entire rental car trade. Once $CAR started moving higher, shorts got trapped. Because short selling has no ceiling on losses. Losses expand as price rises → collateral demands increase → risk limits get hit → positions get forced out. And the only way to exit a short is to buy back the stock. That is what turned the move violent. Shorts became the buyers pushing price higher. Price up → shorts cover → price higher → more shorts forced out. That’s why the move became self feeding. It was not fundamentals. It was forced buying from a crowded short. And once that forced buying ended, the whole thing collapsed. The stock crashed -54% in 7 days because the squeeze ran out of fuel. Today’s setup is again driven by positioning, float pressure, and market structure. When price disconnects from fundamentals because the math breaks, it can go much higher than expected. But history shows what happens next.

The Jensen Huang episode. 0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains? 0:16:25 – Will TPUs break Nvidia’s hold on AI compute? 0:41:06 – Why doesn’t Nvidia become a hyperscaler? 0:57:36 – Should we be selling AI chips to China? 1:35:06 – Why doesn’t Nvidia make multiple different chip architectures? Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!

@BIOTECHSCANNER Just to be clear, I wasn’t trying to argue. I was genuinely asking your opinion for the dip. I found out a/b $IOVA through you b/c I already held $AQST & had found your posts along w/ @Dansfera’s prior to the FDA decision (given that whole unexpected ordeal). Don’t own $IOVA yet

$IOVA - If people sold today because they think the FDA won’t approve future treatments from Iovance then they should never get near any biotech companies again 😂. I look very closely at the way Replimune collects, and interpreted the data and I knew the FDA would not approve their drug. Let me tell you a secret, management knew the FDA would approve RP1 as well. They had been told by the FDA since 2021 to make adjustments in their trials and they didn’t. You know why? RP1 isn’t very good on its own. This is the bottom line. Iovance worked closely with the FDA throughout the entire application process. And guess what? Iovance is doing the same thing again in all its trials. They are “in constant communication with the FDA” all of the trials to make sure the FDA has what they need when it’s time for review. A massive difference between REPL and $IOVA is Amtagvi is providing more evidence EVERY DAY in the real world! The FDA gets to witness the drug’s safety and efficacy in real time! If this difference isn’t enough for people to see I don’t know what is? What about future approvals? Guess what the FDA will look at first thing- How are patients doing Amtagvi after getting treated by Amtagvi? Remember, the next application is a Supplemental Biologic Application (sBLA) not a first time application. This is a huge difference! This means the drug has already been good enough to be approved for another type of cancer! So the proof of concept for TIL is no longer in question. REPL’s application is the first time around. The CEO can cry all he wants but if the drug is not good enough, it won’t get approved. Amtagvi wasn’t just good enough for approval, a retrospective study showed it was even better in real life. I have said it before, Replimune and its platform can’t hang with TIL. It’s not even close.

@BIOTECHSCANNER I assume the drop today is due to $REPL Replimume’s co-founder being on @CNBC to address the FDA rejection cnbc.com/video/2026/04/… and people thinking $IOVA could unexpectedly get rejected too. Would you agree?

$IOVA - As I mentioned earlier today, if you are investing in Iovance, you are investing in the leader in one of the two premier cellular immunotherapy on the market. $IOVA has an amazing pipeline that is the envy of the industry. Ignore the volatility and focus on the fundamentals of the company. They are building a successful business that will benefiting patients and shareholders. It takes time. Patience! The future will be 🤑.

My analysis on why Luka Magic is a generational scorer 🎩🪄Agree or disagree? 我分析了 Luka Magic 為何是世代級得分手 🎩🪄 你認同嗎？ @ESPNNBA

S&P 500 may have closed above its 200-day MA, but one hurdle remains: The 20-week moving average with the $SPY currently on track for a 6th consecutive close below it 🚨📉

JUST IN 🚨: S&P 500 $SPY posts first close above the 200-day moving average in 14 trading days 📈🥳🫂

Zach and I tossed some much-deserved love to Charlotte’s broadcast team this season — led by the great Eric Collins who had a Jokic-like year. I thought Charlotte, Denver and Boston were the 3 best League Pass TV teams this season.

@LizThomasStrat Thanks for posting this. Appreciate your analysis

Old support could be new resistance for the S&P 500. Some technical levels to watch: 6490 (23.6% retracement from the recent high to 2025 low) 6570 (lower lows trendline) 6638 (200-day MA) 6777 (important role reversal level over the last 6 months)

@FLShockDoc When did your account get frozen? How did you find out? Via automated email? How long had you held the account for?

@RobinhoodApp so what else is new. Robin Hood screwed me out of $75,000 and counting. Froze my account with no reason. Never was able to speak with anyone. Just the usual contact us through the app. No return phone calls. No customer service. Then told me I might get my frozen funds in about 6 months! I had to file a complaint through FINRA. Now working with SEC as they breached numerous responsibilities. It gets more expensive for them everyday and the worst part? I wrote their compliance and legal department. Never heard back. Robin Hood is trash and has been stealing money since inception. Get off their platform and join a real brokerage that assists clients.

INSANE!! @RobinhoodApp told me I won a $150,000 Private Jet Vacation. Their own support team confirmed it. Then they called me to say never mind. Here’s what happened. I got an official email from Robinhood today saying I won their January Gold Sweepstakes Grand Prize. The prize was a private jet vacation to Turks and Caicos valued at $150,000. I had until March 27 to redeem it. This seemed too good to be true. So before I got excited, I contacted Robinhood customer support to verify it was legitimate and not a phishing email. I was transferred to a specialist. After reviewing my account, the agent told me: “I am glad to inform you that you’re a winner! Congratulations! So thrilled for your big win!” The agent also confirmed the email I received was a legitimate email from Robinhood. I then told the agent I hadn’t received the separate redemption email from Merkle/HelloWorld that was required to claim the prize. They escalated the issue for me. Shortly after, I got a phone call from Robinhood telling me the email was sent by mistake. I didn’t actually win the Grand Prize. I won a 1 gram gold bar worth approximately $201. According to Robinhood’s own official sweepstakes terms and conditions, the Grand Prize winner has the option of accepting an alternate cash prize of $100,000 instead of the trip. So Robinhood sent me the Grand Prize email. Their support team verified it. They confirmed the email was legitimate. They escalated my claim. And then they called me back to say it was all a mistake and I actually won a $201 gold bar. That is a $100,000 difference. The official email was wrong. The support agent who verified my account and confirmed the win was wrong. The confirmation that the email was legitimate was wrong. The escalation was pointless. Four separate points of failure before someone caught it. I use Robinhood every single day. You can see it in my charts I post. I’ve been a loyal Gold member. And this is how you treat your customers? This is the reputation you guys want? Has anyone else experienced something like this? $HOOD @AskRobinhood @RobinhoodApp @vladtenev @amitisinvesting robinhood.com/us/en/support/…

Historically oversold market based on the McClellan Oscillator, right as the S&P 500 hits the upward sloping 200-day MA.

@rickhole1 @Lets_Make_It_2 @SoFiIR @Kenmegan44 @anthonynoto Today?

@Lets_Make_It_2 @SoFiIR @Kenmegan44 @anthonynoto He did. He bought more shares

We issued a response to an inaccurate short seller report. Read more here: investors.sofi.com/news/news-deta…

@AskRobinhood I already contacted your support via the app. The agent had no idea when it would get resolved, but acknowledged you were aware of the problem so why haven’t you guys posted about it on your X page?

@Panthers_Pride Hey there! Please send us a DM and we’ll take it from there. twitter.com/messages/compo…

Two additions to the Robinhood Ventures Fund I (RVI) portfolio: Stripe and ElevenLabs. With RVI, we’re working to make exposure to companies like these accessible to everyday investors, not just institutions. robinhood.com/us/en/newsroom…

@vladtenev When will you add the ability to buy and sell a stock on the same day using a specific tax lot and not just only offer FIFO? Also “After Hours” account changes no longer display for an account once any crypto position is added to it. This is a serious design flaw. Please fix

Reply below with your questions and I'll be live today at 1:30 PT to answer them.

The era of superhuman logistics has arrived. 🛣️🤖CEO Chris Urmson breaks down Aurora’s impressive 2025: ✅ Tripling our network to 10 driverless routes (including Phoenix!) ✅ Surpassed 250,000 driverless miles 🌧️ Now operating in rain, fog, and heavy wind. We’re on the path to 200+ driverless trucks by year-end. Watch the recap.👇 #AutonomousTrucking #AuroraDriver #Logistics $AUR

@Dansfera @BIOTECHSCANNER Thanks for the post. How long did it take you to write all of this? Genuinely curious.

@Dansfera Thank you for posting this update, and presenting info unbiasedly.

$AQST FDA NOTIFICATION - Aquestive Therapeutics - MASSIVE BUY OPPORTUNITY IF IM RIGHT!

@vladtenev Your promotion did not work at all. Completely buggy. You guys need to make it right for all those that should have received a gift

You asked for a Wrapped, but how about Unwrapped?

@Pricerrors Happy Halloween. I think Michael Myers is overrated.

HALLOWEEN GIVEAWAY - $100 AMAZON GIFTCARD 🎃 RULES: 1️⃣ Like this post 2⃣ Comment anything Halloween related (Costumes, pumpkings, house decorations etc.) 3⃣ Must follow @Pricerrors Ends @ 11:59 pm PST tonight 3 Winners Randomly Selected (Must follow all steps)