ShortFocus

@stockgutter the part that really made me question my career choices was the compensation part. Insane...

$FFAI co-CEO resigns. Probably no meaningful difference--YT Jia has always been the head clown of this circus.

@scamsweeper shortttttt...

$POET if this is what is driving price action over the last week, then this stock is toast....

@annvandersteel do you get paid to pump abxx? Can you elaborate on the nature of your relationship with the company? Disclosures, etc?

Remember when Apple opened at $22… Amazon at $18… Facebook at $38… Most people looked right past them. Now look at Abaxx ($ABXXF). People still don’t realize what’s being built here. A next-generation physical commodities exchange infrastructure play that is reshaping global trading. One day people will say: “Remember when ABXXF was trading down here?” History doesn’t announce itself in advance. @abaxx_exchange @abaxx_tech @abaxx_labs @JoshCrumb @joeraia @CommodMkt @LeahWald

@geoffreykarren @RealJimChanos I see where you're coming from although betting against Ellison seems a little too risky for my blood.

@ShortFocus @RealJimChanos $ORCL is the Enron of this cycle. Used cash flows from one industry as the equity to build infrastructure using copious amounts of debt.

I see that we are also in the part of the cycle where contractors, HVAC companies and construction equipment businesses are being valued at 40-80x NTM earnings, based on peak Y/Y backlog increases. Caveat Emptor.

@nuggiesprout at least they "beat estimates" lol

$IONQ buffet losing his mind over these valuations lately lol $65M rev for 20B market cap dude wasn't built for a casino market

@nuggiesprout insane.

$AXTI $26M sales for a $5B market cap lol this market is wild

@GuyChase9 sure sure...

ABXX SPOOF Stock partially disappeared from BMO when part of it got hit at CAD $58.40. As soon as they ANON bought up the shares offered it dropped substantially. Another manipulator of the price by the 🩳

@DeepSailCapital agreed but that convert seems very expensive. Not that it could put a dent on the stock with this volume. It just tells me the "AI Pivot" is not real when they agreed to that expensive piece of paper. I have no position but longed it couple times yday.

$BIRD sucking in all the shorts it can before it grinds higher all day. Algos trying to get control of the float. Looks out of borrow and rate is up to 330%.

@worstfund thats lame of them. There are shares around. They just dont want their users to blow up I guess.

$car shares not available to short #IBKR

@TorpedoTrading @patricksmayer @MadMoneyOnCNBC If you're referring to that 5m share ATM, that could be very well done already. Doesn't mean they wouldn't do another big one at these valuations. (full disclosure: Im short)

@patricksmayer @MadMoneyOnCNBC They already filed for an offering so they can and will issue equity at any moment

After going from $100 to $400 in a month-long short squeeze, will $car (Avis) raise capital at this lofty valuation? @MadMoneyOnCNBC

@nuggiesprout you're not wrong at all.

$CAR ironically if people stopped shorting this it would probably actually go down

@TorpedoTrading I 100% agree with you on thesis but really hope you sized it prudently. Been in these squeezes and they are never fun.

Here's likely the start of either the ATM offering or Pentwater selling $CAR - get ready for this to go back to $100/share

@GuyChase9 BMO's updated price target is $69 CAD not USD. Updated as of 8t of Apr. And yes its Outperform. Canaccord is $62, Cantor is $81. All Cad.

New Price Target for ABXX by BMO...Price is changed from US$64 TO US$69 (C$95.00). Maintains an OUTPERFORM rating. Can someone else verify?? Maybe someone from BMO should let their client know so he can cover the short position. He is probably one of the BIGGEST SHORTS!!!

@TorpedoTrading Now you got my attention, what's the thesis here?

$CAR is a generational short opportunity. I have never seen an opportunity even half as good as this. Be careful, of course, always. Added another short call spread this morning.

@nuggiesprout warrant inducement on its way after they hit the ATM hard

$SIDU $586K sales, DOWN from $825K last year, and the stock is up 47% with a 200M+ market cap Definitely a rational market we are in

@TorpedoTrading @direports @HindenburgRes i 100% agree with you this is a short but kinda scary with that large holder for me. Good luck.

@ShortFocus There's a lot of sketchy stuff going on there, in my opinion. @direports and @HindenburgRes have done good research on this company.

Re-opened short in $FRHC

@Murrajoh @Bprivateers69 Thanks, John. Doing very well. Im sure you are too

@Bprivateers69 Somebody get a wellness check on @ShortFocus

We are so back. #29ers $ABXX

@nuggiesprout Furniture business in California ran by the Chinese and the co is buying SpaceX shares (Supposedly) in a separate vehicle. You can't make this up... Website is beyond funny

@ShortFocus yea chart definitely scream inorganic price action, disguised as US listed too even though its mainly chinese

$NCI as I've been saying for a while, just a matter of when, not if, this collapses $PSIG $SMJF two others to avoid like the plague