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Trader1

@SkewedSigma

Benjamin Franklin

Milk Street Katılım Eylül 2025
92 Takip Edilen26 Takipçiler
Trader1
Trader1@SkewedSigma·
$BE can’t keep pace with AI‑scale data centers because the grid is broken — long interconnection queues, scarce permitting, and capital constraints bottleneck fuel‑cell deployments. When buildouts take years while demand doubles overnight, you’ve already lost
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Trader1
Trader1@SkewedSigma·
@DekmarTrades In accordance with the Plan, on September 29, 2025, all previously issued and outstanding shares of $WOLF common stock were cancelled, and existing stockholders received their pro rata portion of 1,306,903 shares of $WOLF common stock at an exchange ratio of 0.008352.
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Trader1
Trader1@SkewedSigma·
@DekmarTrades $WOLF did not jump 1,726%. It’s a brand new CUSIP. Anyone who was long got completely wrecked by the conversion rate. If you genuinely think this company gapped higher, you should consider retiring.
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Sean Dekmar
Sean Dekmar@DekmarTrades·
Why Did $WOLF Spike 1726% Yesterday?
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Trader1
Trader1@SkewedSigma·
$MP Materials warns Pentagon investment not easily replicable #Trump Sets Sights On This Lithium Stock After Stakes In $INTC And $MP Materials
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Trader1
Trader1@SkewedSigma·
$OKLO coming off highs with a basket of other names $RGTI $IONQ $QUBT $QBTS $RR $SERV $BBAI $SOUN $LAES
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Trader1
Trader1@SkewedSigma·
$OKLO Insider Sold Shares Worth $9,431,387
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THE SHORT BEAR
THE SHORT BEAR@TheShortBear·
Fully out for now. The total gain on $BABA is equal to >25% of my entire Pnl over my 12y career.
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THE SHORT BEAR
THE SHORT BEAR@TheShortBear·
$BABA proceeded to sell down my position to a minority stake. Now fully derisked, with a rest in order to respect the trend. A trade spanning 2-3 years for me with massive volatility. Despite this volatility, the risk-adjusted value provided was so large, that the prospects were strong. $BABA now trades at a 125% premium to those prices. What was a 10pe has become a 20pe+ and other positions are now more attractive. The straight line rise from 120 to 180 and dynamic EV of this position is now approaching negative on a short to mid term basis and thus I am being proactive. Just like most of the positions I put on for longer term swings, the value is used as the foundation to dictate the size and likely bottom, while the rest is done on a technical basis to manage leverage risks. This mega gap for $BABA will certainly be watched by other big Chinese companies and could lead to a cascade of Chinese AI capex news for the rest of the players. My primary focus now lies almost entirely on $PDD, as I perceive it to be the most mispriced among the large-cap Chinese stocks.
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Trader1
Trader1@SkewedSigma·
$RGTI 10min Chart
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Trader1
Trader1@SkewedSigma·
$RGTI Daily Chart
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Trader1
Trader1@SkewedSigma·
Quantum Computing Inc. Announces $500 Million Oversubscribed Private Placement $QUBT $IONQ $RGTI
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Trader1
Trader1@SkewedSigma·
Faraday Future Intelligent Electric $FFAI said Monday that it is investing $41 million in Qualigen Therapeutics $QLGN, which is set to rebrand as CXC10 and start a crypto and web3-related business. The company will invest about $30 million for about a 55% stake in Qualigen and Faraday co-Chief Executive Officer YT Jia will invest about $4 million for a 7% stake, according to the statement.
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Trader1
Trader1@SkewedSigma·
$TEM Tempus Receives U.S. FDA 510(k) Clearance for Tempus xR IVD, its RNA NGS In Vitro Diagnostic Device
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Trader1
Trader1@SkewedSigma·
$ASST Strive To Acquire Semler Scientific In All-Stock Transaction, Equivalent To $90.52/Share; Strive Also Purchases 5,816 Bitcoin For Treasury
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Trader1
Trader1@SkewedSigma·
$KVUE getting smoked on autism–Tylenol headlines. Liability risk + consumer trust hit = multiple compression in real time
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Trader1
Trader1@SkewedSigma·
Hard truth: the bottleneck is skills, not visas. Intl students earn 59% of US PhDs in CS & 60% in engineering; foreign‑born = 43% of PhD‑level STEM. H‑1Bs at $AMZN $GOOGL $MSFT $META $AAPL backfill AI/cloud/security roles. Tight market ⇒ talent ≠ zero‑sum.
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Trader1
Trader1@SkewedSigma·
$BREA Solmate: pivot to Solana infra/treasury after oversubscribed $300M PIPE (Pulsar; backers incl. Solana Foundation, RockawayX, ARK). Ex‑Kraken CLO Marco Santori to CEO. UAE infra + Abu Dhabi validator; LOI to lower $SOL entry price. Sports ops continue. $BREA $SOL
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