Trader1
27 posts


Can’t wait to be a part of this again!
Last one was a fun time 😁🏆

Mike Bellafiore@MikeBellafiore
English

@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.
English

@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.
English

$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.
English

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.


English

@EternaLEnVy1991 Certain routes cap share lots so I'll give you that
English
























