Trading Alpha

@TrevXodds @WindsorRaces Do any of these people know you’re nothing but a lying scum bag thieving grifter with zero talent ?

Great day ringing in the New Yrs @WindsorRaces lovely to see JohnJo have a double 🏇🏇

@dsteinberg10000 @ZetaGlobal Hi David, I am a former investment banker and substantial investor in your company Zeta. With all the good news & good execution but little response from the equity market might I suggest issuing a convertible bond and using the entire proceeds to buyback the equity.

Hugeeeee milestone today! We are excited to officially welcome Marigold’s enterprise business to @ZetaGlobal.    We also announced that we are meaningfully increasing our 2025 and 2026 guidance. This acquisition strengthens our One Zeta model and accelerates our vision to lead the AI revolution in marketing.    We’re just getting started.    LG 🚀🚀🚀 businesswire.com/news/home/2025…

@_CardiacKid It’s very likely because of the first brands bankruptcy - auto parts manufacturer - possible disruption with product supplies but minimum and quite unlikely material.

What is the Advance Auto Parts $AAP is going on here. Anyone seen news that would lead to this drop? Im finding nothing.

@AlderLaneEggs @howardlutnick Our in public helping the families and in the meantime screwing over the people growing the company.

I am liking my bet that @howardlutnick will be the first Cabinet member to be fired.. He was hated at Cantor for being a complete Slime Ball and he is not a very smart fellow.. He will be first to go

@AlderLaneEggs @howardlutnick You are correct - complete scum bag. I was a former partner / started 3 weeks after Sept 11 to help rebuild the firm - bought into partnership and when I left 9 years later after making many many millions for the company had my units cancelled. Paid out zero.

Nuclear ☢️ darlings are all going to get questioned re real demand going forward - the market will ultimately realise Solar is neither wind nor nuclear. Long $FSLR

It seems only a matter of time before we get news of buyback program from $FSLR

The market will wake up to the fact that Solar is not Wind and this new administration is not an enemy for the sector - long $FSLR.

$LW - trading like a deal is getting closer to getting announced.

Long $FSLR - too cheap - fear of new administration against solar is well overdone - in fact it’s going to get significant protection as sector pivotal for AI growth. I think buy back announcement 📣 also quite likely . Risk/reward to the upside.

Long $ACHR - the warrants. Inevitable they get FCC cert and probably quite soon with new administration. On that announcement alone probably worth $15 so thinking the warrants worth $4-5.

Long $LW - Jana will keep pressing - these levels makes it interesting to hold with above average chance Post comes in for the company.

Long $EIX - risk/reward skewed to the upside but will take time to settle - liability is contained.

Long $AAP - turnaround will be slow enough but it’s in the right hands - risk/reward very much skewed to the upside - not much reason to be short so a little worried for people betting against the name.

Long $zeta - up today - well oversold - sig mgt buying and with Hindenburg closing down I think the shorting theme going forward is severely diminished.