carokplayer

@EvilPanda patience is gold

Pretty good day to DLMM yesterday, managed to LP this coin for some time while earning good fees. The current LP season is still kind of dry, so we will just wait patiently for more runners to appear. No need to force yourself to LP on shady new coins. One good coin can make a whole week's profits worth it. @met_lparmy @MeteoraIDN @MeteoraAG

@haruyan_toushi He is wrong

$JOBY ”Goldman Sachs analyst Noah Poponak initiates coverage on Joby Aviation with a sell rating, and sets the target price at $9.” eVTOL may be a little too advanced for GS😏

@asklivermore should've bought a house smh, nice timepiece though

Bought a $93K Audemars Piguet watch today to celebrate the millions. Thank you $MU, $SNDK, $AMD, and $CRWV. Now we wait for nuclear and space for multi-millions again.

@EvilPanda nice W

When a token in your portfolio pumps big, the first question that comes to mind is "Why of why did I not buy more?"

@avgvalueinvest Love $joby

$JOBY (currently up 12%) thoughts: - Revenue came in at $24.2 million compared to $0 in Q1'25. As I said yesterday every dollar of revenue is a dollar of experience. The acquisition of Blade was enormous. The experience and infrastructure will pay dividends for the company. - Operating loss increased by over $94 million. This is fine. The increase was due to manufacturing, Blade operations, and certification. No concern at all. - Plenty of cash. $2.5 billion in cash and cash equivalents as of quarter end. Cash burn for the quarter was about $222 million. Have a couple of years of cash for operations. Cash burn will level out and fall once operations ramp and revenue comes in. - Stage 4 (Testing and Analysis) is about 80% complete and Stage 5 (Show and Verify) is about 10% complete. Moving right along and with the eIPP program operations is ever closer. - The company successfully completed their SR3 audit with the FAA. This is 3rd of 4 reviews to take place. - Composites prosecuting is more than 2.5 times the volume than last year. I would say if there is a bear case to be made it would be in terms of manufacturing and scaling. The question will be can they scale fast enough for the amount of cash they have. This is personally not a concern but playing contrarian this would be it. I think they will be fine. - In the deck they highlighted their partnership with ASI to accelerate advanced air mobility. Pretty cool partnership as traffic in the air will need to addressed for scale. - Provided some more color on the eIPP program so investor should take a look at the deck. Obviously a lot more to unpack but this was a phenomenal quarter. My advice to investors as always is to ignore the stock and focus on operations. Joby will be scaling rapidly in the coming years. With the management team in place I am confident in minimal hiccups and a smooth transition to eVTOL air traffic. The Electric Skies Tour is a fantastic idea and bringing a ton of attention to the industry. Thank you to @joeben, @oliwalkerjones, and the entire @jobyaviation team!!! Lets Go Joby!!!!

@JPScoopZ @EricTheUmpire didn't listen to the call but momentum feels there for $joby, and I just saw someone post that they think archer and joby should consider a partnership after the legal battle is ended, that would be wild news

I’ve been following them and the industry closely for over a year and I wasn’t quite sure what they key points from the call / release were. Also note the lack of analyst questions on the call. The only thing that makes sense is that people were happy that they “only” spent $~200m in cash. The rest was already public as far as I can tell..

Crazy to think you could buy $JOBY flat yesterday after the earnings call and now it's up over 20%. Expect it to be volatile but it could be a really big year here with so much to look forward to and growing name recognition.

@gmyws1000 first time I'm seeing this idea being floated....brilliant....they can stop fighting each other and make each other stronger

The $ACHR vs $JOBY lawsuit is hitting a critical turning point. ⚖️🚁 With private mediation canceled and the May 19th hearing vacated in favor of a court-led settlement, it's highly probable that a comprehensive business agreement is in the works, going far beyond a simple cash settlement. Infrastructure and massive capital burn are the biggest bottlenecks in the UAM sector. As both companies approach commercialization, carrying the cost and uncertainty of a prolonged legal battle is an unnecessary burden. Expect this settlement to be more than just resolving IP and poaching disputes. A strategic partnership such as sharing vertiport networks, unifying charging standards (similar to the Tesla NACS moment in EVs), or cross-licensing key tech is a very realistic and positive outcome. This would be the ultimate 'win-win' strategy to reduce cash burn for both sides and accelerate the commercial rollout of the entire UAM ecosystem. #ACHR #JOBY #UAM #eVTOL #Investing

@Reformed_Trader "the chart never mattered" - what we'll all be saying in 5-10 years on $JOBY

$JOBY appears to have put in a low and is now coming up to the first main resistance at $10. This is one I'm willing to be patient on. *NFA

@TheGoatGains this is the last time we'll see Joby under $10....$30 by end of 2026 coming

WOW 🤯 $JOBY

@EvilPanda always working the panda

After yesterday's big loss, I did more manual DLMM and voila results improved a lot. I still use bots to find tokens and manage the positions. But I do the opening manually and tighten the exits. Let's hope yesterday's loss day was a one off this month. Markets are recovering nicely overall, time to lock in. @met_lparmy @MeteoraIDN @MeteoraAG

@satsmonkes I read this entire post, thank you.

@CurtisDavis @UziCryptoo You sound like a loser stop blaming other people for your mistakes

@UziCryptoo Because it’s a bullshit fucked up thing to do. Someone bought my domain name for my small business and I couldn’t afford to get it back. Tell your friend he or she is a cock sucking piece of shit.

My friend has a new side hustle. Buys expired domain names for $10-$40 on GoDaddy Auctions. Flips them to businesses for $2,000-$8,000 who don’t realize their old domain is gone. Does this from his phone. Made $94k last month. No inventory. No warehouse. No truck. Why aren’t more people doing this?

@trentjhughes Everyone will think you're a pos and meet up without you. I can onoy assume this is a joke.

Side hustle idea for your city: Local vibe coding club $99 a month per member Weekly meetups Build real projects together Guest speakers 200 members That's $19,800 a month Every city has people interested Not a bad little business...

@jussy_world Ftx vibes

$78M per employee Hyperliquid named the most productive company in the world > $900M+ profit in 2025 > 11-person team > Zero VC funding > Built in just 3 years 100% of revenue goes to HYPE buybacks Who can compete with them?

@constant1ne_sol @0xMrBeefman never thought about looking at this I like it

@0xMrBeefman $5000 DEX-Boost = Calling the sheep to slaughter

I rarely call tokens scams But this one is too obvious WAR is a one click Rekt button $WAR 18.34M 8opvqaWysX1oYbXuTL8PHaoaTiXD69VFYAX4smPebonk Just a basic amateur scam project. Takes about 30 seconds of audit to see it. Some tokens require digging to understand where the trap is and where the scam sits, but here its visible right away Bundled scam. The team holds around 70-80% of the supply. With that setup they can send the token to the moon or kill it instantly with one red candle Take a look at the holder screenshot My Meteora Farm Setup · I watch many LP specialists, degens and whales onchain. Today I was surprised because wallets I considered smart have open positions in this token. Running mid ranges · To me this is a high risk setup. I havent seen a single take explaining why farming this risk with mid ranges makes sense. Thats pure gambling. The team supply alone is enough to drop the token -95% instantly · Tokens like this can only be farmed with very short spot or bid ask ranges on strong volume and extremely fast positions or x.com/0xMrBeefman/st… but this token doesnt even have the conditions for farming · Risk reward is terrible. I dont touch this token How do you see this token? I break down token risks. Follow 🥩 NFA

@damianplayer someone needs to tell this guy to stfu and stop pitching this doomsday narrative

this is fucking insane! the CEO of anthropic said what most C-suites only say behind closed doors. "50% of all entry-level Lawyers, Consultants, and Finance Professionals will be completely wiped out within the next 1–5 years." this is the head of one of the biggest AI companies alive telling ordinary people to wake up. good news is that the playbook hasn't changed. pick an industry. learn the workflows. become the "AI guy" these companies need! you don't need a degree. you sure as hell don't need to be a McKinsey consultant. you need claude, a vertical, and the hunger to learn a business better than anyone else. god speed! will be rooting for ya.

@evilpanda fantastic alpha sir

@KookCapitalLLC @Tesla "nothing good happens below the 200ma" - rich man

added some $tsla today 200ma (yellow line) is a great place to buy by 2030 tsla market cap is $10tr+

@SOLBigBrain nice way to spend 95k....gangsta

Health is wealth. Just added this quality red light/pemf bed to our office for the whole team to use. I plan on hopping in it daily. What device should we pick up next?

@GeorgeResch a cure for all cancers? maybe just one type?

This company has literally found a cure to cancer, and it’s getting approval all over the world, but not in the US. And big companies are trying to short it to death, but it’s not working. $IBRX