ducksandadoodle

418 posts

ducksandadoodle banner
ducksandadoodle

ducksandadoodle

@duckiefresh2

Amatuer chef, bow hunter and dog dad to Wrigley. Hail State

Katılım Kasım 2011
468 Takip Edilen104 Takipçiler
ducksandadoodle
ducksandadoodle@duckiefresh2·
@HailStateClub47 Hooks went to that well too many times. James was sitting on that pitch, what a big league pinch hit
English
1
0
1
42
Club 47🦩
Club 47🦩@HailStateClub47·
CHONE HACKS A TRIPLE AND THE DAAAAAWWWWWGGGSSS TAKE THE LEAD 5-4
English
2
10
173
3K
Ryan Gridley
Ryan Gridley@GRIDsquad·
Bryce chance is such a gamer
English
2
3
93
2.2K
ducksandadoodle
ducksandadoodle@duckiefresh2·
@HailStateClub47 Look what happened with the Hump - moved the students behind the goal, for this exact reason, and the atmosphere is absolutely dead. Unless it’s a big draw conference name on the weekend, it looks like nobody is even in the arena.
English
0
0
3
122
Club 47🦩
Club 47🦩@HailStateClub47·
We are blessed to have our rig, not because we are super rich, but because my father waited in line for days to get one. He has loved Mississippi State baseball for decades. He raised me to love the game, and I’m raising my boy to love the game. LFL is regular folks. Protect that
Chad Mask@chadmask_msu

And this my friends would end attendance records as well any type of environment for baseball or just attendance in general for that matter. Tell me you don’t know shit about shit without telling me you don’t know shit about shit

English
12
6
148
14.5K
ducksandadoodle
ducksandadoodle@duckiefresh2·
@fundmyfund Left some short term on the table with ONDS myself, but living in regret of that is amateur hour. Sure it stings for a minute, but then i look at all those compounded wins over time with mitigated loss exposure and that regret fades as fast it showed up
English
1
0
1
54
🦄 Fund.Drone.DefenseTech.Photonics $LPTH $UMAC 🐋
$LPTH I had a 37% exposure to this name - almost all calls - but the algos got me Tuesday unfortunately. So I reduced just to my 28 LEAPs (still about 10% exposure) I did reup exposure this morning but mostly common shares vs the leverage I had Tuesday. Its a bummer for sure the amount of gains left at the table. Oh well - made up for it some with $UMAC $ONDS $RCAT but light regrets for sure. But got to follow your system. Reality of trading - not the nonsense the fake accounts put out AFTER the fact.
🦄 Fund.Drone.DefenseTech.Photonics $LPTH $UMAC 🐋@fundmyfund

Welp that sucks - exited the Jan 27s too $LPTH Went from ~37% exposure to 9.5% All that remains are Jan 28s now. Waiting on a reversal.

English
1
0
18
1.5K
ducksandadoodle
ducksandadoodle@duckiefresh2·
@YoYInvestor If i hadn’t already maxed my comfortable exposure I’d have added more. Sitting on a $7 average and I’m here for the long term
English
0
0
1
79
Sleuth 🔎
Sleuth 🔎@YoYInvestor·
$ONDS fell as low as $7.70 on the day this was posted. $ONDS is now 38% higher less than 2 trading days later. I hope that anyone who was desperate for an entry took advantage, but the sad reality is that I know most didn’t.
Sleuth 🔎@YoYInvestor

$ONDS I am as bullish now as I was when we were at $15. If you’re hyper focused on short term price action, you’re missing the entire thesis that is being played out not over days, weeks, or months, but years. Stock price will always take care of itself when you have world class leadership and business execution. Stay strong out there, folks.

English
6
2
54
6.8K
ducksandadoodle
ducksandadoodle@duckiefresh2·
@YoYInvestor Probably trim my quick ONDL gains, and if we see a dip, buy it up and then wait for the fire to get lit Thursday and Friday. Going long from there
English
0
0
1
89
Sleuth 🔎
Sleuth 🔎@YoYInvestor·
If we get a pullback in $ONDS ahead of OAS Investor Day on Friday, are you buying the dip?
English
6
0
3
866
Andy Constan
Andy Constan@dampedspring·
$ONDS This is typical of the outrageously bad takes made when heights capital does a deal with a desperate issues $BMNR and $IONQ did deals at their peaks The shareholders got absolutely raped. The company sold 1 share of stock worth last sale and 2 warrants worth 6-7 dollars apiece which they only paid $1.22 per warrant. The "buyer" will dump the shares and short more to hedge the warrants in the days to come and lock in hundreds of millions of free profit
Chris Ray@itschrisray

🚨 $ONDS just raised $1 billion. 🤯 To get that money, $ONDS sold shares at $16.45 each (a 17.5% markup over yesterday's price) to a large institutional investor. Usually, when companies sell a lot of stock at once, they have to offer a discount. Because $ONDS sold it for more than the current price, it shows the investor is incredibly confident that the stock is going to go much higher. The deal includes warrants that allow the investor to buy even more shares later at $28. If that happens, $ONDS could eventually pocket an additional $3.4 billion. $ONDS specifically said this money is for buying other companies (acquisitions) and big growth projects. This is very bullish.

English
28
9
102
113.7K
ducksandadoodle
ducksandadoodle@duckiefresh2·
@wliang @sunxliao Ready for a big figure contract win to be announced to really be our catalyst and hopefully shut down so much volatility. But until then buy that dip!
English
7
0
3
135
Wayne Liang
Wayne Liang@wliang·
@sunxliao Foundation was set in 2025. 2026 will be monumental. 🫡
English
4
2
64
4.8K
Clint Lamb
Clint Lamb@ClintRLamb·
Until Pitt in the final week of the RS, Miami played exactly two P5 teams who had a winning record post-Notre Dame, and they lost to both of them.
English
1
0
41
2.4K
Clint Lamb
Clint Lamb@ClintRLamb·
You’ve been advocating for Miami (or really anyone, it would seem) over Bama, so here’s the comparison of Miami’s 10 games after ND… Bethune Cookman: 6-6 FCS USF: G5 Florida: 4-8 Florida State: 5-7 Louisville: L to 8-4 (UL’s only ranked W) Stanford: 4-8 SMU: L to 8-4 (SMU’s only ranked W) Syracuse: 3-9 Virginia Tech: 3-9 It’s wild we’re having to do this, but if you’re going to dive into the weeds to try and sell a point, make sure you’re consistent.
Pete Fiutak@PeteFiutak

Here’s the Alabama “gauntlet” Wisconsin: Triple-sucked Georgia: Awesome Vandy: Beat no one who beat anyone Missouri: Beat Louisiana. That’s it Tennessee: Zero wins over bowl teams South Carolina: Needed miracle to beat awful team LSU: Sucked. No coach, no O Oklahoma: Lost

English
9
24
329
61.6K
ducksandadoodle
ducksandadoodle@duckiefresh2·
@BoogerBottom Same, Waddy. My mind has been occupied thinking about that Oklahoma giant i missed at 29 yards haha
English
0
0
4
961
Michael Waddell
Michael Waddell@BoogerBottom·
I know this is not super Popular, but am I the only one that could care less about football lately. I’m talking college & the NFL? Could be just me, but I’ve been over it a while now. It’s all just changed to me. To many reasons why to list.
English
154
16
713
34.7K
DG
DG@Courage_wins·
$ONDS She is drying up. And that’s their game. The open isn’t real selling. It’s liquidity tests. When borrow availability collapses from 1.6M to 850k to 650k in a few hours before the bell you get these random red opens because market makers and shorts are trying to force shares loose. This is textbook “poke the book” behavior. The float is tight. Lendable is concentrated. Volume is still massive relative to history. And institutions aren’t selling a single share. So instead you get synthetic weakness at the open to see if retail will cough anything up.
GIF
M5IVE@ive_m5

She looks to be drying up

English
10
3
77
23.1K
Heath Sellers
Heath Sellers@CoachSellers·
@uncle_rico__ Got this in the other day….. I’ll never sell!!! Besides my sons, the only other person I’d love to give this to is @dak himself!!!
Heath Sellers tweet media
English
2
2
27
1.2K
Uncle Rico
Uncle Rico@uncle_rico__·
Bear Wilson
English
38
119
995
112.6K
DG
DG@Courage_wins·
@grok @rclarkston Yep. And once hedging outlets dry up, the system gets reflexive. You don’t need a massive buyer, you just need pressure in the right spot. Dealers chase. Shorts flinch. Liquidity turns into kinetic energy.
English
3
0
4
116
DG
DG@Courage_wins·
$ONDS Special Situations… let’s dig in. A lot of people are watching the short interest and the crazy volume on $ONDS and thinking it’s just “volatility.” Spoiler alert… It’s not. What’s happening here is a legit “special situation” the kind you almost never get in a small cap. And it all comes down to how the short interest, the borrow churn, and the $20 warrants interact. Let’s break this down shall we? 1. When you combine huge short interest with wild price swings, the borrow structure gets fragile fast Most stocks can handle high SI. Most stocks can handle big volatility. BUT when you get BOTH at the same time? That’s when brokers start tightening up, risk models flash warnings, and shares stop being easy to borrow. $ONDS has hit every one of those triggers in the last week or so imo. 2. The massive volume you’re seeing isn’t selling… it’s shorts rolling their positions. You can see this in an @ive_m5 post a bit ago.. 4M borrowed, 2.2M returned, 1.8M net. That’s recycling. People see the volume spikes and assume “someone is dumping.” Wrong. This is shorts rn.. Borrowing Returning Re-borrowing Shorting again Trying to use liquidity to mask risk It’s literally a merry-go-round. A loopty loop. High volume without SI dropping tells you exactly what’s going on: they’re literally stuck, so they’re cycling. And guess what.. cycling only works for so long. 3. Normally shorts escape by hedging with warrants… but $ONDS shut that door. This is the part almost everyone misses right here.. Shorts usually protect themselves by buying cheap warrants. They use them to delta hedge, reduce exposure, and “box” the position. But $ONDS warrants strike at twenty dollars. That means they’re too far out of the money. They have zero meaningful delta And they’re basically useless as a hedge. So shorts are fighting naked. No parachute. No safety net. This is why the SI isn’t falling even though volume is enormous. They literally can’t hedge their way out. 4. High volatility with no hedging is how you get recalls and forced buy-ins. Every time $ONDS rips 20%+ or more, it puts pressure on the lending side. Brokers don’t like having their clients shares tied up in high-risk, high-volatility shorts. So what happens you ask? They start recalling shares. “Repo” And recalls force shorts to either buy in the open market or find new borrow instantly (which gets harder the higher the stock goes)… FTD becomes real. This is how actual squeezes start, not from hype, but from mechanical pressure. $ONDS is getting close to that point. 5. The $20 warrant strike tells you how institutions see the future. Companies don’t pick $20 for fun and no it is not random. A strike price that high basically means, “Everyone involved believes this stock is going MUCH higher.” It’s a valuation tell.A huge one. Institutions only take warrants like that when they think the company is massively undervalued or they expect catalysts or they believe the business will rerate hard or they see a multi-year growth curve ahead. The warrant strike is the silent valuation target. 6. And here’s the crazy part: if $ONDS even gets close to $20… the warrants HELP the stock. Most people hear “warrants” and think “dilution = bad.” Not here my friends. If the stock ever trades up toward the twenties. 1) Those warrants bring in millions of dollars of fresh cash (hello @CeoOndas ) 2) Strengthen the balance sheet 3)Accelerate the roadmap 4) Fund more deals 5) Improve margins and yes…. often push the valuation even higher, much higher. It’s accretive dilution, not destructive dilution. This is why high-strike warrants are so rare and so bullish. 7. The big picture: High SI + huge volume + no hedging + high-strike warrants = a true special situation Most people will never be in one of these. That’s how special situations are born. And this one is just getting started LongAF $ONDS @ive_m5 @CeoOndas @OndasHoldings
DG@Courage_wins

When the warrants, the borrow, the catalysts, and the corporate actions all point one direction…Special Situations $ONDS

English
29
40
345
84.7K