Lafferty, Daniel

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Lafferty, Daniel

Lafferty, Daniel

@ednol7

Katılım Aralık 2011
1.5K Takip Edilen295 Takipçiler
Kevin Xu
Kevin Xu@kevinxu·
NEW TRADE: ALL IN $QS. Highly speculative play. Catalyst is 13F drops this week. - $5B val with $1B cash and 20% short interest - volume has been creeping up (me like) - huge open interest on calls this week (spicy) - copper is going up, "battery trade" might be a play - CEO was an EVP at $SNDK and president at $WD, notice anything? - rentech, vanguard, blackrock, etc all increased holdings in Q4 last year. more 13Fs dropping this week might reveal more hedge funds who loaded up in Q1 alerted subscribers here first (ty ♥️) been watching this stock for a whole day and binged a bunch of youtube videos last night on solid state batteries. high level $QS is the leader (with patents) and they've been sharing a lot on social media. they recently expanded their market beyond evs to include ai data centers and defense companies and also switched to a licensing business model (smart). risk is that solid state batteries have been "almost here" for 5+ years now and still not at commercialization scale (currently at pilot scale). this is quick technical play but also a fine long-term hold too. problem is one would have to be really patient to wait for their next update on commercialization. as a reminder: this is my challenge account where i restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. now at $59k. took the L on $HIMS for -5% loss. TLDR: earnings was not bad, but not that exciting short-term either. better to come back to it in a few months pleaase do your own research. this is mainly a technical-based swing trade. meaning: quick in and out. sorry it took so long for the thesis. been driving and in meetings all day. the trade came together really quickly and i wanted to share it and my thoughts as fast and thoroughly as i can. its hard to notice "now" is the time, make the trade, record it, and write a good cited with sources post while on the go. pls lmk how i can improve.
Kevin Xu tweet mediaKevin Xu tweet mediaKevin Xu tweet mediaKevin Xu tweet media
Kevin Xu@kevinxu

NEW TRADE: SOLD $HIMS AND FULL PORTED $QS Driving right now. Full thesis coming soon.

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Freudy
Freudy@Freudy·
Freudy tweet media
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Jesse Granger
Jesse Granger@JesseGranger_·
Officials declined to speak to, or offer a statement on this waved icing call by linesman Bevan Mills.
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Ryan Whitney
Ryan Whitney@ryanwhitney6·
What an answer. Connor Murphy thank you. And Oilers immediately take a penalty
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Greg Abbott
Greg Abbott@GregAbbott_TX·
@MarioNawfal FYI this erroneous court ruling has already been appealed and halted. Additionally, the so-called city is the subject of other litigation and countless investigations. It will never see the light of day.
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Chamath Palihapitiya
Chamath Palihapitiya@chamath·
On page twenty-six of “The Billionaire Tax” proposal in California, it explains how the state legislature can convert from a Billionaire Tax to an Everyone Tax without voter approval. They can also adjust the tax to be a yearly tax, not just one time…again, without your approval. Intelligence test for you: if this was meant to just target Billionaires, why did they write this in?
Chamath Palihapitiya@chamath

The Billionaire Tax is actually an Everyone Tax. The Billionaire Tax is a new tax proposal written by four professors who don't believe in the American dream. Some of them aren’t even American…go figure. Despite its name, it applies to every California resident who currently has assets or ever will. The creators named it the Billionaire Tax so you would get into a froth andwouldn't look closely at what it actually does to you. On page twenty-six, it explains how the government can convert to an Everyone Tax without voter approval. They can also adjust the tax to be a yearly tax, not just one time…again, without your approval. Here's how the tax would work: As a voter, you're being asked to approve a tax that would require you to: 1. list all your assets and the value of each, then submit them to the California Franchise Tax Board. 2. authorize the tax board to appraise your assets and confirm the value of each. 3. pay a penalty of up to forty percent of your tax bill if the board determines your reported value was too low in their opinion. 4. allow the tax board to subpoena your financial records from every one of your financial institutions for auditing. This Everyone Tax runs 34 pages of shifty language describing how the government plans to take your assets. Read the fine print and decide for yourself. If this were truly a billionaire tax, it would be 3 pages. It’s 34 pages so that it can create the mechanisms to steal from all of you.

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