Matheus Lonning
6.5K posts

Matheus Lonning
@mathlonning
L/S equities | Not Financial Advice [email protected]
San Francisco, CA Katılım Ocak 2015
54 Takip Edilen3.2K Takipçiler


@tnglxn4 No plans of selling anytime soon. Maybe over 30$ I’d consider
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@SubtleInduction They’re having a great week. That’s a fact. Doesn’t mean the quarter will be great.
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@mathlonning Meeting sell-side consensus estimates is now the bar for greatness?
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@LIGregC Yes they could’ve. They should’ve communicated CHOPS whenever they first thought about it.
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@mathlonning Stock is being punished for capex investment that will long term give it an incredibly strong moat. The issue I see is they could have communicated sooner and more clearly how that would impact margins and EPS.
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@endless_frank They tryna pin it down like a mf today cause of opex but buying pressure strong. It’s inevitable
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$ASTS Starting to feel confident about momentum returning here.
We’ve had a rough go, but the entire outstanding share count changed hands post New Glenn launch and we’re clearly building rising technical support.
I watch the tape a ton, it’s starting to feel different, like bursts of upside momentum will start to hit the stock.
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@mathlonning I didn't know $TMDX has the physical ability to turn green.
It's like those pink pineapples. Uncanny valley.
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@spacanpanman @endless_frank Scott did say partnership, deals and etc would accelerate going into the rest of the year.. 👀
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