mikagul
792 posts
$ABVX As much as I hate to say it, Marc destroyed some serious value with his comments to CNBC. I get that he's trying to signal that we'll go-it-alone, but, in my opinion, he should have just held an earning calls where he could have made prepared remarks and developed a message other than "why hurry." Or he should have just remained quiet. I believe this selloff is all retail-driven and I'm not changing my position, but it doesn't mean I'm enjoying it.
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People learned nothing from tariff tantrum
People learned nothing from 2022
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@SixSigmaCapital The invasion is probably not happening until USS Boxer arrives
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@MelMattison1 > gets bitchslapped
> I was just not being real serious
Sure bud
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I hate to say this, but it is the truth. Iran does not want to fuck with us if we get serious. And we can get serious. We are roughly 2.5x their population and we are much more lethal. It will kill our stock market, but we can destroy Iran. Trump may just be crazy enough to go all the way. Iran should back down.
Mel Mattison@MelMattison1
If the US government were to kill as many Iranians as they did US Southerners on a percentage basis, it would mean killing roughly 23 million Iranians. We don’t want this war.
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$abvx
Some people legit swore a buyout on all these situations and were big wrong on everyone. You know who you are. Do I name names?
Pre JPM
At JPM
At ECCO
At earnings
After jet tracking
After La Lettre 1,2,3 and 4
Increase in options activity
Tuesdays
Am I missing any?
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@kingtutcap Nah, he is going to keep cosplaying Putin to the bitter end. Crimea was a win, what came after though...
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In a parallel universe, Trump would've taken the massive Venezuela win and just chilled till the midterms...
Delcy Rodríguez@delcyrodriguezv
Ayer recibí a una delegación del Comité de Relaciones Exteriores del Senado de EE.UU., junto a la encargada de negocios, Laura Dogu. Seguimos avanzando en una agenda de trabajo conjunto para fortalecer la cooperación en beneficio de nuestros pueblos.
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$ABVX mgmt in 1:1s:
• CCO hire to be announced on Monday in the earnings PR
• Expect to raise post-maint
• Not happy with La Lettre; have requested them to stop
• Bullish tone re: maint data, but setting a modest bar
Still one of the best names with an incredible asset.
I’m glad they’re insulating themselves with commercialisation prep, just in case they have to go at it alone.
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@DA_Capital_ @pennycheck The stock mooned with 0 news. Most probably fades soon
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@pennycheck Lmao do u have any idea how high this can go fundamentally? I’ll have to run the numbers later
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This is honestly been such a hard market since October—the hardest I have experienced (not that I am that experienced). I’ve just chopped down since October. If you are making money consistently you are probably in the top 10% of investors or traders, and even just being flat is really good.
I do think if things get really bad, which again they might, vs. like post liberation day when I was much less bearish… and you keep your head and book… you’ll do very well when things eventually improve
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New subs-only writeup on $AMPG is live.
This is one of those microcaps that looks dead on the long-term chart but starts to look very different once you focus on what’s changed recently. There’s a clear inflection forming, meaningful upside if execution continues, and very real risk if it doesn’t.
Not for everyone, but exactly the kind of setup I like to study closely. Full breakdown for subscribers only.
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If the $QQQ closes green today I will give $200 to 3 random ppl who like this tweet.
Go
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@JohnLoc18 Almost like you were told, how dumb calls here were.
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