@alojohhardcore If possible, would be grateful for a view from the team who did the research on LITE on whether this might also be a credible play in this market segment x.com/aleabitoreddit…
@alojohhardcore Not sure if you have come across it in the course of the LITE research, and if so, if you have a view, but the other name that comes up alongside LITE in fintwit is SIVE, a Swedish company in the process of dual listing on Nasdaq
@alojohhardcore@Kern_Harst@santoshpud Is the recalibration with respect to the magnitude of the expected move up to earnings only, or does it change the thinking in terms of approach as well?
@alojohhardcore@ThibaudBast Thanks for the detailed guidance AJ, super helpful. Acknowledging that levels remain dynamic and we should not be going by any hard and fast rules, do you mind sharing ballpark price levels at which you are personally looking to layer in trims?
@alojohhardcore@lwelton01 Does this also mean buying on the first day of trading (assuming can’t get an allocation in the IPO) almost guarantees upside in ~2-3 weeks assuming index inclusion and forced buying is a foregone conclusion?
@alojohhardcore Makes sense. And presumably he will want to do the consolidation sooner rather than later. At earliest this is likely a Q4 event though?
@alojohhardcore Do you mean to say he does (rather than doesn’t) have a motive to keep TSLA price high, but difficult at >200x forward PE? To show to potential SX investors that the Elon hype train is alive and well.
@alojohhardcore Hi AJ, assuming Elon's priority is to maximise SX IPO success, is a stronger or weaker TSLA share price more supportive of that goal in this period leading up to the IPO?
@alojohhardcore The real difficulty seems to be in differentiating the genuine shifts/signal from the hype/noise, especially in the early stages of a move - very glad to have capt’ AJ’s steer as events unfold