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$NVDA I guess this is really all that matters... image from Coatue deck.
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Scavenger Capital
1.8K posts
Scavenger Capital
@ScavengerCap
“The reality of finance - there’s an awful lot of mental energy spent on outracing, outwitting & influencing others” | NOT FINANCIAL ADVICE
Omnipresent เข้าร่วม Nisan 2025
14 กำลังติดตาม211 ผู้ติดตาม
I think institutions are building pair trades here... LONG $SPCX short the rest of the cohort
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$ADBE Shares will pop 10-15% if a highly reputable CEO is named.
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@EquityBrian $CPNG much smaller fine than what was anticipated, and this is probably why...
semafor.com/article/06/10/…
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@QuiverQuant $CPNG For everyone that follows congressional stock trades. This isn't quite the same but it has extremely strong vibes. Per Semafor.
semafor.com/article/06/10/…
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@KellyCNBC That anecdote about U Chicago students working at Stop and Shop hit hard.
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I'm still amazed that over all these years of biotech IPOs $PBLS is THE LARGEST OF ALL TIME measured by dollars raised.
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$RKLB $RDW $LUNR $ASTS ARE ALL IN A DOWNWARD VORTEX. ALL OF THE DREAMING IS OVER... NOW WE NEED PROFITS
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$RKLB Will be watching to see if this breaks 105 later this afternoon. Betting we see a large 'source of funds' move ahead of SpaceX IPO.
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$RKLB Paying near 100x trailing p/s for what? they don't even have a Starlink offering.
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Think $RKLB could close under 100 today as sof for $SPCX. The WSJ article rang the bell that it's time to sell.
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$RKLB is gonna get cut in half as we all wait for Neutron
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This development at $SBUX seems bullish for $PI @DanielTNiles
reuters.com/business/starb…
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