Scavenger Capital

$NVDA I guess this is really all that matters... image from Coatue deck.

I'm certainly not the first person to post on the ridiculousness of $VCX. With the $SPCX "proxy trade" behind us and a mid Sept lockup expiration looming for pre-ipo investors, who's going to step up to keep shares elevated so these investors can dump for 6x NAV. Volunteers?

$SPCX SPACEX: UNDERWRITERS EXERCISED OPTION TO BUY ADDL 83.33M SHARES

$ROKU Needham's Laura Martin nailed it

I think institutions are building pair trades here... LONG $SPCX short the rest of the cohort

$CRWV oh boy... COREWEAVE TO JOIN NASDAQ-100 INDEX $QQQ

$ADBE Shares will pop 10-15% if a highly reputable CEO is named.

$ADBE I'm calling the bottom here.

@EquityBrian $CPNG much smaller fine than what was anticipated, and this is probably why... semafor.com/article/06/10/…

$CPNG reuters.com/legal/litigati…

@Downtown You should be pounding the table on $CPNG youtube.com/watch?v=qiabFx…

@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/…

@KellyCNBC That anecdote about U Chicago students working at Stop and Shop hit hard.

I'm still amazed that over all these years of biotech IPOs $PBLS is THE LARGEST OF ALL TIME measured by dollars raised.

$TSLA TIME TO FREE UP THAT SPACEX MONEY.

$SMH vibes

$QQQ $SPY BUY WHEN OTHERS ARE FEARFUL

$RKLB $RDW $LUNR $ASTS ARE ALL IN A DOWNWARD VORTEX. ALL OF THE DREAMING IS OVER... NOW WE NEED PROFITS

$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.

$RKLB Paying near 100x trailing p/s for what? they don't even have a Starlink offering.

Think $RKLB could close under 100 today as sof for $SPCX. The WSJ article rang the bell that it's time to sell.

$RKLB is gonna get cut in half as we all wait for Neutron