That's a HUGE SPAC ipo. Thoughts? Here's the IR deck: https://www.sec.gov/Archives/edgar/data/1818355/000119312520311171/d93617dex992.htm
Still holding. Will look to cover half in the $25-30 range, depending on how the stock continues to trend.
PLTR is BACK! Diamond hands. Loveeeee NET, man. Not holding nearly enough but yall that are look GOOD.
I really don't see how we can sustain 30, especially with how fragile everything is on news/rumors... But this is pretty insane too, I mean some companies have really shifted the market and I haven't checked but I'm assuming retail investors are still at an all time high. This go around has definitely changed things from previous years I feel.
I made a small bet on BFT (Paysafe). I like the industry and that they have exposure to online gambling but the $9B valuation could be rich. Also I need to save my cash for the Roblox IPO. I think AirBNB and Doordash gonna be too overhyped (like the SNOW IPO) for my liking.
TRNE is only a $750MM market cap company. I figure it just takes a little bit of good news or data to push it there because as you said, so much is banking on future growth potential. All we need is Biden to say "America first/We need to have more manufacturing in the US" or something like that next month when he takes office.
but will it close the 518-521 gap before closing today? if so, then the Mkt value of this CALL spread could be 38
Definitely agree with you, and very nice moves. On your other post those are also some great call outs! Man, I wasn't even thinking of Roblox ipo (I know everyone's kids, including mine played it at some point), very nice chance to rocket. I have been trying to see if something like a Discord going public or another popular platform that could jump - I mean assuming they announce an ipo etc. I've still been holding out hope for a little breakout on Nokia but I think that's dead atm - like even good news doesn't make it move.. Although the 6g news with EU might be too early, or it's done and I should just stick with an Ericsson or other wireless tech play that would have at least moved. I think with the current market though - the moves like TRNE and others discussed are where it's at.
Yes, your BX play was a great call a few months back. I'm hoping I can actually share some moves before they're pointless discussing to add more to the thread.
So I'm not sure I've ever had a day better than today in the market. Maybe I have, but it was back during the dotcom bubble. This is just insane. I'm officially scared. lol. So... my moonshot picks so far and their returns on straight stock purchases : PLUG : 184% SPCE : 107% LAZR : 105% (I've owned this thing for 3 days if you don't count the weekend. wth.) GRWG : 102% (down 6% today, lol) TRNE : 85% (I bought into this back in September @ $12 but DCA'ed 3 more times as it dipped down into the $10's) I got into a couple others recently that are just around 5-10% on returns, so too early to tell if they'll flop. I'm just waiting for all this to blow up in my face by the end of December.
Ended up selling msft ytd for a spac that MAY merge with paysafe, a company I never heard of b4 ytd and without info on transaction terms lolz. Embrace the bubble!
Thanks; at first glance valuation looks rich tbh. Organic growth kinda slow. Will take a closer look later.
I'm at my limit for moonshots. LOL. I don't think I'll be adding another one without taking profit in one or more of these. A few of these have made me more money in a few days, weeks, or months than stocks I've held onto for years. Crazy. Makes me want to go find a Millenial or Gen-Z and hug them.