OZSC is having another amazing run. It is up 45% so far today. I expect a dip while people grab profits, so be on the lookout for that.
Wow congrats u guys, missed out on this one. Mvis blowing up too, @davidio840 is set for life lol. Anyone heard of/use matterport? Is it the clear leader? The technology looks really cool, the valuation is sky high, but if it's the undisputed leader, it may be worth it https://www.reuters.com/article/matterport-ma-gores-holdings-vi-idUSL4N2KE2ND https://matterport.com/sites/default/files/media-files/Matterport Presentation 2021_0.pdf
I got a decent position into WWR at the end of last week. It will be interesting to see where it goes
@Buck Turgidson I'm reducing my acrx position here as it was getting uncomfortably large, over 30% of my port. Still strong conviction long term though. Next catalysts: - zalviso fda approval (their 2nd product which has already been approved in Europe), unknown timeline - sales partnerships for specialists fields, they have a big partner for dental, but looking for plastic surgery and ENT partner - next qtr earnings will include rev from army contract for the first time, may surprise some ppl - 2022 automated packaging facility comes online cutting cost by 60%. The first 2 are impossible to time. I'm just gonna hodl. If they can execute, this has multibagger potential.
I've heard of Matterport but a $2.5B valuation for $100MM revenue with no profits for 3D real estate imaging is too pricey for me.
If it's unique (still researching) and disruptive the market will attach a premium. Look at nndm, $3b cap for $4m revenue...
I think today is/was my biggest day of the year. I guess we'll see how it plays out. Bought MJ and SPOT on dip late Friday. RIOT & MARA twin towers going HARD in the paint and their Head Coach BTC is making all the right play calls. NET is BACK! NNDM & PLTR doing their typical Cathie things... ONTX, SESN, BRQS - I don't know what these things are but they're making money. Everything is green in my account except Sonos, ETSY (ER's this month will help) and PLUG. Type me up a resignation letter too @saitou
I own stocks that are up, and I have no idea why they're up most days. I mean FCEL, GRWG, DM, etc. up ... why? Who knows. lol. Crypto up, house value up, stocks up, comic book prices up ... it's official -- nothing goes down. Dave Portnoy isn't as dumb as he sounds, apparently.
Placed some new SPAC bets today: SLCRU - Trading close to NAV. Looks like a solid deal team based out of HK with a target focus on Asia/China. NXU/U - Prior SPAC, APPH, turned into AppHarvest, which blew up. DCRNU - Prior SPAC, DCRB, turned into Hyzon fuell-cell startup. Keeping an eye out for $FACA when it starts trading cuz the management team looks solid.
