Holding $5 leaps.

Sold puts too, cashed out of those tho

The official penny stock of 2020.

NNDM was hilariously volatile. Money was made.

They 3D print shit for space, no?

But there’s so much controversy surrounding them, and I’m sure their SI is obscene. Feels like a surefire way to lose some money

I fuckin hate Jim chanos

He’s such an arrogant prick.

Think it’s gonna float around these levels for awhile

Amazon hasn’t really popped with the rest of mega cap tech in the past month or so.

And, I think, it’s going to be 1-2 quarters until amazons cost cutting is going to show itself in margins and earnings, which is what I believe investors are waiting for

It’s up 15%+ since the beginning of the year, unless you meant since the beginning of 2022, to which I say, find me a non profitable growth stock that isn’t down, a lot, since then

Carvana is not a reasonable comparable at all

Ya I didn’t follow the chat bs I just ignored that I wasn’t even sure what it was supposed to tell me

They’re growing at an obscene rate. You can’t just disregard that and then talk about how they’re wasting money on ads and not making money.

I mean, you can, but it begs the question of why you’re in a non profitable growth stock in a high rate environment

And rising rates put them into bankruptcy!?

They have a banking charter, they take advantage of that rising rate environment as well.

And they’re not that far away from being profitable. -40m net income q4 2022, ~-.05 eps. I mean, given their growth, that seems a bit extreme.

Particularly with the CEO buying $7m worth of shares in 1 week in December. Shit he’s been buying a fuck ton of shares tbh. Like tens of millions of dollars worth for months now. Seems strange behavior for a company in the fast lane for bankruptcy.

while stock based comp is to be expected, it remains an irritation. ~$70m in SBC last quarter alone is crazy. That being said, it’s been trending down the past 2 quarters, hopefully that continues.

Bing is trash

“Putin only has 2 options now, nuke or negotiate”

I mean… Based upon what?

This war can and probably will drag on for quite awhile.

I could just as easily say:

Oil is going to $150. Here’s why, game theory says Putin cannot lose because he will be murdered by his own intelligence agencies, ergo, the war cannot end and were fucked.

Delivery numbers

This is the NIO model, which seems to be quite efficient and actually works, however, I suspect it’s more applicable in huge cities.

AWS

The sources on this have been dubious af, doesn’t seem to be widely reported

If you were paying attention, europe had been stock piling gas reserves for months now

Whether it lasts the whole winter, who knows, but most of Europe should be good until March.

Non story, was a non story for a minute.

But people wanna see the world burn

Why is that? Their margins outside of AWS

There’s Amazon “don’t care about the stock price”

And then there’s meta “don’t care about the stock price”

On AWS, perhaps they set some really hard to beat comps, and keeps a strong/healthy growth rate years out.

The truth of AWS growth was probably somewhere in between

I’m fully aware of what a cc is

I’m saying, how’s that premium doing relative to decay

How’s that workin g out holding tqqq long term… wjth the decay