37 y/o frm Garland, Tx| SDE | Linux Eng |📍DFW| Opinions expressed are mine | I read tea leaves | Nothing I say is financial advice | Ex ~7 yr AWS engineer|
@justfara
@mattgurney
It’s worth noting a lot of food banks won’t accept meat/frozen foods/fresh produce from individuals. Check with the food bank to see if they’ll accept it beforehand.
@MichaelWarbur17
Not only is this hilarious, but he's also quite a talented trombone player.
My dad played trombone in band. It's quite a difficult instrument to master as slide positioning is critical...but he also does so many other sound effects with it, which is awesome.
$COIN is screwed. SEC responded to the lawsuit & is pretty clear just from the first few sentences.
@SECGov
basically saying they're not taking an egregious amt. of time in addressing the initial petition filed just 10 mo. ago & $COIN has been retconning everyone.
🤣🤣🤣🤣🤣🤣
🚨NEW: The
@SECGov
has filed its response to
@coinbase
’s complaint over how it applies securities laws to digital assets, asking the Court to deny Coinbase’s petition for mandamus.
“That Coinbase would like its policy preferences addressed immediately does not entitle it to
@zerohedge
It’s not happening. $54.20 is $4.20 and $50.
420 is the international sign for weed and is the next step up on $X4.20 from the closing price of $45.85 yesterday.
Elon is pranking people.
@unusual_whales
what exactly are people spending that $51 dollars on?
Gourmet coffee in Seattle: $8 (that's a bit over-cost)
Lunch: $20 (a bit of an over-estimate)
...even if you get 2x coffee per day (pretty common in Seattle), that only gets you to $36.
So, I'm failing to see where the
@Hedgeye
@AlderLaneEggs
@SBF_FTX
@KeithMcCullough
...and to add to it,
@AlderLaneEggs
has been talking about FTX, SBF, and Gary Wang for MONTHS now...many months! AFAICT, he was the first one to start asking questions (or close to it as I didn't see anyone else talking about that crypto bomb).
@JohnLeFevre
eh, the F-150 comment is maybe 50/50 true. LOTS of people own an F-150...wealthy and not wealthy. Trucks are just fairly ubiquitous in Texas.
I'll agree on the rest of the points though.
@unusual_whales
no, it's because he knows that if he steps foot on U.S. soil, his goose is cooked.
They're all going down for RICO charges at this point if they're apprehended.
Dan Friedberg, Caroline Ellison, Scam Bankrun Fraud, Gary Wang, et. al.
Don't forget Dems & Reps that took $.
@JoshuaPHilll
“I love a good AI”
…I love a good AI as well…too bad none exist.
She says she works with AI regularly and she kind of gets to the point, but she doesn’t really expose that there are fundamental flaws in AI.
Just a heads up to everyone regarding $ENVX...there's a really good reason why shorts don't want the stock to keep going up:
Once the stock breaks $20, that puts 7.8m notional shares ITM via options w/ a $20 strike as of today considering OI for all exp. from today 'til Jan '25.
109%. It’s why numerous “inverse cramer” strategies have emerged (
@CramerTracker
& $SJIM …not affiliated)
I’m not mentioning them as an endorsement, just that some ppl 👀 through the lies of the talking heads. We need to get more ppl to 👀 through the lies.
@hedgeye
gets it. 👍
Take 2 minutes.
Watch this video.
And think about this...
CNBC has employed Jim Cramer for 17 years and paid him MILLIONS.
"Sam Bankman-Fried is the JPMorgan of crypto"
"Elizabeth Holmes is the next Steve Jobs"
"Bear Stearns is fine"
Market manipulation "is very satisfying"
$ENVX 🔋with
#brakeflow
are already being sampled and will be coming off the fab2 gen2 lines in Malaysia per
@rajtalluri
on the conference call just now. This is very good news.
$ENVX: Let the good news flows begin:
Looks like there's a development agreement with a leading smartphone OEM...I'm guessing the samples are starting to look good to some smartphone OEMs of one of the top 5 smartphone OEMs by unit volume...wonder who that could be?🤔
Let's see
More Wall St. experts who are coming out w/ the same things
@AlderLaneeggs
has been talking about since last year. We’re starting to get power in numbers w/ seasoned ex-wall st. ppl coming together for a common goal to rid the country of
#FinancialTreason
#AMCShareCount
This is O'Leary's Cramer Bear Stearns moment:
🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣
@KeithMcCullough
&
@AlderLaneEggs
have been on him for a while. Also, if you were paying attention,
@AlderLaneEggs
called him out for his The Learning Company scam.
In honor of today’s arrest of Sam Bankman-Fried here’s the video from 2 weeks ago of Kevin O’Leary saying he’d invest again with SBF if given the chance.
@unusual_whales
hasn't that youtube account been proven to NOT be anonymous?
...besides, the REAL anonymous from the early 2000s was basically broken up by the FBI in like 2012 or 2013.
...the group that exists today, as I understand it, is not the same folks. They have a completely diff. M.O.
$ENVX - don't underestimate a reduction of 8 weeks on internal battery cell qual time. That's a cost reduction and it's an agility improvement...it allows faster dev cycle time, which enables go-to-market faster.
This is a pretty big deal as well.
people are constantly looking for "the next Amazon"...yet people are missing how $ENVX is following similar paths to $AMZN.
CEO
@rajtalluri
just talked about one of the cornerstones of $AMZN success:
"Starting with the customer and working backwards"
...this is literally how
@cvpayne
He’s not a man. He’s a lizard robot hybrid. Also, it’s not as good as it seems. Their user growth was only 1% whether looking @ MAU or DAU, but their ARPA is down 17% if you look @ the numbers.
They’re further creating an echo-chamber through “AI”. I have lots of ethics concerns
@RealJamesWoods
According to the news yesterday, a man who was deported 9 times and was an illegal immigrant got in a gun fight with Dallas police. He was a suspect in a homicide already and he wounded an officer.
DEPORTED 9 TIMES!
@unusual_whales
So, why should Mark Zuckerberg be allowed to be an arbiter of what is said/not? If you run a publicly traded company w/ a public platform in the US, you should 💯adhere to the 1st amendment. Anything else should be a federal crime, punishable by excessive fines and/or injunction.
@TaraBull808
crypto is a leading indicator on where equities markets are heading since the start of the pandemic.
I was talking abt. the meltdown being imminent in the last few calls ;)
...If $BTC and $ETH stay below $40k and $3k, respectively by EOD tom., it'll start selling off harder.
@MarketRebels
You should’ve put that’s our job in quotes like this:
“That’s our job.”
…because they literally just admitted to trying to control what people think. This is pure 1984 shit right here.
So, $COIN has once again misled investors…
Wow, if they had to shutter trading ALL CURRENCIES EXCEPT $BTC, they’d be SCREWED.
…no wonder they’re trying to fight a losing battle against the SEC.
This stock is a sub-$10 stock.
JUST IN: The SEC asked Coinbase, $COIN, to halt trading in all cryptocurrencies other than bitcoin before launching legal action against the Nasdaq-listed company last month for failing to register as a broker, per FT.
@Stonks_dot_com
Line managers are pretty much the worst. Take their entire salary and hire two more high skilled engineers.
Middle management kills companies. It’s the cancer that rots companies from the inside.
@UFMJA
@TaraBull808
The 🩳 appear to be losing their minds rn & going off the rails. My opinion: what was behind a lot of the sell-offs in crypto on Fri was they need cash to post collateral for their longs in FAANGM & 🩳 on $AMC & $GME. Friday: Lost more on $NFLX than gained on $AMC or $GME.
@Brandan___
@CEOAdam
We should be asking for a reconciled share count.
@gungirlnyc
has done the digging into that.
It gets the exact list of names and share counts.😁
$ENVX:
This is quite telling:
* Guiding to 18k units for Q2 (which is more than double the guide of 8k for Q1)
* Agility line w/ POs issued in Q1 & Fab1 agility line by EOY '23
@cz_binance
@paoloardoino
you guys better get ready, the
@DOJCrimDiv
is coming for you & they mean business. Go ahead & get fitted for that orange jumpsuit.
Also, your punishment will likely be WORSE since you’ve BOTH financed terrorism, hamas, drug cartels & violated
@TaraBull808
@GaryGensler
@jimcramer
@MadMoneyOnCNBC
@PlainSite
Pretty sure that would mean Gensler and Cramer have a pretty clear conflict of interest by having Gensler appear on Cramer’s show. That could easily be considered a bribe, kickback, etc.
I wonder how much Gensler is getting to appear on CNBC with Cramer.
@blombergphoto
@TOPDOGE007
Completely wrong. The market cap of $AAPL is over 2.4T in value, the market cap of $DOGE would be about $130B today if it hit $1/doge. That’s about 1/20th Apple’s current market cap, so your argument is pointless.
$COIN: Brian Armstrong has been selling consistently on Monday every two weeks for the past few months. I suspect we see another sell get filed for 2023-05-08 either after market close today or tomorrow filed w/ the SEC where he sells another 29.7k shares from his trust.
@KobeissiLetter
"However, now as Amazon is shutting down the service it turns out this has NOTHING to do with AI.However, now as Amazon is shutting down the service it turns out this has NOTHING to do with AI."
this isn't really an accurate statement. While it's not FULLY automated/fully AI,
@joshrhoderick
@Hedgeye
@KeithMcCullough
You can’t ever let up on fraudsters, ponzis, and/or crooks. People need reminders of two things:
1. Don’t let up on the bad actors or they’ll begin to think they can get away with it
2. You let other bad folks know you’re out there exposing bad actors & they should shape up
$ENVX. This is a pretty big deal. UL certification is no joke. Just go look on any electronics you have and you should see a UL with a circle enclosing it. That's UL certification.
Any srs electronics (& battery) mfg. gets this certification.
@rajtalluri
is taking no prisoners.
New $ENVX
#journeytoscale
out now.
Quick recap:
• Zone 1: FAT✅. SAT in process (ETA 4 weeks)
• Zone 2: FAT will be done EOM. Yields showing high. Agility line in Fab 2 by mid-March. HVM few weeks behind Agility line.
• Zone 3A: FAT by EOQ1
• Zone 3B: FAT✅. Shipping to
A new Journey to Scale podcast is now available. We catch up with Enovix COO, Ajay Marathe for an update on Gen2 manufacturing milestones at Fab2 in Penang, Malaysia. Listen here 🎧👉
$HELE filed 8k 2day talking about how they're re-organizing their 10k. Why wait to make this announcement one week b4 earnings?
Optically, it looks like they're playing games w/ reporting to make something 👀less bad, IMO.
@AlderLaneEggs
@HedgeyeRetail
@AlderLaneEggs
I get the feeling someone at
@tZERO
is “UP TO NO GOOD” as you like to put it & we may hear something rather soon.
I suspect that person may be a Goone. 😉
@tspencer322
@TaraBull808
Uh-Oh! wut doin' $ETH? Looks like crypto selling off hard again. must need liquidity to maintain all that margin the institutions & hedge funds have been dumping in
#crypto
since mar. '20.
Sus. shenanigans inc. tmrw. on $AMC, $GME, & other meme stocks.
@joceyreyes209
@rajtalluri
I mean, this 👀 extremely straight forward to me. The co. they’re buying can already manufacture zone 1 (for sure) & I zone 3 (it would seem), so they just need to do a bit of retrofitting once & add in stages 2 & 4 after FAT & BOOM…site 3 is up & running.
Also, that gives
@BillyM2k
They turned their head and looked behind the vehicle. I know, it’s really difficult to crane your head like that, but it’s how they did it in the old days. Also, people were more cautious and took time to wait and make sure it was clear.
All crazy thoughts. I know.🤣
$ENVX: It looks like, once again,
@joceyreyes209
was right again about financing additional lines...they've got interest from the OEMs to help with financing lines (I think
@AlderLaneEggs
mentioned this as well) as well as the governments they could work with to do financing and
@StockJabber
If I were on a zoom call where the CEO said that, I’d quit that same day. Not the right attitude at all. Opposite of a leader, irrespective of whether she took a bonus or not. So many verbal queues in what she said were 🚩s.
finally made it to
@AlderLaneeggs
quote:
and it's a very good question? Golman always manages to slide out of there like oil sliding past engine parts.
@DavidBCollum
This keeps getting more and more interesting to read. I'm almost done with part 1!
Woah…that’s big news for $ENVX.
While this is likely in an auxiliary product, like the below, it’s an easy step before putting it actually IN the phone.
…I wonder who all were saying this was the probable roadmap for $ENVX to get 🔋 in $AAPL devices…
@AlderLaneEggs
@Hedgeye
Marc brought an $ENVX battery to conference that $AAPL is sampling. It attaches magnetically to the back of an iPhone w/o a cable and charged the battery. Cool demo by
@AlderLaneEggs
.
Cell phone users will gladly pay for something like that.
@Enovix
has enormous potential.
Cartel:
"a combination of independent commercial or industrial enterprises designed to limit competition or fix prices"
Citadel, Goldman, JPM, Credit Suisse, Deutche...all proven in past by SEC to do as above. Cartels r illegal, no?
@DOJCrimDiv
@SECGov
@unusual_whales
…meanwhile, two lawyers used ChatGPT to submit a case and are now potentially facing disbarment for citing irrrelevant/outdated case rulings:
…story reported on multiple outlets
$AMC 🔥We Landed The Super Bowl Contract!!!🔥 We Are Flying 5 Planes During The Tailgate Party🔥 Messages Are 5 Miles Long And Can Be Seen Up To 15 Miles Away🔥 I’m So Pumped Right Now!🔥LFG🔥
@mcinnes_danny
@rajtalluri
@EnovixBatteries
It's also worth calling out that this first line is likely the proving point these OEMs need/want to go ahead and drop the cash to fund one or more dedicated HVM lines.
Think about it...they know the output of one line. They know how many batteries they need per year. They want
@AlderLaneEggs
who's Samsung again? They have a phone, right? Or multiple phones? Don't they have the snapdragon ARM CPU?
...isn't the snapdragon a Qualcomm CPU?
...I think there's a new exec that was from Qualcomm...🤔
...the new CEO used to be @ Qualcomm:
Just a reminder to everyone as
@alderlaneeggs
says:
Long weekends are ESPECIALLY BAD for frauds.
This weekend is a long weekend.
$TRUP
#tether
#Binance
@Sky_Cam7
I’m calling out all 40+ politicians in office that have been there since before the ‘08 housing crisis.
If a politician was in office in ‘08 and has remained there ‘til today, they need to go.
I started with the senator of my state up for re-election in mid-terms this year.
@CEOAdam
This would go a long way in showing all the investors that we’re all in this together and that we care about the health of the company, the investors, and that Fiduciary due diligence is being done to instill investor confidence.
#amcnotleaving
#weeantfairmarkets
@CEOAdam
Can you contact Share Intel as there program seems reasonable in cost and could put the question to rest about the dilution of shares, and if so the responsible parties.
Boy, I really with my $AAPL iPhone had an $ENVX 🔋, because it wouldn’t be at 43% right now from all the use from just 8 hours of use.
Also, my
@Apple
M1 Max wouldn’t be at 17% with an
@EnovixBatteries
🔋 on the same amount of use.
TJ is a no nonsense operator. I'm liking TJ's takeover as chairman of $ENVX. He's to the point & a clear communicator.
If you're not watching the presentation right now, you should.
@AlderLaneEggs
@DrTJRodgers
$APE & $AMC dilution (like
@AlderLaneEggs
& many others warned). So, I'm fully out.
Thought I'd get one last time to do covered calls b4 dumping everything to recover a bit more capital, but
@CEOAdam
decided to let investors
#chokeonthat
dilution. We ALL warned of the dilution.
@gnoble79
His name is now Scam Bankrun Fraud,
@gnoble79
. But yes, it was a good call-out.
It didn't take much sleuthing to figure out they were shady AF. It's sad a bunch of people didn't listen to you, Marc, or other similar warnings leading up to this train wreck.
This is a warning flare. This is not a good sign for BinanceUS or Binance.
You don’t have much time left to get out. Don’t gamble on when the last moments will be. Lots of ppl knew in 1929 the market was over-valued & would correct. They chose to gamble w/ when the market would
@AlderLaneEggs
IMO, there are AT LEAST TWO megacaps hunting exclusivity. That’s conservative. I’d argue three to four would likely be hunting for exclusivity if I’m being a bit more bold:
Samsung
Apple
Meta
Google
Two for sure:
Apple
Meta
Higher confidence:
Samsung
Lower confidence:
Google
Here's a very telling segment of a speech by Dr. Burry back in 2012:
11:07 in explains one of the exact factors at play here:
Home prices are diverging from income. Again, look at the tech cities for that info. Seattle is up 7.1% according to norada.
Just a little reminder of names $ENVX is working with.
When Fab2 is online, things will really start to heat up and we’re almost there…I wonder what this year’s CES will bring us as far as goodies wrt $ENVX are concerned…🤔
@KobeissiLetter
@ParrotCapital
What’s shocking is just how crappy of a company they are. I knew they were bad, but those pathetic attempts to juice the stock were REALLY bad.
@IFNY2775
@unusual_whales
That was the first level federal court. This was an appellate court. If they want to push it through, the next step is U.S. v. Texas in Supreme Court.
…2nd column from the right since last week it was in a federal district court.
@AlderLaneEggs
@SECGov
…and next week is a VERY short week. Short trading day on Monday. Trading closed on Tuesday all together.
Agree it would 💯be a good time for an announcement by SEC and a resignation!
So, here's something really interesting from today's price action on $AMC. Fidelity Active Trader Pro shows volume through the ENTIRE AMC halt. There was a SINGLE minute where volume was 46k. Wasn't that halt supposed to be 5 min.? I don't see 2 minutes on either side under 1.5m.
@marcuslemonis
@Overstock
There's a bunch of people that apparently are either wanting to comment the answer on here just because and also retweeted, OR, they didn't read the instructions and forgot to retweet.
Folks, as much as I want the pool of people who could win to be reduced, the instructions say
We're excited to announce our first high-volume production facility will be located in Penang, Malaysia, joining an exciting ecosystem of high-tech manufacturing companies in the region. Read more here 👉
L/S portfolio (main book) ended the day up 149bps.
Yesterday was up over 300bps...clawing back that capital thanks to the
@Hedgeye
process, coach
@KeithMcCullough
, remaining calm, &
#executing
.
@WallStreetSilv
Treaties that violate the constitution are subject to judicial review just like any law. States can sue and take it to the Supreme Court. I think they probably have a case. Also, treaties must be approved by Congress. GL getting it passed with the current senate/house.
@AlderLaneEggs
Yup. $SI is done…like a burned steak. One money launderer and criminal slipping by is a mistake. Two is data. Three is a pattern of criminality…they’re way worse than just three now. They’re part of the grift. 🗝️ to the grift, even.
@2HOT4AMC
@TaraBull808
@Sugarkush6
I have to thank Tara a lot for encouraging me to engage more on twitter. If I hadn’t met her and gotten encouraged to join spaces calls, I wouldn’t have met a bunch of smart, seasoned folks and I may have missed out on some very good trades to supplement my AMC and GME positions.
So, I have full control of what stocks I buy in my IRA…let’s just say I’ve got a few more shares of $AMC today. If you saw a tick across IEX for 1000 shares, you have a good idea of knowing who that was.
Definitely worth a listen. Ajay clears up the FAT timeline for $ENVX in the first 4 minutes of the podcast:
October is when Zone 1 is expected to be completed. Then, it’ll be on to zone 2, 3, and 4.
@AlderLaneEggs
@joceyreyes209
Today we are thrilled to launch our first "Journey to Scale" podcast! Take a listen as our COO digs deep into the details of our manufacturing milestones and how he achieves manufacturing excellence. 🎧 👉
just bought 30 more $AMC
#amc
shares to bring my average down some more. Still waiting on FED decision to see where things head next. Continuing to roll my trade profits to amc/gme as I take profits on other trades in my portfolio.
#NoOptionsMay
15) A few weeks ago, FTX was handling ~$10b/day of volume and billions of transfers.
But there was too much leverage--more than I realized. A run on the bank and market crash exhausted liquidity.
So what can I try to do? Raise liquidity, make customers whole, and restart.
@AlderLaneEggs
@DrTJRodgers
Ajay (new COO) is talking about
#ownership
right now. Something that I hold dear from my nearly 7 years at AWS/$AMZN.
"Every down machine has an 'owner'". - YES!
Looks like it’s starting. Binance is collapsing just like FTX. Pretty sure FTX did same thing right b4 collapse.
Did I get that wrong,
@Bitfinexed
&
@AlderLaneEggs
or am I remembering correctly wrt withdrawals?
Also, wonder if this has something to do w/ $SI
@DOJPH
probe 🤔.