"Never get married to a security"- Wyckoff
"Forget the adage buy low and sell high" - O'Neil
"The tape tells all .. learn how to listen properly" - Weinstein
Happy Navratri Day 1 🙏
अर्द्धचारुचन्द्र से बद्धकेशी, हाथों में त्रिशूल एवं वरदमुद्रा धारण करने वाली हैं। आपही बाला त्रिपुरसुंदरी व कन्या कुमारी हैं। भगवती से प्रार्थना करे-
वन्दे वाडिछतलाभाय चन्द्रार्थकृतशेखराम् ।वृषारूढां शूलधरां शैलपुत्रीं यशस्विनीम् ॥
OMG 😳 230 SPACs are trading under $10👇
I don’t think there is further room for downside .... this may be indication of SPAC bottom .... What do you guys think??
Theoretically at least, an investor should buy a cyclical stock as the economy recovers (expect share price 🚀). As the economy hits its peak, and GDP growth starts to ease back 📉and turn neutral or negative, then defensive stocks will outperform cyclical stocks.
FOMC Dec 13:
1. Median Fed Fund Rate 4.6% for 2024, down from 5.1% in the September projection, implying three cuts next year
2. The 2024 real GDP forecast was marked down 0.1pp to 1.4%
3. The UNEMP rate forecasts for 2024 and 2025 were unchanged at 4.1%
source:
@JaguarAnalytics
$FIII 🔥🔥Electric Last Mile - An Undervalued Electric Vehicle SPAC
👉first-to-market in the U.S. with a Class 1 delivery EV
👉30,000 EVs already on the road globally
👉top-selling EV in China for the first half of 2020
👉 30,000 pre-orders in hand
$BFT🔥🔥
Bill Foley’s four-point plan for Paysafe includes integrating its platform globally, delivering increased organic revenue, capturing more of the U.S. iGaming market, and using its size to consolidate smaller fintech players worldwide.
$BFT 🔥 Paysafe
👉Paysafe is a leading integrated payments platform, with a two-sided consumer and merchant network processing $100B volume
👉enables businesses and consumers to connect and transact seamlessly through payment processing, digital wallet and online cash solutions
$BFT 🔥🔥 buying right now is like buying $PYPL, $SQ, $V five years ago.
Products & Services
👉Cash Online: cash payments online
👉Direct Debit: instant, secured bank payments direct from consumers
👉Digital Wallets
👉Integrated Payments
👉Online Payments: e-commerce solutions
$RSI 🔥👁️🔥
👉Grew revenue 337% in 2020 and 260% in 4th quarter
👉Second largest online casino operator as measured by GGR for the full year 2020
👉Increased 2021 revenue guidance by 37% at midpoint from $420 to $460 m
👉MAUs grew 165% in 2020 and 116% in 4th quarter
1/2
@unusual_whales
Rate hike as expected but T10-2Yr yield curve has been inverted for 22 straight Days 😱
Longer it stays inverted, higher the chances of longer and deeper recession 😰
🔥Solar Stock🔥 $OEG 🔥🔥 going to skyrocket after consolidation
👉growing at accelerating rate i.e. Q. Rev growth (YoY) 124%
👉undervalued: P/S 5.8; EV/Rev 4.3
👉low float
👉tailwind: Biden administration focus on clean energy
👉adequate cash at hand after descent issuing
Could $DM 🔥Be a $100 Stock in 5 Years?
Revenues in 2020 were just $16m, but management is guiding Rev. to exceed $100m in 2021, more than 6-fold increase. Revenue growth in near term will be driven by printer sales, as $DM works to establish market share
$BFT 🔥Paysafe
👉owns and operates B2B and B2C online payment networks which offer eCash, digital wallets, POS, eCommerce processing solutions
👉estimated to report 103 billion in transactions; $1.5 billion in Rev. and gross profit of $963 million in 2021
$QELL 🔥🔥
“In 2019, Lilium unveiled a prototype for a five-seat, battery-powered aircraft that takes off vertically like a helicopter and that it said would be able to transition to flying on wing like an airplane for 300 kilometers (186 miles).”
DD 👇
$SNPR 🔥
@VoltaCharging
- another Undervalued SPAC
👉Volta has charging stations in 23 states
👉 3,014 screens installed at 1,507 stations at 459 sites
👉pipeline calls for 20,136 screens and 10,068 stations across 5,030 sites
👉$25 mm Rev. in FY'20
👉Est. Rev. of $47 mm in FY'21
$SSPK 🔥 Amazon of Weed 🔥
👉Combo of cannabis SaaS and consumer marketplace
👉Operates high-margin marketplace services and never “touches the plant”
👉generates $1.5 billion in GMV
👉Valuation: ~9x EV/Rev
👉Rev. growth @ CAGR of 40% over last 5 years
$GCT GigaCloud:
💥2.45M Float
💥Short Sale Restricted due to new IPO rule
💥Insiders can't sell for 28 days after IPO
💥No Options
💥$414M Revenue 2021 & $112M rev Q1 2022
💥$59.8M million in cash
💥No Dilution Filings
💥461,790 Short Exempt volume on Friday
💥GLOBAL reach
$STIC🔥🔥
@barkbox
🐕
"Barkbox grew its customers from 618,000 in FY 2019 and 663,000 in FY 2020 to 1.05 million in fiscal 2021. The company launched Bark Home, Bark Eats and Bark Bright to tackle additional areas like dog food and pet insurance."
DD👇👇
@unusual_whales
On Jun 03rd 2022, Elon Musk told “super bad feeling” about the economy and cut about 10% of jobs at the electric carmaker.
Basically, “super bad feeling” means mild recession 🤣.
1/4
$DM 🔥👀🔥 Massive Upside Makes It Worth The Risk
👉develops and sells 3D printing solutions including hardware, consumables, software
👉pioneering use of "single pass jetting"; production tech. that enables higher volumes of production at more efficient unit economics
$BTWN 🔥Traveloka-Southeast Asia’s online travel leader
🔥Expedia of Asia🔥
“Traveloka has expanded its reach across six Southeast Asian nations and also covers Australia, making it easier for consumers to book flights and hotels across countries.”
DD👇
🔥Institutional ownership of SPACs in Bubble Map🔥
1. Vertical Line (Y-Axis): % of institutional ownership
2. Colour: Country of Origin
3. Bubble Size: Market Capitalization
Non-SPAC Renewable/Clean/Solar Energy Stocks
$OEG 🔥Renewable energy infrastructure services platform
$JE 🔥Renewable energy options to customers
$SPI 🔥Develops, owns, and operates solar projects that sell electricity
$UGEIF 🔥Solar and renewable energy solutions Co.
$GRNWF 🔥
Thanks 🙏Shorters ! It would not have been possible with your support.
Added/ Started small position today $OPEN, $NGA, $RSI, $SKLZ, $PSFE, $CMLF, $CCIV, $IPOE
$THCA 🔥 rumour merger with Transfix
John Larkin, a trucking and freight industry legend, cited the speculation around the possibility of digital brokerage Transfix going public through a SPAC as a possible transaction to watch
👉
👉
Good NEWS for SPAC fam
"SEC has promised closer scrutiny of revenue and profit projections put out by businesses going public via a SPAC, in a shot across the bows of Spac advisers and promoters"
DD👇
US regulator turns spotlight on rosy Spac projections
Samurai Trading Academy tested 200k patterns over 10 years patterns and gave top 7 reliability ranking.
1 a. H&S Pattern (83.04%)
b. Inverted H&S Pattern (83.44%)
H&S patterns are statistically the most accurate of price action patterns, reaching projected target almost 85%
1/8
Comparative study of $RSI Vs $DKNG based on past performance. Some might think "Past performance is no guarantee of future results" and I agree with them.
Please let me know if I have missed something - Thanks
$EVFM 🚀"Under the Affordable Care Act (ACA), most private health plans are required to provide birth control and family planning counseling at no additional cost."
source:
$WWR 🔥🔥Graphite needed for EV
👉Westwater’s battery graphite business serves the green energy storage sector – making the electrification of our transportation
👇👇If Tesla alone needs this much Graphite, Nickel, Lithium...then how about the overall demand of those materials
The image below is focused on the metals that Tesla needs to build 20M cars per year but imagine when ALL vehicles are electric. The numbers get extreme.
Not only does the US need these metals, we need to decouple our reliance on China to get/use them.
I have a position.
$THCB 🔥🚀Microvast and Gaussin Partner to Accelerate Transition to Zero-Emission Transportation
👉Gaussin and Microvast expect to start building the first prototypes in both full electric and hydrogen version in mid 2021 to test the vehicle performance.