IPODave

IPOs since 1998. All posts my opinion only, no trading advice. Markets are built off investor confidence - confidence requires ethics, rule of law

[IPODave @IPODave]

Interesting but smart way to go

[Eric Balchunas @EricBalchunas]

SHOCKER: S&P 500 will NOT fast track SpaceX. So it will take AT LEAST a year, probably more. This is wild considering every other big boy index is 5-15 days. This could create significant return dispersion bt 'passive' indexes. Choose wisely.

[IPODave @IPODave]

Yes we know Cramer always discussed $HON & its spin-offs so Expect comments on $QNT at some point over next week(s)z. Plus he’s warming up to quantum so wonder if he’ll make this his play??

[IPODave @IPODave]

David Schamis - I've been invested in $PURR but this CEO doesn't impressed me.

[IPODave @IPODave]

Said we needed to get over $105 in $ABVX to wash away the latest news so of course they close it at $104.93. Gotta luv it.... Doesn't matter either we retest lower or move back to old range where $ABVX belongs.

[IPODave @IPODave]

$INIO trades were just plain weird today especially around the $33 level - you'll be able to buy this lower at again - own core for LT will use dips to trade. $QNT - you knew when it couldn't even take out $70 it would have difficult time - again $HON spin-off basically so these take time

[IPODave @IPODave]

$QNT - as stated we'd be more cautious w this name as it needs time to settle find a base - after we can start discussing if as leader in quantum the almost $10B difference in mkt cap w what I consider a lesser name in $IONQ is deserved.

[IPODave @IPODave]

@DmitryKovalchuk Its bounced nicely if you a trader you book near $105 top of range, if you a investor, hold for the move over $107 buy hard pullbacks:)

[IPODave @IPODave]

$ABVX getting near top of range but I don't plan on selling my call spreads - will consider bidding on some protective put spreads at some point....

[IPODave @IPODave]

$INIO giving us some serious moves... Bring her back down again I'll keep adding for singles

[IPODave @IPODave]

Any pullback just creates a stronger reversal action. Started building $AAOI back $170s this AM thinking i’d get $150s but damn it sling shotted over $200 - so of course didn’t buy enough

[IPODave @IPODave]

$INIO will be a slo-mo name but in strong sectors. So I don't mind if it hangs $30-$35 w low vol - should make adding options cheaper when issued

[IPODave @IPODave]

I agreed on $FDXF - the Freight spin off of $FDX Cramer mentioned this AM. It's a volatile lil beast so on pullbacks add for LT

[IPODave @IPODave]

Letting go those $DELL shares we added near $400 this AM - right now playing the edges w small size capturing bounces. Lowered my size to better manage but worked in $CRWD $DELL $MU $SNOW last PM this AM but they all rentals for now - expect selling to keep hitting

[IPODave @IPODave]

$QNT ok they doing it again - I had size sitting $63.25 & they dropped it to 9 cents above and bounced. Hate those algos

[IPODave @IPODave]

Figured $70 would be key level in $QNT similar to when $META $FB IPOd and that $100B was key. Let this one settle out - add on down to IPO price and once it does settle traders will figure out its the leader in space & TF should trade more in line w $IONQ. Question now will $IONQ come down to $QNT levels or vice versa

[IPODave @IPODave]

$SSMR - add low $14s as I missed the pricing on this one - don't expect much so not going to spend much time on name. $INIO fav, while $QNT will just be a trading vehicle

[IPODave @IPODave]

As stated on auto pilot for today's IPOs although I upped $INIO larger as I saw value. Should of done same w $LFTO but for now just own small core from opening print

[IPODave @IPODave]

$INIO $31.49 a decent starting level - value there down to mid $20s...

[IPODave @IPODave]

As $ABVX concerns slowly relaxed we will eventually climb back to old trading range of $107-$137 but for now we probably keep hitting our head on $105