Jose Hustle

Cleveland Guardians fan • Market watcher • Talking games & companies I fw (or don’t) | This should be a Travis Bazzana Fan Account

[Jose Hustle @JoseHustle11]

@PhenoMVP Still can't believe they changed if from the Akron Aeros to the Akron Rubber Ducks. Absolutely beautiful stadium though.

[Deep Inference @DeepInference]

We nailed the August move.

So let's talk about where I think this goes next.

We close August strong and carry it into early September.

Then September gets choppy. Then October gets ugly.

Here's why I have it in that order. 🧵

[Jose Hustle @JoseHustle11]

@GoatBeardzDD

[Deep Inference @DeepInference]

Unitree is 8,000x oversubscribed and about to open at $15–30B on ~$250M of revenue.

Everyone's looking for the US-listed comp. Other than $CCXI ... most obvious candidate: $MBLY, which just paid $900M for MenteeBot -> vertically integrated humanoid, NVDA Thor brain, V4 production model Q1'27.

Quick maths says it's cheap. $7.6B cap, $1.4B cash, ~$400M adj op income, 0.9x book. Value the ADAS core at 12x + cash and the market is paying roughly nothing for the robot.

So why isn't it exploding?

Because the market has done the same maths and doesn't care.

Mentee is worth ~$1B -> what they paid. That's 13% of the cap. On a stock that just guided Q3 revenue down 5–6%, took a $3.8B goodwill writedown, and announced the founder-CEO is stepping down.

BUT...

MBLY is one of the most heavily shorted names in the space. Short float has sat in the high-teens to 20s for years, 5–8 days to cover on a stock that trades ~5M shares/day. Everyone's short the ADAS-margin-compression story. Nobody's positioned for it to get tagged "humanoid."

If Unitree prints a $25B open and the humanoid basket rips this week, MBLY doesn't need retail to believe the SOTP. It just needs one screen-scrape that says "Mobileye owns a humanoid company" to hit the sympathy list. Shorts covering into a $7B float with a 2028 story attached could be a 20–30% chase... and 10c are trading at .05... nice find Jesse.

[Jose Hustle @JoseHustle11]

Good Morning.
$GME

[DegenLife @Degen_Life_]

$AMC isn’t just a stock ticker. It’s a 106 year old American company built in America.

🇺🇸 Founded in Kansas City in 1920
🇺🇸 Headquartered in Leawood, Kansas
🇺🇸 Nearly 24,000 U.S. employees
🇺🇸 More than 500 American theaters
🇺🇸 Over 7,000 screens across the country

AMC supports American jobs, keeps theaters open in local communities and gives American movies a home on the big screen.

It survived the Great Depression, wars, recessions, streaming and COVID and it’s still standing.

Built in America. Employing Americans. Entertaining America.

That’s why I support $AMC. 🇺🇸

It’s time the U.S. Senate investigates the ongoing manipulation of $AMC by hedge funds. Retail investors and American workers deserve a fair market not predatory short selling, naked shorts, and coordinated attacks that crush Main Street companies. Retail Invrstors want transparency, accountability, and real enforcement..

@realDonaldTrump @JDVance @barrontrump

@SenKatieBritt @SenTuberville @lisamurkowski @SenDanSullivan @JohnBoozman @SenTomCotton @SenAshleyMoody @SenRickScott @MikeCrapo @SenatorRisch @SenatorBanks @sentoddyoung @SenJoniErnst @ChuckGrassley @RogerMarshallMD @JerryMoran @McConnellPress @senRandPaul @senbillcassidy @SenJohnKennedy @SenatorCollins @SenHydeSmith @SenatorWicker @senhawleypress @SenEricSchmitt @SteveDaines @TimSheehyMT @SenatorFischer @SenatorRicketts @sentedbuddnc @SenThomTillis @SenKevinCramer @SenJohnHoeven @SenJonHusted @berniemoreno @senatorlankford @SenMcCormickPA @SenatorTimScott @senatorrounds @SenJohnThune @marshablackburn @SenatorHagerty @JohnCornyn @SenTedCruz @SenJohnCurtis @SenMikeLee @SenLummis

[Jose Hustle @JoseHustle11]

@GoatBeardzDD

[GEXY @gexyio]

$WGMI with a facelift. 11 holdings, two scores each, every claim graded A–D against filings — and the full weighting model published so you can check the math. https://t.co/YfhHZOR2dG

[Jose Hustle @JoseHustle11]

Yes, I am looking up information about $AMC while watching the Guardians game. 😂

[Stefan Vikström @vikstrom_stefan]

Q3 domestic box office has never before reached $2B this early. Add to that considerably improved profit margins, and the global scale of $AMC, the world’s largest movie theater chain, and you’ll understand that #AMC is heading towards a pretty bright future.

#AMCNEVERLEAVING

[Jose Hustle @JoseHustle11]

Matt Festa 🥹

[Jose Hustle @JoseHustle11]

Yard mowed and five bee stings later.

The Cleveland Guardians game has finally started.

LETS GOOOOO

[Jose Hustle @JoseHustle11]

@JoShowAdell Came to wish you congrats after the homerun and you ghosted us. 🤣

[one cleveland baseball fan @1CLEbaseballfan]

Just announced in the ballpark: they are assessing field conditions and will have a first pitch update shortly!

#GuardsBall

[Jose Hustle @JoseHustle11]

@1CLEbaseballfan

[Jose Hustle @JoseHustle11]

@jakeawade @TheLongInvest @grok Jake is going to be the guy that's getting less rations but takes gemini's word that he's actually getting more. 😂

[Jose Hustle @JoseHustle11]

Over 90 minutes since the delay and this is the only Guardians tweet about the game.

Wait. This is the only tweet from the Guardians today.

Are we playing or what?

[Cleveland Guardians @CleGuardians]

Major League Baseball on a Sunday. Hard to beat it.

#GuardsBall

[Jose Hustle @JoseHustle11]

Quadruple Steal?😂
#guardsball

[Jose Hustle @JoseHustle11]

@SimpleJack @powerpacks If courtyard revenue growth is any indication of what powerpacks can do for gamestop...well. yum.