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such a large amount of event driven shops are long $WBD it seems really crowded. Anyone has a strong view on the deal?

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@Reignots Agree it has significant room for rerating, but I wouldnt compare to GE given their lower growth profile. The underinvestment narrative is an issue but I assume capital allocation improves going fwd. Are there any news on why it is down 6% today?

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Any news on $HONA? Why is this thing down like 6%?

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I warned you guys, $MU now on the red.

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Bought a small speculative position on $MU, prepare yourself for memory being down 30% next week.

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@Franny8 they will probably put up insane capex numbers next quarter. But yesterday´s news provides a sort of "floor" to the share price to calm FCF worries. Still I cant really figure out if bullish or bearish for $META.

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Bought a small speculative position on $MU, prepare yourself for memory being down 30% next week.

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@MindreaderBio bears shorting, a shitco with shitco management and terrible moa.

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@plainyogurt21 what a shitco

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@solo_levelingx @MartinShkreli Disagree on $META, $UBER, $NVDA, wouldnt say they are obviously undervalued either, to me NVDA seems cheap but the other two are battleground stocks, nothing obvious about them.

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@MartinShkreli @citz_meatspace @SniffRocks @zyzzphysique well not exactly, you can see a bubble and not when it will pop, that applies to quantum shitcos and still very hard to time it. Would define a bubble as just an overvaluation due to supply constraint/overexictment that will eventually revert at some point in the future.

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@MartinShkreli I mean in all honesty a bubble idk, but you do seem some bubble behaviours, not to say I am totally bearish, its just another cycle, and the more agressive the cycle shifts the more agressive the repricing, just as with software at the beginning of the year or oil cos. after Iran

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@institLPGP Why concerns in GM?, I believe we will see pretty strong beat on estimates. But dont see DRAM having any issues in the future either, from a multiples standpoint $NVDA is really cheap though. Really liked these dips in $MU too for small positions.

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@blondesnmoney @WagieCapital What about $NVDA sub $200? Seems really cheap too.

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@MartinShkreli @vector__news ironically $NVDA is down the least from the AI names down today.

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Any bears in $HON/ $HONA please reach out, would love to dicuss the bear thesis in both names, specially in $HON given the complexity of their portfolio across so many markets.

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@StockMKTNewz So that is why my $NVDA position was up today. Tell him to pls keep shorting, the shareholders need him!!!

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@QCompounding In the short term if you dont have massive scale and a semi quant approach, you are having a really hard time.

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@crypton78506378 @MartinShkreli Dude I have a math background and did tons of biostatistics with researchers, many are published, focused on genetics (DMD, and other rare diseases).

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@Antrunt @MartinShkreli Tons of research say otherwise.