Retired M&A Guy. Conversational Entertainment Only! I talk about "MY" trades & why? Hope it helps you learn. I will never say "Buy or Sell"! Anti Trump!
No disrespect @Defiantclient2 I’m just sharing my thoughts and we are all free to invest how we like. I’m not always right, but I’m right much more than wrong. I never want to see people lose money.
My position is insignificant to the market in anything I own.
$QS looks / trades terribly.
Only looking at $1.7m in upcoming revenue & burning cash for years. 2-3 year $ runway means a new equity raise is around the corner. Likely coupled with a reverse split. They usually go hand & hand. Expect new price discovery to bring significant drop from there. My 2 cents. F.D.
I’m Long, the long dated 2027p.
Just so you see more of my thoughts. $QS Insiders: sells only. No open-market buys in 2026. Every "acquisition" on the Form 4s is RSU/PSU vesting or ESPP — nothing bought with cash.
13F — Q2 2026 (filed through mid-August) is the current quarter. Headcount up sharply (650 filers, +46%), but net shares down ~22.9M. Long institutional shares ~264.6M, -1.65% Q/Q. 377 increased, 122 decreased, 98 new, 145 exited. index and bank/dealer inventory grew, quant and multi-strat money left.
Let’s just make my year.
$VKTK $105 buyout!
Long stock about $22 cost.
Short $30p used proceeds 4 $60c
Long $20p insurance
Short $40p covered calls 4 insur.
Long 4x $60c
Got that? Not for everyone trade.
Friendly reminder:
$SOFI CEO Anthony Noto bought 56,000 shares at an average price of $17.88 earlier this year.
Then he came back and bought another 13,888 shares at $18.06.
$SOFI closed today just above $17.
You can literally buy the stock cheaper than the CEO did.
I’ll take that opportunity.
@TJTheWheelDeal Still not sure if I like you?
No disrespect, watching.
We have similar ideas. I’m just standoffish. I was very long $SOFI but currently have no position.
Goldman trader says to Carl Ichan “if you like RJR Nabisco mid 40s, you must really must love it low 30s”
Carl eating a cheese & cracker (Hamptons backyard party) 1st admonished him for interrupting me, then repeated this exactly.
“If it was a piece of shit mid 40s, it’s a bigger piece of shit @ low 30s” He then asked his mom if she wanted another snack.
#OG Real story.
If you liked $ASTS at $133, you’ll love it at $56
If you liked $RKLB at $151, you’ll love it at $62
If you liked $NBIS at $300, you’ll love it at $200
If you liked $IREN at $77, you’ll love it at $36
If you liked $KRKNF at $8, you’ll love it at $3
Be fearful when others are greedy and greedy when others are fearful!