VelvetYammer

[VelvetYammer @VelvetYammer]

@djhammy lol! Good take. But at this point from lower levels, set up has only improved. Co took nums down and recovery likely just delayed, and from a lower valuation.

[VelvetYammer @VelvetYammer]

@puppyeh1 A tour du force

[VelvetYammer @VelvetYammer]

@snpal2000 @elonmusk @PeterDiamandis @grok

[VelvetYammer @VelvetYammer]

@Legacy_Trades @Sandman7591 $PESI ipo was in 1992

[VelvetYammer @VelvetYammer]

@Sandman7591 interesting slide from HAB meeting yesterday. lotta work to do... $PESI

[VelvetYammer @VelvetYammer]

probably algos selling $PESI on going concern language in 10q which was maintained on a one year forward basis given scheduling/timing of coming work is technically non-guaranteed. looks like it's going back to yesterday's breakout spot.

but recent raise should more than cover capital needs going forward. not to mention HAB meeting yesterday also confirmed 2h26 ramp of DFLAW volumes .

[VelvetYammer @VelvetYammer]

@CapitalFang At 6x growing eps w prolly 2/3 of the available float fully locked up and >1/3 of it short... giddy up indeed!

[VelvetYammer @VelvetYammer]

@Sandman7591

[VelvetYammer @VelvetYammer]

@AlphaSenseInc Seems clear from this report things are no longer getting worse. Even comping positive into 4q.

And what >70% of the available float is short on mid single digit PE?! 😬😳

[VelvetYammer @VelvetYammer]

@lawyer_memes I quit! And I never even worked for you.

[VelvetYammer @VelvetYammer]

@djlowe @steep_slopes welcome to small caps. this how the opportunities get made.

[VelvetYammer @VelvetYammer]

@TexDoggie @jmess78 $sg nums were terrible. Stock barely sold off.

[VelvetYammer @VelvetYammer]

@LJKawa Btd

[VelvetYammer @VelvetYammer]

Not gonna lie... thought $SG would be down more. Current nums were HORRIFIC ... but

July comps were flat before Cyclo mess which is now in the guide.

And company actually looks like it's doing some decent blocking and tackling for a change w/ key new hires operating biz like a competent team. One would think Cindy of $CMG had other opportunities.

B/s is fine, folks like the brand, co trades at 1.3x sales... think if I was short along w/ 21% of the float, I'd be...

a bit nervous.

[VelvetYammer @VelvetYammer]

@lazereater @AndrewTakes Wonder what they'll do. No reason to buy the whole thing imo. I'd like Tucker to remain involved as an owner for the brand but I'd also like to see $tpb over 50% ownership. Seems a 10-20% stake now and another later would be a good win/win.

[VelvetYammer @VelvetYammer]

@StockSavvyShay Really does make you wonder about that $150m of stock Green bought back in March.

[VelvetYammer @VelvetYammer]

@AggieCapitalist Valuation on a rule of 40 company in '27 looks um... undemanding.

[VelvetYammer @VelvetYammer]

@lazereater @AndrewTakes Seems like they should go ahead and buy another piece of it before it really takes off...

[VelvetYammer @VelvetYammer]

@wallstengine Stock is choppy.

[VelvetYammer @VelvetYammer]

@stan100x Imagine $RDDT getting added to $SPY after market close to replace $EA ... That'd have to be at least the fifth most regarded thing to happen this week.