Crash Capital

Official.

[Crash Capital @crash_capital]

@andyburnham See you have the same X writer as your predecessor

[Crash Capital @crash_capital]

@AwayDaysFB Drop all of them in that room. Unacceptable @England @FA

[Crash Capital @crash_capital]

@vcdgf555 Glad I pay 40p for grocery bags now so save the environment

[Crash Capital @crash_capital]

RT @aleabitoreddit: Nothing like an internal $META memo getting published.

Showing AI ramping as usual:

- LTAs signed with Samsung and $S…

[Crash Capital @crash_capital]

@themichaelowen Most sense you’ve spoken Michael

[Crash Capital @crash_capital]

@itvfootball How can you not love him. Pedigree of English football alongside @HKane

[Crash Capital @crash_capital]

#velo not comparing apples with apples. But I reckon @CulperResearch were correct but also horrifically wrong

[Crash Capital @crash_capital]

@elonmusk @EmmanuelMacron Surely this is vote worthy or do the political class know best 🤥

[Crash Capital @crash_capital]

@kingtutcap & again to be clear. Ridiculous DD. Amazing trade. Only hype from me - but it’s now a more sensible trade

[Crash Capital @crash_capital]

@kingtutcap To be clear. That’s a great (but risky AF trade). It’s now a better & (IMO) derisjed trade to 10x again. $100 manageable target - but $65 PT by EOY

[Crash Capital @crash_capital]

@kingtutcap @Starbeardx Ridiculous amounts of deep dive. No1 account on X @kingtutcap

[Crash Capital @crash_capital]

@kingtutcap @GrumpierBTDay How has this not been picked up on the main wires @markets pretty bold claim ahead of Friday and seemingly +20% is a pretty gift!!! @AJeldi2

[Crash Capital @crash_capital]

@John_Hempton Very much reads like a rehash of old bear cases.

[Crash Capital @crash_capital]

@incathiewetrust @attorney No that’s incorrect

[Crash Capital @crash_capital]

@Therichardralph You’re mad.

[Crash Capital @crash_capital]

Everyone refers to the history of the company. Literally different ownership an CEO. Look forward. Amazing things like $SIVE get the bottleneck hype. Pretty sure bottlenecks exist everywhere and a certain few stand to benefit. The risk here is asymmetric and risk reward definitely skewed. $VELO

[Crash Capital @crash_capital]

And now we have Russel inclusion to add some fuel to the fire. Any semblance of a afore-inferred prime contract or sales of machines and whoever swept the market for $30 strike will surely be rolling higher

[Crash Capital @crash_capital]

$VELO if we see a margin print >30%, the rerate will be explosive. Reality of maintaining status quo I think we see a new floor of $50. Reality is that it should print much higher but needs the proof.

As the technology / company is so relevant and mission critical to $SPCX is there any chance of a blocking stake / funding from them to protect the IP? Someone always knows within options markets - especially in the US and the sweep for June upside to $30 (just post $SPCX IPO) does really make me wonder.
@ParadisLabs @kingtutcap @GrumpierBTDay

[Crash Capital @crash_capital]

$VELO if we see a margin print >30%, the rerate will be explosive. Reality of maintaining status quo I think we see a new floor of $50. Reality is that it should print much higher but needs the proof.

As the technology / company is so relevant and mission critical to $SPCX is there any chance of a blocking stake / funding from them to protect the IP? Someone always knows within options markets - especially in the US and the sweep for June upside to $30 (just post $SPCX IPO) does really make me wonder.
@ParadisLabs @kingtutcap @GrumpierBTDay

[Crash Capital @crash_capital]

@aleabitoreddit Seem to always miss the fab of quantum $SKYT

[Crash Capital @crash_capital]

@DefenceHQ SOLUS POWER