DegenerateCapital

your favorite hedgefund

[DegenerateCapital @DegeneratexCap]

@Million_Sancet which leaves me to think that they don't have written pen on paper orders yet, which again is fine, but be transparent about it...than there is no jitter about it and investors know where they stand. Would hope investors are a bit more activist on this.

[DegenerateCapital @DegeneratexCap]

@Million_Sancet You don't have to mention the customer, just disclose the orderbook, nothing risky about that. $ASML also reports how many EUV machines are in the orderbook, or orderbook growth,...I assume they have a reason, but it makes me cautious and haven't found a clear answer on it yet.

[DegenerateCapital @DegeneratexCap]

@Million_Sancet Well I would let my friend's stand sell out first, leaving me with pricing power to charge $15-20 even haha. Apart from that, I guess the price increase would be inline with their peers right, they wont be the only one doing it, so they could still just gaslight people in theory

[DegenerateCapital @DegeneratexCap]

@Million_Sancet So I would say there is still a big execution risk, which is fine, that's why the upside is so big, but would argue it's an important sidenote to your bullish forecasts.

[DegenerateCapital @DegeneratexCap]

@Million_Sancet I would tend to believe so as well, but fail to understand why we don't see orders than? How does that work? I mean they should have an orderbook and they should be able to disclose that orderbook right? Now it looks like this:

[DegenerateCapital @DegeneratexCap]

@Million_Sancet Also Sancet great player, watched Atletic in San Mames against Sevilla

[DegenerateCapital @DegeneratexCap]

@Million_Sancet I am long $SIVE and reads very bullish, but this is all theoretical. ''Confirmation after confirmation''...but we don't have any confirmation on paper, i.e. orders. The pipeline looks promising but not material yet. So I just want to challenge you and to become more bullish.

[DegenerateCapital @DegeneratexCap]

😭😭😭

[Canada Hates Trump @AntiTrumpCanada]

BREAKING: During his speech today, Donald Trump recounted helping save Titanic victims: “I saved more people than anybody, many people, the best people. I said, ‘Turn left, Captain. Very simple. Very easy.’ He didn’t listen. I know icebergs. Nobody knows icebergs better than me.”

[American Bridge 21st Century @American_Bridge]

While first responders and families were scrambling on 9/11, Donald Trump was on TV bragging that his building was the tallest in Manhattan.

"They built the World Trade Center, it became known as the second tallest, and now it's the tallest."

[DegenerateCapital @DegeneratexCap]

You cant make this shit up

[*Walter Bloomberg @DeItaone]

TRUMP WANTS TO RENAME NEW MEXICO “NEW AMERICA”

President Trump has called for New Mexico to be renamed “New America,” sharing several altered maps on social media.

New Mexico Governor Michelle Lujan Grisham rejected the idea, saying the state’s historic name “isn’t up for debate.”

Trump has previously pushed other geographic name changes, including Lake Ontario to “Lake America” and the Gulf of Mexico to “Gulf of America.”

[DegenerateCapital @DegeneratexCap]

@HiCagr What the hell is EMIB-T

[DegenerateCapital @DegeneratexCap]

@Million_Sancet I am still long, although at this point it's pure gambling because up until now there is NOTHING materialized, only a pipeline (without clear definition what that entails nor any guidance what %conversion would be) while trading at a premium to peers $AAOI $LITE etc. Let's see!

[DegenerateCapital @DegeneratexCap]

@Million_Sancet Having to read between the lines means we have hope/wishful thinking. However, management board has to clarify this for its shareholders, be clear about the plans, where you want to steer the ship, than it's up to us to decide whether we believe (= want to invest).

[DegenerateCapital @DegeneratexCap]

@Million_Sancet I mean they have been underperforming all those names the whole day already. opened -6% while US optics been trading +ve in pre market. Not that I care, long $SIVE

[DegenerateCapital @DegeneratexCap]

@Million_Sancet Ofcourse the CEO’s of the respective companies say that haha, talk to their own book. Anyways, long optics for a trade as it’s very fun and interesting

[DegenerateCapital @DegeneratexCap]

@jackiemccaffrey @BillAckman Well first of all you don't have to wait in the rain at all because you can order the uber already whenever you are inside exactly at the place you are or will be, while checking the driver's location. Furthermore you can opt for a more premium Uber if you want more comfort.

[DegenerateCapital @DegeneratexCap]

and they said cinema is dead...CINEMA IS BACK!

[Variety @Variety]

'Spider-Man: Brand New Day' Obliterates Expectations With $927 Million Global Debut https://t.co/aBpBGQCALV