Hardy Green

The obvious: 1. Putin is our enemy. 2. I wouldn’t sell life insurance to Russian artillery crews. 🇺🇦 3. hedge funds suck the life out of 99.9999% of humans.

[Hardy Green @HardyGreen4]

@SammyKoppelman Well done!

[Hardy Green @HardyGreen4]

@saso_capital Thank you. I thought he was low energy and defensive and was very vague on “ supply/ production will not be a constraint statement. There is obvious mismatch between build and alleged delivery?

[Hardy Green @HardyGreen4]

@Longviewres @SammyKoppelman $BE down 150 pts in a month. All Short thesis less than 3 months old are by definition right. very happy 🐻 Listened to call ( low energy). They had created a strategy to block the key question about this company. Please bounce it up so we can short more!

[Hardy Green @HardyGreen4]

@lord_tyrone1 @KobeissiLetter It’s all about the stock market. Sunday night or Monday morning after a tough week. Also his guys are trading it so they need the “ peace is close “ bounce.

[Hardy Green @HardyGreen4]

@ChadOrganics @SammyKoppelman I’m not one of their engineers, I’m not a financial mechanic at BE. Just an old trader who can smell weird accounting. Just look at Brookfields structure. Bloom is a partner. Bloom money goes into Brookfield to buy BE products. Nebius deal is uncommitted but oft cited !

[Hardy Green @HardyGreen4]

@CarmicalMike @valerijatrades1 Every body knows it’s a two way street. You make money most of the time but once in a while you get carried out.
Vegas in everything but Spx is lifting so if Yur options are longer dated it’s harder work

[Hardy Green @HardyGreen4]

@valerijatrades1 Fridays are good that way. I’d like to discuss the wild cross sectional dispersion we have seen and whether we will move toward correlation and bigger spx realized?

[Hardy Green @HardyGreen4]

@ChadOrganics @SammyKoppelman Don’t really matter what I know or you know. I’m trying to make money short BE and this thing is getting it right in the Keyster

[Hardy Green @HardyGreen4]

@scrap_mma @ChrisCamillo It’s $200 which makes me sad cause I’m not short enough. These bulls gotta make a stand here. I can promise you below 170 this chat will be lonely and sparse.

[Hardy Green @HardyGreen4]

@scrap_mma @ChrisCamillo They are likely to create the right shoulder with “ earnings report”. They know how to feed the fish. And dude here who bot at $200 gets to sell $260. And good for him. Rallies are our opportunity to make money trading against this fake story.

[Hardy Green @HardyGreen4]

@ChrisCamillo Yo chief , your $BE is $200 again. Loading up?
I hope it bounces so I can short more. 100 b4 300!

[Hardy Green @HardyGreen4]

@zuazopfingsten DYOR You should actually go look at the tiny little factory in Fremont Ca. There’s no scaling happening there! Why aren’t they building a factory to accommodate the huge number of cells they must build to get to your growth dream.

[Hardy Green @HardyGreen4]

@SammyKoppelman $Be is obviously totally hip to tapping the dream Sophisticated purchase of multi phase order from ORCL with convert struck low. Multi phase =multi announcement. Hip to creating “ cash flow” Are they total frauds🤔? Could be , CEO oily af! Sell more after cooked earnings

[Hardy Green @HardyGreen4]

@MilkRoadMacro $Be announced that nebius deal many times. They have announced oracle deal many times. They are JV on Brookfield deal so that deal is with themselves. $be is all about fooling you. Sell after the cooked earnings report. ( sec filed v Be before). 4 CFO in five years!

[Hardy Green @HardyGreen4]

@ChadOrganics @SammyKoppelman $be has no Gaap profit. Every insider selling max!! $be factory is tiny, not building another? =No scale up. “ sales” but very little lockedup. Aggressive accounting ( sec filed against them2020) SBC=cash flow🥺. 4 CFO in 5 years. Wtf. Earnings will be “ good” sell that rally

[Hardy Green @HardyGreen4]

@ChadOrganics @SammyKoppelman So you get 5 years, then you have to replace the cores? Thats more cost to existing customer right? Is that more super expensive rare materials from China? Thus the replacement materials draw away from available supply that fuels the “ growth” story.

[Hardy Green @HardyGreen4]

@valerijatrades1 @RySo1234 A well paid coin toss. Sell the 230 straddle 7/31 for $67. Breakeven 297 or 163. For one week! That’s Juicy

[Hardy Green @HardyGreen4]

@RySo1234 @valerijatrades1 You are totally on the right track selling that expiration! At worst you own the stock at much lower prices. They will manipulate earnings report so it should bounce. Eventually this stock is going much lower.

[Hardy Green @HardyGreen4]

@masayoshisson @ChrisCamillo $Be can’t scale ( no raw materials) won’t scale ( tiny factory and won’t build new. Has one customer ( ORCL) and big problems there ( no permit). Barely breaks even selling cells that are already highest cost power solution ( unproven). Slippery CEO fixated on stock price.