IPO Candy

We all can #investbetter. Our focus is on new issues. Sign up for a free or paid account at:

[IPO Candy @ipo_candy]

Cerebras: The World on a Wafer
https://t.co/XEz1VaqSwF

[IPO Candy @ipo_candy]

@bsiegelIR @MicroCapClub @PlanetMicroCap @BudaJuice How much cash on the balance sheet?

[IPO Candy @ipo_candy]

Man this guy @ryancohen is hilarious! I love him selling stuff on eBay to fund his planned purchase of $EBAY but they suspended him. I think he might have been short anyway. He has detractors but is smart enough to get a comp deal from a board that doesn't understand EV!!

[IPO Candy @ipo_candy]

Finally today Suja Life $SUJA came at the low end. Another juice company so doesn't seem very exciting.

[IPO Candy @ipo_candy]

@JC_ParetsX Our local ice cream place now charges $9.70 (cash) for a small cone (it is a waffle cone). We view it as a rare treat anyway for health reasons but now if you take your family there it's at least $50 and can be more like $75 if your kids trade up to a large or a sundae.

[IPO Candy @ipo_candy]

@AlderLaneEggs @howardlutnick @CorySwan @SecScottBessent Are we ever going to care about ethics and integrity again? If you watch clips from decades ago legislators did not want to legalize betting platforms like Kalshi saying that betting on death or war is "just wrong." Lack of integrity should be disqualifying but it's not.

[IPO Candy @ipo_candy]

Rare Earths Americas priced at the top of the range at $19. Small post-IPO float of 3.3M shares so this one could get overbought, $REA.

[IPO Candy @ipo_candy]

Lots of demand for HawkEye 360 $HAWK prices at the high end of the range at $26, should see some follow through like we did on $AVEX.

[IPO Candy @ipo_candy]

We've got some fresh meat to digest with the Cerebras $CBAS IPO kicking off. Some interesting angles there. I was a bit surprised at how aggressively they positioned $NVDA CUDA as not being that relevant anymore. I agree with the abstraction layer but there's more to it.

[IPO Candy @ipo_candy]

@SusieWiles47 God speed to you Susie! We need a voice of reason for those in power - the need some honesty.

[IPO Candy @ipo_candy]

@theallinpod This is a big deal. It confirmed something we all "know" and points to a direction to finally address it. So glad David is involved at the highest levels to get this "boring" stuff (that is killing us) addressed.

[IPO Candy @ipo_candy]

@Molson_Hart Don't worry, the states that make it hard will just fuel the rise of states that make it easy. Maybe PA will step up? NJ already is the datacenter home for all of NYC. Some of the people in charge don't understand networking. Getting harder to be a dumbass these days...

[IPO Candy @ipo_candy]

@JacobKinge Maybe it's the bottom? Maybe everyone sees the grift? Maybe Quantum is going to blow it all up? (no position)

[IPO Candy @ipo_candy]

It's coming in at the low range in terms of funds raised but this time @BillAckman is going to be successful! I'm a buyer of the fund and we'll see about the management firm - https://t.co/SLeGFXAtov $PSUS

[IPO Candy @ipo_candy]

@JC_ParetsX It reminds me of a great segment Colbert used to do on the Daily Show where he went to congressional districts and did interviews. The stupidity of many of our "representatives" is profoundly stunning. How is being a dumbass sustainable?

[IPO Candy @ipo_candy]

@elonmusk Oh I think that might just stick!

[IPO Candy @ipo_candy]

@HedgeyeDJ Bad idea. Add to industrials - look at BKR and SLB. Plus things like industrial materials. You guys would be great in the phosphate and acid names - lean into where you already have strong coverage with energy and industrials and put more resources there. My 2c.

[IPO Candy @ipo_candy]

Remember all the hype with the $LINE cold storage IPO where it traded at $80. Over a year later the stock is now $35 and not yet cheap. Today we have $MAIR which should trade closer to $20 but they hyped the crap out of it and it's $32. Don't be a sucker - https://t.co/khXLuFgCZD

[IPO Candy @ipo_candy]

@pmarca I don’t understand why this is still be discussed? If you talk about doing something for years and never do it and just keep coming back and saying you’re serious this time but need more money but never show any progress the whole thing should just go away. Move on.

[IPO Candy @ipo_candy]

@AlderLaneEggs Wow.