Spaddy

Student of the market.
Tweets are Opinions and entertainment, not advice.
Do your own DD and trade your own plan.

[Spaddy @spaddyman1]

@Biotech2k1 I had also read something about differences in how they approach power procurement and funding.
Some actually have power and some just promises.
Some raise cash with stock and some fund with debt

[Spaddy @spaddyman1]

@Biotech2k1 Did you look at solar players like te?

[Spaddy @spaddyman1]

@Biotech2k1 Yes. But when is peak of cycle.
People are assuming that peak is now and not for example one year from now.

[Spaddy @spaddyman1]

@Biotech2k1 Energy?

[Spaddy @spaddyman1]

@Biotech2k1 Noc lmt for big defense , avav ktos for drones

[Spaddy @spaddyman1]

@BlackScholesMan Is $LASR allowed to sell this military equipment to all USA allies? Or need government approval?

[Spaddy @spaddyman1]

@Biotech2k1 i guess my thesis is that with AI, maybe they don't deserve those high p/s anymore.
even if they survive their margins and growth may slow down, but I guess there will always be winners and losers in the software space

[Spaddy @spaddyman1]

@Biotech2k1 Current Software companies that uses ai?
Or new companies ?

[Spaddy @spaddyman1]

@scotto2050 @Redwire Why everyone think they will be selling instead of already sold? Only the company itself has to pre-announce selling shares. Equity owners only declare after shares are sold
$RDW

[Spaddy @spaddyman1]

@Southcom Is that a $RCAT drone coming off of a larger $RDW drone?

[Spaddy @spaddyman1]

@Biotech2k1 Plus Cook outsourced everything out of the USA to make things cheaper. that is now reversing also.

[Spaddy @spaddyman1]

@StonkValue Lpth is near all time highs, but sentiment is low? How is sentiment calculated?

[Spaddy @spaddyman1]

@spacanpanman Do they hedge right away or wait for price to move towards strike price?

[Spaddy @spaddyman1]

@spacanpanman They had said they needed $350 mil more to complete G2.. looks like they will need to dilute again in near future

[Spaddy @spaddyman1]

@Biotech2k1 Adobe seems cheap.. you think they will be upended by AI and thus not investible?

[Spaddy @spaddyman1]

@Biotech2k1 The problem is that all these software companies had been priced as "bonds" with high price/sales ratios assuming increasing cash flow over 20 years.
That assumption is no longer valid and rerate to be priced like "normal" stocks