Will Graves

Passionate about technology, media and telecom investing

[Bill Gurley @bgurley]

I’ve never met Leo, and from all I can gather he was an exceptional student. Well above top 1%. Probably > 1/10,000.

That said I don’t think he was a “student of finance.” I asked ChatGPT to name the top 25 investing books of all time. And then asked what percentage of those books discussed leverage and tail risk. The answer below.

Quite unusual to chose a career where you are smart at everything else perhaps, but ignorant about one of the most discussed elements of the practice. You have to be willfully uneducated.

It’s dangerous to talk about this execution as anything other than reckless and careless. Simply because that’s the only lesson the future investors need to hear.

Nothing surprising happened here. Just what you would expect from running a portfolio that leveraged. Was just a matter of time. Very “simple” math.

[sunny madra @sundeep]

Expanding the @GroqInc and @humain partnership

[Will Graves @wgraves44]

@avnibarman_ Please send me your successful daily message! Great idea!

[Ayar Labs @AyarLabs]

There is a push towards disaggregated resources and optical I/O technologies to enable the next-gen of HPC and AI infrastructure.

Next week, join industry experts in a webinar as they provide their perspectives on the latest advances.

https://t.co/FMAE3KFFth

[Groq Inc @GroqInc]

Join @GroqInc CEO, @JonathanRoss321, & other leading technology experts to hear cutting edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity & resilience. #SixFiveSummit https://t.co/AWmM1moCN4

[Will Graves @wgraves44]

$TGAN Transphorm Announces Fiscal 2023 Third Quarter Financial Results and Provides Business Update https://t.co/rxSe1mN3rC

[Will Graves @wgraves44]

@VetTechTrader They usually don’t trade around like that especially given such an obvious downturn even when they initiated position. Berkshire being involved in Taiwan was a positive for US / China considerations…now, says something has changed.

[Wall Street Mav @WallStreetMav]

Dave Portnoy's "Investing" Journey

"Anybody can do this game"
-- Dave 3/27/2020

🔊sound🤣

[Microcaps.com @MicrocapsNews]

Transphorm, Inc. $TGAN a pioneer in and global supplier of high reliability, high-performance gallium nitride (GaN) power conversion products, announced today that its common stock has been approved for listing on the Nasdaq Capital Market®: https://t.co/mfXwYqD03B

[Investor News @newsfilterio]

Transphorm Closes $12.9 Million Non-Brokered Private Placement of Common Stock $TGAN https://t.co/k705XIwEyu

[Will Graves @wgraves44]

@VetTechTrader They usually have to after a -20% move, according to their research policies. Used to be able to trade that like clockwork…especially around a certain software analyst who has gone on to far better things

[Corporate News @equity_newswire]

$TGAN Sino-American Silicon Products (SAS) Makes $15 Million Investment in Transphorm as Part of a New Strategic Partnership https://t.co/JXwlBeA4J8

[Corporate News @equity_newswire]

$TGAN Transphorm’s SuperGaN Gen IV Multi-Kilowatt Class Power FET Earns Automotive Qualification https://t.co/Yv0vHrBUIK

[Will Graves @wgraves44]

Groq Attracts Industry Best From Fortune 500 Companies And Beyond https://t.co/3Vyjrh7epY

[Will Graves @wgraves44]

@WSB_Degenerate You're missing the point - the short converted to a short in GREE, there is no massive overhang that must be covered. And a LOT of people owned GREE in the private market - they are simply selling something has a 1000%+ gain. There is no short squeeze coming.

[Will Graves @wgraves44]

@mukticat @StockPill @PortneyJonathan It’s just a time arbitrage - you can be long the GREE private shares, while short the SPRT public shares at the same time. Upon conversion, the position will be “boxed” and offset each other. The “mark to market” is painful while the short squeeze is underway in SPRT.

[Will Graves @wgraves44]

$SPRT do u know? 1) SPRT stock will go away in Sept (pending vote) - becomes a subsidiary of GREE? 2) Many funds own the private GREE shares that convert to new company shares with SPRT 3) Thus many shorts are not "naked" - but pre-selling the conversion, locking in big gains.

[Justine Moore @venturetwins]

The next generation of last-mile delivery companies are fundamentally different than their predecessors.

Asset-light marketplaces are out of style. The new playbook is raising $ to buy inventory, build fulfillment centers, and expand globally as quickly as possible ⬇️