Zegvelt B Shatoonk

[Zegvelt B Shatoonk @zegvelt]

@mrcloutcards $BYND Yes but they lose $.61 on every can. Will they make it up in volume? Going to ZERO. Sorry

[Zegvelt B Shatoonk @zegvelt]

@2025todamonday $BYND what's your point? So, they pay Pepsi Bottling to produce their money losing tastes like shit fake drink.
Stock is going to zero with or without you. Get out of your parent's basement and find a real co next time.

[Zegvelt B Shatoonk @zegvelt]

Vol was 61,614,144. What about it. Going to zero with or without you. Oh, I get it.. The shorties are fake selling shares. nothing to do with the biz losing $$ and sales falling off a cliff? $BYND

[Ibsocial @ibsocial84]

$BYND @chartexchange_ can you explain why the volume is over 60 million but only about 47 million is being reported on here?

[Zegvelt B Shatoonk @zegvelt]

$LPTH THere is some action here!!!

[Zegvelt B Shatoonk @zegvelt]

@RedCandleRx $INDI what are you saying? They are full of shit and it's a sell? Don't know the story that intimately/ if all the gains were from the division they are selling, would the CEO be that upbeat.. Would the analysts not anticipate this? Are you the only one that figured it out?

[Zegvelt B Shatoonk @zegvelt]

$SENS NICE NUMBERS! ALL TIME RECORD SALES RAISING GUIDENCE

[Zegvelt B Shatoonk @zegvelt]

$FISV She is going to go positive.. All the lemmings that puked out this morning. Live by the sword. Die by the sword. Just watch the tape. Down $6 Pre mkt. Opens down $3. Tells you all you need to know...Genuises:)

[Zegvelt B Shatoonk @zegvelt]

$EOSE Interesting story. Didn't trade badly today... well off the lows. I'm sorry for all the geniuses that didn't sell some at $18 and rode it all the way down. Stop crying like a little girl. Use some discipline next time. Cool growth mkt with only a few players. Could work.

[Zegvelt B Shatoonk @zegvelt]

@JerryA61290697 $EOSE. I agree. Trailing 5 day.. Stock is up 21%. Never got near breaking a 52 wk low. Closed well off of morning lows. Interesting story. Of course schmucks that own at $18 and never took some profit are whining about the CEO. STFU and buy some stock down here!

[Zegvelt B Shatoonk @zegvelt]

$UBER This thesis is spot on. Market is wrong on this one.. Just like $BA @ $128. Down $5, buy it with both hands. Blood is in the streets. But you'll have to call an Uber to get our of there.

[Oguz Erkan @oguzerkan]

Few words on $UBER:

It actually started to look like a no-brainer.

It’s currently at 15x 2027 earnings and 12x 2028 earnings while double digit annual growth expected through 2030.

So, the only reason it gets this discount is that the market doesn’t fully believe shareholders will really get the future cash flows. It’s concerned of potential disruption by robotaxis.

That won’t happen.

People always underestimate the tendency for aggregation.

Even if autonomous taxis become mainstream globally, it’ll be a pretty fragmented market with Waymo, Tesla, AVride, Zoox etc.

How many apps people are willing to download for mobility?

What the market misses is that fragmentation is not just a problem for consumers, it’s also a viability issue for providers.

We are looking at what’ll be a capex heavy business. Companies will need monopoly/oligopoly to deploy fleets globally, maintain and replace them regularly and still provide affordable rides to consumers. If this won’t happen, the business won’t be viable.

So, over time, we’ll see companies like Tesla and Waymo to position themselves as equipment providers (OEM) rather than service providers and platforms like $UBER will act as service providers.

Yes, $UBER could have had a faster pivot to robotaxis so far, but it is still the primary candidate to dominate the market and 15x 2027 earnings more than makes up for the execution risk.

They scale robotaxis in a few big cities and we’ll quickly see the stock above $100 again.

[Zegvelt B Shatoonk @zegvelt]

@CCalleInvesting I disagree with you. $UBER. Listen to Mr. Ackman. buy great co's like this and $NFLX when the market is puking them out. I remember a plane maker last April, traded to $128 cause a door blew out. Everyone hated it. Then it went to $250 in 6 months! https://t.co/rgNcLS4aZG

[CapexAndChill @CapexAndChill]

Bill Ackman on his $UBER thesis from an interview released today: "We think they're a big beneficiary of you know autonomous driving is going to reduce the cost of getting from one place to another is going to reduce insurance costs. These are and that will of course drive more demand right as the price comes down."

[Zegvelt B Shatoonk @zegvelt]

@933Athkar $UBER. Micron is on a roll. It's good to know cyclicality is a thing of the past. Up about 800% from the bottom ( down 30% in a month). Uber did 4BB trips, $14bb in rev, $2bb in profit (up about 18%) 13x forward PE. Up nothing. It's a verb! Your picks are great. I would rethink!

[Zegvelt B Shatoonk @zegvelt]

$UBER That's awesome. He's right!!

[CapexAndChill @CapexAndChill]

Bill Ackman on his $UBER thesis from an interview released today: "We think they're a big beneficiary of you know autonomous driving is going to reduce the cost of getting from one place to another is going to reduce insurance costs. These are and that will of course drive more demand right as the price comes down."

[Zegvelt B Shatoonk @zegvelt]

$FISV It's out of our hands. IF you are a PM/II, you've had two years to sell. Billions of trans. 6 MM merchants globally. In bed with Citi, WFG, JPM, BAC. Helped invent Zelle. Oh and owns Clover. Thought you'd be buying gas with Bitcoin? Lot of bad news priced in here. Good L!

[Zegvelt B Shatoonk @zegvelt]

$BYND People there is no TURNAROUND. Sales are imploding and there is no plan. It didn't work. Move on. What retailer is going to give them a shot with their stock at $.58 and BK around the corner. It's ok to be wrong sometimes. It builds character!! Look elsewhere :)

[Zegvelt B Shatoonk @zegvelt]

$BYND "held in well with higher lows " What is it with you people? Stock goes from $200 - $.59. At what point do you throw in the towel and say " I was wrong". Over the last 3 years there were hundreds of stocks that worked.. Yet you people are still here. Give up/ not working

[Q @stuckonstocks]

$BYND think of it this way. if this is really 30%+ short and this was the big opportunity for shorts to cover this thing probably still goes to 4-5 . They need to get a run in it by the end of August to avoid R/S.

[Zegvelt B Shatoonk @zegvelt]

$BYND $.56

[Zegvelt B Shatoonk @zegvelt]

$BYND Whoops. Abandon Ship. Losing $.60. Who bought this today at $.6440.. Waiting for Mr. Shortie to save you? It doesn't work that way when the co is going BK. Soda made of SOy? Oh, that sounds delicious.

[Zegvelt B Shatoonk @zegvelt]

$BYND Delaying 10k, the call and the release can't be good. The fact that there is even a Bid is remarkable.
This is as close to the end as one can get :)

[Zegvelt B Shatoonk @zegvelt]

$BYND Not releasing earnings ( or lack thereof) is a problem

[Drink Water Investments 🛶 @Jack64128896]

$BYND still haven’t release earnings it? It’s almost 4pm central time