1moredrink
1moredrink
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avatar1moredrink
2021-12-08
PYPL CEO on BNPL: Heavy check markDuring Black Friday, volume on BNPL was up almost +400% YoY. Heavy check markNovember, which is the first time the company recorded > $1 Billion of process volume through its BNPL. Heavy check markPayPal already 3rd/4th in the World in BNPL. Heavy check markEbay is now only 3% of TPV. long PYPL$PayPal(PYPL)$
avatar1moredrink
2021-12-05
This is why GRTS was created as back stop to MRNA BNTX approach. Gritstone targets the virus Microbe from multiple sites so it’s not just S protein but rather ORF3A, Nucleocapsid and etc giving the immune system the whole picture of the virus. Moderna/Pfizer paint nose of the virus$BioNTech SE(BNTX)$ $BioNTech SE(BNTX)$BioNTech SE(BNTX)
avatar1moredrink
2021-12-04
This is not a crash. We will rally into the new year. I am buying more of my high conviction stocks. More news will come out over the weekend regarding the new variant. Markets will begin to recover next week. Invest safe! & go enjoy your weekendVictory hand$Lucid Group Inc(LCID)$ $Lucid Group Inc(LCID)$Lucid Group Inc(LCID)
avatar1moredrink
2021-12-01
Everybody wants gains quickly but leaders need time to process corrections$Roblox Corporation(RBLX)$
avatar1moredrink
2021-11-30
Volatility returns as the market pivots to December—and the last jobs report of the year.$AMC Entertainment(AMC)$
avatar1moredrink
2021-11-29
Hedge funds bought re-opening stocks and sold stay-at-home names into reports of a new Covid variant $Sea Ltd(SE)$
avatar1moredrink
2021-11-27
PLTR on a day like today, peaked reaction, and PLTR is able to hold on to this level. This pretty much confirm the bottom. No more dilution from Alex Karp. The question, are you investing in the future of AI, or you want the old economy stocks?$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc.(PLTR)$Palantir Technologies Inc.(PLTR)
avatar1moredrink
2021-11-27
LCID 4hr chart looks bullish. If we break $52.7 we can see a run to around $57. If we can't break then we can see a pullback all the way to $48.5. Option flow today suggests a short term pullback.$Lucid Group Inc(LCID)$
avatar1moredrink
2021-11-27
$TSLA will not produce the $25,000 model for at least five years, if ever. I’m certain of this because demand for Teslas extends to one year even at the $60,000 ASP level, and demand at the $25,000 level is approximately 100x higher - not an exaggeration. Order your Tesla today.$Tesla Motors(TSLA)$ $Tesla Motors(TSLA)$Tesla Motors(TSLA)
avatar1moredrink
2021-11-23
$AGC /Grab News! Grab filed a new F4 with updated info using Nov 15 share prices. This is a final iteration of their DA and a vote proxy will be pushed thru. Full merger however won’t be until 2022 just from analysis. Vote Catalyst incoming in 2021! Hold the Fucking Line!!$Altimeter Growth Corp.(AGC)$ $Altimeter Growth Corp.(AGC)$Altimeter Growth Corp.(AGC)
avatar1moredrink
2021-11-22
$NIU it went down on a very low volume. Chill down bears, it could bounce back up quickly. We have the conference call today before the market opens and the new product launches on Wednesday at EICMA. Thumbs up$Niu Technologies(NIU)$
avatar1moredrink
2021-11-18
$SQ 60 min. Needs to break this first resistance diagonal with force, and not look back. (The second one is my price target.) It's in the appropriate wave count to do it.$Square(SQ)$
avatar1moredrink
2021-11-17
$CRWD on the daily, still love the setup. Cyber security setting up, I think it breaks and runs into earnings.$CrowdStrike Holdings, Inc.(CRWD)$
avatar1moredrink
2021-11-17
This is the hard part for $PROG holders. We are coming to the home stretch. This is when all the FUD, negativity and selling pressure will hit hardest. It's because we are right. Shorts are scared. Market makers are terrified. And insiders are being greedy. Here's why...$Progenity, Inc.(PROG)$ $Progenity, Inc.(PROG)
avatar1moredrink
2021-11-17
Unity Q3 results - Revenue +43%YOY - Create solutions +34%YOY - Operate solutions +54%YOY         Adj. loss from operations = 4% of revenue        973 customers > $100,000 TTM revenue $ based net expansion = 142% FCF +214%YOY Raising FY revenue guidance +40%YOY Disclosure - I'm long $U$Unity Software Inc.(U)$
avatar1moredrink
2021-11-17
$PLTR Q3 Highlights: Warning signWarning sign White medium small square 3Q REV. $392.1M, EST. $385.0M White medium small square 4Q REV. $418M, EST. $401.3M White medium small square REV. +40%, SAW ABOVE +30% White medium small square 3Q ADJ EBITDA $119.2M, EST. $78.9M Great quarter once again highlighting its dominance in data analytics, both on the public and private side Gem stone$Palantir Technologies Inc.(PLTR)$
avatar1moredrink
2021-11-15
$PFE - Gap up and go on massive volume with the new Covid Pill news release.                   I think there will be continued momentum in this stock as it has a bullish hammer candle and closed near the HOD. If it holds above the pivot at $46.70 then look for a move towards $50.72 and $52.83.$Pfizer(PFE)$ $Pfizer(PFE)
avatar1moredrink
2021-11-15
Congratulations! When will they be available for normal delivery and how soon can we get one under $100k?$Lucid Group Inc(LCID)$
avatar1moredrink
2021-11-11
$SE also looking weak today with ER looming$Sea Ltd(SE)$ $Sea Ltd(SE)
avatar1moredrink
2021-11-10
        $upst dropped after a triple beat b/c the ridiculous 30 p/s wasn't supported by the actual growth rate. $afrm is in the same boat with a 45 p/s. $sofi is to a lesser extent with 17 p/s. Their q-o-q growth better justify the their p/s else suffer the same fate.$SoFi Technologies Inc.(SOFI)$ $SoFi Technologies Inc.(SOFI)

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