Thatway
Thatway
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avatarThatway
2023-02-22
AMC and APE CONVERSION - Long APE, short AMC for NYSE:AMC On March 13,$AMC Entertainment(AMC)$ and $AMC Entertainment Preferred(APE)$ shareholders will vote to convert APE into AMC stock and will reverse split the stock 10/1. AMC has stacked the vote in favor of APE so the outcome is guaranteed.But what will be the price of the combined stock after the conversion? There are roughly 500M AMC shares, and will be close to 1000M APE shares at time of conversion. A total of 1.5 Billion shares, or about 3x the current number of AMC shares.APE currently trades at about 1/2 the price of AMC . ($2.40-$2.60 APE/ $4.50-5.50 AMC )AMC March 17 put options currently are pricing AMC at around $2.
avatarThatway
2023-02-21
Vanguard Increases Stake In Bed Bath & Beyond; Can BBBY Recover? Are Meme Stocks A Buy?Exchange traded fund company Vanguard has increased its stake in meme stock $Bed Bath & Beyond(BBBY)$ , according to reports. As of Dec. 20, it owned 8.57 million shares or a 7.31% stake, compared to 8.20 million shares in the third quarter.BBBY is shutting down its Canadian stores. It plans to bring down its retail store count to 360 along with 120 buybuy BABY stores. Earlier, Bed Bath & Beyond declared that it did not have the cash to pay off its debts. Nor has it been able to find a buyer.The company also said it had defaulted on its $500 million loan with$JPMorgan Chase(JPM)$ .Caught between debt and a cash cru
avatarThatway
2023-01-19
$Occidental(OXY)$  Technically, if we close under yesterdays low this thing do the bed to 60 againIf not , I think we can head towards 70Having said that, never know what the pairs traders are doing with WTI or the CVX,XOM types.You guys hear about XOM REfinery in Beaumont coming online within 2 months ? 250k bpd mostly to fas and diesel and some jet
avatarThatway
2022-03-02

Irresistible trend: new lifestlye created by ZM

The pandemic curve may be slowing, but anyone who’s a knowledge worker knows Zoom is essential. Teams is horrible. Even when the occasional office day arises, it’s still packed with Zoom calls all day. There’s no escaping the remote workforce. Our teams are geographically scattered. Even if you go in person it’s still a day full of Zoom calls. Even if your team uses Teams they still say “let’s jump on a Zoom.” When hosting important large events Zoom is more reliable, has far better audio/video than any other platform, breakout groups work as intended. Zoom might not be close to $500 right now, but this thing is way way oversold given their market position. The licenses are expensive and major organizations have embedded ZM into their operations. The pandemic might fade but it’s accelerate
Irresistible trend: new lifestlye created by ZM
avatarThatway
2021-08-06
This hurts. I had a 115 Price Target and got greedy by waiting until 125 this month. Stick with your plan I’ll be holding$Lemonade, Inc.(LMND)$ for 10 years
avatarThatway
2021-08-06
$Palantir Technologies Inc.(PLTR)$ PLTR has delivered over 100% since Direct Listing. Stock moved quickly to $22 range, ready for next move up.Q3 guidance 45%. Yearly guidance will be $1.5B-$1.6B range, meaning Q4 will be first qtr above $500m.$Palantir Technologies Inc.(PLTR)$
avatarThatway
2021-08-06

ZY is the platform

These buys are by the Big Guns, probably those who bought in awhile ago. They know that the real asset in ZY is the platform they built - extensive scientific knowledge & experience, excellent data capture and analytics, and superb robotics to allow for rapid testing of variants for increased quality & yield. Hyaline was just the first proprietary product, but they've been doing this with various chemicals for years. Yes, Hyaline's difficulties are a problem, but anyone other than day traders knows to hold and, when opportunities like yesterday arise, buy. $8.50 / share was an amazing overreaction. $Zymergen, Inc.(ZY)$
ZY is the platform
avatarThatway
2021-08-05
With my 25 yrs experience. I don't see any reason to buy this here or over 100. Why, because virus is dying down. Another reason is temporary news has given rise to speculation with big funds taking advantage and selling naked calls and puts to stupid people. Big money is making money.The sudden drop and then quick pump is all by algorithms. This is beyond the valuations and control. Will not buy any calls or puts. They want to kill everyone. Unless u want to short, don't waste.money on this. Lot of companies doing same thing.Not worth the risk. It's bubble to extreme.$Moderna, Inc.(MRNA)$
avatarThatway
2021-08-05
$Sea Ltd(SE)$ looks like $300 is unknown territory, any Guess where it will soar to once it does break 300 ?
avatarThatway
2021-08-05
$Palantir Technologies Inc.(PLTR)$ Meanwhile, Miami hack week 2021 sponsored by Palantir is going on, recruiting more top notch talent to the team no doubt
avatarThatway
2021-08-04
$Palantir Technologies Inc.(PLTR)$ Realistic expectations: 30% growth next 5 years, 25% after that. 2021 earnings 0.14 p/e 168, 2022 0.20 earnings 120 p/e $24/share, 2023 .26 earnings 100 p/e $26/share, 2024 .34 earnings 80 p/e $27.20, 2025 .44 earnings 70 p/e $30.80….. 2030 1.38 earnings 40 p/e $55.20/share. 150% gain in a little over 8 years. Still not bad!
avatarThatway
2021-08-04
There is a high probability that TBIO has had a successful clinical trial with a Covid vaccine that will be more effective on the variants. If so, the stock could be worth a lot more than $60-$70...$Translate Bio Inc.(TBIO)$
avatarThatway
2021-08-04

Great job!

$Walt Disney(DIS)$ I have to say that$DIS did a great job and thank you for casting Dwayne Johnson for me to look at for two hours. 😍 We live in SoCal and have family visiting in December for a Disneyland trip and are looking forward to the Jungle Cruise ride! And kudos to AMC for their amazing theatre in Long Beach with reclining seats and for having the MacGuffins Bar where I always spend too much money, lol.$Walt Disney(DIS)$
Great job!
avatarThatway
2021-08-03
They are the exclusive Tencent publisher for $Sea Ltd(SE)$ so they actually do have exposure here imo. I have a metric ton of $Sea Ltd(SE)$ so I hope no drop but it’s an easy connection to Tencent gaming restrictions. Not that it would actually affect revenue.
avatarThatway
2021-08-03
PLTR is take over target price $38-40 range. Don’t complain I did not share the news.$Palantir Technologies Inc.(PLTR)$
avatarThatway
2021-08-02
hahaha as i said on friday.i loaded my boat $5,86 thanks to those sold on friday ah .thank you for gain.will be back if the gap is closed.at $6. Today will be a dream if it’s over $10 in premarket $Erytech Pharma S.A.(ERYP)$   
avatarThatway
2021-08-02
Summary of 2Nd QUARTER 2021:1. Revenue: Beat the predicted Revenue.2. Profit per Share: Beat the predicted price per share.3. Production: Will produce 1 billion doses 2021. Will produce 3 billion doses in 2022.4. Sales: 2021 sold out. 2022 2/3s sold out with prepaid contracts. 2023 contracting orders.5. Production more coming online securing additional Production deals worldwide.6. Pipeline = Great results.7. Boosters starting this fall.8. Variants9. Vision 2021 - 2025.$Moderna, Inc.(MRNA)$
avatarThatway
2021-08-02
$(SE)$ might not be a Chinese company but you definitely feel the pain JPM: We believe China Internet stocks are likely to face continuous pressure in 2H21 as we expect more regulatory measures will be introduced
avatarThatway
2021-08-02
My fellow PLTR homies,Let's assume the following Earnings Report results on Aug-12-2021:....a. EPS = 0.07 (BEAT)....b. Revenue = $375 million (BEAT)....c. Growth = 45%....d. 20% more clients and contracts1. Obviously, this will be a GREAT Earnings Report that BEATS BIGLY2. We have about 12 days left until ER day3. So, will PLTR stock goes to $22, $25, $27 before Aug-12-2021 ER day4. Then BOOM to $30 on August-12 and Aug-13-2021?5. OR, as I have seen it many times in the past with MANY other stocks, the HYPE and MANIPULATIONS increase before ER day, PLTR price increases to $28 and then after Aug-12-2021, we start a DESCENT dow to $22, $21, $17 until Q3 HYPE TIME?6. Fair enough?$Palantir Technologies Inc.(PLTR)$
avatarThatway
2021-08-02
$PayPal(PYPL)$ should be fine. Revenue miss is only because of separation with ebay which I think is transient. PYPL has many other new expanding businesses.. I picked up some last week.

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