Lickity Split
@lickitysplit_7
Markets connoisseur, ponzinomics scholar, liquidity provider when convenient. CIO East India Trading Company.
Potrebbero piacerti
$EH received clearance this weekend to begin tourism flights Not to be dramatic but this has 50x potential over next few years imo
$EH China's leading autonomous air taxi company. Finally breaking out on China tailwinds, expect it to get more attention as already received necessary approvals and is beginning operations.
$BA Jan26 200C 6.20.. 2nd straight month of solid delivery numbers, I think the worst is behind them, not sure why the like 20% selloff over last couple weeks but helps the entry, almost bought at 180 anyways
$EH China's leading autonomous air taxi company. Finally breaking out on China tailwinds, expect it to get more attention as already received necessary approvals and is beginning operations.
$EPAM that 2022 gap is when Russia/Ukraine war started
$RXRX $SDGR healthcare AI names w a number of clinical trial results due this year, no idea how they'll do, but think deep OTM calls offer good way to play them, as hype/excitement will prob be huge if results are positive. RXRX Jan26 $15C 1.15 SDGR Jan26 $55C 1.50
$UBER started equity position here and bought Jan26 $100C for 2.52 While $TSLA and Waymo threat is v real, think its overplayed in short term and there's still a v long way to go. Think 2025 is a disappointing year for autonomy, or at least slower, and expectations reset some.
$MSTR Jan27 $30P for 4.05, Jun26 $30P 2.50 I think this is a decent way to play the MicroStrategy issuing equity/converts to buy all the btc charade eventually imploding, gives you 2+ years time and fixed downside. Even if the equity doesn't trade to 0 in this time frame, I do…
My map turned out pretty accurate, just missed NH and ME. A little annoying bc thesis was that the large swings I anticipated in states like NJ (+12 swing) CT (+9) VA (+5), altho not large enough to flip their own state, would be exacerbated in NH and ME and sufficient to carry…
For fun, I did an interactive electoral college map. Here's the rest of my thoughts on why I think Trump wins rather handedly: 1. Polling - Trump is polling better in every single swing state. He outperformed polls in 2016 and 2020 and I expect him to do so again. Pollsters even…
For fun, I did an interactive electoral college map. Here's the rest of my thoughts on why I think Trump wins rather handedly: 1. Polling - Trump is polling better in every single swing state. He outperformed polls in 2016 and 2020 and I expect him to do so again. Pollsters even…
$QS seemingly at inflection point here as after 10 years of development they're now sending their batteries to automotive partners for testing. If tech is as good as advertised, then there's ton of upside here. Faster EV charging and longer range are clear needs.
United States Tendenze
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