@breakoutpoint.bsky.social
Quantum Rebound?
While AI is all the craze after the “Stargate” announcement, we are also seeing movement in other places...
open.substack.com/pub/retailpo...
Retail investors hyped through 2024, as if it’s 2020/21 again
Crypto, quantum, space, nuclear, AI, PLTR,...
Lookback on 2024 trends among retail investors open.substack.com/pub/retailpo...
Our weekly summary of tickers hyped by retail investors
AI, Quantum and Microcaps
open.substack.com/pub/retailpo...
I'm a big fan of passive investing, but you don't have to own a widely-followed, cap-weighted index. If you own QQQ (Nasdaq 100) then in a week you'll dump Moderna, down 70% in the past 6 mo, for essentially a Ponzi scheme (MicroStrategy) and a meme stock trading at 365 times earnings (Palantir).
16.12.2024 15:54 — 👍 27 🔁 4 💬 4 📌 3
$SOUN is one of the tickers wrapping up 2024 on the meme-stock side, fueled by AI hype – because why not?
open.substack.com/pub/retailpo...
Big $SMCI shorts are getting bigger
Both Qube and Arrowstreet boosted their SMCI shorts following the rise in share prices
One of you should offer a research role to Derek @midwesthedgie.bsky.social @jcapresearch.bsky.social @muddywatersre.bsky.social
Brick Watch down 80% (from $2,399 to $480) since Derek's initiation
$ACHR has been the new craze among retail investors over past week, especially wallstreetbet-ers like to discuss it
29.11.2024 13:01 — 👍 0 🔁 0 💬 0 📌 0Nate of Hindenburg had a very good post on potential mechanics behind that particular case
27.11.2024 07:54 — 👍 0 🔁 0 💬 0 📌 0That must have been a big SAVA short?
26.11.2024 10:51 — 👍 0 🔁 0 💬 0 📌 0Great work on $SAVA by you, Adrian and Jesse 👏
25.11.2024 17:23 — 👍 1 🔁 0 💬 0 📌 0
Big day for activist short sellers yesterday
-US charges Indian billionaire Gautam Adani with fraud
-Archegos' Bill Hwang sentenced to 18 years in prison
