Stocks

[Adriano@10]

At what point is this fraud. Th3r3s posts now on twitter how their ai capabilities have gone up 5x because he bought 5x h100 chips

Yeah to me it obviously is fraud but as long as the sec does not care nobody cares...
Just from the top of my had his fraudulent claims FSD next year every year since 2016, Teslas will be appreciating assets on multiple calls while slashing prices same for FSD, Solar roof is a money printer, Paint it black video, the semi and the roadster, he whole solar city takeover.... List goes on and on....
Him putting a i think or a i believe in front of all these promises imho does not really make it better

What i find the most disturbing is that the same people who seemingly fall for this over and over again also think elon is the greatest genius in everything...
How do these people not realize that he was either lying in 2016 or his a dumb fuck and does not know what he s talking about, cause you cant be the biggest genius in the space and your predictions are constantly the farthest off.....

Anyways stock up 12% pre market my puts are fucked and a couple of Ks flashed down the toilet cause the market still believes this fucken fraudster....

Edit: Forgot to mention the stupidest lie that got eaten up by the shills well be able to provide an AWS like service from he cars when they are not used....
It s so dumb you really have to know nothing about the tech or the economies behind AWS to believe for a second this is possible or desirable for the car owners yet here we are

 

[Adriano@10]

LOL so last week was probably my best week in markets since i started and this week s probably the worst... his game just always knows how to humble it s participants.......

Also there should be a study done on Zuck and Elon one had a shit Q and gave out a bunch of lies stock up 13% the other had a great Q and guided conservatively stock down 15%.......Short term markets can do the silliest of things

 

[brehme1989]

@Adriano@10 Carvana movement caught my eye, your possible reaction came to mind

 

[crzdcolombian]

cvs is down 30% from what it was last month. insane

checking that sector seems like everyone else is kind of over valued.

 

[Adriano@10]

@Adriano@10 Carvana movement caught my eye, your possible reaction came to mind

Thank god i m not short that dumpster fire at the moment... On a serious note i thought market got the memo last year when it traded under 10$..... Seems like they re still believing the garciases shtick... Going over the Q1 they massively slashed costs and yet they have to use every tirck in the accounting book to arrive at a positive adjusted EBITDA ... ALso insiders keep on selling( Ofcourse at these prices) It s a classical fake it till you make it case...
Worst case is the garcias and most oher excecs will have made 100s of millions by the time this pig finally goes belly up.

Also just in case your wondering my reaction when i saw the stock up 30% precent was a smil while murmuring to my selfe have we all gone fucking insane?

 

[Pimpin]

Thank god i m not short that dumpster fire at the moment... On a serious note i thought market got the memo last year when it traded under 10$..... Seems like they re still believing the garciases shtick... Going over the Q1 they massively slashed costs and yet they have to use every tirck in the accounting book to arrive at a positive adjusted EBITDA ... ALso insiders keep on selling( Ofcourse at these prices) It s a classical fake it till you make it case...
Worst case is the garcias and most oher excecs will have made 100s of millions by the time this pig finally goes belly up.

Also just in case your wondering my reaction when i saw the stock up 30% precent was a smil while murmuring to my selfe have we all gone fucking insane?

This is how i feel with lunatics selling stocks for underperforming, and they do not look under the hood for one time impairments.

https://www.investorschronicle.co.uk/news/2024/04/25/travel-boom-slows-at-wh-smith/#:~:text=The%20group's%20forward%20price%2Fearnings,how%20the%20expansion%20is%20implemented.

 

[Pimpin]

helios towers nearly at 110 , again I still do not think people have priced in things. Earnings will be on 16th of May, and I expect them to have deleveraged significantly, especially as they have positive cashflow now.

They also received a credit rating upgrade..

 

[Adriano@10]

I m dying gme up 110% cause roaringkitty returned to social media....
Like this shit is stuff that would happen in a bad parody of wallstreet...

Like at this point the sec should finally fucking do something it s obvious that markets and social media are a problematic combination

 

[brehme1989]

Like this shit is stuff that would happen in a bad parody of wallstreet...

 

[Adriano@10]

Lol and we do another 100% post market and now still up 66%....
Gonna try and play this with a long straddle should work out either way

 

[brehme1989]

At least my shitty Plug is bouncing

 

[Pimpin]

Helios Towers +13% on earnings.. and its not even close to where it should be.. was very good opportunity

 

[Pimpin]

Going through the earnings report, it seems they are picking up Vodafone as a tenant in Oman which is huge. 1000 tenancies added in Oman, where the 2nd tenancy is something like 90% margin, another 1000 would assume from Vodafone and perhaps a few more from ooredoo and they can easily achive x2 tenancy ratio.

but what people seem to fail to recognise is that Helios has presence in african countries that are only now rolling out towers, basically 2/3 MNOs will reach out to them for a roll out (maybe a government as well?) and they will do it much lower price and consequently a good part of mobile network will be owned by them with 2-3 tenants on them. Right now the penetration rate for even 3G is shockingly low, so growth opportunity near and long term is great. People talk about tech in africa, well you can't have tech without coverage.

 

[Adriano@10]

Going through the earnings report, it seems they are picking up Vodafone as a tenant in Oman which is huge. 1000 tenancies added in Oman, where the 2nd tenancy is something like 90% margin, another 1000 would assume from Vodafone and perhaps a few more from ooredoo and they can easily achive x2 tenancy ratio.

but what people seem to fail to recognise is that Helios has presence in african countries that are only now rolling out towers, basically 2/3 MNOs will reach out to them for a roll out (maybe a government as well?) and they will do it much lower price and consequently a good part of mobile network will be owned by them with 2-3 tenants on them. Right now the penetration rate for even 3G is shockingly low, so growth opportunity near and long term is great. People talk about tech in africa, well you can't have tech without coverage.

Agreed but having been involved in a couple of projects in africa where the government needed to be involved ( permits and shit) it always took way longer than expected made less money then expected....
Then again these projects were in congo and Zim so two of the more corrupted countries.

 

[Pimpin]

Agreed but having been involved in a couple of projects in africa where the government needed to be involved ( permits and shit) it always took way longer than expected made less money then expected....
Then again these projects were in congo and Zim so two of the more corrupted countries.

so in this case the MNOs would need to pay $$ for roll out (bts, build to suit), the gov can put (and does put) mandates on % of coverages especially when selling spectrum.. but since rollout is expensive, 3-4 MNOs jointly can just lease the towers from towercos.. hence in africa ull have mnos with 50% less in opex.. it works for everyone involved.. no duplication of sites so less environmental damage (especially aesthetic), less capex, less opex, and faster deployment..

 

[Adriano@10]

So GME out with a cap raise today...
I m gonna sound like a broken record but this is fucken outrageous and the SEC has to do something....
Really hard to believe that roaring kitty just posts for the first time in years sending the stock up 3x right before bad sales report and a fucken cap raise...
So fucken frustrating and ofcourse the apes are gonna blame the shorts and not mgm....
At least the long straddle worked out..........
BTW were back at 20$ since the share opened @26 on Mo it s fair to assume most retail who tried their luck in this rally got burnt.