Jeff Shulkin (@JeffShulkin) header
Jeff Shulkin (@JeffShulkin) profile picture
Joined February 2013
Photo by Jeff Shulkin (@JeffShulkin)
$NVDA super annoying that all the big dogs posting about what should happen to Jensen are 100% only talking their book. $QQQ $CRWV $SPCX $SNDK
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$DDC @TimKotzman @ddcnorma very disappointing out of both of you that there still is no news about refinancing the convertible debt.
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$MMA something going on here.
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$CRML very well bid yesterday and today after the Greenland exploration comments by the gov. 33% of the float is short.
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$CRWV you have to take a shot buying this for a bounce given the speed of the move and that ten year yields came off 25 bp. $QQQ $NVDA $SPY
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$BMBL anyone see what time this will start trading? Congrats longs, huge premium.
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$DDC @TimKotzman @ddcnorma it’s been more than a month since your letter said there would be news about the refinancing of the convertible debt. Do you still plan to release something ‘within weeks’?
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$NVAX shorts thought they were safe with the pullback midweek. They are in trouble now. 32% of the float is short or 50M shares.
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If this is real the Nasdaq is going limit down. $QQQ $SQQQ $NVDA $SPY $VIX
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SELL IT ALL $SPY $QQQ $NVDA
OpenAI missing revenues by $20B, Crazy
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$NVAX buy any dip in after hours. 50M shares that are short should continue to cover all week.
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$NVAX 50M shares are short wow.
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$NVAX 52 week high with 31% of the float short. Long a lot of $13 calls expiring Friday and $15 calls expiring 10/16.
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$SPY Nov 20th at the money puts trading at $15 or about 2%. How can you not be buying these as insurance with yields moving up so quickly? $QQQ $TLT
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$TEM shorts in big trouble. $PSNL
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$PDSB breaking out again.
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$DDC the absolute worst thing that can happen for shareholders is the stock to rally like yesterday. We want the stock to do nothing until the Anson convert is refinanced. Give Anson no room off the VWAP to convert, sell, and increase shares outstanding. That’s Anson’s game plan.
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$GLNDW the warrants should be trading over $2.00 given the strong likelihood of warrant holders also receiving $1.50 warrants at closing of the 80 Mile merger. $GLND $CRML $GRML
I bet very few people understand that $GLNDW will be issued a $1.50 strike warrant when they complete the 80 Mile acquisition..
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$CRML 28% of the float is short. Tough spot for shorts with the Greenland news.
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$CRML this should go over $10.
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