Prescribed AZ sports fan. Side effects include dizziness, insomnia, feelings of despair and anguish. The market heard I had cash left, and then the cash, left.
Scottsdale. AZ
Joined June 2011
- Tweets62.4K
- Following2.1K
- Followers1.8K
- Likes24.1K
Pinned Tweet
I think the Cardinals may eventually move to the new land they are developing in North Phoenix/Scottsdale. Michael Bidwill and the Cardinals control about 217 gross acres on the land by the new headquarters off Scottsdale Road in the 101 (roughly 185 net) About 30 acres are committed to the new headquarters. There is a lot of land left over, plenty of space for a new Cardinals stadium. Public documents haven’t shown a final land use plan for the remaining acreage by his real estate company, Rawhide, and nothing public precludes a stadium. The current Glendale lease horizon is around 2036, which gives a natural long-term window for Michael Bidwell to plan on the next Cardinal stadium…
J.J. retweeted
God bless the USA
The WNBA fined the Golden State Valkyries and Atlanta Dream $500,000 each for skipping the national anthem during Games 1 and 2 of the WNBA Finals.
Both teams remained off the court during the national anthem in back-to-back games.
If they don’t stand for our national anthem, they shouldn’t be allowed to play in the WNBA period!
Who actually watches this trash?
J.J. retweeted
$MRNA shorts celebrating that the mRNA cancer vaccine is unexciting. I have a feeling this is a bit premature and they may wake up tomorrow to a nightmare scenario.
0.42 and 0.5 are very meaningful HRs in a setting where most patient have not had a recurrence by 6 months.
J.J. retweeted
$SPCX is in talks to secure at least 80,000 U.S. cell sites as Elon Musk looks to turn Starlink Mobile into a 4th nationwide wireless carrier.
Combined with its growing satellite network and recently acquired spectrum, those sites could give SpaceX the ground coverage needed to compete directly with $T, $VZ and $TMUS.
J.J. retweeted
$BE CRUSHED THEIR Q3 EARNINGS
• Revenue $1.24B vs Est. $1.06B
• EPS $0.94 vs Est. $0.68
• Gross Margin: 34% vs. Est. 34%
FY26 Guidance
• Revenue $4.5B vs Est. $4.1B
• EPS $3.25 vs Est. $2.71
J.J. retweeted
Wild.
Watch 7 Atlanta Police Officer physically BLOCK @EnesFreedom from entering the WNBA Finals Game wearing his ‘What is a Woman’ shirt. Then State Farm Arena banned him from the premises. Watch the full exchange.
This is how threatened the WNBA is by asking this question…
J.J. retweeted
$VKTX One of the most overlooked $VKTX bullish facts: Viking has secured annual capacity for 100M autoinjectors, 100M vial/syringe units and over 1 BILLION oral tablets. Brian Lian also revealed 3 additional multi-ton API manufacturers. Phase 3 is advancing while commercial-scale supply is being prepared. Huge strategic advantage for a standalone launch or potential partner.
🦈 🐈 🐕 take cover 🌀
FLAGSTAFF, ARIZONA! Take cover immediately! A dangerous #tornado warned supercell is approaching NOW from the southwest!
J.J. retweeted
The Giants have officially named JJ McCarthy their starting quarterback for the rest of the season.
After the Vikings traded away their former top pick, he’s now running the offense in New York.
J.J. retweeted
$RKLB built Viasat's Maxwell spacecraft and supplied its new L-band radio for a NASA demo that launched yesterday.
That ties directly into its Iridium acquisition because Rocket Lab now has the pieces to build spacecraft, supply radios and operate its own satellite network expanding beyond hardware into recurring communications revenue.
J.J. retweeted
‘The house was toast’: Surf swallows California homes
apple.news/A_PwIS9BjQzyKXmY8…
J.J. retweeted
$SMCI is gapping up this morning. Here is why.
Super Micro closed at $32.47 on Tuesday. At 4:13 AM ET today it was $36.70, up 13.03%.
The cause:
The company shared early results for its first quarter. It raised its sales outlook to $18.5B-$19.5B. The old range was $14.5B-$15.5B. Dell and HPE rallied too. That tells me the move is about AI server demand, not just one stock.
The levels I watch:
- Tuesday's high was $33.17. If $SMCI holds above that after the open, the gap is holding.
- If it falls back under $33.17, the gap is fading.
- Tuesday's low was $30.92. A drop under that would tell me the buyers are gone.
The warning signs:
This stock moves a lot. It fell 9.86% on Oct 16 and 8.42% on Oct 14. On Oct 9, a contractor pleaded guilty in a scheme to export AI servers with Nvidia chips to China. That brought back worry about rules. Analysts are mixed. The average rating is Hold, with a target of $42.27. Next earnings are Nov 3.
My option-seller view:
Premium gets fat after a gap. But gaps can reverse fast. I do not chase them. I wait for the stock to come to me.
Not financial advice. Do your own research.
Do you think the gap holds by the close?
J.J. retweeted
You haven’t missed what I believe is the greatest GLP-1 trade in a $150 billion market.
I’m not talking about $LLY.
Or $NVO.
$VKTX.
Very promising early results around a monthly shot and a pill, the greatest obesity drug unlock.
I made the case for Viking Therapeutics on @yahoofinance.
Also including links to latest research in 🧵
A bunch of those Mobile Hail Repair dudes are in route.
National Weather Service in Phoenix issued a severe storm warning Tuesday, Oct. 20, with hail damage to cars expected. azcentral.com/story/weather/…
