10/9/25 :: VROCKSTAR :: 
QBTS
If red is your favorite color
- it's me again. you know. coming to you from reality
- so here's the deal, without sharing too much
- quantum won't be too useful in a conflict with china
- not many zombie companies will be
- best off looking at crash positions, yield positions (2s10s steepener if u r brave), or just holding more cash
- sanity is the scarce asset you need to be storing up
- because the oppty will arise
- when you hear "tis not fair", that's where we move again.
- i'm still 50% cash, a lot of deep ITM leaps on positions w good FCF yields growing HSD/DD, and even these r hard to size up
- con-sumer credit is cracking so hard you-know-who would be all over it like it just turned 18
- and here we are again
- be warned that $34/shr is likely equal to the amt this stock is worth if it had $34/shr of cash on it's balance sheet. i'm surprised they haven't dunked into yo pockets just yet.
- momentum does not equal value. but if you're playing that game... respect. just know i'm still here and happy to take the under.
V
QBTSIf red is your favorite color
- it's me again. you know. coming to you from reality
- so here's the deal, without sharing too much
- quantum won't be too useful in a conflict with china
- not many zombie companies will be
- best off looking at crash positions, yield positions (2s10s steepener if u r brave), or just holding more cash
- sanity is the scarce asset you need to be storing up
- because the oppty will arise
- when you hear "tis not fair", that's where we move again.
- i'm still 50% cash, a lot of deep ITM leaps on positions w good FCF yields growing HSD/DD, and even these r hard to size up
- con-sumer credit is cracking so hard you-know-who would be all over it like it just turned 18
- and here we are again
- be warned that $34/shr is likely equal to the amt this stock is worth if it had $34/shr of cash on it's balance sheet. i'm surprised they haven't dunked into yo pockets just yet.
- momentum does not equal value. but if you're playing that game... respect. just know i'm still here and happy to take the under.
V
Declinazione di responsabilità
Le informazioni ed i contenuti pubblicati non costituiscono in alcun modo una sollecitazione ad investire o ad operare nei mercati finanziari. Non sono inoltre fornite o supportate da TradingView. Maggiori dettagli nelle Condizioni d'uso.
Declinazione di responsabilità
Le informazioni ed i contenuti pubblicati non costituiscono in alcun modo una sollecitazione ad investire o ad operare nei mercati finanziari. Non sono inoltre fornite o supportate da TradingView. Maggiori dettagli nelle Condizioni d'uso.