CornerSteve
CornerSteve
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avatarCornerSteve
2023-07-18
I dumped on this stock on these message boards all the way from $300 to $72 or so. I bought my half position there. Then bought another half position at around $35. Then UPST's results turned negative. Everything about what I still think is a shady CEO sort of came true. While I love the idea of a low risk lending model where they make money just originating the loans. It is now obvious they are going to have to change that model a bit. But I kept holding even as it went to like $12 or $13. I can now say I'm in the green on this stock. Not sure how I feel about the long term prospects. I honestly think this stock trades on hope and despair. The real value is probably lower than here. But I plan on holding. Cause of the massive short position and the fact that the company isn't going to go
avatarCornerSteve
2023-07-14
Carvana has close to $1B in cash plus $5.6B in funds like untapped realestate and creditline. They can declare a special dividend and in this case shorts have to pay the dividend to the guy whose shares got borrowed, so they usually just cover to avoid that. Carvana can easily declare a special dividend just to trigger a squeeze to $500 then start an offering there! Management has the balls to play a card like that, easily! $Carvana Co.(CVNA)$
avatarCornerSteve
2023-07-13
Here’s something to think about! In 2014 NVIDIA was spending more on software engineering than it was on HW engineering! Adjusted for inflation they were spending nearly 10x what AMD spends on SW today. So you see, AMD can’t simply repurpose silicon to gain share as it did with DC CPU’s because it needs specialized tooling to make it a viable solution.What’s more worrisome for AMD and its investors is that the DC share they gained (a tiny amount) won’t last or they’ll be spending most of their time trying to defend it. Intel is going after their margins!So never mind that GPU’s are NOT the future of AI and that AMD has inferior software and developer tools (a decade behind) but AMD won’t even have the income to support such an effort. Moreover Intel is coming for dGPU’s. All of that will c
avatarCornerSteve
2023-07-12
Hit 10B valuation - as an 14$ buyer that the point when I'm comfortable about the turn around to mega-cup profitable company. suddenly the debt start looking nothing more than a little mosquito and profitability becomes a meter of time , staying long for deep value. and ofc those bots shorts just donating money non-stop makes it x10 more attractive causing gamma squeeze and short squeeze every week now. $Carvana Co.(CVNA)$
avatarCornerSteve
2023-07-10
Investors are becoming no sense. Euro Dolar is moving 1% a day with ups and downs of 0.25% in a mater of minutes. This shows how markets are not at all stabilized and waiting for any small small news. Level of volatility shows how stupid markets are becoming and how dangerous this could be for the investors. Coinbase is in great position but impacted by news no nasdaq, news on btc, news on other criptos, news on itself...People are just too much in short term...Staying long in coin at least until 84-85 $Coinbase Global, Inc.(COIN)$
avatarCornerSteve
2023-07-07
avatarCornerSteve
2023-07-07
IF managment can find a way to reduce the cost, especially the marketing and related cost, ZH has to potential to go to the moon. Realistically: user growth can translate into more revenue, and with moderate cost reductions over time the metrics can work in Zhihu's favour. However: Zhihu might feel a liquidity crunch as time passes. Zhihu is on a clock, but it's a very interesting company. $Zhihu(ZH)$
avatarCornerSteve
2023-07-06
so now lets think of what a reactive can look when we get to 321.33 - it the 1st one was steep which it was, the second one will be shallow - sooo shallow then , see shallow and sometimes shallow slopping upwards, as it has been the case with Tesla many many times. $Tesla Motors(TSLA)$
avatarCornerSteve
2023-07-04
Some metrics to keep in mind:-Bitcoin is poised to jump between 10% to 20% over the next few days/weeks as the result of massive institutional ETF preparations. But for holders of MARA whether long or short, one must bear in mind that the stock has traditionally moved in unison with Bitcoin at anywhere and everywhere from 2x to 4x leverage, thus a 10% move in bitcoin translate to a 20%, at minimum, move in MARA. If the mad rushinto Bitcoin results in a 20% move, then we are looking at moves in MARA stock price of anywhere from $5 to $20 per share. Relatively speaking we have VERY reasonable expectation of $18.00-$19.00 per share all the way up to $25 per share or more in a parabolic move.These levels of leverage for MARA stock are not unreasonable expectations given the stocks behavior in
avatarCornerSteve
2023-06-30
Totally forgot. Incase any one else did:The Short Sale Rule is an SEC rule that governs when and how stocks can be sold short. Briefly, the rule dictates that once a stock falls more than 10% from its previous close, that stock cannot be shorted at the bid price for the remainder of the current trading session or for the entirety of the next session. $Carvana Co.(CVNA)$
avatarCornerSteve
2023-06-29
live in Thailand, and it is very inexpensive to travel using Grab! Tomorrow, I have to travel 4km to get to my destination. It will cost me 89 Thai baht = $2.57. When I order food from approximately 1km away it cost me 18 Thai baht = $0.52. My point is at these prices how do they make money!!!!!! $Grab Holdings(GRAB)$
avatarCornerSteve
2023-06-28
Apple is a sign of bigger things to come but one needs to plan ahead to get the best prices. There’s clearly a few taking advantage of the recent pullbacks in prep for next year… By the way, the release of the Meta 3 this fall is going to be big. They’re advertising the heck out of it in preparation for an enormous end of year holidays release. $Unity Software Inc.(U)$
avatarCornerSteve
2023-06-27
Pat hasn’t completed his job and his tenure will amount to a failure if he doesn’t take 95% plus of all x86 market share and 20% of the dGPU market. This includes client and DC products. This is because it’s not enough to return a new and better Intel to a glory not seen in 3 decades but it requires returning AMD to the trash heap where it arose from! $Intel(INTC)$
avatarCornerSteve
2023-06-21
A mansion tax, and higher property taxes for many? Why not. California has been taking your money for years, and giving it to others. You live there, and let them. You own google, and help keep them in power.You are so greedy, you should be exploited. You fund your worst enemy. May they tax you to death.$Alphabet(GOOG)$
avatarCornerSteve
2023-06-19
From 8K this morning that caused the drop:The impact of the May 21, 2023, conclusion by the Cybersecurity Administration of China (“CAC”) on the business of Micron Technology, Inc. (“Micron”) continues to remain uncertain and fluid. Several Micron customers, including mobile OEMs, are being contacted by certain Critical Information Infrastructure (“CII”) operators or representatives of the government in China concerning the future use of Micron products.As previously disclosed, Micron’s revenue with companies headquartered in mainland China and Hong Kong, including direct sales as well as indirect sales through distributors, is approximately a quarter of Micron’s worldwide revenue and remains the principal exposure. We now believe that approximately half of that China HQ customer revenue,
avatarCornerSteve
2023-06-16
VG needs no capital after Delta ships. Once they sell a ticket and collect $900k deposit. They can finance the current flight (cost $400k-500k) on those deposits. They can keep doing this for every flight. They will generate $2.7M with no capital ! This could go $100 based on that because basically Point To Point will be financed for free. Buy and Hold forever. This is better than Google ! View the last CC slides and presentation. CEO provides lots of good info. $Virgin Galactic(SPCE)$
avatarCornerSteve
2023-06-14
Year-over-year inflation stood at 6.5% in December 2022—the lowest that figure has been in more than a year. Inflation was in line with what economists expected and gave many of them a reason to believe that the peak of inflation may be behind us. I have approximately $150k stagnant in my port_folio that needs growth. What is the best way to take advantage of this downturn? $Manchester United PLC(MANU)$
avatarCornerSteve
2023-06-13
analyst looking for $251 million this quarter, " Showcasing revenue growth and operational scale. " I would think they are going to come in closer to $300 million than $251 million this quarter. They more than doubled electrolyzer production. Then they only did a little over 1000 gen drives, leaving them 11,000 to get out the door over the remaining 3 quarters. $Plug Power(PLUG)$
avatarCornerSteve
2023-06-09
look WHO owns over a million shares of ACON!: NuVasive is a medical devices company based in San Diego, California. The company primarily develops medical devices and procedures for minimally invasive spine surgery. NuVasive's products include software systems for surgical planning and monitoring, access instruments, and implantable hardware. How many international markets does NuVasive conduct business in? With more than $1 billion in net sales, NuVasive operates in more than 50 countries serving surgeons, hospitals, and patients. $ACLARION, INC(ACON)$
avatarCornerSteve
2023-06-08
Lol you can keep Mara and it’s debt a bunch of shorts who think we going to fall for the trap it’s like comparing GOLD to NEM. Riot and Gold are both better with debt ratio and management with the ability for growth far beyond debt hungry MARA and NEM $Riot Blockchain, Inc.(RIOT)$

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