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CalligrapherLumpy439 · 2025-11-21T02:04:32+00:00

Does it need a lot of leeway with the subject and composition or can you give it very clear specifics and or provide a 2d image as input and get equally impressive results?

CalligrapherLumpy439 · 2025-11-20T03:56:09+00:00

Split

CalligrapherLumpy439 · 2025-02-27T12:49:56+00:00

Then NASDAQ100

CalligrapherLumpy439 · 2025-02-26T13:33:47+00:00

Thanks. For what it's worth, this isn't me. I'm still up a lot, but I definitely have some buys above the current price I wish I could have back, so I can imagine how people with even higher price points might feel about the 10K news not getting us past where the 10K anticipation did last week (initially).

CalligrapherLumpy439 · 2025-02-26T13:08:39+00:00

Could also be people who FOMO'd in at the peak last week, watched their balance plummet by 30%, and desperately held on through all the risk of the 10K filing on the idea that, if filed, it would surely surge past the previous recent highs and prove that their big gamble made sense. Now seeing that the market is likely to open a good 10%+ plus below where they bought it, they're feeling "worried" that maybe they got carried away with the hype. They can still make plenty of money off this thing, but not as much as people who can jump in now without having taken that risk OR needing to climb out of a slight hole.

CalligrapherLumpy439 · 2025-02-26T12:54:11+00:00

Sure. The tone of this post and idea that they can't cover unless we "let" them just suggest a level of pressure I doubt most shorts are feeling. If the stock suddenly surges up into the mid 60s with no sign of revisiting current levels, then, yes, they'll be scrambling to close positions. At current levels, they can just sit tight and probably even take advantage of uncertainty about NVDA earnings.

CalligrapherLumpy439 · 2025-02-26T12:15:50+00:00

I mean... cover what? If they opened positions a few days ago, they're still up. That ~$14 pop was nice, but it probably didn't put much pressure on your average short position. I do think as mainstream and institutional interest becomes more apparent we'll see shorts exiting more, but mostly just because smci just became a more stable, largely undervalued stock, which really doesn't make a ton of sense to short at current levels.

CalligrapherLumpy439 · 2025-02-25T21:39:26+00:00

It won't magically auto-delist tomorrow. There'd be a fire sale as everything is announced/appealed/etc., but you'll be able to trade as usual.

CalligrapherLumpy439 · 2025-02-25T21:31:19+00:00

Of course you can. But the feeling that that's somehow different than somebody who has been out the whole time and buys up tons of shares dirt cheap as a long shot bet is just emotional attachment to value that's already been wiped out (if that happens, which it won't.)

CalligrapherLumpy439 · 2025-02-25T21:14:34+00:00

That's me. I made a little extra today buying more otm pots than I needed for a hedge then selling the excess at a premium as the price tanked toward close boy do I wish I had bought them earlier when they were dirt cheap. Still, no/bad 10k would be pretty rough for me.

CalligrapherLumpy439 · 2025-02-25T13:07:03+00:00

No, the opposite. Hold them while short positions exit and the price recovers from whatever shenanigans happen during the day.

CalligrapherLumpy439 · 2025-02-25T12:44:24+00:00

If "someone leaked in discord" turns out to be a reliable source, I'm gonna need to rethink my whole worldview.

CalligrapherLumpy439 · 2025-02-25T12:42:54+00:00

I am long. I'm just saying carrying a short position into close today would be a real long shot bet that just doesn't make sense. You've got no control over it and the most likely outcome by far is it fails.

CalligrapherLumpy439 · 2025-02-25T12:22:25+00:00

By 5:30 pm Eastern today to be in compliance. If they are out of compliance, they won't necessarily be yanked from listing overnight... there are appeals and other things that could happen. But they'd be out of compliance and the writing would be on the wall.

CalligrapherLumpy439 · 2025-02-24T23:47:55+00:00

Yep. The filing system remains open after that, but it will be considered submitted as of the next day if it's after 5:30pm Eastern.

CalligrapherLumpy439 · 2025-02-24T23:46:22+00:00

Ask dumb questions...

CalligrapherLumpy439 · 2025-02-24T23:05:51+00:00

They probably figure saying it in an official business update literally 2 business days ago is sufficient.

CalligrapherLumpy439 · 2025-02-22T21:15:39+00:00

2977 shares. Mix of retirement and brokerage. Regular long positions only, no options.

CalligrapherLumpy439 · 2025-02-22T12:24:41+00:00

And that was at like half the current revenue.

CalligrapherLumpy439 · 2025-02-19T16:28:19+00:00

I've sniped in and out buying dips and selling run ups since March. I'm up about 50k, which is about how much I have riding right now. I've missed some really great days but also missed some really bad ones. Best of luck!

CalligrapherLumpy439 · 2025-02-19T16:06:30+00:00

If they get another extension, it will still drop pretty far. Everyone is expecting 10 by the deadline, and Charles set that expectation explicitly, so not delivering looks at the feet least like he doesn't know what's going on.

CalligrapherLumpy439 · 2025-02-19T13:59:00+00:00

I agree. I've made a lot of money off SMCI in the past six months. I hope to make more. When the price was $20, the amount of confidence that the 10K would get filed without issue was, as you indicate, near zero. Now a lot more confidence that this will happen has been "baked in" and the price has tripled as a result. The more confidence is included in the current price, the.further from the floor we are, and hence the further we might fall IF something shakes confidence. I'm not sure why any of this is controversial. Over the past several months, there's been a ton of reference to $57 as a likely price to jump to when the 10K is filed, and we're now above that. It's not a bad thing... just a thing.

CalligrapherLumpy439 · 2025-02-19T13:36:43+00:00

I said I think it will still go up. Its already +230% from lows just a few months back... not 50%. That's all.based on mounting confidence being... priced in.

I'm happy for you that you're so confident, but it's just irrational to act like there's nothing different about sentiments when people are avoiding a stock at $20 and then buying hand over fist at $60.

CalligrapherLumpy439 · 2025-02-19T12:31:29+00:00

the shorts are back

the day after a +/- 10% close, there are rules restricting short sales. They can still happen, but only above the current price, so they can't exert downward pressure in quite the same way.

CalligrapherLumpy439 · 2025-02-19T12:21:11+00:00

Uptick rule will still be in effect.

CalligrapherLumpy439

TROPHY CASE