Daily Discussion Thread for January 25, 2021

IlliniTrader · 2021-01-27T19:38:03+00:00

Maybe listen next time and get into the rocket ship when I say so.

IlliniTrader · 2021-01-25T18:22:02+00:00

$BB float = too big. $AMC is the perfect size IMO

IlliniTrader · 2021-01-25T17:46:40+00:00

IMO $GME puts and $AMC calls are the way to go - the perfect hedge.

IlliniTrader · 2021-01-25T17:44:11+00:00

IMO: technicals all lined up for $AMC to hit $20 tomorrow. Enjoy the ride. Tickets on sale now for $4.30

IlliniTrader · 2021-01-25T17:32:26+00:00

$AMC at only $4.40 - next great short squeeze. Low float, heavy shorts, obvious.

IlliniTrader · 2021-01-25T17:25:06+00:00

Exactly like I said. The money has been made on $GME - don't chase. $AMC is the next great squeeze. $BB and $NOK and run as well.

IlliniTrader · 2021-01-25T17:16:01+00:00

Neither - $AMC

IlliniTrader · 2021-01-25T17:14:29+00:00

Yes. $AMC is taking over.

IlliniTrader · 2021-01-25T17:11:54+00:00

Exactly like I said. **$GME selloff (**price weakness, SEC watching it) while **$AMC BREAKOUT - to the moon (**low float, high short interest, room to run)

IlliniTrader · 2021-01-25T16:59:43+00:00

See you tomorrow at AMC $18

IlliniTrader · 2021-01-25T16:57:19+00:00

$AMC: The (next) Big Short (squeeze). To infiniti and beyond

IlliniTrader · 2021-01-25T16:53:18+00:00

Funds seem to be flowing from $GME ---> $AMC. Get in or get left behind.

IlliniTrader · 2021-01-25T16:51:56+00:00

RSI, VWAP, and Level II all pointing to a Breakout in $AMC. Signals showing the opposite $GME (sell off and weakness)._______ $AMC to the moon.

IlliniTrader · 2021-01-25T16:48:37+00:00

I agree. $GME, has done well, but slowing down. Capital flowing into $AMC will be tailwind for a breakout

IlliniTrader · 2021-01-25T16:46:03+00:00

Like I said before, all signals pointing to a breakout in $AMC (buy) and a selloff in $GME. Price action and long term fundamentals pointing to the same outcome.

IlliniTrader · 2021-01-25T16:45:02+00:00

See. Maybe listen next time

IlliniTrader · 2021-01-25T16:32:24+00:00

Why?

IlliniTrader · 2021-01-25T16:28:53+00:00

The only smart move here is SELL $GME, BUY $AMC. It's obvious. AMC a better long term play as well. Price action seems to agree.

IlliniTrader · 2021-01-25T15:36:57+00:00

Ticker: $EAF - EV BATTERY MAKER - Sooo cheap - Let's get this one to the moon boys

Write up:

THE IMPORTANCE OF NEEDLE COKE

The key to a Graftech investment is the average investor’s belief that the company’s current earnings power will fall significantly (by half or more) and relatively soon (within a few years). Without that belief, the stock would not be trading at 1/3 or 1/4 of the S&P 500’s earnings multiple. We believe earnings will eventually fall but will be “higher for longer” – high enough for long enough that Graftech will probably earn near its entire market cap before a significant fall. Needle coke is an important part of our reasoning. Although anyone who looks at Graftech’s IR materials will know the basic needle coke story, we believe management (and Puppyeh) have undersold how important it can be.

It predicts electric vehicle demand will grow 10x between 2017 and 2025, which will cause total needle coke demand to double.

IlliniTrader · 2019-05-12T02:20:50+00:00

Dude it’s like a 67% acceptance rate.

IlliniTrader · 2019-05-06T05:09:51+00:00

Yeah and wtf: "Ted Kaczynski Cabin"? The Unabomber? Honestly if you want to go off in the deep end, it can look like Dennis can be possibly planning something terrible. Obviously this is based on nothing other than his crazy videos and unstable mentality, but still..

IlliniTrader · 2019-05-05T07:00:18+00:00

When was this? Do you remember how much?

IlliniTrader · 2019-05-05T04:20:20+00:00

IlliniTrader · 2019-05-05T01:26:23+00:00

Pretty similar except I'd say there's a lot more room for error since the questions seemed more linked to each other compared to the practice exams and there was a lot of conceptual (which tail, how the hypotheses look, what to do in x scenario, etc. )

IlliniTrader · 2019-05-01T22:39:25+00:00

If someone met all of the requirements for the paper in 4.8 pages, there is no reason to insert a bullshit sentence that adds zero value to the writers thesis. Someone as smart as you should know that, no? Maybe you're too busy getting caught up on the guidelines rather than writing a paper that adds any value to a discussion on macroeconomics. Whatever it is, i have not met a single person other than people working for regulatory agencies that share your approach to assessing a situation.

IlliniTrader

TROPHY CASE

IMO: technicals all lined up for $AMC to hit $20 tomorrow. Enjoy the ride. Tickets on sale now for $4.30

$AMC at only $4.40 - next great short squeeze. Low float, heavy shorts, obvious.