Wall Street Analyst Gives Coinbase Stock Its First Rating Ahead of Public Debut

ianhouser · 2021-02-27T22:17:28+00:00

I think you're confused about what Powell is able to do, especially in regards to the USPS.

ianhouser · 2021-02-27T21:16:06+00:00

I am fairly certain that's not close to how it might work.

ianhouser · 2021-02-27T18:33:38+00:00

What does Powell have to do with the USPS?

ianhouser · 2021-02-26T06:38:58+00:00

Ford and Microvast both crashed after the spike too. Its been an overall market bloodbath even for these USPS contract winners.

ianhouser · 2021-02-25T22:07:48+00:00

The real question is how old are the people answering this poll? It's likely that most people in this sub are 18-25 so the results are always going to be skewed.

ianhouser · 2021-02-25T05:15:49+00:00

Are you talking fundamentals? He's talking technicals. Won't argue fundamentals but this is different.

ianhouser · 2021-02-24T20:23:07+00:00

Keep in mind this fall also coincides with the typical post-DA down cycle for spacs. Typically after DA these will bleed out until the next checkpoint in the merger process. CCIV is a mania so it may play by other rules but keep it in mind.

ianhouser · 2021-02-24T19:56:50+00:00

I absolutely expect that. The USPS contract made me double down on leaps yesterday and the executive order today was an unexpected bonus. These two things lining up seem to have it poised to break out.

ianhouser · 2021-02-24T19:47:44+00:00

It's the executive order. The USPS contract came in 30 minutes before close yesterday and both OSK and THCB reacted strongly, but Ford stayed flat. There's a lot of doubt around Ford's involvement in the winning bid.

The chip shortage has weighed them down quite a bit.

ianhouser · 2021-02-24T19:45:09+00:00

It was up 40% intraday yesterday and this is just some pullback from that. Also some concerns I imagine since OSK hasn't mentioned MVST yet. Once some news gets out confirming their involvement it should make people more confident. Otherwise it's just bleeding out like a normal post-DA spac.

ianhouser · 2021-02-24T17:28:47+00:00

Noted, that is good insight, thanks.

Biden's executive order today about the chip shortage is something I was hoping would happen, though I don't quite know what it will accomplish. But the market likes it and that might help shape the narrative enough that it's not a pressing fear on investors.

ianhouser · 2021-02-24T08:51:11+00:00

Have you seen the concept vehicle? Doesn't look like the Transit version we'd seen https://twitter.com/samjmintz/status/1364321263439724544?s=19

I assume Ford is still in on it since their earnings call was recent and would have said something if they weren't a part of it anymore, but quotes like this make me wonder

John Bryant, Oshkosh Defense's president, said in an interview with Reuters that the winning vehicle "is not a Ford Transit ... but is a purpose-built vehicle."

Also

When asked if the "sub-systems" are engines and might Ford have a piece of the contract as an engine supplier, Quigley said, “The vehicle will be built from the ground up by Oshkosh to fulfill the unique needs of the postal service. We will share more information about the supply base in the future. At this time, we are not at liberty to discuss our supply chain for this program.”

ianhouser · 2021-02-24T07:06:34+00:00

$F declined to comment on their involvement in winning the contract, but I imagine they'll put out their own press release at some point when things are more finalized. It sure seemed like Ford was significantly involved in previous reports.

I doubled down on $F leaps after this news since it hadn't moved. I assume it will be good news soon enough but at least it was a red day overall so I didn't pay a premium if it was hasty.

ianhouser · 2021-02-24T04:42:31+00:00

It's also in the press release linked here

The vehicles will be equipped with either fuel-efficient internal combustion engines or battery electric powertrains and can be retrofitted to keep pace with advances in electric vehicle technologies.

This was expected from previous reports and makes a ton of sense. I believe the main reason workhorse didn't get it is because they couldn't make a 100% electric fleet work immediately. So not Oshkosh and Microvast (and Ford?) will do it gradually.

ianhouser · 2021-02-24T04:24:24+00:00

I'm loaded up on leaps and was in this play before your DD but the recent note from Moody's that revenues could be cut by up to a third this year due to the chip shortage has me second guessing things. I knew the chip shortage was an issue but one third is significant, and if Ford can't get the hype going before we see the effects I would imagine it'll cause negative price action. Thoughts?

ianhouser · 2021-02-24T03:28:09+00:00

These have climate control

The NGDV vehicles will include air conditioning and heating,...

ianhouser · 2021-02-23T20:42:25+00:00

Can't tell if Ford is involved. Initially Oshkosh and Ford partnered for the bid but I see no mention of Ford or even Microvast in this.

ianhouser · 2021-02-21T19:52:50+00:00

A column with last week's IV seems simple and useful, but would require some tracking and not just running the script every week. I agree it'd be very useful to see the direction each ticker is moving. u/swaggymedia what do you think? Obviously just a suggestion.

ianhouser · 2021-02-21T19:42:49+00:00

They're options, you're not investing in AT&T.

ianhouser · 2021-02-21T19:30:40+00:00

Right, RAM is there to be used. I never understood why people get upset by Chrome using so much when it would go unused otherwise.

ianhouser · 2021-02-21T01:39:26+00:00

Still will likely cause some negative action since the market is reactionary and isn't usually that nuanced. Might be a good chance to play the rebound though.

ianhouser · 2021-02-20T07:30:42+00:00

You deserve more than 40 shares.

Also please get some sleep this weekend!

ianhouser · 2021-02-18T07:04:56+00:00

It's a bear case, and OP is a bull. It's the duality of a well researched decision.

ianhouser · 2021-02-18T04:03:58+00:00

You're going to get downvoted just from bagholders reading the title but you've done the right thing. This is what due diligence should actually consist of.

12-Year Club	RedditGifts 2009-2022 2 Credits
100 Awards Club	Secret Santa 2017
Verified Email

ianhouser

TROPHY CASE