$Plug Power (PLUG.US)$ it will hurt. next earnings will crush this stock. perhaps below a dollar, which then brings delisting risk into play. imo this company is worth fractions of a penny per share. Remember, it can always go down another 100%.
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$Archer Aviation (ACHR.US)$ rivian with extra steps. If they don't issue more shares. which they will equals $2 per share. after dilution even less.
$Riot Platforms (RIOT.US)$
2x my position a couple of weeks ago. pt $0, expecting an earnings miss and dilutive equity raise. thesis is playing out as expected. I'm long bitcoin itself (cold storage), so im only exposed to the relative underperformance of riot vs. Bitcoin.
2x my position a couple of weeks ago. pt $0, expecting an earnings miss and dilutive equity raise. thesis is playing out as expected. I'm long bitcoin itself (cold storage), so im only exposed to the relative underperformance of riot vs. Bitcoin.
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$JD.com (JD.US)$ sold this morning, didn't get the stimulus i was hoping for, took home a 50% gain in about a month.
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$JD.com (JD.US)$ if we can get to 1/2 the valuation of a US firm with the same revenue we'll all be rich.
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