Board 8 > Stock Topic 33

(+) Yeah! (+)

when do we sell, fellas? $75k? $80k? $100k?

I keep hearing people swearing that it will reach $100k sooner than later.

But as someone who sold it at $43k, I would say take the profits now!

S2F steady state is around 100k. My trade from the start is selling around 200k then buying back around 80k to hold through the next halvening.

On a log scale, it's just been step responses with dampening ratio increasing with market cap.

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frankftw posted...

S2F steady state is around 100k. My trade from the start is selling around 200k then buying back around 80k to hold through the next halvening.

On a log scale, it's just been step responses with dampening ratio increasing with market cap.

One more, but in English

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If you care about crypto you should look at BTC stock2flow

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Buy calls on ANY if you really believe in BTC

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Why Any?

They're positioned to have the highest BTC mining output with their purchase of 7200 ANT miners as they merge with some smaller bitcoin mining company whose name escapes me (gryphon I guess is the name after googling)

I haven't completely fact checked this part but I've read they break even at value with BTC value of $4000 because they have hydropower infrastructure backing them-- they actually go net positive on energy generation

And most importantly the market hasn't caught onto them yet. They should have higher market cap than RIOT but only have like 15% of it. See it as possible to fly to $30 in the next year pretty easily, especially if Elon Musk hypes them. (Which would make too much sense given his stance on bitcoin)

If you're content with 500% just shares would probably gain you a ton of money with patience

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What expiry date and strike?

Ill check them out.

Uhh I went with a stack of $10 at expiry Jan 2023 but I think a lot of options have potential and honestly if I had your income to play with I'd just buy shares because I think that's the safest play.

The actual balance sheet is going to take a while to catch up as they aren't going to be firing at full capacity of miners until next October. (They're getting 600 miners delivered per month from now with 1200 currently in place-- they have them all paid for but there is a supply bottleneck)

If Elon hypes it you could see it surge well before then though. Far out strike kinda just says that earnings reports will make it swell even of hype doesn't

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Very interesting. Im still pro-crypto but not sure of the safest way to play it (buy crypto, buy mining stocks, options, etc.).

Forceful_Dragon posted...

One more, but in English

Yep, as Neon said, PlanB's stock to flow model. There are a few direct-source articles on it and the cross-asset model (S2FX). It pretty much sets a supply-side price which the market has oscillated about.

To me in this context, the price history on the log scale looks like it can be modeled as a simple 2nd-order linear system with the stock to flow price as the command. Extrapolating the diminished overshoot leads to my peak target of around 200k. Could it be 250k or 350k? Yes, but I'll start selling at 200k. Maybe move to stablecoins or a mix of cash and riot puts while waiting for 80k.

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Way to go amd

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DIS
KO
ANY
FAMI

Thinking of doing 25% each

Need to do more research. Will just do another week of puts first.

Go for BABA

China is coming back

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Thought of @DoomTheGyarados when I saw this in Costco and blind bought it.

This worth holding onto a year?



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How much was it? Generally eevee stuff will go up but a year is a short window.

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Lopen posted...

Go for BABA

China is coming back

good enough for Munger good enough for me

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$33, limited to 5


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Well hope moonroof got his 25% ANY in we've started to move

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I didnt :(

i thought the market was closed today too.

You could always get some BABA instead

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Well my money is currently tied up in Dis and KO puts this week.

woah SOFI

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Oh huh thought the market was closed too.

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Columbus day isn't a real holiday

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Bank of America is closed today, Im surprised the market isnt.

Menji posted...

Columbus day isn't a real holiday

but also I agree with this

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Well I saw the notification saying it was closed but it's just the bonds.

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is making a lot of money on BTC closed today spoilers it's not

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neonreaper posted...

is making a lot of money on BTC closed today spoilers it's not

^_~

I'm making money on BTC with an army of ANY and BBIG calls I'll let you all know how it goes in 6 months

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theres Enough space on the moon for all of us

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NET can't be stopped


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BBIG lookin primed to squeeze. Lopen will be a very wealthy man if it gets above $13 by April

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Tempted to go harder on BBIG. The buzz is incredible and the price action is totally inorganic right now. GME 3.0 seems like a real possibility (though really it's actually Overstock 2.0 since what's going to cause the squeeze is shorts needing to cover TYDE shares)

Thing is I don't know what to sell to do it as I really like all my positions. I guess I could dump more money into the market.

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Pumped some money in and sold my AMC long call

600 BBIG shares

Time to go to moonbase gentlemen.

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What the hell is bbig

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Whats the deal with BBIG?

BBIG is a highly shorted stock that is going to have a cryptocurrency miner stock spinoff paid as a dividend in a week meaning they'll have to cover or be on the hook for the dividend shares which could get extremely pricey. I could talk about its stable financials/cash on hand and deals with India and whatever but it would be disingenuous for me to really hype that as it's not why I'm on the stock.

This is basically a blur play with two more decimal places on it.

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So a dumb short play.

I'm in

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Bbig gonna. Ffuck me

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I will say it's fundamentally more sound than Gamestop was lol.

Record date for dividend shares is the 22nd, so 20th would be when we could get some real solid squeeze movement. However the 18th is apparently when we get the details about the Tyde shares so the squeeze could start then.

I still think ANY and FAMI are better plays mid-long term but if you just want some quick cash this may get violent in a hurry.

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Also very possible the stock price jumps huge tomorrow

Ton of open interest on calls that expire tomorrow (and next week too, but the ones tomorrow are more interesting tomorrow for obvious reasons). Should be interesting to watch. I think I'm going to buy a stack of 7c that expire tomorrow if we keep barcoding around this price because I could see a huge push tomorrow. Just gotta let that 7c keep bleeding out value.

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Already lost $10 on BBIG SMH at this bad advice

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10 7c that expire tomorrow

Going BBIG

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They are trying very hard to keep this under $7 and I'm not sure it's going to work out for them.

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Ty lopen

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