10/9/25 :: VROCKSTAR :: 
QBTS
If red is your favorite color
- it's me again. you know. coming to you from reality
- so here's the deal, without sharing too much
- quantum won't be too useful in a conflict with china
- not many zombie companies will be
- best off looking at crash positions, yield positions (2s10s steepener if u r brave), or just holding more cash
- sanity is the scarce asset you need to be storing up
- because the oppty will arise
- when you hear "tis not fair", that's where we move again.
- i'm still 50% cash, a lot of deep ITM leaps on positions w good FCF yields growing HSD/DD, and even these r hard to size up
- con-sumer credit is cracking so hard you-know-who would be all over it like it just turned 18
- and here we are again
- be warned that $34/shr is likely equal to the amt this stock is worth if it had $34/shr of cash on it's balance sheet. i'm surprised they haven't dunked into yo pockets just yet.
- momentum does not equal value. but if you're playing that game... respect. just know i'm still here and happy to take the under.
V
QBTSIf red is your favorite color
- it's me again. you know. coming to you from reality
- so here's the deal, without sharing too much
- quantum won't be too useful in a conflict with china
- not many zombie companies will be
- best off looking at crash positions, yield positions (2s10s steepener if u r brave), or just holding more cash
- sanity is the scarce asset you need to be storing up
- because the oppty will arise
- when you hear "tis not fair", that's where we move again.
- i'm still 50% cash, a lot of deep ITM leaps on positions w good FCF yields growing HSD/DD, and even these r hard to size up
- con-sumer credit is cracking so hard you-know-who would be all over it like it just turned 18
- and here we are again
- be warned that $34/shr is likely equal to the amt this stock is worth if it had $34/shr of cash on it's balance sheet. i'm surprised they haven't dunked into yo pockets just yet.
- momentum does not equal value. but if you're playing that game... respect. just know i'm still here and happy to take the under.
V
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.