7/9/25 :: VROCKSTAR ::
SLDP
Pass.
- this thing just has kinda weak energy top line growth
- maybe that changes
- burns cash (which is "fine" - big quotes - if there's some real lift off on growth, which there's NOT)
- my impression (change my mind) is this co got listed to create bag holders for the bag holders
- not going to look at it much more closely tn given it's getting late and i need to get thru a few more of these
- but high net cash is good - they won't be dunking on the market
- i just think the stonk px performance reflects the high-beta-high-meme sector (and there are honestly some good reasons some of the stocks worked)... but idk if i'd be paying up for this one
- sidelines.
V
Pass.
- this thing just has kinda weak energy top line growth
- maybe that changes
- burns cash (which is "fine" - big quotes - if there's some real lift off on growth, which there's NOT)
- my impression (change my mind) is this co got listed to create bag holders for the bag holders
- not going to look at it much more closely tn given it's getting late and i need to get thru a few more of these
- but high net cash is good - they won't be dunking on the market
- i just think the stonk px performance reflects the high-beta-high-meme sector (and there are honestly some good reasons some of the stocks worked)... but idk if i'd be paying up for this one
- sidelines.
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.