8/12/24 :: VROCKSTAR ::
NPWR
lol valuation. short at $8.5
- this is not the general risk tape where you want to be caught on the toilet when the toilet paper runs out.
- 3 bn valuation. burns cash for as long as the eye can see. no earnings and don't "muh sales growth"... hoping for '26 and looking thru '25 is not really the brightest idea.
- admittedly, i love the concept. think there's some legs here on the tech. but again my friends, there's a difference between company and tech and stock price.
- valuation is in the stratosphere. it's probably worth a buck or two a share. sorry. genuinely hope if you're long here you have an exit plan or have an edge on earnings or the LT valuation being grown into.
- weapon of choice for me is the 9/20 7.5P's because again in this tape i can't justify outright shorting, need to cap my losses. while i may be right more than i'm wrong (thank goodness), i'm not right 100% of the time and it's brutal to short as it is. so just hedging my downside.
gl to all. i wish us all the best, really. do comment if you see it differently. trying to learn as much as all of us, but also trying to avoid the big mistakes - and i do think owning this esp at this px is a mistake in the MT/LT at this valuation.
V
lol valuation. short at $8.5
- this is not the general risk tape where you want to be caught on the toilet when the toilet paper runs out.
- 3 bn valuation. burns cash for as long as the eye can see. no earnings and don't "muh sales growth"... hoping for '26 and looking thru '25 is not really the brightest idea.
- admittedly, i love the concept. think there's some legs here on the tech. but again my friends, there's a difference between company and tech and stock price.
- valuation is in the stratosphere. it's probably worth a buck or two a share. sorry. genuinely hope if you're long here you have an exit plan or have an edge on earnings or the LT valuation being grown into.
- weapon of choice for me is the 9/20 7.5P's because again in this tape i can't justify outright shorting, need to cap my losses. while i may be right more than i'm wrong (thank goodness), i'm not right 100% of the time and it's brutal to short as it is. so just hedging my downside.
gl to all. i wish us all the best, really. do comment if you see it differently. trying to learn as much as all of us, but also trying to avoid the big mistakes - and i do think owning this esp at this px is a mistake in the MT/LT at this valuation.
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.