


4/23/24 - $vrockstar - could be very mixed just not worth participating bc already have shls position... could be a huge gain or a huge mix; gt's are mediocre which tells me rates are having a decision impact. would probably see this lower
4/23/24 - $vrockstar - print looks like a beat even if stock has rallied. FCF yields decent, growth "there". has some short interest that will need to cover the bum on a beat which provides liquidity out of the trade. the only print i'm trading long here today. let's see. small size.
4/23/24 - $vrockstar - print looks beat into the grave w all the negative expectations, but PE is relevant for a megacap and it's simply to expensive into this print. never bet against the edge lord, but also you don't need to buy every print. in the event they beat the whole sector goes bananas and my play here is the donut saudi "company" lcid which goes...