Sublime
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$SOFI retail sentiment is falling off a cliff!
Last trading session retail was a 30% net seller, which is CRAZY! https://t.co/Rp3kfwmsAb
Dismal sentiment in biotech markets recently. Easy to blame political volatility, rates, China, etc. Harder to look inward - stocks work when drugs work
Through 1Q25 to date, worst three-quarter stretch for the sector's Ph2/3 hit rate since ~2021, as tracked by Jefferies $XBI https://t.co/3rr8l8U3nJ
nfa: looking for 1-2 week local bottom in next 48h during NY session. ideally S&P closes election gap and BTC takes out 88-85k levels with OI puke. if CPI comes in line w fcst (80% prob) i expect vanna+charm flows to carry us back >5800 into J17 opex then relief rally into n week
Atalantis7x.com
Some color from Mike Novogratz on Galaxy's earnings call. $GLXY https://t.co/ZtxKUT8Hbv
$DLO
Share has been clobbered. Mkt cap about $3.6B now
FY23 Adj EBITDA guide is $210M (midpoint)
So about 18x EBITDA
Prob can grow at >30% for several years
Short report has made everyone nervous but it seems good to me over longe... See more
Irnest Kaplanx.comFinancial services firms are concerned about the reaction of their brokers as robo-advising gains traction.