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IPODave @IPODave

IPOs since 1998. All posts my opinion only, no trading advice. Markets are built off investor confidence - confidence requires ethics, rule of law

Joined May 2009
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  • Followers 13,525
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IPODave retweeted
Carlos Domingo
@carlosdomingo
15h
Securitize: A Crypto Use Case That Actually Works, And A Buy On Macro Tailwinds seekingalpha.com/article/491…

Securitize: A Crypto Use Case That Actually Works, And A Buy On Macro Tailwinds | Seeking Alpha

Securitize’s CEPT SPAC deal: RWA tokenization leader with $3.4B AUM.

seekingalpha.com
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IPODave
@IPODave
Jun 12
Bankers finally did an IPO right today - felt like an IPO of yesteryear. At $150 they opened on 60m shares - green shoe was 83mm.
Steve Jurvetson
@FutureJurvetson
Jun 12
And thank you to the Morgan Stanley trading crew in “Mission Control” sculpting the debut of $SPCX today. Here is the moment of first trade. P.S. Elon finally agreed to the IPO greenshoe options… but only if the bankers all wore green shoes. 👟 —> Mementos for all.
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IPODave
@IPODave
Jun 12
I'm hanging out in a half dozen SPACs that trade $10-$12.50 waiting on merger info - if they work they usually work large, if not I'll just walk away. But SPACs are now bringing some really interesting companies
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IPODave
@IPODave
Jun 12
We still working off the halo of last QTR earnings - they were extremely strong - that although we may get some downside testing off supports - they will be shallow as we go into late July/Aug earnings. Plus gotta have market near highs for July 4th 250th Party.
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IPODave
@IPODave
Jun 12
Taking next week off - but will be looking at various call spreads in $SPCX when options hit - got excellent moves in so many names that I went back to being light although I'm neutral to positive on mkt overall as EOQTR hits in 2 weeks
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IPODave
@IPODave
Jun 12
Ok so my prediction was a $160 open trading range over coming days would be $145-$175, think I nailed it especially if it closes right at $160
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IPODave
@IPODave
Jun 12
If they close $SPCX right on that $160 level will make me smile. Reminder: they gotta kick out that huge greenshoe & how they do it is always different
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IPODave
@IPODave
Jun 12
Ok so they got the largest damn IPO $SPCX open prior to 12pm, $WHK the other day opened prior to 11am - can we now get damn IPOs open at decent hour going forward like the ole days???
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IPODave
@IPODave
Jun 12
Optical slacking major laggards. $AAOI have tough time recently - but at some point rotation will return
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IPODave
@IPODave
Jun 12
Many of these recent SPACs have been running to $25s & higher, just wonder when the focus will come back toward the next names to merge into June/July - $CEPT the best of the bunch as its a leader in its high TAM space but several other interest names. So we wait
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IPODave
@IPODave
Jun 12
$SPCX - remember options by Tuesday.... Peace
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IPODave
@IPODave
Jun 12
$EROC reminds me of $AADX athough $EROC down harder off IPO. $AADX allowed us to add $17s now $21s - so just know the game
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IPODave
@IPODave
Jun 12
Said bids in $EROC down to $15 didn't think it would go straight to that level. They looking for 10x forward revs so watch that level
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IPODave
@IPODave
Jun 12
Market ain't looking healthy underbelly so be careful - seeing some breakdowns again....
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IPODave
@IPODave
Jun 12
$SPCX - my other accts got shares $150 - flipped those most for $10 holding my allocation
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IPODave
@IPODave
Jun 12
$PL added nicely here near $31 - got pumped yesterday so happy to see this pullback again as I've wanted to own more. Yes value high but their product remains strongly in demand so one of few Satellite companies I want to own
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IPODave
@IPODave
Jun 12
Main reason i'll hold any position in $SPCX is due to Starlink - problem is regulation & if theres not a backlash toward this company opening up competitors down road.
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