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Bio: Hedge Fund Telemetry - Data Collection, Analysis, Communication, and Control

08:17 AM  10/19/18 reply  |  re-tweet

$TSLA (Msgs, Twts) Bankruptcy: 3 months maybe, 6 months definitely

04:52 PM  10/18/18 reply  |  re-tweet

@rcwhalen Check out $OZK (Msgs, Twts) after hours. They got hit on credit.

04:24 PM  10/18/18 reply  |  re-tweet

Check out $OZK (Msgs, Twts) Bank of Ozark. BIG MISS -20% after hours. Two NCOs Commercial RE properties in the carolinas. Thi…

04:23 PM  10/18/18 reply  |  re-tweet

$AXP (Msgs, Twts) beat EPS and raised to high end BUT they underprovisioned to beat the quarter. They don't see credit as a problem.

03:23 PM  10/18/18 reply  |  re-tweet

$FCX (Msgs, Twts) likely will be stopped out of this small 2.5% sized long. using 12.00 as the stop. -8%

12:57 PM  10/18/18 reply  |  re-tweet

$TSLA (Msgs, Twts) "could have kept up with Porsche 911 if the battery didn't overheat" Just after a few minutes the battery ove…

11:31 AM  10/18/18 reply  |  re-tweet

$BA and $AAPL (Msgs, Twts) doubling up short positions to max size 5% from 2.5%

08:28 AM  10/18/18 reply  |  re-tweet

$URI (Msgs, Twts). guidance disappoints. @adsteel a tad perplexed

10:24 PM  10/17/18 reply  |  re-tweet

@Nick_P3D @doggedtenacity @gwestr @elonmusk I am short $TSLA (Msgs, Twts). In the last 2 years I have shorted it 11 times with…

07:56 PM  10/17/18 reply  |  re-tweet

@gwestr You should work for $TSLA (Msgs, Twts).

06:25 PM  10/17/18 reply  |  re-tweet

$AMZN (Msgs, Twts) outage. $GOOGL you tube yesterday. Cyber security is the best theme for the next decade.

06:12 PM  10/17/18 reply  |  re-tweet

@sudeepj21 Fear of cyber attacks. Every CEO and CIO has it on top of concerns and future IT spending. $FEYE (Msgs, Twts) has b…

05:42 PM  10/17/18 reply  |  re-tweet

@Kane_Cotton_CFA $MSFT (Msgs, Twts) change in model was so easy to see yet I missed ex Balmer move.

05:26 PM  10/17/18 reply  |  re-tweet

biggest winners in my career have always been huge secular trends. Never short term. In 1994 started buying $CSCO (Msgs, Twts)…

04:55 PM  10/17/18 reply  |  re-tweet

I like $FEYE (Msgs, Twts) long

12:00 PM  10/17/18 reply  |  re-tweet

$BRK (Msgs, Twts)/B stopped on short +2% gain

10:22 AM  10/17/18 reply  |  re-tweet

$IBM (Msgs, Twts) I've been bearish for a while and I shot a @realvision clip a few months back where I expected further weakness

10:07 AM  10/17/18 reply  |  re-tweet

$QQQ (Msgs, Twts) closing VWAP from yesterday 175.79 and $SPY (Msgs, Twts) closing VWAP from yesterday 278.97 are my short term levels to watch for today

09:34 AM  10/17/18 reply  |  re-tweet

$IBM (Msgs, Twts) down 7.5% and $NFLX (Msgs, Twts) up 7.5%. I will hold both short

08:54 AM  10/17/18 reply  |  re-tweet

@jmllubber With $NFLX (Msgs, Twts) -10 points under last nights VWAP from print, I'm going to hold it and see if it can fade a l…

08:46 AM  10/17/18 reply  |  re-tweet

$NFLX (Msgs, Twts) Key Banc Hargreaves - down grade to sector weight. He's a good analyst

08:45 AM  10/17/18 reply  |  re-tweet

$NFLX (Msgs, Twts) Despite remaining positive on co’s strategic positioning, improving investment efficiency or other material o…

04:40 PM  10/16/18 reply  |  re-tweet

@JeffMacke Things will only get harder for $IBM (Msgs, Twts)

04:34 PM  10/16/18 reply  |  re-tweet

$IBM (Msgs, Twts) down nearly 5%. I'll likely pick up 25bps tomorrow and lose 60bps on $NFLX (Msgs, Twts).

04:28 PM  10/16/18 reply  |  re-tweet

$NFLX (Msgs, Twts) good summary

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