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Deep Sail Capital

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Summary

Sector Generalists
Content Type Commentary
Website Twitter
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Twitter Update

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Short call centers

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June 13, 2023, 11:18 p.m.

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Replying to @Jerry Capital

@JerryCap Yeah but rates are at 5.5% vs 2.5%

Jerry Capital
@DeepSailCapital Really? Only stonk that's above 2021 valaution seems to be $NVDA?

June 13, 2023, 6:27 p.m.

No Paywall
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Here's a bounce of Bubble Stocks that will be down 75-90% in a year. Just like my last list that worked out almost 100%. $JOBY $AI $SYM $EH $AFRM $FSR $LAZR $DUOL $GME $TIO

June 13, 2023, 4:12 p.m.

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Bagholders in AI stocks

jmoneystonks
People calling this a bubble is actually quite comical. $AI #AI
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June 13, 2023, 4 p.m.

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Bagholders in Fake EV stocks

Douglas Walker
Tesla is the most overbought stock on Wall Street. Here are the others @CNBC Fisker $FSR is illegally shorted with 40% x float shorted. Evidenced by $FSR trading Friday triggered the SEC UpTick Rule in place since the depression.

June 13, 2023, 3:59 p.m.

No Paywall
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Bagholders in EVTOL stocks.

The Exchange
@CG_Driven initiates coverage of the eVTOL sector, saying it could reach 45 million active users in the next decade. It's top picks: $JOBY and $ACHR - closest to having their aircraft certified by regulators, according to analyst Austin Moeller. #flyingtaxi #eVTOL
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June 13, 2023, 3:57 p.m.

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This market is crazy. I think you can easily argue it’s as crazy as peak 2021. A lot of bagholders being made.

June 13, 2023, 3:52 p.m.

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$AI pump is dying

Slope of Hope
ChatGPT fad already fizzling fast
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June 13, 2023, 2:57 a.m.

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Wouldn’t it be awesome if AI, Fusion, and UFOs all became real in the course of like 5 years? Seems we are inching there on all fronts. Science fiction writers are rolling over in their graves right now.

June 10, 2023, 2:29 a.m.

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Retweeted post by @LSValue
LSValue
"Of course, if the female orgasm weren't real, our scientific institutions would tell us, wouldn't they? After all, we pay these people millions of dollars to study female anatomy, It's their job. Well that's where it gets interesting. Our producers reached out to your mom”
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June 9, 2023, 12:17 a.m.

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June 12th Press Conference. Sounds like they want to do a RICO case against “illegal black budget organizations”. Wild stuff.

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June 8, 2023, 2:47 a.m.

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Retweeted post by @GURGAVIN
GURGAVIN
GAMESTOP HAS UNEXPECTEDLY CANCELED ITS EARNINGS CALL THAT WAS SCHEDULED FOR TODAY GAMESTOP ALSO FIRED ITS CEO TODAY $GME

June 7, 2023, 8:32 p.m.

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Are we past the point of $GME meme stock status, seems like a dead fish again. I don’t see those WSBs folks still engaged on it much.

June 7, 2023, 8:23 p.m.

No Paywall
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If there is one lesson I keep relearning in investing it is: Always pay up for the best of breed / #1 market leader.

June 3, 2023, 12:46 p.m.

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Man Rogers really has let things go.

Tweet image

June 2, 2023, 11:48 p.m.

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What’s the worst company “AI” pitch you have seen so far? I’m looking for things like a carpet cleaning company that is somehow going to use AI to clean their carpets better.

June 2, 2023, 10:57 p.m.

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$MTCH going to $60. Bottom is in, turnaround complete. BK saved them. Rerate it to 30x Sales bro.

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June 2, 2023, 4:36 p.m.

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$FIVE Earnings look way better than most feared. Upped the rollout plan. Management sounds very confident on the call, tightening their FY range.

June 1, 2023, 10:15 p.m.

No Paywall
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Babe, New Twitter Meme format just dropped

Ross Gerber
I'll admit it. I turned down Taylor Swift tickets yesterday. Not my thing.

June 1, 2023, 10:07 p.m.

No Paywall
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Replying to @Trevor Scott

@TidefallCapital 3x Inverse Short Equities

Trevor Scott
new idea for 2023: a hedge fund but without the short book

June 1, 2023, 7:51 p.m.

No Paywall
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The entire Succession show is a long setup for Greg to deliver jokes. And that’s amazing.

June 1, 2023, 4:06 a.m.

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This $AI earnings press release is the most egregiously promotional press release have ever read, until you get to the guidance, and you see it’s revenue is flat and you realize this company has nothing to do with actual AI.

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May 31, 2023, 9:49 p.m.

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$FIVE Earnings Thursday. Stock ran up to $225 after last earnings only to fall back to $175. Recent analysts chatter suggests earnings could be positive. I’d be a happy buyer in the $140-150 range if it doesn’t, long term story is still doing great.

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May 31, 2023, 2:04 a.m.

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Making a AI Bubble Table, send me your pumps that are inevitably going down 75-90%.

Deep Sail Capital
Updated EV Bubble Table: Total EV SPAC Market over $100B. My Favorite Shorts: $CIIC, $QS, $SBE, $LAZR, $TPGY, $NKLA, $BLNK, $FUV Maybe Longs, if your feeling crazy: $RIDE, $PIC, $FIII
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May 30, 2023, 6:17 p.m.

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Retweeted post by @Rob Forth
Rob Forth
The fuuny thing about $AI is that they don't even do AI. It's an IoT platform

May 30, 2023, 6:14 p.m.

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