K77 my vote is that the shorts are running out of shares to short. Not enough volume for their short positions to "breath". Time for a pop!
Interesting buy TTHI, I dig it, but I also like the cash OPKO gets that was in TTHI's bank account.
Drangles has been right for years and years. Now that revenue is ready to start picking up he will knock it even further out of the park.
Great discussion Burn, as always. Thank you for your analysis. I decided to gamble a bit yesterday. I have my core holding still but added a gamble on Friday, 70 May 13 Calls at $10.50 It was cheap, adding some $10 Calls on Monday if they reach .25 All in I believe my risk to be $2K, so not life shattering if I lose it. One reason for the gamble is that it seems many are down on OPK, assuming the worst, this includes revenue estimates, there is possibility of a pop.
I can't agree that Dorsey is a mess. That has yet to be seen. Personally I have never seen the point of Twitter except as a curiosity, where Square to me is transformative. Even the old Square Card Reader is not what excites me, the Contactless + Chip reader is where it is at IMO. I bet that these new readers cost $10 to $15 to get made and into the warehouse, then they charge $49. Even if they only made $10 in profit on 350,000 of these that would be 3,500,000. Lastly, I equate Square with a Pharma that has just released a good drug. They are adding to revenue quickly. At this point we do not have to wait for any NDAs or FDA decisions, the game is on.
This is just a bunch of emotional noise; just because Twitter is #$%$ does not mean that Square is.