3 months ago I went into my local bike shop to buy a new bike — he said the next shipment was June so I put myself down for a Trek Verve since I already have one and like it.

I went there yesterday to see if my bike had arrived yet — he said they’re coming in around June 24th.
I asked if I could do orange instead of black — he said, sure but you’ll have to wait until late August for that shipment

I said, okay put me down for the orange too
I then asked just out of curiosity do you have anything nicer you could sell me today

He said, I have zero bikes to sell in any price range. In fact, most of my suppliers are telling me 15-18 months as the lead time on new orders.
What the heck is going on? This bike shortage is bonkers.

Hey @DesktopMetal, maybe it’s time we start 3D printing bikes 😂

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More from @JonahLupton

28 May
With growth stocks starting to rebound and lots of short interest across the board I'm thinking we could see a few more short squeezes in the coming weeks.

I would never buy a stock on this basis alone but it's still something worth watching and tracking.
What are some companies with strong underlying stories, strong fundamentals and/or reasonable valuation with high short interest that you think could be setting up for a short squeeze?

I'll go first: $DMTK 🚀

I love this company and short interest appears to be around 30%.
In full disclosure, I own $DMTK equity and $DMTK call options.

I believe we're going to get several more big insurance announcements in the near future plus we get the launch of Luminate later this year and Carcinome in 2022.

$DMTK is trying to save lives!!!!
Read 5 tweets
27 May
My Dad was just in a bad car accident. He’s at the hospital getting checked out. I’m trying to get updates from my Mom who is there.

If everyone could just say a quick prayer or send positive thoughts I’d greatly appreciate it.

Please don’t DM me. I’m off Twitter for the night.
Update:

My brother is a Doctor at the hospital so he rushed over to check on Dad.

Dad seems to be alright but they’re running a few more tests.

His SUV got hit, rolled over and airbags deployed but thankfully he was wearing his seatbelt.

The seatbelt probably saved his life.
It’s good to have a doctor in the family 🙏🏽 Image
Read 5 tweets
25 May
I think everyone on Twitter knows that I love @CelsiusOfficial the product and $CELH the stock so I'm talking my book here but figured I would share some data that I'm seeing.

I've been running numbers for $CELH and I’m getting even more bullish…
Nielsen scan data for $CELH in Q1 was around 100% YoY and that’s exactly what they reported for US operations (101% YoY).

Nielsen data for April (Q2) was 200% YoY growth so we could be looking at an epic blowout report in August because analyst estimates are still just $53M.
$53M in Q2 would be 76.7% YoY growth from 2020 Q2

If $CELH did 200% YoY for US operations (I’m expecting +180% for Q2 in US) and US was 78% of total revs in 2021 Q1 then we could be looking at 140-150% YoY for $CELH — this is not priced into $CELH
Read 8 tweets
21 May
Last week I shared that my friend Sophie was diagnosed with brain cancer.

Yesterday she posted on Facebook she was looking for a stationary bike so I decided to setup a @GoFundMe to get her a @OnePeloton bike. $PTON

I donated $250 to kick things off 🙏🏼

gofund.me/e2324e38
Even if you can only donate $10 it would mean a lot to me.

Sophie is going through a very difficult time so I'm hoping to give her something to smile about during her recovery.
I love you all. I'm trying not to cry.

We hit the $2500 goal in less than 20 minutes which is amazing.

You're welcome to keep donating.

100% of the proceeds will go to Sophie since I'm sure she'll have plenty of upcoming expenses with no ability to maintain her income.
Read 5 tweets
19 May
$FUTU didn't just beat 2021 Q1 estimates, they SMASHED them 💥

Q1 revenues up 349% YoY to $283.6M (estimates: $218M)

Gross profit up 372% YoY to $226.6M

Gross margins: 79.9%

Net Income up 630% YoY to $149.5M (estimates: $107.2M)

Net income margins: 52.7%
Margin financing up 469% YoY

Trading volume up 277% YoY and 85% QoQ

Client assets up 367% YoY and 62% QoQ

Paying clients up 231% YoY

Wealth management up 188% YoY

static.newsfilter.io/e944a50d3f0a7c…
$FUTU should be a $175+ stock in the next few weeks based on these numbers.

To be honest $FUTU should be a $275+ stock in the next couple weeks based on these numbers but the fact this company is based in Hong Kong does hurt them.
Read 4 tweets
13 May
Good numbers from $DMTK

I wasn't expecting blowout numbers but they beat on revenues which is nice to see

businesswire.com/news/home/2021…
Billable volumes up 62% YoY

Assay revenues up 175% YoY and 40% QoQ

Gross margin has increased to 21% (this will shoot up over the next couple years)

PLA received a 2a recommendation from NCCN (National comprehensive Cancer Network)
Commercial payor contracts with Blue Shield of California, Illinois and Texas which improved ASP

$DMTK currently has $258M of cash on the balance sheet

Q2 guidance of $2.4M to $2.8M which is inline with current estimates
Read 5 tweets

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