CC LP @CCapLP

Generalist. Tweets are never investment advice nor represent views of anyone else, except CC LP Joined March 2011

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CC LP @CCapLP

2 days ago

$DNA -- unbelievable -- they are raising equity with a $100M ATM facility (see prior thread) They literally just highlighted cash balance, burn rate, and that they didn't need to raise equity (from last Q transcript) x.com/CCapLP/status/…

CC LP @CCapLP

a month ago

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Javier Blas @JavierBlas

3 days ago

In commodities, the temptation of those with spare capacity is always the same: offset price losses via higher volumes. We have seen it so many times, and everyone knows how it ends. Let’s see if the temptation becomes reality — and what those without spare capacity say.

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CC LP @CCapLP

3 days ago

$TSLA

Mario Nawfal @MarioNawfal

3 days ago

$TSLA

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RenMac: Renaissance Macro Research @RenMacLLC

5 days ago

Notable that US 10Y yields are still down year-to-date despite rising rates across G-10, concerns about US fiscal deficits, and the rising risk premium associated with Trump's alleged threatening of the Fed’s policy independence.

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CC LP @CCapLP

3 days ago

$DK .. good read ahead of the "stampede" h/t @Reignots

AuxReignots @Reignots

4 days ago

$DK .. good read ahead of the "stampede" h/t @Reignots

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JD Vance @JDVance

4 days ago

An all timer:

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Evan @StockMKTNewz

4 days ago

Wedbush analyst Dan Ives just raised his price target on Google to $245 up from $225 while maintaining his Outperform rating

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Andrew Freedman, CFA 🦅 @HedgeyeComm

4 days ago

Why shouldn’t $GOOGL be the most valuable company in the world?

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First Squawk @FirstSquawk

5 days ago

TRUMP TO MAKE OVAL OFFICE ANNOUNCEMENT AT 2 PM TUESDAY

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Elon Musk @elonmusk

5 days ago

Low birth rate is the number one threat to the West, followed closely by migration. There will be no West if this continues.

captive dreamer @avaricum777

6 days ago

Low birth rate is the number one threat to the West, followed closely by migration. There will be no West if this continues.

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CC LP @CCapLP

6 days ago

Must read for those following the spectrum scenarios playing out with $SATS $T $VZ $TMUS @SpaceX $ASTS @ProjectKuiper $AAPL @TMFAssociates has called it better than most, for 10+ years, regardless if you agree with his opinions

Tim Farrar @TMFAssociates

6 days ago

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Dan @dan_tmt

a week ago

Most analysts are valuing $SATS based on liquidation value. Few have done the work on what the value of EchoStar is with the new LEO constellation using AWS-4/S-band spectrum...

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Brad @brad_patnaude

a week ago

"More spectrum sales will surely follow, and if [the AT&T] transaction is any indication, those, too, could fetch more than we had imagined," Moffett said. $SATS #echostar

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Heisenberg @Mr_Derivatives

a week ago

$UNH Good news and bad news. Bad news: it’s stuck here at $300. Good news: it’s stuck here at $300. All about perspective. #thurshumor No but fr fr, I think after the negative PR release two days ago and how that normally woulda knocked the stock 5-8%, yet has basically…