Cheshire Capital @Cheshir3Cap

We’re all mad here. I’m mad. You’re mad. Joined September 2013

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Cheshire Capital @Cheshir3Cap

13 hours ago

$RXST management isn't talking to investors today so the stock is going up.

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$RXST is down today because the CFO opened her mouth again at an investor conference. She should not be talking to investors but the management team only consists of nerds besides her so they pretty much have to replace her with a new hire.

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bumbadum @bumbadum14

3 days ago

Yes you retard. AMERICA IS FOR ME. MY ANCESTORS BUILT IT

Billy Binion @billybinion

4 days ago

Yes you retard. AMERICA IS FOR ME. MY ANCESTORS BUILT IT

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wanye @wanyeburkett

3 days ago

I mean, yes, I am entitled to America and immigrants are not. This is a very easy bullet to bite.

Billy Binion @billybinion

4 days ago

I mean, yes, I am entitled to America and immigrants are not. This is a very easy bullet to bite.

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Howard Lutnick @howardlutnick

2 weeks ago

The current H1B visa system is a scam that lets foreign workers fill American job opportunities. Hiring American workers should be the priority of all great American businesses. Now is the time to hire American.

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Calley Means @calleymeans

2 weeks ago

We spend double the amount on SNAP as we do on the Marines each year. The budget of SNAP is 12 Times higher than ICE. And 70% of the program goes to buy soda and ultraprocessed food. This leads to hundreds of billions in Medicaid costs. Public policy insanity.

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Steve Ferguson @lsferguson

2 weeks ago

Who pays for the health care for the 55 million visa holders?

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Cheshire Capital @Cheshir3Cap

2 weeks ago

$NUR.V was a "show me you are not full of shit" stock that just stepped on a rake with that offering given previous communications and the explanation of the offering. I'm still long but have reduced 1/3 of my position. There's just no way to sugar coat the situation. Management…

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JuliansRum @ItsJuliansRum

3 weeks ago

What’s the point of stopping illegal immigration if we’re just going to import half of India?

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RAW EGG NATIONALIST @Babygravy9

3 weeks ago

Remember: they want you to give up your country, to surrender everything your ancestors built and fought for, so that lines on a graph can go up forever.

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Cheshire Capital @Cheshir3Cap

3 weeks ago

$RXST Thought I was clever. Sold a bunch of $7.50 8/15 PUTs right before earnings and was hoping to get assigned so I could swap out my higher cost basis shares in a month to offset realized gains elsewhere in my account. Oh well. Still a chance I get assigned. Easy up, easy…

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Cheshire Capital @Cheshir3Cap

4 weeks ago

The bad results from $LLY oral glp-1 this morning fundamentally changes the r/r of going long $NVO at this valuation. Took a 1% long position today after having been short for most of the year. People are going to prefer a pill even if it’s not as effective as a shot. Hard to…

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Cheshire Capital @Cheshir3Cap

a month ago

@vlusinvest @convexititties Good question! It’s because they onboarded a very big provider. As to the downside risk: A few reasons why $NURS.V has far less exposure here. Let’s consider the nuclear outcome where no more loopholes to prescribe on-patent glp-1s 1.) Liraglutide is off patent so many will…

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Citrini @Citrini7

4 months ago

people don’t realize how heavily subsidized AI is right now your o3 prompts probably cost more in electricity alone than your subscription fee remember when uber was awesome and cheaper than a taxi? yeah, that.

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Cheshire Capital @Cheshir3Cap

a month ago

Two unrelated medtechs $RXST and $ALGN that both offer entirely discretionary products in the ~$5k range both saw surprises to the downside in Q2. The consensus take from butthurt investors of both companies is that competitors are taking market share. The truth is that the…

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Cheshire Capital @Cheshir3Cap

a month ago

Databricks sucks at processing streaming data (spark mini batch is retard level performance) and $CFLT is cheap now and flink/kafka is the goat for processing streaming data. Databricks should buy $CFLT and become a true juggernaut at all things data.