Retired M&A Guy. Conversational Entertainment Only! I will never say "Buy or Sell", that’s your decision.
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I am a retired Investment banker, I give free advice to stock investors. I was fortunate to have mentors.
I want / need to give back. Follow me!
Please ask questions. I have 70,000 followers who already know. this
Truth > Feelings
Wall street doesnt care how you feel or think.
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Guess / bet on $VKTX is, they already have / had terms for new financing w/ today’s massive volume. My guess is the finance debenture team is laying it out, as much as possible.
hedging risk for $1B in equity Co. will sell for possibly going it alone without being bought.
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$VKTK at $200m Financing + additional $30m
That is about 6.6m shares @ $35. But they get to buy it at a discount to the market upon conversion.
Easy terms to understand,
They been selling shares in the run up, They can cover the short at a discount after they sell it down as much as possible. Would you rather convert to cover here or at low $30's. I am not a hater. I am trying to teach you all the ways of Wall Street.
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Winter is coming! See $VKTX
No really?
Remember last huge pop?
How much money did they raise?
Winter is coming. Sell the pop.
You can get back in later IMO
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Seems like yesterday? $VKTX
Until the next capital raise.
It’s coming. Just read the balance sheet. Especially if they really are considering do it alone.
Don’t shoot the messenger.
Said with respect.
I hope you all make money.
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Being Unc has is perks! $VKTX I have been tying to warn you all. Financing was inbound. Look at my replys if you do not believe me. The tape had this all over it. We have seen it all or most of it at this point.
Guess / bet on $VKTX is, they already have / had terms for new financing w/ today’s massive volume. My guess is the finance debenture team is laying it out, as much as possible.
hedging risk for $1B in equity Co. will sell for possibly going it alone without being bought.
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$VKTX prettt low premarket volume after yesterday’s insanely heavy volume. Be nimble
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Now we are here! $SMTC
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$QS looks / trades terribly.
Only looking at $1.7m in upcoming revenue & burning cash for years. 2-3 year $ runway means a new equity raise is around the corner. Likely coupled with a reverse split. They usually go hand & hand. Expect new price discovery to bring significant drop from there. My 2 cents. F.D.
I’m Long, the long dated 2027p.
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Just so you see more of my thoughts. $QS Insiders: sells only. No open-market buys in 2026. Every "acquisition" on the Form 4s is RSU/PSU vesting or ESPP — nothing bought with cash.
13F — Q2 2026 (filed through mid-August) is the current quarter. Headcount up sharply (650 filers, +46%), but net shares down ~22.9M. Long institutional shares ~264.6M, -1.65% Q/Q. 377 increased, 122 decreased, 98 new, 145 exited. index and bank/dealer inventory grew, quant and multi-strat money left.
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No disrespect @Defiantclient2 I’m just sharing my thoughts and we are all free to invest how we like. I’m not always right, but I’m right much more than wrong. I never want to see people lose money.
My position is insignificant to the market in anything I own.
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