$SPHR The most substantive ad/sneak peak/preview of the upcoming Wizard of Oz film so far. Like any artwork (ie Hollywood film), it’s always hard to predict a box office hit vs flop until the audience sees it. From a production perspective I think they’ve done everything

$EVLV check from DMs. Think the stock is rocketing bc the market is realizing Evolv had a blowout bookings summer. We estimate that Evolv's YTD bookings are ahead of even their 2023, well ahead of 2024. Their initial 2024 target was 3k units, which would be ~49% growth in '25

Summary: $Corz Merger with $Crwv good. Uncollared risk to the downside bad enough to vote NO. I agree.

$CORZ / $CRWV Breaking my moratorium posting about CORZ. My disclosure is that I'm actively trading it with many positions, and they change quickly/daily, so it's very possible you're on the other side of one of my trades. Arb trades are extremely price sensitive and information

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Haven't updated this chart of my ticker-specific performance in a while. No commentary but I know a few inquiring minds like to see it on occasion.

$CRWV / $CORZ Magnetar filed Form 4s, they've sold approx 2M shares on Friday + Monday, as well as bought Sep26 puts to hedge another 3M shares. So a total derisking of 5M shares out of their ~95M held. I expect them to continue selling throughout the week. In addition, the

$CORZ / $CRWV Funny thought, this is now the SECOND "take under" offer that CRWV has offered to CORZ. First time was in June'24 when $CORZ was $7+ and the take under was for $5.85/share. Now $CORZ is at $14.03 and the current "take under" offer is for $11/share. Truly