$SATS 0.45 Noisy

Notable posts

• @StockSavvyShay bearish 1031 eng

  Space stocks are getting hit today as investors appear to be following “sell the proxies, buy the leader” playbook on the day of $SPCX IPO: • $SPCE -24% • $ASTS -11% • $VOYG -10% • $LUNR -10% • $FLY -9% • $RDW -9% • $RKLB -8% • $BKSY -8% • $PL -7% • $SATS -6%

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• @wallstengine neutral 488 eng

  GAVIN BAKER Q2 PORTFOLIO UPDATE Atreides Management disclosed its portfolio as of June 30. Notable new positions $SPCX — $4.67B $CBRS — $687M stock + $155M calls $META — $227M stock + $676M calls $APH — $113M $GTLB — $103M $CIFR — $88M $IOT — $75M Biggest adds $CRWV: 810K → 2.12M shares $WIX: 650K → 1.46M $PANW: 562K → 877K $AKAM: 683K → 911K $MA: 50K → 94K Biggest trims $ALAB: 3.37M → 1.22M shares $U: 13.89M → 10.25M $W: 1.43M → 844K $TWLO: 922K → 720K $GOOGL: 555K → 488K $MU: 760K → 711K Largest positions $SPCX — $4.67B $MU — $821M $CBRS — $687M $ALAB — $588M $CIEN — $338M $CRDO — $307M $PANW — $299M $U — $293M Notable exits $LITE, $SATS, $ZM, $RKT, $VST, $HUBS, $RBLX, $SNPS, $AXON, $AVAV, $RBRK and $SNOW. SpaceX became Atreides’ largest disclosed equity position at $4.67B.

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• @wallstengine neutral 53 eng

  ECHOSTAR WILL CHANGE ITS NASDAQ TICKER FROM $SATS TO $ECHO, EFFECTIVE JUNE 24.

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• @faststocknewss neutral 18 eng

  ICAHN Q2 13F: ADDS 69M UNITS OF ICAHN ENTERPRISES, CUTS AEP 64% All holdings: - Icahn Enterprises $IEP: $4.46B, units +13% - CVR Energy $CVI: $1.96B - CVR Partners $UAN: $464.2M - Centuri Holdings $CTRI: $433.5M - International Flavors & Fragrances $IFF: $338.7M - EchoStar $SATS: $142.6M - JetBlue $JBLU: $118.4M, shares -39% - Monro $MNRO: $86.9M - Caesars Entertainment $CZR: $73.6M - SandRidge Energy $SD: $69.3M, shares +2% - American Electric Power $AEP: $59.5M, shares -64% - Bausch + Lomb $BLCO: $58.0M No new positions and no exits in the quarter. Icahn Enterprises accounts for roughly 55% of the reported equity portfolio.

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• @faststocknewss neutral 18 eng

  APOLLO OPENS $346M SPACEX STAKE, LIFTS RUSSELL 2000 PUT 208% Largest holdings: - iShares Russell 2000 ETF $IWM puts: $1.20B, shares +208% - EchoStar 3.875% notes: $968.8M, +34% - Rackspace Technology $RXT: $846.3M - Phoenix ED Partners $PXED: $818.0M - Hilton Grand Vacations $HGV: $654.4M, shares -31% - Nvidia $NVDA puts: $582.3M, shares +191% - Grupo Aeromexico $AERO: $495.1M - Vanguard S&P 500 ETF $VOO: $406.8M - EchoStar $SATS: $375.4M, shares +96% - Global Business Travel $GBTG: $203.9M - USA Today Co $GCI: $103.7M New positions: - SpaceX Class A: $345.7M, 2.02M shares - Primo Brands $PRMB: $168.3M - Core Scientific $CORZ: $115.7M - Taiwan Semiconductor $TSM: $95.5M - Genuine Parts $GPC: $88.3M - Freeport-McMoRan $FCX calls: $22.8M - Cameco $CCJ calls: $14.8M - Charter Communications $CHTR: $10.6M - Ovintiv $OVV: $9.2M - Devon Energy $DVN: $9.1M - Venture Global $VG: $5.6M Added: - State Street IG ETF $PRIV: +100% - Lineage $LINE: +75% - Invitation Homes $INVH: +29% - Uniti Group $UNIT: +15% Trimmed: - MannKind $MNKD: -93% - Comcast $CMCSA: -54% - CarMax $KMX: -52% - Aeva Technologies $AEVA: -42% - TPG $TPG: -25% Exited: - VanEck Semiconductor ETF $SMH puts: $766.8M - ADT $ADT: $670.1M - JPMorgan $JPM puts: $328.0M - Nvidia common: $174.4M - Ares Management $ARES: $36.0M - Owens Corning $OC: $26.0M - Mohawk Industries $MHK: $23.8M - Builders FirstSource $BLDR: $23.7M - Concentrix $CNXC puts: $22.7M - James Hardie $JHX: $22.3M - MasterBrand $MBC: $21.9M - Optimum Communications $ATUS: $7.9M The REIT sleeve was largely unchanged, including $VICI $SPG $O $PSA $EXR $VTR $KIM.

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• @TENETTRADEGROUP neutral 23 eng

  Tenet Market Wake-Up Summary 📷📷 June.12.26 $SPX $RKLB $ASTS $PL $RDW $LUNR $SPCX $BABA $ALAB $CRWV $NBIS $TER $MNTS $MU $SNDK $NVDA $SHAZ $VRT $MRVL $SMCI $LMT $RR $ADBE $RH $LEN $AMD $KTOS $EPR $MKTX $AVTX $KO $SAIL $SATS @ripster47 | @tenet_research | @TenetCharts https://t.co/8jz77fg7Io

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