May. 12 at 11:51 PM
NEW TRADE:
$QS Highly speculative play. Catalyst is 13F drops this week.
-
$5B val with
$1B cash and 20% short interest
- Volume has been creeping up
- Huge open interest on calls this week (spicy)
- Copper is going up, "battery trade" might be a play
- CEO was an EVP at
$SNDK and president at
$WD , notice anything?
- Rentech, vanguard, blackrock, etc all increased holdings in Q4 last year. more 13Fs dropping this week might reveal more hedge funds who loaded up in Q1