Trading Thoughts with LCC007

Trading Thoughts with LCC007

Share this post

Trading Thoughts with LCC007
Trading Thoughts with LCC007
Position and Trade Check

Position and Trade Check

A few updates on names as we get into July

Les's avatar
Les
Jul 01, 2025
∙ Paid

Share this post

Trading Thoughts with LCC007
Trading Thoughts with LCC007
Position and Trade Check
1
Share

GM team

Lots to cover here, have shared a number of charts - please check substack chat for all charts.

User's avatar
Join Les’s subscriber chat
Available in the Substack app and on web

AEVA down 27% and OUST down 8% in symp.

AEVA at 141X P/S and OUST at 9.8X P/S. Da fuq?!

You understand whats happening here? High fliers with crazy P/S tend to make bigger drops the moment any valuation disconnect happens.

Keep reading with a 7-day free trial

Subscribe to Trading Thoughts with LCC007 to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 lcc007
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share