Episode 911: My Current Short Positions. RocketLab RKLB Stock Analysis, Evommune Stock, Micron MU

**SPEAKER_1** (0:00)
What's up?

**Martin** (0:01)
Are you locked in?
Are you locked in? Are you ready to create shareholder value? You're ready to create portfolio value? Better be creating some kind of value. Quantum internet stack value. Capricor value. Speaking of which, Capricor, which ended our last challenge, Capricor ended it. Can't believe Capricor ended the last challenge, destroyed us. But the question is, not what do you do when you get knocked down, it's what you do when you get back up. So, okay, Biochrist, closing down internal discovery, raises guidance. Oh, well, no, lowers operating cost guidance, okay. So, Capricor is going to have a adcom, right? And so, will the fraud be revealed at that adcom? Possible. July 29th, okay, so it's a month from now. So when do the documents come out? I haven't done this in a long time. The documents come out on the FDA website. It's been a minute since I was playing that game. Well, fail is not the right term, because the trial has already shown its results.
The question is, will the FDA approve it? Maybe I should write a document in the docket. Electronic submissions, should I make a submission?

**SPEAKER_1** (1:09)
This is a scam.

**Martin** (1:10)
All eyes on memory, Micron has now ticked up. Over the weekend, a lot of memory news. Intel going to get in the memory game. Importantly, Dylan Patel came out and said, no impact from the new Chinese manufacturer. Was it CXMT? What are they called again?
They are not going to be able in their prospectus, I think it says, they're not able to supply even Chinese demand, let alone any other country. Comcast spinning off NBCUniversal, really big deal there. It's a long time coming, and the Roberts finally do the right thing there. What's going on with Rocket Lab?
Rocket Lab to acquire Iridium. Ooh, I'm not sure why this is so useful for them. It's such a cheesy headline too. Who writes this? I want to short it just in this headline. Rocket Lab to acquire Iridium in historic deal. Well, let us decide if it's historic, okay? Doesn't that? Creating a fully integrated, fully vertically integrated space powerhouse primed for growth. We'll decide if it's primed for growth. Don't be primed for growth. I like the open CEO. I don't have any position. I like Kaz. What's up, Seda? Yeah, I gotta think Rocket Lab is short.

**SPEAKER_1** (2:20)
Let's open, update the Rocket Lab model. Why not?

**Martin** (2:23)
Okay, last time I looked at Ropla, it was 20 and I was bearish. So it's 92 now. Was I bearish? I don't think I was bearish. So it's kind of neutral, neutral to bearish. I rewrite history a little.
But I did some work, as you can see.
I just, the whole space kind of sector blowing up was certainly not what I expected. It's kind of a cheesy sector, if you ask me. The bag seven. Yeah, you gotta go see who's in the bag seven. Gotta update the bag seven. Okay, so Rocket Lab has 20% more shares outstanding, but not a lot's changed. You're cracked? Okay. How cracked are you? Write me a new mapmul algorithm that does a mapmul in n to the 2.2 times.

**SPEAKER_1** (3:03)
O of n to the 2.2. Good luck. No AI. See how cracked you are now.

**Martin** (3:08)
Crack the laws of physics. Yeah, I can't disclose material non-public information just so you guys know.
That's just something I can't do or won't do. But rest assured, I'm working very hard on QCLS, and I suggest, I am very bullish, I'll say that. Abbevec's data after hours. What primer?
There's a primer? Okay, so Rocket Lab is this. $52 billion market cap. Look at this stock. They have preferred stocks, still outstanding.

**SPEAKER_1** (3:32)
What the?

**Martin** (3:33)
Where did they put that primer out? Is that a joke?

**SPEAKER_1** (3:36)
Primer?

**Martin** (3:36)
Primer on how to read?

**SPEAKER_1** (3:39)
Monsieur, this is Marc de Galadel. I'll teach you how to read. I linked it.

**Martin** (3:45)
Did you link it in Godel? Because I don't think the YouTube lets you link anything. Rocket Lab is like my wife. Broken trash that it's all hype and no substance. Where is the primer? In presentations?
I want to look at Rocket Lab, but I also want to see this.

**SPEAKER_1** (4:00)
Oh, yes, the primer. The make sure you don't mess this up.
Oui, oui. Oh my God.

**Martin** (4:10)
Abtecht part 2 data release. No cancer in this trial, please.
I don't think anybody wants to use AMD chips for inference, but we'll see. No, we didn't have any legal problems with Dr. Gupta. It was just a demand thing.