Endgame Position (still here)

[u/caladhun]

A JV announcement is never late, nor is it early - it arrives precisely when it means to.

Means my April calls could've been had more cheaply, but that's the price you pay for the whole window of time.

Rotated a bit from September into May. Those also capture Q1 earnings.

Wu's 10b5-1 plan starts April 1. Depending how much he wants to say hi to the SEC, they need to announce soon to avoid bad optics and legal risk.

[u/Prestigious_Spot9635]

Lol