DJT forward

The Jan2025 synthetic is trading $23 with shares at 42.

And that's probably a good short.

The only two bull case theses i can come up with
1. Twitter buys Truth social to get Trump on the platform
2. Foreign governments use Truth social to funnel money to Trump and shareholders get a piece of it
 
And that's probably a good short.

The only two bull case theses i can come up with
1. Twitter buys Truth social to get Trump on the platform
2. Foreign governments use Truth social to funnel money to Trump and shareholders get a piece of it


Imagine the guy having someone in his org prescient enough to talk to a sell side desk and asking for a hedge only to find that they are going to mark his position to $22. ;)
 
And that's probably a good short.

The only two bull case theses i can come up with
1. Twitter buys Truth social to get Trump on the platform
2. Foreign governments use Truth social to funnel money to Trump and shareholders get a piece of it


You go on vacation and miss my short at 18,400.
 
Imagine the guy having someone in his org prescient enough to talk to a sell side desk and asking for a hedge only to find that they are going to mark his position to $22. ;)

I bet he gets a risk reversal done with spot=atmf. He has shares to lend.

He’d prob offer free borrow in exchange for the risk reversal at a favorable price. The stock is worthless and I’m sure he knows it. He can’t sell so this is the best solution.
 
I bet he gets a risk reversal done with spot=atmf. He has shares to lend.

He’d prob offer free borrow in exchange for the risk reversal at a favorable price. The stock is worthless and I’m sure he knows it. He can’t sell so this is the best solution.

what’s more, he can tell his magatards that the big media and the elites pushed his stock price down and can then ask for donations. He will raise millions.
 
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