Yahoo

Source: https://sports.yahoo.com/hoopla-with-haynes-javale-mcgee-getting-interest-from-nets-lakers-watching-hassan-whiteside-172950468.html

> The Los Angeles Lakers announced last Friday that the eight-time All-Star would be examined in two weeks to check the progress of his tendinosis and his right calf strain.

> However, sources informed Yahoo Sports that Davis could be sidelined for the next three weeks and possibly beyond. The Lakers will be overly cautious in their approach to working Davis back even at the cost of slipping in the standings, which has occurred.

Oh, man. This could be potentially really bad for the Lakers. LeBron has been struggling recently to put away good teams and their schedule for the next 3 weeks and beyond sees it share of good/elite teams. They need to trade for someone soon so winning doesn't hinge on Kuzma dropping 30.

Original Post https://www.reddit.com/r/wallstreetbets/comments/gveon3/ive_lost_240k_on_luckin_coffee_all_my_life/

Different user as StopFapForever was not working IRL. Plus my flair now checks out.

Listen fuckin idiots. I've holded LKNCY since it went from 48 to 2 at - 97%.

I never fuckin sold and I'm still in balls deep. Luckly is back to 12-13 and slowly recovering.

If I holded all my net worth for so long, YOU CAN FUCKIN HOLD A - 40% FOR A DAY OR EVEN A WEEK.

Don't be pussy paper hand small dick. I'm again balls deep in BB since last monday (only 30k which is what I have). I'll never fuckin sell.

Today I've putted 5k on GME just cause I fuckin love you and I'm with you all along. Just for the cause. I prefer to lose 5k on GME than spending them in videogames or shit like that.

I'm in Europe and cant sleep and fuck my GF. Luckly her boyfriend is helping her out. I've been awake all night to check twitter, premarket, aoc steam on twitch.

I'm with you all the way long. Ride or die.

'' There will be a day when all of us will sell and make tendies into valhalla Elon Mars city. But NOT TODAY. Today we fuckin stand together and fight for whats right''

Fuck you Citron. Fuck you Melvin. Fuck you Etoro. Fuck you Hedge fund.

We are coming from all over the world to fuck you.

Keeo HOLD and GME BB TO THE FUCKIN GALAXY AND BEYOND 🚀🚀🚀🚀

“Looking at the media, they have decided to seem like they are long on GME and are using Cohen's appointment as the catalyst behind the rise. All that is done to hide, cover and hush hush the new SEC ruling about clearing. That is where the beast lays:

Everybody who is serious about the stock knows that there are more shares being traded daily than the actual shares, about 4 times as much, yes, that much. This is a huge problem, it is so big that no media outlet dares to touch that actual story. The 21-day rollover rule has created imaginary shares that have been 'failed to deliver' by shorts for months, maybe more.

Options being written on shares that writers are told they own but in reality do not because they haven't been delivered by shorts to the clearing house is a fat big problem that threatens the whole financial system. This is much bigger than we think. What happens then is that brokers get caught in the middle. When the clearing house can not provide the actual stocks to brokers who have paid for them and told their customers they own the stock, we have serious fraud on the table.

There is going to be a responsible party for those imaginary shares. It will certainly not be retail holders, brokers will start buying the shorts into the stock to save themselves from being the responsible party. The SEC and the clearing house is no way going to be left holding the bag, that is too much responsibility and it would collapse the entire market.

Thus, the 2-day ruling. It is an incredibly important piece of news that everybody is trying to hide from the people and attention. What is happening here is historic. As the price of GME goes up, the magnitude of the problem gets massive as the amount of money that cannot be accounted for gets huge.

I think this is just the tip of the iceberg. $1000 is not a meme, $2000 is around the corner, $5000 is no joke at all. Hold. You are witnessing one of the greatest stories of capitalism. This is getting serious”

Source: https://sports.yahoo.com/hoopla-with-haynes-javale-mcgee-getting-interest-from-nets-lakers-watching-hassan-whiteside-172950468.html

> The seven-year veteran is open to a change of scenery with the Denver Nuggets, Houston Rockets and Detroit Pistons inquiring about trading for the versatile high-flyer, league sources told Yahoo Sports.

> A dark horse squad that could join the Gordon pursuit: the Portland Trail Blazers, sources said.

> The Orlando Magic value Gordon and are said to have a substantial price tag attached to his availability.

More interest around the league for the high-flyer.

Source

>Shams Charania of The Athletic reported that LeVert, who had surgery to remove a cancerous mass on his kidney on Jan. 25, is expected to return to the Pacers' lineup in the second half of the season.

Furthermore in article:

>When the Pacers announced LeVert's successful surgery on Jan. 26, they were also able to share more good news: with the mass removed, LeVert wouldn't need any additional cancer treatment. That's likely why he's going to be able to return in the second half of the season — with no chemotherapy or radiation treatment, LeVert can focus on his recovery and getting himself fully healthy so he can get back to business this spring and summer.

Source >John Wall >The Houston Rockets’ five-time All-Star is likely to have his left knee scoped at some point this season, league sources told Yahoo Sports.

>Wall suffered a knee contusion in practice last week. He’s expected to return to play soon, sources said, but addressing his knee down the road is expected. It’s a knee Wall has had surgery on in the past.

Source >Anthony Edwards, Jaylen Brown and Miles Bridges all declined to participate in the Dunk Contest, sources tell @ChrisBHaynes .

>But Zion could provide a necessary jolt if he accepts the invite.

Getting Zion would be major tho

>The 3-Point Contest will be comprised of mostly players who are All-Stars as Golden State Warriors guard Stephen Curry is expected to participate, sources said.

>Charlotte Hornets rookie sensation LaMelo Ball turned down an invitation to participate in the Skills Challenge, sources said. With no Rising Stars Game this year, Ball’s presence was a long shot.

No LaMelo tho

AND the company recently is rumored to be for sale🚀🚀🚀🚀🚀🚀

AND MX has $600 million of NOL carry forwards for next decade which historically cut its taxes substantially 🚀🚀🚀🚀🚀 Great for an acquirer

About

1. MX is a semiconductor company that makes Display Driver Integrated Circuits (DDIC). "DDIC chips are a core device for switching and displaying control functions needed by displays".
2. Magnachip is the #1 independent global OLED DDIC manufacturer (33% market share) in the world and provides solutions for phones, TV's, automobile screens (regular + EV), VR, and more. They supply to companies like Samsung or LG who controls 95% of the OLED display market. - source

Growing Revenue in OLED

Currently MX stock is at $23 a share with $6 net cash on balance sheet (that's right, 1/4 of market cap is in cash). MX also owns a 8" or 200 mm (read 200 millimeter diameter) wafer manufacturing plant that produces 30k wafers per month, soon to be in the 45-50k wpm range that could be worth more than $250mm.

A wafer is like a round super thin pancake - and Semiconductor chips (square) are grown on it and then off the circular wafer. The larger the wafer the more efficient - but right now most Semiconductor technologies use 200 millimeter (8 inch or 8”) or 300 millimeter (12”) diameters.

What MX owns is one of the hottest assets as there is a global shortage of 200mm manufacturing space. Global semiconductor shortage spurs run on vintage chipmaking tools

• " The demand has been supercharged by a combination of the COVID-19-driven boom in computer gear and unexpected strength in auto sales that resulted in shortages. "
• “A real capacity increase would take nine to 12 months, minimum.”
• Used equipment prices have gone up by as much as 20% over the past six months, while the number of refurbished 200mm tools fell to 1,000, down from between 7,000 to 8,000 a decade ago.
• “You just can’t go out on the open market a

Aeva is a LIDAR competitor touting themselves as the only company that offers "4-D LIDAR" on a chip. The co-founder's background including his time at Apple is impressive and they have some pretty nice partnerships and customers already announced. However, production isn't expected to start until 2023. Hopefully, Microvision will have locked up a good chunk of the market by then. Not that anyone is expecting MVIS to still be an independent entity in by the end of 2021 never mind 2023.

Here's the Yahoo Finance interview:
https://ca.finance.yahoo.com/video/aeva-co-founder-nyse-listing-150313521.html

I find it hard to calculate a reasonable buyout price for MVIS. I hear talk of $180 on this sub but that seems way too optimistic to me. That's a $26B market cap for a company with 50-60 employees and a few million in sales. I can't wrap my head around it. I also keep in mind that many people including management may be holding shares which have gone up 90x in the past year. Locking in a buyout at today's share price would be "a big win for shareholders (like them)". Will shareholders who buy in at current levels make a substantial profit? That's a lot harder to answer.

Yahoo Finance put some figures on screen from Aeva's investor presentation which I found interesting. Aeva is going after the automotive market and below are their financial targets for 2030. Naturally, nobody's getting bought out now for what they could make 9 years from now but it offers some perspective. Here are Aeva's 2030 targets:

Total Addressable Market (TAM): $200B
Penetration rate: 3% ... could MVIS tech gobble up 10% by being 1-2 years earlier?
EBITDA margin opp: 45% ... seems very optimistic
Revenue: $6B
EBITDA: $3B

Jumping off those market projections, I could see MVIS tech justifying a valuation of $75B+ by 2030. That assumes a roughly 10% market share, 25% margins, and a market cap of 15x EBITDA.

$75B market cap is about 30x where we are now. We're a long way away from 2030 but it makes me feel good that potential buyers might be looking at MVIS as an asset that could grow to those levels or more in 10 years.

Would you pay $10B now for a company that might be worth $75B in 2030? That's still a stretch IMHO, but I do think $7.5B would be considered a bargain. That's 3x where we are now... or $51/share. Whenever I think about a buyout price, I keep coming back to this $40

Source: https://sports.yahoo.com/hoopla-with-haynes-javale-mcgee-getting-interest-from-nets-lakers-watching-hassan-whiteside-172950468.html

> The Portland Trail Blazers have been without their starting center for two months due to a right wrist fracture, but Nurkic intends to make his return in approximately two weeks, sources informed Yahoo Sports. Head coach Terry Stotts told media members that Nurkic and CJ McCollum (foot) are waiting to be cleared by doctors.

A few weeks ago, we posted in this subreddit about a Chrome extension we built that lets you track your fantasy basketball players directly on the stream you’re watching. We were so energized by your excitement. Thank you all for the awesome feedback, and thanks especially to the mods. Check out our last post here for more details.

As promised, Hypeshot is now also available for Yahoo Fantasy !!

This is the link to download the Chrome extension: https://chrome.google.com/webstore/detail/hypeshot/odeflmfjakenehhkebljdbdmoifippec.

Here is the link to our demo vid: https://www.youtube.com/watch?v=qL8ccOSWn_g

When you install it, you’ll have to connect your Yahoo or ESPN fantasy account since we need some info for this to work -- we guide you through the process. Then, you can click the extension icon and hit the ACTIVATE HYPESHOT button to track your fantasy players + matchups on any site (like NBA League Pass, ESPN+, Hulu..and most importantly, the ~unpaid~ ones) !!

For Yahoo specifically, you will also be guided to authorize Hypeshot to access your fantasy data (not shown in the demo video).

Yahoo Specific Demo: https://www.youtube.com/watch?v=3HALmixzDJI

ESPN Specific Demo: https://www.youtube.com/watch?v=jkue-uPllyQ

Enjoy! Try it out and let me know your thoughts/any more features you want! We’re trying to make this as dope as possible for this community and appreciate any feedback!

P.S. Fantasy aside, hoping for a speedy recovery for Embiid- looked like a pretty bad injury last night :(

Source: https://sports.yahoo.com/hoopla-with-haynes-javale-mcgee-getting-interest-from-nets-lakers-watching-hassan-whiteside-172950468.html

> The Portland Trail Blazers have been without their starting center for two months due to a right wrist fracture, but Nurkic intends to make his return in approximately two weeks, sources informed Yahoo Sports. Head coach Terry Stotts told media members that Nurkic and CJ McCollum (foot) are waiting to be cleared by doctors.

The Bosnian Beast is back! Looking forward to the Blazers being back at full strength soon.