저자: 미상 · 외국인
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결론: 영상은 특정 종목 매수 권유가 아니라 스트라이프 IPO·SPAC 전환 가능성, 프로테라 투자 유치, 신약 기업 NWBO, 팔란티어 관련 의견을 다루며 대부분 회의적 또는 관망 입장이다. 스트라이프 CEO가 CNBC 녹화 인터뷰에서 'remain focused'라고 답한 발언을 두고, 진행자는 IPO를 직접 언급하지 않은 점과 편집된 장면을 근거로 SPAC(PSTH, 빌 애크먼 관련) 추진 가능성이 더 높다고 해석한다. 전기버스 업체 프로테라가 1억 5천만 달러(코헨 계열) 및 5천만 달러(소로스 등)를 유치한 소식을 다룬다. 진행자는 이를 SPAC 합병 준비 중 긴급 자금 확보 가능성으로 보며, 과거 투자 유치 직후 SPAC 상장 사례를 언급하지만 확정 판단은 하지 않는다. 진행자는 NWBO(뇌종양 면역치료 신약, 13년 연구)의 임상 결과에 대해 과거 400여 건 임상 실패 사례를 들어 회의적이며, 승인 가능성이 매우 낮다고 보고 투자하지 않겠다고 밝힌다. 팔란티어(PLTR, 영상 자막상 'pal and attend our')에 대해서는 신규 IPO 하락 패턴과 사생활·감시 측면의 우려를 이유로 매수하지 않겠다고 말하며, 가격이 크게 내려오면 재검토할 수 있다는 여지만 남긴다. 언급된 대상 자산 중 1~3개월 가격 방향에 대한 명시적 예측은 없다.
다듬은 글
so the stripe ceo just conveniently went on cnbc today during power lunch or something like all kate rooney she was hyping it up on her twitter on her twitter all right what happened well it really wasn't an actual live interview it was a pre-recorded one she asked him about the ipo and this is what she said let's go all of us talking about an ipo which is what all of us want to know no comment though on when or how the list he does say for now they quote remain focused kelly back to you lame they remain focused so this is what we were hoping psth bill ackman is headed towards to me this further confirms it so they said we will we are remaining focused she said asking ipo or spak said they remain focused after the segment also that wasn't re-aired cnbc followed up by saying they are the number one unicorn stripe his number one unicorn and don't know if they will go spack or ipo i think if if he was going to go ipo and he basically admitted he is going to the stock market by saying they remain focused that's admitting he's going on the stock market i think if he was going to say or if he was going to ipo he would have said he would have said i remain focused on getting us to market via ipo or direct listing why wouldn't he why wouldn't he be hyping that up the only thing that would stop him is if he's going via spack but you can't according to sec in the the filings you can't really talk about it you can't talk about going via spec right now because you just can't it's part of the rules but before you go to ipo or direct list you can but if you're pairing with another company no no no no bad i don't know i think this kind of confirms it a little bit so i'm just stoked that they actually asked the questions uh people on her twitter were telling her to ask that question a bunch of people were asking that say ask me if you're going with uh stripes going to see uh spec or sbac you know spdh and uh she asked it so i'm just happy she did i wish we would have got like the live reaction the fact they didn't show his actual response kind of tells me he might have said a little bit more though because the rest of the interview which was very short she would ask a question and then it would pan over to him and it would have his face and he would answer it but that last part that i just showed they didn't do that so he might have accidentally said something else and then was like hey cut that we can't put that on i i said spak or something like that or bill agreement or something and uh he told him you can tell him i said this that i remain focused just tell him i remain focused so i thought that was kind of a telltale story right there why did they go to the camera when he answered that you know they were recording the rest of it you know they recorded that part why didn't they show it kind of weird to me other news electric bus maker proterra gets 200 million dollar investment the u.s electric bus manufacturer tara inc said on thursday at a secured investment of 200 million to support its battery in electric drivetain research development the company received 150 million from cohen's sustainable advisors llc and 50 million from soros good old uncle soros fund management generation investment management and broadsword group in july sources told reuters roosters they told roosters that portera was considering going public through a merger with a special purpose acquisition company a spec proterra which counts car maker diameter ag and bmw ag among its investors was valued at 1.1 billion in a fundraising round in august last year according to pitch book data the company would not be reached for comment on how the new fundraising has affected its evaluation bowl game california-based pratera was founded by a mechanical engineer dill colorado in 20 2004.
so this is kind of good news at first a lot of people read this and be like oh they're not going spac period because they just got money from somebody else that's not what i think that's not what i think at all in fact what if they're in the middle of a spec deal and they were like hey we need 200 million pipe we love you guys but we need 200 million more cash right up front right now and the spec was like dude we can't do it we asked our friends and they were like this is all we got they're like okay well we need the 200 right now so like we're gonna try to call uh uncle soros and see if he can give us a check for like 200 million is that cool and then after that we'll get the deal done that could be played out that way there's all sorts of scenarios you can come up with of why this happened but could somebody down in the comments name another spak that got fundraising right before announcement less that was like less than a month ish where they got got a fund like this and then boom they still hit and get us back and everyone's like see i told ya and other people like they just hit right this doesn't this doesn't tell us they're not going with the spat that is a hundred percent for sure tell me that company if you can if you can remember or know it um i think this is great though because it's showing that they're still growing they just want didn't want this 200 million involved in this back deal maybe this 200 million has been on the way for six months and the spat deal is still only a month into it or and they let them know hey we're getting 200 million it's you know it's a couple months out but like that's fine we'll just wait till after that's done and then we'll write up the deal not including the 200 million but we'll include that evaluation yada yada yada they could include that in the evaluation because now pratera can say by the way we are worth more money what does that mean they want a bigger piece of the pie and they want to give up less to the shareholders of g j ih maybe legit what do you think is that who you all still think maybe maybe soak still could be soap i don't know so moving on we got a question said hey i love the i love your due diligence on this biotech company be in wbo they are about to release their top line data after 13 years of research this one will multiply and be a buyout target here's a recent article so what is this any cancer diagnosis is scary but nothing is more frightening than being told you have brain cancer oh it consists of restriction removal of tumor yup since 2005 more than 400 trials failed phase two of course yep uh in nwbo combines material from your own resurrected tumor with dendritic cells from your blood which are then trained in a lab to recognize your tumor because of this that is ultimately returned to your body and the body owned enhancements materials is not rejected as foreign therefore there is no toxicity to the treatment you might have redness at the site of the injection or temporary headache both address with with the problem either the drug works or doesn't this sentence sums up what i think about it my problem the positive thing about this okay let's get with that first positive thing about this if it does cure cancer amazing fantastic the problem this is investing this isn't uh you know i'm not here to cure cancer i'm here to make money right now if if there was really one company that supposedly had a cure to cancer yeah i'd put money toward towards it but for decades upon decades and decades companies have been coming out claiming that they have the cure for cancer they prove it everything looks legit it goes to fda and fda goes no what do you think that is i don't know can somebody answer that question down in the comments so again this last sentence either the drug works or it doesn't and not only that even if it does work will it get approved for use in america and your europe probably not what do y'all think so my thesis i just wouldn't touch it you know yeah it could they could finally release a cancer treatment that totally whoops but and it makes sense to me what they were saying but will it ever go chances are 99.9 of chances no it won't that's what i think about so i will not invest in a period another person asked hey yo what's your opinion on pl pal and attend our the pre-crime people i said what's up going on hey uh i won't touch it for two reasons number one it's a new ipo if you if you don't know why i don't invest in new ipos just go look at any recent charts you'll see why they fly up and they fly right back down and then they bleed out for months i might buy out buy in when they're over half off 65 off or something but my number two and why i won't regardless of the price is i don't like what they're after i don't like the big brother part of it i don't like the pre-crime part of it i don't want anything to do with it man it's just too far too far deep into the rabbit hole of keeping people safe quote unquote it's just not for me i don't believe in it i think it's it's too far any more news that i missed out on i think i missed a couple sec filings i'm actually still reading through them right now let me know if i missed anything put it down the comments any other plays you want me to take a look at please put them down there if you haven't joined our patreon please do it i don't give you anything for it but i do totally enjoy it when you do join thank you for that if you haven't subscribed please do it if you wouldn't mind sharing this with your friends greatly appreciate that to y'all a good rest of day
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