扛-耐心扛

我刚刚关注了 $英特尔(INTC)$ ，当前价 $35.69。

$网秦(NQ)$ 从Altimeter和Toro持有calls的巨量来看，这些calls应该在明天到期。但Altimeter和Toro买这些calls的时候是去年12月左右，那时机构的holding percentage还相对较低，不可能wrote so many covered calls (worth 3.5M shares，roughly 11% of floating# ！）。所以，那些calls的sellers觉...

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股神啊 [很赞]

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说得太好了，也拜读了它们的文章，分析的很透彻，一定要做空啊 [笑]

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明智啊 [很赞] ，另一半也得赶快卖呀

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应该有两波主要做空在去年（2013），一波cost大约在7〜8$，另一波大约在17〜18$左右。从PD大神对MW做空NQ的历史推测来看，PPS在23〜25$是个关键点，跨过去，fierce short-squeeze发生的概率就极大。

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$网秦(NQ)$
Topeka Capital Keeps NQ Mobile (NQ) at 'Buy'; Co. Aiming to Put Investigation 'to Bed'
网页链接(NQ)+at+Buy%3B+Co.+Aiming+to+Put+Investigation+to+Bed/9272903.html

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$网秦(NQ)$ From NQ IR Update:
Update from IRNQ Mobile - Update
Hi,
We have not yet announced the exact date for our Q4 and year-end 2013 earnings report. We recognize that this has led to many rumors and concerns which we want to address again today. As we have pre...

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Session 4:35 PM PST才开始，after-hour 5:00PM PST就end了，当然不会有任何动静。看接下来几天PPS的表现就可以反映出一些conf的achievements.

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$网秦(NQ)$ NQ 是foreign issuer, 她要file 20-F, 不是10K. 可以google一下，20-F的deadline是6个月，from FY ending。所以，就是06/30/2014

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$网秦(NQ)$ The fast upward around 3:00 PM EST is like margin-call [大笑]

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$网秦(NQ)$ NQ现正在向20$drifting，但由于有海量的20$的calls in March, 所以，除非有极大利好，我觉得她很可能会在20-21$ range-bounded until the expiration on 03/22. Any thought?

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$网秦(NQ)$ 有什磨看法吗？
Purely my speculation -- the reason Muddy Water issued that short report was at the request of the following-mentioned Short Fund(s). My guess was because the NQ's PPS kept appreciating to ~$25 until Oct/2013 and those Short Funds could not to...

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$网秦(NQ)$ 刚看了一下the latest 6K filing, on the exhibit 99.2, the 1st sentence states 'We consent to the reference to our firm under the ... in NQ Mobile Inc.’s Annual Report on Form 20-F. words '. Here what has attracted my attention are the words 'In NQ's...

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觉得机构应该在46%~50%左右比较靠谱。公司内部持股应在30%左右，也就是说，散户只持有25%左右。但这也没法解释空头从哪借的40%，所以，还是有机构出借部分给空头的。

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如果有近80%是机构持有，那怎么还会有近40%的short interest? 唯一的解释恐怕是some institutes把股票借出去了。

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$网秦(NQ)$ 我的感觉是大空头就是压盘，让day-trader和momo-trader觉得无动力炒NQ, 再让relative long-term Longs失去耐心，于是空头自己好cover.
个人感觉还至少需要2、3个重量级的good news才能产生逼空效应，一个不够。所以，还要耐心扛!大约要扛到三月中，如果一切normal的话。继续扛![看多

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