The Shkreli Pill

In this episode, Martin walks through the history of EA’s notable takeover and the broader lessons it offers for investors. He also looks at recent positive news from Rigetti and analyzes why it failed to significantly move the stock.

In this episode, Martin shares what he considers the easiest short opportunity in the market right now — and clarifies that he’s not referring to IonQ. He also discusses notable news from IBM and examines his view on Soundhound stock.

In this episode, Martin shares his view that HIMS is evolving into a binary investment and outlines his prediction for the stock’s future. He also discusses the controversy surrounding Tylenol and autism, and examines the recent drop in Opendoor’s stock.

In this episode, Martin reviews the outcome of his short position in Joby and the lessons taken from the trade. He also discusses the implications of a deal between NVIDIA and OpenAI, and highlights why a BlackRock investor has taken a bullish stance on Quantum.

In this episode, Martin talks about how his Opendoor position was undone and analyzes the renewed activity around Quantum. He also explains how he is approaching options in the current market environment.

In this episode, Martin details how he lost millions while shorting Quantum and explains the sequence of events that led to the trade. He also discusses the broader market context and outlines how these developments may affect Opendoor’s stock going forward.

OPEN’s CEO is dodging calls, Atyr’s gains have vanished, and quantum investing is making noise again. Here’s what went down: – Ghosted by OPEN’s CEO – Atyr’s biotech rollercoaster – Quantum investing buzz

In this episode, Martin discusses why he believes GALT presents an opportunity that could pay off twice and analyzes his view on Opendoor as a value short. He also revisits Atyr, breaking down the factors that made the trade too obvious in hindsight.

In this episode, Martin talks through recent market moves he compares to a “Gamestop 2.0” scenario and reflects on how those shifts impacted his own gains. He also shares his latest forecast for Opendoor and what trends he’s watching in the stock.

In this episode, Martin recounts how a $4 million position quickly evaporated and uses the experience to illustrate lessons in portfolio sizing and the Kelly Criterion. He also examines HIMS in the context of FDA considerations and provides updated thoughts on Opendoor.

In this episode, Martin explores potential opportunities he sees for “easy money,” focusing on his analysis of HIVE and Celestica stocks. He reviews the factors driving his outlook and how these companies fit into the broader market picture.

In this episode, Martin reviews the sharp decline in Atyr and considers whether Opendoor could be next. He also introduces his trading prediction tool, explaining how it works and how he applies it to analyzing OPEN stock.

In this episode, Martin looks ahead to challenges he expects many retailers will face on Monday and breaks down the potential market impact. He also reviews highlights from IONQ’s Investor Day and shares his perspective on the company’s positioning.

In this episode, Martin comments on Shopify’s leadership, noting the strengths of its COO while questioning whether that alone is sufficient for the company’s trajectory. He also analyzes results from Atyr’s Phase 1 study and considers the implications for investors.

In this episode, Martin examines the significance of a major deal between Microsoft and Nebius while maintaining his bearish stance. He also updates his outlook on Atyr, framing the company’s prospects as a 50/50 possibility.

In this episode, Martin breaks down how a cashflow statement can be misleading and explains what he uncovered in his analysis. He also discusses his short positions, focusing on Atyr, Okto, and Opendoor stock.

In this episode, Martin discusses the effectiveness of his market prediction tool and how it influences his trading decisions. He also compares IMNB and Atyr stocks, outlining the key differences in his analysis of each.