u/Fit_Equal6932

The author says CAR is a textbook short squeeze with no natural sellers and predicts it will keep running for at least a day or two due to a lack of float. He states he closed a losing short and went extra long via call options, treating them as hedge plus added directional exposure despite 270% ATM IV and wide spreads. The main stated risk is that brokers could liquidate him despite his hedge, turning the situation into a black swan. Reported returns track the underlying asset, not option P&L.

Author argues EchoStar (SATS) stock is undervalued because uncertainty around its spectrum transfer to AT&T and the SpaceX-related transaction has depressed the price. The causal mechanism is that each cleared hurdle, including FCC approval and the latest 8-K progress, should reduce uncertainty and help the stock price, with SATS serving as a public proxy for SpaceX exposure. Main stated risk is the tower-company lawsuit seeking part of the proceeds and the possibility that adverse SpaceX developments or failure to complete the SpaceX Transaction could materially hurt SATS.