Frequent and disappointed attendee of El Farol bar
El Farol Bar
Joined December 2020
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Folks are now paying 50% of the stock price in locates and gambling on the chance it is not a $BIYA. You should have started making contingency plans a while ago. It’s not a cycle.
The music has stopped a while ago and you’re still dancing. $RBNE $SHFS
The China cap (small cap) market has evolved into three modes:
1. GM market dead (current)
2. China squeezers that will teleport you 5000% pm or halt auction scam you (early August)
3. Intermediate mode with some plays but accompanied by zero/unreasonable locates (June/July).
Pick your poison and enjoy “adapting”.
$ARBE $BNC $BJDX $TWG
$WFF on October 12, 2026: the end of RTH and MDR shorting.
Not a low volume parabolic, non-IPO, had full AH + 4 hours of pm runtime with substantial volume , decent price, not a fresh chart.
Can one of the high IQ short bros please explain to me how to approach these going forward without just “holding through” hoping the broker risk team is asleep? $BIYA $SXTC
Adverse selection is an ever increasing component of edge erosion.
“Good play” that fades - no locates, some BP/short prohibited restriction, or absurd locate costs.
“Bad play” all day squeezer - plenty of cheap locates and max BP available.
El Farol bar is only getting more full by the month $AIXI $IPDN $FRGT $OLOX
“The golden era of small caps is coming, bro”.
As suspected, just more short infestation. Lower barrier to entry for HTB shorting. Organic retail chasers aka dumb money have long left this space for prediction markets and crypto.
6 fish left the poker table and were replaced by Euro quants. Of course your EV and BB/hr will decrease in a zero sum game.
Expect EV to thin out more and more as time goes on. $BKYI $KOD $SLND
