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Officially sold all my $VRT. 730%+ gain realized in my ROTH IRA. Time to find the next man up! Ideas?
Reminder: No one can stop you from keeping an unguided, man-portable, disposable, shoulder-fired recoilless anti-tank weapon in your EDC. It's perfectly legal
Reminder: No one can stop you from keeping a Action Camera in your EDC. It's perfectly legal
Timely seeing this right now as I just saw that $SOND is looking to reach an out-of-court restructuring agreement with creditors. My Monday morning about to get really interesting now.
The cover of this week’s edition of The Economist magazine … and it concerns advanced rather than developing countries. #economy #debt @TheEconomist
And Trump would be correct. It is why the market cares about bc the renewed U.S. - China trade tensions have brought massive volatility to the market.
"They want to meet. We'd like to meet" - President Trump on possible meeting with China's Xi. This is what the market may care about.
quality long onlys
how the toaster looks at me when I’m checking my portfolio in the bathtub
😂😂😂😂
The 1st legit company named on that list is $FFIV. Everything above it is a HypeCo / ShitCo.
Today's biggest tech decliners. The tide turned in a big way against the shitcos today (note the P/E columns). Think there could be more of this come, considering how crazy things got over the last month.
My 2 cents on $CECO, which is a large holding for me. I think the current valuation is a bit stretched based on current performance, but could be justified if it reports a strong Q3'25 and FY25 outlook. I think the market is pricing too much growth right now. The large run-up…
My take on GPUs having a real 1-2 year life usefulness instead of +4 years is opening up many questions, so let me explain in more detail: First, all of the counter arguments are the following "but H100, A100 are still being used and they are 3-5 years old", "customers will use…
Today's lesson: $BWEN - should of held. U/W it well imo. Should of trusted my gut and my U/W and held it. The lesson is trust you're U/W unless the story changes or something fundamental happens that alters your thesis and expectations.
My portfolio is up 69,420% this year. And I’m not crazy, you’re crazy for thinking companies have to generate revenue because some guy in a suit said markets were efficient 300 years ago I buy a quantum stock, that’s 420%. Next I YOLO into a rare earth mining Co for another…
Debated a smart investor who claimed hyperscale AI data center demand response costs "thousands per MWh." Built a framework to test it: I'm getting ~$2,750/MWh for 2-hour DR, or $2.8M per event on a 1GW facility. Math below, curious if my logic holds up. Can debate assumptions.…
I bought $VELO this morning at an avg of $4.93 and just sold at $5.80. Ran up too much in one day for me. Being unprofitable and running up so much in 1 day, I fear mgmt comes out AH and does a share offering. I think $VELO will pullback either way and would like to re-enter.
🏛️ Présentation de Velo3D Velo3D, Inc. est une entreprise américaine spécialisée dans l’impression métallique 3D de haute précision, conçue pour des pièces critiques dans les secteurs de l’aérospatial, de la défense, de l’énergie, et de l’industrie de haute technologie. 👉 Leur…
🏛️ Présentation de Velo3D Velo3D, Inc. est une entreprise américaine spécialisée dans l’impression métallique 3D de haute précision, conçue pour des pièces critiques dans les secteurs de l’aérospatial, de la défense, de l’énergie, et de l’industrie de haute technologie. 👉 Leur…
UCLA athletic director Martin Jarmond came over to where I was sitting in the press box late in the third quarter to discuss the changes he made in the coaching staff that sparked this turnaround.
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