내가 좋아할 만한 콘텐츠
$RIOT Those of you on the "market bubble" fear train who sold last Friday. Looking dumber every day.
BREAKING: JPMorganChase will invest $1.5 TRILLION into 27 "critical industries" in America. 🇺🇸 Here's the list: ‣ Advanced Bulk Materials ‣ Advanced Manufacturing ‣ Artificial Intelligence ‣ Autonomous Mobile Robots ‣ Battery Storage ‣ Command & Control Tech ‣ Critical…
Last 12 months have proven out to incredible for following themes: And I trust big pullbacks will come however dips will be bought. Quantum theme $RGTI 6436% $QUBT 2839% $ARQQ 1335% $IONQ 657% $QBTS 322% Nuclear theme $LEU 577% $LTBR 427% $SMR 222% $NNE 209% $OKLO 160%…
In a world where the U.S. decouples without the rest of the world the West will find itself at the receiving end of crushing supply and at the mercy of a regime who will not think twice about crushing them if they step out of line. A world of trade without Americans isn’t the…
In the US interest the more this becomes a dispute not just between China and US, but the US and its allies, with China showing its willingness 1/2 China has imposed curbs on the American units of Hanwha Ocean, one of South Korea’s biggest shipbuilders bloomberg.com/news/articles/…
Copart is in its largest drawdown (-31%) since the 2022 bear market Adjusted for cash, $CPRT now trades for ~23x
There are three upcoming major catalysts & strategic own-goals: 1) The day China does something that scares every day Americans 2) The day China does something that terrifies its geographical neighbors 3) The day China does something that scares Western trading partners…
Worth Another Look! Before you go to bed, watch these joyful reunions & Thank God for this historic blessing 🙏 Then Thank @POTUS @SecRubio & #Trump team for working hard to make PEACE a reality! 🙌 “Elections have consequences” has a whole new & great meaning! #Israel…
And then there is the issue of where the US gets 300,000 engineers to build all this missing power supply by 2030
The money is not the problem: AI is the new global arms race, and capex will eventually be funded by governments (US and China). If you want to know why gold/silver/bitcoin is soaring, it's the "debasement" to fund the AI arms race. But you can't print energy
$SOUN Coming out of a big base and nice consolidation. November $25C saw 54k in volume and $7M in premium.
The president told me he did this on Indigenous Peoples Day in honor of you.
For two excruciating years, I have called for the return of the hostages brutally kidnapped on October 7th and held in Gaza. Today is a good day. Surviving Israeli hostages are finally home and reuniting with loved ones. I'm thinking of them and their families on this joyful day…
These triplets who all became severely autistic hours after the same pneumococcal vaccine is irrefutable proof vaccines cause autism. Notably all three also lost their cranial reflexes, mirroring decades of data vaccine-induced microstrokes cause brain damage SIDS and autism by…
$AREC "Clean Rare Earth Processing" Lots of OTM 5/7.5 calls for November + AREC private placement offering $3.5/sh this morning that was gobbled up. Looks like this was the next rare earth to explode.... Another @BisonHerd11 special
These $WWR, $UAMY, $OMEX, $NB flows are amazing... $AREC probably the next awful "rare earth" to run lol
The weekly chart of $BTBT looks fantastic. Price has regained the weekly Ichimoku cloud with a nice bullish hammer right off of the top of the cloud last week which typically signals bullish continuation in the sessions ahead (shares +6.38% today). I like that $8 fib target.
Some serve a lifetime in public office and never experience a day like today. In time history will detail the full story of how today was made possible. But for now all Americans should at least know this, that today would not have happened without @potus doing some pretty…
Thank you, Mom and Dad. For many things, but mostly for this: when I talk to myself, I talk to myself the way you talked to me.
Growing, profitable domestic battery OEM trading at 1x sales & 11 P/E in this market is one thing... Subsidiary Bren‑Tronics (supplier of MIL-spec portable batteries for the U.S. Army) is now directly theme-relevant with new Chinese export restrictions for military use $ENS
EnerSys $ENS - Profitable, undercover U.S.-based battery play trading at 1x sales and 11 P/E Every other battery stock is trading at premium valuations based on hype & speculation about their technologies, and the domestic battery supply theme is gaining steam with China most…
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