Raw signal, scraped and timestamped.
Source material behind every call on the tape.
i am all in in btc. all my life savings
$171k in btc, all my savings in btc. i know i am stupid
BFAM - Betting on Work From Home is coming to an end
Bright Horizons Family Solutions Inc provide child care for corporate worker. The service is bought by corporate and use as employer benefit. Good B2B recurring revenue, sticky corporate contracts, valid MOAT They took a pretty big hit by covid, then …
Visa at 28x earnings: "wonderful company at fair price" or just expensive? Running it through Buffett's framework
Visa is the stock where everyone agrees on the quality and argues about the price. Here's what the numbers actually say. The moat case Network effects are the core: more cardholders → more merchants accept Visa → more people want …
sharing some cheap call picks from my model this week
been running a screener for call options for a while now and figured I'd drop some picks again for anyone who wants to look through them posted similar stuff a few weeks back, got a decent response, some people found …
Discorddit - Community Chat Channel
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$GCTS - GCT Satelite, breakdown of all their partnerships.
Skylo Technologies (Feb 2026): Partnership for 3GPP-compliant 5G/4G silicon + Skylo NTN network integration. Focus on chip/module certification for seamless cellular-to-satellite IoT devices and ubiquitous coverage. Globalstar (announced \~March 2025): Partnership to develop two-way satellite messaging systems, IoT modules, and …
Semis will dump and software will pump
Software has been increasing their capex significantly and it has led to semis pumping. However, soon enough, software will have to reduce their spending to protect their margins and they will focus on optimisation. As a result, I think that …