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Is this the tipping point?
I feel we’re close to the tipping point when panic will set in and a sell off will significantly drop the current price point for BTC and ETH. Thoughts?
Posts
Raw signal, scraped and timestamped.
Source material behind every call on the tape.
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$RACE: Ferrari Luce will unlock an entirely new customer segment.
Everyone thinks the car is ugly, sure. But I think the market is not entirely pricing how the Luce will expand their TAM to an entirely new customer base (Ferrari expects \~50% of Luce buyers to be entirely new customers). …
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$NOW YOLO!
WHY??? Easy. Down 33% in less than a month. Still growing 20%+ YoY. \~$15B annual revenue. CEO bought shares. **NVDA uncle** Jensen Huang publicly endorsed ServiceNow’s AI vision. AI needs workflow orchestration, not just chatbots. If this is the “SaaS …
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Space vs drones/delivery: which speculative sector actually has the better setup over the next few years?
I have been following these two sectors closely for the past few months. On one side you’ve got the smaller public space names like Firefly, Redwire, Voyager, Intuitive Machines etc. On the other side you’ve got the drone/autonomous delivery stack …
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MSFT leaps
I have msft leaps 430 strike expiring dec 2028 bought when msft was trading at around $427, my option cost is 105.25 and right now its at around 66. Is it better to roll to nearer strike price or just …
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GameStop's Cohen nixes $35B bonus plan in favor of eBay bid
Ryan Cohen gave up his shot at a $35 billion windfall. The GameStop CEO [withdrew](https://www.bloomberg.com/news/articles/2026-06-23/gamestop-s-cohen-drops-35-billion-pay-plan-to-focus-on-ebay-bid?srnd=homepage-americas) a sizable bonus plan in order to focus on the company's "operating performance and its proposed [eBay acquisition](https://www.linkedin.com/news/story/ebay-spurns-gamestop-takeover-bid-as-not-credible-8829698/)." Cohen would only have received the maximum …
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True Life: I'm Addicted to Buying SNAP Calls
I dont know why I keep adding to this. Something has possesed me. Earnings are trending toward breakeven/positive and they have analyst upgrades. \~480M DAU begging for optimized monetization. Thats about all it has going for it. CEO is a …
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How do you determine if a company is a “value investment”?
Final edit: Thank you for all of the brilliant and thoughtful insights. The people who replied shared excellent strategies to find value in the market. This is an incomplete summary of my approach, not everything… but generally what I do. …
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