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Source material behind every call on the tape.

REDDIT

Is leverage as scary as people say?

trexnewbiereddit / Jun 8, 2026 · 12:47

I keep seeing liquidation posts and it looks terrifying. But then I see people making huge gains with 5x or 10x. I'm curious but also scared. Do all beginners try leverage and lose? Or is it possible to be careful? …

BLOG

Dollar General: Miles and Margins

substack_tsoh_investment_resea / Jun 8, 2026 · 11:25

From “Dollar General: Closing The Gap” (March 2026):“The past three years presented a slew of challenges for Dollar General, which led to material changes in their unit growth strategy, capital allocation priorities, and operational focus. What we’re left with on …

REDDIT

Read it boy: You're sleeping on Kratos

mmaisummreddit / Jun 8, 2026 · 11:20

\*This thesis makes full sense only if you believe that neither the Russia-Ukraine war nor the conflicts in the Middle East are close to resolution. As long as both theaters remain active, the structural demand for attritable drones, missile systems, …

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