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Raw signal, scraped and timestamped.
Source material behind every call on the tape.
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DRTS: trying to understand what the Tolmar partnership actually changes
I’ve been looking at DRTS after the Tolmar partnership, and I’m trying to separate the real signal from the usual small-cap biotech noise. The deal gives Alpha Tau funding, manufacturing support, and possible milestone payments, which is clearly helpful. But …
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Comparing Cash Flow Valuations Across Leading Tech Giants
Meta is currently trading at one of the lowest P/OCF multiples among the big tech names, which is interesting given how strong its fundamentals have been. For context, P/OCF looks like this right now: Meta \~12x Microsoft \~20x Amazon \~19x …
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Drone Defense Bet
American government is seriously behind in military drone doctrine and equipment procurement. This is evident in Iran’s asymmetric warfare strategy. Coincidentally, I see some of the players in the market are potentially oversold. Jumped in with positions in AVAV at …
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Convincing parents to invest
Hi all, As the title goes, how do I convince my parents to invest? Luckily they have a decent pension fund that may be just enough to sustain living back in our home country which I would consider LCOL. However, …
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Sold all my profitable calls at open and yolo’d into BE puts. Its not going well.
Been a bull all year. Was convinced the overnight drop + someone buying 2500 of these contracts on low double digit OI yesterday was my sign to change sides. Gonna ride it til Monday, if I can take it.
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The Unjust Prosecution of Andrew Left (Part 1)
“I think that’s a terrible definition of market manipulation and I would flunk a student who used it as an example.”During the trial of Andrew Left, defense expert Professor Andrew Verstein opined that trading around truthful reports and tweets is …
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NOOOOOOO
Whelp ladies and gentlemen we got a runner today, looks like itll be sideways on the daily chart after all but itll be very interesting to see what happens in after hours i think. I shouldnt get upset over missing …