Source material behind every call on the tape.
Is anybody considering the secondary Polymarket is running on Crowdcube? They reported $10B in volume and they are raising at $15B valuation. With a 2% fee, that means $200M is revenue which means a 75x P/E, which is high. But …
I’m watching a few under-$5 biotech names today for possible short setups. My focus is on stocks trading between **$1.50 and $5.00**, with enough volume/movement to actually trade, and preferably names with low or reasonable borrow fees. This is not …
Some copper headlines still point to refined market surplus, which can make the trade look less attractive at first glance. But the part I keep coming back to is mine supply. Refined output can rise in a quarter if smelters …
**Ticker:** RXRX **Company:** Recursion Pharmaceuticals **Current area:** Low-$3s **My bias:** Bearish short-term / tactical short **Primary downside target:** $2.70 **Stretch target:** $2.50–$2.60 **Invalidation:** Reclaim and hold above $3.25–$3.35 # Thesis I’m still looking at RXRX as a tactical short candidate. …
I want to start thinking about early retirement but am terrified of sequence risk (which I just learned the name for on this sub so thanks guys). I've got about 1m in S&P ETFs across taxable and non taxable accounts. …
I’m beginning to see the potential usefulness of GEX, put walls, call walls, gamma flip. There’s a ton of services and a ton of threads about them, but I’m looking for opinions about their usefulness for somebody who primarily trades …
About 4 months ago, I got absolutely hammered on HOOD and RDDT, getting assigned at roughly 34% in-the-money. Instead of just sitting on dead money or selling boring, pennies-on-the-dollar calls at my original cost basis, I decided to play it …
QB500 Picks from last week and today. 3-4 day Model. Just keep rolling cash into this model after selling out of Energy Last week. Still own the stocks from Thursday that I'll trim, and want to raise cash later this …
Things have been wanky in fx since the whole Straight of Hormuz situation. took a few losses and also been sitting on my hands a bit. Want to begin looking elsewhere for more diversification wonder what is working for you …
One of the biggest shifts I’m noticing right now in crypto is how the AI narrative is coming back but in a much more selective and structured way this time. Earlier cycles felt like everything labeled “AI” moved together on …