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$45k Puts on SMH and AMD
Just bought fire insurance for a burning house.
Posts
Raw signal, scraped and timestamped.
Source material behind every call on the tape.
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The financials on PRGS are ridiculous. Turnaround of the year?
Price: \~$29.78 (Dropped from 52-week high of $65; complete sentiment disconnect) Valuation: 15.2x Trailing P/E — a dirt-cheap \~4.9x Forward P/E against non-GAAP guidance. Financials: $138M cash, a massive 41% operating margin, generating $263M - $275M in annual FCF. Moat: …
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What stocks are you buying or dumping when China makes a move on Taiwan?
Feels like the whole AI/semi trade has a hidden geopolitical time bomb attached to it. TSMC basically powers the modern tech world, so an invasion/blockade would hit way beyond just Taiwan. + 1/5 of all global maritime trade passes through …
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A Hormuz story in two parts
Open, Closed, Open, Closed, Open, Closed... Obviously the market is cranked out on Hopium but for all my oil bulls and bears out there, Iranian state news shut that shit right down. It's anyone's guess what'll happen throughout the rest …
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SpaceX Fair value.
For the last few days we all could read multiple posts and thousands of comments on SpaceX IPO ranging from WSB style to some serious discussion. However, I am a simple person and a quiet investor, so I am missing …
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Anoncoin – The Anonymous Doge Launchpad is Heating Up! Sir Doge, Size Chad Collab, Competition Ending Soon, X Money Integration 🔥
Shibes and degens, if you’re sleeping on Anoncoin (the official Doge Launchpad at anoncoin. it), you’re missing one of the most vibey, privacy-first plays in the Doge ecosystem right now. Anoncoin lets anyone create memecoins anonymously with AI-powered tools one …
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CNBC - U.S., Iran close in on 60-day ceasefire extension with nuclear framework: FT
Calls on Tuesday U.S., Iran close in on 60-day ceasefire extension with nuclear framework: FT https://www.cnbc.com/2026/05/23/us-iran-war-talks.html?\_\_source=androidappshare
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Iran and USA over BTC
Iran was mining bitcoin for years. They have made a big stockpile through very early purchases and mining. It has use for them. Current campaigns of the USA aims more to economical pressure and that gives incentive to reduce the …
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