Source material behind every call on the tape.
Small play, 30.5% held over night from 6/24 and sold immediately at open 6/25. I can admit, this was fairly conservative, but if you were to tell my 1st win of the day was on overnight Wendy’s calls I’m not …
Like everyone, I thought micron’s earnings beat and guidance yesterday was incredible. My initial thought was the report was very bullish for overall tech. Thinking over the results though, I’m having second thoughts. Mag7 stocks have recently struggled, likely due …
The value comes from the manufactured perception of scarcity. You could theoretically trade it directly for goods or services, but nobody ever does. It only ever gets traded for fiat currency. You can really only ever buy them with fiat …
At the time, the thesis was pretty straightforward for me. I was looking for exposure to the memory cycle turning, especially with DRAM and HBM pricing dynamics starting to stabilize and demand signals from AI related infrastructure beginning to pick …
How to begin, it's a pennystock cyber security company with a microcap worth hardly anything who recently got a major stakeholder buyin. Management is focused on improving margins and focusing on higher quality revenue. A large part of their value …
Hey all, I figured this might be the right corner of the internet for this. After spending years as the #2 at a long/short fund in NYC (we grew from $8M to $500M+), I left New York and decided to …