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BUY
XLM Stellar Golden Cross forming DTCC & Tutes pr Big
XLM Forming golden cross Holding well on the daily showing reversal signs Recent PR with DTCC and new pr yesterday Tokenization platform Tradable plans to bring up to $1 billion in private credit assets onto the Stellar blockchain, expanding institutional …
POST
Quantum Stocks
What are the best quantum computing stocks for the next 5-10+ years I’ve been researching quantum computing as a potential long-term investment (5–10+ year horizon) and would appreciate some feedback from people who have followed the industry longer than I …
TARG
Meta Platforms conservative fair value is ~$810/share (feedback welcome)
Would appreciate pushback on the assumptions below. I'm currently landing at fair value of \~$810/share vs. \~$640/share. For context - META is one of my largest positions in my portfolio (\~$3mm notional - check my post history). Link to my …
Target$810.00
View →
TARG
Meta Platforms conservative fair value ~$810/share (feedback welcome)
Would appreciate pushback on the assumptions below. I'm currently landing at fair value of \~$810/share vs. \~$640/share. For context, META is one of my largest positions in my portfolio (\~$3mm cost, check my post history for context) Link to my …
Target$810.00
View →
POST
POST
Record exports, record imports, and then a GDP miss 24 hours later. One of my assumptions about how these numbers fit together is wrong.
I have been running China as a single macro bet for two years, and the data sequence on July 14 and 15 broke something I thought I understood. On July 14, customs reported June exports at $412.4 billion, up 27% …