My sweet degens, we back at it! So some of you caught this in my watchlist earlier this week. After all the questions I got, here's the full dig. **The Thesis** Most microcap "AI" plays are a ChatGPT wrapper and …
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Robinhood retired its scratch-off - — regulators called it gamification $SCRATCH brings it back onchain: hold for daily tickets, stake to scratch for USDG and actual tokenized stocks. Fairly launched by Uniswap clearing auction on Robin hood Chain. [https://x.com/scratch4663](https://x.com/scratch4663) check …
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*Hello everyone, this is my first stock thesis I’ve been working on to provide myself a clear overview of where the current industry for memory and semiconductors is heading. Feel free to provide critical feedback on the draft! (THIS WAS …
Visible copper inventories have increased this year, particularly in COMEX warehouses. On the surface, that looks bearish. More supply sitting around. But the more I read into it, the more it looks like strategic behavior rather than weak fundamentals. Metal …