If you dump in the middle of the day they circuit breaker you. If dump right up to close who cares if you get circuit broken if you’re already on your way to the company drinking place.
Quick note after reading up on the AI data-center power bottleneck (HV transformers 3–5 year lead times, BYOP trend, etc.). Main names I’m tracking: \- \*\*Bloom Energy (BE)\*\* – big Oracle deal, fuel cells avoid HV/MV transformers, cleaner/quieter, faster to …
The bull case for **Autodesk (ADSK)** rests on its massive economic moat, highly recurring subscription revenue, and transition into an "AI-native" platform. Trading at a discount to historical multiples despite strong cash generation, ADSK presents a compelling opportunity for investors …
TL;DR: Collegium ($COLL) sells patent-protected extended-release drugs for pain and ADHD. Asset-light, 61% gross margins, \~$290M owner earnings, revenue compounding \~20% for five years. Including \~$488M of net debt, the whole enterprise trades around 5.6x owner earnings. I think the …
Since I bought in before the rug sweep at 1.24. Holdin the bag. But the 25% bump seems nice here. Any thoughts on a company with 2 employees 😂. Felt like I invested in Aerotine
A couple of weeks ago I posted a turnaround thesis on Under Armour. It got a lot more attention than I expected, and while plenty of people disagreed with me, I appreciated the pushback because it made me think harder …
Hi everyone, I’m writing this partly to ask for advice, and partly because this has been a pretty painful experience as a small web3 founder. I recently launched a project called Earnboard. It’s a campaign and task-reward platform where crypto …
Are there people here former or current customer support of Tether? How much did they pay you annually? Can you give me a range? I'm curious because I cannot find any info about it
I've made a post on WSB about mods removing literally everything I comment no matter what - even single word answers like Yes or No gets removed. It was instantly removed.
Back in 2000-2005 when biotech stocks ruled for a cycle and every single one you bought was basically a winner, I think the same thing has been forming for the past few months in a world post-AI bump. Biotech seems …