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BTC around $60k: how are you reading spot demand versus leverage?
I’ve been trying to understand the recent BTC price action around the $60k area without overreacting to every short-term move. For me, the main question is whether this is the beginning of a more stable recovery or just another relief bounce inside a broader weak range. The things I’m watching …
Just got into the boat! WEN!!!
$CXW $GEO — ICE's warehouse plan failed. Plan B is buying private prisons. Benchmark PT upgraded to $36
TL;DR: ICE wants \~100k detention beds (from \~70k). Plan A — $1.1B on 11 warehouse conversions — is stalled: 0 of 11 sites operating, and DHS Secretary Mullin told House Appropriations on Jun 25 that DHS is "evaluating all 11" purchased warehouse sites while acknowledging a bed shortage. Plan B: …
Stocks that feel Inevitable
Looking to find stocks that “feel” inevitable in their success. Yes, I know nothing is a given but some companies are set up better for the future than others. For example, ASTS has the tech to create near monopoly on satellite cellular service but they’ve been held back by delays …
Fires in CO/UT play for fire support
With the tragic deaths in CO/UT of 3 firefighters I think this has potential to explode. Going to drastically reduce boots on the ground, and rely heavily on aircraft for fire suppression. With record setting drout in the west, I see no slow down this fire season untill September/October. Source: …
Going full yolo with the red haired chick, shes kinda cute 🫡
🫡
I’m sure it’s just a coincidence
Glizzy Party in Chicago if I’m right 👑🌭👑
Just bought 15,000 shares of Portillo’s Organization is heavily underpriced and has been oversold. They are down 90% from the top and the previous management ran them to the ground They hired a new CEO and got the old Darden Restaurants President/CEO to be the chairman of the board In …
Strategic hires in resource exploration
It is worth monitoring how early stage explorers integrate advanced analytics into their workflows. The sector often sees generic claims about digital transformation, but actual appointments with deep technical pedigrees suggest a shift toward data driven target generation. This moves the conversation from pure geological luck to systematic risk reduction …