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The Defense Conversation Might Start in the Ground, Not in Weapons
Everyone watches the drones. I'm watching what they're made of - and that keeps pulling me into the supply chain behind the hardware. For years, defense investing has mostly meant weapons makers, aircraft companies, and missile systems. Lately, I keep ending up one layer deeper in the supply chain. Modern …
Stop chasing green candles and watch this level instead
A lot of traders make the mistake of buying the top when a stock climbs rapidly. It is usually much better to wait for a deep pullback. Right now, a specific chart is finally cooling down and sitting inside a critical floor area. The price recently failed to break past …
Now it begins
The adtx members mentioned they wanted to get into this one it’s up 3 cents now
Daily Crypto Discussion - June 26, 2026
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Will AI hardware players be forced to back down on prices to save the rest of stock market?
I have very little knowledge about markets and the technical details of AI hardware, however, I can't help but think that the prices being charged by AI hardware providers such as Nvidia and Micron to companies to build out AI facilities appears to be completely unsustainable. Capex spending is now …
Stopped in to see Wendy this morning
I got 2 breakfast baconators this morning and Wendy at the drive thru was only missing one tooth. I think we're on the right track bois.
oil market massively oversupplied - time to buy tech stocks
|Market needs just 12mb/d|June 2026|July 2026| |:-|:-|:-| || |||| |||| |||| |||| |EW Pipeline|2.0|2.0| |Russia + Iran Oil on Water|1.5|1.0| |China Import Reduction|4.0|5.0| |UAE Fujairah Pipeline|2.0|2.0| |Iran Crude Exports|3.5|4.0| |Extra production (UAE, Iraq, Kuwait, Saudi, Qatar)|3.5|4.0| |Rest of World SPR Release|1.0|1.0| |US SPR Release|3.0|2.5| |Production Cuts outside Arab Gulf + …
Wendy’s best burger The Baconator
I can’t wait to get the best burger from Wendy’s The baconator and fries. I have to skip the frosty cause I can’t take much sugar lol 😆
FDJ UNITED, Value play or Value trap ?
I'm about to invest around 10% of my portefolio into FDJ United, I believe in a recovery from last french tax increase thanks to sector growth and recent acquisition (Kindred). Meanwhile recovery, a sustainable dividend of \~ 9% with current stock price will be cashed out every year. More details …
Theta decay slower on some days than others on 0dte, its like the market “knows” something? 🤔
And no I’m not talking about fed days or big news days. Some days I’ll open a 0dte iron condor and get my 50% profit within an hour, but other days despite paying similar premium for the same width, the decay just isn’t happening and stays stuck only for a …