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Opinions on Boxabl's SPAC merger with FG Merger

I could use some outside opinions on this because the reddit page dedicated to this stock seems to be controlled by the owner of the company and I'm concerned that any sort of negative comments might be getting removed. As far as I know, here are the details of this …

altcoin order books are getting thinner and it is changing how I trade them

People keep asking why alts dump so hard every time BTC wicks. The answers I see are mostly about sentiment or weak hands. Some of that is probably true but I think there is a more boring reason people are not talking about. The order book is empty. I really …

Trump institutes a blockade and 20% tariff on the Strait of Hormuz

What is your actual strategy for taking profits when legacy banks flag everything?

Making successful trades on the charts is only half the battle nowadays. The real headache is the off-ramp logistics. It feels like traditional commercial banks have completely tightened their compliance algorithms lately, and trying to pull a decent chunk of money out of an exchange is a fast track to …

Profitable crypto traders: what's actually making you money in the current market?

I'm curious to hear from people who are consistently profitable in crypto. A bit about where I am: I understand price action, market structure, support/resistance, liquidity concepts, risk management, and technical analysis. I've spent a lot of time learning the theory, so I'm not looking for a "best indicator" or …

Is CRM a value trap, or a buy

Everyone keeps asking why **Salesforce keeps dropping**. Almost nobody asks **why it was so high to begin with**. On paper it looks cheap: strong revenue growth, a PE below its historical average, the classic "**great company at a good price**." But that's exactly what a value trap looks like. **Salesforce …

Adobe bear case straw-man and response: ARR deceleration (10 consecutive quarters), Chegg/BlackBerry parallel, executive churn vs. deferred revenue acceleration, USASpending.gov contract data, and a one-third casual user stress test. Looking for pushback on the ARR trend specifically.

The bear case that I think has the most analytical teeth isn't the Chegg comparison or the executive churn. It's this: organic ARR growth has decelerated for ten consecutive quarters, from 10.9% to 10.5%. That's a sustained directional trend that can't be dismissed as noise. My best response: when enterprise …

Adobe is down 40% from its highs while generating $8.25B in true annual FCF with 10% topline growth. I think it died of a theory, not an actual threat. Here's the data including deferred revenue, government contract data from USASpending.gov, and a bear case.

I own ADBE at about 14% of my portfolio, so I have skin in the game and a reason to be honest about where the bear case has merit. The Confederate government supposedly died of a theory. Jefferson Davis was so committed to states' rights he couldn't build the centralized …

maybe Wilmac is also the test environment

Wilmac is usually discussed as the copper-gold asset. That is still the cleanest way to categorize it. NovaRed has an option to earn 70% of Wilmac, a 16.1k hectare project in BC's Quesnel porphyry belt, about 10 km west of Copper Mountain. But with the newer AI updates, I think …

The 55% Trap: How BIP-110 Threatens to Fracture Bitcoin.

**🚨 Is Bitcoin about to tear itself apart over 83 bytes? 🚨** A rogue update called BIP-110 is threatening a civil war on the blockchain. The goal? Kill Ordinals and Runes by strictly capping OP\_RETURN data. The terrifying part? It uses a dangerous activation mechanism requiring only 55% of miner …