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LFVN still stressed. Selling has dried up. 16 DTC. 103% interest. Level 2 tape extremely thin.
Only 3k shares have traded today by 10am and stock +.02. Extremely quiet with no sellers (flip is buyers are not here either, but a catalyst can move this extreme) Most sellers on level 2 tape only 100 shares. Right now only \~1500 shares available until 6.61 price. If you …
Mapping portfolios to supply timelines
Looking at the copper sector, it becomes clear that throwing all resource equities into a single bucket misses how the supply chain actually functions. From a fundamental perspective, it is more useful to organize these positions chronologically based on when the asset will actually hit the market. Data suggests that …
AI is dead again. someone should tell the power grid.
Chip stocks can pull back and the physical buildout can still keep moving. SK Hynix just raised about $26.5B in its U.S. ADR listing, while Reuters noted the debut came after a recent pullback in semiconductor stocks. That is a pretty clean reminder that the AI stock trade and the …
AI keeps raising money. Copper still has to come out of the ground.
Wall Street just found about $26.5B for another AI trade. SK Hynix completed the largest foreign U.S. listing, even while people keep debating whether the AI cycle is getting crowded. That makes me think about the physical side instead of the software side. More chips still mean more data centers, …
AI Agents Now Have a New Internet Court to Settle Disputes
Holy 😧
Wendy’s new dedicated subreddit!
I've been following WEN / Wendy's for a while, and one issue I keep running into is that it rarely gets consistent, focused discussion in the larger investing communities. Most big manipulated subs (wbs) either: Filter it our Or Ban it completely Because of that, I created a dedicated subreddit …
China successfully launches and lands a reusable rocket and is positioned to manufacture reusable orbital rockets 20 times faster than Elon Musk because they control the underlying copper infrastructure.
**The thing about the race between Elon Musk and China to scale reusable orbital rockets is that we like to think of it as a software problem.** We treat it like an intellectual competition over who has the best code, the sharpest engineers, or the most aggressive venture capital. But …
36-Year Hostage Situation? No. A 36-Month Financial Siege.
My Portfolio vs S&P 500 (Last 3 Weeks)
My portfolio is up +8.84% over the last 3 weeks vs +1.66% for the S&P 500 (though the S&P caught up a bit this week). It feels like money is finally rotating into my sectors. What do you think guys? Is this just a short-term lucky streak, or are we …