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Daily Crypto Discussion - June 29, 2026
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CLARITY Act Faces 50-50 Odds as Community Banks Step Up Opposition
CLARITY Act Faces 50-50 Odds as Community Banks Step Up Opposition
CLARITY Act Faces 50-50 Odds as Community Banks Step Up Opposition
Published a Comcast DCF last week with sum-of-parts spinoff scenario at $55-75. This morning they announced the NBCUniversal spinoff. Full methodology below.
Background: I run a Substack where I pull 16 years of SEC XBRL data on roughly 1,700 tickers and build true FCF screens — operating cash flow minus CapEx minus SBC. Last week I published a detailed DCF on Comcast. This morning they announced the NBCUniversal spinoff. The stock is …
As stable as my portfolio
Memory Trio Samsung, SK Hynix & Micron Face Class Action Lawsuit As Prices Reach Historical High Due To Shortages
Last week I published a bear case DCF on Comcast with a "dream scenario" of an NBCUniversal spinoff at $55-75 per share. This morning they announced it. Stock is up 20% premarket. Here's the original math.
Last week I ran a bear case DCF on Comcast using normalized FCF of $16B, assumed 3% annual decline for 12 straight years, 10% discount rate, and explicitly stripped $89B in net debt from the terminal value. Bear case fair value: $30-38 per share against a $22 price. At the …
RZLV Rezolve AI NASDAQ CTB 180%. Low shares Count available to borrow, company setting up a $300 million buyback scheme to shrink the float. 45 million shares short currently. AGM Tomorrow and the last day of H1 !
The stock has been hammered down from over $8 a share since Fuzzy Panda shorted the stock with a catalogue of vague stories about the company and CEO. Since then the revenue has grown from $46 million total in 2025. to $60 million revenue in the 1st quarter of 2026. …
Rally into July 44th and July 17th, Q3 20% market correction, October melt up.
The guy who runs the best-performing portfolio on Substack posted on June 7 that a 20% stock market correction is imminent due to the yen carry trade playing out. He also called the Iran/US peace agreement (MOU) that weekend before it happened, along with an SPX range through July OPEX. …