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How do you feel about SLS?
Been spiking big lately. Buy more in? Or take the $100 and leave?
4pm WTF lol
Was holding puts and actually down. Was up on the day though. Then I got lucky and was actually in the app and along came a green dildo! Sold immediately! Then SPY shot up again. wtf lol
I’m a Sailor he’s a Saylor!
Bought at 52 week low. BTC rebounds in the next couple years I’m golden! Adding more on the dips!
Selling UNH at 31x P/E to rotate into beaten-down quality tech/software?
Hi everyone, I’m up 45% on UNH with an entry price of $298 . At the current $427, it trades near 31x P/E, well above its historical 18x-22x mean. Given its massive size and recurring regulatory risks, I feel the upside is capped and downside risk is high at this …
Cosmos Health ($COSM)
$COSM is starting to look like a company that is actually building momentum behind the scenes. Cosmos Health is not just sitting still. The company reported stronger Q1 2026 revenue, reduced total liabilities, improved stockholders’ equity, and continues to expand across multiple healthcare segments. That matters because it shows the …
noticed 20 genomics/sequencing stocks all breaking out the same week. can't tell if it's a real rotation or I'm just pattern-matching noise
So I run a screen across 2800 nasdaq names, returns over a few horizons, distance from 52w highs, relative volume, dispersion, that kind of stuff. mostly to keep myself honest on the macro instead of trading off headlines. been doing it daily for a while now. this week one thing …
Closed frontiers vs. Open source. How can the IPO's be justified by investors pouring in billions?
if a Chinese Al companv can builc a comparable model on a fraction of the capex - and then open-source it - how exactly does a US company burning $10B+ iustifv the IPO valuation? The model becomes a commodity the moment it's replicated cheaply. OpenAl and Anthropic may be building …
Can the Pretzel Bacon Pub Burger save Wendy’s?
In Unknown Market Wizards, Chris Camillo made a lot of money betting on call options when Wendy’s when the original pretzel bacon cheeseburger came out in 2013. This one burger was such a hit it actually moved the stock. And guess what burger they are bringing back in August 2026?
I ain’t selling until MU is 2000. Today dip don’t scared me.
MU will be an easy 2K stock by end of this year. Is literally free money. Can you guys guess when in my graph I discovered MU?
Help with Bloomberg function please!
Hi, I am running into a problem and I wanted to see if the experts online could help me! The problem: I want to see top ownership of AAPL. Let's say Fidelity manages portfolios with AAPL in it and one of the Fidelity portfolios is owned by CALPERS (big pension …