Posts
CAVA and the shit sandwich you will eat when SPCX shares unlock (and the price pops)
Hey it’s yer boy who lost thousands shorting a dumbass sandwich shop in 2023, here to point out why shorting SPCX before the lockup ends is a bad idea (in the short term) The CAVA setup was similar to SPCX. In late 2023 the invisible hand of the market was …
AMZN earnings play
I figured after MSFT beat earnings with cloud AMZN was a fairly easy play. AWS was going to beat and the other segments growing that they are in now aside from everything I buy online just means they know how to make money. Calls it is and some shares because …
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I feel bad for our Korean collateral damage colleagues… Leopold only barely makes the top 3
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Thoughts on Leopold going tits up - big lesson in this
As someone who has been invested in a handful of Leopold investments before he came onto the scene, want to share my thoughts on what I believe happened here. Leopold is obviously a brilliant mind and was able to identify a lot of these themes/trends before almost everyone else. But …
DD: Ramaco and rare earths
INTRO My position: Long METC (2400 shares) / METCB (700 shares) Ramaco (METC, METCB) is trying to build first rare earth element (REE) mining and processing operation to come online in the United States since the 1950s. This is a stock that shot up $57 per share in the REE …
Recap of hyperscaler capex plans
\- Google: Increased FY '26 to $195 - $205b, up from $180 - $190b. Significant increase in FY '27 \- Meta: Increased FY '26 to $130 - $145b, up from $125 - $145b \- Microsoft: "Decreased" FY '26 to $175b, "down" from $190b. $15b decrease due to accounting gimmick from …
Buying the APPLE dip might not be a pro move.
Reposting an amalgamation of a few comments I made a while back, because I’m petty. I mentioned staying the fuck away from AAPL and my comment got downvoted into obscurity. I hope the people who did so know that their tears (and Call premiums) are fueling my put gains. Even …