Posts
End of week? Friday?
Trump Cancels Attacks on Iran
ADBE: Wall Street thinks AI is coming for Adobe’s lunch. I think Adobe already put it behind a paywall and called it dinner.
I’m long ADBE because the market is reading AI backwards. The bear case: AI makes creative work easier, so Adobe dies. I think that misses the point. Adobe’s issue was never demand. Photoshop, Illustrator, Premiere, Acrobat, and Creative Cloud are industry standard tools. The issue was usability. A normal person …
SpaceX going bonkers tomorrow
Iran threatens to attack Elon Musk's SpaceX and Starlink facilities in Middle East & warns assets are 'military targets'
NVDA is my future
I simply cannot believe that company growing revenue \~80% within a year is so undervalued. I am addicted to gambling so I threw margin at Nvidia shares and call spreads totalling 1.8x leverage including other positions in my account, but Nvidia is the biggest one. Also since I bought a …
Yea, this is definitely Mooning tomorrow. Get ready boys!
“Individual investors alone requested well over $70 billion worth of SpaceX shares, the people familiar with the matter said. The company also received orders from sovereign-wealth funds and family offices, including an over $1 billion request from a single family-office investor, other people said.”
Warren Buffett's Market Indicator Tops 232.1% as US Stocks Trade at Extreme Valuations
SUPER EL NIÑO IS COMING FOR COCOA : chocolate beans may be the trade nobody is watching
Not financial advice. I am long cocoa via a 2x leveraged cocoa ETC, so yes, I am biased. Posting this so people can challenge the thesis. The basic idea: **cocoa crashed hard from the extreme 2024/25 highs, but the market may now be underpricing 2026/27 West Africa supply risk just …
U.S. DOE Approves PDSA for OKLO’s Aurora Powerhouse at Idaho National Laboratory
Press Release notes below. Oklo announced that the U.S. Department of Energy’s (DOE’s) Idaho Operations Office has approved the Preliminary Documented Safety Analysis (PDSA) for Oklo’s Aurora powerhouse at Idaho National Laboratory (INL) under DOE’s Reactor Pilot Program (RPP). The PDSA is a major step under DOE’s RPP authorization pathway …