Posts
Praying for a dip so I can buy in cheap in SPCE
But it’s already up 25% pre-market 🥲
Michael Burry Calls Elon Musk-Nvidia AI Deal 'Fugazi' — Warns Retirees of Hidden Risks
Legendary regard in the ISB sub sold land to buy SPCE
My High-Conviction Bet on a Prolonged Global Oil Shortage
My portfolio is first and foremost an aggressive, highly concentrated bet on a prolonged global shortage of oil. Everything else in my book is completely ancillary. I’ve built the portfolio around a high-conviction strategy that completely tunes out speculative tech, space, and AI slop, as well as any other overpriced …
AI revolution is '50x bigger' than the dotcom boom: SoftBank's Masayoshi Son to CNBC
SAP is a coherent complement to SoftwareNow in my portfolio; yet stock price is still lagging behind
I recently added specifically SaaS stocks to my portfolio; just for clarification: I‘m a longterm investor only, so I will continue to hold my positions for example in Defence (e.g. Rheinmetall) or Tech (e.g. Alphabet), Semiconductors (e.g. Micron). The current valuation level makes entering or adding to SaaS stocks attractive …
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$HIMS - The former Netflix CFO just bought $1.2M of stock.
David B. Wells, Director of Hims & Hers, purchased 48,400 shares at $24.23 on May 26 - an open market buy worth $1.2M. His stake increased by 27.5% in a single transaction. Here's what makes this interesting: I went through the complete insider history of $HIMS. The pattern is striking: …
Can i pet that dawwg
This shits so overhyped trading at 602 forward p/e and will come down as soon as Nasdaq shows some weakness. Sep. 18 220$ puts. Send it famm
I think it would be funny if the SpaceX IPO pumped SPCE harder than SpaceX
Imagine… imagine a world where Elon is crying in a corner, forgotten. SPCE is at 1.7 trillion market cap and SPCX is at 0 - absolutely no IPO raised. Richard Branson is establishing a Mars colony for galactic virgins or whatever. All the regards go live there with our bags …