Posts
BNTX ASCO 2026 DD
Fellow degenerates, while everyone is gambling on AI hardware, the market is completely mispricing a $24 billion biotech sitting on an $18 billion cash pile. I am talking about BioNTech (BNTX). Yes, the company that made the COVID 19 vaccine and saved your grandmother. They just dropped absolute nuke data …
21% of US adults are functionally illiterate
That means there’s nearly \*60 million\* mouth breathers with money to blow who have a tough time telling the difference between an e and an x. Do with that information what you will. Positions: half calls half shares Details are on the website
Oh my god, they haven’t figured it out yet.
Just highlighting a long term stock I love
How is Apple not part of the conversation?
Did Apple miss the AI wave? Fuck software, I am talking about hardware! Unified memory for the win. There is an extremely high markup on their best-binned and biggest chips for Macs and SKUs with most RAM. And they are sold out for MONTHS. This just adds to the core …
Who will succeed in making Nvidia falter the most, the new tech challenge since mid-2026.
Should I buy the dip on Monday? Take in account the Paradigm Shift of June 2026. On April 6, Broadcom filed an 8-K with the SEC—the kind of routine regulatory document most people skip past. But this one contained something remarkable: a new five-year agreement with Google to develop and …
The MP/Intel setup is here again and you are all too busy pumping SPCE to notice. $CLF and $WOLF DD
Yesterday I posted a DD on the product and demand side of the $WOLF trade. Today I will clarify the other and even more compelling angle which we have seen play out way to many times already in the last 2 years. About a month ago, the prez invoked Section …
SPCE gains related to people buying the wrong stock for SpaceX are getting overplayed
The main idea behind this hypothesis is that people are stupid and will buy SPCE (Virgin Galactic) because it’s name is similar to SpaceX. People cite retail investors/gamblers buying ZOOM (Zoom Technologies former ticker) instead of ZM (Zoom Communications, the company you’ve heard of) at IPO. I used Robinhood for …
Eurizon Capital SGR S.p.A. Takes $21.27 Million Position in Alibaba Group Holding Limited $BABA
DD: The SpaceX IPO Is the Largest Controlled Demolition in Financial History
Listen up, this is a wild one but stay with me, Everyone keeps asking why SpaceX needs a $2T valuation. Wrong question regards. It’s not ‘Why is SpaceX worth $2T?’ It’s ‘Why does Elon need every ETF on Earth trapped in the same trade?’ Freedom Cities are moving too slowly. …