Posts
$FUTU Play ($30k in) Buying the Dip
We all know what happened. [https://www.reddit.com/r/wallstreetbets/comments/1tkeh1f/china\_securities\_regulatory\_commission\_will/](https://www.reddit.com/r/wallstreetbets/comments/1tkeh1f/china_securities_regulatory_commission_will/) CSRC is fining $FUTU for allowing existing (accounts prior to 2023) mainland Chinese investors trade US stocks. Those profits are going to be gone and some fine. But here's the thing. CSRC is not randomly punishing. $FUTU was warned back in 2022. And CSRC …
Kevin Warsh sworn in as Fed chair
KEEL INFRASTRUCTURE - The next Leopold 100x $KEEL
I'll keep it simple for you regards: Leopold Aschenbrenner just tripled his stake in $KEEL. 7 mil shares to 21 mil shares. Electricity is the new oil. $KEEL has massive liquidity right now with over 600 mil in the bank, their backlog has been skyrocketing, IN LEOPOLD WE TRUST. Position: …
JPM boss lady Hajdini counter sues banker Rana for defamation and ruining her life. Also her role is at JPM is "VP of leveraged finance".
$XOVR for SpaceX exposure
As we're all looking at the incoming SpaceX IPO, I can't convince myself to buy into DXYZ or VCX due to the fact that they are trading so far from their NAV. I found XOVR, an etf with about 23% SpaceX exposure and who's trading currently at about its NAV. …
Kevin Warsh has just been sworn in as the chairman of the Fed (Watch)
https://www.youtube.com/live/QVU9AJNANoU?si=jF6QOiuch74XkYUM
$HPQ - COMPUTER / HARDWARE STOCKS ARE NEXT
I read few weeks ago that computer / hardware stocks could be the next to pump. DELL alrdy had a massive run up so I went all in on $HPQ instead. Holding through earnings next week. AI PC upgrade cycle story. Lenovo just went +20% on their earnings last night. …
Next Semi Trade: $TTMI
Going long on TTM Technologies ($TTMI) Nvidia put out their new Bill of Goods for the Blackwell and updated costs their next Vera Rubin GPU rack. You can see the breakdown of the various components in the article or table here. You will see the huge increases in cost really …
[DD] STCK vs DXYZ: Why I Went With Stack Capital for SpaceX Exposure
With SpaceX targeting a June IPO at a $1.75-2 trillion valuation, DXYZ has become the default choice for a lot of people looking for pre-IPO exposure. I spent some time comparing the two, and the numbers ultimately convinced me to buy STCK (Stack Capital) instead. Here’s a quick comparison: | …
The bottom is almost in DD: our American ATM in Asia
DD: We are a loose coalition of women across Manila, Ho Chi Minh, and Thailand who, during the pandemic, discovered a very important macroeconomic indicator: one lonely American guy with WiFi, a superiority complex, and no local friends. During lockdown, tourism dried up, bars closed, jobs vanished, and foreign men …