Posts
The Great Oil Wring of 2026
Position: Long Oil, WTI especially. As we all know, last week some insider shorted $720 million in oil futures. This guy has done it multiple times in the recent past, including $580 million before Maduro's capture. But last week, this guy had received some bad info from daddy, and he …
CNBC Media Alert: President Donald Trump to Speak with CNBC’s “Squawk Box” Live at 8:30am ET
My mom's retirement money all in on SPXL
YOLO on this site. My current RDDT holdings 4/20/26, 309 shares with an average cost basis of ~$147
I sold a lot of my older shares (not included in this post). Maybe I’ll calculate my realized gains and losses at some point. Yeah 4 accounts, I feel like I gotta explain why lol. 1) Had to open an E\*Trade to get RDDT before IPO. Was allocated a ton …
Betting on TSLA for earnings
Bought some long calls on TSLA, might buy another 20 of them tomorrow. Hoping for one of those famous TSLA runs to the mid $400s. Think there's a shot? https://preview.redd.it/h01qykvaqgwg1.png?width=2110&format=png&auto=webp&s=f04b1caf18ceace8af5be59977d5bf35211b9585
Amazon + Anthropic 5GW compute + $100B spend contract
[Main Article](https://www.anthropic.com/news/anthropic-amazon-compute) [Main article 2](https://www.aboutamazon.com/news/company-news/amazon-invests-additional-5-billion-anthropic-ai) **Amazon is going to own even more of Anthropic now.** This alone was enough for me to want more Amazon. But also a $100B contract. Palantir shoots up billions in market cap on contracts more than 1000x smaller. I figure if an Anthropic blog post …
USAR is the hottest stock to buy
1. Wedbush announces price target of $29, before knowledge of Serra Verde deal. 2. Awaiting final ink on CHIPS deal. 3. PIPE Investment at $21. 4. All operations capability doubt removed with acquisition of Serra Verde which included RE metal price floors. 5. Forecasted $1.8B in EBITDA by 2028 (it …
$BNTX YOLO – Betting $120k that cancer gets cured in the next few years
I actually spent years in the biotech trenches, and I'm telling you right now: BioNTech combining bispecific antibodies with their mRNA cancer shots is the closest thing to a holy grail we've seen in a decade. Or that's at least what I, and most researchers took away from the Annual …
USA Rare Earth buys Brazil's Serra Verde for $2.8 billion, extending takeover spree
Serra Verde is mostly the only rare earth miner in Brazil. Brazil has the second largest rare earth deposit on earth. Serra Verde’s Pela Ema mine in Brazil. Credit: Serra Verde USA Rare Earth (Nasdaq: USAR) plans to acquire Brazilian rare earths producer Serra Verde Group for a total value …