Posts
Oil is mispriced - ignore headlines and look at fundamentals
Much attention has been giving to Trump's recent build up in Iran, pushing up oil to nearly $70/b. This is an overreaction as it ignores Trump's typical playbook, near term geopolitical headwinds, and the fundamental change in oil producing nations. **Iran - a classic example of the TACO trade** I …
Silver- A case for a mechanical correction happening faster than you think
Hey all, Notably, there have been expectations the past few weeks or so with COMEX registered bullion being unable to meet deliveries this month, thus causing a run on the exchange and plummeting the price of the paper. Clive Thompson has talked about this at length; he's a former Swiss …
Need another AMD Miracle
Bought back in and already regret it
Sam Altman: Tonight, we reached an agreement with the Department of War to deploy our models in their classified network.
SoundHound AI Stock Gains as Q4 Revenue Tops Estimates, EPS Loss Narrows
CIEN 209k Short Yolo
DD: 1.5% net margins , 401 P/E, 10.5x P/S, 18.2x P/B, 21% reduction in held inventory with high turnover so they are sensitive to inflation ppi came in +0.8% this morning, huge insider selling on the way up 20-50% from CEO, director, and SVPs with 0 buying. My only concern …