Posts
$FLY me to the moon (yet again)...and right into the Pentagon's budget and beyond
[In for $37k dollarydoos](https://preview.redd.it/kl6o5pxbeobg1.jpg?width=1080&format=pjpg&auto=webp&s=466014fb9f0e58a026a2ae376aed7a9dbd5294fc) The biggest asymmetric bet in the upcoming Space hype cycle of 2026/7 is staring you in the face. That said, I appreciate reading more than 100 words, or words at all, can be cognitively difficult for many here, but let's give it a go **Firefly isn't …
What Venezuela means for Gold
Venezuela was actively brokering deals to sell oil to BRICS nations. BRICS being a huge part of the recent spike in gold prices and in the process of developing a gold backed alternative to the US petrodollar/USD (the "unit"). The damage these deals would have done to a dollar already …
Nvidia launches Vera Rubin AI platform at CES 2026, claims 4x fewer GPUs needed vs Blackwell and 10x lower inference token costs
Source: [https://finance.yahoo.com/news/nvidia-launches-vera-rubin-its-next-major-ai-platform-at-ces-2026-230045205.html](https://finance.yahoo.com/news/nvidia-launches-vera-rubin-its-next-major-ai-platform-at-ces-2026-230045205.html) >AI powerhouse Nvidia (NVDA) announced the launch of its next-generation Vera Rubin superchip at CES 2026 on Monday in Las Vegas. One of six chips that make up what Nvidia is now calling its Rubin platform, Vera Rubin combines one Vera CPU and two Rubin GPUs in a …
SPY degeneracy
Broker gave me a rebate for all my ~~gambling~~ hard work in December. To celebrate I put it all into SPY calls today. What could possibly go wrong?
The "Taco Supreme" Thesis
The S&P 500 has been sleepwalking for exactly 69 days (since the Oct 28 peak). The bears think it's exhausted. The bulls are confused. I’m neither. I sold my OG Taco Trade in October when China signed. I just rolled the gains betting on the Taco Supreme. Position: 250x SPY …
big day for tomorrow boys.. im a regard i know this.
either i can get out of this trade or down more than 11 percent
$MBLY TO THE MOON BABY 🤑🚀
🚀 $MBLY — Mobileye isn’t a vapor-tech hype play, it’s a real world tech supplier whose chips are literally going into millions of cars. Yesterday Mobileye announced a massive deal with a top-10 U.S. automaker (name undisclosed for competitive reasons), who will adopt Mobileye EyeQ6H-based Surround ADAS as standard on …
📓 KRMN: The Secret Defense Contractor Hidden in America’s Missile Boom
While most defense attention flows to prime contractors and headline platforms *(think Lockheed Martin, Raytheon Technologies, Northrop Grumman)*, a quieter layer of the supply chain has been expanding beneath the surface. In other words, the smaller suppliers for those prime contractors. **Karman Holdings** (**$KRMN**) is a small-cap defense and aerospace …
Yolo’d 14k but value investing style
Put premiums are elevated given lower rates so it’s perfect time to sell some puts to wsb bros. Stock selections: KMB is really really cheap PEP is a little cheap MSFT isn’t value investing cheap but it’s certainly buyable at the current price + technical set up isn’t bad.
Yolo’d 14k but value investing style
Put premiums are elevated given lower rates so it’s perfect time to sell some puts to wsb bros. Stock selections: KMB is really really cheap PEP is a little cheap MSFT isn’t value investing cheap but it’s certainly buyable at the current price + technical set up isn’t bad.