Posts
BAH, LDOS, BWXT, PSN, AVAV - Defence contractor research.
I’ve been tracking Congressional STOCK Act filings, executive branch OGE Form 278-T disclosures, [USASpending.gov](http://USASpending.gov) contract awards, institutional ETF flows. All public data. The idea is to spot trends in the data and then research the tickers that are coming up. I’ve been avoiding large cap defence stock as past back …
Airbnb CFO (and Netflix board member) covering up clandestine fentanyl labs
There’s plenty of evidence, and in a really bizarre twist of fate, she lied to me directly after I begged Airbnb for assistance for months. www.yoyodub.com The evidence is hardcore. She personally put me through hell living in a trap house after I came back from the first time I …
Up 15% after my first year investing, but this past month has me second guessing everything
Been investing for about a year, up 15%, but this last month has been rough. What’s going on? I’ve been slowly putting money into the market over the past year instead of going all in at once. I’m still up around 15% overall, so I know I’m not exactly in …
Trump says ‘I love the inflation’ after consumer price index hits 3-year high
Source: [CNBC](https://www.cnbc.com/2026/06/10/trump-inflation-cpi-iran-oil.html) The number one thing he was re-elected for, and he says he loves how high the inflation currently is? While also wanting to cut rates? >“You know what I really love? I love the inflation. You know why?” Trump said. “Because as soon as this war is over, …
Hedge Fund favorite trade long Semis short software is blowing up- I am buying the cheapest software I found
**Note**: **I have a sizable position in ZoomInfo (GTM) and buying every day. Its a very big portion of my net worth, so I am biased. Do your own work. Think the stock will be at $7-$10/sh vs. $2.75 today.** At $2.75/sh you're at $880m Mcap $1.3 debt + $170m …
NKTX Nkarta, Inc. - Conviction Play for Autoimmune Treatment
NKARTA has become an intriguing speculative investment for me because the company is developing natural killer (NK) cell therapies that could offer advantages over traditional cell therapies in terms of safety, scalability, and accessibility. While many biotechnology companies remain focused on crowded areas of oncology, NKARTA is pursuing a differentiated …
If mass cash burning SpaceX valued more than giant cash printer Meta, I certainly live in simulation as Musk insists
Meta has been printing net billions for a decade, gives away LLM models and have multi year ad contracts with virtually majority of large and mid size companies outside of China and couple other countries. this is real power moat. current valuation is under 1.5T And now we have upcoming …
Could SpaceX "catch-up" to its own valuation if it raises enough capital from the IPO?
Seems like there is a consensus that SpaceX is overvalued. But if it issues the shares, at an insane valuation, and uses that cash to fund its own research, could it get a good ROI on that investment? I'm probably gonna put around 3% of my portfolio into them just …
sodium ion batteries and byd and CATL
i have been doing a lot of research in this idea. Right now i do not think there will be a war in Tawain, as anyone in supply chain or business knows china has been threatening that for the last ten years. I think China did see how well Russia …
NEXT vs VG, Which is Better Long Term?
Which of these liquid natural gas companies do you think will experience more growth in the long term? Besides nuclear energy, I think LNG could be a huge market in the upcoming years. Both of these companies are positioned to do well. That said, NEXT is still not producing anything …