Posts
Bet on ASML
Its irreplaceable monopoly position, combined with the surge in downstream demand in the AI era, gives it a dual advantage that makes it a prime investment for reaping the long-term benefits of AI. Wish me luck
Before everyone writes off Lucid, let's stick to the facts.
The market absolutely punished LCID today over bankruptcy rumors, but it's worth looking at what actually happened. Lucid has now publicly stated that the bankruptcy rumors are **"completely false."** The company said AlixPartners was hired to improve operational efficiency—not to recommend Chapter 11—and that no special board committee has been …
The mine of the future might look like one giant sensor.
Modern mines have some disconnect. The hardware is already there. Cameras on haul roads. Drones doing survey flights. GPS on every truck. Thermal imaging. Conveyor monitors. Stockpile cameras. The site is already covered in devices that capture information. It just doesn't get read together. This public company is now working …
found the best trading record in congress, an 87% win rate over 118 trades, and the guy just resurfaced to buy SpaceX on IPO day
I've been scoring every member of Congress by how their disclosed trades actually played out, and one guy blows the rest away. John James (R-MI): 118 closed trades, 87% winners, roughly +22% average per trade. The members with a real sample size average about 57%, so it isn't a bull …
Go down!!!!! DOWN DOWN DOWN
The Best Use of AI in Mining Might Be Much Simpler Than Robots
Hi reddit team! Small problems are easier and cheaper to handle when they're caught early. Computer vision can help by analyzing visual data continuously and alerting teams when something unusual happens. It's not about replacing people - it's about reducing the time between an event and a response. When people …
⚡MORNING WATCHLIST⚡
$LHAI Entry above: $1.31 🎯 $1.45/$1.55 🛑 $1.22 $CNEY Entry above: $.65 🎯 $.72/$.80 🛑 $.62 $SHPH Entry above: $4.54 🎯 $5.00/$5.50 🛑 $4.38 $ARBE Entry above: $.87 🎯 $.93/$.98 🛑 $.84 Note: These are trade ideas based on break-out levels, once they hit entry & start moving up, consider …
Emotional rollercoaster... Love it.
Feel like I'm decently diversified, biotech, AI infrastructure/chips, drones, space... And its such a roller coaster. When one sector is flying, another is falling... Really makes it hard not to go all in on one area ... Especially since this is mostly a FAFO account. What are we thinking is …
Happy Taco Tuesday everyone!
Rethinking the team evaluation in junior exploration
The standard checklist for evaluating junior miners almost always centers on two things: the quality of the geological team and the capital-raising track record of the executives. While these metrics remain foundational, the entry of advanced technical systems into the exploration workflow suggests that the standard evaluation framework might be …