Investor. Opinions my own. Not financial nor any kind of advice.

San Francisco, CA
Joined January 2015
$TBTC is my newest stock idea. Article is live on substack. The company is trading at ~8x TTM P/E and has an under appreciated recurring revenue base with over 70% gross margins. Downside is backed by more than 8m in cash and equivalents at 22m market cap. Bull case requires them to sign new customers, perhaps $BUKS could use their services. If they signed a major casino deal, the sky is the limit. My 12 month PT is: $12 as I expect new management to continue strong sales momentum and operating leverage to kick in.
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Brazil’s presidential elections are set to take place on Sunday. The question is: is it priced in?
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$HAWK with another successful launch. Cluster 16 online. 51 total satellites now.
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Run so good he thinks he’s chief keef now lmfao
Niggas not telling me shit no more. Talkin bout TOGI on a sun run, TOGI top is in Then they wanna say “who’s ur insider????” Ppl doubt me so much that even when I’m winning u can’t believe your eyes Get fucked finx
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How is the Nasdaq down almost 3% today !? Did anything happen?
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$TMDX should’ve announced their earnings date already. Maybe they announce today after close.
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Am I crazy or there’s accounts here who used to talk about stocks posting about dating advice?!
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$LRCX earnings will be telling today. Probably the one I’ll be tuning into first. What other calls are people looking forward to today?
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I love earnings season
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$ISRG almost a complete reversal lol sometimes it’s that easy
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Great point. Boards get away with way too much due to the passive shareholder bases.
🚨 Before this happens, please ensure the default investment option for Trump Accounts is no longer State Street, @elonmusk We’ve watched State Street vote counterproductively in proxies for far too long, and we don’t want your shares ending up under their control.
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Substack next article will feature some healthcare/biotech/medtech names I find compelling. I think sector has potential in the coming quarters.
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I have a feeling people will be fomoing back into $SMH and adjacent stocks tomorrow. $SPCX crushed and claims demand far outpaces supply still. $SMCI crushed, with other major companies reporting this week, maybe sentiment changes.
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If only $HOOD had access to OTC stocks..
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It appears Elon has saved the AI infra trade and the “so over phase” lasted 2 weeks
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$SPCX they having fun with these adjusted numbers lmfao can literally be whatever you want
*SPACEX 3Q ADJ. EBITDA $8.81B, EST. $6.59B *SPACEX 3Q NET INCOME $4.40B, EST. $1.88B
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$ISRG results look good at first glance. Stock down 10%+ after hours. I wonder what KPI is punishing them.
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$TMDX appears that a new kidney care plan has been announced. This program would help companies like $TMDX seeking new kidney treatments.
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Is $VICR a buy here? I like it
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$HAWK cluster 15 successfully deployed
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$SPRS now at $18 million market cap with $14 million cash. ~$8 million gross profit first 9 months of 2026.
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