I think we’re going to see a strong pivot to Solana soon.

Shipped the biggest update to Lekiresearch.com so far. The problem: My deep dives and research notes are long. Useful, but if you just want to know how a company's financials or what the bear case is, you're digging through pages to find it. The fix, live now for subscribers: Ask AI: type any question and get an answer grounded in the deep dives, using Anthropic's models Simple Search: find any ticker, metric or theme across the whole library in seconds Answers come from my actual research, with the source deep dive so you can read the full context. Every new deep dive gets added automatically, so the library only gets more useful over time. I am continuously finding ways to improve the website and I truly am proud of what I have created here since 3 weeks ago. Thank you to all my subscribers! Please go and try it out :)

New $LMND interview with Tim Bixby. He can see the growth rate getting to the 40-45% range.

It’s taken nearly a full year of my life - First $LMND, soon everything else. I’ve finally launched IronicApe - not another data provider but what will become (overtime) the world’s leading digital analyst, 100x cheaper and 100x faster. I built it around a simple belief: data is only useful when you understand the context, the source, the business and why the number matters. It brings together narrated earnings updates, company “stories”, operating performance, ownership, fundamentals, market sentiment, technical analysis, valuation, SEC filings, source checks, point-in-time backtesting, community research and Cortex - our map of the drivers and dependencies behind a business… a business is not GAAP accounting, everything connects to everything else and every reaction has an equal and opposite reaction. The walk-forward Machine learning model moves through history one reporting period at a time, using only information available at that point (blind) - It forecasts, compares the result with what actually happened and learns which signals deserve more weight - without quietly learning from the future. It tests possible causal relationships; it doesn’t pretend correlation is proof. I’ve tried my best to make everything understandable for retail investors while retaining enough technical depth, granular analysis and transparent evidence to be useful to leading analysts, all financial data is deterministically retrieved and source backed. Portfolio management (that’s actually useful), a company screener and a much more comprehensive Learning Academy are coming soon… IronicApe is meant for all investors no matter their age, background, education or experience - longer term it will help take a first time investor from understanding the terminology most with years of experience just know, what is revenue or gross margin all the way to complex MBA level knowledge and beyond. For now, please go forth and try it. Find every bug, missing feature, confusing explanation, bad assumption and change you think it needs. Honest feedback is very welcome! If you read this far, fair play! There’s also 10 hidden @PaperBagInvest hidden around the app. I had Ai place them, even I don’t know where they all are, I’ve only managed to find 5 so far! 😅 Together, we can overtime level the playing field with Wall street and democratise financial analysis. I turned down a 7 figure investment to build this for the retail community. It’s not perfect, nothing is - but my commitment to you all is to never stop pushing the boundary of what’s possible.. to iterative, innovate and strive to win together!! And while it’s not perfect, I can tell you this for free… it’s a fu*k load better than Book value per share!!! 🍋 It has real cost to maintain - I’m not yet eligible to monetise from X and I really DON’T want to charge for this. So if you find value in it, please like, share and follow. I also appreciate I post a lot of stuff that people may not want to follow to get access, so I’ll be adding a non follower paid subscription and free ad’s plan soon. For now, when you link your X account it checks follower status to unlock content, it uses the least access x provides to check follower status - I don’t even get your email. Apes Stronger Together! ironic-ape.com⁠

Now that you sold Palantir (because it is overvalued!) it proceeded to rip 50% in 3 days. Substack subscribers knew all along that fair value is no way to look at $PLTR. As long as $PLTR is under $500 it is undervalued. We thank you for your sacrifice.

Long term thesis unchanged. ✅ After digesting the Q2 earnings report and all the commentary, my conclusion is simple: everything is still on track. I understand why the market punished $LMND for guiding toward flat OpEx growth when, in reality, some costs simply cannot stay flat. On the other hand, metrics like LAE are improving ahead of schedule and ahead of expectations. After watching @PaperBagInvest's video, I also have a much better understanding of the SBC discussion and why it matters. Patience is the key here. In a few years, we'll probably have forgotten about these issues because they are largely a byproduct of focusing too much on QoQ and YoY fluctuations.

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A very material catalyst came about for Western supply chains from $AAOI, $SIVE / Jabil, to $LITE and Coherent: The Trump administration is drafting a ban of new Chinese optical transceivers and DC devices. Which would likely hit China’s Innolight, Eoptolink, and other Chinese optical interconnect supply chains. "The agency would ban all imports of new transceiver models ​and then exempt many ⁠non-Chinese suppliers from the restrictions" We'll likely see a larger bifurcation of supply chains with even greater importance put on Western players.

It is simply a matter of time before $PLTR becomes a $3T company.