$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.

Taking the opportunity to initiate a new position today.

$NBIS people about to fomo back in. I have no horse in the race, but people love chasing these names.

Space stocks are back? $HAWK $ASTS

Nvm. It is live now.

Healthcare article comes out tomorrow. Featuring my favorite commercial stage companies. The idea is to find some stocks that may do well in case of a continued rate hike cycle. All the mentioned companies have little to no debt and generate a lot of free cash flows. Also buying back stock at an increased rate.

I’m about to open $EWZ shorts overnight

Brazil’s presidential elections are set to take place on Sunday. The question is: is it priced in?

$HAWK with another successful launch. Cluster 16 online. 51 total satellites now.

Run so good he thinks he’s chief keef now lmfao

How is the Nasdaq down almost 3% today !? Did anything happen?

$TMDX should’ve announced their earnings date already. Maybe they announce today after close.

Am I crazy or there’s accounts here who used to talk about stocks posting about dating advice?!

$LRCX earnings will be telling today. Probably the one I’ll be tuning into first. What other calls are people looking forward to today?

I love earnings season

$ISRG almost a complete reversal lol sometimes it’s that easy

Great point. Boards get away with way too much due to the passive shareholder bases.

Substack next article will feature some healthcare/biotech/medtech names I find compelling. I think sector has potential in the coming quarters.

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.

If only $HOOD had access to OTC stocks..

It appears Elon has saved the AI infra trade and the “so over phase” lasted 2 weeks