Mateo

Zuck always finds a way to monetize, and Zuck always finds a way to win $meta Under 600 is free cash

Slowly starting to deploy cash here $DRAM / $MU what else should I buy?

We have some difficult news to share. Unfortunately, one of our shipping providers has experienced a data breach that exposed sensitive order data. This affects new customers in the US, UK, Sweden, Colombia, Brazil, Italy, and Portugal who received an order within the 90 days prior to August 8th, 2026. The data exposed: - Full names - Shipping addresses - Phone numbers - Email addresses The incident affects 11,742 customers with full exposure (name, email, phone number, shipping address) and 1,947 customers with partial exposure (name, city, email). The breach is limited due to Trezor’s strict 90-day data storage policy (we were also able to negotiate the same terms with fulfillment partners, who follow the same policy). All affected customers have been contacted separately by email. Our systems and devices remain secure, but affected customers could experience an increase in phishing attempts. NEVER enter your wallet backup on a website or share it with anyone, and only check for updates on official Trezor channels. We are deeply sorry to the community and those affected. We are investigating this situation and will post updates on our blog: trezor.io/blog/news/recent-c…

CT can actually be quite great if you just interact with good ppl and don't touch memecoins

Ivy league grads when they realize their plumber is clearing $250k-$300k/year with no college debt or unpaid internships.

𝗥𝗲𝗮𝗱 𝘁𝗵𝗶𝘀 𝗰𝗮𝗿𝗲𝗳𝘂𝗹𝗹𝘆. If you truly understand it, it is worth more than a hundred finance books. When people ask me which investment books they should read, I usually tell them that investment books are not nearly as important as learning logic. Of course, you need a good understanding of finance, accounting, valuation, options and momentum. But the most important skill is learning how to think clearly. You can study logic through Stoicism, Buddhism or philosophy. Logic applies to every situation. It is not case-sensitive. Let me give you five examples from this year. I had other investments that produced even higher returns, including several biotech positions, but these five were special because the logic behind them was relatively simple. The equity recommendations all generated, or at some point were up, close to 100%, while the options trades returned hundreds(oil, short $UVXY ), if not thousands, of percent. The first was $ZIM. The stock was trading at around $13, close to half its cash value. Then news came out that the CEO was interested in buying the company, yet the stock continued to trade at a massive discount. After analyzing the assets, which I did on your behalf so you did not have to, it became clear that the market was assigning almost no value to the actual business. The company’s cash and assets provided meaningful downside protection, while the upside could be substantial if the market eventually recognized their value. This is what is known as a margin of safety. I felt comfortable building a large position because I was not relying on a heroic forecast. I was relying on assets that already existed. The second was $STAA. The company was trading at around $17 after a proposed buyout at approximately $30.70 had failed. The hedge funds that owned a large part of the company rejected the offer. When you read their letter, it was clear that they believed the business could eventually be sold at a much higher price. At the same time, the company appeared to be near the bottom of its business cycle. The logic was simple. The stock was trading at almost half the value of a rejected offer, while the largest shareholders believed that offer significantly undervalued the company. Once again, I presented all the relevant information. You did not need to be an expert in the medical-device industry. You only needed to connect the dots. The third was $WGS. Am I an expert in genomics? No. Almost nobody is. But the two hedge fund managers who brought $WGS public understand the company extremely well. After the stock fell following earnings, management clearly explained what had happened. Exome testing examines mainly the protein-coding regions of the genes, while genome testing examines almost the entire genetic code and is therefore a more comprehensive test. Yet genome testing was being reimbursed at a worse rate than exome testing. That did not make economic sense, and it was reasonable to believe that the situation would eventually stabilize. More importantly, the investors who knew the company best bought heavily after the decline. You did not need to become a genomics expert overnight. You needed to understand the facts, recognize who possessed the most knowledge and observe what they were doing with their own money. The fourth example was shorting $UVXY after volatility spikes. You do not need an extremely complicated model to understand that panic eventually fades. $UVXY can rise dramatically when volatility explodes, but over a longer period, markets eventually calm down and the product begins losing value again. The timing is never perfectly predictable, and the position still needs to be managed carefully, but the underlying logic is straightforward. Fear is temporary, while the structure of the product works against anyone who holds it for too long. Part 2 below.

BREAKING: The stock market Fear & Greed Index has just entered "greed"