DVB @DeepVaueBagger
$8M NW | pre-fatFIRE | Peter Lynch 2.0. Long term investor 90%, trade 10%, chasing deep value baggers. Short fiat, long btc. e/acc Bahamas Joined August 2011-
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Interview of ceo of $oscr Mark T. Bertolini. I saw first 5 minutes. Looks very interesting, will need to watch more later. Good leadership makes a huge difference in a company. Maybe there is more than just a meme stock.
Interview of ceo of $oscr Mark T. Bertolini. I saw first 5 minutes. Looks very interesting, will need to watch more later. Good leadership makes a huge difference in a company. Maybe there is more than just a meme stock.
Market is no good. We're catching up on reading & wine... #fatfire
This pullback is big, breaking the $QQQ channel. JPowell needs to take a dovish / cut rate stance asap!
Long term $QQQ channel says we're exactly where we're supposed to be...
Comparing valuations between AI datacenters: $CRWV $NBIS $IREN and $WULF with LTM P/S and forward P/S
My dark horse, $intc At one point this position was down over 70% and just flipped to profitable after President Trump announced intention for govt to invest into $intc and softbank also to invest. Slowly sentiment will improve around Intel.
These are cheap calls if you consider 3-4x potentials. Low downside risk. $bmnr
These are cheap calls if you consider 3-4x potentials. Low downside risk. $bmnr
Great report on $SUI ecosystem. Strong growth!🚀
Recently I looked at $IREN. Now I'm looking $WULF. Two interesting things: 1. $WULF secured the deal while under construction with a Fluidstack, backed by Google. 2. Hyperscale-ready TeraWulf secured Google’s commitment to backstop up to $1.8 billion of Fluidstack’s 10-year…
OpenAI makes it easier to analyze data but they are focused on general purpose. I wouldn't underestimate $PLTR ground work on integrating enterprise data at each of the firms. PLTR can integrate any of these foundation models into their platform.
OpenAI makes it easier to analyze data but they are focused on general purpose. I wouldn't underestimate $PLTR ground work on integrating enterprise data at each of the firms. PLTR can integrate any of these foundation models into their platform.
Dodged another one here $BLSH, down to $63 from its high of $120. Weak day one was a telling sign for low demand. Many people are not familiar with this company.
Dodged another one here $BLSH, down to $63 from its high of $120. Weak day one was a telling sign for low demand. Many people are not familiar with this company. https://t.co/ndNIveKZlG
Nice thread from CEO of $crcl "Major changes take time. Patience + perseverance + partnership can reshape systems once thought unchangeable."
Nice thread from CEO of $crcl "Major changes take time. Patience + perseverance + partnership can reshape systems once thought unchangeable."
My brain is fried after going through everything AI datacenter related including analysis from @Agrippa_Inv, chats with AI, quarterly reports, and industry research. The long term case is not clear to me, with a few conditions. $IREN is a high quality Bitcoin mining company that…
My brain is fried after going through everything AI datacenter related including analysis from @Agrippa_Inv, chats with AI, quarterly reports, and industry research. The long term case is not clear to me, with a few conditions. $IREN is a high quality Bitcoin mining company that…
$IREN above $20 overnight trading. I'm researching $IREN tonight and see if I can reasonably build a good thesis for it. Feel free to share resources, and throw me your best bull or bear arguments.
I build for myself a set of tools to analyze my portfolio. This report segment between option income, side bets (non-core bets), core, and conservative bets. My July performance was especially good... $CRCL $HIMS $HOOD $INTC $FIG $QQQ
My $CRCL thesis is now live on Yahoo Finance's Circle page: finance.yahoo.com/quote/CRCL/ (scroll to bottom to see Featured Community Analysis) Love how they're pushing more on social finance direction.
If I'm reading this correctly, it doesn't make sense to buy $AMD for the same Price per Free Cash Flow, when the margins and ROI is much lower than $NVDA.
If I'm reading this correctly, it doesn't make sense to buy $AMD for the same Price per Free Cash Flow, when the margins and ROI is much lower than $NVDA.
Going offshore fishing. Will lose connection. The market will do market thing. See you in the evening!
IYKYK
There's no better time to share you the thesis of $CRCL than tonight as the price is breaching $140 from its high of $260. I truly believe the long term narrative for Circle and pleased to share with you. notion.so/DVB-CRCL-Thesi…
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