Sold my shares today, had them long and for the very slightest of profits. >“They don’t know about truck customers in the U.S. We do,” Mr. Farley said in an interview on Monday, referring to Chinese automakers. What a dumb fucking comment.

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I’m good with a few more red days to get things on sale 🤷‍♂️ QE is on the menu, don’t bet against the Fed 🦅

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I went all cash on Friday, the pullback didn’t have any obvious cause and was severe, plus being near ATH suggested double top on QQQ Made 150% scalping puts today, expect red trend to continue overall for foreseeable future

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The bottom is in on cigs’ uncoolness

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Retail is panic selling, funds are holding. Micron will double beat big + raise guidance. Technologically, not only is Micron one of the few memory suppliers we have, it's also the only US domestic one and also has lots of technologies ahead of the curve, putting it at an advantage compared to SK Hynix and Samsung. On top of that, we have indicators that Micron has secured big profits in the bag for the next few quarters, shutting down Crucial was a big move to free up capacity for MORE lucrative memory (supplying Nvidia Blackwell ultra HBM) on a medium term commitment basis. And we're just getting started 🤠

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Isn't that a problem that you've never heard of it? I hang out with a bunch of degenerates so I'm familiar with Zyn and Velo, but also have never heard of On.

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#🌽 PUTTING UP A TRIPLE DOUBLE WITH TWO TORN ACLs AND GOGGLES ON ITS FACE.

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Damn crapto. I lost so much money on random coins. High six figures

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Thank you for your thoughtful responses. 1. My thought on this was just comparing the implied IRR of 9.62% (47.42->78 in 5yrs) to the discount rate, as I believe they should be roughly aligned. I suppose incorporating risk from the discount rate into the projections could work tho (this is something I haven’t done before and will look into). 2. That’s fair, high conviction is good to have. 3. Great point on the demographics. I often forget how different economic classes live very different lives. I wonder if there’s a US heat map to show nicotine purchases by product (to see if there’s a correlation between certain demographics and % of sales/certain products). 4.if researching more on the debt side, any convertible prefs / warrants would be good to know of as well. Similarly, if any debt is callable or if noncall periods have been elapsed (to get a sense if they can clean up the BS by lowering total debt a lil. I don’t think refis would be applicable so not too big of a deal on lock ups). 5. Both fed and state reductions is a good sign. Gotta love lobbyists being former insiders.

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CE lectures blasting in the background, futures on 2nd screen, plugging away at work. Thanks AI for boosting my productivity

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