⁠The Long Investor
Silver

-Average solar panel contains 20g of Silver
-Average battery powered EV contains 25-50g of Silver

Silver is not just an historical safe haven against a weak market, its use is also vital for future industries.

A break and home above $30 and this runs.

SILVER

A break above $30 and this gets very interesting.

$42 is the target then. https://t.co/E2YzGYX1KR - The Long Investor
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⁠Antonio Linares
RT @rexstocks: @alc2022 Gross margin 2018: 29%
Gross margin 2023: 82%
$HIMS https://t.co/ljySwOVHch
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⁠Giuliano
I’m yet not sure what clarity of thought actually is, but trying my best to optimize for it.

I will base my next long writing on that, mental models, deep thinking, and how to leverage the subconscious.
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⁠The Long Investor
$HIMS and we took advantage.

Look at this.

Hims and Hers CEO said that he'd hire anti-Israel student protestors.

On that day after the comments, on May 3rd, the stock dropped 9%, losing nearly $210 million in stock value, per NYP. https://t.co/rAecPDQFtW - unusual_whales
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⁠Antonio Linares
My best ideas sound crazy to some. But guess what - they’re playing out.

Here are my biggest bets for the coming decade:

1. $HIMS: positioned to disrupt the $4T US healthcare industry. It’s still a small company, but it is executing on its roadmap to perfection.
2. $PLTR: poised to become as important as electricity for companies in the West.
3. $AMD: largely considered a distant #2, it’s set to disrupt $NVDA by leveraging a decade-long lead in chiplet technology.
4. $SPOT: quickly evolving into the $GOOG of audio. Margins are set to expand meaningfully, along with tech company’s ability to produce cash.
5. $TSLA: positioned to become a platform that combines highly efficient manufacturing, economical energy solutions, and expansive AI technology. This platform can be evolve to be as important as the internet.
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⁠The Long Investor
$BTC has respected the Fib levels very well during this pull back and continues to sit on the 0.236 Fib at $60k but I do not believe this pull back is complete yet.

The 200 Day MA is exactly at the 0.38 Fib now at $51.6k

I would not be touching $BTC until at least this level.

Wave 3 target then for the middle of 2025 is at $125k.
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⁠Antonio Linares
RT @coupe_df: @alc2022 Nobel Laureate David Hubel posited “if you need to run statistics, it’s not significant”
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⁠Clark Square Capital
RT @SavingPlants: Great write up on $MAPS as a primary benefactor of rescheduling of cannabis - includes primer, valuation, and a working model.

Big news yesterday for $MSOS

IMO, the best way to play the industry-wide catalyst is through $MAPS given that 280e tax savings will get reinvested into marketing.

The dominant advertising platform should benefit disproportionately.

Below is my original write-up [open to all] - Clark Square Capital
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⁠Antonio Linares
$PLTR update next?
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⁠The Long Investor
RT @VladBastion: 📊Top 10 S&P 500 companies with the highest operating margins:

🏢 VICI Properties 93% $VICI
📊 CME Group 80% $CME
💳 Visa 67% $V
🔒 VeriSign 67% $VRSN
💳 Mastercard 58% $MA
🎮 NVIDIA 55% $NVDA
📊 MSCI 54% $MSCI
💡 Diamondback Energy 54% $FANG
💰 Blackstone 51% $BX
🏢 Simon Property Group 50% $SPG
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⁠The Long Investor
Are you taking a gamble this week and buying before the CPI print on Weds?

A gamble on US stocks*

$SPY $QQQ
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⁠The Long Investor
$VIX

No listen, it's probably nothing. https://t.co/otPJYmVbVE
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⁠Dimitry Nakhla | Babylon Capital®
“Only for short term investors and market timers is a correction not an opportunity”

— Warren Buffett 🗣️

#stocks #investing
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