Dry fly
@nycecl76.bsky.social
Amateur. Made the mistake of passing CFA exams and have missed out on every bubble since. fishing guide.
Serious question for people smarter; why are the memory chip guys getting corn holed way deeper than the other semis?
November 21, 2025 at 3:38 PM
Serious question for people smarter; why are the memory chip guys getting corn holed way deeper than the other semis?
So why are memory stocks getting cornholed?
(MU now trading 12x forward earnings.)
(MU now trading 12x forward earnings.)
November 20, 2025 at 8:45 PM
So why are memory stocks getting cornholed?
(MU now trading 12x forward earnings.)
(MU now trading 12x forward earnings.)
The nvda sympathy “buy everything” after hours bid. Ha. Oklo pltr
November 19, 2025 at 10:26 PM
The nvda sympathy “buy everything” after hours bid. Ha. Oklo pltr
Lol. Ok we can all relax, OPEN, OKLO RGTI green. Ya know, flight to quality in times of uncertainty
November 14, 2025 at 2:49 PM
Lol. Ok we can all relax, OPEN, OKLO RGTI green. Ya know, flight to quality in times of uncertainty
XLV taking the 1m and QTD returns crown….smells of defense que no
November 13, 2025 at 5:43 PM
XLV taking the 1m and QTD returns crown….smells of defense que no
It brings me joy to see BLSH almost complete the round trip back to ipo price. Lets hope CRCL does the same.
November 11, 2025 at 11:49 PM
It brings me joy to see BLSH almost complete the round trip back to ipo price. Lets hope CRCL does the same.
Today I learned RIVN is up 35% in a week. Ha!
November 11, 2025 at 11:44 PM
Today I learned RIVN is up 35% in a week. Ha!
The CRML chart is something to behold.
November 11, 2025 at 11:43 PM
The CRML chart is something to behold.
It’s OKLO “earnings day”!
(Prediction; still no revenue).
(Prediction; still no revenue).
November 11, 2025 at 3:19 PM
It’s OKLO “earnings day”!
(Prediction; still no revenue).
(Prediction; still no revenue).
PLUG with 177mm revenue and (-350mm) EBIT. Yep, like -200% operating margin loss. 🤷♂️.
November 10, 2025 at 11:49 PM
PLUG with 177mm revenue and (-350mm) EBIT. Yep, like -200% operating margin loss. 🤷♂️.
Gold…let’s see if it is saying something…or if it’s just caught up in today’s memery…story unfolding.
November 10, 2025 at 6:18 PM
Gold…let’s see if it is saying something…or if it’s just caught up in today’s memery…story unfolding.
Its PLUG earnings day! The longest running contest on who can have the deepest losses quarter after quarter and still somehow attract public capital.
November 10, 2025 at 3:14 PM
Its PLUG earnings day! The longest running contest on who can have the deepest losses quarter after quarter and still somehow attract public capital.
Yes, the efficient market has wisely discerned that PLTR (+7%) and OPEN (+14%) are two of the greatest beneficiaries of ending the shutdown 🤷♂️🤦. Gtfoh
November 10, 2025 at 3:11 PM
Yes, the efficient market has wisely discerned that PLTR (+7%) and OPEN (+14%) are two of the greatest beneficiaries of ending the shutdown 🤷♂️🤦. Gtfoh
MU CEO sold $32mm in shares sept and oct. The company reported a stellar q4 and year end, just smashing it, stock is on a tear, projected another great year ahead, and fairly priced. However, a sobering reminder is a quick look back; in 2023 MU sales fell 50%! Why; china bans🤔
November 8, 2025 at 3:53 PM
MU CEO sold $32mm in shares sept and oct. The company reported a stellar q4 and year end, just smashing it, stock is on a tear, projected another great year ahead, and fairly priced. However, a sobering reminder is a quick look back; in 2023 MU sales fell 50%! Why; china bans🤔
25% of the shareholders voted against the trillion$ package…maybe some of them start to sell?
November 7, 2025 at 11:44 PM
25% of the shareholders voted against the trillion$ package…maybe some of them start to sell?
DDOG doing the meme craze era to now massive double top
November 7, 2025 at 11:01 PM
DDOG doing the meme craze era to now massive double top
“Texas AG sues Roblox, accusing it of prioritizing pixel pedos over child safety”.
(Stock up on the news)
(Stock up on the news)
November 7, 2025 at 2:44 PM
“Texas AG sues Roblox, accusing it of prioritizing pixel pedos over child safety”.
(Stock up on the news)
(Stock up on the news)
“OPEN is an AI company now”…says the new CEO.
“Will achieve breakeven adjusted net income on a 12 month go forward basis by the end of 2026”…CEO says.
breakeven adjusted go forward basis?!? GTFOH
“Will achieve breakeven adjusted net income on a 12 month go forward basis by the end of 2026”…CEO says.
breakeven adjusted go forward basis?!? GTFOH
November 7, 2025 at 2:35 PM
“OPEN is an AI company now”…says the new CEO.
“Will achieve breakeven adjusted net income on a 12 month go forward basis by the end of 2026”…CEO says.
breakeven adjusted go forward basis?!? GTFOH
“Will achieve breakeven adjusted net income on a 12 month go forward basis by the end of 2026”…CEO says.
breakeven adjusted go forward basis?!? GTFOH
Musk said the company is working on a chip that would use "about a third of the power" of Nvidia's Blackwell chip with "roughly comparable performance and much less than 10% of the cost."
The emperors have no clothes.
How is there any audience left that thinks this guys claims are credible.
The emperors have no clothes.
How is there any audience left that thinks this guys claims are credible.
November 7, 2025 at 1:10 AM
Musk said the company is working on a chip that would use "about a third of the power" of Nvidia's Blackwell chip with "roughly comparable performance and much less than 10% of the cost."
The emperors have no clothes.
How is there any audience left that thinks this guys claims are credible.
The emperors have no clothes.
How is there any audience left that thinks this guys claims are credible.
Anybody have any experience/opinions on Hedgeye suite of products?
November 6, 2025 at 8:17 PM
Anybody have any experience/opinions on Hedgeye suite of products?
DDOG soaring on negative operating margins (as always), break even ROE…1700x EBITDA, 600x trailing earnings, 22x sales. 🤷♂️. But revenue is growing.
November 6, 2025 at 3:32 PM
DDOG soaring on negative operating margins (as always), break even ROE…1700x EBITDA, 600x trailing earnings, 22x sales. 🤷♂️. But revenue is growing.
DUOL to the woodshed.
Lanera, bucher, holzshuppen.
Lanera, bucher, holzshuppen.
November 6, 2025 at 1:58 PM
DUOL to the woodshed.
Lanera, bucher, holzshuppen.
Lanera, bucher, holzshuppen.
Dang if QCOM can’t get the market love.
14% yoy revenue growth, ~30% EBIDTA margins, 2% dividend, buying back shares…~15x fwd earnings, 25% ROE…quality. and…Down 4% after hours.
14% yoy revenue growth, ~30% EBIDTA margins, 2% dividend, buying back shares…~15x fwd earnings, 25% ROE…quality. and…Down 4% after hours.
November 5, 2025 at 10:04 PM
Dang if QCOM can’t get the market love.
14% yoy revenue growth, ~30% EBIDTA margins, 2% dividend, buying back shares…~15x fwd earnings, 25% ROE…quality. and…Down 4% after hours.
14% yoy revenue growth, ~30% EBIDTA margins, 2% dividend, buying back shares…~15x fwd earnings, 25% ROE…quality. and…Down 4% after hours.
The Taser company gettin zapppped
November 5, 2025 at 2:31 PM
The Taser company gettin zapppped
Perfectly good print by AMD…but here’s the thing. Mr market is paying 70x ebitda, 150x ebit, 13x sales aka expensive for any company but let alone a company with low single digit ROE/ROIC. But it did grow revenue impressively this quarter.
November 4, 2025 at 11:35 PM
Perfectly good print by AMD…but here’s the thing. Mr market is paying 70x ebitda, 150x ebit, 13x sales aka expensive for any company but let alone a company with low single digit ROE/ROIC. But it did grow revenue impressively this quarter.