Morpheus
4K posts





Started a new spot position in Lightpath, $LPTH @ $11. DD summary below (full DD in research discord) + updated integrations worksheet w/credit to @KairosPraxis for his original spreadsheet At $480m market cap w/$42m in confirmed revenue, the company is EBITDA+ ....there is zero reason this shouldnt go up a ton in the years ahead bc we all know drones, defense + optical sensor tech arent going anywhere. 🛰️Bonus trade as a @SpaceX beta trade bc of providing @Starlink Optical Space Inter-Satellite Links.


This is what an invasion looks like




Judge says 'colonization' a reason Indigenous man gets reduced sentence for choking a toddler nationalpost.com/news/canada/b-…






After the current consolidation, it looks like stablecoin dominance will go higher into the summer months



FYI: I went long on $ARM at $139. Genuinely a compelling long at $143B MC as markets shift more from training -> inference. Then $ARM AI CPUs cannibalize the market for inference and $NVDA market share. Especially as LLMs get more lightweight. The projections to $25B/revenue (5x revenue) are already insane to justify risk-reward.



Yo era de derecha… hasta que entendí que la izquierda nos quiere pobres, sometidos y sin libertad. Ahora soy de extrema derecha.


wait so the boomers want us to buy here?? starting to feel like exit liquidity














