@daniel_koss Turned on notifications for your posts. Can’t miss them, won’t miss them.
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Simple Guy
2.2K posts
Not too bad for the unholy amount of leverage I've used.
Personal account is now at a point where I'm more risk averse than before, because I simply have not much to gain in terms of quality of life changes. At this point making gains is honestly just a... hobby? And I guess main reason if I'm honest is ego?
Feel like I want to transition the purpose of my investing to helping other people make life changing money. Seeing followers go from 10k to 100k or 100k to $1M feels significantly more meaningful to me right now than anything else.
I don't want to come across as arrogant, but the idea that I can assist people in making investments that help them achieve financial freedom is so damn satisfying.
If my picks help you make money, all I ask is that you let me know in the comments or DMs! Because I want to know. That's my motivation.
P.S. don't get me wrong, I still like making money, I just don't do it only for the money (anymore).
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@yianisz FYI
The first thing I check in the morning, are your posts. You should post more often. Big fan.
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People keep calling this peak… I don’t see it.
$MU is still sold out on HBM with demand > supply, and $SNDK is riding a NAND market that’s still tight into 2026+ the story hasn’t broken, just the narrative shifted.
I’m still bullish.
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@BitcoinAIGuy @aleabitoreddit As IREN investor, it sucks to see him pounding on it but he never commented negative about its fundamentals. His problem with IREN is with a single event, ATM and he is not wrong about it. Being a SPAC investor in the past, I know how bad ATMs are.
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Debt or equity, the common denominator is the management team. It all comes down to trust.
There is no shame in being a swing trader or day trader, but Serenity shouldn’t pretend to be an investor if they aren’t serious about holding his investments… sure, you can push back on management decisions… but management is a key part of every thesis.
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If you’re curious about $AXTI:
It’s down 21% on the new potential dilution news.
Board wanted to add 50M more shares (up to $2B worth to dilute) for shareholders vote in the 14th.
70m -> 120m shares.
I say this about $IREN excessive $6B dilution and it’s the same with AXT price proposal that I hold.
I would not “trust in management” to use it wisely and the fact it’s filed is a red flag.
That being said: we’ll see what happens on the 14th. If it passes for 50m more share authorized dilution, I personally would not hold.
But it fails, I expect a recovery.
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@BitcoinAIGuy @aleabitoreddit His dislike is how the company raises its capital, not if does
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@aleabitoreddit if you can't trust a company raising capital, you shouldn't invest in them period.
investors =/= traders
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@yianisz I feel like i should give them one more chance for the sake of its story
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$EOSE's decline isn’t just a typical post-earnings selloff it’s the market repricing a credibility break.
After the Q4 miss, the stock has continued to drift lower as lawsuits pile up and confidence in management weakens.
What stands out is not just the magnitude of the miss, but the response: instead of resetting expectations, management doubled down with aggressive forward guidance.
At the same time, the CEO has stepped in with insider buying, which on the surface supports sentiment. But context matters prior selling at higher levels and a pattern of overpromising make this look more reactive than reassuring.
This is no longer about valuation or backlog. The real issue is governance. Until execution improves and credibility is rebuilt, the stock remains a bet on whether the board is willing to enforce accountability or continue tolerating it.
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@LiebermanAustin switches lane more often and 10% cap on speed limit is gone. It can go 20% above speed limit
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I’ve used Tesla Full Self Driving for 35 seconds and I’m never going back
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@yianisz Does your Savvy trader profile track your positions and trades or should someone subscribe to your service in your website?
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yes! you ride the trend.. but the moment it breaks, you’re out. No emotions, no waiting..
Seen this too many times. The second the structure cracks, the story doesn’t matter anymore.
I cut $EOSE the moment it broke, took a loss, redeployed into winners.. now already green..
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@from1to3000000 You think there is more downside? Last 2 days of melt up was crazy and index is almost past key levels.
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Having so much cash on the sidelines and not getting beat up overnight was a huge help to me stepping in at great pricing this morning. This kind of thing cannot be overstated. Being punch drunk with a full portfolio is an impediment in this environment
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Simple Guy me-retweet
@aleabitoreddit Dude, when are you going to stop underestimating yourself.
You have lot of institutional following that doesn’t quite have your level of domain expertise. If i can shell out 10k for a trade, they have millions to spare.
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@endless_frank The post says that it already has a startlink terminal 😉 which is powered by satellites
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$ASTS Now imagine what these drones can do with more highly powered satellite systems communicating to them.
ChrisO_wiki@ChrisO_wiki
1/ Russian commentators are sounding the alarm over America's use of a new kamikaze drone against Iran, the Low-cost Unmanned Combat Attack System (LUCAS). They note that it appears to have an integrated Starlink terminal and warn that it's a serious threat to Russia. ⬇️
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@TMFAssociates So TMUS will be a future AST space mobile customer?
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D2D wasn't helping them attract new subs... and it appears that TMUS intends to let the Starlink exclusivity expire
Walter Piecyk@WaltLightShed
$TMUS no longer gonna report subs. Moving to accounts. Sorry Dan.
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@accounting_ds Domestic end to end from raw material to panel did not begin. Austin plant is getting built.
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Domestic Solar Buildout has only just begun
$TE will power the new world efficiently & effectively
2026 is going to be big, Mission Accepted☀️
Daniel Barcelo@_danielbarcelo
Mission Accepted! Time to Build American Solar!
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@spacanpanman Just wondering…Do you have direct access to their facility? Do you know of any first hand 3rd party info?
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@SimplekGuy Good thing they are using highly proven Trina solar cell fab design
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