TightLines

@RevShark $GLASF is the lowest cost producer of cannabis. It may be one of a handful that survive … I’m long it.

$GLASF a nice looking breakout in the pot sector. Best chart in the group $MSOS

@ACapitalLP $PCT. Heavily shorted probably because no plastic recycling technology has been made practical. Tech works and several pros that I respect are in the stock. Next catalyst is news of Ironton filling up with orders. Then 🚀🚀🚀. Shorts will have to cover and the stock could explode

Starting a special sits chat - ping me with your best idea to get added.

@RyanDetrick Nominally, the market has to go up in an inflationary environment where the dollar loses its purchasing power by 5-10% every year.

Make that eight weeks in a row for the S&P 500.

@ACapitalLP $RGTI is crap. $INFQ is the real deal.

This quantum company that sounds like an Italian restaurant may get $100mm over three years and the stock is up 30%?

The good news keep on coming for $PCT. Heavily shorted, but not sure why. I’m holding … x.com/purecycletech/…

I have a small position in speculative tech company $PCT. If they can scale, the stock will be a multi-bagger. plasticsnews.com/processors/rec…

#uranium is my highest conviction theme. We are still in inning 5.

@Sol_Sponge Highly skeptical on this pivot to AI by $KOPN. There is absolutely no technical details on how this would work. uLED is nothing new. Until $KOPN provides at least one diagram on how this would work, I’m not sold on this. After years of suffering, I dumped all my shares.

We have significant asymmetric upside on our hands in KOPN if: 1. MicroLEDs are viable and superior to copper interconnects as dust settles 2. KOPN can execute a prototype worthy of acquisition/partnership by summer

@Hedgeye How much have Google engineers spent on checking the AI generated code quality? Is Google really saving significant money?

75% of all new code at Google is written by AI

@nrossolillo Isn’t Samsung a big competitor?

$SONY, CMOS image sensors, and why they could be a big winner from the advance of physical AI. Thanks to Bob Ma from WIND Ventures for joining us for this one! youtu.be/DUXimcBMte0?si…

@RevShark Gun to head, I think Iran will make a deal. What makes me think that? China is involved.

We are going to find out this weekend to what extent the Iranian leadership is suicidal. The US doesn't want to destroy Iranian infrastructure because it will be costly for the Iranian people to rebuild it, and it will hurt oil supply, but there will be few other alternatives if a deal is not made.

@HoweGeneration The wait will force many to go to Korea defense contractors. Their missile systems are advanced and have been proven in the middle east. Very comparable to those in the U.S.

@ACapitalLP Great buying opportunity. Credit quality not at issue.

Do you see it?

@RevShark ?? Didn’t say Iranians are great guys. The IRGC is a terror organization. Only that their response to the attack has been measured and reasonable. Despite their harsh rhetoric, the regime wants to survive. That’s all.

@AASwing2 Yes, those Iranians are great guys.

I think the strategy of accepting this 'outline' is that it is test to see if Iran really will stick to the agreement. The great likelihood is that they will not and then there will be clear justification to destroy them.

Umm …. How we lookin @great_martis? Oil at $92 …. Like I said, charts are not going to predict anything.

Umm … I don’t think the charts are going to help anyone in this binary world. The only thing that matters is #Iran and I don’t think you have a crystal ball. Either it goes to $150 or back down to $60 depending on how the situation evolves. No chart is going to help anyone.

@Mike_Taylor1972 @WallStreetMav Japan and Europe will beat U.S. to it. Max 3 years, Japan blows up first.

@WallStreetMav It will not take 10 yrs

The US national debt continues to grow out of control. Nearly 25% of all US govt revenue goes to paying interest on the debt. Within 10 more years, 35% of all govt revenue will likely be consumed by interest payments. Be ready when the music stops, this process will be ugly.

@ActAccordingly Are you right for the wrong reason? In other words, $META is down not because of any of the stated reasons, but it just has been “Iran’ed”.

I've been short $META for a little while. I have no advantage or proprietary insight on their near term KPIs. If anything, all of the proprietary channel checks we do with small businesses across a variety of sectors suggests wallet share for $META's ad platforms continues to increase. My higher level concerns for $META are: 1) AI could lead to a change in consumption behavior around social media. This is complicated and uncertain, but large scale media changes rarely leave dominant incumbents unscathed 2) $META is an atrocious capital allocator 3) The company does not have a cogent "AI plan" as of yet 4) Traffic has started to roll over in Europe and could do so in the US given the growing wave of bans for children and teens 5) Their products are toxic I recognize the incredibly irony of the last point as I post my views on a social media platform. The market has started to question $META's growth rate and returns on capital. The quarter will likely be fine, but it still seems like estimates are too high 2027/2028 unless the company can show progress with new products. Truth be told, I'm biased to cover some here, but long term there are a lot more questions than answers with $META

@hkuppy IMO, that is too one-sided. The Iranian regime desperately wants to survive as well. So the incentive is to settle on both sides. Whether that happens after the U.S. takes over Kharg island or before is the only issue.

The important thing is that Trump is out of attractive options. Hormuz has to open, or the global economy dies. Iran won’t negotiate and ground wars are messy. Given the size and population of Iran, we likely need a force generation that is a few times that of Iraq 1. As you can imagine, most Americans want nothing to do with an adventure like this. At the same time, Trump cannot simply go home, as that would be a defeat. As terrible as it seems, Trump is slowly realizing what I said a few weeks ago, the only way out of Iran, is through Iran. Are you ready for what’s coming..?? They’ve been prepping for 45 years…

@MyriadUranium How about if we restart all the mines under care and maintenance. McArthur River alone can provide 20 million lbs per year.

Global #uranium demand is set to exceed mined supply — and the gap is widening. As nuclear energy expands and new reactors come online, years of underinvestment in uranium mining are catching up with the market. A structural supply deficit with no quick solution in sight.