Professor Bagholder, PhD

@OwlWealthy Tik Tok zero attention span generation turbo charged by AI slop means exaggerated short sighted emotional knee jerk reactions to surface level understanding of things. Sometimes this is an even better explanation than reaching for all the informed nuances.

$PLTR: +85% revenue. Raised guidance. Stock down 7% At 97x forward earnings, “beat” doesn’t move the price. The question is whether you beat by enough to justify the multiple. U.S. commercial came in at $595M - $9M short of estimates. That’s the segment that’s supposed to prove AIP is a real commercial operating layer, not a government-adjacent story. At this valuation, $9M in the wrong direction is the whole conversation. 97x doesn’t leave room for near-misses.

@jimcramer We are concerned every time you open your mouth Bro prolly knowingly running the inverse cramer himself at the expense of his gullible audience

Palantir free cash flow this quarter larger than revenue in the year ago quarter. Lots of headlines that commercial was weak. Read the conference call.. You won't be concerned

@MarketMatrixs Market participants are not required to justify themselves to anyone. It is always a mistake to assume a stock “must” go up or down due to our narrow interpretation of some information. It’s not even slightly surprising, it happens literally all the time.

$PLTR Palantir's CEO Karp: "I'm planning to grow 100% next year." Stock just flipped red after-hours. Definitely not a justified reaction from the market. By the numbers, should be up at least +6%.

@FirstSquawk $CH.V @CHARBONE_news gonna go absolutely parabolic

Putin's advisor: The world is approaching the largest energy crisis in history

No one explains the $QNC.V @QEM_Corp thesis better than @Julian_Quantum youtube.com/watch?v=mSeUjy… However much QNC you have is not enough. Every mission critical use case NEEDS this tech ASAP. Don't wait for Q day to hit first.

@ChrisCamillo Boomers set all the prices? 🤣 Google or ask your favorite bot what proportion of total market equity ownership is even retail at all. Different situation in microcap land though.

Facts

@StockMKTNewz Time = multiple decades Then yes

The stock market as a whole is made to go up over time

@QuantumBullHQ $BBAI is great alongside $TEM if you haven’t dug in there yet

Four growth stocks I’ve been adding and watching closely for 2026 and beyond: 1. $SLNH — Soluna is turning stranded renewable energy into computing power for AI, Bitcoin, and data centers. If they land a few more key tenants, the story could change fast. 2. $JOBY — Joby looks closer and closer to real deployment while the stock still feels disconnected from the business. Quiet electric flight in cities like New York is a huge vision if execution continues. For those who value their time JOBY flights will cut down travel time significantly, especially in congested urban areas. 3. $IONQ — This is not just a quantum stock anymore. With Oxford Ionics, SkyWater, LightSynq, Vector Atomic, and Capella, IonQ increasingly looks like a quantum umbrella platform with major growth potential into earnings. Organic and non-organic growth looks to be in the early phases! 4. $BBAI — BigBear.ai is still speculative, but defense AI, the Ask Sage acquisition, and improving fundamentals make the risk/reward interesting from these levels. These are not “safe” names. They are volatile growth bets, high beta. Let's see how they perform!

@ChrisCamillo That "investors" are fixated on stupid things, wrong things, or "noise", is probably one of the most constant things of all in markets. This is nothing new, but maybe it's even more clownish than ever.

Today’s tech earnings are meaningless. An F5 AI tornado is about to touch down and investors are fixated on next quarter guidance, margin noise, and CapEx timing

@ChrisCamillo Agree: Quantum eMotion @QEM_Corp $QNC.V Charbone Hydrogen @CHARBONE_news $CH.V Volatus Aerospace @VolatusAero $FLT.TO Kraken Robotics @KrakenRobotics $PNG.V HydroGraph Clean Power @HydroGraphInc $HG.CN Maritime Launch Services @maritimelaunch $MAXQ.NE

Loudest, dumbest market I’ve ever seen. Institutional capital the worst offender. Independent thinking is extinct. Alpha’s never been easier.

@da_sails This sounds pretty cool. We should include: Charbone Hydrogen $CH.V Quantum eMotion $QNC.V Volatus Aerospace $FLT.TO

CANADA JUST LAUNCHED ITS FIRST SOVEREIGN WEALTH FUND. • $25B federal seed capital - Canada Strong Fund targets clean/conventional energy, critical minerals, agriculture, and infrastructure • 15 major projects already in pipeline - nuclear, LNG, nickel, graphite, and tungsten among the critical mineral categories named; $126B+ in combined investment value • Retail investment product coming - individual Canadians will be able to invest directly in the Fund's returns; design details TBD via public consultation • Arm's length structure - Fund will report through the Finance Minister; transition office stood up to finalize governance and investment mandate Spring Economic Update drops April 28. Canada is mobilizing sovereign capital toward the same resource and energy buildout that underpins the uranium and critical minerals thesis. $CCJ $URA $URNM $REXC

@TicTocTick Actually, Canadian stocks have done very well already, eh

Canadian dollar has started one way journey towards parity with US Dollar. Do not sleep on Canada 🇨🇦 I am bullish Canada. Largest country. 3rd largest oil reserves. Rich with rare earths and lumber. Next year conservatives win, Canadian stocks moon. $USDCAD $EWC

@TicTocTick “I don’t understand how anything works, does it go to the CEO?”

$NVDA is now $5 trillion dollar company. It’s a cyclical stock. Soon it will be cut by 80%. My question is … where will this 4 trillion dollar in money go? Short sellers? The CEO? The brokers ? What happens to this money when stock is cut by 80%?

@coinbureau @KrownNetwork @QastleWallet already got this covered thanks to @QEM_Corp unparalleled electron tunnelling based QRNG technology providing quantum proof entropy to underpin its encryption.

⚡️QUANTUM COMPUTER BREAKS ECC KEY IN BITCOIN-RELATED TEST A researcher used public quantum hardware to break a 15-bit elliptic curve key, winning Project Eleven’s 1 BTC Q-Day Prize. The test does not threaten Bitcoin’s 256-bit security yet, but highlights growing urgency around post-quantum upgrades, with ~6.9M BTC sitting in addresses with exposed public keys.

@StockMKTNewz I bet Cramer runs the inverse Cramer strategy on his own account.

Jim Cramer was just asked about Google $GOOGL stock on CNBC: “I think Alphabet is going to $400.”

@Sam_Badawi @CHARBONE_news is the answer

$AMZN CEO Andy Jassy said power is now the primary bottleneck for scaling AI infrastructure, with grid connection timelines stretching to three years and transformer shortages slowing build cycles. $MSFT, $GOOG, and $META are increasingly turning to natural gas as the fastest way to bring new capacity online. This is pulling energy providers and infrastructure suppliers like $BE and $GEV deeper into the AI buildout, as compute expansion becomes constrained by electricity rather than chips. It also signals that future data center growth may depend as much on permitting and grid upgrades as on GPUs or servers. Power is becoming the limiting resource for the next phase of the AI cycle, not compute availability.

@JoelWitcombe2 i think they proposed "having the option to do it" if and when appropriate, not a vote "to actually do it" right now, although i'm not too sure how important that distinction is tbh. i trust them to make the right call in either case. some are quite FUDdy about this one.

$TAKOF $FLT.TO AGM meeting 7th May. Volatus have proposed a 20:1 RS🤔 Here’s my take on it… I think personally it’s a good weapon to have in the back pocket. Hopefully they wouldn’t execute on the RS right away and hold onto it and partner it with a major milestone an split into strength otherwise I think shorts target it and bleed it down after the split if not. I’m still weighing up options on this but thinking I will vote “For” the RS and I believe Glen is doing this for the greater good with investor interests in mind so don’t think he would execute without a double whammy effect happening. So to summarise, I would like to see Volatus grind that $1 organically with contracts in wind farms and oil and gas etc and then Mirabel turns on - RS happens shorts price to $20 and they start the production of the Condor XL and long ranges UAV for artic all at the same time. What’s your opinion on it?

@MidnightNtwrk @IOHK_Charles Not without @QEM_Corp

Midnight is already prepared for a post-quantum world. @IOHK_Charles explains how.

Quantum electron tunneling explained: how qnc creates true entropy youtu.be/L6JUfAoCXXw @QEM_Corp @GreyboxSolution @KrownNetwork @JmemTek20221018 #quantum #cybersecurity

@jimcramer Cramer’s reluctance to shut his damn mouth is quite astonishing

the reluctance to sell anything, S&P futures, treasuries, for fear of missing the next move up is quite astonishing