Blake R.
2.7K posts



Got out of $POET and $UNH right now. Was down on Poet earlier but managed to get back to break-even. I will concentrate now on $CIFR only.


Why would a 34 year old girl boss who does Pilates go for a 37 year old balding man with a low libido, if the 26 year old guy with a 6 pack is interested in her?

A woman is traveling for business and checks into a hotel after a long day. Everything seems normal. The next morning, she wakes up around 6:00 AM, grabs breakfast downstairs, and comes back to her room. By 6:30, she hops in the shower. Suddenly, she hears a phone ringing; she steps out to check, but nothing. Weird. She goes back in, and a minute later, she hears what sounds like the door. Assuming it’s just noise from the hallway, she brushes it off. Wrapped in a towel, she opens the bathroom door… and freezes. A man is standing in the middle of her room. She screams, “Get the f*** out!” The man looks startled and; says he’s from maintenance; and that she scared *him*. This is terrifying; and way more common than people think. Whether it’s a mistake, negligence, or something worse, hotel room security is something you *cannot* take lightly. That deadbolt and latch aren’t optional; they’re your first line of defense. Do you always double-check and use the deadbolt when staying in hotels, or is this something you might start doing after hearing this?




Tiny small position into $MRVL here. I have another order a bit lower if it breaks down a little more. Trying to go for $500+ overall profits for today.


2nd trade of the day. Bought $AMZN here.




LPKF Laser are kinda interesting. Initial notes are: -> Owns LIDE - only 2-step laser + etch process hitting 5µm vias at 50:1 AR on glass panels. -> Every serious glass substrate player (SEMCO, SKC Absolics, LG Innotek, DNP, Intel) is a customer, partner, or in qualification. -> Their LIDE process is the only one hitting the spec envelope $AVGO/ $AAPL/ $NVDA ASICs actually require? -> €337M MC - seems to be priced as a solar-drag industrial laser co. Not as a chokepoint of the packaging transition. -> Pretty ugly P&L. I started a small position yesterday which I'll build out next week depending on how I feel when the time comes.







