The Cardinal

It’s time I create my first thread: 🧵⬇️Underradar defense gem exploding with Anduril? $KRKNF (Kraken Robotics / $PNG.V) is it. Canadian beast = picks & shovels for underwater drones. Profitable, growing fast, & tied to the hottest private defense play. Let's check it out! 🚀🦑

@Dave_CashFlow Up by 30… didn’t see it coming - my bracket got destroyed fairly quickly even with with Cream Abdul Jabaar and the boys over the dogs😂😔

You may not expect it on first glance, but this dude HOOPS #marchmadness 🤓

@pepemoonboy Crazy to hear because 10-20 years ago, it made sense 110% to start buying rental properties. Blackstone hasn’t made it easy with the amount of real estate they own for people in the US to rent. It’s sad and pathetic for us upcoming out of college. Poor people that don’t save=f’d

The biggest regret I have to date is buying rental properties. Knowing what I know now, I would’ve put that capital straight into the markets or into my primary home. The numbers just don’t make sense anymore. All that stress, all that time…for such small monthly returns…or losses. Not worth it. You live and you learn.

@TJTheWheelDeal Not everyone there is bad, but if we got on a phone call for just 30minutes to an hour, I could shift your point of view pretty heavily I’d say. I’m a proud Christian, but they’re making it very hard to rejoice with Israel. I love everyone, but there limits I can say.

@TJTheWheelDeal I just don’t think the same people (ashkenazis) are the same people in Israel that were there when Jesus was there in Jerusalem. There’s just no way. The vast majority of those Ashkenazis will spit on Christian’s, do terrible acts I don’t want to type and get banned. 1/2

Is it time to take Israel to the woodshed and give them a spanking? As a Christian, we have a Biblical mandate to support Israel, but they do make it pretty dang hard to do so at times. We are living in very interesting times. I harken back to when I was a kid at church and the elders would say the end is near. I would just look at them like they were nuts. Now, I’m starting to think they might have been onto something. What a shit show we have on our hands. It’s sad and laughable all at the same time.

@jrouldz Dr. J sitting there listening to that like…

Me when I hear that $RKLB is down 5% premarket 😆

@diyinvestguy Interesting, I like it. Was it a Green Day at least? Whether it be .01% or 10%.. still a good day to be alive! I ended up being down 1.38%, I think I need to diversify my portfolio into the photonics sector that’s popping right now. @aleabitoreddit is on FIRE 😅 options too🤝

@CrypticAether Today was ok. The screener is just my AI agent scanning and relaying information at 7am

Premarket screener from NEO

@CrypticAether They not like me

I’m the dividend king $NVDA paying the bills 🔥

@TheBrilliantBu1 Hard not to smile when seeing green!! Beats the hell out of red🙌

Still green! I’ll take the win. Up 0.24% today. How did your portfolio do today?

@aleabitoreddit The myth, the legend? Yes. Just yes.

I may have outperformed the index just a tiny bit? It’s as simple as riding the Photonics and Memory Supercycles from $AXTI to $SNDK. Just doing this for fun now.

@Gains_w_Chuck Average is boring. The risk to reward for our lives is for too high to be comfortable being average… it’s our time to exceed expectations 🤝

I’d rather take a massive risk and lose it all than just live an average life. You can always build from zero, but living an average life is a shame to the person you were meant to become

@aleabitoreddit Been here for 4 months and haven’t followed one… regret? Yes, very much so. Excited for the future? Yes, very much so. Onto the next 🤝

Year to Date return from Jan to March: +564.36%. I’m speed running last year’s 600%+ returns by finding undiscovered AI bottlenecks. And picking the winners. - 500%+ unrealized gains on $AXTI. - $AAOI 3x’d in 3M or $IQE 2x in 1M. - $LITE close to 100%+. And I expect large capital rotation into silicon photonics + CPO names: Like $SOI, $AEHR, or $SIVE this year. (They’re up close to ~70-100%, but have a long way to go) Then, this is compounded by misc longs, such as $CRCL that increased 148% in 1 month. $NBIS that close to doubled from $70 back to $120. $EWY IV trade is up 50-70% and names like $XLU are up 50%+. My biggest loser YTD is $RDDT since my cost average was $148. Some of the misc picks like $INFQ, $VPG, $AVAV, $LPTH are not doing as well. But as I’ve mentioned aside from Reddit (which I had high concentration in), a lot of my other picks I’m not as familiar with, I have less concentration in: But all my higher conviction picks like $TSEM have been strongly compounded recently. And what matters is I get more things right than wrong, especially in my higher concentration names. Majority of my YTD returns are actually unrealized since I don’t exit my longs, unless there’s material changes: But I did realize a lot of gains at the beginning of the year post Venezuela conflict, as I identified some winners like Gold Reserve that doubled in a day. Sadly I did sell some Asian names like Nittobo or Macronix that both went up 100-200%+ to rotate capital around the time of the Iran conflict… those ended up going a lot higher afterwards. I swing trade a lot of misc names like in fintech or write CSP on the side. Hence why I’m able to compound to 500%+. While individual names are only up 100-200% (just keep doubling + rotating). But if you want to ride the next trend: Most obvious one is Photonics Supercycle if you just look at $AAOI earnings call or $LITE Nvidia GTC call for next few years. And the current one is the Memory Supercycle if you just look at $SNDK returns. And as you’ve seen after my original $AXTI thesis or now Soitec: These names keep going in a vertical line up, as everyone suddenly now realizes its importance to the next paradigm shift for AI. My strategy is identifying structural bottlenecks in the AI supply chains before the market discovers them.

@aleabitoreddit All hail Serenity 🙌

@UltraDane One deserves a fine, the other deserves to be hung in the middle of town square. I think we know which one deserves what. 🤦‍♂️

The White fishing tournament cheater looking at 10 years, the Somali rapist of 2 little girls in Minnesota gets 6 months.

@jrouldz Oh mannn, I’m jealous. More people need to do this down in Texas, but then again we don’t work about people walking up and down our streets in the rural area lol

Beautiful iron gate on this townhouse I give it a 10/10

@srobo1_ Sending my prayers, Scott. You’re the freaking man!! Keep on kicking ass, sir🙌

Still in this hospital. I have watched CNBC all day. Supposedly going home tomorrow after two more infusions. This time it was a 4 day stay. Looking forward to being home tomorrow 🏡

@TradeChronicle I’m also skilled in this🕡

I have a very particular set of skills Buying the absolute peak and selling the absolute bottom

@TheBrilliantBu1 @LandoInvests Yes! This is the correct thing to do.

@LandoInvests Don’t cancel. Just don’t use it as much. Maybe run it with 1 transaction every 6 months or so. Have auto pay on. Maybe even an annual payment that you make.

I'm new to credit cards so I have a question for those that are more mature/have more experience Should I cancel my Discover Student card and just use my new Gold card? Genuinely asking if it'll ruin my credit or what I should do x.com/LandoInvests/s…

@Investinc_Intel Agreed my man. Kids getting last place at their schools or YMCA games, still getting “participation trophies” is crazy to me. Setting up the next generation for failure, but our future kids won’t be allowed that stuff, which is great. Always happy to support damn good people 🙌

@CrypticAether To many handouts and gold medals getting passed around. Mediocrity doesn’t deserve celebration IMO thanks for the support!

What mistakes do you see 18-27 year olds make with their money I am just 24 and I want to avoid as many mistakes as possible