Dopamine Capital

@A_May_MD Adam’s been looksmaxxing I think He’s clearly mogging here

From the Yet Another Value Podcast last week: “Sanofi is still kind of being stubborn about it. I think another case of two of Kaposi’s sarcoma and they’re gonna can it as well.” Let’s see what $SNY does. $NKTR waiting to see!

@ReidoFinancial Great writeup

$UAMY Bullish on this name. (A must read below) 🧵 United States Antimony Corporation (USAC) USAC is the only fully integrated Antimony company in the United States outside of China & Russia. Read that again. You may wonder what that means… but first off who is the leader of this company? Gary Evans (CEO & Chairman): Gary is a no bull shit type of person. He brings a wealth of knowledge to the table having led other successful public companies in the past. Go look up him up & listen to him speak - you'll be VERY impressed. Gary is pounding the table on how important this company is to the USA, as China controls a majority of the world's critical mineral supply. The Trump administration is hyper-focused on shoring up access to critical minerals & USAC is moving at warp speed to accomplish this. (They are working in tandem with the government) USAC extracts minerals including: antimony, gold, silver, tungsten, copper, zeolite & more. Antimony --> operations located in Thompson Falls, Montana. Accounts for a majority of revenue currently. Antimony is a critical mineral that is used in military ammunition, data centers & more. China controls ~90% of the world's supply. Look into this on your own… you'll be quite surprised what you find. The company announced a $248 million contract to deliver antimony ingots to the U.S government over 5 years with $75 million occurring in 2026. Additionally, the company announced a $106.7 million industrial antimony contract they'll deliver over 5 years. The CEO Gary Evans literally took these guys on his boat fishing & joked about more business coming down the pipe because of it. USAC is also completing an expansion of its Antimony smelting operations in Montana where they will be able to receive antimony from countries around the world & smelt it into acceptable grades of antimony.  This expansion triples their smelting capabilities & the coolest part about this site is a previous company shutdown operations here in 1983 & USAC is reviving this operation. I believe there will be more contracts coming down the pipe. USAC is also beginning new operations/exploration in Alaska that will increase their critical mineral capabilities. They expect to extract antimony, gold, silver, & copper here. USAC is very excited about their Alaska operations & Gary believes that this will be a MASSIVE part of their future. Tungsten --> This is a new venture located in Ontario, Canada. The company shared that this site has inferred resource value of $4.6 billion. Yes, $4.6 billion. USAC just filed a resource report with the SEC for this. Huge opportunity here. Zeolite --> located in Preston, Idaho, Zeolite has many applications. USAC uses Zeolite for water treatment & agriculture. Water treatment accounts for 75% of revs in this segment. Although this is small % of revs, Gary has said they are in talks with major public/private companies about this division. It will be interesting to see how this part of the company evolves over time. I expect this to get big one day. Investor Relations: USAC has just recently been listed on the NYSE which of course is a major catalyst for exposure. In 2025, Gary & Jonathan Miller (investor relations) met with 350 institutional funds for one on one meetings. Institutional ownership has (& is) sky rocketing in this name. Having this type of exposure is very bullish and visit @USAC_Bull profile as he highlighted this recently. Financials & Capital Markets: 2025 revenues: ~$39million (in line with guidance) & COGS of $29.38 million. USAC is a profitable company when you take out non-cash items such as stock based comp. Gross margins for the entire company are 25%. I expect this to increase moving into the future, but again this company is PROFITABLE with less than $40 mil in revs. USAC has forecasted 2026 revs to be $125 million. (More than triple) Debt --> USAC has $195,000 (thousand) in Debt. Yes you read that correctly. The CEO is adamant on keeping debt at a minimum & I believe he will keep his word. He has publicly stated that as a mining company he wants debt near zero. He has also stated that they are in conversation with the U.S government regularly about receiving grants. They have already received a $27 million grant from the government. Cash --> USAC had $91.3 million in cash on hand as of 12/31/2025 - This is a healthy amount heading into 2026 USAC could receive government funding in 2026 as another source of cash (see above). Employees --> USAC has ~ 100 employees showing that its lean yet efficient. I expect this to increase but not rapidly - as Gary seems to run a tight ship here. Again, Gary does not mess around, he hires very skilled individuals. Board of Directors: General Jack Keane sits on the board of directors for USAC. He is a retired four star general leading national security and foreign policy with a 37 year military career. (massive respect) He knows how important critical minerals are and is a key asset to USAC. This guy most likely has MASSIVE connections to the current administration. Go read his bio its impressive. I will not bore you with rest of the board (go see for yourself), but they also have a guy with 40 years of mining experience who sounds like all he's done is inhale dust, smoke cigs, & chew tobacco. His name is Joe Bardswich -he seems bad ass & knows his 💩 Risks: Of course there are risks here. Such as, seasonality of mining seasons which could lead to revenue being lumpy. Spot price volatility could play a factor, and we all know small caps are very exposed to the ups & downs of macro. They also need to execute on plan. With high risk comes high reward. Conclusion: Shoutout to Topher & Associates for bringing up this name. This is a VERY high level post, and I do not claim to be an expert on any of this and these are my own opinions from listening to the 2025 Q4 call. Gary Evans is building a critical mineral powerhouse and is the real deal CEO. GO LISTEN TO THE Q4 2025 CALL & I believe you will be quite surprised. I believe this company is setup to have great success. Do your own research. Thanks for reading.

@LogicalThesis Yeah, it boosts testosterone — I’m sure a lot of people do well with it, just wanted to mention that this individual side might happen to some people. At the end of the day, sexual function isn’t only dependent on testosterone but also very much on neurotransmitters.

@DA_Capital_ So crazy bc I thought it's very good for testosterone

People on here are stressing about markets everyday I've been using the last couple weeks to: 1) focus on work outside of stocks 2) address my months of elevated stress Taking it easy & preserving mental capital. Experimenting with magnesium, ashwagandha, and soon L-theanine.

Good that you noticed it, man. There are also some cases of symptoms that are very similar to post-SSRI (antidepressants) sexual dysfunction, so even though I personally would never recommend Ashwagandha, I’d say if you keep experimenting pls also pay attention to sexual function. I think the symptoms for some might be so similar because both SSRIs and ashwagandha can desensitize 5HT1A receptors. If they get desensitized, you basically lose the negative feedback of serotonin, meaning there’s no brake anymore, serotonin keeps getting released and making you numb, similar to people on SSRIs (((( maybe this is helpful for u if u put it into Gemini )))) Only researched this one briefly back then, so just my quick thoughts. Good luck !!

@DA_Capital_ Oh man. I felt the numbing last yesterday and I take 1/3 the suggested amount And I may even stop it while I continue experiment

@Baze_Trader @LogicalThesis Yes !!

@LogicalThesis Careful with ashwagandha, can cause depression for some people.

@monaco_biotech @AreteTrading Yup, thanks for sharing

A great read. Best to read it before the market opens on Monday. A must-read for stock market newbies. Thanks @AreteTrading for another hit piece 👑 open.substack.com/pub/arete753/p…

Ok they’re literally trying everything to pump my $VG and $GLNG at this point

If this dip surprises you, just put the fries in the bag bro

@LogicalThesis Absolutely

Hopefully some of you found value in my commentary as the market sinks into new lows

@pennycheck Lmao do u have any idea how high this can go fundamentally? I’ll have to run the numbers later

My ability to deploy money on margin has gotten so good Makes me wanna call the bank again… god I’m so addicted to borrowed money😣

@aleabitoreddit U gotta check out $M7U Tiny photonics company Their product is inside almost every InP MOCVD reactor

I’m sorry everyone… I thought $TSEM was a steady compounder over time like $TSM but it’s going up 17% a day?

@EricLDaugh so kawaii

🚨 WOW! Japanese PM Sanae Takaichi just STUNNED the world, declaring only President Trump can achieve peace as he decimates the Iranian regime "I firmly believe that it is only you, Donald, who can achieve peace across the world!" "And to do so, I am ready to reach out to many of the partners in the international community to achieve our objective together!" "So today, I came here at the White House to directly convey this message to you." 🔥

@aleabitoreddit Have u looked into $M7U Tiny photonics company Their product is inside almost every InP MOCVD reactor

$TSEM and the Photonics Supercycle… Doesn’t like they’re bothered with Iran or Silver and Gold crashing? Almost every name from $AAOI, $COHR, $SIVE, to $LITE is green. This is what happens when capacity is sold out for the next few years or it’s in the center of scaling the AI buildout. Better to stay long rather than get distracted by macro.

$VG $NEXT $GLNG

Oh my lord… $NRGV $EOSE

@Nietschecapital @aleabitoreddit I’d think so. Was just using Serenity’s numbers to explain NOLs Not into US tax law, so idk how exactly Meta decreases their effective tax rate but I’d assume something similar applies to Reddit.

@DA_Capital_ @aleabitoreddit wouldn' they be taxed around 13% $app and $meta rate

$RDDT is getting ridiculous. Looks completely mispriced. Now down 40% over the past few months. If you strip out carry-forward losses, their net profit is ~28% of revenue, which is absolutely enormous. And they’re growing forward revenues 50%+ Y/Y after 70%+ Y/Y growth. If you ever look at $META, you know how much revenue can be optimized/user. There’s an incredibly high ceiling for monetization with Reddit. It’s already derisked since IPO since Reddit is now one of the fastest growing and highest margin companies in the market. One day if it pulls a $CRCL post earnings, we’ll look back and wonder how this was valued at $24 billion MC.