🦛 🅰️​​​​​​​​​​​​​​​​ Steering Wheel 🦛

WTF $HOOD?! $RKLB

@bennybigbull My IRA thanks you

I must’ve been one of the only people on X that was actively pounding the table on $AVAV sub $160, given that it’s not a retail loved stock at all. The chart setup was just too good to turn down, and the best part is that the real move hasn’t even happened yet. LOCUST contract ➡️ $250

@bennybigbull That was my thought when $RKLB hit $120

I wonder if $RKLB in the $140s will be like $PLTR in the $200s? 🤔

@SpaceInvestor_D 🫡 Well done!

$RDW: Conviction Pays 🫡

@TorreGiorgio94 And when does that happen?

$MRLN I have bought MRLN at $8.20, one trading day before its earnings. It’s currently trading at $7 and I am loading again. As soon as they get their license to install AI systems on civilian aircraft’s, this stocks will fly to $40. This is the NEW RKLB!

@moninvestor The future of $GRAB

$SIVE keeps going. 😅 Congrats to everyone who got in early and is still invested.

@WheelieInvestor @RocketLabrador Now do $GRAB over the past two years

I will never understand why people buy stocks like $SOFI while we are in the biggest technological revolution of our lifetime You are missing out on generational gains

@Michigan_Value @RevShark Are you saying the CEO of $HROW is on the spectrum?

@RevShark I hear this sort of thing all the time. I know these guys pretty well. They don't give a crap about promotion, have zero idea how to run IR, and are obsessively focused on building the business as only neurodivergent folks can be.

$HROW It's always amazing to me how price moves dictate sentiment when the businesses themselves have done nothing materially different than expected. Consider ETON and HROW recently, both the subjects of my recent SA public articles. In each case I bought lower originally, $5.70 for HROW and $3.50 for ETON, but never mind that, let's just think about YTD 2026. Nothing has changed about the value of either stock YTD. Everything long term is exactly what it's always been. That's something like $100 for ETON and something like $500 for HROW by the end of the decade, call it 2030. Anyone can easily see this for themselves by looking even the most basic long term metrics over time - revenue growth, EBITDA margin growth - and then asking if the elements are in place for continued growth, as they clearly are. The details are uncertain, as is the timing. But the basic range of value centering around these targets, there has been practically no news at all. And yet... ETON's price from the lows YTD has doubled and HROW's price from the highs this year has been cut almost in half. Zero change in value, no news that matters to value has been learned, long term targets not changed. Short term prices have moved the relative price of these two stocks by a factor of 4. In each case, the stocks are simple to understand and easy to model over longer periods. HROW in particular is harder to model quarter by quarter because of the huge seasonality and the issues surrounding regulation and insurance, neither of which apply to ETON. So on a quarterly basis, ETON is easy. But both are very simple over a period of years. If you are a value investor, something will click about what I just said. Buffett always said value investing is simple, but it isn't easy. And that it doesn't take a lot of IQ - anything over 120 is a waste is what he said, not sure I agree - but the real trick is the right mindset. Someone losing their mind over this short term price movement and letting fanciful stories impact their decisions when the long term trends are as plain as day, that person may have the required 120+ IQ, but clearly lacks the right mindset. Buffett always said, too, that you can't teach that mindset. It either makes sense to you or it doesn't. I include this commentary here for those who have that mindset, but who are second guessing themselves right now. If that's you, ignore the fearful short termers who let the market tell them what to think, think for yourself instead, and act according to your views. For the rest, I wish you well, good luck!

@ironimmigrant @amitisinvesting $HOOD sucks. Too bad I can’t invest in this via $HOOD. 🤷‍♂️

@amitisinvesting What about $HOOD?

It has been a bull market, but not everywhere. There are MANY stocks down heavily YTD and while semis and AI can continue the rally, there are names that have been compounding and growing earnings but getting zero love from the market due to the sector they are in. I really do wonder if we will look back in a few years and see these as incredible opportunities OR if the liquidity around SpaceX, OpenAI, Anthropic and many of the "picks and shovels" of AI lead to these names being stuck for years. Not an easy time to have them in the portfolio, but it also may be worth looking at beaten up names if you can practice delaying gratification and buying incredible companies when they are hated the most IF those companies are not giving you a thesis-breaking reason to explain why they are down YTD but rather being influenced by a macro/thematic reason. Here's 10 names that may be worth a second look and if there is interest, I can create another article with a different 10 names. $RDDT $SOFI $SE $META $MSFT $GRAB $SHOP $CHTR $APP $NOW Substack linked below to read ⬇️

@sm0olr Plant a vegetable garden and some pollinator-friendly perennials. Fuck grass. Absolutely useless shit.

Being a homeowner is great and all but now it’s my responsibility to revive this absolute tragedy

@bennybigbull Depends on how much you use it I suppose

@DaSteeringWheel This one isn’t a depreciating asset tho 🤷🏽‍♂️

Knowing that this car exists should be enough of a reason for you to want to get rich. One day... 💭

@amitisinvesting Also: $ACM $ITRI

@amitisinvesting @ironimmigrant $HOOD is overly focused on degenerate gamblers instead of investors.

@amitisinvesting @ironimmigrant The other issue with $HOOD is they don’t listen to their users. Can’t invest in most foreign stocks No tax lots for options Can’t invest in warrants Can’t compare performance to indexes Instead, we can gamble on whether the U.S. Gov will announced that aliens are real.

@spacanpanman @jawnzilla Do you have a 1year PT for $BAER ?

$BAER: Top 20 Buyers of Bridger Aerospace in Q1. There's no institutional support, which is why the stock trades at such a huge discount. Rerating potential here is massive.

@bennybigbull Thank you SO much for bringing my attention to $AVAV Because of you I was able to buy in the $160s and $150s.

$AVAV competing for gauntlet phase 2!

@aleabitoreddit This

2 Year Return: 22,561.99% Pretty decent, right anon?

@ShawarmaCapital I’m bullish, but I wonder how long we’ll have to wait for a decent ROI. 2 years? 5? I don’t know.

$MRLN just wanted to reshare this CNN clip of Merlin. Pretty cool stuff. Physical AI is different and will be the next paradigm shift. edition.cnn.com/2026/05/20/bus…

@realroseceline I’d rather have $500 with a 99% chance $ASTS $RKLB

Would you rather have? 🌹