El Xan

@AlvaroMysterio @tweeterbeaterrr This didn’t age well

@tweeterbeaterrr Yes. 50% It can go up from here as well, but I like to have some cash for my peace of mind.

Scary out there. Always sit with cash.

@shortseller 150 bottom ?

$DUOL have been giving you more shorts than long this past 6 weeks...hopefully you've been paying attention

@AlvaroMysterio @tweeterbeaterrr Why 50% ?

@mvcinvesting That’s not the uk

Roman Chernin, co-founder of $NBIS, just posted this. 👀 It seems the company is preparing to announce the launch of one of its new data centers, most likely in the UK or Israel.

@AlvaroMysterio Do you still have $PGY ?

My arguments against over-diversification: How are the following 3 different? 1. You buy only 3-5 very well-researched stocks in 3-5 different sectors with the highest conviction 2. Millions of founders[Probably the most talented people in the world] running only one business in one sector that has their entire net worth in it 3. Billions of people working only one job in one sector that pays their daily bills

@mvcinvesting Are you adding here ?

$PGY is trading lower in sympathy with $UPST after a note from BTIG flagged concerning delinquency trends in Upstart's ABS securitizations: “August data from Upstart's ABS securitizations shows accelerating delinquencies in both the months of July and August. We are candidly surprised by the rapid increase. August 30+ day delinquencies across the trusts now exceed 11.2%, up from 10.4% in July, both of which are well above the 6–8% range that delinquencies have ranged at between October 2022 and May 2025.” While the market is lumping both names together, this may be more of a $UPST-specific issue rather than an industry-wide one. This is exactly why I've preferred exposure to a more conservative model like $PGY's, which doesn't take on the same level of risk as $UPST. ➡️ We’ll need to wait for Q3 results to confirm the impact, but $PGY's management attended Jefferies’ conference on September 3, and their positive outlook from the last earnings call remained unchanged.

@mvcinvesting When are you going to sell ?

As expected, $NBIS went from red to green even after announcing $3B in financing. Why? Because it was the logical next step. You can’t grow across multiple fronts and sign a contract worth more than your entire market cap without raising the funds to support it.

@mvcinvesting $MANO

If you had to go all-in on one stock and hold it for the next 24 months, which would you choose? Catch: it has to be under a $3B market cap.

@AAGresearch @ManoletePLC Might double down twice - quad down. Or am I lost ?

@El___60 @ManoletePLC What?

New report: Doubling my investment in Manolete Partners (LON: MANO) - Going for the jugular It drops tomorrow, 1:00 PM ET! —link in bio for my free blog #Investing #Insolvency $MANO @ManoletePLC

@Matt_vlietstra Favourite place you have been to so far ?

GM from Dubrovnik!

@HyperTechInvest What level would you take a $RKLB position?

My 4 favorite companies that I don’t own: $RKLB $PLTR $HOOD $TSLA

@mvcinvesting Used to be vocal about not gate keeping lol

I typically only initiate a position if I believe the stock has the potential to double while still offering an attractive risk-reward profile. It’s what I consider an asymmetric opportunity. IMO, that’s the case with $PGY, as well as with my most recent holding.

@OrekhovR @AlvaroMysterio $PGY

@El___60 @AlvaroMysterio I plan to hold till Dec 2026 and re evaluate the thesis then. It’s only just ramping up and getting discovered, why sell now

I sold all 80 $NBIS LEAPs after they were 100% up. I own some shares and I am now aggressively selling weekly CSP at $70-$75 strike prices

@Matt_vlietstra Space mining is a good place to start

It feels like we’re running out of stuff to speculate on.

@alc2022 Just sold $DUOL still weak after strong earnings

$HIMS and $DUOL are trillion $ companies in the making. Both are Singularity Scalers and will increase their FCF/share in tandem with the evolution of AI Scaling Laws - like $PLTR is doing right now.

@BullyEngolfing @mvcinvesting That was the old stock

@mvcinvesting Wasnt it at $86 in Nov/21?

$NBIS just reached a brand-new all-time high. 🔥 BOOM.

@Shrimp_a_Whales Let’s hope

@El___60 Short-term mkt’s a voting machine, but long-term it’s a weighing machine

Solid $BUR Q2 print

@sellentrading @TaPlot What is your $TEM average ?

@TaPlot 🤣 Yeah it belongs with $TEM and $INOD there

$rbrk officially now on my shit list.