ExtravagantCards

This entire run up has actually just been pricing in all the possible inclusions into Leopoldo’s 13f. Sell the news

@shahh X clears not even close

The great debate One app for trenching What are you picking?

@pennycheck Sell KRC buy more PUMP

Which one of these sub 10B mkt stocks in Leopold's port do you think he will add to ? Which ones will he cut ? one guess for each $236 to anyone who nails both

@citrini $BOT

This is so unbelievably cool.

@citrini Except this time looks like the crypto crowd has caught on. Notorious top buyers in legacy mkts the past couple years.

For everyone saying that IBKR allowing retail to invest in Korean equities will mark the top, there’s very little signal here. Look back to when IBKR enabled Taiwanese equities. Back in July 2023, most of these names traded at truly unjustifiable discounts to their western peers. That discount has gradually narrowed since, and MSCI Taiwan is up about 150% since.

@BryzonX One thing I’m not following though. Why would they want to expand memory usage on each gpu if memory is scarce?

Memory is so scarce big tech is trying to expand supply What if there was a company sitting on loads of memory inventory from Hynix that allows you to expand your current GPU memory usage with a simple plug in?

@Vmaxpax skyloom?

@morgan__trades I had some on Schwab. Prob not your size tho

Bought puts instead of shorting btw, nobody has inventory

@sanfrantrader @peterkto Just enough oarticipants join your viewpoint and it will have a quick crash

@peterkto Not involved at all either but I think people fail to realize it could just slowly bleed out/revert back over 6-12 months as opposed to the quick intraday crash everyone is looking for

"How I blew up shorting a car rental company -- a trade breakdown" -- not trading this but if you blow up, let me know and ill do an interview and turn it into a post. itll be your consolation prize.

@BussinBiotech Great post

$LPTH below is a comprehensive and chronological thread cataloging every NGSRI update that we have received, along with leadership commentary, gathered over the past ~3 years 🧵

@stevehou Vague post, get some minor detail wrong to encourage commenters correcting you

Ok this was me before. I have decided that I do want more followers after all now that I am so close to 50K. What slop do I need to post to get me there?

crypto guys catching on

@RichardMoglen the opposite of what most expect

Gap and Go? Gap and Reverse? Gap, Fade, Recovery?

@Crowded_Mkt_Rpt Still short CAD? Which day was the news failure

In todays market recap video you can watch me low tic the market to the exact minute.

@calvinfroedge Looks like every chemical stock’s chart amalgamated into one

Imagine learning some of the biggest beneficiaries of the Hormuz closure have charts that look like this

@alecttrona Not a fan of the shoes on the right

Pulling off basics is all about fit and being fit

@BlackScholesMan Hahahayoure a crazy ma

Finally got the natural gas trade right..

@JonhernandezIA @jukan05 Where did you get it

We are here right now, you can get a good 5 star hotel for 100 a night. No one speaks English but you can buy a translator device with Ai for 50$ they are very common and super practical, of course you can use an app, but first shop you go they wk. Have the translator and the form factor is awesome

I'm considering traveling to Shenzhen... but the prices are insane? For the price of one night in a 5-star hotel in Korea, you can stay three nights in Shenzhen (based on 5-star hotel standards). I've heard English is barely spoken in Shenzhen... Should I use a Chinese translation app?

@BlackScholesMan One of the hardest asset to trade

Given the shorts have driven $BOIL down to a 52w low this could get interesting tomorrow. REALLY regret not just rolling my calls. However, this is the event I've been trying to time: short duration $BOIL calls over a long weekend. Just hasn't worked out until now.

@BlackScholesMan @fundmyfund I forget exactly where I sourced it, but in my notes it says timeline for this contract is 2027 earliest

@fundmyfund and then you have it compare/contrast between $RTX solution which we know nothing about. It's a coin toss either way. However, there are still other markets to sell into and you have a facility that can make glass that can withstand Mach 4 forces

Re-reading this presser, I don't feel as pressed that we will be getting a NGSRI decision soon. Also I am moving my thoughts to both $LMT & $RTX will get a portion of the contract due to govt wish for competition (good) but I'd of course like $LMT to get the bigger slice $LPTH $KOPN Breadcrumbs: Utilization of the word "first" here ➡️Lockheed Martin successfully completed the first of a series of flight tests to demonstrate its Next-Generation Short-Range Interceptor (NGSRI) capability and here ➡️The successful completion of this first flight test is a testament to our team's agility and drive to deliver critical capabilities on an accelerated timeline. imply a series of tests. How many and over what duration? Who knows. news.lockheedmartin.com/2026-01-13-Loc…