Kush🔆

@gurgavin $CVNA now @51 Remember this tweet

This is a savvy legal move by Trump. May 1: War Powers letter formally ends hostilities, preserves force posture, asserts Article II constitutional authority. May 3: "Project Freedom" announced as a humanitarian operation, not military. Monday: US Navy escorts neutral commercial ships through Hormuz under freedom of navigation rights. If Iran fires on it: that is Iran starting a new conflict. Trump is responding defensively, not attacking. No new War Powers clock starts because the US did not initiate hostilities. Iran did.

👏👏$GME

as an investment thesis. Not rockets. Not satellites. n/n

the moon and Mars” as core business. *8/ First to claim a $28.5 TRILLION TAM* “More than total US GDP.” Filing also admits: tech is unproven, may not be commercially viable. *9/ Bottom line:* First time public markets are asked to bet on Mars + space AI 5/n

Here’s “firsts” from #SpaceX IPO filing: *1/ SpaceX just filed for the biggest IPO ever. The SEC docs are wild. Here are the “firsts” that break every rule:* *2/ First $2 TRILLION space IPO* Target: $1.75T–$2T valuation, raising $75B. 1/n

@prakdadlani Usually 'buyer from Delhi' is a red flag to begin with :)

2 months ago, a buyer from Delhi came to our factory. He walked through the entire setup, criticized whatever he could, and spoke like he was going to do big business with us. He liked our product, asked for samples and full specs, and we shared everything without delay. We quoted INR 410 for 10,000 pieces, payment in cash. Then the calls started. Not with clear decisions, but with small complaints about things that did not really matter. While we responded properly and took in whatever feedback we could, we also made it clear what we could change and what we could not. Then came the haggling. He countered at INR 390. After some back and forth, he finally confirmed at INR 400. He said “done,” asked for the PI, we sent it, and then he went completely silent for a week. No calls, no messages. During that same time, all material costs went up. Then suddenly, he called again and said he was ready to confirm, but now he wanted only 3,000 pieces and also asked for a 4% cash discount (even though the quotation was already based on cash), as if he was doing us a favor. Work was slow and we had some stock, so after thinking it through, we agreed to a 1% discount and sent a revised PI. Once again, silence. After a few days, he said he was in China and claimed prices there were cheaper. I knew that was not true, so I simply wished him well and told him to buy from China. But he came back again, saying he still wanted to buy from us. This time, he asked for a full cost breakdown including plastic, electronics, labor, packing, and our profit. We work transparently, so we shared it. Then he said our profit was too high and demanded that we reduce it. We told him cost is a fact, profit is our principle, and flatly refused. He kept pushing. He asked for detailed molding costs like plastic rates, cycle time, burn loss, and labor. That was the point where it was no longer about business. It was about control. So instead of arguing, we calmly told him the goods were sold out. He got livid, started shouting, and said we had no right to sell the goods since he had already “confirmed the order.” I stayed calm, said sorry, and ended the conversation. Now, even if he comes back ready to pay more, I will not supply to him. I have seen how these deals end. They always bring stress, delays, and problems. Some business gives you money but takes away your peace. Over time, you learn it is better to do less business with the right people than chase more business with the wrong ones. I would rather have fewer orders, better sleep, and a clear mind than deal with this kind of harassment.

@BlueMoonTrades It's good to be 'someone' sometimes 😜😂

$GME $EBAY Someone always knows !!! GameStop has been quietly building a stake in eBay ahead of a potential bid, which could come as soon as later this month. Part of CEO Ryan Cohen's plan to turn GameStop into a "$100-billion plus juggernaut." WSJ EBAY GME GAMESTOP COULD SUBMIT OFFER FOR EBAY AS SOON AS THIS MONTH: WSJ

The right ones: Picking, holding on, Shuffling Has taken my portfolio to Life time highs 🙏

You keep shorting on their best and Larry keeps pumping $ORCL $ORCX Not sold a single stock, will hold till min $200+

Hope all enjoyed $NVO $NVOX 😍

@renchikh @aleabitoreddit I remember it being a victim of misunderstanding due to similar name. Fair value price should be anything above $3. 🤞

@aleabitoreddit @Focussed_Swings Still covering VLN? We had a nice jump yesterday.

If you don't know my style by now: I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain. I'm not always right, though. $AVAV and the drone sectors were my biggest losses this year outside of $RDDT ( $OSS did end up 60%+ ). I still believe fundamentally companies like $AIRO, $LPTH and others are extremely solid long term. ( $AIRO is still up ~15%, but lost majority of it's 70%+ gains, Draganfly dropped way more) And there's very unrealistic expectations from looking at $SNDK supercycles that everything can go up 100% a month. The main catalyst I've identified around that sector was the Venezuela invasion's usage of hidden drone + edge defense contracts/subcontractors. And I expected there to be follow-up funding into the sector. However, I mentioned I de-risked around the Greenland deal (majority of defense contractors crashed) but kept smaller concentration in stuff like $AVAV. SCAR program loss to others like $AVAV was even a bigger surprise and I lost even more. Unfortunately, the War in Iran focused around larger defense contractors like L3 Harris, $NOC and private companies like Anduril, and some energy directed suppliers like $LASR. So there weren't many tailwind recoveries for drone companies. That being said, I do know how to cut losses. But I still get a lot of crap saying oh look at "X stock they've liked earlier in the year". I'm very transparent when it comes to these things: A certain executive in the $IREN community are known to delete all their posts after their followers lose 90% on $BKKT or $ASST post-dilution. Majority of my stocks I identify are extremely solid fundamentally so they either hold their level since my original thesis. And I post risk-levels / conviction-levels with them too (risky ones obviously have more downside). I have skin in the game compared to others that just post hot takes. So if my thesis is wrong, I lose money personally (there's ton of more fills like this, just endless losses on $AVAV). But I leave everything up so you can see how things play out.

Wow 🤝🫶👏👏

$QCOM $180 yet ?? 😊😂😂

Ty $NVO 😊💥💥

Everyone chasing $QCOM $QCML Read the tape, enter early and then enjoy the ride....loong way to go imo. Min PT $180 for me

Absolutely worth it 👇