Bars4Dayz

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Bars4Dayz

Bars4Dayz

@HTSThesis

26. Trade theses, setups, and post-trade reviews. Small caps + momentum. Evidence over hype. Validate your conviction. Not financial advice.

Katılım Nisan 2026
92 Takip Edilen29 Takipçiler
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Tuki
Tuki@TukiFromKL·
🚨 Berkshire Hathaway just tripled its stake in Google.. from 17.8 million shares to 58 million.. nearly $17 billion this is the first 13F filing under Greg Abel.. Warren Buffett's successor.. the man who spent 60 years telling everyone "don't invest in what you don't understand" and avoided tech like it was poison in 2011 Buffett called himself an "idiot" for not buying Google early.. said he knew the economics were incredible but couldn't pull the trigger.. for 15 years Berkshire sat on the largest cash pile in investing history and barely touched Silicon Valley Buffett retires.. and within months his successor bets $17 billion on a single tech company meanwhile three days ago Bill Ackman dumped Google for Microsoft.. two of the smartest investors on earth just took opposite sides of the same trade Buffett spent a lifetime building the playbook.. Abel just rewrote the first page
Kalshi@Kalshi

JUST IN: Berkshire Hathaway increases its stake in Google by 200%

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Blake Burge
Blake Burge@blakeaburge·
Underrated life advice: Make yourself easy to root for. Be kind. Be reliable. Celebrate other people’s wins. Work hard without complaining. Carry good energy into rooms. You'll be shocked by how many doors open for you by making life better for others.
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Tesla
Tesla@Tesla·
Tesla Vision allows us to deploy airbags up to 70 milliseconds earlier if your Tesla detects an unavoidable collision This can be the difference between serious injury & walking away from a crash
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Bars4Dayz
Bars4Dayz@HTSThesis·
@BartBart6661 Mind if I ask why u started before the ATH? Lol doesn’t even make sense unless you were just trying to show a “breakout”
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Bart
Bart@BartBart6661·
$ONDS weekly, looks ready to rip
Bart tweet media
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Bars4Dayz@HTSThesis·
@ronmortgageguy I thought u said I was a bot? Don’t tell me ur pussy now? 😭 and I ain’t say nun bout a fistfight 😂
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Ron Butler
Ron Butler@ronmortgageguy·
@HTSThesis Hmmmmmm DM you so we can arrange to meet & have a fistfight..... Are you 14?
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Ron Butler
Ron Butler@ronmortgageguy·
DAMN IT! For Years We Thought Today Was A Canadian Holiday May 24! Victoria Day! Beginning of Summer! All those years we were wrong: its Actually Tamil Genocide Remembrance Day Put down the beers Get off the patio Stop fishing Stop Camping It's a solemn day of Remembrance
Mark Carney@MarkJCarney

En ce Jour commémoratif du génocide des Tamouls, nous pensons aux dizaines de milliers de civils tués durant la guerre civile au Sri Lanka et aux survivants, aux familles et aux communautés qui ont tant souffert, y compris de nombreux membres de la diaspora tamoule au Canada.

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Bars4Dayz@HTSThesis·
@ronmortgageguy Very far from liberal as well, ur take here is just retarded buddy u gonna die soon anyways tho by the looks of it so whatever enjoy the last couple years or months of ur life throwin takes like this I guess 😂
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Ron Butler
Ron Butler@ronmortgageguy·
@HTSThesis Liberal Bot That's an interesting touch adding the homophobic slur Must have been hard for the Boss to approve But a clever way to deflect from the Liberal Source
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Bars4Dayz@HTSThesis·
@ronmortgageguy “Bot” lol my dawg ur kids probably hate u, u probably molest ur grand kids if u have any and u sit behind a lil screen throwin the dumbest takes cuz if u said this in person u probably getting rocked like the fat little fuck u are 😭😭😭
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@somewheresy·
DEI stands for Datacenter, Electricity and Infrastructure now
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Mason
Mason@CardinalMason·
The literal #1 most suicidal belief you can have is that you’re an introvert/socially anxious/don’t like people. I was this guy until around 22. Thought I was better than everyone else and actively chose not to be social. Life completely changed when I started interacting with random people and just trying to make them laugh. Opportunities opened up, made relationships with people I never thought possible. Everything was just less dull and boring. Every day was fun for no reason. You cannot be a lone wolf. It’s a mental illness. Life is meaningless without people.
Goldie@dezgoldie

I believe in socializing basically 24/7. This has made me more money than anything else. High energy levels and constant social interaction.

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My screen is red
My screen is red@tradeoilstocks·
“Give them a massive amount of oil, agricultural land, copper, freshwater, and every natural resource in the world. Now make them neighbors with the biggest market in the world. Great, now have them leave the resources in the ground and instead flip condos to each other”.
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y@ysuckme·
worst case scenario I’ll make it. best case scenario I’ll make it big.
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@lekimgym·
Enjoy being while becoming
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Brad Schulz
Brad Schulz@Brad_E_Schulz·
Category Overview (as of 11:35amEST): Clean Energy: +6.21%; 23 of 23 Up (>=7%: $FCEL $PLUG $FLNC $AMPX $BE $OKLO $SHLS $ELVA) TechServices: +4.82%; 19 of 24 Up (>=7%: $WYFI $DGXX $BNAI $NUAI $APLD $NBIS $HUT) Semis: +4.37%; 54 of 72 Up (>=7%: $MRAM $GSIT $POET $ALMU $NVTS $HIMX $WOLF $QCOM $AEHR $AXTI $SMTC $CRDO $ACMR $RGTI) Electric/Util: +3.65%; 16 of 24 Up (>=7%: $BW $VICR $NRGV $VRT) Materials: +2.81%; 97 of 117 Up (>=7%: $HYMC $IPI $ALTO $ASM $ASPN $EXK $USAS $SVM $TROX $DC) TechHardware: +2.55%; 25 of 44 Up (>=7%: $P $IONQ $OUST $UMAC $COHR $LASR $LPTH) (1 of 2)
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NoiseToAlpha
NoiseToAlpha@noisetoalpha·
$SHLS delivered huge revenue growth, but the market will focus on margins and liquidity. Q1 numbers: • Revenue: $140.6M, +75% YoY • Adjusted EBITDA: $21.1M, +56% YoY • Adjusted EPS: $0.07 vs $0.03 last year • Book-to-bill: 1.1x • Backlog + awarded orders: record $758M • Forward 4-quarter shipments: $627.6M The demand story is strong. Shoals is benefiting from utility-scale solar growth and its expanded “Mega Plant” capacity. But profitability is under pressure. Gross margin fell to 29.2% from 35.0% as cost of goods sold rose faster than revenue. Liquidity is also tight: • Cash: $1.9M • Net debt: ~$180M • Total liquidity: $17.3M • Net debt / adjusted EBITDA: 1.6x The bull case: record backlog + U.S. solar resilience + lower capex + operating cash flow recovery drive a strong 2026. The bear case: margin compression, litigation costs and limited liquidity create execution risk. $SHLS is an execution and margin recovery story now.
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