Jasmine Jatt
99 posts


@Gubloinvestor But is it a bottleneck? Or have anything to do with AI supply chain?
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🚨Small cap Alert 🚨
Stock: $NAGE
Market cap: $292 M
Revenue: $130 M
Income: $19 M
5 stars Analysts price target: $12.60 (250% upside)
Insider ownership: 25%
Institutional ownership: 50% (Blackrock Vanguard etc)
it meets 7-Point Checklist:
Profitable ✅ – Delivered $6.3M in net income last quarter. They aren't burning cash; they’re stacking it.
Debt Free ✅ – A pristine balance sheet with $0 in total debt. Zero leverage in this macro environment is a huge advantage.
Cash Rich ✅ – Holding over $66M in cash, recently bolstered by the strategic sale of their non-core analytical business.
Double-Digit Growth ✅ – Consistently growing at 10–15% YoY as they pivot into high-margin clinical services.
Detached Price from Reality ✅ – Earnings are hitting records, yet the stock is trading near 52-week lows. The fundamental/technical divergence is massive.
Low P/S vs. Industry ✅ – Trading at a significant discount compared to other longevity and biotech peers, despite having 60%+ gross margins.
Heavy Insider/Institutional Ownership ✅ – Strong backing from strategic giants and a recently expanded $20M share buyback program. Management knows the stock is cheap.
Bear Scenario
Stock price is under 50 and 200 days moving average. RSI is low despite solid earning beats and guidance.
Final verdict
Except moving average, fundamentals seems strong here with all the growth, buyback, development and profitability.
New Patent: Secured protection for Niagen IV/Injectables through 2044.
Expansion: Now in 1,200+ clinics with high-margin IV services.

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@HyperTechInvest His account was created a couple months ago lol stop making shit up.
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@watchingmarkets Also, AMD bottomed when the market bottomed last year on April 7th, 2025. Now it has not had any meaningful bounce, and the market has bottomed since March 30th, 2026. Just my thoughts. I do appreciate your posts.
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I expect this to be the bottom for $NOW
Rotated AMD profits into the next layer of the AI stack.
The enterprise AI backbone, where agents actually get deployed, just became my largest single position at $90.
The market is selling the wrong thesis, AI doesn't replace enterprise software, it runs through it.

Market Watcher@watchingmarkets
I expect this to be the bottom for $AMD I just made the future AI giant my largest single position at $78.
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@watchingmarkets ServiceNow is not AMD. Trust SAAS margins will collapse.
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Feels like the BO moment below.
So, as long as the main trend hold, or we get a clean breakout here, momentum could take over. Patience is the edge.
x.com/watchingmarket…
Market Watcher@watchingmarkets
Comfy now, enjoy the HTF trade from here. $AMD (1D)
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@Wealthsimple How about you get us Taiwanese, Japanese, and Korean stocks?
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@nytemodeonly @NousResearch Claude code still beats Hermes Agent. I wasted a whole day with Hermes Agent and got subpar results, and it took forever, looping for an hour or more.
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How the hell do you get a Hermes agent to do something you ask? I gave it a task and it’s now gone through 3x 60/60 loops and still has not completed the task @NousResearch
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@borniliad @SandyPoint @RTNToronto born here nigga, any young Canadian will tell you the same thing. Blame the government, its designed to be a rat race. Goto any other country, quality of life is better everywhere.
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@JattRetarded @SandyPoint @RTNToronto Yet you j33ts still flood in, this is why everyone hates you, you shit on the places that you infest smh
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@Gubloinvestor Declining mental health, processed foods, and no sunlight, and arguably worse safety. If you can work remotely, it makes no sense to move to the Western world. It's a fast life here. No one's actually living everyone's just in a rat race.
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Why many immigrants in Canada feel "empty" despite the upgrade in lifestyle. 🧵
The Loss
❌ Large family support systems
❌ Warm weather & outdoor life
❌ Spontaneous social visits
❌ Affordable convenience (house help/easy transport)
The Gain
✅ Better career opportunities
✅ Clean air & water
✅ Safety & civic sense
✅ No corruption or bureaucracy
✅ Reliable social security
It’s a trade-off between Soul and System.
Most won't move back permanently, but the heart remains split between two worlds. ✈️
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@1947xxx @MarkJCarney @HonAhmedHussen Buddy, go read a history book. India's independence happened because of Sikhs. Sikhs have been in Canada for over 125 years. A small fringe minority, like your buddy Justin, likes to call it. Does not justify labeling everyone a terrorist.
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True we have large Sikh population. Unfortunately there are many terrorists in that mix who justify violence against India in support of a separate country. Canadians don’t want foreign problems brought here. All separatists should be deported, they bring nothing but trouble. You want to be a “freedom fighter”? Stay in the Punjab - keep your violent rhetoric and fund raising out of Canada.
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@SandyPoint @RTNToronto Country sucks anyways, only 4 months of sunlight a year here lol
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@RTNToronto Very true, and it's one of the reasons I'm leaving Toronto... I'm all for immigration but it's just Indian people who bring there Indian culture, garbage everywhere, shitting on the beaches. it's not the only reason I'm leaving but it's one of them
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@MyronGainesX Dude comes from the armpit of Africa and is complaining about brown ppl
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@trq212 This thing is burning through tokens. It’s completely unusable. You guys need to revert fast.
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Opus 4.7 is a model I’ve loved working with in Claude Code.
It’s more agentic and instruction following but also incredibly smart and creative. I think it takes a slight adjustment to get used to, but it's so good with auto mode.
Claude@claudeai
Introducing Claude Opus 4.7, our most capable Opus model yet. It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back. You can hand off your hardest work with less supervision.
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@bcherny Dude this is worse than 4.6 and eats tokens. Max plan unusable. Fuck
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Opus 4.7 feels more intelligent, agentic, and precise than 4.6. It took a few days for me to learn how to work with it effectively, to fully take advantage of its new capabilities.
Will post a few more tips throughout the day, starting with this blog post: claude.com/blog/best-prac…
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@aleabitoreddit Chart says it’s gonna tank once more before any upside
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After seeing $IREN report earnings with no new hyperscaler deals.
And seeing hyperscaler capex exponentially increasing:
-> It looks more and more likely $NBIS has something cooking for earnings through process of elimination.
Few other TLDR tailwinds past few weeks:
- Older GPUs have massively increased in price (see previous). Better for balance sheet
- GPU availability dropped off the roof (increased demand)
- Hyperscaler capex spend blowout (a large portion was cited for DCs)
- $NBIS likely went through the 25M share ATM this quarter so hopefully the end of dilution is in sight.
- Clickhouse raising at $15B valuation (getting close to main company valuation)
- “Uber is not returning to developing its own robotaxis” and relying on partners like Avride (Nebius subsidiary)
Things are looking good.
With the price reset to $92, if Nebius is still on track for $7-9B ARR EOY (700%+ y/y), should be a positive hold through earnings.
Of course I expect most of the ramp to happen H2 2026 to Q1 next year as the $5B in buildout capex spend converts to recognized $8B midpoint revenue + FCF.
With $NBIS, you’re basically holding 5 companies, each growing triple digits Y/Y and waiting for valuation to reflect Sum of Parts + growth.

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@moninvestor This guy has a crystal ball because he magically gets out right before bad news and he magically gets in right at the bottom for every stock
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$NBIS (Nebius Group)
Volatility-harvesting stack with directional bias,
my slightly bullish stance on Nebius, the same one I explained a few weeks ago, continues to be a money printer for me, using the same layered approach I explained before and used to make bank in December. Let’s walk through it again:
1) Layer One — Core view & position
This is the slow brain.
•Slightly bullish bias
•Likely longer duration / wider stop logic
•You’re betting on path, not timing
•This layer benefits from:
•Gradual upside
•Vol compression after spikes
•Time working for you
Key point:
You’re not trying to be right every day, you’re trying to be structurally aligned with the trend.
2) Layer Two — Spike protection + range trading
This is the anti-fragile layer.
•Designed to hurt less when Layer One hurts
•Monetizes:
•Violent upside spikes
•Mean reversion
•Emotional excess (yours and the market’s)
This is the layer that turns:
“Damn, that move screwed my core”
into
“Nice, that move paid me”
December worked because NBIS lived in this regime: sharp moves, fast retraces, noisy tape.
3) Layer Three — New tactical added today for next week
This is the short-dated expression.
•Time-boxed
•Cleaner invalidation
•You’re explicitly trading next week’s distribution, not the story
Opening it today suggests you’re seeing:
•Either volatility mispricing
•Or a short-term catalyst window
•Or positioning that’s too one-sided
Crucially, this layer is optional, not identity-defining. That’s what keeps it clean.
Risk framing - the real alpha
Stop loss: -2 on all positions
This is the most important line in the whole post.
•Same risk unit across layers
•Prevents “layer creep”
•Forces humility even when you’re right
You’re not saying “I’m bullish”.
You’re saying “I’m bullish until proven otherwise, cheaply.”
Why this keeps working
Because you’re not predicting — you’re surfing regimes:
•Directional drift → Layer One
•Noise & emotion → Layer Two
•Short-term imbalance → Layer Three
Most people pick one and get wrecked when the regime flips.
Here we are monetizing the flip itself.

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