LIGregC

@AmandaFGodsey I think this being a weak draft class played into it, that is why you see them taking role players like a returner or a full back rather than a position player with no chance to make the team.

My first thought about the Steelers 2026 draft class as a whole: I don't really get it? I think they got some good players, but I don't quite understand the direction of it. One of the stranger draft classes I can remember them having in recent memory.

@ThePoniExpress Seeing as though this draft class is a D/F as a whole I think you have to take that into account. In that Light B+. If Allar hits then A+.

Steelers 2026 draft class. Grade it. 1-Max Ihenachor OT ASU 2-Germie Bernard WR Bama 3-Drew Allar QB Penn St 3-Daylen Everette CB Georgia 3-Gennings Dunker G Iowa 4-Kaden Wetjen KR Iowa 5-Riley Nowakowski FB Indiana 6-Gabriel Rubio DT N Dame 7-Robert Spears-Jennings S Okla 7-Eli Heidenreich RB Navy I give it a C+. How about you?

@LesHolmes @MarkMaddenX @grok @grok Compare the scouting reports for Drew Allar with those from Dak Prescott during their respective draft processes.

@MarkMaddenX @grok Compare the scouting reports for Drew Allar with those from Dak Prescott during their respective draft processes.

If you keep finishing in the mushy middle, you’ll never get a sure-thing pick at quarterback. So you gotta buy a bunch of lottery tickets. What don’t you get?

@TommyJaggi Kaden will be the starting kick returner. This improves one of the team weaknesses.

This is so rich for a return man. C'mon, Steelers... There were still potential future starters on the board.

@SteelersNetwork Yes. Need a QB - can’t get Mendoza, Simpson, or Beck. How about the 6 foot 5 guy who flashes but his stock had fallen. Worst case great competition in the QB room with high upside. Best case, McCarthy doubled his chances to develop a stud w Howard Allar.

I don’t mean this with bad intent but is there ANYONE out there that is in favor of the Allar pick? I mean I even saw PSU fans saying they wouldn’t touch this guy. Holy moly.

@MikeDeFabo They did. Unless you’re talking about Lemon in which case he fell to them but Eagles sniped which happens.

If you're going to spend a fourth-round pick on a return man (a bit of a luxury pick), why not just use that pick to move up and get the WR you wanted?

@Alex_Kozora @MichaelAdesso With how much trouble the Steelers have had developing an effective return game I am totally happy with this.

Nah it's fine. Best RET in class with few having his skillset/production. I figured he'd go Round 4/5. Clear Year 1 impact. Don't wait.

This is a terrible take. Nobody “tipped off” the Cowboys. Every team knew the Steelers were high on WR and Lemon in particular. Eagles had Lemon high and thought it was worth it to trade to get him. The bad look is on the Cowboys who traded within the division and failed to leverage the deal with Pittsburgh (Steelers with 12 picks could obviously give them a way better deal).

Mannnn, Mike did NOT like when info got out in Dallas. This is objectively entertaining 🤣

@CNEagle89 @TraiDay79 x.com/charlesrobinso…

@LIGregC @TraiDay79 Yeah, I knew it was bad when he ran a 4.3 40 at his Pro-Day recently.

Loved every pick but one. I think we all know which one….

@CNEagle89 @TraiDay79 The injury is real bad, he is going to need reconstructive knee surgery.

@TraiDay79 Yeah, the CB they picked should have been Jermod McCoy

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@RemoteNavigator I think with what went on today we need a Semiconductor chart - TSM

Chart Requests! What a crazy week in markets! I will do some charting over the weekend. Get your requests in, one ticker each and I will see how many I can get through. Preference given to the tickers commented the most.

$TMDX ‘Igloo’ box companies refused to provide their device to participate in OCS2.0 trials comparison for DBD Heart and Lung. Guess what Waleed did? Today TransMedics will unveil its new controlled, active cooling preservation device, the Controlled Hypothermic Organ Preservation System (CHOPS), aimed at facilitating the enrollment of the control arms of the OCS ENHANCE Heart Part B and OCS DENOVO Lung clinical trials. CHOPS will be regulated by the U.S. Food and Drug Administration (FDA) as a new, stand-alone device for controlled hypothermic preservation. Importantly, TransMedics will submit an Investigation Device Exemption (IDE) amendment to allow CHOPS to serve as the control arm for both Part B of ENHANCE Heart and DENOVO Lung Trials.  if approved, this approach would also expand TransMedics' product offerings to include true controlled active cooling preservation devices to serve a broader segment of heart and lung transplant patients globally, based on prospective level 1 evidence. $TMDX enters in cooling preservation devices market as at the end of trials, they will have clinical evidence for OCS2.0 superiority AND alternative offering of Product that dominate DBD market today. So most probably, $TMDX will get PMI post trials for OCS2.0 and CHOPS.

@asklivermore Impressive, nice job once again. Most impressive thing is that you are hanging with your wife and your girlfriend at the same time!😆

All these trades were taken while I was on the toilet / in the restroom today. Once you understand how to scan for stocks, you can trade anywhere, anytime. I will teach you everything I know. I will show you all my trades every day. All for free. This is my promise.

@YoYInvestor @BlackPantherCap 100% valid. The war will end eventually and the stock will crater, then there is the overhang from the IPO lockup which expires in October. I expect a ton of pumping on this stock until then.

We should be honest about where all of the $AVEX revenue is coming from. Their pipeline is almost entirely tied to programs supporting the war in Ukraine. I’d like to think Buffet would see this as a huge risk. What happens if the U.S. scales back their support or the conflict ends entirely? Revenue doesn’t just take a hit in this scenario, it completely collapses. The lack of revenue and customer diversity is a major concern and shouldn’t be overlooked by impressionable retail investors. Anyone considering an investment in $AVEX should seek clarity on what revenue visibility is like without Ukrainian programs and what happens when the Madison Dearborn lockup period ends in October. If this business has such a strong suit of systems, why are all of their eggs in one basket? These are questions investors need to be asking.

The FinX battle on $ONDS vs $AVEX needed a referee. I ran both through my Warren Buffett’s & Peter Lynch’s Agents. Every angle. Here’s what two of the greatest investors in history actually say about this matchup. THE BUFFETT READ: Buffett looks for one thing first: durable competitive advantage. $AVEX has it. > $432.9M in 2025 revenue. > Funded backlog of $503M. > Net losses narrowed from -$78.6M to -$16.8M in a single year. > An 84% prime contractor position, meaning AEVEX writes the contracts, not subcontracts them. > A 28.4% win rate on competitive, full-and-open government bids. That is a REAL moat. Buffett would recognize it. But then he’d flip to the ownership structure. Post-IPO, Madison Dearborn retains 79.1% combined voting power. They are the seller in this offering. Not a buyer. Buffett’s rule on insider behavior is unambiguous: the people who know this business best are not buying it at $40+. They are exiting. The stock doubled in 48 hours after debut. No base. No 50/200-day moving averages. RSI likely north of 85. Margin of safety: negative. Buffett’s verdict on $AVEX: Excellent business. Wrong price. Wait. On $ONDS? He wouldn’t touch it yet. $50.73M in 2025 revenue. Ongoing cash burn. Serial dilution risk. No demonstrated path to free cash flow. Buffett needs to see the proof of durability before he enters. ONDS hasn’t produced it. Not at this stage. His verdict on $ONDS: Pass until the business proves itself. THE LYNCH READ: Lynch hunts differently. He’s looking for the TENBAGGER before it becomes obvious. On $ONDS, he finds the signal. > 605% revenue growth year-over-year. > A $140M forward target raised to $170-180M at Investor Day. > Revenue target ltr raised to $375M. > Market cap sitting around $5B. Lynch spent his career finding exactly this setup: a business growing faster than the market realizes, priced like it’s already failed. The institutional underdiscovery is real. The growth rate is real. The valuation gap is real. That’s the trifecta Lynch called home. But then Lynch would run the two-minute drill, the test where you explain the business simply enough that a stranger on an elevator can follow it. ONDS is getting harder to pass. Drones. Counter-drones. Ground robots. Israeli border contracts. German production hubs. Rail automation. Stratospheric balloons. Lynch coined “diworseification” for this exact pattern. He’d be watching the acquisition pace very carefully. His verdict on $ONDS: The setup is there. Prove the focus first. Gate: May 14 Q1 earnings. On $AVEX? Lynch sees what Buffett sees: a great business at a bad price. Stocks that double in 48 hours with no base are not entries. They’re exits. He’d add $AVEX to his watchlist and wait for the inevitable consolidation. THE SPLIT VERDICT: Both frameworks. One clear conclusion. $AVEX builds the better business today. Cleaner moat. Proven contracts. Near profitability. A management team that controls its own destiny. $ONDS has the better stock setup. The growth rate, the valuation gap, and the institutional underdiscovery that Lynch said is where tenbaggers live. But both verdicts are WAIT. The winner of this battle isn’t determined by which company is better. It’s determined by which investor you are. If you’re Buffett, you own neither right now and you’re watching $AVEX for the pullback. If you’re Lynch, you’re circling $ONDS, building a small position, and waiting for May 14 to confirm the thesis. I know which framework fits this stage of the market cycle. -BP Not financial advice. Do your own due diligence.

Drone Defense….. $ONDS, $AVAV, $KTOS, $RCAT, $AVEX

@asklivermore Now that’s conviction!

@LIGregC always

As a full-time day trader: 1. My bare minimum goal is 5% per month, thats $19K per month (typically I make more). 2. After taxes, that's $12,285 per month. 3. After expenses, that's $4K per month. 4. I use that $4K and go all-into $ARM every month. My condo and car are fully paid for. And I have a $4M position in $ARM.

@InfinityTradesX Craig, I hope you and your daughter are doing well. Miss your insight and selflessness.

@SurvivorPenner That’s top notch!

Yes, and some other incredible guests!!!

Just like we are seeing currently with AI, there won’t just be one winner in the Drone Defense Sector. Detection, Neutralization, Command and Control, Integration Services, all will have winners and the US government is only one of many customers. $ONDS is uniquely positioned not just because it plays in each segment but because their “secret sauce” is their proprietary FullMAX wireless platform that allows massive amounts of data to be transmitted instantly across miles of territory without being jammed.