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@elonmusk @TrungTPhan Maybe he did think of investing in $TSLA but Bill told him he shorted it
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🚀☀️🔋🚗🧠🚇
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@Lootster
$TSLA bull since 2019. $PLTR bull since 2021
Singapore Katılım Mayıs 2013
400 Takip Edilen1.1K Takipçiler
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@cantonmeow This is a great interview with @sheslee. She definitely has a great acumen in selecting stocks to concentrate in. Looking forward to part 2!
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@sheslee @0xgregoriolll Yes, better to buy confidently at higher prices than to recklessly buy low.
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I bought $BB in the meme stock run as a quick trade at $17~.. price tanked, I got stuck and just left it.. decided to take another good, hard look in 2023 to see if it’s worth averaging into… perhaps try jog my way out to profitability and discovered the company is now a different beast
Key point then was the new internal-hire CEO @john_giamatteo’s pay cut alone was going to push the company to profitability. @JohnChen had been bleeding (pillaging) the company dry for years and made some terrible business decisions (imo)
A profitable company is always a good company 👍🏻
This is why it takes years to build a big position… because it takes time to watch the company grow, evolve, execute; and each step along the way, you decide whether or not to add to that position.
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AI is not going to replace you, the people using AI are the ones who will replace you.
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Very nice to have talked with @sheslee today.
Highlights
1. Lee’s sharing on $PLTR becoming a 1T company and more
2. $OSCR is on its track to $39.
Cantonese Cat 🐱🐈@cantonmeow
Danny @dannycheng2022 and myself were sitting at his clubhouse, and we got a hold of what we think is a legendary fundamental investor and trader @sheslee. We went through how she was one of the early investors in $TSLA, how she sold near the top and migrated heavily into $PLTR in the single digits, as well as recent successes with $OSCR and $BB and more! I wished we could keep going, but @dannycheng2022 and I have to go destroy the buffet right now. We hope to have a part 2 with @sheslee to discuss what she think could be the next $TSLA and $PLTR soon!
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@FluentInFinance I straight discount 99% words coming from a financial journalist 🤭
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“A crash is coming.”
Andrew Ross Sorkin says a massive crash is inevitable. He’s one of the most credible financial journalists in the world.
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@Lootster @dannycheng2022 I have a big position about of 3% of my port, but before was also 9/10% ;-) We'll see... I'm positive about Iren
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$IREN
IREN is often viewed as a Bitcoin mining company.
But the company is increasingly positioning itself as a renewable-powered compute infrastructure business, expanding into AI cloud services alongside its core mining operations.
From a cash flow perspective, the story is still early.
Despite strong revenue growth and improving operations, free cash flow per share remains negative because management continues to deploy large amounts of capital to expand infrastructure.
What stands out:
• Revenue growth accelerated significantly
• Operating cash flow improved sharply
• AI infrastructure creates an additional growth lever
• Large renewable-powered data center footprint
What still concerns me:
• Free cash flow per share remains negative
• Heavy capital expenditure continues to absorb cash
• Share dilution has been meaningful
• Execution still depends heavily on scaling efficiently
My view:
IREN looks more like a high-growth infrastructure build than a proven cash compounding business.
Interesting if management can convert today's investment cycle into durable free cash flow.
Not yet a high conviction compounder.
Key takeaway:
Growth creates excitement. Free cash flow per share creates long-term shareholder returns.
*Disclaimer: Analysis may contain inaccurate figures.
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$TSLA could be next.
I love this rising 20 month SMA keep holding as support.
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$ANET
Arista Networks is quietly becoming one of the strongest cash-generating businesses in modern infrastructure.
While most investors focus on AI headlines, Arista has been converting demand into something more important: free cash flow.
Over the past few years, free cash flow per share has expanded rapidly, supported by strong operating margins and disciplined capital allocation. Importantly, this growth was achieved without meaningful shareholder dilution.
What stands out:
• Free cash flow per share grew aggressively over multiple years
• Share count remained relatively stable
• High margin business with strong balance sheet strength
• AI and cloud demand are translating into real cash generation
What still concerns me:
• Valuation remains expensive relative to current cash flow
• Customer concentration creates dependency risk
• Margin expansion may become harder as the growth scale increases
My view:
Arista looks less like a traditional networking company and more like a quality infrastructure compounder.
Excellent business.
Not an obvious bargain.
Key takeaway:
Fast revenue growth attracts attention. Growing free cash flow per share is what compounds wealth over time.
*Disclaimer: Analysis may contain inaccurate figures.
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@sheslee @dannycheng2022 @realsamho @klincolnken @ChadBoomer @cantonmeow We don't need to win at everything, we just need to win big in a few things! 🫡
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@dannycheng2022 @realsamho @klincolnken @ChadBoomer @cantonmeow Yesss $10 cost average too! 😅
I didn’t know enough about the tech to have high conviction. I just looked at $AMD trading at a fraction of what $INTC was trading at… and figured I was getting a good deal?
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Lee @sheslee is an incredible trader and investor with great instincts, and I would like to interview her at some point in the future to talk about what a badass she is.
Lee | Investor (multi-asset) | Palantard@sheslee
I’ve always had trouble expressing myself clearly and I’m striving to learn to get better through this platform here on X. I do what I can by sharing the moves I’m making as a start. Hope to get better at explaining my whys as I go 💪🏻
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$ONDS
@OndasHoldings is no longer the small early-stage company most investors first encountered.
Today, the business is focused on private wireless networks, autonomous drone systems, and critical infrastructure solutions for rail, energy, public safety, and industrial markets.
From a cash flow perspective, the company remains in heavy investment mode. Over the past 6 years, Ondas has stayed deeply negative on free cash flow per share with no transition to positive territory yet. That keeps survival risk elevated and highlights ongoing challenges in capital allocation.
What stands out:
• Strong revenue acceleration in high-potential emerging sectors
• Cash raised in recent years provides a runway for R&D and commercialization
• Positioned in markets with long-term secular tailwinds (autonomy & critical infrastructure)
What still concerns me:
• Persistently negative FCF/Share (ranging from -0.38 to -0.97 historically, still -0.18 in 2025)
• Extreme share dilution (share count up >10x since 2020)
• Heavy reliance on equity financing with no consistent cash generation
My view:
Ondas looks less like a stable compounder and more like a high-risk, speculative growth story.
Interesting if execution improves, margins expand, and they finally reach positive free cash flow.
Not yet a high conviction investment given the cash burn and dilution track record.
Key takeaway:
Negative free cash flow can destroy shareholder value quickly. Sustainable positive FCF/Share is what ultimately creates exceptional long-term returns.
*Disclaimer: Analysis may contain inaccurate figures.
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$BB
@BlackBerry is no longer the smartphone company most people remember.
Today, the business is focused on software, cybersecurity, and QNX, its embedded operating system powering vehicles and industrial systems.
From a cash flow perspective, the turnaround is becoming visible.
Over the past few years, BlackBerry has moved from negative free cash flow per share toward positive territory. That reduces survival risk and suggests management has become more disciplined with costs and capital allocation.
What stands out:
• Free cash flow per share has improved significantly
• Share dilution remains relatively controlled
• Asset-light software model supports future scalability
What still concerns me:
• Revenue growth remains weak
• Cash generation is still small relative to company size
• The turnaround story is not fully proven yet
My view:
BlackBerry looks less like a growth stock and more like a software turnaround play.
Interesting if execution improves.
Not yet a high conviction compounder.
Key takeaway:
Positive cash flow can save a company. Sustainable growth is what creates exceptional returns.
*Disclaimer: Analysis may contain inaccurate figures.
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