🅰️lpha Fool
1.9K posts

🅰️lpha Fool
@LphaFool
Alpha Fool because buying the whole market is boring 😏 Hunting for exceptional winners | NFA
Katılım Nisan 2022
867 Takip Edilen614 Takipçiler

@TheBigBerbowski Always do your own DD. Concern about new investors that blindly following others ”convictions”
English

I always thought there was a reason why big accounts didn't share their buys, but now this becoming a business model makes me think - for how long will this last?
$XFAB mentioned, 2h later, a lot of apps showing trading halted and IBKR showing 16.71 eur price at the moment.
It's 85% in a single day.
On one side, you have a self-prophet who will add another ticker on his list of multibaggers.
On the other side you have millions of investors who gain short term due to sentiment change.
While his rise to glory has been nothing but historic, sooner or later this will end, either by his own greed, either by regulatory bodies stepping in, or something else.
This sort of lifestyle is not scalable. The higher he grows the more attention he gets from everyone. Which in turn makes the whole business more and more difficult.
Imagine 5m followers account sharing weekly buys?
My 2c: I do not see him operating in the same way for longer than a year from today or even less.
This isn't about research. A lot of people do research. This is about knowing what the next buy is.
The amount of manipulation (intentional or not) is becoming higher and higher each week.

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$BONEX - Bonesupport
Aktien fick idag lämna depån efter dagens nyheter, ett tillväxtcase av denna klassen med höga multiplar så krävs det inte mycket för att grusa caset en aning.
Fint bolag och kommer säkerligen leta in en position igen men klev idag ur kring 236kr. Mycket möjligt att jag kommer att ångra det utträdet!
OBS! Det jag delar är endast mina tankar kring mina placeringar. Ska inte tolkas som investeringsrådgivning.
#Aktiecase
För transparensen:

Svenska

Obducat announced a SEK 40M directed share issue to Mangold Fondkommission at SEK 0.56/share today.
What this actually means:
Cash crises solved. Portugal unlocked. Defense deliveries funded.
-> BULL case just got stronger $obdu #obducat
obducat.com/mfn_news/obduc…
English

@Fibonazzo Diluutio ok. Mut vahvista hyvin kassa ja ihan hyvään hintaan. Business case going forward. Still long.
Suomi

Aika jännästi Obducatin kurssi stabiloitui tuohon mainitsemani gap fillin tuntumaan?
Erittäin vahvaa momentumia havaittavissa jota ei edes aamun ilmoitus diluutiosta hidastanut. Uskonkin folio hattu päässä että tässä keittyy kulisseissa jotain suurta josta ei vielä ole laajemmin tiedotettu.
Ostin takaisin pienen position (murto-osa siitä mitä oli aiemmin), ei yksinkertaisesti kantti kestä katsella täysin sivusta.
#Fibonazzo $OBDU #OBDUCAT


Fibonazzo@Fibonazzo
Gäppi täyteen, olkaapa hyvät! 🍀 Eikä nousulle loppua näy.. $OBDU #OBDUCAT
Suomi

Gäppi täyteen, olkaapa hyvät! 🍀
Eikä nousulle loppua näy..
$OBDU #OBDUCAT

Fibonazzo@Fibonazzo
Mr. Markkinalle maistuu myös!🍀 Helmikuulta näyttäisi jääneen gappi auki 1.175sek, just saying.. Ei sijoitussuositus. $OBDU #OBDUCAT
Suomi

Arvatkaapa löytyykö ennää salkusta..
**TTU!
Miksi pitää aina olla niin hätäinen?
#Fibonazzo $OBDU #OBDUCAT

Fibonazzo@Fibonazzo
Obducat $OBDU +35,70% 🍀
Suomi

@TheBigBerbowski Seriously, i don’t understand why people are so dumb. Why?😂 different opinions are the best!
English

@LphaFool You're not sarcastic I hope? 🤣
I think it's obvious. Asking too many questions.
English

Damn, my $SIVE bear to neutral to bull plot got exposed. 😂
I wanted to make sure I'm not hallucinating so I asked grok to verify.

Cuttymax@Maxcutty13
@PikaPikaHobart @TheBigBerbowski This dude has been shitting on the SIVE call for awhile. He’s already forgotten all his “borrowed conviction” talk. It’s been successful so he’s reframing his bearishness into neutrality.
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@undrvalue Agree while social media and different marketing platform comes and goes.
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🏡 $OPEN home volumes
If the data is correct, Opendoor broke yesterday its record this year for homes sold in a single day.
Probably since Kaz took over even.
68 homes every single day is + $10 Billion in revenue per year only on the homes.
At this scale, and with the many efficiencies and innovations happening right now, there's no doubt that profitability is already achieved.
Even without considering the many new inevitable added services.
Faster.

English

Glad that I added. $NOK flying.
Europe is waking up.
TheBigBerbowski@TheBigBerbowski
@KawzInvests $NOK is becoming more and more interesting.
English

@Chartradamus @wallstengine Different it that meta has the users already. And somekind of niche information also.
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$RDDT already has a history you cannot replicate or topple. The moat is in the communities already establish, the users are addicted, and the decade plus amount of niche information is second to none. It's a huge part of the internet.
Discord was a far bigger perceived threat and it hasn't been affected by that. Reddit is essentially its own personable search engine and the value of advertising and data is the business. Sell-off means nothing.
This would be like selling X if it traded publically because you were scared of BlueSky and Threads. Nobody would do that.
English

$RDDT FALLS AFTER META LAUNCHES REDDIT COMPETITOR
Reddit shares fell 6% Friday after Meta launched Forum, a standalone iOS test app built around Facebook Groups.
RDDT is now down nearly 40% this year.
Truist says the risk is not Reddit’s core users leaving, but casual users slowly shifting away if Forum becomes a good enough place to find answers and join discussions.

English

NEW TRADE: ALL IN $HLIT.
Currently -2% lower than my own entry btw.
They make broadband software for companies like Comcast, Charter, etc.
I spent 2 hours researching the ticker here on 𝕏 and think it could be a good one.
THESIS: Huge pull-forward demand to future-proof for an agentic AI world. Similar to $NOK but for broadband networks.
Citrini shouted it out yesterday after hours x.com/citrini/status… which caused the +15% jump
Agentic AI usage patterns will look quite different than previous networking demands (mostly one-way like video). So there's a huge push to modernize quickly. Their CableOS software is the easiest way to do it.
The company is legit:
- 98% market share
- Revenue is up 87% YoY, 43% QoQ
- 52% gross margins
- Guidance raised to $475M - $495M
- $43M in stock repurchases
- Lots of insider, hedge fund, and robinhood buying
- Stock price peaked at $157.50 back in 2000 🤯
They also sold their legacy low growth video business to focus on the high-margin software. Good focus.
Catalyst is... price momentum honestly. Similar to $BAND over the last few weeks. Crossing fingers its the start of a multi-day run.
I hate chasing. NGL I broke this rule here. Had to listen to my gut. Also worth experimenting with my own rules. Different markets demand different rules and not chasing this year has left me missing several good plays.
We'll see how good my gut still is. My doctor says its healthy.
---
As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again.
Now at $61k.
As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells.
(sorry for the delay, was dealing with a power outage and had to run to a cafe)

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