Matthew L
445 posts
Matthew L
@MatthewLucas07
+60% YTD 2025 | Thematic Investor & Trader | Obsessed with stocks and using this platform as my own personal journal.
Canada Katılım Ocak 2020
179 Takip Edilen206 Takipçiler
@KairosPraxis Thanks for putting this back on my watchlist! I rarely ever look at micro caps but the story is compelling. How would you rate management and would any further dilution be required in your opinion?
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Deep dive on $CYBT: What if you could buy a saas name that actually benefits from AI and vibe-coding? Perhaps, get in on the ground floor of the next big cybersecurity stock?
$CYBT.CN is a 40M 🇨🇦 microcap & the most boring tech company you will study. But ever follow a business and you know this will be around for a long, long time (if they don’t get acquired)?
I’ve wanted to do a deep dive on this stock for a while, so 🧵
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Nice beat for $CGY.TO, this thing is pretty cheap for a secular winner tied to an in theme.
BetterIRR@BetterIRR
$CGY.TO is probably going to beat estimates.
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@NestBetter Took advantage of the sell off today to open a starter position but definitely see myself upsizing soon. I like what I heard in the last earnings call
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@MatthewLucas07 Own a bunch, it's cheap + one of the few ways to play Canadian defense ramp. Not missing much, re-rate in progress.
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All of Canada pulling together to materially ramp $CGY.TO's profits. 🫡
BNN Bloomberg@BNNBloomberg
Canadians could face tax hikes as Ottawa scrambles to fund defence target: report bnnbloomberg.ca/business/polit…
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@psychprofits This one is going to haunt me for a while... did my due diligence on it around 80 cents and just didn't pull the trigger.
I went with $HAI and $FLT instead which I both still like but def a missed opportunity.
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🚀 21x now
$SPAI / $SPAIF
Sold 1/2 remaining position, which brings me down to ~ half my original investment still at risk (2.5% of original shares)
Was a large position to begin with, still arguably overweight given its parabolic price action
Proceeds mostly into $LAM
br00no 🔄@psychprofits
🚀 Another 10x $SPAI / $SPAIF Lost track of how many ten-baggers there’s been the past year Time for this kind of thing to be common is running low though. Buckle-up. Never chase
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@psychprofits @quiteuninformed I'm not sure if @Vmaxpax is referring to $NBM.V Neo Battery Materials
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@MatthewLucas07 @quiteuninformed Thanks. I’ve yet to get the entry conditions I want on that one
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I can't remember the last time I used "necromancy" in a sentence 🤣
x.com/i/spaces/1AxRn…
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@psychprofits @quiteuninformed I haven't looked a whole lot into the sector but $GRA.TO was brought to my attention a few months ago but yet to fully dive deep into it.
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@MatthewLucas07 @quiteuninformed It’s actually a leading- edge graphite/ graphene co
I’m a huge graphene bull
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@psychprofits @quiteuninformed Hey! What was the ticker of that battery comepany you guys were talking about? I missed the ticker
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Are you waiting for another 5% correction after we just corrected 10% on the index and -40% on individual names?
Markets are easy when you been there and seen it before 🤷♂️
Matthew L@MatthewLucas07
Calling the bottom is for noobs with ego's, all I care about is getting the direction right and deploying capital when things change. Maybe we're one tweet away from everything changing but I'll take my chances.
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@Bigkev451 @hazyursus you sound like the guy that does daily dose of internet lol
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@KairosPraxis Especially true with a Trump presidency.
Pick the hot names in the hot sectors, ride the wave, get off and get back in size. Rinse repeat
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@MatthewLucas07 Yeah, that's a good guess. I'm not fully sure because $FTG has diversified operations across the US/Canada/China.
Still, the market can be quite whimsical.
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