Nomad Cap

226 posts

Nomad Cap

Nomad Cap

@Nomad_cap

Stocks, warhammer, cats and doggos.

Katılım Nisan 2026
82 Takip Edilen75 Takipçiler
Nomad Cap
Nomad Cap@Nomad_cap·
Decelerating growth is going to hurt a lot of ppl…
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Pleb Capital
Pleb Capital@plebcapital·
Lol my eyes hurt. $RACE doing Chinese EV knockoffs isn’t the genius move they think it is.
Pleb Capital tweet media
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Nomad Cap
Nomad Cap@Nomad_cap·
What kind of a ridiculous guide is this…
Nomad Cap tweet media
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Nomad Cap
Nomad Cap@Nomad_cap·
Spacex S1 is pretty much just rocket porn.
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Nomad Cap
Nomad Cap@Nomad_cap·
Back from trip. Hunkering down to read spacex ipo…
GIF
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Nomad Cap
Nomad Cap@Nomad_cap·
Managers that are -40 under prob should be spending so much time on LinkedIn positing about how crazy the market is. Kinda cringe.
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Nomad Cap
Nomad Cap@Nomad_cap·
I’m surprised in the age where AI can go find info across the web, ppl still don’t do a background check on mgmt history before mooning stocks.
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Nomad Cap
Nomad Cap@Nomad_cap·
Actually the funniest story was $wolf’s ex CFO went to set up his own consultancy for advisory on fraud investigations.
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Nomad Cap
Nomad Cap@Nomad_cap·
Both companies had a history of making bs statements about their technology; capabilities and financials. But facts don’t matter in a meme market.
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Nomad Cap
Nomad Cap@Nomad_cap·
Only need to look back 3 years to realise these are low quality biz run by charlatan mgmt teams.
Serenity@aleabitoreddit

All right chat, crowdsourcing your #1 highest conviction (10x only) stock long for the Power Semi trade. Especially given $NVDA pushing shift to 800 VDC. Stuff like $NVTS or $WOLF, but high-beta, 10x potential only. Anywhere around the world. What's your pick?

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Nomad Cap
Nomad Cap@Nomad_cap·
@breadcrumbsre Those numbers look wrong… can prob get to a HSD% pa roic which isn’t fantastic but still higher than cap costs. If you lever it 2-3x the returns look much better 🤣.
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Nomad Cap
Nomad Cap@Nomad_cap·
Me buying missile component suppliers…
GIF
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Nomad Cap
Nomad Cap@Nomad_cap·
2024 was awesome. Just had to buy Nvidia and go to sleep for the year.
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