TigoJman

@hiteshkar Any reason it’s not a buy?

$BE impressive earnings. This insight might be a couple of months old, however, absolutely worth paying attention to, if you feel like going further down the risk curve. $FCEL has produced 80% of the energy of BE since inception but with 1% the market cap

@Eli_Albrecht What were the home services and building services specifically?

Lower Middle Market valuations are all over the place. Here are some valuations I have seen over the past month: 1. Residential Plumbing (1.8M EBITDA) - 4.1x 2. Residential/Commercial HVAC (2.1M EBITDA) - 10.5x 3. SAAS Company (1.2M Rev) - 5x Revenue 4. Pest Control ($2M EBITDA) - 16x 5. Home Service ($1.2M) - 7.1x 6. Building services ($900k EBITDA) - 3.7x

@aleabitoreddit Good time to take new positions on anything if we haven’t been able to yet?

This has gotta be the dumbest selloff reason… someone could have provided? I am 99% sure names like $AAOI or $TSEM couldn’t care less about one internal leak of OpenAI’s high flying goals. But algorithms go reeee when they see mainstream media narratives like this. Perfect example on why nobody trusts them anymore for fully accurate reporting. That being said, corrections are always healthy to make higher highs.

@DeepValueBagger In

Sign up here: x.com/DeepValueBagge…

ANNOUNCEMENT: DVB Circle (X Sub) For the past 18 months, I’ve shared my investment journey on X: deep value, long-term conviction, concentrated positions, and using options to manage risk, leverage, and income. Many of you share my style: part Peter Lynch, part Peter Thiel — finding great companies, understanding the monopoly/zero-to-one angle, building conviction, and sizing when the opportunity is asymmetric. Many of you have seen me win big convictions like $TSLA (10X), $HOOD (6-8X), $RKLB (3X), $INTC (3X), and more. I’m happy that people have made money from my research. The real value is the process: evaluate, assess risk, build conviction, and size opportunities. Why sub? I have long resisted the idea of subscription mainly because I don't need the funds. Recently I seriously considered it for two reasons: better discussion and better research. As this account has grown, I’m getting more trolls, haters, and low-effort noise. It hurts the quality of discussion we can have. A small subscription creates a better filter. I see it as getting coffee once a month and catch up with your friend or mentor. I am building Deep Autonomous Research in the background — an agentic equity research platform that can help research companies, sectors, filings, transcripts, news, and market structure faster and deeper. That requires real compute, hardware, data, tools, and experimentation. I’ve already invested in LLM hardware, and I want to keep scaling it. More funding means better research. Better research means better insights. This is a compounding effect to share with you. I’m now launching DVB Circle as an X subscription. For $5/month, subscribers will get: • Deeper sector and market insights commentary • Companies I’m watching, studying, or holding • Breakdowns of my research process and risk thought process • Higher-signal discussion with serious investors • Insights from the agentic research platform I’m building • Early updates on future research tools/products I want to be clear: this is not a buy/sell alert service. No copy-trading. No price targets. Trolls will be banned. I talk about companies. You build your own conviction. Because I truly believe you need your own conviction to hold concentrated positions and make big money. So this is a win-win: You get deeper insights and better discussion. Subscription revenue helps fund better research infrastructure. Going forward, I’ll post around 80% subscriber content / 20% public content. TLDR: For the price of coffee, you get access to DVB Circle, my research process, and the agentic research platform behind me. Subscribe and join the circle. Reshares appreciated.

@TheRonnieVShow Ah gotcha. Thought the x subscription would pickup these too. No worries

@TigoJay Bought them in the collective testing community

Conviction pays. Never forget that.

@SJCapitalInvest Congrats man! What kind of job role?

@pepemoonboy @randomguyonx333 If you take standard deduction it’s usually higher than interest paid on mortgage so it often washes out.

@randomguyonx333 it would still lose in that case but you are right, I did miss that

When I ran the numbers on renting and investing the difference vs. buying a home, I used national averages and y'all lost your minds. Fair enough. This time I used two real listings in Durham, NC with matching bedrooms and comparable square footage. Apples to apples. The properties: - For sale: 305 Reynolds Ave — $389,000 / 3bd 2ba / 1,580 sqft - For rent: 1526 Smoky Mountains St — $1,950/mo / 3bd 2.5ba / 1,658 sqft The setup: - Mortgage rate: 6.50% (30yr fixed, 10% down) - Durham combined property tax rate: 0.99% - Home insurance: $1,721/yr (avg for 27707 zip) Buyer monthly cost (Year 1): - P&I: $2,213 - Property tax: $321 - Insurance: $143 - Maintenance (1%): $324 - PMI: $146 Total: $3,148/mo Renter monthly cost (Year 1): - Rent: $1,950 - Renters insurance: $14 Total: $1,964/mo The renter saves $1,184/mo. Plus the $50,570 in down payment and closing costs never leaves their pocket. All of it goes into $VOO. This time I'm accounting for what everyone said I missed: Assumptions: - Rent increases 3.5%/yr (it is NOT frozen) - Property tax increases 2%/yr - Home insurance increases 3%/yr - Home appreciates 3.4%/yr (avg since 1891) - S&P 500 returns 10%/yr (long-term avg) - PMI drops once equity hits 20% - Selling costs: 6% (agent commissions + transfer taxes) - Capital gains tax: 15% on stocks - Home sale exclusion: $500K (married couple) All results are AFTER taxes and selling costs Results: 1. After 10 years: - Renter net (after cap gains tax): $299K - Buyer net (after selling costs): $214K Renter wins by $85K 2. After 20 years: - Renter net: $815K - Buyer net: $519K Renter wins by $296K 3. After 30 years: - Renter net: $2.16M - Buyer net: $971K Renter wins by $1.19M "But rent will be $5,473/mo in 30 years." Yes. And the renter's portfolio generates $18K/mo at a 10% return. Even at a conservative 4% withdrawal rate, that's $7,200/mo. You can pay rent and still never touch the principal. What this still doesn't capture: - HELOC access / borrowing against equity - Refinancing if rates drop - Forced savings effect (most renters won't invest the difference) - Intangible value of ownership, stability, no landlord - HOA fees (if applicable) - Major repairs beyond 1% (roof, HVAC, plumbing) - Geographic differences: these numbers are Durham, NC. Your market will be different. A home is a place to live. It can also be a great financial decision depending on your market, discipline, and goals. But the "renting is throwing money away" crowd needs to run the numbers before they say that. Not financial advice. Run your own numbers.

@MichaelTG09 @CatholicLand Which were you on?

Would be great to schedule more podcasts to talk about Distributism, Agrarianism, Catholicism and @catholicland If you have a podcast and would like to discuss these themes please write me through the Catholic Land Movement website.

@TheRonnieVShow What we thinking for spy high timeframe bottom ? 610ish or we rolling mid 500s?

Every major correction on this chart started the same way. The Weekly 9 EMA crossed below the 21 EMA. 2022 Bear Market • Drop: -27% Market rallied… Then another correction • -10% Market rallied harder... Fast forward to now: Tariff Panic • Drop: -21% We rallied again… And the same weekly bearish cross just printed. If the pattern repeats, the next move could be roughly another -13% correction. One green day doesn’t change the weekly structure. Weekly charts > Daily charts.

@rampulla_andrew Baller

Nuts are being thrown on the table. Let’s see if zuck likes $700/day on permanent light ads. $21,000/mo in spend —> 6 figgies out??? Pray for me.

@mikealfred CIFR —> $40

@MichaelTG09 Can’t Dm you with questions but curious about a few things, if you’re free

Dug up a bunch of apple trees, raspberries and wild roses then gave them all away/traded them at a Catholic Land Movement event.

@mikealfred Cifr been quiet lately hope they announce some new deals and we get out of the doldrums

@hiteshkar missed you. quiet lately.

$FLNC $EOSE BOOM!!! My track record never fails to miss This new battery name is up massive (10%) after earnings. I am still accumulating and hoping for it to gap down. I might get in more depending on what's said on the earnings I think it's time I finish my deep dive draft 2 on it

@aleabitoreddit Appreciate you you’re a ringer

Just a reflection on my accomplishments this year. Growing to 100K+ followers in the first three months of 2026: - Forecasted the upcoming InP substrate/feedstock bottleneck for photonics - Identified $AXTI as the main beneficiary (up 4x+) - China's suddenly enforced immediate export controls on Japan, targeting InP compounds -> shortly after my thesis identifying the China bottleneck and Sumitomo/hyperscaler vulnerabilities got a few million views... Not sure if they read my post, sorry if they did? - Predicted volatility increase of the South Korean Market and also mapped that into an IV arbitrage trade idea with $EWY - Got it spot on a week later with the Bank of Korea citing upcoming volatility - Had Bloomberg, Reuters, FT, and other news outlets citing my thesis post about $RPI - Bunch of European news sites talking about why I like $IQE - Had a bunch of French news sites and analysts from Citi, Kepler, putting out slightly aggressive notes about my Soitec ( $SOI ) TLDR thesis post. - Identified the main beneficiaries of Venezuela regime change like Gold Reserve, with the stock going up 100%+ the day after. - Published information synthesis on how much Bitcoin Venezuela might have had, and it blew up with a ton of media coverage like CNN and others! Lot of my other thesis posts like $LITE ended up playing out this year after mapping out $GOOGL TPU BOM and doubling. But it's not as cool as the ones above! In just two months! I like to stay humble, but I do want to brag from time to time. And best of all, retail investors were all early to a lot of these trends this time because of information discovery + free distribution over X. Excited to see what's to come in the future and I'm happy X gave me this opportunity to share my thoughts.

@SJCapitalInvest Also lets you invest your growth account more freely and likely have higher growth. Wish I did that instead of roundtripping MSTR like a dummy. Not the same scale as you though. Hope to get more gains again.