Wiltshire Capital

I agree that consumers will benefit from personalised ads and will be flooded no matter what but I’m just saying that what’ll drive $ZETA’s revenue is more telling advertisers how they can improve their marketing plans rather than to consumers about how their ads are gonna get better. At the end of the day it’s the enterprises that pay Zeta. Of course though, targetted advertising to consumers means higher conversion for companies and more stickiness for Zeta

@WiltshireCap You will get flooded with ads no matter what. Would you rather get an ad as a sports enthusiast about MNF or sports wear. Or do you prefer getting an ad about woman’s apparel.

PERSONALIZED ADVERTISING IS THE FUTURE! NO ONE WANTS TO BE FLOODED WITH ADS THAT THEY HAVE NO INTEREST IN SEEING! $ZETA WILL TAKE THIS MARKET

@Investinc_Intel Gym’s the same bro, you got bigger

After 3 years I got to re-visit the gym where my journey really began. It’s a full circle moment. My first impression was ‘wow this gym is a lot smaller then I recalled’ 🤣

@ColesTrades I think $SOFI lives and dies by how well it scales and executes, which all depends on management fortunately I think Noto is the right man for the job. I started a small position last night but I’ll add more at the right supprt level,

I want to follow everyone that is buying $SOFI right now. Drop a comment if you’re buying!

@Investinc_Intel Beautiful, I’m trying to get at least up to 300 shares

@WiltshireCap Ahh not bad. My average is now $18.01 with 200 shares

Collected another 100 shares of $ZETA! $SOFI decided to run this morning so I did a 180.

@Investinc_Intel 251 shares at $18.42 average. I bought a lot before the Saas selloff

@WiltshireCap Love it! How much do you own now?

@TheLongInvest The fact of the matter is politics affects the economy and subsequently the markets. Ignoring everything else and focusing only on charts is like driving with half the windscreen blocked out

When I had to listen to people say ‘Keep to charts, politics has nothing to do with the market’ I think we need to be honest with ourselves Trump has been awful for the market.

Would appreciate any Australians that can share some insights to how things are going down under

A short report by a fund short a company holds as much weight as a stock pitch by a fund that’s long. I respect your right to an opinion but you’re not always right. I’ve worked on a lot of DD, if you’re pissy enough every company is Enron. I’m long $SOFI.

@StockMKTNewz Nobody needs this, the main beneficiaries of this will be the exchanges like $CBOE, $ICE and $NDAQ and anyone else who profits from trading volume like $HOOD, $IBKR, $GS and $SCHW.

For better or worse The stock market will be open 24/7 in the not too distant future

@NotA_Bull It’ll go lower then it’ll rip, with you on this ride 🤙

I'm wondering if it ever pays off. I've been buying $AMZN for 13 months and I'm slightly in the red. Do you think this will pay off in 3–5 years? Honestly, what do you think?

@BorisMacro @BlackPantherCap Happy to follow and discuss further ideas. For the record I hold $ONDS as well, got in slightly later around $1.

I agree, although there are some connected newer companies trying to position themselves. Some of which have amassed cult followings in online retail like $ONDS. I bought it as well, but my first buy was around $1. Feel free to follow me. During weekends I mostly shitpost memes, but during the week I'm focused on financial markets. I only joined X about a week ago so there's not that much content yet.

Retail is about to buy the wrong defense stocks. Again. Everyone's loading up on $LMT and $RTX. Here's why that's the dumbest trade in 2026 and what actually wins the Iran war as an investment: The 2026 Iran conflict is not an F-35 war. It's a mine war. A drone swarm war. A maritime autonomous systems war. Iran built a "denial navy", not to beat the US fleet, but to drain it. Fast boats. Mines in the Strait. Autonomous submarines. The defense trade looks completely different when you understand that. Iran's Azhdar UUV is a stealth underwater drone with lithium-battery propulsion. Quiet. Cheap. Deployable in shallow water where conventional sonar is blind. Deploy enough of them and you've created a subsurface minefield that forces the entire US fleet into reactive, costly defensive mode. High-end US interceptors vs. $50K drones. That math doesn't work for $LMT shareholders. Meanwhile, on March 13, buried under oil panic headlines, the US Army dropped the biggest defense tech contract in history. $20 BILLION to Anduril. Not Lockheed. Not Northrop. Palmer Luckey's six-year-old startup just became core infrastructure for how the US military fights. 120+ separate procurement actions collapsed into one enterprise deal. This is the signal. The procurement shift is structural, not temporary. "Legacy defense contractors have dominated Army contracts for generations. But they've been flat-footed on autonomous systems." LMT and NOC both dipped on the Anduril news. The market is telling you something. Now let's talk $PLTR. Media calls it a "war trade." Wrong frame. Palantir's Maven Smart System is compressing the sensor-to-shooter chain to seconds. US government revenue: +66% YoY in Q4. CEO is rationing the product, demand is so strong they're holding off selling to allied governments. That's not a war premium. That's a backlog. The numbers: > $4.4B total revenue in 2025 (+56% YoY) > $7.19B projected for 2026 (+61%) > 75% EPS growth consensus for 2026 The Iran conflict doesn't create Palantir's moat. It validates it. Rosenblatt raised target to $200. UBS upgraded to Buy. It's still trading 28% off its 52-week high. The actual portfolio for this conflict: $PLTR; AI targeting, intel backbone $KRKNF: Maritime surveillance, subsea drones $ONDS; Autonomous drone systems $LHX; Electronic warfare, comms glue $OSS; Rugged edge AI The meta-trend nobody is talking about: The Anduril $20B contract means the Pentagon is now buying platforms, not individual programs. Software-defined. Modular. Scalable. This is the US military equivalent of what AWS did to enterprise IT. The winners aren't the hardware OEMs. They're the operating system. Here's the irony of retail piling into $LMT right now: The F-35 costs $80M per unit. The drone that might attack costs $43K. The US is literally reverse-engineering Iranian Shahed drones (Spektraworks, $30M contract) and deploying them back against Iran. That cost curve tells you everything about where defense spending is going. Iran built an asymmetric denial navy. The US response is autonomous, AI-driven, and software-defined. The old defense primes are losing procurement share in real time. Watch Anduril's IPO when it comes. Avoid the muscle-memory trade. Time will tell. -BP As always, please note: This is not financial advice.

@BorisMacro @BlackPantherCap I agree, no chance these companies lose significant market share. More likely, these new players would actually be bullish for legacy contractors since it would enhance product capabilities and even manufacturing processes. Curious to learn more of your views on the space

As a long time defense investor I could not disagree more with the basis of your thesis. I have positions in 3/5 the companies you posted and monitor the other two for entries. However $RTX captures by far the largest current market share of counter drone technology. $LMT and $NOC both sell drones, anti drone radar, sensors, components etc. distilling their business models to fighter jets is very much oversimplifying things. There's a reason $RTX went up almost 300% since I last bought it.

@DerekJGrossman I live here and can assure that this is pure fear mongering. Singapore’s neighbours are never gonna attack it and considering the vast number of Chinese nationals who have set up businesses and moved their life here, China won’t attack either. Btw:

I’m now in Singapore, and I just can’t stop thinking about the uncomfortable parallels between here and Dubai. Both are very modern and considered business and tourism friendly. But both are in dangerous neighborhoods, along strategic choke points, whether the Strait of Hormuz or Strait of Malacca. Whoever controls these channels is of utmost importance during crisis or war. Meanwhile, Iran retaliated against UAE for its US military support, and I can’t guarantee China while invading Taiwan wouldn’t do the same against Singapore for its logistical and maintenance support of US military assets.

@Quality_stocksA I hold $ZVRA which focuses on rare disease medicines and MIPLYFFA grew from $24m to $107m in FY25. Love that it has more in the pipeline and potential entry into the EU market too.

What is your favorite Biotech stock? And why Halozyme $HALO? 😆

@cryptorand Someone tell me how to buy the dip on this

💥 BREAKING: The Dubai Real Estate Index crashed 32% since the Iran war started.

Diversification is for diversification sake is complete bullshit. Having a broad portfolio because you’ve taken advantage of many incredible opportunities is not. Know the difference.

@YodaStockInvest Red candles make me bullish

What do you think is your best investing habit?

@Investinc_Intel I think $20.44 at the 200WMA but it could go lower depending on market sentiment l

@WiltshireCap I think it holds $24

Is $HIMS going back to $14 guys?