@Monettoks Whoa. That was a bit too quick. What are you thinking in terms of target price to exit at?
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AlwaysBeLearning
3.1K posts
Magnum refocuses its out-of-home segment. Yesterday Magnum’s deal with MINI MELTS was a step in the right direction.
Magnum gets instant access to 35,000 vending machines across the US in airports, malls, arenas. AND without building / owning a single machine.
$MICC
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@CMSinvestments @TheShortBear Yeah, that's what my bet for $CRCL is, whether it works out or not, we'll see I guess. I have growing conviction that both crypto and stablecoins will move generally up from here, and Circle benefits.
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@TheShortBear $CRCL 110% that they are keeping the yield for USDC albeit capped.
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Portfolio
Main:
$ETHA
$BMNR
Conviction in ecosystem:
$COIN
$CRCL
$HOOD
$ZCSH
Discounted and top buy by superinvestors:
$RKT
$ARES
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@rubicon59 Agree, but wouldn’t that impact US tech negatively? Or how do you see it impact?
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@TraceyRyniec Given the parabolic moves in so many other stocks, the meme-chasers seem largely gone from both bitcoin and gold; to me, that reads constructive slow low-volatile start of a medium-term bull. Who knows beyond that :shrug:
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How are the people who made the big bet on Bitcoin feeling these days? I don't own it (never have) but I see many on this site who are putting ALL of their savings into it the last few years. Any thoughts of jumping out of Bitcoin and into stocks?
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@TheShortBear Who do you suppose will be the most direct beneficiary? Circle internet?
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The clarity act might just pass after all.
Numerous banks are posting new crypto job openings.
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@Financelot33 Agreed. I've been accumulating a medium position. Now how high does it go? What are you thinking?
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@EquityBrian In this with a full position, but the after-hours reaction is sad.
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“Just as importantly, they’re resuming their prior levels of spend, not splitting that share of wallet with alternatives. We’ve now closed nearly 80% of the decline in WOW memberships that occurred after the event. This happened with a combination of those returning members and strong new signups, which are along with turn back to historical levels.” $CPNG
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“As we mentioned, not only is membership numbers being driven by new signups, but it’s also driven by members who are returning. The vast majority of our WOW members never paused in the aftermath of the incident. They continued to compound at double digit rates the same way they have for years. The minority who did pause are returning rapidly. Majority of them have returned in a very short period of time.” $CPNG
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@BrianFr63623465 @EquityBrian Same here. Frustrated, feels like sitting out of a massive bull everywhere, except for China's tech.
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@EquityBrian very frustrated, i hope $BABA earnings next week will be the turning point, time is running out for a massive correction i fear.
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@Monettoks Earnings last week gave a sizzle and at least got a violent reaction up. I am optimistic, and have a higher cost basis of $15 or so, we'll see what happens. Thank you for your comments.
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Magnum Ice Cream reaffirmed FY 2026 organic sales growth outlook of 3%-5%
Stock up 12% pre market
$MICC #magnum #magnumicecream
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You know what this means though. It will outperform soon after. Lol.
Roger@rdd147
$NKE tanks 3% on news it’s likely being kicked out of the Dow $DJIA Put buys surge
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@TihoBrkan Google now on Time cover too: time.com/article/2026/0… (though it is under Time 100 companies, not in International edition's cover, etc)
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Warren Buffett states that it is NOT an ideal environment to deploy records amount of cash Berkshire holds.
I would add that it is probably one of the best environments since 2000 and 2007 to be a seller of stocks.
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@MRBullMktEver Well one more signal to where the social sentiment stands today; akin to the new traders flooding in 1999/2000; timing is hard because I had thought the Reddit movement few years ago was “it”
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Fewer people need to day trade, not more. Almost everyone would be better off if they traded less, not more.
I have an announcement on this to come.
Will Meade@thechartdr
Big, big news. Effective June 4th, everybody will be able to day trade.
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@MRBullMktEver I guess media mood is getting there for Goog now: time.com/article/2026/0…
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@caret311 I’m not good at trying to squeeze the last few % out of a move so I don’t play the game when we get here. My guess is 3-6 months were lower
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Yeah about the time you guys were all freaking out about the Deepseek news and how search sucked etc.
Geiger Capital@Geiger_Capital
If you just put your entire portfolio into $GOOGL last April and then sat on the beach, you'd be up +155% in one year… You stupid idiot.
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@ThinkFinance999 @abcampbell Guess we need to wait for China real estate bearish cover on economist or time magazine to bottom for good; nothing short of it will do
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@abcampbell China has high down payment requirements all through it. Corporate debt might be riskier.
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who could have predicted this?!?
I’m sure the banks are fine tho
not like their assets are levered real estate or anything
Wimar.X@DefiWimar
🚨 BREAKING CHINA’S REAL ESTATE MARKET JUST CRASHED TO A 20-YEAR LOW, LOSING A 1/4 OF ITS VALUE. SOMETHING EXTREMELY BAD IS HAPPENING…
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@wolverineyack @richtrades100 I am looking into this as I read millenium brands losing momentum being printed in Economist magazine, and I want to bet odds are such stuff is printed near lows, than highs
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@richtrades100 New to the name. Any updated thoughts? Seems like a lot of optionality, at these prices.
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Biggest issue for $BARK last year and this, were tariffs. The two bidders are getting this for a BARGAIN price if successful in their attempts. Now, tariffs appear to be potentially over LT. Remember, 90c bid from insiders. 1.10 bid from GNK. Moellis to give their verdict soon
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@_mm85 China needs to reflate and launch QE. Frustrated holding equities here. US just continues winning, despite the long 16+ year bull market.
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The world economy is not in a good shape right now.
Many people are losing jobs. Budgets are cut. Consumer still okayish but companies aren’t.
CN Wire@Sino_Market
🇨🇳CHINA STATS BUREAU: MARCH URBAN YOUTH UNEMPLOYMENT RATE (AGES 16–24, EXCLUDING STUDENTS) RISES TO 16.9% FROM 16.1% IN FEBRUARY; RISES TO A FOUR-MONTH HIGH (mktnews.com/flashDetail.ht…)
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@ShowerCapAM @calvinfroedge Looking to allocate ~1% of portfolio to speculative okay-to-lose gold shitcos; do you plan on sharing this name? Thank you!
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@calvinfroedge You don’t even particularly need to find juniors. There are mid cap ASX listed gold miners where market cap = cash ie: $SBM.AX
I found a different ASX listed junior that isnt recognised as a gold miner, but starts next year, trading at negative enterprise value last night too.
Jobson Growthe@ShowerCapAM
@respeculator SBM EV: $21M ($725M Mkt Cap - $704M Total Liquid Value) Resource: 5.9M oz EV/oz: $3.56/oz PDI EV: $1.8B ($1.9B Mkt Cap - ~$100M Cash) Resource: 5.5M oz EV/oz: $327/oz RMS EV: $5.57B ($6.4B Mkt Cap - $828M Cash) Resource: 12M oz EV/oz: $464/oz 🧐
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Yes, I stayed up all night researching junior miners like a crackhead
🏴☠️@calvinfroedge
I spread some cash around in a number of junior gold miners today. There is actually still some incredible value out there if you're willing to dig. Companies that started production in 2024-2025, or have stuff coming online next year, you basically don't find in screeners.
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