Occupy Powell

@mario_cibelli The “going the way of every other 3D printer stock” fear was real. But they’ve done really well.

At this point, I do not believe anyone can realistically catch Xometry and that their importance in the industrial ecosystem will only grow over the years. None of this is meant to comment on the share price or valuation.

Xometry's *business* model really looks to have escaped earthly gravitational pull over the past few quarters. It remains an open ended growth story in a non-consumer facing marketplace. There's limited competition and now there's institutional grade confirmation... $XMTR

@hkuppy You’re basically me, Kuppy. Made the money in late 2020 and spent the next 5 years shouting at the clouds while a bunch of “investors” got richer buying Palantir at $5.

Tough to put up numbers in April, when not long semis…😩😩

@TheLAPurchaser @AnthropicAI @openclaw I don’t ask it to generate reports as much as enable new functionality in the existing programs it’s already created or fix bugs. It’s good at research, reports and financial modeling but it can sometimes get unspecific or flip floppy in the weeds.

@eadingleberry @AnthropicAI @openclaw How are you not?

Officially threw in the towel with @AnthropicAI . Tired of getting a nerfed model. Tired of hitting limits. Signed up for ChatGPT Pro. Basically had given up building any real agents (i) earnings and (ii) since Opus gave my @openclaw a 70 IQ for a daily $200 outlay. First time since Jan that I've made a big LLM change in my workflow.Let's see how this goes...

@spotgamma I know a very successful investor who is betting on 10 trillion market cap in a week. @Golden_Ted_

Nvidia's trillion-dollar run puts pressure on the bulls: cnbc.com/2026/05/15/nvi…

@jakebrowatzke How are you holding up, out of curiosity? I know The FOUR.PRA preferred is highly marginable at IBKR so maybe you can use that to increase your buying power and earn some income too.

Some thoughts on Better.com as an investment in a higher-for-longer rate world - specifically if the 30-year mortgage continues ticking higher in the next few months. With Kevin Warsh taking over the Fed and potentially restarting QT on treasuries, even the threat pushed the 10-year yield up 5% last week. Background: While Warsh is a big proponent of getting mortgages off the Fed's balance sheet entirely, mortgage QT has been ongoing under Powell already - even while he continues quantitative easing on treasuries, which has led to a spread between the 10-year bond yield and the 30-year mortgage greater than the historical average. The Fed's mortgage holdings have dropped from nearly $3T to just under $2T since QT began. (This means that beginning QT on the 10-year while maintaining it on mortgages could affect the 10-year yield more than the 30-year mortgage rate and reduce the current - potentially Fed caused - greater than normal spread between them.) So what happens to $BETR if rates stay high? 1. A delayed refi cycle does not reduce the earnings a Better.com shareholder should expect over the next decade. Yes, Q2 and possibly Q3 numbers won't look as strong as the 100% growth we were hoping for going into Q1 earnings, and it's impossible to know how long it lasts. But @vishal_better has been clear that higher rates are actually pushing more banks and more mortgage originators to want to switch to Better's technology - in order to save money and make what's a difficult business today slightly more profitable. Which leads to point two. 2. The longer mortgage rates stay high, the more market share Better.com will have when rates eventually drop. As a shareholder, I don't actually care that much when rates start to fall - assuming Better hits its target of Adj. EBITDA breakeven by end of Q3 and further capital raises no longer appear necessary. To say it more strongly: The longer they stay high, the more it forces companies to embrace disruptive innovation - and the more market share Better.com will have, and the more explosive the re-rating will be when rates do fall. 3. Now my concern - what happens if things go worse than anyone expects, for longer than anyone expects? If mortgage rates stay high for multiple years - long enough that Better's long-term debt begins to mature - and if persistently high rates start dragging property prices down, then HELOCs lose relevance just as quickly as refi did. Less home equity means less to lend against. I know Better has plans for the current environment, and especially for how to succeed when things improve. What I haven't heard is the plan if things get worse from here. I'd like to see Better lay out a worst-case scenario: "here is what we look like, and here is why we still survive." Just to know that it's been game planned by the board and C-suite and they're confident in survival. Even if the plan included more dilution or something, I just want to know what the worst-case scenario looks like if it's not bankruptcy. For as big of a position as I have in Better, the upside isn't enough. I need to 100% believe in the asymmetry. Meaning trading at two times sales there's really not much downside WITH a lot of upside. The moment Better reaches profitability and becomes an ongoing concern without the need for additional funding from anyone on the outside, this story is in the bag. That's when this stock gets re-rated violently in my opinion. We already know that Better's AI platform is the best in the entire industry. Would also love to hear if / where I'm perhaps thinking about the story in the wrong way @danielsethlewis I'm here to make money. Not to be right about any of my current opinions.

@daardos I mean, it's debatable. Their credibility is pretty low and Europe recovers is just a hope. Long way to go here. I say this as someone that first bought this at $75 in 2024 and caught the knives all the way to $15.

A few interesting points on Solaredge: Remember, you are not buying an AI meme here like some other unprofitable companies. You are buying a real industrial company with highly positive catalysts. $SEDG 🤔

@pepemoonboy You've done very well for yourself, Pepe. Buy that McLaren.

I don’t pretend to think I am the best investor/trader on this app. I’m decent, sure, but far from the best. But that’s not why I created this account... If you want to see someone transparently document their entire journey to financial freedom, then give me a follow. In 2026 alone I’ve analyzed multiple big winners before anyone else was really covering them: $FLEX, $CRWD, $NBIS, $AMKR, $PLAB, $ASX, $FN, $CLS, and $ONTO. My goal is to be as genuine and honest as possible, document my wins AND losses…in the hopes that you learn from my mistakes and ultimately accelerate your own journey to financial freedom. Ride with me!

@quantian1 Christ the 10k induction stove Wall Street brain trust class is now coming around to de-ponziing quantum. Now safe to consider after the 10,000% gainz

The IBM QC paper is actually good (because it’s from IBM and not a shitco), but “we needed nearly a million node hours on one of the world’s most powerful supercomputers + another 1000 GH200s to postprocess the results into something useful” is not… great arxiv.org/pdf/2605.01138

@Golden_Ted_ yes ted. also buy intel puts. fv 25.

$NKE DCA to $0.29. 500 contracts.

@Biohazard3737 I’ll let him know he can have a cut of your fees.

@dalibali2 counterpoint: $SNAP. it exists to transfer money one way from outside investors to employees.

I’m probably on the other extreme on SBC even as an outside investor. The value is created and destroyed by the employees, not the ticker pushers. So I’d rather see employees feel the joy and pain as acutely as possible.

@BobEUnlimited It's not a bubble till they quit to trade full time.

2 guys making sandwiches at the Wawa loudly discussing their profits on Semi trades just now.

@jukan05 I actually want to buy here. I’ve never said or felt that about any stock up 500% in a year. But this seems cheap at 650 billion.

"For the next several years, the bulk of advanced-node orders will remain with TSMC. Apple is therefore one of the very few, and arguably the most complete, foundry training opportunities available to Intel: the orders span Apple’s full product line, are large enough in scale, and require dynamic design and production adjustments in response to market shifts. Although Apple’s orders are unlikely to dramatically reverse IFS’s quarterly losses in the short term, and shipment share will remain constrained by capacity and yield, the strategic significance of this partnership runs far deeper than the headline financials. That said, Apple’s demanding standards, combined with Intel’s strategy of simultaneously taking orders from other customers, will amplify the difficulty of rebuilding Intel’s advanced-node foundry business. Intel’s own efforts, geopolitics, and customer-side hedging have together given Intel a once-in-a-generation window to rebuild its foundry business. Whether Intel can turn this window into results now depends entirely on execution."

@profplum99 Mind expanding is overrated. Need wallet expansion.

Fat Mike lives!

@dalibali2 This guy had a portfolio valued at $0 in 2017 because he zeroed it out or something? Claude note to memory: It’s never too late to start if you’re suddenly elected President for a second time!

Dodged a bullet but can’t dodge bill

@JapanDeepValue1 Me too, first entered in late 2024 at $12 or something. I actually had to buy more post because the valuation came in much lower than expected on the reorg. Don’t think I made money till it hit $50 to be fair. I can be too stubborn.

@eadingleberry I was a bit too early to that trend. Got zeroed on the bankruptcy

Uggh. Wish I never made fun of this guy

Every $1 allocated to healthcare is a wasted $0.70

@ClarkSquareCap id rather pay 2-3x the multiple for something better. it's a buyers market for stuff like this.

The setup for $SFIX is very attractive, IMO. Stock is trading at a trough valuation of 0.15x ev/sales, 0.3x ev/gross profit, and 4.5x EBITDA on FY guide (yes, lots of SBC, but still). Half of the market cap is in net cash. Top line has accelerated 4 quarters in a row, they just restarted a giant buyback, web traffic is inflecting, and they will likely benefit from GLP-1 adoption.