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@jdnick27

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Katılım Haziran 2012
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theburntpeanut
theburntpeanut@theburntpeanut·
BUNGULATORS!!! We are running a 2 PC giveaway. 2x RTX 5070 STARFORGE Gaming PC Bundles. To Enter, perform these Task via the Link Below: 🔁Repost + Like ✅Follow All Official Burnt Peanut Channels vast.link/peanut
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MrMontaguti
MrMontaguti@MrMontaguti·
$HITI to announce Q4 & Full Fiscal Year 2025 results (August–October) after market close on Thursday, January 29, 2026. Consensus expects C$158.90M in revenue, but let's stress-test that assumption—analysts may be missing a critical piece. The Brick-and-Mortar Picture In Q3 FY2025, brick-and-mortar revenue dominated at 97.4% of total revenue, reaching C$145.79M with quarter-over-quarter growth of +9.56% and year-over-year growth of +18.4%. E-commerce accounted for the remaining 2.6%, totaling C$3.89M but declining -17.29% QoQ. During the quarter, 8 new Canna Cabana stores were added compared to 6 in Q2 FY2025. Notably, cannabis consumption in High Tide’s five operating provinces grew 7.9% QoQ from Q2 to Q3 FY2025, while $HITI's revenue grew 9.56%—clear evidence of market share gains, expanding customer loyalty through Elite membership growth, and contributions from data analytics, advertising, and other revenue. However, Q4 FY2025 presents a different picture. Cannabis consumption across those five provinces grew only 1.6% QoQ from Q3 to Q4 FY, making it difficult to justify brick-and-mortar growth above 5-10%. In a base case scenario where brick-and-mortar revenue increases +3.6%—comprising 1.6% from cannabis consumption growth QoQ plus an additional 2% from competitive advantages including market share gains, Elite membership expansion, and continued growth in data analytics and advertising—Q4 FY2025 brick-and-mortar revenue would reach approximately C$151.04M. Taking a realistic view on e-commerce with no hero assumptions, a ~20% decline would imply roughly C$3.1M in revenue. Combined, this already brings total revenue close to C$154.14M before accounting for any contribution from recent acquisitions. The Remexian Pharma GmbH Wildcard Separately, and more importantly, the narrative around Remexian Pharma GmbH deserves closer attention. High Tide Inc closed its 51% acquisition of the company on September 2, 2025, gaining control of one of Germany's leading medical cannabis distributors just as the German market entered a high-growth phase. This timing matters because the medical cannabis import market has been expanding rapidly in Germany—Q3 2025 saw 56.9 tonnes imported versus 43 tonnes in Q2, a 32% increase. Remexian Pharma GmbH represented 15% of Q2 imported volume (7 tonnes out of 43), and the company posted annualized revenue of €70M with €15M EBITDA for the six months ended March 2025. With two months of consolidation in Q4 FY (September-October), this acquisition will contribute material revenue that consensus estimates have not fully modeled. Even on conservative assumptions, revenue already screens at C$154.14M before Remexian’s contribution. Adding two months of unmodeled consolidation from a €70M annualized business in an accelerating market, analyst estimates appear materially understated. Thursday could surprise.
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JD@jdnick27·
@RKLBMan first purchase was Jan 31st, 2022 at $9 a share. Got the average down to 4.45 and now it sits at $10. I have only added never sold. :) Looking for the 2035 timeline. The company will be well over 400 Billion market cap (10X) which is a great return for me :)
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RocketMan
RocketMan@RKLBMan·
$RKLB OGs on X with a sub $5 avg.
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JD@jdnick27·
@elonmusk can you confirm that @SpaceX is looking to go public in 2026 or any near future year?
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JD@jdnick27·
@itschrisray First purchase was for ~$9 a share in 2022. Bought and held and still hold.
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Chris Ray
Chris Ray@itschrisray·
You’re a real one if you held $RKLB through this entire 2.5 year period. #IYKYK
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JD@jdnick27·
@scotto2050 @RocketLab Absolutely love everything I am seeing. One day we will cross over the profitability mark. Thank you for everything you do @scotto2050. Keep up the amazing charts and tracking!
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Scott O
Scott O@scotto2050·
Rocket Lab $RKLB | Q2 2025 Recap Rocket Lab just reported their Q2’25 earnings. Not only did they provide a strong quarter, but strong guidance as well 🚀 Here’s everything your need to know 👇
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Adam Sandler
Adam Sandler@AdamSandler·
Hope you all have a great time
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JD@jdnick27·
@AlvaroMysterio @10009nyny I bought for the first time in was Jan 31, 2022 at $9.07. Then a lot of dollar cost averaging.
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Parkash Heerani
Parkash Heerani@HeeraniPK·
Parkash Heerani@HeeraniPK

In my office in late summer last year, we were talking about Elon Musk and SpaceX and a co-worker told me about @RocketLab, that’s the first time ever I heard about it. After office, I went home and researched about it and liked it and slowly started building position. My initial goal was 1000 shares but as I continued research, I liked it and increased my position to 10,000 shares in personal account and about 5000 in 401k and once it went to $20+, I thought I am done buying. But during tariff dip, I bought 6000 more in early 20s. Sold 6000 in mid 30s to remove margin and raise some cash. I also had 50 Jan 2027 calls which I bought when it was $32-$35 and sold them when it went to $40. Painful right? I know. But we can’t time market so I don’t regret. I used that money to add 50 $NBIS calls Nov 2024 calls when it was $45 on Friday and it then jumped 20% in a day on Monday I doubled my money, so missing on $RKLB compensates 😂 Right now, holding onto $RKLB 10,000 shares in personal and 5000 shares in 401k

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Parkash Heerani
Parkash Heerani@HeeraniPK·
My investment flex is $RKLB entry here
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Augie
Augie@AugieRFC·
I miss the old days
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Elon Musk
Elon Musk@elonmusk·
Welcome to 𝕏, the group chat of Earth
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JD@jdnick27·
@unusual_whales I would love to know who actually reported they are paying $5000 a month. At least they will be paid off in less than 12 months hopefully 🤣
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unusual_whales
unusual_whales@unusual_whales·
"Millennials are having their student loan payments skyrocket from $500 to $5000," per FORTUNE.
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Scott O
Scott O@scotto2050·
What are your thoughts on $HITI High Tide’s Q1 2025 earnings? 👀
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Scott O
Scott O@scotto2050·
High Tide $HITI Q1’25 Earnings (Period ending Jan 31, 2025) 📈🧵 1. Revenue 📈 2. Footprint 📈 3. Membership 📈 4. Market Share 👍 5. Valuation 🔥
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JD@jdnick27·
@scotto2050 @HighTide_HITI @RajGrover_HITI Exciting start to an amazing company. It would be awesome to see you make similar videos to what you do with rocket lab. I believe this company has a strong potential and happy to hear you are seeing the same thing.
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Scott O
Scott O@scotto2050·
High Tide $HITI | By the Numbers A Bull Case in 5 Parts 📈🧵 1. Revenue 2. Footprint 3. Membership 4. Market Share 5. Valuation
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JD@jdnick27·
@scotto2050 you mentioned $HITI in this live stream. Are you going to cover this on YouTube as well? I was half paying attention until you mentioned Canada stocks and I was hoping you were gonna say high tide and you did. I have been following them since July 2024 and I am interested in your take on them.
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🚨🇺🇸 DEMS MELT DOWN OVER ELON'S "READ-ONLY" ACCESS TO PAYMENT SYSTEM While Democrats scream "we are at war" over basic spending oversight, Musk exposed Treasury officials who never denied a single payment - even to known fraudulent groups. Reality check: -Elon can only view, not change payments -All actions need Trump's approval -System monitors waste, not Social Security Apparently, watching out for taxpayer dollars is now "extreme." But screaming about shutting down cities? Totally normal. Source: Fox News Media: @ScooterCasterNY
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