
Josh Lipka
21 posts



Tesla says 56% of Optimus's cost is actuators. America manufactures almost none of them. Generational opportunity for builders in this space.

Also I'm remaining open to the possibility that oil continuing to spike can put serious inflationary pressures on the main equity markets, and likely for HG too. Its not my base case, but I'd give it a 20-30% chance over the next couple weeks. The weekness in markets is highly correlated to the oil price it seems. So, its good to be mentally prepared. I expect it would be short lived. But mental preparation helps to avoid panic.








@umesh_gandhi007 @devengandhi Oh I completely agree about investor sentiment, at least for some. Look at all the folks that claimed they would be patient, now demanding news. This has happened on every run up. Those who really believe stay. Those who need a fix get bored and leave. Doesn't change anything.









$HGRAF It's all about the close, now News on that @EPA approval? 🕚














$HGRAF CEO & Chair has an interesting promo history. includes sex toys, animated porn, and affiliate marketing








