Noklls

347 posts

Noklls

Noklls

@noklls

⛳📈 Undergrad Student | New Investor 💰 🚀 Long-term believer in $NBIS, $RKLB, $SOFI, $NVDA📊 Sharing my journey to 6 figures | NFA

Katılım Temmuz 2023
194 Takip Edilen64 Takipçiler
Black Panther Capital
Black Panther Capital@BlackPantherCap·
HOW I WILL PLAY THE NEXT MONTHS AND WHAT I EXPECT: I want to touch on 5 important things: 1. First, I’m sad to see the lunch of $ASTS fail. I sold a while ago. “$Execution delays is a risks. Sold and took profit recently.” Still saddens me to see. 2. I see a lot of new concerns on US/Iran. Here’s my take and how I will play it: Overall I believe we have see the worst. I could be wrong. But usually when ceasefire and ‘talks’ have been somehow ongoing it’s very rare a full blown war will continue. I expect some volatility short-term. I’ll be DCA’en through if it plays out. Long-term I have NO concerns. US are on their way to a ‘goldilocks’ era. So many investments are being made INTO US. I expect inflation to rise short-term. Fall afterwards towards the goldilock-era for US where AI infrastructure will play out and dominate. Lastly. I see some concerns about ‘oh, but $SPY $SPX $QQQ are all back to ATH and topping. Yes. But MAG7 is not topping. $NVDA $GOOG $AMZN are close to touching Octobers high. But recently. $MSFT $AAPL $TSLA are far from it. Meaning the ‘top’ is not driven by small cap or MAG7. But the middle-layer of $SPYx / SP500. I’m not concerned. But expect more of a rotation to continue into risk-on - when US/Iran clears. 3. A couple of hours ago I released a FREE NEW extensive deep dive on $OUST. You should go read it. 4. I’m considering creating a FREE group-chat here on X. A community. What I expect of the group: This is not a buy/sell signal group. But a group to connect with like-minded. Analyzing the market, sharing ideas, research, insights, learnings and Go deep on finding gems together. There’s limited spots. If you want to join. Comment: “YES.” And just to be clear: I dont have a course or offer no paid services. 5. Based on 2) - I’ll sit tight in my long-term high conviction plays with ease and peace. Add on dips. Pure DCA. Meanwhile I’ll soon open up my short-term account again and begin some short-term swing trades in the timeframe of less than < 6 months. -BP. Please note: this is not financial advice.
Black Panther Capital@BlackPantherCap

→ PORTFOLIO UPDATE & REFLECTIONS: Here’s what have changed: I used the recent volatility to take some profit and consolidate around my highest conviction names. LONG-TERM PORTFOLIO: $IREN – 24.2% $CIFR – 22.2% $TE – 16.2% $ONDS – 14.1% $RKLB – 14.1% $OSS – 9.1% SHORT-TERM PORTFOLIO: $IBRX – 100% What this tells you: I’m backing the truck up on AI infrastructure plays; $IREN, $TE, $ONDS, $OSS. These are convictions that’s only getting stronger. Why $IREN & $CIFR are now 46% of my portfolio: > The Microsoft deal didn’t change. > The hyperscaler arms race didn’t stop. > Power infrastructure remains the bottleneck everyone’s fighting over. $IREN controls 4.6GW now. $CIFR 3GW. Both are scaling and sitting on secured power, and deals. The drawdown? That was the market giving you a gift. Why I started a new position in $RKLB: Space infrastructure isn’t slowing down. It’s accelerating. I’ve been watching $RKLB for a while now. And the dip was a gift. Rocket Lab is the only pure-play orbital launch company trading at a reasonable valuation (in the growth sector) with PROVEN execution. It’s the ONLY competitor to @spacex, and market doesn’t like monopoly. Electron launches. Neutron coming. Defense contracts stacking. The setup is asymmetric. Why I added to my position in $TE: $TE owns and operates a 5GW solar With first phase 2.1GW online by end 2026. AI data centers accelerate power demand. Solar scales rapidly to address grid constraints. This isn’t complicated. Demand is structural. Supply is constrained. $TE owns the picks and shovels. Defense Exposure — $ONDS & $OSS at 23.2% Combined: NATO spending isn’t reversing. Defense autonomy isn’t optional anymore. These companies own bottleneck technologies in programs that compound for decades. $ONDS: Raised 2026 guidance by 25%. $65M backlog up 180% in 60 days. Trading below analyst target. $OSS: Brings high-performance AI to denied, contested, or austere environments where conventional setups cannot operate or introduce lethal latency. No debt. Watchlist now: $ASTS – Still on the watchlist. Conviction remains. But execution delays is a risks. Sold and took profit recently. $KRKNF – Monitoring closely. The Anduril thesis is intact but position sizing matters here. Sold recently. $NBIS – High conviction but fully allocated for now. Would add on meaningful dips. Sold recently. $ZETA – Back on the radar. Took profit earlier but watching for potential re-entry if the right setup allows. $RDW – Watching. $SATL – Watching. Early-stage conviction building. $PGY – Under review. Short-Term Play: $IBRX at 100% This is the asymmetric bet. Biotech with binary catalyst potential. High risk, high reward. I’m watching this daily and will adjust fast if thesis breaks. My approach right now: > Market volatility doesn’t change fundamentals. > AI infrastructure spending is going from $200B to $500B+. > Defense budgets are locked in for years. > Energy demand is structural. > The companies I own control bottlenecks in these trends. > Drawdowns are buying opportunities when conviction is high. I used this one to concentrate around my strongest theses. Bottom line, this portfolio is built around: → AI/energy infrastructure bottlenecks → Defense tech with sole-source positioning → Space infrastructure with proven execution → One asymmetric biotech swing Every position is sized by conviction. The drawdown strengthened my hand. My conviction didn’t drop. It increased. Adding on potential dips. Note: This is not financial advice.

English
81
0
98
40.8K
白凡
白凡@baifanweb·
日本新宿现状
中文
640
484
8.6K
2.3M
Noklls retweetledi
Pepe Invests
Pepe Invests@pepemoonboy·
People always ask me how I learned to sell options… I learned using AI tools like ChatGPT as well as Youtube. Do the following with any LLM: 1. Take a snapshot of a potential cash secured put or covered call trade. 2. Upload it into the LLM and ask it to explain how the trade works. Here is a prompt you can put into ChatGPT that will review a potential trade for you and will give you a run down of all the things you need to know about the cash secured put or covered call: Options Trade Breakdown Prompt You are a professional options trader and elite educator. I am going to upload a screenshot of an options trade (from Robinhood or another broker). Your job is to analyze the trade directly from the image and teach me exactly what is happening so I fully understand it at both a beginner and advanced level. ⸻ 📊 When analyzing the image, follow this exact structure: 1. What Am I Looking At (Plain English) Explain this trade like I have zero experience: •What type of trade is this (covered call, CSP, naked call, etc.) •What I am doing in simple terms •Why someone would make this trade ⸻ 2. Break Down Every Data Point on the Screen Go line by line and explain: •Ticker and current stock price •Strike price •Expiration date •Premium (credit received) •Number of contracts / shares •Limit price vs bid/ask •Max profit, breakeven, max loss Explain what each of these actually means in real dollars and real outcomes. ⸻ 3. What Are My Obligations? Explain clearly: •What I am required to do if the trade goes against me •What happens if the stock goes above the strike •What happens if it stays below •Early assignment risk ⸻ 4. Profit & Loss Scenarios (Real Numbers) Walk through: •Best case scenario •Worst case scenario •Break-even outcome •What happens if the stock: •Rips higher •Stays flat •Dumps hard Use the exact numbers from the trade. ⸻ 5. Risk Analysis (This is Key) Break down: •How much capital is actually at risk •The real max loss (not just what the app says) •Opportunity cost (what I might miss out on) •Hidden risks beginners don’t see ⸻ 6. Greeks Explained for THIS Trade Explain in simple terms: •Delta → probability & exposure •Theta → how I make money over time •Vega → how volatility impacts this trade Tie it directly to THIS exact position. ⸻ 7. Is This a Good Trade? Give an honest evaluation: •Is this a high probability setup? •Are the parameters solid? (strike, premium, DTE) •Would a professional trader take this? Why or why not? ⸻ 8. How to Improve This Trade If applicable: •Better strike selection •Better expiration (DTE) •How to increase premium or reduce risk •Alternative strategy (if smarter) ⸻ 9. Trade Management Plan Teach me what to do AFTER placing it: •When to take profit •When to roll •When to close early •How to handle assignment ⸻ 10. Key Lessons (Make Me Better) Summarize: •What I should learn from this trade •Mistakes to avoid •Rules I can reuse going forward ⸻ 🎯 Additional Instructions: •Assume I want to MASTER options selling •Keep explanations simple but powerful •Use real numbers from the image •Don’t sugarcoat risk •Think like a mentor who actually trades
Pepe Invests tweet mediaPepe Invests tweet mediaPepe Invests tweet mediaPepe Invests tweet media
English
24
34
420
28.3K
Noklls retweetledi
Jason Luongo
Jason Luongo@JasonL_Capital·
I'm 34 years old and a self-made millionaire. My March advice: $NVDA (NVIDIA) - Strong Buy $AMZN (Amazon) - Strong Buy $IREN (IREN Limited) - Buy $HOOD (Robinhood) - Strong Buy $ZETA (Zeta Global) - Strong Buy $RKLB (Rocket Lab) - Hold $ONDS (Ondas Holdings) - Buy $SOFI (SoFi Technologies) - Strong Buy $PATH (UiPath) - Buy $SYNA (Synaptics) - Strong Buy $IBRX (ImmunityBio) - Buy $HIMS (Hims & Hers) - Buy $PANW (Palo Alto Networks) - Buy $TSLA (Tesla) - Hold I hope this helps someone out there build generational wealth. That's what this is all about. NFA DYOR
English
34
83
715
87.2K
Noklls retweetledi
Value Investing Edge
Value Investing Edge@StonkValue·
Buying $ONDS now is similar to buying $PLTR at $30 Buying $AMPX now is similar to buying $AAPL at $41 Buying $NBIS now is similar to buying $MSFT at $65 Buying $OSS now is similar to buying $NVDA at $60 Buying $IREN now is similar to buying $AMZN at $52 Buying $AAOI now is similar to buying $GOOG at $76 Buying $AXTI now is similar to buying $META at $120 Buying $TE now is similar to buying $TSLA at $80 Have patience! Compounding could be huge in this sector. These are going to be next generation leaders. Bookmark this post for later!
Value Investing Edge tweet mediaValue Investing Edge tweet media
English
21
104
634
53K
Noklls retweetledi
Dear Men.
Dear Men.@Dea_rMen·
Depression in men is often just: • No gym • No time outdoors • Not enough sleep • Poor diet • Too much screen time • No sense of purpose • Toxic relationships • No time with family Do this instead: • Wake up around 5–6 AM • Go for a 45–60 minute walk • Sleep 7–8 hours • Eat clean (more protein, fruits & vitamins) • Cut down mindless scrolling • Commit to a meaningful project • Build a positive circle • Spend time with family After 38 years, I’ve realized something simple: For a man, staying indoors all day slowly kills the mind. Go outside. Meet people. Build real connections. A man’s job is to face the world, take risks, and embrace challenges. 💪
Dear Men. tweet mediaDear Men. tweet media
English
126
619
6.5K
1.5M
Noklls
Noklls@noklls·
@Antunes1 @grok who is this stupid guy that got easily offended over a mere word
English
1
0
0
2
𝐀𝐍𝐓𝐔𝐍𝐄𝐒
An Italian streamer in Japan said “amiga” in Spanish (meaning “friend”) to some fans. A passing black American thought he’d said “Nigga” and aggressively confronted him. “You have five seconds to apologize before I slap you.” The Italian had no idea what was going on.
English
7.1K
9.1K
153.8K
19.6M
Noklls
Noklls@noklls·
@VCTScrims If Sen get spaz on smokes and boni or pa1nt on duelist, they might be title contenders again
English
0
0
0
396
vctscrims
vctscrims@VCTScrims·
sen trialling boni 🇵🇭
English
14
9
650
175.8K
Noklls retweetledi
Black Panther Capital
Black Panther Capital@BlackPantherCap·
THE CONTRARIAN PLAYBOOK The overlooked vs. the obvious: AI Compute - $AMD (not $NVDA) Defense - $ONDS (not $AVAV) Fintech - $SOFI (not $COIN) Energy Storage - $EOSE (not $TSLA) Datacenter - $IREN (not $CRWV) Solar - $TE (not $FSLR) Edge AI - $OSS (not $INTC) AI Marketing - $ZETA (not $GOOGL) Contrarian > Consensus. Early > Obvious. Note: This is NOT financial advice.
Black Panther Capital tweet media
English
18
37
249
22.7K
Noklls retweetledi
Stoic Cap
Stoic Cap@TheStoicCapital·
4 OF MY HIGHEST CONVICTION PLAYS RIGHT NOW: 1. $ONDS – Building a full stack in autonomous defence + counter-drone (air, ground, comms). Real contracts coming in, backlog growing, and demand from NATO + US only going one way. 2. $TE – One of the few domestic U.S. solar manufacturers ramping into the AI power shortage. G1 already running, G2 cells coming 2026, 45X credits boosting margins. If they execute, they sit right in the middle of the power bottleneck. 3. $KRKNF – Subsea robotics + sonar tech for naval defence and offshore security. Underwater warfare + infrastructure protection is becoming a HUGE theme. Contracts + demand are picking up. 4. $ASTS – Space-based mobile network with direct-to-phone satellite connectivity. Partnerships with major carriers (Vodafone, AT&T, etc.) and starting to show real-world rollout. When they deliver, it will change global connectivity. Did I miss any?
English
11
12
176
21.1K
Noklls retweetledi
The Analyst
The Analyst@MMatters22596·
Most tech stocks have topped. I sold all my: $HOOD $PLTR $CRWD There's still a lot of downwards potential. I'm rotating the gains into cheaper sectors. Energy, Healthcare and SaaS. These are the stocks I'm focussing in these sectors: $NVO $EOSE $ZETA $DUOL These are great companies trading at extremely lucrative prices right now.
The Analyst tweet media
English
20
12
179
24.6K
Noklls retweetledi
Black Panther Capital
Black Panther Capital@BlackPantherCap·
→ PORTFOLIO UPDATE & REFLECTIONS: Here’s what have changed: I used the recent volatility to take some profit and consolidate around my highest conviction names. LONG-TERM PORTFOLIO: $IREN – 24.2% $CIFR – 22.2% $TE – 16.2% $ONDS – 14.1% $RKLB – 14.1% $OSS – 9.1% SHORT-TERM PORTFOLIO: $IBRX – 100% What this tells you: I’m backing the truck up on AI infrastructure plays; $IREN, $TE, $ONDS, $OSS. These are convictions that’s only getting stronger. Why $IREN & $CIFR are now 46% of my portfolio: > The Microsoft deal didn’t change. > The hyperscaler arms race didn’t stop. > Power infrastructure remains the bottleneck everyone’s fighting over. $IREN controls 4.6GW now. $CIFR 3GW. Both are scaling and sitting on secured power, and deals. The drawdown? That was the market giving you a gift. Why I started a new position in $RKLB: Space infrastructure isn’t slowing down. It’s accelerating. I’ve been watching $RKLB for a while now. And the dip was a gift. Rocket Lab is the only pure-play orbital launch company trading at a reasonable valuation (in the growth sector) with PROVEN execution. It’s the ONLY competitor to @spacex, and market doesn’t like monopoly. Electron launches. Neutron coming. Defense contracts stacking. The setup is asymmetric. Why I added to my position in $TE: $TE owns and operates a 5GW solar With first phase 2.1GW online by end 2026. AI data centers accelerate power demand. Solar scales rapidly to address grid constraints. This isn’t complicated. Demand is structural. Supply is constrained. $TE owns the picks and shovels. Defense Exposure — $ONDS & $OSS at 23.2% Combined: NATO spending isn’t reversing. Defense autonomy isn’t optional anymore. These companies own bottleneck technologies in programs that compound for decades. $ONDS: Raised 2026 guidance by 25%. $65M backlog up 180% in 60 days. Trading below analyst target. $OSS: Brings high-performance AI to denied, contested, or austere environments where conventional setups cannot operate or introduce lethal latency. No debt. Watchlist now: $ASTS – Still on the watchlist. Conviction remains. But execution delays is a risks. Sold and took profit recently. $KRKNF – Monitoring closely. The Anduril thesis is intact but position sizing matters here. Sold recently. $NBIS – High conviction but fully allocated for now. Would add on meaningful dips. Sold recently. $ZETA – Back on the radar. Took profit earlier but watching for potential re-entry if the right setup allows. $RDW – Watching. $SATL – Watching. Early-stage conviction building. $PGY – Under review. Short-Term Play: $IBRX at 100% This is the asymmetric bet. Biotech with binary catalyst potential. High risk, high reward. I’m watching this daily and will adjust fast if thesis breaks. My approach right now: > Market volatility doesn’t change fundamentals. > AI infrastructure spending is going from $200B to $500B+. > Defense budgets are locked in for years. > Energy demand is structural. > The companies I own control bottlenecks in these trends. > Drawdowns are buying opportunities when conviction is high. I used this one to concentrate around my strongest theses. Bottom line, this portfolio is built around: → AI/energy infrastructure bottlenecks → Defense tech with sole-source positioning → Space infrastructure with proven execution → One asymmetric biotech swing Every position is sized by conviction. The drawdown strengthened my hand. My conviction didn’t drop. It increased. Adding on potential dips. Note: This is not financial advice.
Black Panther Capital tweet mediaBlack Panther Capital tweet media
English
33
24
266
71.4K
Ashton Invests
Ashton Invests@Ashton_1nvests·
If you had to buy ONE of these at market open, which are you choosing? $ZETA $ADBE $PYPL $META $AMZN $EOSE $ONDS
English
51
0
93
19.4K
Stable Ronaldo
Stable Ronaldo@StableRonaldo·
Remember this tweet.... By June 2026 I will have a Six Pack.... IF I DONT I will Give $50,000 split between 5 People Who Like and respond to this tweet
English
14.4K
2.6K
68.6K
2.1M
Han Akamatsu 赤松
Han Akamatsu 赤松@Han_Akamatsu·
What’s that one stock which currently has no hype but has tremendous quality?
Han Akamatsu 赤松 tweet media
English
171
2
116
47.9K
Vulture trades 🦅
Vulture trades 🦅@vulturetrades·
I’m officially restarting the $500 to $1 Million 2026 Challenge on Monday! I’m opening a FREE private X group where you’ll see my exact entries & exits live. To be added: Like + Comment “$SPY” (You must be following)
Vulture trades 🦅 tweet media
English
1.4K
44
1.6K
181.3K
Noklls
Noklls@noklls·
@MMatters22596 mine is like 12.3 if it hits then I am gonna hold to 20
English
0
0
0
189
The Analyst
The Analyst@MMatters22596·
$ONDS Entry opportunity ahead... I’ll set my second entry in $ONDS at $12.45, with a stop-loss at $11.29, which is roughly 3% below the 0.5 retracement. As you know if you’ve been following me for a while, I remain primarily bullish. That said, a move below the red line at $7.29 is still a possibility. It’s also important to note that $ONDS could continue higher first and do its small pullback later. That’s why it was necessary to enter early, as we did with all subscribers. This new position will be smaller than my initial position. Your thoughts on $ONDS?
The Analyst tweet media
English
22
43
431
93.9K
Noklls retweetledi
The Market Matrix
The Market Matrix@MarketMatrixs·
4 STOCKS SHAPING THE FUTURE OF OUR WORLD: ⬇️ $ASTS — Building a space-based cellular network to connect smartphones globally without towers. $ZETA — An AI-powered marketing and customer data platform for large enterprises. $OSCR — A digital-first health insurance company using technology to simplify care. $ONDS — Developing autonomous drones and private wireless networks for critical operations.
The Market Matrix tweet mediaThe Market Matrix tweet mediaThe Market Matrix tweet mediaThe Market Matrix tweet media
English
2
32
194
19.2K
Noklls retweetledi
Black Panther Capital
Black Panther Capital@BlackPantherCap·
I’m seeing bottlenecks everywhere. power, substrates, drones. $IREN, $NBIS + $AXTI + $ONDS = 2026 leaders. Portfolio without them = missing boat. NFA.
English
11
17
245
16.6K
Noklls
Noklls@noklls·
I am 19 years old and have about 20k in the stock market rn My goal is to get 100k by the end of this year I know it is unrealistic but staying delusional will help me focus on one goal and work harder to reach it
English
0
0
1
12