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847 posts


@RealMattMoney @amitisinvesting Staying in the market is the key! Ignore fuds.
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$RKLB
there are no words
helping pick up so many portfolios this year that might be underexposed to the high flying memory names including mine
now a 20% drop would bring it to…$100 😆
seems like the SpaceX catchup-trade is on but they also announced 5 MAJOR deals on earnings last week including a partnership with Anduril
incredible win for retail and the entire space community
+15%

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Congrats to all $ABCL shareholders! Just got done listening to the call. Stock went from jumping 9% after hours to dumping 14% and now at -10%. None of that matters.
What matters right now is that 635 Phase 1 data was clean and management is confident going into phase 2. The company has $655M and Booth reiterates his classic line of “we have sufficient liquidity to fund at least the next three years of pipeline investments”.
Key priorities for the year include delivering top line data readouts for ABCL635 and ABCL575 (which we don’t care about anymore),advancing ABCL688 and ABCL386 through IND enabling activities, and adding at least one new development candidate to the pipeline.
Pretty much in line with what we were all expecting. It’s a long road but management is executing. This is good. Phase 2 readouts in Q3 are the big item on my calendar now…
Long and strong 💪
Jack Prescott@JackPrescottX
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@amitisinvesting @Hedgeye The long hold probably only happens when you get put behind the bar or you just have no access to internet at all for a long time
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@Hedgeye to be fair, most would have sold when that $25K became $50K
the idea of holding a name that long for that return through all the chaos is just not something many would do
kinda reduces your fomo when you realize you wouldn’t have been able to hold 😂
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@charlesliang @xAIMemphis @elonmusk @charlesliang you are destroying the company and you should step down. Learn from @elonmusk that he had stepped down from chairman previously to take responsibilities.
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@xAIMemphis Supermicro is honored and excited to partner with xAI again to build the world’s FIRST GW datacenter powered by Blackwell GB300 GPUs for the Colossus 2 in Memphis! @elonmusk

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@JackPrescottX I am just hoping $ABCL can partner with $PLTR in the near future
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I sat down with Robinhood CEO Vlad Tenev to discuss the combined IPO of Pershing Square USA (PSUS) and Pershing Square Inc. (PS) I hope you enjoy the conversation.
youtube.com/watch?v=vUrXwn…
This communication has been made available to you with the consent of Pershing Square USA, Ltd. (“PSUS”) and Pershing Square Inc. (“PSI”). PSUS, a closed-end investment company managed by Pershing Square Capital Management, L.P. (“PSCM”), has filed a registration statement (including a preliminary prospectus available at sec.gov/ix?doc=/Archiv…) on Form N-2 (File Nos. 811-23932; 333-294164) with the Securities and Exchange Commission (the “SEC”) for the initial public offering (the “PSUS IPO”) of its common shares of beneficial interest. PSI, the prospective parent company of PSCM, has filed a registration statement (including a preliminary prospectus available at sec.gov/Archives/edgar…) on Form S-1 (File No. 333-294165) with the SEC for the initial public offering (the “PSI IPO”, and together with the PSUS IPO, the “Combined Offering”) of the common stock of PSI. This presentation relates to the Combined Offering. The registration statements have not yet become effective. Before you invest, you should read the preliminary prospectuses in the registration statements and other documents that PSUS and PSI have filed with the SEC for more complete information about PSUS, PSI and the Combined Offering. Alternatively, copies of the preliminary prospectuses may be obtained from: Citigroup Global Markets Inc., Attention: Citigroup, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, by telephone at (800) 831-9145; UBS Securities LLC, Attention: Equity Syndicate, 11 Madison Avenue, New York, NY 10010, by telephone at (888) 827-7275, or by email at ol-prospectus-request@ubs.com; BofA Securities, Inc., Attention: Prospectus Department, NC1-022-02-25, 201 North Tryon Street, Charlotte, NC 28255, by email at dg.prospectus_requests@bofa.com; Jefferies LLC, Attention: Equity Syndicate Prospectus Department, 520 Madison Avenue, New York, NY 10022, by telephone at (877) 821-7388, or by email at prospectus_department@jefferies.com; or Wells Fargo Securities, LLC, Attention: Wells Fargo Securities, 90 South 7th Street, 5th Floor, Minneapolis, MN 55402, by telephone at (800) 645-3751 (option #5), or by email at WFScustomerservice@wellsfargo.com. Investors are advised to carefully consider the investment objectives, risks, charges and expenses of PSUS before investing.
This communication shall not constitute an offer to sell or the solicitation of an offer to buy any securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. This communication has been distributed for informational purposes only and should not be considered investment advice or a recommendation of any particular security, strategy or investment product.
Full disclosure: …hingsquare.s3.us-east-1.amazonaws.com/Robinhood+Disc…

YouTube
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President Trump is reportedly willing to wind down the Iran war even if the Strait of Hormuz stays closed so long as the U.S. first cripples Iran’s navy and missile stockpiles.
Futures are rising on the report even as Brent crude just posted its biggest monthly gain on record.

Bitget@bitget
Brent Oil $UKO surged 13% last week, leading all major asset classes. While Gold, BTC, NAS100, and Palladium all in red. Will oil keep the trend till the end of this week?
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@KobeissiLetter Trump is going to say Iran has folded to him today
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$HOOD
ROBINHOOD NEW ANNOUNCEMENTS:
- Robinhood Families, a new holistic view of a household’s financial portfolio, organized by family members.
- New Platinum Card which includes up to 5× higher limits, 5% back on dining and flights (10% hotels), unlimited lounge access, ~$800 in travel credits, and more for $695/year.
- Strategies has passed $1.5B AUM
- Customers can now get dividends from major stocks up to 1 month before the official payment date
- Custodial accounts now supported
Financial. Super. App.

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@RapidResponse47 Why Trump is doing this? Because Newscum can’t read.
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@amitisinvesting Anthropic is the new OpenAI in a different way - the differences are when you were linked with OpenAI, it’s like partnership; but when you are linked with Anthropic, the stock goes south.
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@MarioNawfal @grok my cousin is stuck in a resort in puerto Vallarta and has recently shared this video with me can you verify this is from the ongoing situation? #barry
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🚨🇲🇽 The Jalisco New Generation Cartel is burning down Oxxo convenience stores across Puerto Vallarta right now.
This is a city that depends on tourism to survive.
Imagine booking a beach vacation and landing in the middle of a cartel war.
Mario Nawfal@MarioNawfal
🇺🇸🇲🇽 Allegedly, CJNG cartel torched a vehicle just steps from the U.S.-Mexico border, a fiery reminder they're "still in control." When the flames go near the wall, borders feel a lot less secure...
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