ryo

@Venu_7_ What’s your PT?

$NVDA setting up for a monster breakout when a leader is breaking out of a 6-month base, it deserves attention.

@mathlonning Awesome! I am at 5%, aiming to get to 10% this year.

@ryoneo90 Roughly 20%

Bought $ASTS $TMDX $TRT and $ACMR shares.

@CavalloCap1 How much % of your portfolio is allocated to $TMDX?

$TMDX fuel cost concerns are irrational. TransMedics passes through incremental jet fuel surcharges to hospitals. Even in a worst case scenario with no pass through, the estimated impact is only $2.5M to $5M, which is negligible relative to prior quarter net income and largely irrelevant since they are not expected to absorb these costs. I used this opportunity to increase my position by 34.72% today.

@Sofascore Stop being a biased channel and respect the legend!

And this will remain the case until FIFA say otherwise.

@mathlonning 20% increase is huge given the status quo

@ryoneo90 Just over 28 for the entire quarter.

It’s too early to extrapolate this data for the entire quarter, but $TMDX is averaging more than 34 flights/day!

@mathlonning Do crude oil prices significantly affect their bottom line in short term?

$TMDX YoY revenue growth should accelerate as we get deeper into the year. Due to trials and European operations ramping up. On top of normal US operations.

@mathlonning Appreciate your response, thank you!

Well, as you said, not financial advice. With that being said, the opportunity looks good for the long term and I have been slowly adding myself. Obviously things can always go lower, so it’s important to do it little by little. It’s also okay to not time the bottom perfectly. Good luck out there!

$TMDX SHALL RISE AGAIN

@mathlonning 😂😂

Someone let CNBC know it’s time to bring Ackman in.

@accounting_ds They made ~$53M in revenue in 2025, and yet they’re valued at ~$9B. Also, the FAA is already short thousands of air traffic controllers. Who’s going to manage these eVTOLs in the sky? Genuinely interested in your take, but I don’t see this playing out in the next 5 years.

Down 10% on my $JOBY position Not going to touch it or likely add as I have 10k in it thats pretty much what I wanted to put in Long term this will produce amazing gain but for now all I can do is hold and smoke some sweet hopium Evtols are the future, talk to any engineer

@danielnewmanUV I am trying to understand would happen to $NVDA after a few years when Meta, Amazon, Google, Microsoft are done building out their infra? They’ll still spend a few Billion to keep up their infra but won’t be spending $200B per year like they’re doing this year, right?

$NVDA should see 40-50% of the ~$700 Billion in Mag 7 committed AI Capex. Hard to bet against that. 🚀

@Kajiastic Do you think exiting $RKLB could be a mistake? There’s a huge upside in the long run and they’re only second to Space X.

This is the year I’ve committed to portfolio concentration. I’ve officially exited my positions in $RKLB (+310%) and $IREN (+334%) to lock in gains and streamline my long-term holdings. Incredible runs, and I’m grateful for the returns they delivered. The decision wasn’t about doubt in the companies, but about capital allocation. I wanted to free up cash to deploy into opportunities I believe are more deeply undervalued today. I already have meaningful exposure to $NBIS, and after listening closely to the latest earnings call, it felt like the right moment to step away from $IREN. As for $RKLB it’s had a fantastic run and still has exciting milestones ahead with Electron launches but from this level, I see more asymmetric upside elsewhere. Sometimes investing isn’t about finding new ideas… it’s about having the conviction to double down on the best ones. Any guesses where this capital is heading next?

@nikoliasgoninus Hi, I started following you recently. Love your content btw. Could you please share a link to your $DUOL thesis if you have shared it previously? Thank you!

Elon Musk talks about how SpaceX can provide low cost and high bandwidth internet to parts of the world that don't have it or where its very expensive to use. This is part of the $DUOL bull thesis. While many are focused on their Mom and Grandma Claude Coding a Duolingo replica in their pajamas before tea time, I'm focused on $ASTS and Starlink providing internet to parts of the world that don't have it. These companies effectively expand the TAM for Duolingo and other products and services by 30%. There are approximately 2.5-3 billion people that still do not have internet on Earth. Once they have access, their immediate instincts will shift to learning, especially learning the English language in a structured way. Learning english will give them access to better jobs and allow them to support their families via higher income from the english speaking job (can be applied to chinese and other languages as well).

@accounting_ds Appreciate your deep dives, thank you!

$TE having an amazing week! Direct words from CEO Daniel Barcelo to JD Vance when they met ~ “At T1, we are investing in energy from America, for America and by Americans. We are grateful for the Vice President’s time and attention to these critical matters. We want to thank the Vice President and the Administration for their pro-American growth economic and trade policies that have been foundational for T1’s strategy to build a domestic solar supply chain that is scalable, reliable and low cost.” finance.yahoo.com/news/t1-energy…

@KabraxFX Appreciate your response!

Not exactly, its just that its a long term growth compounder that is cornering the Mediterranean cuisine niche in the US. Attempting to get to 1000 stores by 2032, currently at 428. No other Med chain is going national like $CAVA, and they are not just simply another American staple like burritos, burgers, pizza, wings, or salads. Only about 1.4%-4% of all restaurants are Mediterranean, one of the smallest % for a specific cuisine category, so there is ample room to grow. Management is fantastic. Maybe watch this older video of them, this is part of what inspired me: youtube.com/watch?v=-9Mbls…

How does $CAVA's new Status Rewards work? See chart below! Get better perks each level! Not only do you get point multipliers, you get more and more delivery fee free orders each year! You also get a nice end of year gift for your loyalty, too! 🥰 Eat $CAVA, love $CAVA 😋

@johhnyWalkerAZ Thank you! Love your content btw, big fan!

@ryoneo90 That’s not what will be the of the future revenue they are pivoting into the data centers, which I think is great

This management team is killing it #IREN