skyflightmedia

@onesickvette Congrats!

$OPEN Bought another 200 shares of $OPEN bringing my shares to 10,000 ! First off I would like to thank all , Quants, High Frequency Trading , Shorts, Kid Analysts, Paper and Lettuce Hand , without you ! my reward would not be possible!!!! Take a bow !

I needed this last week when trying to explain all my AI projects to my wife 🤣

@ChairmansLedger Sorry, I didn’t notice. I was enjoying a road trip with my son.

Today was rough. Probably because it wasn’t the first and there’s no certainty that it’s the last. Most of us getting hit are in AI, defense, space or some other next gen theme. I don’t have good news or bad news. Just this. There is something in collective suffering. We share it. It becomes a bond between us. Don’t let days like today break you. Use them as proof that you survived. You did not die today. We’ll be back stronger. Maybe not tomorrow. Maybe not next week. But many of the companies we own will likely succeed over the longer term. Chin up folks.

@retail_mourinho $ONDS was an easy sell at $13. I also did not time the bottom 🤣 Same problem with $UMAC, got the top, not the bottom 🤷‍♂️🤦‍♂️😅

In May, I sold $ASTS at $120–133 and $ONDS at $13–14. I knew a market correction was imminent. What I didn’t do well was buying back in too early. I bought before the 200 MA and went heavy at the 200 MA, but they ended up undershooting it by a wide margin. Lesson: No one can time the market perfectly, but you can anticipate it. I’m down a lot over the past two weeks, but if I hadn’t sold near the top in this swingy market, my portfolio wouldn’t be up XXX% YTD. This is a swing trader’s market - for now. –RM

Linus Torvalds has put his foot down regarding the use of AI for coding and developing the Linux kernel. Linux is not going to become an anti-AI project. AI is a useful development tool, and people who object are free to fork the project or walk away! His position is blunt: the goal is to make AI coding tools help kernel maintainers instead of creating more work for them. Technical merit comes first, not fear of new tools.

@PhotonBull Haha, it’s been a rough June/July 🤣

Nowadays you can buy a 10% dip and be down another 10% in a few hours and another 20% by the end of the week I still remember the old times when you could buy the open dip and be up 10% that same hour This was 1-2 months ago

@CardilloSamuel @brivael 🎯

@brivael anyone who ain't pro-west is a bit retarded anyway

I’ve got the best follower community. Mostly pro-West, thoughtful people. You want to be known by sane people, not by the masses. Global fame is the devil’s kiss.

@morganb You gave me two offers on two houses in the Denver metro. I declined them thinking I could get a better deal. I was wrong both times 🤣🤣

hey all - if you're an $OPEN Aarmy member *and* have sold your house to opendoor *and* have a question for kaz or open leadership - we'd love to give you the chance to do so at earnings. dm's are open!

@scottpshamblin 🤣

It's officially too controversial to suggest not stealing things on Threads. K, got it.

@jeffye888 @nejatian Gitty up.

@nejatian and team absolutely not blinking in the face of higher rates $OPEN earnings will be a wild one, especially the updated cohort charts

@Michael74234793 When @evansall says "unlimited demand," you take him seriously.

@IAm19991999 @pequityresearch @grok @grok where does $UMAC get their bearings?

@pequityresearch @grok list 5 stocks and their prices for what this article is talking about

Morgan Stanley: Bearings The Big Picture: Bearings as a Core Robotics Play > Architecture-Agnostic Growth: Bearings offer a diversified way to invest in the robotics sector because they are required regardless of a robot's ultimate design or form factor. > Massive Market Expansion: Morgan Stanley forecasts a massive ~300x growth in the robot bearings market through the year 2050. > Low Risk of Obsolescence: Bearings face very low substitution, in-sourcing, or obsolescence risks—you simply cannot design moving machines around them. > OpenAI Endorsement: In a recent Request for Proposal (RFP) for U.S.-based hardware manufacturing capacity, OpenAI listed precision bearings as 1 of 6 critical components in its robotics category. Content Scales with Robot Complexity > Bearings 101: Every single motor in a robot requires at least one or more bearings to reduce friction and support rotating parts. > Degrees of Freedom (DoF): As robots get more complex, the number of bearings multiplies. Small quadcopter drone: Requires 8–12 bearings. Humanoid robot: Requires 70 or more bearings. > Pricing Variability: Depending on the specific use-case, individual bearings can range from under $1 to as much as $100 Global Bearings Market Dynamics > Consolidated Supply: The top 6 global manufacturers control over 50% of the global roller market, with Chinese manufacturers making up about 25%. > Current Demand Split: Roughly 40% of the overall market goes to industrial equipment OEMs, 30% to automotive, and 30 to distribution channels

@ChairmansLedger @BMSInvests @YoYInvestor @bodoxstocks I think it’s called engagement bait now.

@BMSInvests @YoYInvestor @bodoxstocks This rage bait?

Looks like I’m one of the only $ONDS bulls left on X (alongside @YoYInvestor & @bodoxstocks). Funny how quick sentiment can change. Let’s see how this plays out in 12-18 months.

@scottpshamblin One Walmart can lose a million dollars a year to theft. When I worked there to prevent theft, in Colorado, rarely did the police care. The law was so weak, the police didn’t see the point. I like to joke that retail theft has the best ROI if you find yourself in a tight spot.

Retail theft is not a victimless crime. Every stolen item raises prices, threatens jobs, and forces honest families to pay more at the checkout line. Crime sends a bill to every household.

@nejatian I'm regularly surprised (and unnerved) at the wisdom in Screwtape Letters.

I can’t believe this exists and I did not own it until right now. (Yes, I am at an airport again and thus buying more books and audiobooks).

$RCAT is one military boat contract away from an ATH again. That's my take.

@CardilloSamuel @Justine_Brooke

@Justine_Brooke unless you have 2 or more homes then there is more place than home because there is also home and home

There is no place like home 🇺🇸

@ChairmansLedger Oh, I know, but there is a reason why I have "insignificant investor" in my profile 😅

@skyflightmedia I did both.

I dont usually do these types of deeper dives but I think there is some serious alpha here so I'm trying to share it. $NUAI might be one of the more interesting behind-the-meter (BTM) AI/HPC data center names I've added recently. The story is messy. That's exactly what caught my attention. I suspect many investors looked at the legacy business, couldn't quickly work out what the company was becoming and simply moved on. I nearly did (especially using Claude / ChatGPT which need some poking to get past below surface). Since then, a lot has changed. The CEO stepped down and Charlie Nelson (previously COO) was appointed CEO. José Rodriguez, who previously led DC engineering and ops at $MSFT and ByteDance, is now COO. The wider leadership team has also been materially strengthened. The core asset is TCDC, a planned BTM AI/HPC campus in Texas. There is a non-binding JV LOI with Stream Data Centers and a separate LOI with a hyperscaler referenced in the Macquarie financing docs. The lease is not yet signed. That is the next major catalyst. Macquarie has already funded $20M and provided a facility with up to another $270M available subject to conditions. It also purchased $5M of $NUAI common stock at $5/share, a 20% premium to the 5-day VWAP, and received warrants to purchase up to another $5M of stock at the same 20% premium, subject to a $4.30 floor. Stream's involvement also gives me additional confidence. These are sophisticated infrastructure players who have likely done significant diligence on the mgmt. team, assets and regulatory path, reducing execution risk vs. many early stage neoclouds. The near term outcome is pretty binary. A Hyperscaler lease signed and this becomes materially derisked. No lease and the equity likely gets punished. If mgmt. executes, a bundled Phase 1 deal with Phase 2 optionality this could provide a real credible path to $20-30/share, which is roughly 5-6x from here. That's the upside investors are being compensated for underwriting against the near term binary risk. I own roughly 50k shares. I sized it for the current risk and will likely add once the lease is signed and the next stage has been materially derisked. A few $IREN OGs I respect have also rotated into $NUAI. That isnt the thesis. But I dont ignore smart people independently arriving at the same conclusion. CC: @PDPhilaPhil for keeping me honest here. 🫡