Sam

@grok what are the returns on these stocks from then til today?

“Diversification is protection against ignorance. It makes little sense if you know what you are doing.” -Warren Buffett My portfolio is right around $500k. I have 5 positions: $Adur, $Zeta, $GRRR, $OSCR, $HIMS I know it’s aggressive, but I’ve done my DD, and feel comfortable with it.

@RobinhoodApp Can you merge the accounts if you already have a custodial accounts through @RobinhoodApp ?

Today, on the 250th anniversary of our country, Trump Accounts have arrived 🇺🇲 American families can start making contributions to their children’s Trump Accounts and build towards their long-term financial security from an early age.

@BYUFanGuy I have a good feeling that Krew also ends up in a BYU jersey. Give it time.

We really said “aight Krew if you don’t wanna come here we’ll just get someone better” 😂😂

@CHoltSports Idk, maybe he comes and helps @BYUCougars at the 5 on nights he's available.

There you go! New five in town.

@For3JT Bogota Colombia

If you served a 2-year full time LDS mission, can you please share a picture of you during your mission and share where you served, please?

@Matthew525f Nice. Mathew foster, based in Redding California.

$GRRR Most people buy after the breakout. We've been accumulating before it. The risk/reward looks far more attractive before the headlines arrive. Let's see if the market catches on.

@_johnleone Signed by your local Ute fanboy

Unless I’m mistaken by how this whole thing is playing out, BYU has to determine what’s more important: Their image or winning. I guess we’re going to find out how much of a missionary tool BYU athletics truly is🤷‍♂️

@BroberDave Praise to the man for sure

Cougar Nation!!! We need a song to sing every game day like this. I think we would knock it out of the park. Ideas??

@Aresos007 @ericjackson

@sper24 @ericjackson I smell bs on being an Open holder but let's say you are. Firstly, I doubt the 670 house is identical. Secondly, how do you not remove the costs involved in selling to an agent? Thirdly, there is no guarantee someone will pay what your inflated value. Conclusion, bs.

Yesterday I spent an hour with Opendoor CEO Kaz Nejatian and President Lucas Matheson at their Toronto office. We discussed AI, tokenization, new partnerships, capital markets, ancillary services, why they’re hiring aggressively, and how a company trying to reinvent homeownership has to think much bigger than a traditional real estate business. More bullish than when I walked in. Full subscriber breakdown later today.

@NoLimitGains Now show their latest google position

Berkshire Hathaway is preparing for something.

@Brownmoose Cross reference with mid term years, could be interesting

$SPX Stock markets have historically suffered significant declines in the first three months following the arrival of a new Fed Chair. S&P 500 3-Month Decline • Jerome Powell: -7% • Janet Yellen: -4% • Ben Bernanke: -2% • Alan Greenspan: -33% • Paul Volcker: -10% • William Miller: -3% • Arthur Burns: -7% • William Martin: -8% • Thomas McCabe: -4% • Marriner Eccles: -8% • Eugene Black: -21% • Eugene Meyer: -32% Average: -12%

@FuzzyPandaShort You and @CulperResearch should collab

New: We are Short T1 Energy (TE) Investors confused T1 as an AI play. It's Not. It is another China Hustle We'll reveal the dirty little secrets of its key IP transfer that hide T1's deep ties to China T1 is FEOCk’ed. Expect major accounting restatements coming soon

@wliang What’s the feeling on $GREE?

The main issues data centers are facing are compute constraints and permits. $GREE has 111.5 MW online and a pathway to 161.5 MW. They also have permits in New York through 2031. The absolute downside is a fire sale where assets are sold at worst case $100M+ (current market cap ~$25M). The upside is a 5-10x re-rating if and when they get the $36.7M debt overhang resolved by October 2026. Genuinely what else am I missing? Given the constraint of the two issues above, I find it hard to believe they don’t find a resolution given their assets.

Soluna $SLNH and Digi Power $DGXX are small cap bitcoin miner / AI power infrastructure developers that’ve captured the markets attention recently given their small profile and development pipeline $GREE Greenridge Generation operates 115MW of power and recently secured approval for another 100MW Valued at a $20M market cap 🤔

@CulperResearch Is this the new @CramerTracker?

NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.

@cmsinvests In a couple of years from now, probably. Money isn’t flowing into the Saas sector for a reason, and that uncertainty around their valuation won’t change while we’re still in the infancy of AI disruption.

NVDIA, ANTHROPIC, AND OPENAI ARE ALL PRAISING SERVICENOW. $NOW CEO Bill McDermott says ServiceNow can become a $1T company by 2030. $NVDA CEO Jensen Huang says it could 100x. THE $NOW RE-RATING WILL BE LEGENDARY.

@Han_Akamatsu Grrr

Think I’ve found my next LEAPS trade. 500 likes and I drop it. 🤝🏻✍🏻

@saltcitysportut Maybe we have a tv deal in place by next year so we can all watch it too…? 🤷‍♂️ one can hope

The Utah Jazz are back baby! Starting lineup: PG George SG Peterson SF Markkanen PF JJJ C Kessler And yes, I really do think Peterson fits better than AJ does.