Protein is nice, but have you tried Fable?
Aman@AmanHasNoName_2
If someone can fit 20g protein into a can of Diet Coke without changing the taste and texture , that recipe will make a bigger IPO than Anthropic.
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todd
538 posts
todd retweetledi
Dudes on here down 10% on 100% YTD be like "I need to go on a walk"
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@labubu_trader @AntonLaVay Doesn’t EWY level imply Sk HYNIX/ Samsung should be down more than 20% on Monday?
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@toddkazakov @kevinxu Tap that close position before it gets worse buddy
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NEW ALL IN: $RCAT @ 14.47.
(sorry on mobile only today so thesis gonna be on the shorter side)
They make drones and recently got a bunch of government contracts.
I mainly like the technical setup. Spiked on some good news last week and held up with good volume and potential breakout.
No near term catalysts but with the way this administration has been moving, could see more good news come at any time so it's worth holding for a bit right now.
No real overhang I could find and only good tailwinds.
Everything else just feels too overbought.
Credit to @meetahsen and his $318k all in for the inspo and starting my deep dive x.com/meetahsen/stat…
More thesis and specifics from my @alpha_ai app below.
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As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again.
Now at $70k in $RCAT.
As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells. I may trade on a whims notice.
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This one is going to the moon. Literally.
zerohedge@zerohedge
*SPACEX IPO IS SAID TO DRAW MORE ORDERS THAN SHARES AVAILABLE
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I’m going to make so much money this year it’s actually TERRIFYING!!!
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@babyfolio @danielisdizzy @Disrupventure It’s a little counter intuitive, but my account started growing only when I understood this
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@danielisdizzy @Disrupventure This is not how you invest BTW. Winners keep winning and losers only *might* win
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$NBIS market cap: $70B
$CRWV market cap: $68B
Meanwhile:
• Expected end-2026 revenue run rate
$CRWV: $18-19B
$NBIS: $7-9B
• Backlog
$CRWV: $99.4B
$NBIS: ~$45B
• Expected connected power by end of 2026
$CRWV: ~1.7 GW
$NBIS: 800MW-1GW
Both have deep partnerships with $NVDA.
$NVDA owns:
• 11.5% of $CRWV
• 8.3% of $NBIS
1Y return:
$NBIS: +660%
$CRWV: +5%
There is no reason why $NBIS should trade at a higher market cap than $CRWV today.
Buy the laggard.
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@sakavickas Using the public json API with scrapebadger’s web scraper seems to work?
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We soft launched our Reddit scraper yesterday.
Minutes before sending the launch email to our entire user base, we found out Reddit just pushed an update that breaks our whole API logic. What a timing 🤯
Back to the drawing board. This is the reality of building a scraping product. Platforms change overnight and there's nothing you can do except adapt fast.
Feels good that we didn't press send button too early 😄
We're not stopping. Full version coming shortly.
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Управляващото мнозинство днес без аргументи отхвърли дигитализацията на декларациите за имущество и интереси, които хиляди хора на публични длъжности трябва да подават всяка година. Остават на хартия или в допотопни екселски таблици. И най-вече - със задължение за деклариране на данни, които вече държавата има за теб - собственост на имоти, МПС и др.
Това значи повече ръчна работа, повече чиновници в комисията, повече комуникация тип "забравили сте да декларирате една наследствена ливада", повече бюрокрация.
Ироничното беше, че в следващата точка в дневния ред на комисията се гласува обединяването на Министерство на иновациите и растежа и Министерството на електронното управление.
Български
JUST IN: ROBINHOOD IS ROLLING OUT AGENTIC TRADING
This is huge.
Essentially people will be able to put their trading strategies on autopilot giving them back time to focus on their lives.
Bullish $HOOD
Polymarket@Polymarket
JUST IN: Robinhood is rolling out AI agents that can trade stocks & make credit card purchases on users’ behalf via tools like Claude.
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@babyfolio @TacticzH I played the no risk game for a while. Managed to time the SPY top twice.
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I absolutely agree with your points although I may have framed it wrong, I didn't mean no risk at all.
for 100% there are risks to be taken, but i'll give you examples
I can buy a photonic stock trading at 2000 p/s for a double => high risk
I can buy a memory stock in huge demand and supply crunch trading at forward p.e 5 => slightly lower risk?
This is the point I tried to make, no risk - no returns
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Baby's success story is something else.
I think we can all learn from @babyfolio's approach and thoughts. One does not reach a $6M portfolio by luck.
It takes real conviction and guts.
I do however really disagree with this take.
He says:
''My goal is to double my portfolio by year-end while minimizing risk''.
Firstly, I sure hope he gets there.
But in my opinion this is like the opposite of minimizing risk.
You CANNOT get 100% gains sustainably, without taking a WHOLE lot of risk.
Yes, you can minimize risk, by doing your utmost due diligence, pick the right stocks, but you'd still have to concentrate like crazy to get there.
It's possibly also just an investing style difference we have. I certainly like to diversify a bit more.
Baby on the other hand is not a baby.
He dares to move, move hard.
But calling it minimizing risk is something different.
And I'd certainly not recommend it to beginning investors.
Now, $10M before EOY to prove I'm an idiot.
Let's go.
Babyfolio@babyfolio
Everyone with a portfolio under $100K doesn’t realize how quickly things can compound once you start making the right decisions consistently. A lot of people think going from $100K to $1M is impossible, but surrounding yourself with smart investors, learning from the right people on X, and staying disciplined can completely change your trajectory. My goal is to double my portfolio by year-end while minimizing risk, and after that, the sky’s the limit, the goal post is always moving. So far, my win rate is super high and most companies I chose were home runs. I’m sharing the entire journey here for free (and you’re always welcome to sub if you want). Let’s create some more millionaires here.
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Ok, you should have told me not to buy 0DTEs, guess that counts as a learning experience
todd@toddkazakov
Is this a good time to learn how to trade options or am I late to the party?
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