Ioannis Ladis
1.6K posts

Ioannis Ladis
@doomdayer
Father, Husband, Attorney, Business Owner, Investor, and avid book reader.
Long Island, New York เข้าร่วม Temmuz 2025
216 กำลังติดตาม222 ผู้ติดตาม


BDC Belden Inc open.substack.com/pub/doomdayer/…
One of the last remaining companies that may be undervalued in the AI Industrial Component Adjacent world. Value Trap or Value?

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@WheelieInvestor Im selling everything, even selling my brokerage account. Its quite a high level.
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@jrouldz Looking yo restart my position in this. Any idea on decent entry? Do i get in it now and DCA or risk a bit more?
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Not related to OP, but for someone who literally always owns up on the misses, dish out a ton of real alpha and amazing ta, has never posted anything negative that i have seen, you catch a lot of snide remarks and flak. Lol. You just keep doing your thing doc. Building takes time and consistency.
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@austinapp1 @doomdayer haha okay all good my brother I am defensive around trolls these days 😂🤝
I track SO many good setups. I trade a lot of them and a let a LOT more of them pass me by. impossible to catch every wave!
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@jrouldz @austinapp1 Hahahah lmao. So true! But hey, they always say, if you dont have haters you have not made it yet.
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@doomdayer @austinapp1 True but also…🤣
Some people just want to try and knock strangers on the internet. it must be an insecurity thing 😅 I cannot personally relate 😂

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@austinapp1 @jrouldz A strong setup does not mean you automatically have to buy into it.
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I am not a fan of the Co CEO/Co-Founders. A lot of their strategies seem to push more towards getting retail to invest than running a great company. Like paying for the Sphere sponsorship in LV.
Aside from that, in 9/2025, they both had discretionary sales of 1m shares and 1m options (these were about to expire). That said, sales were still below the current spot price, and they still own 14m shares. It's not really a huge red flag, other than knowing it happened and that, so far, there have been no new buys from them.
As I said, I do like the company, and I own a good amount of shares.
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@doomdayer @moninvestor What are the governance issues with IREN?
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Still thinking about this exchange between Amit and Jensen Huang last month
Amit:
“Retail investors think software is dead”
Jensen:
“Tell retail investors they’re just absolutely wrong”
Retail investors today:
“Omg software is dead!”
So my question to retail investors who believe software is dead?:
- Do you think Jensen is wrong?
- Or purposely misleading?
- Or you just understand this better than he does? 😂😂😂
amit@amitisinvesting
$NVDA Asked Nvidia CEO Jensen Huang about his thoughts around the market’s reaction to the software selloff: “Please tell these investors that they are just completely wrong. AI is only going to help software companies accelerate the amount of engineering, not replace them.”
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I agree with TJ, i think your conflating the loud minority with the general public. I can name maybe 4-5 people almost immediately on X with seven figures ports. But i honestly only know 1 person that has a seven figure ports in real life (not counting myself where i just made it there and its literally on the edge) and most of my circle is doctors and lawyers.
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@RentYourStocks It “feels” that way bc very few people actually show their portfolios. They are just good at sounding rich and smart lol
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@theragingbullX At 5k having a ballanced portfolio is only ideal if your plan is to keep adding to it from your funds. Anything prior to 50k net liq, i would be looking to go for assymetric wins trying ti mitigate the dangers by extensive and exhaustive research
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@doomdayer @k3plin I did that and it created a card but I still have no access to an agent to use it with
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Anyone know if there is a way to get access to Robinhood Agents immediately?
I haven’t been invited yet but I’ve already started building things that require it
I think many people would find my new tools valuable and useful but I can’t do anything until I get access
I really hope this isn’t like the credit card and banking where it takes months to be accepted. There is no time to waste
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@k3plin I need it for the brokerage, not credit card
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@WheelieInvestor I do, even funded the agentic account, tried playing around with it in claude but kept hitting a wall based on anthropic policy on execution
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