lu💹🧲

@scottmelker I lost all my BTC and ETH and SOL because of that @$$! Let him rot in jail!!!!

Yes, FTX made some good investments. Yes, they would have been worth tens of billions. Who gives a shit? SBF made those investments with YOUR MONEY and is the reason they were forced to sell in bankruptcy.

Highest monthly MLS sales in Canadian History, March 2021, 65,960 sales. Avg Price $713,878 Avg Closing 60 days 5 yr fixed rates then 1.59-1.99% 5 yr fixed rates now 4.09-4.29% This year will be interesting.

Warnock: What grade would you give the American economy? Warsh: Well, if i gave a student anything other than an A, the dean would summon me because I would've hurt his self-image

Brampton Basement Rents with Investors bleeding negative cash flows. 📉

Carney is bad bad news

@aleabitoreddit love HPS.A

Frontrunning 1.6T/CPO within the broader photonics supercycle is the most compelling investment to me. I have high conviction in that statement. Which is why I'm long the entire supply chain (+1 extra bottlenecK) 1. $SIVE - Their laser revenue scales aggressively with $JBL, $MRVL, Ayar, O-Net. And I do think CPO/1.6T will blow away any conservative analyst projections from how hard $NVDA, $GOOGL, and others have been pushing photonics architectures. Downside risk is multi-sourcing, but there's a reason Jabil chose Sivers. When you compare $MTSI, $LITE, $COHR, Furukawa, and others. There's genuinely not many laser suppliers in the entire world... they're all $10B+, then you have this mini CHIPS act chokepoint trading at <$1B MC. 2. Shunsin (6451) - I don't see how it's possible Foxconn's optical foundry for testing, packaging, and assembly is valued at $1.5B MC less than $LWLG. When they look extremely derisked piggybacking off of Foxconn's photonics volume. $TSM's optical arm VisEra example is ~$5B, but they scale H2 2028 from Gen-3. Foxconn looks to be ramping up just next year. They're just scaling low fwd p/e multiples off of $NVDA CPO supply chain demand in Taiwan and all public indicators point to capacity expansion + extreme demand. 3. Win Semi - They're the foundry for Sivers to scale up DFB laser production. As well as $AVGO, SpaceX supply chains and others. When I do supply chain mapping and Win Semi pops up in every single frontier supply chain I see. There's probably something markets are not pricing in. 4. $MRVL - I find this genuinely compelling as a mini-Broadcomm. Their potential design with with $GOOGL today, helps the case past 2028. But the catalyst I was looking at was $MSFT Maia ramp, which happens H2 2026, and likely keep scaling up exponentially into 2027, 2028, 2029. Celestial acquisition was probably the smartest thing in the world for them. Maybe on next drop or CSP? 5. $HPS.A - Transformers/Switchgears are commodities + boring parts of the DC supply chain. However, when the bottleneck is 2-5 years, and you have backlog increasing 100%+... causing extreme shortages. It's only up 20%+ since my thesis post, but I do see this being de-risked given massive backlog visibility (even though it's inferred, they don't give exact #). I do think markets are missing something, especially with potential gross margin expansion from price hikes if they pull it off.... Again backlog + demand just de-risks this company, and it seems like a high growth compounder post facility expansion last year. There's many others like $NBIS, $JBL, $RPI, $TSEM, $LITE, $ARM, $SOI, $AXTI, $IQE, $ALRIB, Fittech, PCL, and others that I'm very fond of, but just mentioning 5 off the top of my head from today's prices... if I'm creating a new portfolio. Of course, it's good to barbell with other uncorrelated companies to AI supply chains, but these are just 5 I liked.

🇬🇧 UK police just arrested another Christian for PRAYING! His prayers were causing “anxiety” to some people. Meanwhile, street prayers block entire roads? Crickets. What the hell happened to Britain??? Source: @RadioGenoa

Well Well Well. Arctic Mexico is going to Hell

@BenRabidoux Muuuch looower

Ontario home sales just logged the weakest seasonally adjusted quarterly tally since the world locked down in Q2 2020. How much lower can they go?

Imagine being told in 2016 that if you waited a DECADE, you'd be able to buy this Vancouver property for less money. No chance you would've believe it. We're in a different world today

@ShaziGoalie still overpriced! another 30% down to go

GRIMSBY TOO? 👀 This detached home sold for $1.68M in 2022 and just closed at $1.18M. Half a million dollars erased. The reset doesn’t stop at city limits.

INTERNET IN CANADA TO BE REGULATED It's happening. Justin Trudeau's groomsman — Minister Marc Miller — was asked how serious he is about regulating the Internet. Now that the Liberals have a majority government. He says, "VERY SERIOUS." Canada's gonna party like it's 1984!🥳

Oh man, Ron Butler @ronmortgageguy is such a gem. The Liberal Lovefest in on….

HEY MILTON… I SEE YOU 👀 This Milton home sold for $1.765M in 2022. Then it was listed for lease. Then listed for sale. Now it closes under power of sale for $1.125M. $640,000 gone. When owners run out of options… the market makes the final decision.

‼️NEW: Canada’s net outflow of investment exceeded $1 TRILLION since 2015, the most significant capital exodus in modern Canadian history For every dollar invested in Canada from abroad, two dollars exited. Justin Trudeau absolutely DESTROYED this country.

@BenRabidoux @ShaziGoalie My bet has been placed since i sold all 5 of my properties in Feb2023 including my personal residence. There will be a time to flip bull again but its nowhere near. 2028-2030

@lukaazy @ShaziGoalie Place your bets. This is what makes a market

WAIT… WHAT? Just heard a realtor say pre-con demand is “surging” because HST is waived… “Inventory getting tight again.” After the worst new home sales in decades? After buyers vanished for 2 years? That’s not demand. That’s incentives pulling forward the last remaining buyers.

Most cynical. Engineering parliamentary floor-crossing in weeks leading to scheduled by-elections. Attempts by Liberals to legitimize the illegitimate. Remember the names of unelected squatters occupying space in Canada's parliament. Hold them to account. Daily.