OB

Accumulator of assets. Build a family and contribute to society. Aggressively pursue STEM degrees at the best schools. Our future depends on you. 🇺🇸

[OB @1NavOB]

People judge you by the content of your character.

[Sawyer Merritt @SawyerMerritt]

FYI for retail investors: If you plan to submit an indication of interest (or COTP) for SpaceX IPO shares, it's a good idea to review your brokerage's IPO flipping policy. I found some of the brokerage policies:

Robinhood:
"You can sell the shares you received through IPO access at any point in time. However, if you sell IPO shares within 30 days of the IPO, it's considered flipping and you may be prevented from participating in IPO access for 60 days. This policy applies to all IPOs offered with IPO access."

More info: https://t.co/i7UoqeW33J

Charles Schwab:
"You are free to sell shares purchased in a public offering at any time, subject to applicable law, market rules, account restrictions, and the terms of the applicable offering. For some public offerings, selling shares within a specified period after allocation may result in restrictions on your ability to participate in future public offerings through Schwab. The applicable restricted period, duration of any participation restriction, and other consequences may vary by offering and will be disclosed through the IPO Site or other offering-related materials, including the applicable registration statement. By placing or affirming a COTP for an offering subject to an anti-flipping policy, you agree to the anti-flipping policy disclosed for that offering." The restriction for a first time flipper is often 6 months, but check directly with Schwab to confirm.

More info: https://t.co/ZInVaBcEhy

Fidelity:
"As with any investment, you are free to sell the securities obtained during an IPO whenever you determine it is appropriate for you. However, if you are allocated shares of SpaceX and you sell within the first 15 calendar days from the start of trading in the secondary market, it will affect your ability to participate in future new issue equity public offerings through Fidelity for a defined period of time. The defined period is as follows:

First Flip – Blocked for 6 months
Second Flip – Blocked for 1 year
Third Flip – Permanently banned by your SSN
The first day clients can sell without being labeled a flipper is the 16th calendar day after the IPO trades."

More info: https://t.co/KuD0F1OIWT

Sofi:
"Members are able to sell securities obtained during an IPO whenever they would like. SoFi does not restrict the sale of securities on the secondary market. However, if a member sells within the first 30 calendar days post-IPO, that member will be limited in their ability to participate in future IPOs through SoFi for a defined period of time as outlined below:

Members who have obtained shares/units of an IPO through SoFi and sell within the first 30 days post-IPO are considered “flippers” and may be prevented from participating in future IPOs for 180 days upon a first violation, 365 days upon a second violation, and permanently in the event of a third violation.

In addition, SoFi may charge a $50 fee for the sales of securities obtained through the IPO process if the sales take place prior to the 120th day of trading. This fee will step down to $5 for each subsequent sale that takes place prior to the first 120 calendar days of trading."

More info: https://t.co/bDBt3DKeuq

E*Trade:
"E*TRADE may flag your account and restrict you from participating in future IPOs for a set period."

More info: https://t.co/x72mRBLG5u

NOTE: There could be special rules in place at your brokerage for the SpaceX IPO, so reach out to them directly to confirm what the IPO policies are.

[The Assembly @InTheAssembly]

Cathie Wood did it again.

She bought $32.8M of $CBRS at $310, one day after the IPO closed at $311.

The stock now trades at $207. Down 33% in 3 weeks.

ARKK is still one of the worst performing funds in the entire market.

[OB @1NavOB]

I requested 200 shares of $SPCX, so I figure that I get allocated 2.

[Hater Report @HaterReport]

Wemby when Mitchell Robinson and KAT playing defense on him

[CMS Invests @cmsinvests]

$GOOGL investors after seeing this

[OB @1NavOB]

Damn $UNH was a steal @ $289

[OB @1NavOB]

Oh my bad. I forgot to mention that I bought into $MU yesterday. Only down from here.
🧸

[OB @1NavOB]

Apple, even though they are severely behind in the AI race, if they implemented an infantile version of AI tomorrow, they would be significantly ahead of OpenAI in terms of adoption.

[OB @1NavOB]

I like ChatGPT, I really do. I have seen the use case for schools and the research field. The thing is, there are several providers that are better, and ALL of the providers NEED to bring you into their ecosystems.

This means that a provider with their own ecosystem has a major advantage. Google and Microsoft have their own ecosystems.

[OB @1NavOB]

@Yared_TheGuy Tough road to get there. Still just you in those rooms. Millionaire. Kids through college.

[Ed Zitron @edzitron]

OpenAI is absolutely cooked. This is loser language. You can’t be four years into the bubble saying “yeah our customers have a huge issue with how expensive our business is.” You just raised $122 billion! You can’t say shit like this!

https://t.co/1uKEEpSS03

[Crypto Tea @Cryptotea]

In 2020 Strategy had $500 million cash and they needed to protect it against inflation

so they bought Bitcoin and now they’re down $11.5 billion

[OB @1NavOB]

$MU looks like it might finally take a breather.

[OB @1NavOB]

Each keystroke is $. Workers are pressured and encouraged to sit-down and spend $. No real business process integration, just forced down their throats.

While Claude is pretty awesome, the best AI implementation will ultimately be Gemini. There is opportunity for ChatGPT with Apple. There is opportunity for Grok with the X ecosystem. There is opportunity for Copilot.

[Business Insider @BusinessInsider]

Sam Altman said AI budgeting has recently become a "huge issue" for some companies, something that "never came up" earlier this year. https://t.co/P2zODBNmDp

[OB @1NavOB]

I have been keeping an eye on $GOOG for an entry. I may have to drop it from the watchlist.

[Polymarket Money @PolymarketMoney]

Cathie Wood’s Ark Invest bought ~268K shares of $GOOGL today

[OB @1NavOB]

@KobeissiLetter damn.

[OB @1NavOB]

Another leg into $RKLB in after hours. Dipped to $110 (and keeps dipping). Next buy zone in the low $90's depending if the correction extends.

[Negligible Capital @negligible_cap]

*BROADCOM SHARES EXTEND DECLINE TO 12% DURING EARNINGS CALL

Hock Tan accidentally started the $AVGO call reading the Q2 2025 prepared remarks.

Rough start. $AVGO down 12% now

[OB @1NavOB]

@SpaceInvestor_D This is like day 3. Running out of money

[OB @1NavOB]

@Kaizen_Investor It won't end for the heavy-hitters. Smaller guys will suffer. DYODD