JakeMillerCFA

CFA, dissecting U.S. tech stocks. Sharing market insights 📊 12+ yrs exp $TLRY $MAAS

[JakeMillerCFA @JakeMillertwoc]

$TLRY they beat earnings and now marijuana is about to be reclassified - could easily see $20
Right now you can walk into any TX convenience store and buy THC + CBD drinks for sale NOW! wow the sky is the limit here.

[JakeMillerCFA @JakeMillertwoc]

$MU guidance is fantastic. Short cyclical thesis is dead, long-term memory shortage is in hohoho

[JakeMillerCFA @JakeMillertwoc]

$MAAS technical snapshot:
Strong uptrend ✅
High volume breakout ✅
Higher highs & lows ✅
Momentum strong ✅
Next major target $30. Chart looks primed.

[JakeMillerCFA @JakeMillertwoc]

$MAAS holders, today’s action was clean. From base to breakout to strong uptrend — everything lining up. $30 isn’t hopium, it’s drawn right on the chart. Keep holding.

[JakeMillerCFA @JakeMillertwoc]

$MAAS holders, today’s action was clean. From base to breakout to strong uptrend — everything lining up. $30 isn’t hopium, it’s drawn right on the chart. Keep holding.

[JakeMillerCFA @JakeMillertwoc]

$ASTS $KEEL
Hello $ASTS family, my $KEEL investment has reached 100% gains as of this morning. Thinking about selling my $30k KEEL position to up my 950 share $ASTS position. Thoughts?

[JakeMillerCFA @JakeMillertwoc]

$SPCX Re-usable rockets, Datacenters in space and meter mining motherfckers!!! Who can beat that? Only Elon dared, only Elon reaps the benefits

[JakeMillerCFA @JakeMillertwoc]

$SPCX

[JakeMillerCFA @JakeMillertwoc]

$MU got 35K liquid ready to go for a dip. $1K by next week. Book it.
I’m right more than I’m wrong!

[JakeMillerCFA @JakeMillertwoc]

Position sizing matters — manage risk accordingly.—— Van K. Tharp

[JakeMillerCFA @JakeMillertwoc]

Position sizing matters — manage risk accordingly.—— Van K. Tharp

[JakeMillerCFA @JakeMillertwoc]

To my followers who trusted my previous TLRY calls: I’m sorry. Blind optimism helps no one. $TLRY faces persistent execution risks, margin compression, and a hostile regulatory/tax environment. I now see significantly more downside than upside.

[JakeMillerCFA @JakeMillertwoc]

After months of being overly bullish on $TLRY, I need to come clean. I let my position and excitement cloud my judgment. The "unbeatable setup" I talked about? It’s not executing — it’s stalling.
I was wrong.

[JakeMillerCFA @JakeMillertwoc]

At current prices, $TLRY is not cheap — it’s a value trap in a structurally challenged industry. I was wrong on the valuation.

[JakeMillerCFA @JakeMillertwoc]

$TLRY My old $16 fair value model was based on overly optimistic margins and multiple expansion that clearly isn’t happening. Gross margins are under pressure, debt remains elevated, and dilution risk is real.

[JakeMillerCFA @JakeMillertwoc]

At current prices, $TLRY is not cheap — it’s a value trap in a structurally challenged industry. I was wrong on the valuation.

[JakeMillerCFA @JakeMillertwoc]

$TLRY My old $16 fair value model was based on overly optimistic margins and multiple expansion that clearly isn’t happening. Gross margins are under pressure, debt remains elevated, and dilution risk is real.

[JakeMillerCFA @JakeMillertwoc]

@OblivionWizz $TLRY never stood a chance once US firms get back in the game. That monopoly window was only ever there because US players were locked out.

[JakeMillerCFA @JakeMillertwoc]

After months of being overly bullish on $TLRY, I need to come clean. I let my position and excitement cloud my judgment. The "unbeatable setup" I talked about? It’s not executing — it’s stalling.
I was wrong.

[JakeMillerCFA @JakeMillertwoc]

@jarruda35 Totally agree, this whole thing’s such a bloated mess

[JakeMillerCFA @JakeMillertwoc]

@Mr_Calderon93 Stop loss in time

[JakeMillerCFA @JakeMillertwoc]

@trutta_salmo19 I was wrong, I'm very sorry.

[JakeMillerCFA @JakeMillertwoc]

@danreaven ok