Elf on the Mixed Shelf

NFADYOR or you’ll be on the naughty list

[Elf on the Mixed Shelf @Macros4Micros]

@Mike_Taylor1972 @AndrettiIndy Sorry Mike. Try and enjoy your time together.

[Elf on the Mixed Shelf @Macros4Micros]

@Mike_Taylor1972 Hope so. Also Fauci should stand trial for crimes against humanity and lying to Congress. I don’t care about his presidential pardon. Justice!

[Elf on the Mixed Shelf @Macros4Micros]

@kingtutcap Growth plans are ambitious, but at least it helps us model the stock. The question before investors is how much of their growth if they are successful will be funded with that shelf. It is still in place and we just authorized more shares for Stock base compensation.

[Elf on the Mixed Shelf @Macros4Micros]

They have just scratched the surface of their TAM. Don’t be fooled by their claim to service 5/12 largest banks. They have to land new banks but they also have to expand at existing. They do this at a regional and it became one of their top three customers. I see a path to $1 in EPS in 2027. This is a $20-$40 stock if they execute.

[Elf on the Mixed Shelf @Macros4Micros]

@x_times_1 Yes, but you also were smart enough not to get scared out

[Elf on the Mixed Shelf @Macros4Micros]

@OBGInvestments Most expensive the stock has ever been. Insiders are selling and the re-rating has happened. I love management and the IR team, but not the price here. Mo-mo is hard to fight though. I wouldn’t short it. I prefer $DFDV and $BTGO from a margin of safety in a similar sector.

[Elf on the Mixed Shelf @Macros4Micros]

Bull case of $60 on $HUT.

I am such a tool.

[Elf on the Mixed Shelf @Macros4Micros]

As I said in June:
I think the stock could rerate to $30 and bull case is $60.

[Elf on the Mixed Shelf @Macros4Micros]

@pennycheck It was an obviously good r/r

[Elf on the Mixed Shelf @Macros4Micros]

@OBGInvestments @srvc76 So painful, but so cool that many of us who felt that pain are now up 7 figures and retirement is coming sooner than our friends who told us we were crazy!

[Elf on the Mixed Shelf @Macros4Micros]

$HUT now a 10X.

Mad at myself the ATM scared me away.

I’ve had a great year though. Grateful for that.

[Elf on the Mixed Shelf @Macros4Micros]

$HUT now a multi bagger.

[Elf on the Mixed Shelf @Macros4Micros]

@srvc76 @OBGInvestments Remember when the stock traded in fractions of a penny and looked like a dead man’s EKG for months sub $1. Crazy how far we’ve come.

[Elf on the Mixed Shelf @Macros4Micros]

I think I get FOMO when I spend too much time in the airport. Two major delays today and I’m so mad I missed $FTK and $TE. Tax loss harvesting $TE bit me in November last year. I just didn’t find $FTK soon enough. Stock has gotten a little ahead of the very real turnaround.

[Elf on the Mixed Shelf @Macros4Micros]

@x_times_1 @OverkillTrading Is this stable coin launch an inflection for their revs?

[Elf on the Mixed Shelf @Macros4Micros]

@x_times_1 @OverkillTrading Their partner $BTGO has my attention. Love buying IPOs 6 months after the IPO.

[Elf on the Mixed Shelf @Macros4Micros]

@hdcharting How will this impact $BTGO revenues? I need help modeling.

[Elf on the Mixed Shelf @Macros4Micros]

@musaibnmaymun And you probably outperformed 99% of small cap managers

[Elf on the Mixed Shelf @Macros4Micros]

Turns out all you had to do was short $CRMT and buy $EOSE in 2023.

[Elf on the Mixed Shelf @Macros4Micros]

🚨🚨 $CRMT stock is down 25% pre-market on $hit earnings🚨🚨

Hope you made a pile.

[Elf on the Mixed Shelf @Macros4Micros]

@bert_gilfoyle lol at Fisher

[Elf on the Mixed Shelf @Macros4Micros]

Hope some of you got in at a good px. Looks like we have a cup and handle breakout. The giant shelf is still a concern as is my inability to independently verify the tech. I have been warned off $VELO by someone I respect in the business. NFADYOR

[Elf on the Mixed Shelf @Macros4Micros]

I mentioned this ticker to some ppl here at $4 but my DD wasn’t complete when the stock took off. I try not to mention a ticker unless I have conviction and/ or like the entry. A lot to like in $VELO IMHO . NFADYOR