Ramessesmyth

Stocks & futures trader. Better spread bettor, former bed wetter. Likes a hike and old movies. Market and movie ideas — not advice.

[Ramessesmyth @RamessesMyth]

@TheRonnieVShow Thanks Ronnie. I was going to check but didn’t think we’d be that low so soon.

[Ramessesmyth @RamessesMyth]

@DougJohnson234 @TheRonnieVShow A 50 touch and bounce and would be reassuring.

[Ramessesmyth @RamessesMyth]

@TedPillows BRK

[Ramessesmyth @RamessesMyth]

@TheRonnieVShow I’ve been building here with SMR, OKLO, XE and UUUU small positions and more aggressively with LEU and CCJ. Been selling into rips with SMR and redistributing but I’d like to see a sector wide breakout on one of these rips. This Independence Day may be the catalyst.

[Ramessesmyth @RamessesMyth]

@pdicarlotrader They will likely have to spend more on data centers now the arms race is on as highlighted today by GOOGs investment in that space. It could drag on the price. It doesn’t have the backing of BRK either.

[Ramessesmyth @RamessesMyth]

@akacate The announcement today regarding GOOGs 80B investment endorses the whole data center theme including nuclear. That’s why they lifted today.

[Ramessesmyth @RamessesMyth]

@akacate Trying to capture all the tiers involved. You could add CEG and BWXT for safety but I think LEU is as safe long term but with more upside. The last 3 are speculative but explosive if they get the tech right

[Ramessesmyth @RamessesMyth]

@CrewkerneGaz @ThePosieParker Is that cave of despair any where near the brown bottom? ( those who know……)

[Ramessesmyth @RamessesMyth]

@TheLongInvest ONDS ZETA HIMS ASTS and LEU

[Ramessesmyth @RamessesMyth]

@Glinner God, it’s like that time in primary school when you’d rather your teacher had caned you than expressed disappointment.
Must work harder on your antisemitism, Graham!

[Ramessesmyth @RamessesMyth]

@WisemanCap It’s good that NVDA holds back and allows the rest to run. If nvda starts running the market gets overbought very quickly. Need to keep that forward PE low.

[Ramessesmyth @RamessesMyth]

@pdicarlotrader Does BMNR and ASST follow Peter?

[Ramessesmyth @RamessesMyth]

@TheLongInvest Nuclear.
Robotics is risky as there is too much competition but they’ll all need chips and chips need power. ☢️

[Ramessesmyth @RamessesMyth]

@Micro2Macr0 Learned my lesson years ago. Stay away from Chinese stocks! They are not worth the risk. No venture under communist rule is. When there’s no respect for the rights of the individual, there is no trust in the system and bad things will follow.

[Ramessesmyth @RamessesMyth]

@FolknHell @BartLockhorst Yes it’s great. Plus Not many villains bring their mother along for the ride.

[Ramessesmyth @RamessesMyth]

@TheLongInvest No one has

[Ramessesmyth @RamessesMyth]

@BartLockhorst @FolknHell On a side note, Karswell is a great villain. Devious for sure but also aware of his own vulnerabilities and not over confident despite his projected appearance. Unusual for villains to be portrayed in such a complex way. Interesting comparison to Mocata in TDRO