The Kaizen Man

Trader and Investor. Constant improvment. Everything I share is solely for entertainment purposes and does not constitute advice of any type.

[The Kaizen Man @TheKaizenMan]

@HiddenGemsInves Highest quality? - unsure. But have you looked at $MRLN and $CEPL?

[The Kaizen Man @TheKaizenMan]

Watch this video https://t.co/rCB3rTOq0c (or at least this 6 minute section) and ask yourself if you understand the $CEPL opportunity.
It might be lower in 2 months, but I believe it will be multiples higher in 1-2 years.

[The Kaizen Man @TheKaizenMan]

Greatly hoping that $SPCX drops hard over the next year. I have high conviction that their ~5-10 year future is super bullish.
There's so much value which about to be built by this company, and so much opportunity surrounding it, that it's difficult to process. We're witnessing a historical buildout happening, and I don't see it getting the proper appreciation. SpaceX is about to be the world leader in AI, robotics, autonomous vehicle transportation, space transportation, and communication.

(Tangent - Texas is sitting at the intersection of a number of massive tailwinds- population gain, renewable energy, oil, data centers, SpaceX (and some smaller ones I won't mention). Further, Texas still has more than an abundance of land to host growth, as well as a tax situation to incentivize it.)

I'll proclaim loudly my belief in SpaceX's growth. However, what I need to invest in SpaceX is a greater mismatch between that future and their share price.
Such a drop might come from:
lockup expiries
economic/market drop

I'd love to invest, as I'm a fan, but I can't do it unless the proper situation materializes. If you have any thoughts about what might drive them lower (and what I should be looking for), please share them with me. I'm always open to learning more or changing my mind.

[The Kaizen Man @TheKaizenMan]

@Regor60 @4_frenz @AFpost Hey good correction! I’ll delete my comment, thanks

[The Kaizen Man @TheKaizenMan]

As a power-user of AI, I have various heavy accounts, which means I'm using grokbot. This thing was given the agency of Elon himself. I'm pretty sure if I give it a credit card it's going to send me amazon packages on my birthday....and it's probably going to be stuff I needed.

[The Kaizen Man @TheKaizenMan]

@luigidemeo Hot shower 70ish min before bed.
Extra exercise (non vigorous!) before that.
Glycine chamomile tea before that.

[The Kaizen Man @TheKaizenMan]

@techniahqrobot Have you heard about $MRLN?

[The Kaizen Man @TheKaizenMan]

@aleabitoreddit Check out $CEPL
Healthy
Huge potential
Overlooked/underestimated

[The Kaizen Man @TheKaizenMan]

@elonmusk @elonmusk please put this music in the entry halls

[The Kaizen Man @TheKaizenMan]

I spoke with the wealth manager for an ultra wealthy family, who told me they did some private research and don’t believe these big data centers will actually follow through. Not exactly proof(or even close) but It made me more bullish on capstone.

This aligns with my own view. Seems to me we will have an industry shift toward localization.

Run your own models, ping the frontiers when you need. This means less incentive for the frontier race.
I also think data centers will be 100x easier to install at micro size, because NIMBY won’t apply.

I think this shift is not quite as clear as the inference shift, which was known months ahead, but I do think it’s clear enough to bet on. And CEPL is one way to do so.

[The Kaizen Man @TheKaizenMan]

I want to be a person who confronts his mistakes. And if it’s public, even better, since that will help to kill my ego. I have been wrong on $MRLN. I think I’ll be right eventually, but you’re wrong to the extent you’re early, and my average price is much higher.

I think I wasn’t selective enough. The stock hasn’t merely moved against my good entry-I should have been more patient before getting in with size. Over the last several weeks I have processed and applied this truth to my investing process. My daily time spend has shifted toward studying and networking, destroying most of the pressure/FOMO I’ve long struggled with.

I could also be wrong about $MRLN’s future. Whether or not each idea works, I’m in this game for the long run, and as long as I can actually change from these mistakes, I can keep my head up and continue the journey.

[The Kaizen Man @TheKaizenMan]

@FromValue 4x leveraged on long-term positions...
Getting wiped out is the expected outcome.

[The Kaizen Man @TheKaizenMan]

@TheOneLanceB Consider looking into CEPL and MRLN.

[The Kaizen Man @TheKaizenMan]

@OddStockTrader Intermittent fasting has been good to me, in case you're interested.

[The Kaizen Man @TheKaizenMan]

@TradingComposur I think I’ve need that reminder

[The Kaizen Man @TheKaizenMan]

@Browpeak Been in the name for a while.
I think they will succeed at that effort.
They already have it in the pipeline.
Their turbines are superb at being long lasting and are excellent fits for the space due to the high efficiency after utilizing the waste heat, and the low maintenance.

[The Kaizen Man @TheKaizenMan]

@TradingComposur This is a strange one. You usually post bangers, top tier content. I make a fair bit of my money by reducing uncertainty.
Could you provide some sources or something which prompted this quote/idea?

[The Kaizen Man @TheKaizenMan]

@leevalueroach Thankfully, Elon is a builder, so he's too busy taking humanity to space, creating super-intelligence, revolutionizing transportation.

[The Kaizen Man @TheKaizenMan]

@OddStockTrader Do you buy private companies?