📢Planning permission received by @CornwallRes at #Redmoor!
3 drill rigs | 22,500m | 44+ holes
Reflects scale of opportunity at Redmoor & our commitment to advancing the project through feasibility as expeditiously as possible.
🔗https://t.co/mjHYY1TIgf
#SML#CriticalMinerals
FIRST I called the sell.
THEN I called the continuation.
NOW we bought the first demand zone.
This is why you LISTEN and FOLLOW.
$SPY +262% off LOW
Bulls must hold the Weekly 8 EMA here.
If they do, the next leg higher begins.
If they don’t, we prepare for the Weekly 21 EMA.
This is HOW you trade a CYCLE.
This how I will help make you MILLIONS.
I was thinking to myself -- why did I have so much conviction early on in names that still had a lot of clearing to do at the time, the likes of $SNDK $MU $LITE $AAOI $SIVE $TSM $NBIS
The main reason comes down to my understanding of where the market is headed.
I'll be transparent here -- I'm not the one to find these names first, but I'll be the one smart enough to know why these are the names you must hold through the market ups and downs.
I've written down some of my thoughts and made my first Substack post. Substack is a great place for me to order my thoughts, and if it can help you, I'm happy.
Going forward, I'll be showing, for each new long, how I've been investing with this simple framework in mind:
+Business Fundamentals
+Upcoming Catalysts
+Macro events about the company
+Technical Analysis
In the coming days, I'll be sharing with you how I go in-depth analyzing each company I invest in, and how I give them a score from the 4 points above that helps me rebalance my portfolio weekly.
I've also mapped out the 12 layers of where I see myself investing in the AI buildout for the foreseeable future -- from the application layer everyone knows, down to the minerals -- with a stronger focus on the interconnect layer where photonics lives.
Go check it out, it's free. I'm new to this format; any feedback is appreciated.
https://t.co/g8pTEo1TgZ
Brent Crude has now DOUBLED since the start of the year.
Prices soaring a further +5% today and up to NEW YTD HIGHS at $124, the highest levels since June 2022. Just waiting to see the latest print now on Dated Brent (spot prices for producers) which will be even higher.
US crude exports have also surged and at new records, above 6 million barrels a day last week.
3 years ago, this was my forecast for CAMECO. Today it's $116. Yes, the position (in our Trend Navigation System) remains open today. Up almost 600% so far. Further HUGE gains in the sector are likely.
My mind is so blown
I have my own personal AI research lab running 24/7/365
I'm just one dude with an entire team of AI agents training models and doing R&D
I think this is the biggest opportunity right now: taking Karpathy's Autoresearch framework and applying it to everything
I have a team of AI agents running experiments all day and night on system prompts, local models, and LoRAs.
I also have them doing R&D on my new project. They spend all day discussing my app, coming up with new ideas, then debating eachother
An entire organization of autonomous agents continuously improving my business 24/7/365
I feel like I have unlimited power
Right now they are all running on ChatGPT 5.4, but today I will move them to local models running on my 3 Mac Studios and DGX Spark so this will all become free
Free, local super intelligence working for me at all times.
10 year old me would think this is a scifi
Do this immediately:
1. Ask your agent about Karpathy's Autoresearch. Deeply understand it
2. Ask your agent how you could apply that framework to other projects you're working on
3. Download a local model. Doesn't matter what computer you have. There is a model you can run on it.
4. Just get used to how it works. Learn from it.
5. Push yourself to get uncomfortable every day and try new things.
There has never been a better/more profitable time to be a tinkerer
🇨🇳 CHINA SHIPMENTS TO U.S. SLIDE SHARPLY IN JANUARY
U.S. container imports fell 6.8% in January from a year earlier, after a tariff-driven surge last year, according to Descartes Systems Group.
Imports from China dropped a sharper 22.7% to 771,093 TEUs, though China still made up one-third of total U.S. imports. Overall volumes remained above historical averages, suggesting steady demand rather than front-loaded buying.
The data highlight the ongoing impact of U.S. trade policy on consumer demand and economic activity.
$SPY / $QQQ
There is a 85% chance that the #SP500 hits $695 by Monday.
There is a 85% chance that the #Nasdaq hits $623 by Monday.
I told my team to roll out to 2/13 Strike $685 to help with theta burn and to position into better greeks via delta, vega and theta.
I have three words. ⬇️