BayAreadude

[BayAreadude @BAreadude]

@JonkooTrades Yes. You can have a small allocation if risk averse or completely avoid it if that’s your policy.

[BayAreadude @BAreadude]

@JonkooTrades Patience is required. BRUN (WLAC) was mute before it rallied. Wouldn’t fly like semis immediately.

[BayAreadude @BAreadude]

@JonkooTrades I was looking into STM earlier this week, now that you’re in, I’ve opened a starter position. 🙌

[BayAreadude @BAreadude]

@JonkooTrades Hey Sage,
We’re both in same stocks.

[BayAreadude @BAreadude]

@JonahLupton It was 20% of my portfolio at that time, I made up for it with other investments. But, Reddit is a winner long term. Good luck on your multi bagger investment.

[BayAreadude @BAreadude]

@JonahLupton I made it go up by getting out 😂

[BayAreadude @BAreadude]

$MU bought a starter position in $MU.

[BayAreadude @BAreadude]

@NingiResearch Your research is spot on. You should double or triple your shorts.

[BayAreadude @BAreadude]

@aleabitoreddit @TheRealTP Google doesn’t like suppliers having higher margins in general. So, it won’t last longer unless there isn’t enough supply available.

[BayAreadude @BAreadude]

@JonkooTrades @mkfilko Anyway, Sivers is the savior for both of us. All our trading sins will be wiped clean by 2028.

[BayAreadude @BAreadude]

@therealmattcox4 @mitchdmoore It’s easier to manage 1 million than 10 million. You need complex wealth management strategies.

[BayAreadude @BAreadude]

@mkfilko @UncleAlpha007 Look at CEPT (securitize) another sleeping giant. Barely moved. I missed BRUN since it was sleepy early on but spiked after despac. I expect the same thing happening with CEPT.

BTW, I’d get back in BRUN. Going forward I’d stick with your write up, not the ones you refer 😉!

[BayAreadude @BAreadude]

I realized the potential early on when it was around $12 and got in around 23+ and sold today after market at 36+ after reading the article that you’d mentioned. His article was negative overall and gave the impression that it’s going to mid twenties.

I need to stick to my own conviction I guess.

[BayAreadude @BAreadude]

@mkfilko @michaelsikand @StableBread I was bullish before reading the article and sold it in the after market due to the risks (dilution) mentioned by him.

[BayAreadude @BAreadude]

@BULLOFBRITAIN No buyouts, please. We want several Xs instead of 1X with a buyout.

[BayAreadude @BAreadude]

I think the reality is in the middle. The orders will come slowly and steadily. It’s ultra bull market, so each news bite would take it to higher and higher. Markets are pricing in 4 years of growth within a few weeks time. So, it’s better to be in than out. Execution doesn’t matter in these sort of markets. Hope is all they’re looking for.

[BayAreadude @BAreadude]

@LIWEI_TWCapital @christianoboria You shouldn’t rely on LLMs for new tech or products since they operate only on past data.

[BayAreadude @BAreadude]

@Kaizen_Investor I agree with $SIVE but not for $POET. I had a huge stake and sold off on MRVL cancellation. They missed a great opportunity since Marvel is going to become a trillion dollar company.