Bori

Entrepreneur, Investor.

[THE SHORT BEAR @TheShortBear]

This constant USA vs China talk.

Truth is both need each other, both have major pressure points for the other side.

Both are better off together.

Yes, key supply chains are being moved back or created in the USA, but this doesn’t mean that trading should stop.

Funny enough it is in the Chinese DNA to understand the need for self sufficiency, it’s how they got in the fight with the Brits to begin with more than a century ago now.

[Bori @borialedo]

$SPXW 👁️

[Bori @borialedo]

ES 👁️

[Bori @borialedo]

$AVGO and OpenAI 🫧

[Bori @borialedo]

LMT – Builds fighter jets, missiles, and defense systems
NOC – Aerospace and defense technology leader
RTX – Produces missiles, engines, and radar systems
GD – Manufactures tanks, submarines, and IT systems
PLTR – AI and data analytics for government and enterprise
NVDA – GPUs powering AI, gaming, and data centers
IBM – Enterprise AI, cloud, and quantum computing
GOOGL – Search, AI, cloud, and global advertising
RGTI – Quantum computing hardware startup
TSLA – Electric vehicles, batteries, and solar energy
QS – Developing solid-state batteries for EVs
ENPH – Solar inverters and home energy systems
NEE – Largest U.S. clean energy utility
FLNC – Grid-scale battery storage and energy management
INTC – U.S. semiconductor design and manufacturing
TSMC – World’s leading semiconductor manufacturer
AMAT – Equipment for semiconductor production
MMM – Industrial materials, adhesives, and safety products

[Bori @borialedo]

@CNBC LMT
NOC
RTX
GD
PLTR
NVDA
IBM
GOOGL
RGTI
TSLA
QS
ENPH
NEE
FLNC
INTC
TSMC
AMAT
MMM

[Bori @borialedo]

@cem_hasoglu 30k in taxes?🧐

[Bori @borialedo]

@Mona_Trades Had this happen to me 5 minutes before market open caught a 5R 🫦

[Bori @borialedo]

@JUSTcatmeme A woman sacrifices her family for her happiness, while a man sacrifices his happiness for his family.

[THE SHORT BEAR @TheShortBear]

Something to think about.

The deadline for the tariff threat released today is November 1st.

We’ve been diligently working towards a trade deal with China.

China’s primary leverage lies in rare earth materials and critical supply chain bottlenecks.

This additional pressure from China on the rare earth side is simply playing into the negotiation process. They’re attacking and taking, with the intention of later making concessions.

The USA is doing the same, taking the form of this threat, and then being able to deescalate.

In my opinion, this isn’t anything truly new. It means that the trade deal is agreed upon in its current form, and both sides want to ensure that it closes as such.

At least that’s what I would expect from negotiations.

This trade is the next medium to major pitch I see.

[Bori @borialedo]

You are aware that Trump didn’t invent deportation right? Every single country has borders ; Russia, China, North Korea, Israel etc. Not having a border would mean you would live in a 3rd world country. Also the United States president with the most deportations is Barack Obama and he is a democrat. So deportations isn’t a “MAGA” thing…

[Bori @borialedo]

@inipakaruko I’ll be back on later ‘ in a few months . Just need some time to myself to figure a couple of things out

[Bori @borialedo]

@dom_lucre @MyronGainesX

[Bori @borialedo]

Anduril Industries is a full-stack defense tech company (software + hardware) and prime contractor on the Army’s next-gen C2 program. Backed by Founders Fund, it recently won a $99.6M prototype award alongside Palantir, Microsoft, Striveworks, and Govini.

Founded in 2017 by Palmer Luckey (creator of Oculus, sold to Facebook), Anduril’s CEO is Brian Schimpf. Founders include Trae Stephens and Matt Grimm, both Palantir alumni. Stephens is a partner at Peter Thiel’s Founders Fund-Thiel also co-founded PayPal and Palantir.

Not public yet.

[Bori @borialedo]

Shield AI is building AI pilots and autonomous systems for aircraft and drones that operate in GPS-denied and contested environments.

Founded in 2015 in San Diego by brothers Brandon and Ryan Tseng, with Brandon Tseng serving as CEO, the company has raised over $240M in Series F funding backed by L3Harris and Hanwha Aerospace. Their main product, V-BAT, is an autonomous drone system used for military and surveillance missions.

Shield AI is quickly becoming one of the most advanced AI defense startups quietly shaping the future of autonomous air combat.

Still private.

[Bori @borialedo]

@lightofkingdoms More like 99%