PulseX is down over 72% from where I exited. I still believe in the long term vision. The buy and burn has been chipping away at the supply the whole time. I will take advantage of my 72%+ discount with a renewed (slow) dca.
THIS SHOULD NOT BE HAPPENING!!
– Tesla at 359x earnings
– Palantir at 230x
– ARM at 217x
Retail investors aren’t buying companies anymore.
They’re buying visions of the future that haven’t materialized yet, at prices that assume they already have.
Here’s why that’s dangerous:
These valuations aren’t built on what these companies earn today.
They’re built on what someone hopes they’ll earn in 2032, if everything goes perfectly, with no competition, no execution mistakes, and no surprises.
Real investing is buying a dollar of earnings for 80 cents. Finding a business with pricing power nobody noticed yet. Something you can measure today, not something you have to imagine.
What retail is doing now is the opposite.
Paying $5 for the chance of earning $1 someday, based on a slide deck from an investor day three years ago.
Ask any of them why they own it.
The answer is always the same.
“AI is going to change everything.”
“Robotaxis are coming.”
“They’ll dominate the next decade.”
Maybe. But the stock priced all of that in a long time ago.
The only way you make money from here is if the next buyer believes the story harder than you do and pays you more for it.
That’s not investing.
If you want to know where WE are allocating capital, make sure you’re following us.
Many people will wish they followed us sooner.
Every investor needs to see this Chart
Because most will say it's "nonsense"
yet it's undeniably the most accurate when it comes to timing every Top & Bottom
and so far Here in 2026, my 'Eclipse Cycle Theory' is still playing out
This isn't "Hopium" — A New Cycle is STARTING.
You've spent 20-30 years building wealth.
Without a few basic documents, the government and probate courts may decide where most of it goes.
Here's what actually happens without a plan - and the 7 things that fix it & protect your family from the worst ↓
From the man in Oman:
This is an incredibly detailed, educational, and forward looking piece on markets and the Middle East.
Ten minute read.
Mega worthwhile.
Silver reacting on a possible 45 year rising support line.
I would be cautious until we get the quarterly close.
$20000 Gold and $800 Silver end game targets of are likely to be found after that.
GOLD at Record Highs, Who Is REALLY Driving It | Michael Howell
@crossbordercap breaks down why #gold is ripping higher, why #China is the real driver behind #liquidity flows, and why #bonds, not risk assets, could be the surprise trade this year.
This cycle is shifting. 👇
Watch Here: https://t.co/lFaBhRhC66