Devmer

The investor’s chief problem—and even his worst enemy—is likely to be himself.

[The Value Trader @TheValueTrade]

The dips will be bought.

No reason to panic….

Stick to the plan.

[Devmer @DevmerInvests]

I have a tiny account where I try to do short term swing trades for practice. I bought $ONDS in the 9s and I knew I should of sold at 13. I'm just too bullish

[Devmer @DevmerInvests]

@TedPillows bonds look up on my screen

[Devmer @DevmerInvests]

@dividendology curious if thats trailing or forward

[Devmer @DevmerInvests]

@HolySmokas I dont like this game

[Devmer @DevmerInvests]

@jaiyagill Leave it to a woman

[Devmer @DevmerInvests]

My feed is full of $LMND investors who are simultaneously long term holders of lemonade and also freaking out about short term price action

[Devmer @DevmerInvests]

@CBSTIMOTHY @frenbilt What have you done for canada?

[Devmer @DevmerInvests]

@hthieblot bubble trouble

[peter higgins @john_doe1479]

$ONDS today’s $4.8 mm 3 month contract with the navy is beyond incredible. Why? It is for one balloon. And $4.8 mm for 90 days is $53k per day pricing. So if this mission is extended in perpetuity (sure sounds like it will be) it would be $19.2 mm in revs for one coverage area.

Want some silly math? What if there are 1000 such coverage areas? Meaning 4000 3 month balloon missions. At $19.2 mm per annum that would equate to $19.2 B in annual revs

I know. I know. This is crazy talk. And not my expectation cuz ONDS would be a $1000 stock if so

But don’t forget WV CEO on Q4 call said he sees 1000s of missions per year. He specifically cited Air Force demand for 250 balloons . And golden dome for 100s

Anyway looking more and more like world view by itself will contribute north of $1 B a year in revenues in say 5 years

And world view could be worth over $10 B by itself. Or over $20 bucks a share Plus sentrycs at $2 B ish ($4) plus everything else, plus other amazing massive accretive deals teed up and ready to go

The party is just starting

Soon the market will understand the world view math. When it does, Katy bar the door

I don’t mean to short change any of the other amazing ONDS units by focusing on WV. But WV is one massive market inefficiency staring us in the face

I wonder what the clown who claims horrendous capital raise would think of the WV deal which was enabled by the capital raise he stupidly calls horrendous. Hmmm. Horrendous analysis I say

Buying WV for $150 mm and likely seeing its value skyrocket to $10 B plus is my kind of accretion all day long

[Devmer @DevmerInvests]

@john_doe1479 Wow love the math. Apparently scaling this to even 100s would require a huge supply of helium, and massive building out these 1 time use balloons is not going to be an automated process by the sounds of it. Still seems very bullish to me

[Devmer @DevmerInvests]

@unusual_whales I learned nothing from this post

[👣ℙ𝕖𝕕𝕣𝕠'𝕤 𝕄𝕦𝕤𝕥𝕒𝕔𝕙𝕖🇺🇲 @OfAthenry]

Crazy things are happening in the drone world

[Devmer @DevmerInvests]

@KobeissiLetter Fiat currencies are in a bear market is the funniest thing ive heard in awhile

[Devmer @DevmerInvests]

@PaperBagInvest Is there a reason why it was closed

[Devmer @DevmerInvests]

Had a feelin $ONDS would close green after the -10% morning

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

The price to rent an Nvidia H200 just collapsed from $7/hr to $4/hr in three weeks.

A -40% drop in the cost of the single most strategic asset in tech.

When the underlying commodity that powers your entire thesis loses 40% of its value in a month, that usually means one of two things: supply finally caught up, or demand was never as deep as the headlines said.

Either way, somebody is selling.

So why is the AI trade still pricing in scarcity?

[Devmer @DevmerInvests]

@StableBread Value investing or growth investing?

Value investors probably wont step in until closer to p/b

[Devmer @DevmerInvests]

@StableBread Biggest thing I've noticed the market cares about is future growth, and that's not pretty for ROOT, and looking very bright for LMND

[Devmer @DevmerInvests]

Hard truth: A rate hike might be the ultimate gift.