doheenz

Investing, building, doing

[doheenz @doheenz]

@midwit_capital Great work - absolutely nailed it

[doheenz @doheenz]

@orrdavid

[doheenz @doheenz]

$CLMT one month chart.

This is what structural supply/demand imbalance looks like.

[doheenz @doheenz]

@EpsilonTheory 5x levered ETF’s, coming soon to a market near you! ™️

[doheenz @doheenz]

@QuietProsperity Damn, this hurts me greatly

[doheenz @doheenz]

@insane_analyst Ouch, kudos for atleast showing port size

[doheenz @doheenz]

Large relative volume on $STXS the past two days.
Using the opportunity to initiate a position. I like David F. and how aligned his comp package is with the companies success.

Feels like an inflection point could be upon us as Magic production ramps.

3% position

[doheenz @doheenz]

@j16425646 What's the latest on #3?

[doheenz @doheenz]

@BrianGlennNJ @Zerosumgame33

[doheenz @doheenz]

$CLMT is coiled into 2H and beyond - could get wacky

[doheenz @doheenz]

@Zerosumgame33 I agree

[doheenz @doheenz]

@Zerosumgame33

[doheenz @doheenz]

Feels like the software rotation may be starting
$NOW $CRM $WDAY

[doheenz @doheenz]

@Zerosumgame33 Might be 2x if D4 supply shock continues to materialize

[doheenz @doheenz]

@alex__pitti What’s your view on HROW?

[doheenz @doheenz]

@MultibaggerRsch dawg

[doheenz @doheenz]

@Howlingmerchant My single biggest issue with new builds nowadays.
$70k screened in porch? ✅
$50k dual zone HVAC?✅
$75k master bath upfit?✅
Window budget? bout $3.50

[doheenz @doheenz]

With each year the vision advances

[doheenz @doheenz]

@simonsarris Had a very similar experience a couple years ago.

Routine 15mi drive to work, get out of my car and hear a faint ‘meow’ but don’t think much of it.
End of day go out to my truck to head home, again, hear meowing.
Turns out I was harboring a stowaway.