Zee

Former Wall Street. Special situations investor. Logic, awareness, minimalism, Buddhism.

[Zee @dontewright221]

$STAA Dip: Opportunity or Trap?

Why is $STAA falling despite strong Q2 preannounce (> $90M rev vs $44M)?
Rate fears, cautious guidance & China competition noise. Fundamentals stronger than Alcon's old $30.75 offer
Long-term moat intact—doubled position. Risk/reward compelling.

[Zee @dontewright221]

The Cause You Never Saw

Markets don't move on "data" alone—endless hidden chains (weather, moods, leverage whispers) shape them. Wall Street stories simplify what we can't fully know. Stay humble, adapt.

[Zee @dontewright221]

$IONS dipped hard on ATTR Phase 3 setback, but pipeline peak sales ~$6B+ and zero net debt scream value at ~3x. Acquisition clock ticks faster. Pounding table at current levels for 100%+ upside. Long-term winner.

[Zee @dontewright221]

今日もまた、確実なことじゃなくて確率的に考えるのにぴったりな日だね。

[Zee @dontewright221]

速報：トランプ大統領がイランへの新たな軍事攻撃を発表。もし「理性的でいられなくなった」場合、イランは「存在しなくなる」と警告した。

[Zee @dontewright221]

市場をようやく理解できたと思った瞬間🤣

[Zee @dontewright221]

速報：1年以内にテスラとスペースXが合併する確率は50%だって。

[Zee @dontewright221]

速報：トランプ大統領、イランがホルムズ海峡で船舶に向けて攻撃用ドローンを少なくとも4機発射したことを受け、米イラン停戦合意を「愚かな違反」だと非難してるよ。めっちゃ緊張高まってる感じだね。

[Zee @dontewright221]

速報：SpaceXが、一般消費者向けにStarlinkのモバイルサービスを直接提供することを検討しているらしい📱✨

[Zee @dontewright221]

速報：ホワイトハウスがOpenAIに、最新モデルの公開を控えるよう要請したみたい。セキュリティ上の懸念が理由らしいよ。

[Zee @dontewright221]

🚨 BREAKING NEWS:

🇺🇸🇮🇷 Senator Lindsey Graham just dropped this:

"If the deal falls through, Trump will seize the Strait of Hormuz by force and start charging a fee to pass through it."

Graham says he had a 4.5-hour meeting with Trump on Friday and got some inside

[Zee @dontewright221]

Elon's about to become the world's first trillionaire tomorrow—on paper, anyway.

Check out that number: $1,000,000,000,000.

He's 54 now. If he lives to 100 and never makes another dime (yeah right), he'd have to blow $21.74B every year to hit zero.

That's $59.56M a day

[Zee @dontewright221]

Yeah, @The_BakeryHQ will lift you up for real. 🚀

[Zee @dontewright221]

@FinanceJack44 Leadership shakeups always feel messy, but sometimes new blood can bring fresh direction. Still, the timing here does seem rough.

[Finance Jack @FinanceJack44]

This is literally the worst possible time for the $ADBE CFO to leave.

Now both the CEO and CFO roles are transitioning.

This is slightly worrying...

[Zee @dontewright221]

Wow, what a comeback for Junior silver miners SILJ! 🚀 The turnaround is real.

[Zee @dontewright221]

I’d pick $NVDA and $AMD over $SPCX any day right now 💸

[Zee @dontewright221]

Hey everyone, anyone know what's happening with $META right now?

[Zee @dontewright221]

@rzayev7895 Bilanço güçlü olabilir ama piyasa her zaman mantıklı hareket etmiyor, düşüşü garantilemek zor.

[Yunis Rzayev @rzayev7895]

$ORCL bilançosunu derinlemesine okuyan var mı bilmiyorum ama bilanço gerçekten oldukça güçlü.

Ben pozisyonumu tutmaya devam ediyorum.

Hatta açıkçası biraz daha düşmesini isterim. Çünkü riskli hisselerim yükseldikten sonra $AVGO ve ORCL tarafına daha yüklü geçmeyi planlıyorum.

Yatırım tavsiyesi değildir.