Drukenmiller 🅰️postle

Investor in $ASTS $SILEX $SIVE $LPK $ASPI $SKBL $WLAC $CEPT $PENG

- Looking for asymmetric investments

[Drukenmiller 🅰️postle @flashbondtrader]

If the $ASTS launch scheduled this month is successful i will buy back the entire position. I dont mind buying back at a higher price if we have more clarity on execution.

[Drukenmiller 🅰️postle @flashbondtrader]

$ASTS was the largest position in my portfolio by far, I decided to sell 60% of the position in order to prevent further losses as I am starting to lose faith in the management. They projected very optimistic launch targets for 2026, we are now in May without a single launch. I am dissapointed, i dont want to hear about projections, i demand execution, otherwise i allocate capital elsewhere. Not married to the stock. I still retain a chunky amount.

[Drukenmiller 🅰️postle @flashbondtrader]

@minenergybiz Something very strange is happening, possibly a sovereign liquidating

[Drukenmiller 🅰️postle @flashbondtrader]

@calvinfroedge I hear you, but do you want to be right or do you want to make money? The two are not the same thing

[Drukenmiller 🅰️postle @flashbondtrader]

@calvinfroedge I wouldnt buy the stock as i think the risk is it could be dead money, but I sold ATM puts, pays a very generous premium.

[Drukenmiller 🅰️postle @flashbondtrader]

@nic_amadio @thealepalombo As someone that lives and works in Zurich, my plan is to perhaps one day retire in Ticino.

[Drukenmiller 🅰️postle @flashbondtrader]

$SHT $SIVE $SILEX
Im up +70% YTD mostly thanks to these swedish stocks.
I feel like i owe something to Sweden now. I may have to visit to spend some of my newly acquired SEK.

[Kris @ NorthernRaven @Makro_trader]

Crazy but it seems they are saying they solved this cooling problem in AI chips.
Exciting stuff if true . First deliveries made #SHT

[Drukenmiller 🅰️postle @flashbondtrader]

@carlosdomingo @andyyy ?

[Drukenmiller 🅰️postle @flashbondtrader]

$CEPT $SECZ

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The SEC is set to release its so-called "innovation exemption" for tokenized stocks which will pave the path for trading digital versions of securities, per Bloomberg.

Details include:

1. In a "surprise move," the SEC is leaning toward allowing the trading of tokenized assets

2. These tokenized assets would be tradeable on decentralized crypto platforms

3. The move could "reshape the landscape of the American stock market"

4. This would also be one of the US' biggest shifts into crypto infrastructure yet

Tokenized assets are rapidly expanding.

[Drukenmiller 🅰️postle @flashbondtrader]

$CEPT $SECZ
https://t.co/qUiTnPZWiN

[Drukenmiller 🅰️postle @flashbondtrader]

Trump bought $PENG

[unusual_whales @unusual_whales]

BREAKING: Trump bought millions in stocks after the Iran war dip.

He also has had unusual large gains.

You can see some of his top gains here, where he has made millions.

Unusual.

[Drukenmiller 🅰️postle @flashbondtrader]

@michaelsikand Not sure why you didnt mention $SKBL

[Drukenmiller 🅰️postle @flashbondtrader]

@PepInvestStocks What are your thoughts on $SILEX?

[⚽️📡 @pennycheck]

Just out on adeia
these rosenblatt chevra going to need to give me a royalty...

[Drukenmiller 🅰️postle @flashbondtrader]

@ElGatoPartners @crux_capital_ $SILEX is $SIVE 2.0 but superior quality

[Drukenmiller 🅰️postle @flashbondtrader]

@stockplaymaker1 $SILEX & $PENG

[Drukenmiller 🅰️postle @flashbondtrader]

$SILEX is the $TSM of microscopic chips. Silex produces chips for the following uses:

*AI infrastructure (including photonics)
*IOT & Edge Computing
*Industrial Automation
*Sensors
*Medical Devices
*Defense & Aerospace
*Smartphones
*Electric Vehicles

As many countries seek to repatriate manufacturing back home in order to secure supply chain sovereignty and reduce dependency on Asia, $SILEX with its foundry production in Sweden is of strategic importance to Europe.

[Drukenmiller 🅰️postle @flashbondtrader]

@MilkArthu I think the extremely small free float and the severe imbalance of large buyers vs limited sellers will push this above 500 kr by the end of next week

[Drukenmiller 🅰️postle @flashbondtrader]

@HyperTechInvest What are your thoughts on Silex Microsystems?

[Drukenmiller 🅰️postle @flashbondtrader]

Bulls make money
Bears make money
Pigs get slaughtered

Stay focused