Greg

Started the $OPEN rally:

[Tobias Carlisle @Greenbackd]

This is one of the most important macro charts for understanding why financial assets have remained strong despite persistent concerns about deficits, debt, and weak household balance sheets.

Because national accounting identities must balance, when one sector (government/households/foreign trade) runs a deficit, another must run a surplus (corporates).

[Greg @gregw134]

@kaiphotojawn I've got warrants on it. Cautiously optimistic. Revenue growth seems to be happening but they really need to turn a profit this year or they'll have to dilute again next year.

[Greg @gregw134]

China banned sulphuric acid exports today. Sulphuric acid is already being squeezed by Hormuz closure. Sulphuric acid is a critical component for semiconductor manufacturing. Taking a look at $ECVT.

[Greg @gregw134]

@kungtjansteman Not really, there's been incremental progress but not enough to write an interesting post about

[Greg @gregw134]

Wrote a deep dive on Xtract One ($XTRAF), a weapons detection company that's taking off.

https://t.co/R0ffO25rwl

[Greg @gregw134]

@kungtjansteman Haven't made any articles on Xtract One since the Fall. Things seem to be going well though, revenue is up 70% year over year and they're pulling off some nice wins in the UK. The raise killed all momentum though for sure.

[Greg @gregw134]

@KrakenStockRes It's definitely cheap. I'm seeing a lot of sass stocks at these kinds of pe's, 5-8. The market clearly doesn't think this business is sticking around.

[Greg @gregw134]

Passed every stock's quarterly filings through Claude and told it to look for dirt. See how bad your stock picks are.

https://t.co/3rWJYHDdRC

[Greg @gregw134]

@matt_levine @MartinShkreli This seems like your kind of thing.

Passed every stock's quarterly filings through Claude and told it to look for dirt.

https://t.co/3rWJYHDdRC

[Kraken Stock Research @KrakenStockRes]

$SPY $QQQ $USO

@gregw134 (the one who started the $OPEN rally on WSB) just created a website to "find out if your stock picks are trash".

I fucking $LOVE it.

https://t.co/YHriDZjspr

[Greg @gregw134]

Value stocks still exist outside the US. Found a health care company trading at 2.4x fcf that should to grow 12% next year.

https://t.co/f7scOGq1MZ

[Greg @gregw134]

@DudesonZach @mdragoferrante Long term yes. Short term there might be some volatility for a couple quarters. They couldn't pass on tariff costs so they might still have some of that inventory to work through. We don't really know.

[Greg @gregw134]

$SWAG interview today https://t.co/HTcjFbtxim

[Greg @gregw134]

@Mr_Derivatives I actually bought a small amount of puts on $wmt last week. I don't care what the story is pe of 40 for 4% projected growth doesn't make sense. IV is really low too.

[Greg @gregw134]

@mdragoferrante I'm glad he used the phrase "tariffs were a hard time" in the past tense

[Greg @gregw134]

@LeoGoldenDoodle It's my biggest position so I haven't been adding more. The news is Stran is doing an investor AMA on Thursday: https://t.co/oiF2myRLPp

[StranPromoSolutions @stranpromosol]

Join Stran & Company (Nasdaq: $SWAG) CEO Andy Shape for a live AMA on Dec 11 at 2pm ET.

Investors can submit questions to [email protected]
or join live via Zoom: https://t.co/i8yFmTrXeN

🎥 Replay on YouTube after the event.

#InvestorRelations #NASDAQ #SWAG #stranandcompany

[Greg @gregw134]

"During oral arguments last Wednesday for a case that will decide the fate of Trump's tariffs, most Supreme Court justices expressed skepticism that the duties were legal."

Good for $SWAG

[StranPromoSolutions @stranpromosol]

Join Stran & Company (Nasdaq: $SWAG) CEO Andy Shape for a live AMA on Dec 11 at 2pm ET.

Investors can submit questions to [email protected]
or join live via Zoom: https://t.co/i8yFmTrXeN

🎥 Replay on YouTube after the event.

#InvestorRelations #NASDAQ #SWAG #stranandcompany

[Greg @gregw134]

@Benzino1936 @Venu_7_ I think I'm a dummy for writing this right before the quarterly report. It's still a great company, growing despite tariffs, but tariffs hit a lot harder than expected in q3 right after the stock had rallied and people clearly sold off. Lesson learned.

[Greg @gregw134]

$SWAG non-AI stock that could grow for decades. Full report here: https://t.co/ItX7yvfhoS

[Greg @gregw134]

@JoeRetail2 Thanks

[Greg @gregw134]

A little disappointing honestly. I was hoping for break-even and they had a 1.3M loss. Not huge but below expectations. Their competitor SGC also had a drop in Q3 due to tariff-related order pull forward, they probably had the same thing happen here. The call is tomorrow, we'll learn then. Margins dropped a bit too. So yeah disappointing but not entirely unexpected. $400k in buy backs so they feel confident in the company, and Q4 is always their best quarter. Looking forward to hearing more detail on the call tomorrow.

[Greg @gregw134]

@mdragoferrante I'm hearing it's only $200 billion in fees collected. The US would just have to borrow $200 billion more to pay it back. That's not a good thing but the US already borrows that much every five weeks so it's not really going to hurt the economy.