Henry

Ama-tour

[Henry @optionsHENRY]

Pinned. Best tweet ever.

[Ian Cassel @iancassel]

When you get a 10-Bagger

[Henry @optionsHENRY]

@RampCapitalLLC @NostalgiaFolder 3 is definitely within the realm of possibility

[Henry @optionsHENRY]

@AuclairsDad Budget is theoretically there, but it could come at great expense of others. Programs that are already getting the squeeze. But it’s all a black box, who can say I suppose.

[Henry @optionsHENRY]

@AuclairsDad Is it feasible for them to actually do this though? Where’s that $$ going to come from?

[Henry @optionsHENRY]

@RampCapitalLLC @TheCineprism Maybe your worst take, ever. Specifically S1.

[Henry @optionsHENRY]

@AuclairsDad Not PLTR related, but whoever can figure out how to combat fiber optic drones is going to cash in big time. No solution atm

[Henry @optionsHENRY]

@RampCapitalLLC What about web3

[Henry @optionsHENRY]

@AuclairCapital Oh nice, wasn’t familiar with those.

[Henry @optionsHENRY]

@AuclairCapital I’m curious how they would actually deploy something like this. Any AAA can get cooked by air defense pretty quick out there.

[Henry @optionsHENRY]

@AuclairCapital Bro that’s some serious meat

[Henry @optionsHENRY]

@AuclairCapital It’s interesting. Mag 7 doesn’t care about short term costs because it’s an arms race. The degree to which each company increases productivity from their capex or just ROIC is going to be fun to watch. PLTR is the only ones doing it atm.

[Henry @optionsHENRY]

@algoflows Leverage

[Henry @optionsHENRY]

@AuclairCapital This premium has been around for quite some time. Curious, what will lead to it disappearing now?

[Henry @optionsHENRY]

@AuclairCapital All good thx tho

[Henry @optionsHENRY]

@AuclairCapital Are you into record players? I was looking to get my friend one, but there seems to be a range and I wasn’t sure what’s best value vs. price

[Henry @optionsHENRY]

@RihardJarc Cc @AuclairCapital

[Henry @optionsHENRY]

@AuclairCapital Why amd>nvda?

[Henry @optionsHENRY]

@AuclairCapital 🔥 let me know!

[Henry @optionsHENRY]

@AuclairCapital Ah damn. I haven’t tried anything from there. That’s a stinker on it. Apparently they “had the best look at the met gala”. But all that doesn’t matter if they don’t have a good product.

They got nuked after cautioning earnings guidance b/c tariffs. Reaffirmed rev tho.

[Henry @optionsHENRY]

@AuclairCapital I’m being told by sources (my gf) that $gap is next. She was on $anf in 2022. Much bigger company, so will be harder to move but put a pin in it for now.

[Henry @optionsHENRY]

@AuclairCapital @TheStudyofWar I feel like this is a fair assessment.