Seabreeze Partners

[Seabreeze Partners @SeabreezeLP]

The extremely brief shelf life of silicon chips and the massive spending vs lengthy depreciation schedules:

"More Tales From Nvidia: The Pathway to Lower Margins (Issue #208)"

Read this and other commentary now on the blog tab of https://t.co/gP2SkYYMgN

[Seabreeze Partners @SeabreezeLP]

Cheaper as a business model? A race to the bottom.

Read:

"More Tales From Nvidia: ‘It’s Chinatown’ (Issue #209!)"

now on the blog tab of https://t.co/t72WstQ9LJ

[Seabreeze Partners @SeabreezeLP]

"Another Marijuana Moment"
READ this and other commentary on the blog tab of
https://t.co/t72WstQ9LJ
U.S. Congress: Bipartisan Senators Refile SAFE Banking Act to Protect Financial Services for Marijuana Businesses
https://t.co/RbuqtSvlzn

[Seabreeze Partners @SeabreezeLP]

Gonna Fly Now
<Cannabis upside reward>

"Getting Even More Chai"

now on the blog tab of https://t.co/t72WstQ9LJ

[Seabreeze Partners @SeabreezeLP]

Leveraged excess, unwaving optimism, and concentration.

Read:
"An Adverse Market (Structure) Event Is Growing More Likely"

Now on the blog tab of https://t.co/t72WstQ9LJ

[Seabreeze Partners @SeabreezeLP]

The odds of returning profitable investment returns while being net short. Do the math. . . .

"Why I’ve Been Committed to Short-Term Trading in the Indices"

Now on the blog tab of https://t.co/t72WstQ9LJ

[Seabreeze Partners @SeabreezeLP]

Capital intensive stances and AI strategies of stocks like MSFT.

"Why I Sold AMZN, MSFT"

Now on the blog tab of https://t.co/t72WstQ9LJ

[Seabreeze Partners @SeabreezeLP]

Small Float, Big Hype.

"That’s All There Is"

Now on the blog tab of https://t.co/t72WstQ9LJ

[Seabreeze Partners @SeabreezeLP]

"The Iran Deal Is a Tragic Failure"
Reposted from yesterday on the blog tab of https://t.co/t72WstQ9LJ

[Seabreeze Partners @SeabreezeLP]

"What Has Been Achieved Since The Iranian Conflict Started?"

Besides the S&P 7% advance since it began, there is very little if anything that makes sense but for Warren Bufffet's Pavlovian theory back in the dot-com frenzy ("God's Plan").

https://t.co/iUZwSGHoO5

[Seabreeze Partners @SeabreezeLP]

“An IPO is like a negotiated transaction – the seller chooses when to come public – and it’s unlikely to be a time that’s favorable to you.”
- Warren Buffett

"Some Advice on the SpaceX IPO From The Oracle of Omaha"
-- blog tab of https://t.co/t72WstQ9LJ

[Seabreeze Partners @SeabreezeLP]

Why I am staying away . . . .

"SpaceX Tweets of the Day"

now on the blog tab of https://t.co/t72WstQ9LJ

[Seabreeze Partners @SeabreezeLP]

Double-checking thesis with the GOAT. Here is what he said:

"This Is the Business We Have Chosen"

now on the blog tab of https://t.co/2GZ8seYpnd

[Seabreeze Partners @SeabreezeLP]

IS IT ?

"Structural Instability"

Now on the blog tab of https://t.co/2GZ8seYpnd

[Seabreeze Partners @SeabreezeLP]

"It’s Raining Bulls (Hallelujah!)"

now on the blog tab of https://t.co/t72WstQ9LJ

[Seabreeze Partners @SeabreezeLP]

Step right up and get your NVDA cheap[er]

A down day prompts CEO into 'all-is-well' mode.

Read "More Tales From Nvidia: Is NVDA a Business or Stock? (Issue 201!)"

now on the blog tab of https://t.co/t72WstQ9LJ

[Seabreeze Partners @SeabreezeLP]

"Tales From Nvidia: AI Is Now More Expensive Than Human Labor (Issue #200!)"

now on the blog tab of https://t.co/t72WstQ9LJ

[Seabreeze Partners @SeabreezeLP]

ARE YOU LOOKING AT THESE PRICES / MOVES?
"Abby Normal"
now on the blog tab of https://t.co/t72WstQ9LJ

[Seabreeze Partners @SeabreezeLP]

"Cannabis Reaffirmation"
This was from late May, and I’m repeating for emphasis

Now on the blog tab of https://t.co/t72WstQ9LJ

[Seabreeze Partners @SeabreezeLP]

Here come the uplistings - Uplistings will reprice cannabis stocks higher.

"Let’s Get Chai (Again!)" Now on the blog tab of

https://t.co/t72WstQ9LJ