Steve G.L.

My HF boss in the 1990's told me " I'd rather be out wishing I was in...than in, wishing I was out. NFA. DYOR. Current largest longs SIVEF OUST GS

[Steve G.L. @stephengluck]

@kevinxu Alice Walton School of Medicine in Bentonville, AR. partnering with Stanford University and Heartland on "whole health" initiatives. Training Docs differently and she also funded the first rd of Docs tuition for inaugural class if I'm not mistaken.

[Steve G.L. @stephengluck]

@tecumseh97 @buzzberg_ai AA I wasn't saying they have been "smoked" for any length of time - I was just laughing at the couple of sessions following the Blue Origin blow-up where all the reasoning changed from "isolated to $ASTS." I have been trading long $FLY since January.

[Steve G.L. @stephengluck]

@sheslee @Leekandtrades @ChadBoomer @cantonmeow $INTC got their new guy after decades of being unexciting, & then taking a cue from Lisa Su at $AMD. Maybe the new engineering CEO can bring some $AAPL creative leaders forward? I assume at some point as AI moves to the device, AAPL has got to have the right team leading.

[Steve G.L. @stephengluck]

It just last week every Space-centric Fintwit acct was saying that the Blue Origin blow-up was specific to $ASTS. Someone please mention that to $FLY, $RKLB, $SIDU and the rest of the group. I bot more $FLY a few mins ago at $42.97 & already getting pummeled!

[Steve G.L. @stephengluck]

@ChairmansLedger TCL, what thesis has created the 30% short? Do the shorts think it's a roll-up that will soon have a reckoning? That is a gigantic bet against an industry that is in the crosshairs of having the Gov't help sponsor growth. ty for the post!

[Steve G.L. @stephengluck]

@Ren_aramb @aleabitoreddit I hope US brokerages en masse make it easier for individuals to buy S. Korean, Taiwanese, European tech companies. You guys now spend a ton of time identifying names many cannot buy efficiently. Crazy I can buy a broken Chinese IPO ride hailing pink sheet company but not Samsung.

[Steve G.L. @stephengluck]

Wild that in 1999, $INTC was the poster child of top-tier American tech - "Intel Inside". Next came 25 years of floundering and obscurity. Today, INTC is considered the pinnacle of National Security with the gov't taking a 10% stake. Leopold & #situationalawareness had vision.

[Steve G.L. @stephengluck]

@ma7mudinvesting @Fink_Money @usppdd I asked ppdd this 2 days ago & he thoroughly went thru what he thinks Frichtel set up on his 10b5-1 plan - sales as prices are achieved. It is def aggressive selling by the CTO who shd be "in the know" but ppdd settled me down. Other officers not selling at this cadence at all.

[Steve G.L. @stephengluck]

Can someone smart pls post where it's easy or efficient to buy the recent onslaught of foreign companies that so many subscriber accts recommend? $IBKR, $HOOD, who/where? Its def not Fidelity. So many are micro-cap companies from S. Korea, Taiwan, Japan, Europe. #AI #Bottlenecks

[Steve G.L. @stephengluck]

I like them both. Serenity is amazing & Xu until he changed to a $200/mo sub was amazing. But so much undeserved hate towards Xu, who has all his receipts from $35K to $10M. His new all-in Challenge Portfolio is doing just fine. Sold IREN here, sold BOT+ & HLIT is doing fine too.

[Steve G.L. @stephengluck]

@kevinxu @alpha_ai when does https://t.co/mIvZgjVYB1 light up Kevin?

[Steve G.L. @stephengluck]

April and May have provided a "lock-out" rally in so many individual names. The most frustrated group isn't the bears, but rather bulls looking for any pullback to get long. Non-existent so far. $SPX $NDX

[Steve G.L. @stephengluck]

Its rare to read a FinX subscriber account not blathering or tweeting hourly on how many 200% 300% or 500% winners they are responsible for. Furu's mistaking a bonafide uber-bull market for their own genius picks. #space, #photonics, #defensetech, #semis, #aidatacenters #lfg

[Steve G.L. @stephengluck]

@usppdd @JZPF2 @Waymo really well thought out and comprehensive reply. Appreciate you ppdd.

[Steve G.L. @stephengluck]

@usppdd @Waymo can you ping Angus and tell him to have Mark knock it off, lol! All the other C-Suiter's have sold like 1 or 2 times during this same 3 mos stretch. Plus, Frichtel is the CTO of Ouster

[Steve G.L. @stephengluck]

@usppdd @Waymo totally agree with your $OUST px tgt ppdd. it's my #2 position at ~16%. Would like to make it 40%, but I question why CTO Mark Frichtel is selling so often and in size. 13 times in three mos for ~$13M, & filed to sell another $4M on 5/22. No other officer selling at this cadence.

[Steve G.L. @stephengluck]

@ChairmansLedger I'm not steeped in understanding how mgmt allocates and executes - outside of always listening to qrtly ER's and analyst Q&A's. I appreciate the candor and clarity. ty so much for the reply

[Steve G.L. @stephengluck]

@ChairmansLedger You are so right CL. After Serenity became super bullish on $SIVEF, I got lucky in March and bought my initial position on a 1 day break, paying $0.97 Not wanting to wreck my pretty cost basis, I refrained paying $2 & $3 for it. Finally just bot more yest at $4.99. I'm an idiot!