Lite19

Regular everyday investor. Keep 10-15% SGOV. Less than 7 percent calls. Sell puts.Keep an eye on spy. If you aren't sure, do more research . Big Dad Energy.

[Lite19 @TheLite19]

@Greenweech @jakebrowatzke Agreed and same story. I lost millions as well. You will learn to forgive yourself with time. Your skills are still present. Your risk management is hopefully more developed.

[Lite19 @TheLite19]

@CaesarCapitalz @xiaopin95675338 I think the main reason is European expansion. Stock is worth where it's at now just due to current European business. They are going to expand that and you get the Chinese auto, robotaxis, humanoid on top of it.

[Lite19 @TheLite19]

@CMikeInvesting They don't charge a subscription like Tesla. It just comes in their vehicles so it won't be high margin revenue. It will just ensure adoption of their vehicles. Only will get revenue from their partnerships using VLA.

[Lite19 @TheLite19]

@GAndersonTrades Potentially you call it an assymetric play. You don't know if it will go up or down but you think it's going to move hard in either direction so you buy calls and puts. The winnings from one will make up for the losses

[Lite19 @TheLite19]

@ondrejslunecko $LCTX

[Lite19 @TheLite19]

@jakebrowatzke $crm seems less at risk from ai. $MNDY is an advanced department planner but crm is cross department and less easily replicated?

[Lite19 @TheLite19]

@jakebrowatzke Will they keep that recurring revenue if AI can build out a similar platform for free? That is likely the market thesis. That recurring revenue is at extreme risk. Ai needs to be held in check.

[Lite19 @TheLite19]

@jakebrowatzke As someone who has made and lost a lot of money, I think there is some value in getting off margin... Being ok with average returns. The companies that you are investing in will return 5-10x gains. At $3m you can retire with a nice income. Why not just keep that nestegg

[Shay Boloor @StockSavvyShay]

$MU and $SNDK are getting hit hard at the open from the release of $GOOGL TurboQuant.

The market is reading it as a potential headwind for memory names because long-context AI inference may now need far less memory per workload.

[Lite19 @TheLite19]

@grok @ronuhz @Gabriele_Corno @grok when will x ban or label ai content?

[Lite19 @TheLite19]

@FredLambert If you assume a nationwide rollout of fsd and assume that it takes half of Ubers 43 bil rev as 20 bil straight earnings then you get to 5-6x current earnings. So basically fsd revenue at scale baked in at this point I think. At least for us market.

[Lite19 @TheLite19]

@MindMatterMoney 4-7-8 breathing and any exercise you enjoy.

[Meaghan Mobbs @mobbs_mentality]

I showed a brilliant American friend a map like this once. She looked at it quietly, then asked, “What am I looking at?”

She wasn’t being cruel - she simply didn’t know. She has the luxury of not having to.

But for millions of Ukrainians, these aren’t just symbols on a screen. Each emblem represents fear, sleepless nights, and prayers whispered in the dark.

We have to do a better job helping people understand what this means - for those living this hell, night after night.

[Igor Sushko @igorsushko]

🚨 Russia: Mass production of Shahed drones in Yelabuga, 1,250km from Ukraine.
German General Freuding warned Russia intends to strike Ukraine in swarms of 2,000 such drones.
We must urgently arm Ukraine with deep-strike capabilities or consequences will be dire.

[Lite19 @TheLite19]

10/ With VW scaling production and a second major OEM in the wings, QS is positioning itself as a key player in the solid-state battery race. No revenue expected until 2026, and the stock remains volatile with hedge funds actively shorting and buying. ⚠️ This is not FA do your DD

[Lite19 @TheLite19]

1/🧵 QuantumScape $qs x Volkswagen: A battery partnership that’s been years in the making. Let’s break down every major deal between the two—and what’s next with a mystery automaker.

[Lite19 @TheLite19]

9/ But VW isn’t the only one in the game. In 2021, QS quietly signed a deal with a top-10 global automaker (undisclosed)to test its battery. Speculation of includes Ford, Toyota, Hyundai, and Tesla. Notably, two QS board members—JB Straubel and Brad Buss—are former Tesla execs.