@GoldenKnightsFan I could be very wrong, but am in the mindset that at this point trading for $K’s is not worth my time when patiently holding for the $M’s payoff is the true goal.
@WhenInDoubtZoomOut ,
Scotty always used OLED reference of 10 years before any commercial traction. If these jerks finally started charging for the GaN on MST 111 wafers then that would be the same as OLED 10 years before any traction.
Only thing is they had 10 years prior to that working on the material.
Shit took 2 decades to iron out kinks and finally make a couple hundred $k.
When I first bought $AMFN it was a lottery pick with a few $K now it’s become more as I’ve averaged down and added back up. I find myself believing in what is happening, despite resistance. We, most likely, have something very cool here.
$GIS everyone sleeps on this one but walmart is 22% of their revenue
thats not a risk thats a moat, walmart isnt dropping general mills
locked in shelf space at the biggest retailer in the country
pretty defensible when you think about it
$K $TR $LW $HRL
Quantum Computing R&D Spend Q1 2026 vs Q1 2025 (in $K):
$RGTI: $19,957 (+29%)
XNDU: $17,348 (+73%)
$INFQ: $9,951 (+92%)
$QUBT: $6,969 (+133%)
QBTS: $25,793 (+151%)
$IONQ: $125,740 (+215%)
$IONQ dominates in both absolute spend and growth, outinvesting the peer group. It remains a primary contender in the quantum race.
@Stocksgowsyup personally the only one I truly care about low/middle income families defaulting on large loans. It seems that the way it is being mitigated for now is underwater car loans are sold at a loss to dealerships to cut out expenses to take personal paperloss 2-4 $K.
Banks are mitigating defaults by reducing minimum payments while mortgage holder is in long duration joblessness. The government and tech is in a long reduction cycle and it will affect middle class loan defaults pool of mortgages. Next cycle is retail, food, and hospitality which trends the lower and middle lower towards default.
I think the middle income owner willing to just walk away are Airbnb owner-operators.
The worst part of $ABNB is the house is awful for $OPEN business model. In expensive areas w price propped by tourism not owner occupied w2 income. Buyer model will lose for years catching all the falling knives
These indicators aren't collapse events. They are showing dry spells and momentum down.
$GIS $K $NVO $SPY
Watching food companies pivot hard due to GLPs is amazing. However, they are a bit out of touch with consumers. For example, pivoting lucky charms Into whey protein when its target audience has always been children and nostalgic adults is like attempting to sell high end athletic equipment at Toys R US @Stocktwits
What are we doing?
