Dry fly
@nycecl76.bsky.social
Amateur. Made the mistake of passing CFA exams and have missed out on every bubble since. fishing guide.
Actually quite surprised that the MS “hold” sell side actually put a dent in TSLA today. Maybe the other side of the house finally got hedged out on all their loans to elon.
December 8, 2025 at 4:42 PM
Actually quite surprised that the MS “hold” sell side actually put a dent in TSLA today. Maybe the other side of the house finally got hedged out on all their loans to elon.
Used car seller…meme’d into the SP500….will the used car salesmen Garcias get last laugh
December 8, 2025 at 4:10 PM
Used car seller…meme’d into the SP500….will the used car salesmen Garcias get last laugh
SNOW investors are paying 20x sales for a company with operating margins of negative 30%. Thats right folks selling $1 of services for .70cents.
Share based comp is 200% of ltm operating cash flow. Balance sheet equity has been halved in a year. 88bn mkt cap GTFOH
Share based comp is 200% of ltm operating cash flow. Balance sheet equity has been halved in a year. 88bn mkt cap GTFOH
December 3, 2025 at 11:11 PM
SNOW investors are paying 20x sales for a company with operating margins of negative 30%. Thats right folks selling $1 of services for .70cents.
Share based comp is 200% of ltm operating cash flow. Balance sheet equity has been halved in a year. 88bn mkt cap GTFOH
Share based comp is 200% of ltm operating cash flow. Balance sheet equity has been halved in a year. 88bn mkt cap GTFOH
No Shitco left behind.
December 3, 2025 at 7:37 PM
No Shitco left behind.
CVNA is …something else man. Up almost 40% in the last month, I guess the initial catalyst was a wedbush (cough) upgrade.
December 3, 2025 at 4:35 PM
CVNA is …something else man. Up almost 40% in the last month, I guess the initial catalyst was a wedbush (cough) upgrade.
CRWD investors are currently paying 28x trailing revenue for a company that loses money at the Operating line every quarter.🤷♂️. 75% of OCF is share based comp🤷♂️. 130bn mkt cap. Gtfoh
December 2, 2025 at 10:32 PM
CRWD investors are currently paying 28x trailing revenue for a company that loses money at the Operating line every quarter.🤷♂️. 75% of OCF is share based comp🤷♂️. 130bn mkt cap. Gtfoh
ABTC lol. Donnie and Eric musta unloaded
December 2, 2025 at 2:36 PM
ABTC lol. Donnie and Eric musta unloaded
Even with todays massive move…ANF trades at single digits PE ratio.
(There are cheap stocks out there)
(There are cheap stocks out there)
November 25, 2025 at 11:15 PM
Even with todays massive move…ANF trades at single digits PE ratio.
(There are cheap stocks out there)
(There are cheap stocks out there)
Serious question for people smarter; why are the memory chip guys getting corn holed way deeper than the other semis?
November 21, 2025 at 3:38 PM
Serious question for people smarter; why are the memory chip guys getting corn holed way deeper than the other semis?
So why are memory stocks getting cornholed?
(MU now trading 12x forward earnings.)
(MU now trading 12x forward earnings.)
November 20, 2025 at 8:45 PM
So why are memory stocks getting cornholed?
(MU now trading 12x forward earnings.)
(MU now trading 12x forward earnings.)
The nvda sympathy “buy everything” after hours bid. Ha. Oklo pltr
November 19, 2025 at 10:26 PM
The nvda sympathy “buy everything” after hours bid. Ha. Oklo pltr
Lol. Ok we can all relax, OPEN, OKLO RGTI green. Ya know, flight to quality in times of uncertainty
November 14, 2025 at 2:49 PM
Lol. Ok we can all relax, OPEN, OKLO RGTI green. Ya know, flight to quality in times of uncertainty
XLV taking the 1m and QTD returns crown….smells of defense que no
November 13, 2025 at 5:43 PM
XLV taking the 1m and QTD returns crown….smells of defense que no
It brings me joy to see BLSH almost complete the round trip back to ipo price. Lets hope CRCL does the same.
November 11, 2025 at 11:49 PM
It brings me joy to see BLSH almost complete the round trip back to ipo price. Lets hope CRCL does the same.
Today I learned RIVN is up 35% in a week. Ha!
November 11, 2025 at 11:44 PM
Today I learned RIVN is up 35% in a week. Ha!
The CRML chart is something to behold.
November 11, 2025 at 11:43 PM
The CRML chart is something to behold.
It’s OKLO “earnings day”!
(Prediction; still no revenue).
(Prediction; still no revenue).
November 11, 2025 at 3:19 PM
It’s OKLO “earnings day”!
(Prediction; still no revenue).
(Prediction; still no revenue).
PLUG with 177mm revenue and (-350mm) EBIT. Yep, like -200% operating margin loss. 🤷♂️.
November 10, 2025 at 11:49 PM
PLUG with 177mm revenue and (-350mm) EBIT. Yep, like -200% operating margin loss. 🤷♂️.
Gold…let’s see if it is saying something…or if it’s just caught up in today’s memery…story unfolding.
November 10, 2025 at 6:18 PM
Gold…let’s see if it is saying something…or if it’s just caught up in today’s memery…story unfolding.
Its PLUG earnings day! The longest running contest on who can have the deepest losses quarter after quarter and still somehow attract public capital.
November 10, 2025 at 3:14 PM
Its PLUG earnings day! The longest running contest on who can have the deepest losses quarter after quarter and still somehow attract public capital.
Yes, the efficient market has wisely discerned that PLTR (+7%) and OPEN (+14%) are two of the greatest beneficiaries of ending the shutdown 🤷♂️🤦. Gtfoh
November 10, 2025 at 3:11 PM
Yes, the efficient market has wisely discerned that PLTR (+7%) and OPEN (+14%) are two of the greatest beneficiaries of ending the shutdown 🤷♂️🤦. Gtfoh
MU CEO sold $32mm in shares sept and oct. The company reported a stellar q4 and year end, just smashing it, stock is on a tear, projected another great year ahead, and fairly priced. However, a sobering reminder is a quick look back; in 2023 MU sales fell 50%! Why; china bans🤔
November 8, 2025 at 3:53 PM
MU CEO sold $32mm in shares sept and oct. The company reported a stellar q4 and year end, just smashing it, stock is on a tear, projected another great year ahead, and fairly priced. However, a sobering reminder is a quick look back; in 2023 MU sales fell 50%! Why; china bans🤔
25% of the shareholders voted against the trillion$ package…maybe some of them start to sell?
November 7, 2025 at 11:44 PM
25% of the shareholders voted against the trillion$ package…maybe some of them start to sell?
DDOG doing the meme craze era to now massive double top
November 7, 2025 at 11:01 PM
DDOG doing the meme craze era to now massive double top