Dry fly
@nycecl76.bsky.social
Amateur. Made the mistake of passing CFA exams and have missed out on every bubble since. fishing guide.
TSLA as bid to safety…is something
December 12, 2025 at 6:01 PM
TSLA as bid to safety…is something
Tsla catching the 420 dereg bid
December 12, 2025 at 3:19 PM
Tsla catching the 420 dereg bid
Can we actually short semis now?!
December 11, 2025 at 11:45 PM
Can we actually short semis now?!
Today I learned that OKLO is the #2 holding of IWN (small cap VALUE). 🤔🧐. Value you say?
December 11, 2025 at 6:47 PM
Today I learned that OKLO is the #2 holding of IWN (small cap VALUE). 🤔🧐. Value you say?
So the big rotation meme trade turns out to be from Opendoor to Nextdoor. OPEN —> NXDR. Lol 😂.
December 11, 2025 at 3:33 PM
So the big rotation meme trade turns out to be from Opendoor to Nextdoor. OPEN —> NXDR. Lol 😂.
PLTR will go back to all times just to f&ck will everybody’s sanity, …and because the dumbest shit just keeps happening.
December 10, 2025 at 7:33 PM
PLTR will go back to all times just to f&ck will everybody’s sanity, …and because the dumbest shit just keeps happening.
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. 🤷♂️.