Hypertonx Economics
@Hypertonx
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Happy new all-time highs month for Bancolombia aka Grupo Cibest $CIB to all who celebrate. After the run over the past year, now up to 8x earnings. ;) Colombia was an absolute fire sale in 2022-3, nice to be back in business here.
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If $DUOL shows a forward FCF yield of 7%, adjusting for cash, its probably likely not a bad buy Bought some today
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From a purely speculative, "guess what the nihilists are going to do" perspective-- $BYND is probably a banger Tho, on any normal economic analysis and on any normal timeline - $BRBR, obviously, is superior. Branding sucks but protein doesn't have the "life style associations"
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You almost have to wonder if the entire Trump admin is just long precious metals on margin
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Yea, gold and silver aren't going to collapse ๐ It's weird being bullish on the metals Let's be clear tho - many of these miners are not yet really reflecting current metals prices
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This is basically what is going on, for anyone following the whole anthropic claude code situation
I have a slightly different take on the Anthropic situation......... People are abusing Claude Max plans and running them automated (Ralph Wiggum etc) That's NOT what these ((very, very generous)) plans were for and it says so in the TOS. Adjusted some of my own projects but
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I have a slightly different take on the Anthropic situation......... People are abusing Claude Max plans and running them automated (Ralph Wiggum etc) That's NOT what these ((very, very generous)) plans were for and it says so in the TOS. Adjusted some of my own projects but
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People are so late here.. and now there is a problem with claude code's superiority As Claude itself gets better, the less the harness matters Hate to say it but everyone caught on to Claude Code right when its dominance just isn't going to matter as much
Claude Code team is not going to stop until they wipe out every single software engineer from the world.
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One risk, in my mind, to $CELH was essentially a perceptual risk, more so than a true economic risk You see, Alani Nu really started to accelerate in the scanner in Q4 2024, which we were starting to lap when everyone started to panic As usual, I had my own expectations about
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๐๐จ๐ฆ๐ง ๐๐ก: $CELH ๐ข ๐ก๐ฒ๐ฒ๐ฑ๐ต๐ฎ๐บโ๐ ๐ง๐ผ๐ฝ ๐๐ฒ๐๐ฒ๐ฟ๐ฎ๐ด๐ฒ ๐ฃ๐ถ๐ฐ๐ธ ๐ณ๐ผ๐ฟ ๐ฎ๐ฌ๐ฎ๐ฒ PT $70 Needham cites energy drink strength, improving Alani trends, and shelf-space gains as CELH emerges as a strong #3 player. Valuation reset + reasonable expectations set up another
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$CELH - scanner data shows an re-acceleration for Alani WAKE ME UP WHEN WE HIT ATH
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Too early to post 2026 YTD? Because mine is 5% ๐ $CELH
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65.03% per Interactive brokers, across three accounts Good luck in 2026!
101.83% per Interactive Brokers Good luck in 2025 everyone!
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JUST IN ๐จ: Silver forms a God Candle on the monthly chart as it soars to $78 for the first time in history ๐๐
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This is the search criteria ๐ฏ๐ฏ
The thing about the really massive ore deposits like Pebble is that everybody already knows that they're there, and it becomes more of an environmental question whether it ever actually happens. What you want are the smaller but considerable plays with good economics that are
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$ZIM Truly a beautiful press release - almost couldnโt believe it Added in ah I am enjoying Eli Glickmanโs comeuppance, thatโs for sure. He really thought he might succeedโฆ the board being against him is just so damn beautiful
โ ๏ธโ ๏ธ Big $ZIM update ! Multiple offers confirmed
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