https://t.co/EFIcCxmSHU

Trade Structure $OSS $OSS came across my feed earlier this week and I took a position in it. But this post is not about fundamental analysis of the company as I believe some other pages have already done some great work. THIS IS A POST ABOUT STRUCTURING TRADES AND CREATING A

BREAKING: France delays this year’s G7 summit to avoid conflict with UFC event planned at the White House on Donald Trump’s birthday.

$ITRG PT: $7 Bear Case 25% FC AT AISC $2,500 & average realized gold price $3,500 = conservative $1,000 profit per oz at 70k oz annual production = $70m cash flow at 5x multiple = $350m valuation + Delamar Gold $3,000 after tax ~$775 million NPV at 0.5x = $400m + Nevada North

One of my Biotech picks for 2026 $ACHV - Bringing Cytisinicline to market a smoking cessation drug - FDA approval expected June 2026 - Will be the first new FDA approved smoking cessation drug in 20 years - Higher efficacy and better safety profile than Chantix - Chantix had

If you have a 40% success rate for trades you should expect a 8-12 trade loss streak as normal variance. What is your personal financial position and how much are you willing to accept as a drawdown if you do suffer an 8-12 trade losing streak? If you are willing to accept a

US GDP growth is strong while inflation remains elevated. Meanwhile Trump is set on implementing a FED chair that will lower rates in spite of these conditions. If the FED does not maintain a balance between growth and inflation then the market will price it for them. This is a

I did a rough model scaling the Stage 1 NPV across the entire deposit and got an after tax NPV(8%) of ~A$300m NPV(15%) of ~A$260m A 5 bagger from here

$WGR.AX Western Gold Resources expected to start production in Q1 2026 at Gold Duke. Gold Duke Stage 1 will mine 686Kt at 2.1g/t producing 42.8koz gold over ~14 months At A$5,500/oz stage 1 will provide a cash surplus of A$97m. Current Market cap is A$54m. You can literally

Loaded up on some $IREN leaps and common stock these past couple weeks. My view is that a lot of people complaining about price action of these high beta names recently need to understand and accept the characteristics of the stock they bought before entering a trade and or size

$ITRG Delamar FS After Tax NPV of $1.7 Billion at spot $4,250 Au $60 Ag Expects average after tax free cash flow of ~$165m/yr from yr 1-5 $390m total start up cost $ITRG currently sitting on $65m net cash Florida Canyon throwing off ~$20m fcf in Q3 should be higher in 2026

My Macro Thesis: Growth: slower than 2024 but still strong, FED revised GDP upwards Inflation: Elevated, rate of change slowing, FED citing 1 time price increases from tariffs expectations for normalization after Q1 26 Liquidity: SOFR still pricing in ~2 cuts in 2026 Curve

with $NVCT breaching its 200-day ma + biotech activity heating up + PH1B data expected in 2026 I am once again here pounding the table for the asymmetric opportunity in $NVCT $NUVL chart shows the potential

You're a human who could listen to this masterpiece whenever you like https://t.co/WYV0iBRNxZ

I am so grateful that my existence in the universe is in the form of a 22 year old human living in a 1st world country in the 21st century (especially existing in hawaii). Which has insulated housing, an abundance of food, cars with sounds, and films. I think this is a great

if $PSNL NeXT Personal is a better MRD option than Signatera and Signatera has $1b+ in sales. Is execution/scaling risks the main reason for the valuation discrepancy? Are the higher costs of WGS a factor as well? Would love to get an opinion for someone who has done more work

Currently Long JPYUSD imo Asymmetric Trade 1. Acts as hedge against previous Carry trade linked equity crashes (July 2024 + April 2025) I see this as one of the biggest risks to equities as US has been benefitting from carry trade flows due to higher interest rates + large

As an entry level employee why not just full port AI companies?? If AI actually takes off you'll be unemployed but at least you'll have some solid cap gains. If AI doesn't take off... hey you have a job

$IREN Thesis Tokens = Revenues COGS = Electricity + Depreciation (GPU + DC) Electricity is cheap at 3.5 c/kwH for its ERCOT sites New GPU models increase token output per MW faster than GPU expense per MW. Physical constraints such as power + cooling required to operate new