TheUndefinedMystic
@pennycheck
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quantum sensing prof of Jewish mysticism exploiting asymmetric opportunities in the equity + options + betting markets not financial advice
not financial advice
Joined August 2013
Key takeaways from the SGSR report .$FEIM. The U.S. military's heavy reliance on GPS has become a critical vulnerability - modern conflicts like Ukraine demonstrate that GPS denial and electronic warfare can render advanced satellite-guided weapons like Excalibur shells and.
$FEIM.I will keep banging the drum max conviction that quantum sensing is the next big thing, and it's ready. Must read this recently unclassified report.
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With the $151B IDIQ now on the books .Golden dome opportunity should be more in focus. It's a big tailwind for the big primes, but for a select few small caps it creates multi-bag potential -.Big revs increase + narrative. that is where the true alpha lies.
🇺🇸 The United States has officially launched a large-scale missile defense program called SHIELD (Scalable Homeland Innovative Enterprise Layered Defense), with a projected cost of $151 billion. Unofficially dubbed the “Golden Dome” 🫠, the program envisions the creation of a
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Alpha tip #312.As earnings season starts to heat up a subscription to @ConsensusGurus is a must if you value the fast metric by metric breakdown of earnings available anywhere.
We had some great call outs yesterday alone - our earnings recaps were SO quick that you could've sold Intel +2% (now -8%) and bought Deckers flat (now +13%). Next week we'll have recaps for Amazon, Apple, Microsoft, and MANY more @ The small monthly
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These bitcoin accounts with 200K followers are unbelievably clueless about $GLXY . It should be shocking. .
So Galaxy dumped $9 billion dollars worth of Bitcoin over a 1-2 week period and we’re only a few percent from all time highs. Holy shit.
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Have a blessed weekend -. "Reality is a divinely engineered matrix of potentiality. Each event is a quantum test — collapsing infinite possibilities into moments of spiritual actualization" -.Rabbi Aryeh Kaplan.
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151$B IDIQ just hit.interestingly $RDW and $RKLB the specific space names that have seen a pop likely something in the decription that leads to them not sure yet.
The Missile Defense Agency just dropped a draft solicitation for a $151B multi-award IDIQ for a multi-domain missile defense system. (Think Golden Dome architecture.) Primes & startups onboarded to the vehicle will fight for contract $$ on individual task orders.
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👀👀.
Sen. Maggie Hassan told DefenseScoop that she aims to help “lay the groundwork for the next generation of position, navigation, and timing systems that will keep us safe, secure, and free.”
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haha i really hope this @WhalePanda post is causing the weakness in GLXY . its absolute made up fud or simply having no idea of how glxy makes money. .
This is, of course, complete and utter nonsense. In addition to its corporate treasury which holds BTC, ETH, various liquid tokens, and venture investments, Galaxy $GLXY has a market making business. It's been well documented on here that an "ancient whale" sent ~80,000 BTC
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$SKYT. L3 Harris provided a lot of color on their role in golden dome on todays call. They have been working with $SKYT for 6 years and this gives a extremely high likelihood of their role in Golden Dome. This week AI Action plan also points to $SKYT being a massive
Also established a new position in $SKYT today as well. Again - thesis is if DOD wants consumable drones at scale this would be another bricks & mortar sell through. They are the only US-owned pure-play semiconductor foundry with DoD Category 1A Trusted supplier status. For both.
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$EOSE finally broke above that 6.40 level is it time ???.
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did the mkt pick today to realize that in fall the PDT rule goes down to 2K ?.$HOOD.
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