Richard Joy Thomas
@richyth999
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The market froth is getting scary. While I do believe in some on my #watchlist like $EOSE, $NBIS & $HOOD - I can no longer bring myself to pull the trigger. These 11 shall be my chosen #Portfolio should the market make or break for now... Next update in 2026 Only.
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When $NVDA started rolling in 2022 I wasn't even in the stock market yet... been waiting for the right semiconductor play. Found $POET today. Could this be the one? #Semiconductors
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Of all the critical minerals play, this one appeals to me the most so far. Copper is in Everything. You seen this yet brother? @johhnyWalkerAZ #copper #trilogymetals
Trilogy Metals is pleased to announce a binding letter of intent with the U.S. Department of War for an investment to advance exploration and development of the Upper Kobuk Mineral Projects in Alaska. Full release: https://t.co/jyV74WIoLb $TMQ #copper #criticalminerals
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You guys already know I am big on Lidar technology. Couldn't help starting a position in this one. In one word, underwater Lidar #KRKNF #KrakenRobotics #anduril
Kraken was honored to meet with Prime Minister @MarkJCarney this week during his visit to @COVE_Ocean. David Shea, Kraken's CTO, discussed how Kraken's technology can be utilized by Canadian defence forces to ensure the safety of our borders and subsea infrastructure.
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U.S. TAKES 10% STAKE IN $TMQ The move secures copper supply vital for grid expansion & the power infra driving the AI build-out.
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$LIDR getting on them lists! About time
COMPANIES SUPPLYING THE CORE HARDWARE & AI SYSTEMS USED DIRECTLY IN HUMANOID ROBOTS • $TSLA is building the robots & training the brains • $NVDA & $AMD run the compute that drives them • $LAZR, $INVZ, $LIDR & $INTC give them the eyes & depth perception to navigate the world
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The Updated October Portfolio for 2025 covers Lidar, Biotech, Rideshare (South-Asia), Evtol's, Energy & Carbon Sequestration, Space, AI, Banking (Latin America), Robotics, Nuclear (UK), Gaming (China)...
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As for $VOO and $GLD - I no longer think it is safe to hold any commodities in its digital form. So while physical Gold maybe a good hedge, GLD can be manipulated. $VOO was a good story when I didn't know why I did this. Today, that time has passed.
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I believe $PRME is a great biotech stock but I am inclined to say $ABCL is going to be even greater. This is a long term hold and I am lucky I got to enter at a good price
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$EOSE is a fantastic technology but I cannot trust it to hold its price during my six month hiatus between stock trades and so for that reason I got out when it crashed post the bad earnings. Although I have been staring at it everyday wondering why I am not in...
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So looking back I know it seems I have changed my mind about them, however you would have still 2x'd your money so if you did follow my stock suggestion there is negative loss even though new paths have emerged
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$IONQ & $OKLO - Believe it or not I got out of them before they announced the rate cuts. Meaning I didn't get any of the recent POP it had with all the news. I do love the idea of quantum but there is no real problem for it to solve. And Oklo literally just started construction
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$ACHR was removed only to fully invest said funds into $JOBY - With their visible success in setting up Vertiports and their test flights across the Middle East, I am almost certain that in the Future they will change the way we see 'flying cars'.
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In reference to my last Portfolio post from July, you will see the following changes: $PDYN was replaced for $RR To be honest Palladyne was meant to be my Robotics play and at the time that was the closest I got; Until $RR whose Adam is literally Big Hero 6
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I know you see everything @elonmusk . Can't you look into putting Lidar into $TSLA when companies like $LIDR now have behind the windshield, cost-effective means to do so? One more layer of safety is not the worst thing!
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#Pfizer #oklo #GovtShutDown Today might be the last chance to get in on $LIDR all graphs have flattened. Now it’s #PUSH time 🔥
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Hate that I relate to this 😅
"I've finally reached - The Wonder Years." Wonder where I parked the car? Wonder where I left my phone? Wonder where my glasses are? Wonder what day it is?
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$LIDR represents a multi-billion-dollar opportunity, with a total addressable market (TAM) totaling $5 billion across all verticals, according to industry researchers. Automotive ADAS alone accounts for $3.6 billion. Find it in $HOOD
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🌍 $LIDR AEye is perfectly positioned for the LiDAR revolution ✅ Automotive ✅ Agriculture ✅ Smart Cities ✅ AR/VR ✅ Industrial: Robotics ✅ Security #LIDR #AEye #SmartCities #AutonomousVehicles #AI
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