Drones + next generation defense feel like a strong bet over the next few years. Constant geopolitical tension, DJI ban, AI as a national security issue, Anduril IPO, and accelerating defense modernization all point that way. Few key names: $AVAV $KTOS $ONDS $UMAC $RCAT $MRCY

.Elon Musk on the best way to teach kids:

$SIDU going for round 3? They essentially have a hunting license.

When you pay a great price for an amazing business, the news and storyline often aligns with the uptrend. Trying to wait for a positive catalyst often leads to missing and funny enough bottoms happen on bad news more often than you'd believe anyways. News often simply follows

Leader themes: Space, Semis, Memory, Drones

Elon Musk on why the smartest people drop out of college: "You don't need college to learn. Everything is available basically for free. It is not a question of learning." Elon's approach to education completely rejects traditional models. As he puts it: "There is a value that

$IMSR could get interesting.

Things Markets Taught Me In this post I’m not trying going to try and explain markets in the technical sense. This is an attempt to explain what markets taught me through lived experience and, more broadly, what they revealed to me about life. I got into trading in 2018 out of

Pro-active defense: Over the course of my career I have experienced many different market regimes and have always made adaptations as a byproduct of difficulties, but this time I decided to work on my protection systems well in advance and it's reduced my drawdowns by 66%. This

Bill Ackman on getting through a high-pressure, stressful, and negative period in your life. I come back to this video often.

We need a swan.

Crypto/Metals ETH/SLV BTC/GOLD I think there is a good chance that’s the best trade you will be able to put on this year. It started today imo. Short metals, long Crypto for a rotation of inflation hedge. Tomorrows decision on tariffs will play a role.

U.S. SUPREME COURT DOES NOT ISSUE RULING ON LEGALITY OF TRUMP TARIFFS

Is $SLV following the same blueprint of $GLD in October? 🤔

Silver Some more thoughts. Most traders I talk too and know blew up trying to short this. They started shorting during the Christmas week and lost some on the frontside. They tried to wait for the open but got surprised by the big move lower on the 28th during the

Peak male athleticism 🔥

$IBRX the infinite squeezer

TRUMP: WE HAVE FORMED FRAMEWORK OF A FUTURE DEAL WITH RESPECT TO GREENLAND

Short metals, long crypto?

BREAKING: Initial details on the Trump-Greenland deal have emerged: 1. Involves "small pockets of land" for the US 2. US involved in Greenland's mineral rights 3. Duration of the deal has an "indefinite" timeframe 4. Designed to block Russian influence in Greenland 5. US