Just found one of the only ways to get exposure to Anduril’s success 👀 Kraken Robotics supplies them with critical underwater batteries and sensors (which are proprietary to Kraken) $KRKNF $PNG.V

Look what I saw out in the wild $MNDY 👀

Courtesy of SPS, it seems management has been eyeing the possibility of a buyout already I still think my proposed $UBER, $DASH or $CART are better homes to $HFG than any of these other companies But what do I know 🤷‍♂️

LinkedIn is such an underrated component of the $MSFT conglomerate: - Dominant market position - Estimated 1B registered accounts, 600M MAUs - Likely has operating margins of 40-50% (similar to $META) And the cherry on top: they've tilted the business towards predictable,

"10T opportunity guys" ... basically the Nvidia of language learning $DUOL

Congrats $AMD bros 😳

It's baffling to see just how far $TTD has fallen in such a short amount of time Be careful with valuation...

I love Spotify as much as anyone But let’s be honest here, most of the gains these past 3 years come from multiple expansion, not real growth This will not continue. $SPOT

Kraken management expects rising geopolitical tensions to result in increased spending over the next 12-36 months Projections support this view, projected to nearly triple by FY 2027 $PNG.V $KRKNF

It’s wild how $TSLA keeps soaring on hype and empty promises while the fundamentals fall apart. Good luck.

$TSM stock now starts with a 3 🤯 I remember when this was a dead stock at $80 with guaranteed China invasion coming soon Congrats bulls!

Ran a screener: - Market Cap > $50B - P/FCF between 15–30 - 3Y Projected FCF Growth > 20% Only 9 results: 1️⃣ Chevron $CVX 22.6% FCF Growth 19.4x P/FCF 2️⃣ Uber $UBER 22.2% FCF Growth 23.6x P/FCF 3️⃣ Newmont $NEM 27.4% FCF Growth 17.9x P/FCF 4️⃣ Dell $DELL 63.4% FCF Growth

Secret $UBER bull thesis: As autonomous grows. Uber can pivot the riders to be a workforce of “labor for hire” on a flexible schedule for a variety of tasks This is a two sided network, Uber is the biggest ride hailing app, and the biggest platform for flexible work

$UBER just closed above $100? 😆

Great investment wisdom as always, yes. But can we take a moment to appreciate just how funny Lynch is? Especially at this age Legend.

Average chat with a $TSLA bull Ignore all things negative and focus on fairytales