Volatility Syndicate @MagicShortBus00
Boston, MA Joined January 2025-
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@AuclairsDad Thankfully got rid of $ONDS and $RDW and big chunks of $VELO last week and the week before lol, now we got room to BTD
@crypto_condom Gonna be buying $DNA tomorrow I’m pretty sure, keepin it small but it doesn’t look bad for a punt. Already have $NTLA $TEM AND $CRSP for biotech longs, and looking at $RXRX
🎯Earnings in 3 week will massively re-rate $BB again as people realize QNX revenue is sustainable, accellerating and sticky.
So doing some napkin math @AuclairsDad the whole MC of $BB is essentially worth only 4x just the QNX backlog value, not including defense contracts… can easily see this at $10B valuation in 2028..
Still think $OKLO $IMSR and others have room to run. Especially $IMSR
The 10c are now ITM, and shares up substantially. Let’s see a push to $15 by end of June $BB
So doing some napkin math @AuclairsDad the whole MC of $BB is essentially worth only 4x just the QNX backlog value, not including defense contracts… can easily see this at $10B valuation in 2028..
@AuclairsDad Robotics, Quantum, and the guardrails for all AI and autonomous features. $PANW $BB $ROBO will go bonkers
@AuclairsDad @1738capital Bro I even averaged up the next week and I’m still up like 35% lmao.. I think under $10 it’s undervalued as it’s a mid $5B valuation.. the TAM for QNX is closer to $50B with the volume we have for robotics and automated machines and robotic taxis too $BB
$IMSR should be rated at least similarly to its peers even if you want a discount applied to it. Give me a $5B valuation to keep it in the same ballpark. Has fast tracked DoE approvals, partnerships with some big hitters, test reactors in progress all across the US. And molten salt reactors don’t have the same fuel bottlenecks as other types. Very asymmetric play on the grid buildout (whatever you feel on AI) $OKLO $SMR $CEG
Didn’t think we’d be almost 35% lower but here we are… space across the board getting hammered. Was everything priced to perfection until the blue origin launch site got obliterated? lol $RDW $VOYG $LUNR
Out of $RDW here in premarket. $10-$27 and hit my base target of $25. Probably goes higher, but made my money and I’m out. Onto the next. Still holding half of my $VELO.
So $ELMT for a new leg of the REE trade? Everyone seems to love it
If you are a China "expert" that is labeling China as the winner from the Shangri-La wording the US used, you should hand in your "expert" card right now and never speak about China again. I can guarantee this weekend accomplished nothing but raising concern in Beijing
@AuclairsDad They are right there with you brother. Playing and annoying themselves right next to their human. Always.
@AuclairsDad Yes bro, $BB is literal edge AI in a way that’s even more edge than what we just thought was edge with the small GPU backpacks and shit 🤣🤣
#BREAKING: California mayor Eileen Wang pleads guilty to secretly acting as a Chinese agent.
HONEYWELL'S QUANTINUUM IPO IS SAID TO BE DOUBLE-DIGIT OVERSUBSCRIBED
The majority of Venezuelans want to drop their currency and officially Dollarize… 🟢Approve - 57% (+28) 🔴Dissaprove - 29% Maduro strongly opposed it. We expanded the American empire essentially overnight.
@AuclairsDad Yes. It is an edge AI play because of this
@adamscrabble They have a genuinely insane TAM in the near future. I think under a $5B MC they are a screaming buy. Has been hot the past few weeks, but 275M vehicles and growing use QNX. Should be over 1 billion with automated machines and robotics coming to market. $BB
@ABTradess Peep $IMSR. Crazy valuation gap among its peers. But I love $OKLO as well
@AlexJonesIA Been buying under $47 for a bit now. I’d love to see a pop back over $70. The data and regulatory moat are definitely real. $TEM
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