Sleepysol
@Sleepysolcap
Trying not to sleepwalk my ways through the market. Representative of Winkerpack https://www.youtube.com/@sleepysol Substack: https://sleepysol.substack.com
New by me on the sleepystack, 6 month later an update on Trump 2.0 year one. With discussion on inflation, deflation, and the TCJA 2.0. Check it out.
New by me on the sleepystack and sleepytube. What I think the first year of Trump looks like, and why I think the consensus is wrong. Link to stack is in the next X.
Almost every single AI company logo is a butthole. The visual representation is painfully accurate, as their product is an excretion of other people's work. Perfectly good fare goes in, and defecation comes out.
If your short thesis is threatened by someone pointing out 69% of the float are shorted is it really a contrarian position?
software goes down when the rest of tech goes up because its not viewed as great growth names right now. *it also* goes down when the rest of the market (aka value) goes up as its not viewed as great value I hate this sector.
I wrote up some thoughts on why im bullish $ges. This was written prior to the $kss short squeeze. The squeeze doesn't change my longer term view of Guess though
$has just beat the mid point of analysts estimates by almost 100%. I think it might still be a tad undervalued at 10 - 12x NTM EPS.
Gonna book another trip to japan* if we get a few more days like today *in 2028
How has $KSS never squeezed? Short interest up from 9 Million to 55 Million shares. 107 Million shares floating but 38 Million are held by ETFs (who lend the shares), so really 55 Million out of 69 Million non ETF shares. How can you be short and sleep well at night?
How has $KSS never squeezed? Short interest up from 9 Million to 55 Million shares. 107 Million shares floating but 38 Million are held by ETFs (who lend the shares), so really 55 Million out of 69 Million non ETF shares. How can you be short and sleep well at night?
We got room to run boys!!
This is a real headline by WSJ: Why are stocks up? Nobody knows.
Can someone translate this into freedom values?
The famous strongman and "Game of Thrones" actor with his wife. Hafþór Júlíus Björnsson is 206 cm tall and weighs 200 kg, while Kelsey Henson is only 157 cm tall and weighs 49 kg.
i'm going to make the counter point, I think its very bullish that $aapl isn't in the AI race at all. If there is no massive endgame product at the end of this spending rainbow the apple will be the largest company in the world again soon. Being outside the race is stable.
Tom Lee said he thinks Apple $AAPL is going to surprise people with AI
I am a well known hodl'er to my longs way way way longer than I should. Thankfully dodged this -10% draw down in $PM today.
Time to exit $PM its been a fun year with more than 100% returns including a 5.3% dividend yield but its too rich up here.