Realized some gains in a long term hold for the first time in my investing career. Kind of a little milestone for myself. Nothing against $CAKE, however I had nearly doubled my position. I personally see this stock as a $110 stock. Therefore I sold off about 25% of my shares to redeploy into higher conviction holdings. If $CAKE goes higher, and past my price target, I would be more than happy. But I can also sleep well at night if it goes down knowing I took some well deserved gains. I hope everyone’s having fun learning and growing as investors with the fun times in these markets! Keep it up people!
Mangoceuticals, Inc. (NASDAQ: $MGRX) has signed a definitive business combination agreement with Nuclea Energy Inc., a Mississauga-based advanced nuclear company developing the lead-cooled Morpheus microreactor. The deal gives Mangoceuticals shareholders exposure to advanced nuclear as AI and data-center power demand accelerates. ⚛️ Morpheus is a lead-cooled, graphite-moderated microreactor scalable from ~3.5 MWe to 50 MWe 🔒 Inherent safety design: near-atmospheric pressure, passive natural-convection cooling, no water or steam 🔋 Patent-pending annular fuel targets refueling cycles up to 5 years vs the 1.5-year industry standard 🚛 Factory-built and transportable by standard rail and road (~3m³ core module) 🏭 Target markets: data centers, defense installations, remote mining, and off-grid communities 🔄 Nuclea holders receive Exchangeable Shares convertible one-for-one into MGRX common stock 📋 Approved by both boards, subject to a 19.99% Nasdaq Cap pending stockholder and Nasdaq approval Following the initial closing, Mangoceuticals intends to file a Form S-4 with the SEC to seek stockholder approval. The transaction is designed to give Nuclea a Nasdaq listing to advance Morpheus toward first-of-a-kind delivery and commercialization. read more
Ok, so I'm not trying to pump this stock. I only own 50 shares, so I would have to be the most delusional human, if I thought it would amount to anything. I actually bought this by accident, but then I took a look at the company and thought, "What the hell? Why not let $80 ride? I won't lose any sleep over that." But, there's definitely been a shift. The most recent numbers show clear improvement on many fronts and the insider buying has gone from just the CEO gobbling up shares, to four other insiders. Any thoughts, my Blossom compatriots?
• My portfolio is built around a concentrated, aggressive growth strategy. I have a long term horizon. I’m willing to accept volatility as I view it as an opportunity to buy at a cheaper price. My focus is centered around finding companies with durable competitive advantage that still has a large runway of growth. I want to compound my money long term, build future wealth and eventually retire comfortably one day • Strategies I’ll be following: Peter Lynch - Buy what you know, Early innings // Warren Buffett - Competitive moats, holding period // Benjamin Grahams - Intrinsic Value • My portfolio will change accordingly based on better opportunities, competitors taking market share, deteriorating balance sheets etc. $ABTC - Bitcoin infrastructure $HHH - Bill ackmans Capital accumulation $FLUT - Sports Betting & Prediction markets $TRLV - Cannabis Industryread more
Those of you aware of my chunky $RKLB position may be interested to learn where I reallocated the proceeds of my one trim. Half of the answer is $KLAR It shares many of the hallmarks of a future compounder: Huge sales growth, founder led, heavy on the tech, and a hyper-aggressive expansion plan. It is also relatively unprofitable, for the time being. However, the fact is that we're on the hunt for future compounders to try and beat the market. You can't do that unless you seek out the 10X growth stocks before they 10X, which is when the perceived risk is at its highest. We're looking for ugly ducklings that have the potential to turn into portfolio growth beasts. $KLAR fits the bill. It is down heavily since it's IPO, which is understandable since you had 20 years of early employees and investors eager to cash out. With that said, we are now well above all-time lows and it seems like the market is finally waking up to $KLAR's long term potential. It is founder led since 2005, so despite the fact that the risk of credit losses is real, I am confident that management is in this game for the long haul. Recent momentum also shows that Klarna's actual customers (retail partners) continue to put faith in Klarna. I've highlighted a few in the graphic below, but the biggest recent name is Apple, who I doubt would become a partner with Klarna unless they were confident in their ability to persist long term. Another point in favor of Klarna, relative to its competitors, is the geographic diversity of its revenue. It's US business is growing at a breakneck pace, which is awesome, but the company was actually founded in Sweden. It operates across Europe, North America, and several other regions. With all this in mind, remember that you invest at your own risk. One of Klarna's biggest competitors, $SEZL, didn't impress in their recent earnings and was down 33% overnight. If you can't stomach a single day swing that large then you should steer clear as this is a very volatile niche. For me, however, it is a bet that I am willing to take. Let's hope that I can hit another compounding machine similar to $RKLB... If not, you can all laugh at me as I lose money. read more
Bought @372 on Feb 24, and sold @481 on March 4. Bought @368 on Mar 30, and sold @452 on April 15. Today bought @332 after solid Q report with -20% drop, and looking for @500 to sell.
Bbcq has its vote for a merger with Pasqal on the 24 th I just bought 250 shares I believe it could do somthing similar to Gfuz which on my old account that I sadly lost 😭 I called out but lmk what you guys think would love to hear some opinions
Our team has published a research note on Full Circle Lithium. Over the past several months, FCLI has continued to make steady progress across its sales channels, spanning international distribution, fire departments, retail, and industrial end markets. $FCLI 🔍 Read the report here: https://cutt.ly/CypsBA30 📩 Subscribe here: https://cutt.ly/Je64fK2b 📰 Disclosure: Disseminated on Behalf of Full Circle Lithium
Our team has published a research note on iFabric Corp. IFA reported Q2 financials that were mixed compared to our estimates, with revenue of $9.6M (+65% YoY), compared to our estimate of $8.1M. $IFA 🔍 Read the report here: https://cutt.ly/Oya6GyLN 📩 Subscribe here: https://cutt.ly/Je64fK2b 📰 Disclosure: Disseminated on Behalf of iFabric
Our team has published a research note on IEH Corporation. IEHC reported Q1/27 results that far exceeded our expectations, including revenue of $10.0M (+59% YoY) vs. our estimate of $7.8M and EBITDA of $0.9M (9% margin) vs. our estimate of $0.2M. $IEHC 🔍 Read the report here: https://cutt.ly/DyawYZci 📩 Subscribe here: https://cutt.ly/Je64fK2b 📰 Disclosure: Disseminated on Behalf of IEH Corporation
Our team has published a research note on Organto Foods. Organto reported solid Q2 financials, with revenue coming in at $27.7M (+61% YoY) vs. our estimate of $28.9M and EBITDA of $0.4M vs. our estimate of $0.3M. $OGO 🔍 Read the report here: https://cutt.ly/ryaS61YE 📩 Subscribe here: https://cutt.ly/Je64fK2b 📰 Disclosure: Disseminated on Behalf of Organto Foods
Our team has published a research note on Rubicon Organics™. ROMJ reported Q2 results that exceeded our expectations, with revenue of $18.5M (+23% YoY, +35% QoQ) vs. our estimate of $16.8M. Adjusted EBITDA was $1.1M for the quarter vs. our expected $0.2M, and the Company returned to positive net income of $0.4M. $ROMJ 🔍 Read the report here: https://cutt.ly/jyaJC7FQ 📩 Subscribe here: https://cutt.ly/Je64fK2b 📰 Disclosure: Disseminated on Behalf of Rubicon Organics
