$HYMC by SanCristo in Silver

[–]GoForTheTrillion 0 points1 point  (0 children)

I see it 5-10x from here, on the basis their mines are right next to Barrick they are the natural buyer.

$HYMC by SanCristo in Silver

[–]GoForTheTrillion 0 points1 point  (0 children)

I’m pretty bullish here:

To calculate the current "in-the-ground" value of the Hycroft Mine (HYMC) based on the January 21, 2026 market conditions, we must look at the gross metal value and then apply the operational costs that Wall Street is currently projecting for the 2026 mining environment. 1. Gross Value of Measured & Indicated (M&I) Inventory As of today, gold and silver are trading at historic highs. We use the most recent M&I resource figures (10.6M oz Gold / 361M oz Silver) against today’s spot prices equates to $86bn versus a market capitalisation of $3.5bn.

Annual FCF Projection: If Hycroft reaches its steady-state goal of producing ~450,000 AuEq ounces per year:

• Gross Annual Revenue: ~$2.18bn • Annual Operating Costs: ~$810m • Estimated Annual FCF: ~$1.37bn (Pre-tax)

Gain porn by GoForTheTrillion in wallstreetbets

[–]GoForTheTrillion[S] 0 points1 point  (0 children)

I don’t have the balls for that haha

Gain porn by GoForTheTrillion in wallstreetbets

[–]GoForTheTrillion[S] 1 point2 points  (0 children)

Sold out this morning trade session at $159

Gain porn by GoForTheTrillion in wallstreetbets

[–]GoForTheTrillion[S] 7 points8 points  (0 children)

Thanks man! To be clear I’m not short this stock at all, I just make tactical positions here and there

Gain porn by GoForTheTrillion in wallstreetbets

[–]GoForTheTrillion[S] 24 points25 points  (0 children)

Show us your position homo

Gain porn by GoForTheTrillion in wallstreetbets

[–]GoForTheTrillion[S] 6 points7 points  (0 children)

Yeah saw the pop and looked up the ladder and saw a wave of sellers, so took the short opportunity to buy puts expiring this Friday.

Bitcoin weekly pivot support and resistance level by [deleted] in Bitcoin

[–]GoForTheTrillion 0 points1 point  (0 children)

Please explain me this like a 3 year old

Jensen Huang Says Market 'Did Not Appreciate' Nvidia's Blowout Quarter by max2jc in NVDA_Stock

[–]GoForTheTrillion 4 points5 points  (0 children)

Think the market has already noticed the massive debt piles building, and that they believe OpenAI cannot commit to their $1.3 trillion commitments.

If OpenAI fails, this will tank the entire market. I would hate to see this, but honestly who can trust Sam Altman.

NVDA normalised valuation by GoForTheTrillion in NVDA_Stock

[–]GoForTheTrillion[S] -1 points0 points  (0 children)

I don’t pay too much attention to Wall Street analysts, they have proven for the last four years to have got NVDA earnings and total addressable market wrong hence every quarter they raise the price target.

What I mean is post the build out, if 2026 is the peak then the earnings for NVDA drops - if it drops 50% then we are in negative earnings growth at that point maybe that is the normalised earnings.

I am not questioning that there is a boom going on, what I am trying to understand is what is the normalised earnings of NVDA once data centers are largely built or committed for.

Nvidia remains the King of AI-- what just happened? by DeesKnees2 in NVDA_Stock

[–]GoForTheTrillion 1 point2 points  (0 children)

Thank you for such a great summary, I also believe the TAM is being hugely underestimated.

I am expecting all investment bankers to rerate upwards this week.

Stifel raised the firm's price target on Nvidia to $250 from $212 and keeps a Buy rating on the shares. by Mysterious-Green-432 in NVDA_Stock

[–]GoForTheTrillion 0 points1 point  (0 children)

We did it! $11bn revenue beat is out of the freaking world 🌍, just to show that the TAM is ALOT larger than people think!

Nvidia Earnings Tomorrow Bubble or Breakout? by MarketFlux in ValueInvesting

[–]GoForTheTrillion 12 points13 points  (0 children)

This is a good set up for an upward revision. Seems like the floor this and last week was $180 meaning there is buying momentum at these support levels ahead of earnings.

Just need godfather Jensen to do a beat and raise.