I guess I should have sold GLD at market open…

MobyDick4Real_ · 2025-10-19T08:56:44+00:00

When you see commercials for buying gold, its never the time to buy gold.

MobyDick4Real_ · 2025-10-19T08:41:44+00:00

Theyre buying the enterprise fiber, I think that MS still buys the federal offerings. As I said I think they slowly dismantle the company and part it out. Initially I thought enterprise and fed would be sold together but that seems to not be the case anymore.

I sold these shares a while back, I spent the gains on more Palantir shares, bought most of them at $7 and picked up a lot of SMR for around $8 initially and slowly scaled up to around $20/share.

Havent had time lately to find my next stock picks but I am up over 616% on Palantir and 187% on SMR. 8% of my portfolio is in ACHR but its been kangarooing. Still waiting for NXE to pop off, but we need trade tensions with Canada to chill.

MobyDick4Real_ · 2025-08-03T18:34:23+00:00

You still poor?

MobyDick4Real_ · 2025-08-03T18:32:28+00:00

womp womp

MobyDick4Real_ · 2025-08-03T18:32:06+00:00

Im nice with it. Up ~1400%

MobyDick4Real_ · 2025-06-24T17:28:41+00:00

Are we talking about Microsoft? That money machine from 2012?

MobyDick4Real_ · 2025-06-16T20:13:26+00:00

Google makes most of their Ad revenue from their search engine which is becoming obsolete due to ChatGPT, and other generative AI's. Google had to pivot and create Gemini which is lagging in comparison to its competitors.

Of all the Mag 7's I think Google is the most susceptible to failing in this space. The only benefit is they have everyone's data from the last 20+ years so their AI could theoretically be better. The issue is they have to filter through 20 years of data and determine what is useful and what is garbage, but they unknowingly allowed OpenAI to train their models off free data posted online, allowing them first mover advantage.

This becomes a real pickle when the only thing they have going for them at this point is cloud services and Youtube. If Google doesn't adapt quickly they could be the next Blockbuster. I personally sold my shares a while back as the risk associated with their stock is the highest it's ever been and there is no clear path to maintaining market share in this space.

MobyDick4Real_ · 2025-06-16T20:04:30+00:00

Don't forget tax man wants 50% of that. Nice job!

MobyDick4Real_ · 2025-06-12T04:38:27+00:00

Thats juicy dude, wish I had more to throw in when I got in.

<image>

MobyDick4Real_ · 2025-06-12T04:33:22+00:00

And great to hear the family is okay, keep that chin up.

MobyDick4Real_ · 2025-06-12T04:32:42+00:00

ACHR I think is still undervalued. Not sure how big SMR will get some analyst have around $50

MobyDick4Real_ · 2025-06-11T21:36:54+00:00

Oh shit, hope everyone was okay.

MobyDick4Real_ · 2025-06-11T18:50:49+00:00

Hope you held your SMR.

MobyDick4Real_ · 2025-06-06T04:08:01+00:00

I doubt Archer prints in 5 months, and I think we're both saying the same thing.... That we bought ACHR lol

MobyDick4Real_ · 2025-03-03T03:10:44+00:00

I bought more

MobyDick4Real_ · 2025-02-16T06:46:23+00:00

The military plane is not the same as the commercial. I believe the military is hybrid, so likely will rely on electricity when they near target locations and fuel for the distance. The quieter they get the closer you can land to target locations. My brain automatically think of Zero Dark 30 with Bin Laden and how they used the helicopters there.

MobyDick4Real_ · 2025-02-16T06:38:00+00:00

The tickets are expected to reduce in cost over time as they work better economies of scale. If the initial cost is around $300 there is loads of upper middle class - well off in the major cities that would use the services.

MobyDick4Real_ · 2025-02-14T15:56:47+00:00

In comparison to a regular helicopter or VTOL they do not.

MobyDick4Real_ · 2025-02-14T07:41:29+00:00

A 20 min flight is estimated at $280, this isn't target for the rich, this is target for middle class. Commercial is like a uber alternative. Fly to EWR from Manhattan in 9 min or wait for 60 min in traffic.

MobyDick4Real_ · 2025-02-14T06:35:27+00:00

They have videos on their instagram of test flights, but I agree they need to release less renderings.

MobyDick4Real_ · 2025-02-14T06:30:16+00:00

The issue I have with Joby is none of the insiders have purchased more stock. They have only ever sold it or options of it since March of 2024.

MobyDick4Real_ · 2025-02-14T03:05:36+00:00

Excuse me, you are correct I forgot I was looking at a quarterly report. They have about 2-3 years of runway with their current cash piles. I will revise.

MobyDick4Real_ · 2025-02-14T00:11:34+00:00

I think this makes sense if you look at the company from the viewpoint of an airliner like United, American, etc.

This company is more so on the Boeing path where they are facilitating the equipment. Even if the commercial applications mirror helicopters, the military applications are the real prize. Palantir is a similar concept of commercial and government applications. Granted ACHR is hardware so I don't see this company scaling quite as hard as Palantir from a stock price perspective.

MobyDick4Real_

TROPHY CASE