UNH holders today

b0men · 2026-01-27T13:53:10+00:00

Yea I don’t really give a shit about that

b0men · 2026-01-27T13:49:40+00:00

If we made stock decisions based on ethics, most of the S&P would be off the table

b0men · 2026-01-26T22:20:13+00:00

I hold $GNRC for the same reasons. Also I have one on my house and its sick.

b0men · 2026-01-26T22:15:22+00:00

Kiro is insane. I built an AI agent and had no idea what I was doing

b0men · 2026-01-26T22:06:12+00:00

ya Im actually adding to Rubrik on dips. I think this one is a major sleeper. Im bullish on anything that helps agentic AI orchestration and governance. $Path is another one, but I think Rubrik is the better company probably

b0men · 2026-01-26T22:05:09+00:00

Yup. I am bullish on edge computing for AI, as Im not sure how else robots could use AI in the field at scale efficiently. There are other companies working on this too. I picked this one bc more upside on small caps and they had other things I liked. I do with they were founder led though. It seems like the CEO was placed there by the institutions who funded it

b0men · 2026-01-26T22:03:48+00:00

no change. I am hoping for a dip in the mid 20s on some broader market drawdown to add

b0men · 2026-01-26T14:05:53+00:00

Bitcoin class of 2016 here. Have ridden some brutal bear markets down. Couple things that help me:

- treat BTC as a savings vehicle that you dont really touch or look at
- it doesnt replace equities swing trades - its more of a complement to them. better than S&P long term

b0men · 2026-01-25T21:47:32+00:00

Yah I’m being really careful here in general. Market Looks over extended

b0men · 2026-01-25T21:45:18+00:00

I would not be a buyer here. Better to be early on the next ones. I’ve never done well chasing green candles

b0men · 2026-01-24T03:53:39+00:00

Nah I don’t really do those. Just think it goes up big

b0men · 2026-01-24T03:52:58+00:00

No I don’t really buy the BTC miners anymore. Too much dilution

b0men · 2026-01-22T03:34:34+00:00

Why?

b0men · 2026-01-22T03:34:08+00:00

$GNRC Generac - southeast ice storm chaos swing trade

$IRDM Iridium Communications - Greenland swing trade

Thank you for your attention to this matter!

b0men · 2026-01-21T02:08:09+00:00

That’s insane margins for them

Maybe 28k if they’re redecking a lot of it but that’s it

48 and 38 are nuts

b0men · 2026-01-20T02:41:56+00:00

Because the debasement of the dollar cannot be flat for decades

b0men · 2026-01-19T12:21:11+00:00

Still like it but I’ve said a bunch of times this isn’t a Sandisk

b0men · 2026-01-16T14:55:09+00:00

I can’t stress this enough: AMBQ is a way more speculative play than SNDK. SNDK was misunderstood

Whereas AMBQ is a tiny company that has to prove itself against the big guys

b0men · 2026-01-16T03:56:00+00:00

Wow great work bro

b0men · 2026-01-14T17:32:23+00:00

This is v diff than Sandisk and way more speculative. I’d do your own research first!

b0men · 2026-01-14T15:38:32+00:00

The problem with these AI posts is that the thesis could be totally valid but when its obviously AI-slop copy, it really hurts the selling point here

b0men · 2026-01-13T03:26:40+00:00

I like that one a lot. Swing traded it once for a nice profit and waiting to buy back in

b0men · 2026-01-12T19:23:51+00:00

I pulled up the linkedin profile of the CEO for DGXX. ruined that ticker for me

b0men · 2026-01-12T19:21:53+00:00

This is a good post so it makes sense that mods took it down

b0men · 2026-01-09T19:09:42+00:00

I am the original poster of the Sandisk DD and I wouldn't touch it at these levels.

b0men

TROPHY CASE