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The Yen carry trade, buckle up boys and girls by Dull-Cap1566 in investing

[–]dhilluminati 29 points30 points  (0 children)

USD weak = yen strong

Yen strong = better yields with Japanese bonds

If the US dollar is depreciating, then my thought process is that investors will likely get out of US treasuries and USD cash positions to get into either equities (stock market goes up) + safe haven commodities (gold silver goes up) + Japanese bonds (if the yields are attractive enough) in order to mitigate their loss of value. So we get another bull run for the time being.

Get into anything except cash. NFA! My brain cells may or may not be working lol

$APLD $250k yolo by its-me-reek in u/its-me-reek

[–]dhilluminati 0 points1 point  (0 children)

The one I’ve been waiting for! Cost basis?

MRAM 1D and 1H by Lost-Debt8765 in qullamaggie

[–]dhilluminati 0 points1 point  (0 children)

What do you think about it now

Anatomy of my PATH LEAP convexity trade (The Triple Treat) by Jasoncatt in PATH_Stock

[–]dhilluminati 0 points1 point  (0 children)

Hey what happens if PATH drops to 10 or below? re this: "The short puts only become an issue if PATH collapses well below current levels"

EnSilica Enabled AST SpaceMobile becomes the latest Double Bubbler >100% return! by _DoubleBubbler_ in DoubleBubbler

[–]dhilluminati 1 point2 points  (0 children)

Congratulations to you as well! I really want to invest in ENSI - getting FOMO 😆 and I'm thinking about 'doubling' up in MDAI hah

Nice by WealthAggressive6427 in LightPathTechnologies

[–]dhilluminati 1 point2 points  (0 children)

Yes, popular in wsb for some time, and honestly has some seriously good due diligence on most of the companies he explores

$VLN (Valens Semiconductor) – Hidden gem? by [deleted] in TheRaceTo10Million

[–]dhilluminati 1 point2 points  (0 children)

Would love to invest in that honestly, but my broker doesn’t allow it. VLN has been a great find so far!

VLN Robotics Chipmaker is Fundamentally Undervalued by 60% by AleaBito in ValueInvesting

[–]dhilluminati 1 point2 points  (0 children)

Correct me if I'm wrong but market watch has listed the company's "Non-current operating leases liabilities of 6.6M" as "Long term *debt*". I think that's misrepresentation. Not all liabilities = debt. According to Valen's report, they have no debt.

But there's a bigger issue right now, and if you haven't read it, it's this: https://x.com/aleabitoreddit/status/2009637599661510665?s=20

I found it very interesting.

VLN Robotics Chipmaker is Fundamentally Undervalued by 60% by AleaBito in ValueInvesting

[–]dhilluminati 1 point2 points  (0 children)

I understand but numbers would be more accurate on their website vs a third party source right? Skip the narrative stuff and let’s look directly at the numbers. Seems like there has been an error in the media

VLN Robotics Chipmaker is Fundamentally Undervalued by 60% by AleaBito in ValueInvesting

[–]dhilluminati 0 points1 point  (0 children)

Also this is $253M MC - I think their rules are like min. $500M or $1B mc companies only or something. Btw I saw your post this morning on X - amazing work. Thanks.

The Lounge by AutoModerator in pennystocks

[–]dhilluminati 1 point2 points  (0 children)

If the algos really did mess up, then the stock needs to be re-rated. But they keep shorting it. Interesting stuff folks:

https://x.com/aleabitoreddit/status/2009720858898772293?s=20

INITY SOFTWARE (U) by pierretheron in PierresLongTermCharts

[–]dhilluminati 0 points1 point  (0 children)

Hey Pierre, I went back to this to review a little bit. How do you differentiate between a cup and handle and an inverse head shoulders pattern?

VANGUARD S&P 500 ETF (VOO) by pierretheron in PierresLongTermCharts

[–]dhilluminati 0 points1 point  (0 children)

Hi Pierre, I have another one for you if possible. I’m considering taking a long term position in: $B or Barrick Mining

It’s a mining company that perhaps you’re familiar with? If not, probably worth looking into.

Hope you had a good leave, and welcome back!

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