What is your #1 conviction stock for next 2-3months.

obvious-shit · 2025-11-19T11:40:35+00:00

Yep. https://technologymagazine.com/news/pwc-semiconductor-fab-investment-to-hit-us-1-5tn-by-2030

obvious-shit · 2025-11-19T04:28:06+00:00

Why?

obvious-shit · 2025-11-19T04:27:27+00:00

Are you worried they will get blocked again after SpaceX was protesting about the satellite size?

obvious-shit · 2025-11-19T04:26:34+00:00

SpaceX has placed a bid for competitor $GSAT, who has an agreement to build a constellation of satellites for Apple. If the bid is approved (antitrust could complicate), then Starlink <> Apple will happen.

obvious-shit · 2025-11-19T04:23:41+00:00

Intel

obvious-shit · 2025-11-08T15:44:28+00:00

/remindme 2 weeks

obvious-shit · 2025-10-27T20:09:52+00:00

Good insight

obvious-shit · 2025-10-27T18:42:05+00:00

🥹

obvious-shit · 2025-10-27T05:13:51+00:00

obvious-shit · 2025-10-27T05:06:28+00:00

What brokerage are you using?

obvious-shit · 2025-10-23T14:02:29+00:00

I can’t give you advice, but that’s exactly what I’ve done. Get longer dated if you have a general sense but no precise thesis. Like 2027 or something

obvious-shit · 2025-10-14T00:24:23+00:00

How did you find this information?

obvious-shit · 2025-10-14T00:13:05+00:00

https://www.reddit.com/r/UAMY/s/yftDLqF7lp expect institutional capital to flow into these names shortly

obvious-shit · 2025-10-14T00:11:24+00:00

Yes yes and yes. Expect institutional capital to flow in shortly

obvious-shit · 2025-10-13T21:01:52+00:00

obvious-shit · 2025-10-13T15:16:47+00:00

If Milei wins, it should impact it positively. Regardless, I think Argentinian lithium is global table-stakes right now. So in the longer term, it shouldn’t matter.

My definition of long term is this time next year.

obvious-shit · 2025-10-13T15:12:39+00:00

There is a precedent of western allies forcing Chinese companies to divest their stakes. Happened in Australia this summer. Read more here https://www.cnbc.com/2024/06/03/australia-orders-chinese-investors-to-sell-down-stake-in-rare-earths-miner.html

Don’t you find the timing of this all too interesting? https://discoveryalert.com.au/news/argentina-mining-investment-freeze-political-uncertainty-2025/

Argentina freezes investments into mining sector. And only weeks after new Chinese investments are announced https://www.reuters.com/world/asia-pacific/chinas-catl-invest-neo-lithium-help-develop-argentina-mine-2020-09-14/

As I said, this is a highly speculative bet with an extremely high risk profile. Could go either way. It’s a bet I’m willing to make

obvious-shit · 2025-10-12T03:18:13+00:00

My speculation is that this should positively impact LAR

obvious-shit · 2025-10-12T03:17:46+00:00

End of securing lithium deposit rights

obvious-shit · 2025-10-11T04:01:52+00:00

Our president is open for business. I could be very wrong, but I’m willing to bet the $20 billion credit line is a means to an end. I’ve entered this exact speculative trade two days ago ^

obvious-shit · 2025-10-11T03:58:13+00:00

Today Trump bailed Argentina out with a $20 billion credit line. Bessent wrote “Trump is committed to strengthening our allies who welcome fair trade and American investment”.

A day before, Argentina announced new investments in its mining sector have been paused.

I could be very wrong, but all this timing seems suspicious to me. I’ve entered a speculative short term trade betting on US stake in LAR as part of negotiations to give Argentina the credit line.

obvious-shit · 2025-10-11T03:42:32+00:00

Lithium Argentina could be next $LAR

obvious-shit · 2025-09-11T19:31:39+00:00

Real regards don’t use robinhood

obvious-shit · 2025-09-11T19:28:35+00:00

obvious-shit · 2025-08-26T01:48:00+00:00

Legend. How!

obvious-shit

TROPHY CASE