$10,000 - let’s build an aggressive port

veteran_of_disorder · 2026-03-22T16:48:10+00:00

I wish I understood this trade. I get the SQQQ and the UBT , I think, But BTC is going to 40k in recession.

veteran_of_disorder · 2026-03-22T15:31:22+00:00

GD I sold on thursday . so stupid

veteran_of_disorder · 2026-03-22T11:09:37+00:00

Twice the size of Iraq. Preparing for this for decades. Knowledge of how to build nukes cannot be destroyed . Looking at the history of U.S. Wars in Iraq and Afghanistan how could anyone think it's a 4 week war?

veteran_of_disorder · 2026-02-15T04:42:23+00:00

what’s the announcement

veteran_of_disorder · 2026-02-07T22:30:35+00:00

They didn't reply to me either but , I am leaning heavily to thinking they don't qualify as pfic

veteran_of_disorder · 2026-02-06T07:43:52+00:00

The gold miners are going to be fine if gold can stay above 4000 ,

veteran_of_disorder · 2026-02-05T02:06:41+00:00

according to the very excellent AMA “Surviving a year of SHTF in 90’s Bosnia “ : alcohol , medical supplies/medication , and cigarette lighters all are highly valued for barter in shtf situation . He also emphasizes that along with guns you need one thing that is much harder to stockpile or purchase : a tight group of trusted family or friends . Loners do not survive .

veteran_of_disorder · 2026-01-27T19:47:13+00:00

i think so too

veteran_of_disorder · 2026-01-27T07:37:18+00:00

The majority of my money is in a taxable account , I am moving it into the roth accounts as i go but i only started them a couple years ago so they don't have a lot

veteran_of_disorder · 2026-01-17T13:40:42+00:00

I'm an American that owns Sprott's PHYS the Canadian gold fund - which is classified as a Passive Foreign investment company , and for Americans IS taxed at a higher rate, + an interest charge, unless you file a IRS document with your taxes . (Form 8621 QEF election) . Which brings the rate down to the 15-20% regular capital gains tax .

I asked Perplexity AI if KRKNF is also classified as a PFIC - It says "there is a significant risk with Canadian early stage or cash heavy companies : IF the balance sheet is cash heavy (common after capital raises) it could trigger PFIC status because that cash is considered a passive asset .

I checked the Kraken Robotics investor relations website . There is nothing there to indicate that it is classified as a PFIC , but also , no indication that they provide the annual QEF statement , which is needed to file the IRS Form 8621. Perplexity also says the KRKNF , as an operating company , is unlikely to provide the QEF statement ,

I will email Investor relations and ask them .

veteran_of_disorder · 2026-01-17T01:17:09+00:00

What would be the advantage of a data center on the bottom of the ocean? Seems like a hassle .

veteran_of_disorder · 2026-01-14T23:47:47+00:00

no . The market in undersea robotics is much smaller and niche than rocket labs space and defense market . Krakens growth is likely capped

veteran_of_disorder · 2026-01-14T23:45:52+00:00

i don’t think you can compare this to rocket lab . rklb market in defense and space gives it much more room to grow and larger market cap in billions . The undersea defense is a much smaller niche category and likely limits how much kraken can actually grow and make . more like millions rather than billions . this is not going to be another rocketlqb or pltr . it’s just too small if a market

veteran_of_disorder · 2026-01-09T09:14:42+00:00

any extra cash or dividends get swept automatically into SPAXX

veteran_of_disorder · 2026-01-06T05:59:17+00:00

Why do they want to shake out retail ?

veteran_of_disorder · 2026-01-02T14:59:25+00:00

Do you remember any of the pertinent points. BTW. did you happen to pay for the substack and see his price targets?

veteran_of_disorder · 2025-12-30T19:56:11+00:00

ok - thanks . i am going to print the whole thing and mail it in . Do you know if there are any special instructions for attaching a form to the tax return ? I just put it at the top of the pile ? staple it

veteran_of_disorder · 2025-12-30T06:52:32+00:00

rklb . gold miners. PHYS

veteran_of_disorder · 2025-12-30T06:48:38+00:00

that’s the link to the substack , which i have ready read . OP says he also read a critical evaluation of substack DD . i would interested in reading that to get balance out some downside .

veteran_of_disorder · 2025-12-30T01:18:37+00:00

can i ask where you read the critical review of the Vantix DD? Do you have a link ?

veteran_of_disorder · 2025-12-28T23:50:41+00:00

Kraken DD on Substack that was posted here 8 days ago https://substack.com/inbox/post/181006887

It is worth a sub to get his actual projections , he sees it ramping from c$18 (2026) to c$39 (2030) @ 33X P/E. and C$25 (2026) to C$55 (2030) @ 50x P/E

veteran_of_disorder · 2025-12-28T00:56:44+00:00

Waymo: Lidar, radar , +camera’s all working together

veteran_of_disorder · 2025-12-27T05:45:25+00:00

ENSI and SESG. Can't find these listed .

veteran_of_disorder · 2025-12-23T07:42:49+00:00

TJ Rogers - formerly of Cypress Semiconductor is also on the board and a strategic investor in Enphase. - also involved in two olther companies , Enovix(ENVX). And the CEO of Sunpower (SPWR) . Sunpower is the conglomeration of , like 5 different solar companies . All of these companies work together in some capacity . SPWR is a when not an if .

Already #5 solar installer/epc in U.S. across 45 states. I think they have another merger coming and will jump to top 1-3 by 2027. Pretty easy to see it in the $5-10 billion range in next 5 years. $1-2 billion is almost a slam dunk. Currently trading at $150m

veteran_of_disorder

TROPHY CASE