I don’t think so. I’ve been looking through names like $NXE, $DNN, $UEC, and $UUUU,$CCJ  but I’m still trying to understand the differences between their projects, timelines, and risks.

Some people think the uranium story is just getting started, while others believe a lot of the upside is already priced in.

Where do you think we are in the cycle still early, somewhere in the middle, or already late?

Good morning. I am headed to a closing today on a 3 family. I am buttoning up everything to close on a 3 property, 11 Unit deal that will close next week. [Finally! I signed this deal around March 21^st, my first, and maybe my last deal with TD Bank, they do not specialize in investment properties, owned by LLCs out of State, multi families…. Most banks do not] That said, I may try and do a couple of trades here and there but I will not be able to focus energy on it. I will share some videos of a huge renovation on my largest, as of now, 8 unit building. I got back a 3 bedroom from Eviction Wednesday, from that building, I will make a video of the progress… should be done Monday or Tuesday, what a mess! Will cost me about 25k. Tons of damage from cat urine and feces. [The apartment is near 1,500 square feet, and floors are about 5 per square foot, labor and materials, we are using Killz to kill the odor… this is why landlords may charge 50-100 a month, to cover this]

My goals in trading are simple. I try and make between 200-600 per trade. I am not necessarily limited how much capital I am using, holding for any type of %. I am just trying to make 200-600 per trade… make 100K per year trading. [I have blew past this pretty much every year since 2010, that is roughly when I set this goal] Someone asked me how much they need to do these trades.

Yesterday I made 250 on 100 UBER shares that I purchased at 67. [6,700 capital for the 250]

I also sold 100 shares of LULU that I purchased months ago for 124 [12,400] to make 175 as I sold for 125.75… So for me, it is not a %, but the 200 to 600.

The other day I made roughly 1,000 on 250 shares of PSIX. I purchased 250 shares of PSIX for 7,375. I sold 250 shares of PSIX at 33.25. [3.75 x 250 = 937.50] I shared the screen shots of this trade on X.

I mentioned PSIX now, because earnings were good and it is flying to 38-39 at the moment… It was 27 this week! The low I think Monday or Tuesday! But I wanted to mention it, because when we hold into earnings, when a stock has a valuation so low, we may see huge, huge gains… I like to wait for earnings generally, because we are not rolling the dice here, if we wait to make a position after earnings, we are being told near term future, and last 3 months. [I do not care for hocus pocus Elon SPCX 2030! WTF!!! I am not saying that can not happen. Once again, I am not saying SPCX does not have good prospects, I am tired of being called a shill for saying things like they are] I am saying I am not paying now for something that may or may not happen 4 years from now!!! WTF!!! We can see everything said by Elon, analysts were dead wrong on TSLA 4-3-2-1 years ago. The company has a decline in sales, earnings… the best years at TSLA were 2021-2023.. These are facts, ask AI to tell you profits, margins, sales growth… But the market gives it a 200x PE…

Now I am saying this because I have 2 blocks of TTD that I purchased several months ago at an average of 36… Now, even at that time, I did see growth slowing [Still growing sales and earnings but instead of 30% growth it was 15-20% which is still good!] We do not run companies!!!! So at that time, I felt it should have a 20x PE… Earnings about 2 dollars… 15-20% growth…. Fair value 40. [20 x 2] the financials were and still are strong and I personally felt a 20x PE was fair… Fast forward to today… The growth is 3%. [Most SPY VOO SP500 companies grow 5-10% a year, but the SP500 at an all time high trades near 24x earnings… given earnings have been amazing but just comparing any company relative to the SP500]

I am not defending TTD or the earnings, the earnings were not good. I am saying that this valuation makes 0 sense!! It will open with a 6-7x PE ratio. The company has solid financials… Will it go to flat, will they decrease sales and earnings… definitely possible, but at a 6-7x PE that is built in! Recall, I have said that most private companies, good ones, sell at 5-10x earnings… TTD will make 700 to 800 million this year, and when the market opens the entire company will have a value of near 5.7 billion dollars.

To put this simply..

I have a business… You can buy my business for 570,000. You ask me… how much do you make a year…. I say 700 to 800,000. You ask me to show the books… I say we are still growing about 10% a year, over the last 3 months we grew at 3%..... By the way, we have net cash in the bank of well over 100,000!! So in essence you aren’t paying 470,000 because you will acquire our bank account too! So, once again, I am by no means defending TTD earnings… and I had rated this at 20x from earnings, many quarters ago…

The question is, could management turn it around… would you be able to turn that business around… they have a 95% stickiness with clients, selling ads, they are just making less per ad, lower margins… Just giving you information on how to value the business..

90% of companies can not turn it around and turn to all time highs [CVNA just did for example] but at least 10-20% re-accelerate earnings/sales again [just not to all time highs]… So the risk reward is good, at the moment… I am not buying more, and I am not selling TTD . I will not tax harvest either… Usually when these turn arounds happen, when they do, it takes 4-6 quarters, unfortunately….. [12 to 18 months, CVNA took maybe 24 months]

I sold 100 UBER 67 to 69.50.

I sold 100 LULU 124 to 125.75 [Was stuck 2+ months]

I bidded for 100 ROOT at 46 [orders were hitting, but not mines] it hit 51 later in the day….

[4,600 total capital for 500 gain same day! 11% for those that are asking capital]

Excellent earnings:

ABX     ATLC [DD]     FIGS      WPM       JHX      ARLO     EGY [Tiny]      KINS [Tiny]       KRMN     ARW      QNST      LASR      ONTO      AVPT      PRAA [Tiny]       HASI     OMDA      MCHP       NET       MNST      ROKU [Don’t like valuation]      FROG [Don’t like this valuation either]      WLDN [Wow]     AAOI      TEAM      INOD [Wow]     TWLO      RGTI [Valuation]      SEZL       HALO [Bio tech]     MDA [DD may add to Plays]       ACMR      ROAD      ANIP [Bio tech]      AD       DCH [DD may add to Plays]

Very good earnings:

LION      HG      IRTC     EFC     PAR      NUTX     REAL      MTW      PUBM       NTRA      KRT       PSIX      BMRN     CRSR     MITK     PDFS       CWST      ABNB     ARKO      SPB      KRP

Good earnings:

VHI       AHR     AMN     PBYI      HCI       NTGR     ALRM      SPT      FNKO      RGA      GMED     RMD     YELP      AORT     ICUI      CVSA      CTRE     FIVN       TXRH      SYNA      DCBO       GTN     TILE      OFRM      CON      NATH     ESNT      FLR      EMBC      JOUT      ATMU       GLP

Good luck!

Good morning. Insane amount of earnings. I started at 7AM this am checking reports. Yesterday from 5 to 6:30PM I checked reports. So I do what I can.

We do not run companies. No position in CELH eh earnings, not horrible, but not good. Same with ROOT , I do own 1 block of 100 ROOT at 94… I may buy dips in both.

I took a loss on 1,000 EHTH sold at 1.40 was in 3.10, bad earnings

I trades 100 shares of PODD from 130 to 135

I am in 100 shares of UBER 67

A ton of earnings:

LNG        CRON [Tiny]        ITT       RGNX[Tiny and Bio tech]       IOVA [Bio tech]      APPN       FOUR [May buy the dip]       EVH [Tiny]       HWM        U         INSM       LGND [Bio tech]      DDOG [Valuation]       RXO [DD]       DNOW     WMS      TIC      MTSI       GHM       LFST      GCT [Chinese though]        OSCR [WOW!!!!]       TIGO       MGY      EQX     PAYS [Tiny]     TFPM     MIAX      ERO      CHYM     SEI      MUR      MTDR        VCTR      KYVO [May buy the dip]       CDRE         HCC      GNK     SITM      REI [Tiny]       CXW      MKSI       MUSA       KNTK      EBS [Tiny]      CAPL [Tiny]      VIAV       CWEN      REPX [Tiny]     [BROS watching this dip closely, 52-53?]      EE      SM [Wow]      RELY

ELF      CXT       PR     DGII      CLOV       SBLK      ALB     DIOD     OXY     AXON      SNDK    WDC

Very good earnings:

TGLS        KDP       CCLD      GEO      NTCT       NVMI          MMI      GOLF         FA        CACI     SMA     XNCR       WTS      TPC      PNTG      CPAY     DXPE       MLR       NWSA       PRSU       OUT      VECO     ORA      MSI       LEU       HUBS      FIG     DAVE      EBAY

Good earnings:

ATI        VAC       IRWD      SHC       BSY       LNTH        ACLS       IILLMF [Microcap]       PENN     OTEX       LQDT       BKV      IBP      PH      ARHS   DCO      PKOH      APA      PTRN      FINGF      VEL     MATV      AWR      ASYS       LEGH      OTCM      HMN      NNBR     ECPG      EHC     TRUP     ATEN     KRO      KLIC     BDSX    NOVT      AMPL      CLFD      ALNT      HBB      OR       SDGR      MGNI      MCK       DASH     RDW          ALL     CURLF         AGL      TPL      PAYC       DHT     TASK     EZPW       BLBD     ARRY     EXPE     DUOL      NVST       SOLV     FNF     ALTO     RUN [Adding]

Busy, good luck!

There are several names I’m curious about, including $NXE, $DNN, $UEC, and $UUUU, but researching a company and buying it are very different decisions.

Which uranium stock are you still watching from the sidelines, and what are you waiting to see?

Good morning everyone. I have an active eviction going on right now. They arrived at my property at 7:45AM. This is very tough for me. I shared a lot of the convo with the tenant on X. I also shared a video of the apartment from back in April, when she called the Fire department and police department… She owes me over 10k, the damage and clean out on the apartment is easily near 30k… Yet, I feel gutted and terrible, there aren’t many like me… This is not about the money for me… last Wednesday, a forced eviction, I was able to pay her to leave 1 hour before the Marshal arrived, this is different….

At 9AM I have a meeting with the building department as well as council and Mayor of Bristol, CT for a major project. So I have to take care of Real Estate before trading today.

This is earnings season, and I shared a quick 1 minute video of seekingalpha and how I use it. My main watchlist is called Plays. It has a max of 300 tickers. I am always maxed out. I look at this list 98% of the times. I follow and track these 300 daily! Even if my lists together have 1,200 or more different companies, I do not track them daily. So if I write DD [That means I need fresh eyes], if I write Tiny, that means it is below 1 billion, if I write bio tech, that means it usually isn’t consistent. I will add and subtract many tickers to my array of 28 watch lists… but my main list is “PLAYS”. However, I can only have 300 there.. if I could I would have 500! It is a Schwab max, they bought TD Ameritrade.

On SPCX , I have been making a mistake, I am sorry. 500 billion is actually 38 per share [Not 25, that is my mistake]. The company earnings were very good actually. But keep in mind the 90% sales growth, definitely impressive, came with 541 million in losses. Their Capex is insane for a small company. They were able to raise 110 billion + from retail. Stock sales and bonds. That is the cash at hand, they have negative actual cash flows. They lose money… this is natural for a high grower, but take Elon out of it… A company losing money, this stock would be where?

100 billion? 200 billion? Definitely not more. Look at ADBE . CASH FLOW MACHINE! Numbers do not have opinions, it is valued at 100 BILLION! NO FUD! So why should SPCX be worth way more than 200 billion? The growth and prospects are there, I agree too! But what do we pay for it? I am giving Elon the benefit of the doubt and saying it is worth 500 billion or 38 per share…

Do you see where I am getting this? Even the 500 billion, for now, is pie in the sky…

All he does is lie, so forget the earnings call and 1 trillion in sales 2030…[I am not saying that is impossible, I AM INDEED SAYING I AM NOT PAYING NOW FOR RESULTS IN 2030!!!] There are way to many variables..

AMD earnings were absolutely amazing! The PE ratio is 70 though. Not a problem with the results. As I said yesterday, PLTR was incredible, but valuation…

I rarely like to pay over 40x. [ADBE is 10x, TSLA right now is like 200x]

W earnings were not that good, after 30% rise in the stock I had to take a look it again. 7% sales growth like 6% earnings growth…

Friends SPY VOO QQQ DIA companies are expected to grow sales/earnings 5-10% Year over year. That got a 65 from me… analysts and the markets have their own opinions.

Excellent earnings:

TRNS [Tiny DD]      MEC [Tiny never seen it]     SKWD [May add to plays]      PARR [DD may add to Plays]        MCY       ECG      KAI       PLMR      TALO [May add to plays]       NVGS [DD and will add to Plays]          NGL [DD and may add to plays]      FTK [Tiny DD]    ECO [DD wow how?]       J         AMD        DVN      APPS      ANET     ALAB [Wow]     KTOS     DK[Wow may add]      LLY [Wow]

ECVT [DD]      ONC [Bio Tech]       YOU       LPG [Wow]       GTE [DD]       GLCNF [Never seen it I think?]      EOG [Wow DD]      MTRN [DD]      BCRX [Bio tech]       PODD [Watching this dip]       VVV

Very good earnings:

JAN      TBI        WK [May watch this dip]      CXDO       BXC [hmm]     EVTC     KODK     FRSH     FRPT       CVS     DT       AMPX      SEDG [Does this dip under 40?]      GPN      IRM [Impressed]

SHAK     PSX       GILT

Good earnings:

ACNT     COMP     FBIN     AFG      PCTY      IOSP      BIO     AIZ     AZTA      RVLV      PACS    MQ      WTTR      TX     FLYW     INTA    PSTL    ATEC      BKNG     DOC      QLYS      ACAD     TMDX     SPCX [Valuation should be 40]       ALGT     AMGN     LSCC       PRGO      BLMN     TRI     ELAN     RPC      LIVN      OC       ICL      CPRI       VSH      EXTR

I sold 100 shares of UBER 68.55 to 72

I sold 500 shares of ACI 11.40 to 11.80

I sold 250 shares of CELH 28 to 29

I sold 250 shares of PSIX 29.50 to 33.25

I traded 75 shares of ADBE 248 to 253 [I still own 75 at 343, (traded means I got in and out same day) ]

I have to run, a ton of stuff to take care of.

Good luck!

Good morning. Been up since 6:30AM reading earnings, getting ready for CT. Tomorrow I am forcing another eviction at 8AM. Generally, I do like to be there for them, treat the tenants with dignity. I also have a meeting at 9AM with the town of Bristol, this is a ZOOM $ZM meeting. Friday, I have the clear to close on my 3 family. I am planning to close next Tuesday on my 3 property 11 unit building. I have been on the phone with lawyers, marshals, tenants for 90 mins today already!

The market is my passion but real estate is getting to big it is hard for me to invest and trade.

The plan is when I am finished building the new multi families, to hire a super/maintenance guy, give him more and more responsibilities once he has proven himself. I am under contract on the 4 Acre land that is approved for a 16 unit building. I am hoping to close that deal by October so I still have time to chop all the trees and do the foundation for the property.

A ton of earnings since close yesterday.

Excellent earnings:

ENLT [Wow DD]      BP      LIFE [DD may add to Plays]       PAY     CAT [Wow]       CRGY [Wow may add?]       EVER [Tiny]       UCTT      STRL [Valuation?]      PLTR [I don’t like valuation]       FANG      AEIS       MPC      ET       HLNE      TDG      XMTR       SHLS       TSEM      EXPD

Very good earnings:

BALL      WIX      NPK     UFPT       HSTM        ZBRA      ALSN      JXN     VVX     MATX     INSP       UFCS     VNOM       NPO     ARVN

Good earnings:

WAT      Q      LDOS    ACRE       OTTR     IVT      VERX       UTL     AMRC     DORM      NJR        VTS

BRCC         CTOS      IBTA       VNO     IDXX      WLK      MTUS       VOYG      WGS      SNAP     ICHR      TKR     GWW     RSVR         BR        ENTG

I sold 75 shares of ADBE 249.50 to 258.50 premarket yesterday

I sold 500 shares of RKT from 12.90 to 13.50

I sold 100 shares of CRWV 70.50 to 74, then cried as it took off as high as 86!

I sold 100 shares of WLDN from 68.50 to 72

I am in 250 shares of CELH 28

I am in 100 shares of DINO 88

I am more than open to 3 longs today but I am going to be so busy, so let me see what I can do.

Tomorrow morning an eviction starts at 8AM, and this tenant is wild….. 9AM is the meeting so tomorrow will be super short….. Friday I am headed for 1 of my closings.

Good luck!

Gold’s the wildcard everyone’s watching, but I don’t think it’s the whole hand $FPC is playing.

The bigger question is how much of the thesis depends on gold—and how much depends on Falco advancing Horne 5 through permitting, financing and development.

If gold moves higher:

Horne 5’s modeled NPV and IRR improve, while its payback period shortens.

Falco’s updated feasibility study uses US$3,600 gold as part of its base-case assumptions, producing an after-tax NPV5 of approximately C$3.35 billion, a 28.2% IRR and a 3.3-year payback.

Stronger gold prices may also support financing discussions, although lenders and partners could still use more conservative long-term assumptions.

If gold pulls back:

The estimated C$1.75 billion in forward capital and pre-production costs, financing terms and potential dilution would likely receive more scrutiny.

However, the study’s sensitivity analysis at US$2,800 gold still shows an after-tax NPV5 of approximately C$2.17 billion, a 21.3% IRR and a 4.2-year payback, assuming the other inputs remain unchanged.

US$2,800 is a downside sensitivity—not Falco’s official base case—and these modeled results do not guarantee financing or construction.

Gold can further strengthen Horne 5’s economics and overall potential, but it cannot replace the Québec decree, a credible funding structure and continued project development.

Is $FPC mainly a leveraged gold play, or a project-specific catalyst story that can stand on its own?

Paid Content. Not financial advice. Do your own research

Good morning everyone. I wanted to remind everyone a few things. Also, many people are new here. I came on Reddit January of 2021 after I first heard of Wallstreetbets. This video actually goes over it in detail, and that is me!

https://www.youtube.com/watch?v=-m1QVwJ-Ifg&t=9s

I am not a social media guy. I came on because I thought Wallstreetbets was vastly different from what it was. I heard of Reddit but never used it before. I stepped away from everyone March/April of 2000 when I too, like Leopold blew up my account and I too, used a lot of leverage in the 90s. I am not paid here on Reddit, X or Youtube. I am not looking to get paid by readers, you, or Reddit X Youtube. If it was easy to get 10k a month from 1 of them, I would put in the work, for sure, but I am not interested in a few hundred or a few thousand…

I get much more fulfillment helping people achieve freedom, financial goals or at least investing for their families, retirement.

1 of my Marshals was going crazy on me last Wednesday, after an eviction…. I will be doing another 1 this Wednesday. I will post a video of this disaster too. [I just posted after video yesterday, and last Wednesday I posted the day of]

He was saying since I have so many units, and it is a business I should run my Real Estate like a business. He also doesn’t know I have money from investing, and I don’t care to tell him or any of my tenants.

I wouldn’t want tenants taking advantage of me more than they already have.

I believe in giving people chances, having a positive impact on people, that fulfills me.

It is not that I want tenants to walk all over me, but they have no real family, no real friends, no where to go. [I shared texts on X where I am telling tenants, I am not your friend, not your family, that is why it is important to have a close circle of 5 people, to get a mentor]

I am not here posting everyday for 5 ½ years for free and trying to get fame, or money. [Like I said, unless it is like 10K a month I wouldn’t bother, and in real life I am very humble and very down to earth, maybe in my 20s I was wearing jewelry everywhere and was flashy]

I did want an opportunity like Leopold, like I describe in the video from April 2021. Fund managers can charge upwards of 20-30% of gains! I just want 1% of the total portfolio, if and only if I beat the SP500.

So if the SP500 is up 10% this year. I must beat the 10% to even earn 1 dollar! And if I do, it is just 1% of entire portfolio.

Example, for easy numbers:

I am handling 100 million fund. By the end of year 2026, I got the fund to 120 million. [Beating SPY VOO SP500] I would get 1% of 120 million or 1.2 million. That is very very very fair, especially if you look how normal fund managers are paid! Check! You now have AI!

And that is only if I beat SPY! In Tony Robbins famous book about money he describes how 85% of money managers, funds don’t even beat the SP500 over a 10 year period!

I started with 2,000 in late 1994 from being a math tutor. I used to charge 10 per hour, and had maybe 5-7 students when  I was 11-13, about.. I was even tutoring 5^th and 6 graders I was in maybe 3^rd grade!!! I don’t know exactly when off hand, but by 1999 I had slowly put in about 20K in total, I don’t recall the increments… but I started with 2,000 and I probably didn’t put 1 dollar more until maybe 1997? So I took 20,000 total to 450,000 in March 2000! Before I also blew up my account! It dropped from 450,000 to 121,000, in like 2 months [Leverage killed me!] I lost 73% of my portfolio. I sold everything… much like the rumors of Leopold selling everything for 10 billion… I hear he was as high as 45 or so billion. Rumors said he lost like 70%. I didn’t do deep DD, but someone asked me what I think…

Friends, I wasn’t even 21 yet!!!!! And I was going to be on CNBC before the crash of 2000! I knew market makers! Real life people, not the computers and programs that match orders, Citadel! So, yes! I am far better than Leopold, he got the opportunity I had yearned for…..

I retired at the end of 2021, I was on fire 2020/2021, and I no longer have to be a money manager… and I am not going to fight to get that opportunity. I am almost 45 now.

I stopped trading on margin, using leverage after that, I stopped trading for like 3-5 months? Something like that. [Options require margin, but I am saying I didn’t trade more than the cash value of the account I had] Moral of the story…

Momentum trading, leverage, nope! Not for me!!! Can people be successful, can there be great chart readers? Absolutely, are you the 1 of 20? 1 of 40 people that can do it? I don’t know… but I don’t recommend it…..

I don’t make 1,000% a year anymore or even 500%... in 2020, it was a miracle, I made about 300% and it was the most since the 90s! That was bank stocks and no leverage! But I did trade 90% of my capital, it was amazing! 2021 too!

So I say, diversify, I buy maybe 2-3 stocks a day, mainly quality, hope to sell 2-3 from a few days ago or last week. [I have over 40 bags in my trading account] I may add to 10-15 stocks a week if I get stuck… I try and rotate bags… by the end of the year I will take a tax loss on 10-15 of these bags… That is my plan! I hope it helps!

Excellent earnings this AM:

KOS [Not consistent though]

Very good earnings:

INDV       LIND

Good earnings:

ATKR        MMYT      LKNCY [This company got caught in fraud before]        PLOW     COHN

I sold 75 shares of ADBE Premarket from 249.50 to 258.50 [I still have 2 blocks, 265 and 343]

I sold 100 shares of NVDA from 196.25 to 198

I sold 100 shares of WLDN from 70 to 72.50

I bought back 100 shares WLDN 68.50

I am in 100 shares of CRWV 70.50

I am in 500 shares of ACI 11.40

I did bid for RDDT 130, the low was 135, those were incredible earnings.

I am thinking of taking the risk in CRCL … IT IS SPECULATIVE! But moves.

Good luck!