Hey Shrub! always thankful for your witty comments and humor. You have the looks (according to Cit), the brains, the humor, and most importantly the heart at the right place. I look forward to the year 2026 with your write-ups and your stress free approach to the market. From the heart, thank you.
On the Space Ponzi, I will pass on RDW. I had it in the port for a while and we hated each other. So, following your simplicity philosophy I will go for RKLB, drink two or three gin tonic, and hopefully forget until end of next year about this purchase.
You forgot other catalyst. Partnered with Vast. They have some medical infrastructure thing on their ship about to launch in May. If successful expect more printing:)
Seems the LLMs are now sufficiently good at writing code that it can be managed like a junior engineer.
Assuming this isn't a fad. Do you think we'll see acceleration on this front again (= AI eats everything)? Or is this simply final fumes before it drops hard for a global rotation as you've mentioned before?
Hey Shrub! Thanks so much for all the work you put into this!!
Can I ask how you manage to look at so many companies across so many different sectors? Just the work on this one must have taken a couple of hours, so when you add in screening others, etc., I honestly don’t understand how you manage to do it all
Hey Shrub! always thankful for your witty comments and humor. You have the looks (according to Cit), the brains, the humor, and most importantly the heart at the right place. I look forward to the year 2026 with your write-ups and your stress free approach to the market. From the heart, thank you.
On the Space Ponzi, I will pass on RDW. I had it in the port for a while and we hated each other. So, following your simplicity philosophy I will go for RKLB, drink two or three gin tonic, and hopefully forget until end of next year about this purchase.
Happy New Year! 🎊
ha thanks my man! Probably the wisest thing to do!
You forgot other catalyst. Partnered with Vast. They have some medical infrastructure thing on their ship about to launch in May. If successful expect more printing:)
Thanks! Printing is a key activity for them ehhe
They should add a Space "Prediction Market" platform to their portfolio.
Or some Space "Neural Networks".
lol! That would make it the perfect ponzi!
Love it! HNY Shrub!
NHY Rich!🥹🙏
Jeez.......sold!
ponzi🥹🙏
Sats is actually spacex plus spectrum
yep! Interesting
You’re the goat! 🐐
This stock is my kind of scum. Fearless and inventive.
Few other Space Ponzi plays: RKLB, ASTS, PL MDA.TO
Google is an investor in ASTS and PL.
This is not a financial advice. Do your own due diligence.
Looking at claims such as https://x.com/bcherny/status/2004897269674639461?s=20 from Anthropic engineers (and other companies).
Seems the LLMs are now sufficiently good at writing code that it can be managed like a junior engineer.
Assuming this isn't a fad. Do you think we'll see acceleration on this front again (= AI eats everything)? Or is this simply final fumes before it drops hard for a global rotation as you've mentioned before?
Hey Shrub! Thanks so much for all the work you put into this!!
Can I ask how you manage to look at so many companies across so many different sectors? Just the work on this one must have taken a couple of hours, so when you add in screening others, etc., I honestly don’t understand how you manage to do it all
$SATS
I bought this a week before you wrote it. Thanks were given today. Gratitude early and often