Sold e.l.f. BeautyInvested for 1088 days
Made326.30%
3
21
Design. Writing. Research. 🔮⚡️💙 www.threads.net/@nothing_something
- AssetPrice
e.l.f. Beauty$70.25+0.50%
WisdomTree Cloud Computing Fund$36.58+1.22%
WeRide Inc$19.95+0.61%
Viking Therapeutics$28.87+0.70%
Taiwan Semiconductor Manufacturing$180.53−0.31%
SoundHound AI Inc$10.82+17.48%
Simon Property Group$186.09+1.92%
ServiceNow$929.76+0.96%
SPDR SSGA Gender Diversity Index ETF$121.01+1.23%
SPDR S&P 500 ETF Trust$594.18+1.56%
Rigetti Computing$8.46+5.36%
Richtech Robotics Inc$1.88−1.05%
Palantir Technologies$84.92+0.18%
Nasdaq$82.78+2.45%
NVIDIA$124.92+3.97%
Microsoft$396.99+1.14%
Kratos Defense & Security Solutions$26.39+0.46%
Innodata$52.72+0.19%
Impact Shares NAACP Minority Empowerment ETF$42.16+1.44%
First Trust NASDAQ Cybersecurity ETF$66.11+0.84%
Editas Medicine$1.92+4.92%
CrowdStrike$389.66+2.48%
Confluent$31.74+0.16%
Cleveland-Cliffs$10.84+1.02%
Cameco$44.04+1.29%
BigBear.ai Holdings$5.16+0.78%
Berkshire Hathaway$513.83+2.27%
Apple$241.84+1.91%
American Express$300.96+2.30%
Alphabet$172.22+1.18%
AeroVironment$149.62−1.48%
ARM Holdings PLC$131.69+1.04%
- AssetPrice
iShares U.S. Oil & Gas Exploration & Production ETF$92.91+1.23%
iShares PHLX Semiconductor ETF$208.52+1.59%
iShares Nasdaq Biotechnology ETF$137.03+1.14%
iShares MSCI South Korea ETF$54.67−2.29%
iShares MSCI ACWI Low Carbon Target ETF$198.57+0.93%
iShares Global Clean Energy ETF$11.11−0.80%
iShares Future AI & Tech ETF$35.99−0.06%
iShares Cybersecurity and Tech ETF$48.72+0.83%
iShares AI Innovation and Tech Active ETF$25.64+1.10%
Zscaler$196.23+2.19%
Posts
Invested in ServiceNow
2
2
“Optimism is a major quality of a great leader. No one wants to follow a pessimist.”
-Bob Iger
https://www.threads.net/t/Cuo1QRaOBAa/?igshid=MTc4MmM1YmI2Ng==
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0
Good to see @public on Threads!
Follow me at www.threads.net/@nothing_something, let’s watch the internet live-stream the end of Twitter. Wait— Twitter WAS the internet. How $META 🤔
11
46
Sold Sociedad Quimica Y Minera De ChileInvested for 901 days
Made165.02%
Tipped
1
9
Invested in Carvana
Road trip
0
1
Sold Nano-X ImagingInvested for 700 days
Made21.48%
I wish you a merry Nano-Xmas
I wish you a merry Nano-Xmas
I wish you a merry Nano-Xmas
And a lit-tle green here
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2
Sold CarvanaInvested for 888 days
Made77.70%
Finally
0
29
Invested in Direxion Daily Semiconductor Bull 3x Shares
2
0
Invested in Mind Medicine MindMed
2
1
Sold Direxion Daily Semiconductor Bull 3x SharesInvested for 1 day
Made4.10%
Russian-made missiles touched down in Poland. This could trigger NATO anger and/or may rattle markets briefly.
1
4
Invested in Direxion Daily Semiconductor Bull 3x Shares
Brainard comment, CPI report, democratic process proves intact, VIX staying above 20, crypto withdrawals looking for a home.
VIX dipping toward 20 = blinking red light.
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Invested in CrowdStrike
Possible bottom 11/9. Unlikely, but possible. Bear rallies are sharp, quick, and die in low volume. High multiples crush. Short leash.
VIX near 20 = blinking red light.
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0
Sold CarvanaInvested for 829 days
Made23.30%
2
3
Invested in Matterport
0
0
Invested in Adobe
Assuming Adobe doesn’t ruin Figma by over-integrating their sprawling sludge of cloud tools, I believe years from now this acquisition, at 20 billion in stock and cash, will prove an absolute steal. Sitting here at a ~pre-COVID market cap, I’m liking this price vs downside risk over the next few years. Other risk: I expect more dilution, because it shows Adobe lives on monopoly power, and Canva is lurking.
#Select>Subject>Adobe>Figma
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8
Sold CarvanaInvested for 767 days
Made48.87%
1
0
Invested in Dollar General
Running 20,000 stores within 5 miles of population centers selling products that need to be frequently replaced, Dollar General is outperforming Walmart, Costco, and Dollar Tree earnings per share by more than 50%. At the same time, buybacks have greatly reduced their share count. Though the price movement has been volatile, their 200 moving day average shows a steady march upward, making this a multi-year hold where I don’t have to worry about short term price movement — exactly the sort of company I’m looking for. It’s a tough trading environment with rates going up, but high prices and/or stagflation mean people need cheap batteries and Tupperware. They sell cheap toilet paper as well, I believe; but life’s too short for that. Get the good stuff.
0
3
Invested in Dominion Energy
Dominion: People are so annoying. We’ve exited oil & gas and upped our wind farm investments, but our stock is still lagging and we need more capital.
People: We depend on you to keep our toesies toasty, but we’re pretty stretched due to inflation, can we get a break?
Dominion: HAHAHHAHA
#WINTERISCOMING
Tipped
0
5
Invested in Cameco
I’ve been in $CCJ for awhile and I’m still feeling it. City populations are growing (get a grip, Elon) and the global plan is to electrify AND decarbonize simultaneously, with 30+ countries planning or starting nuclear power programs.
Global warming is popping off (get a grip, Rupert/KochBros). It’s like Satan’s armpit in Europe and the Greenland ice melt topped 300 gigatons this year — 18 billion tons of melt water dumped into the ocean this weekend alone. 🌇🍳
Meantime, we’ve got a little sillhouetto of a man in Russia holding the global energy supply hostage, and the metaphoric lightbulb is flicking on (or off) for leaders across the world. 🤔💭💡
A couple of weeks ago the EU voted to qualify nuclear as “sustainable”, which is greenwashing by necessity, ignoring the problem of nuclear waste so they can meet carbon neutral goals and increase their energy supply. Luckily, new Deep Isolation tech allows us to create deep boreholes on site at plants, isolating waste deep within the earth.
See? All good! 👀. [*Gulps loudly*]
This is just the tip of the melting iceberg when it comes to forces shaping this investment, like supply/demand and mine location risks. The technical setup right here, ~3 years in the making, is running into an unstable market. Analysts are universally bullish, but the P/E is high; it’s not a cheap stock. It’s a long term (potential) opportunity with an adorable dividend.
—
Not a recommendation to buy a stock.
I’m an investor, not an advisor.
Investments carry risk.
Tipped
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Design. Writing. Research. 🔮⚡️💙 www.threads.net/@nothing_something
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