Upperdecker

Moon Knight

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But I also think there’s been a cultural shift from: “This is difficult” to “This is impossible.” And those are radically different mindsets.

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People on the internet jump to extremes

Zero chance I’m giving Sam Altman my data. High likelihood it’s not handled properly, or worst case sold

Those look terrible. But I suspect those are probably comfy AF. IWWT

The Lord will judge all of us at the pearly gates

OP will judge us in the meantime

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Cisco hit $82 on March 1st 2000 and it didn't reach that level for another 26 years.

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Cisco had tons of internet equipment that was going completely unused. It was one of the bubbliest companies.

There’s no GPUs going unused

To be fair, I know people who could do that pretty comfortably who have been deep in MU for a while

It’s 60% over original projected price and supposedly 25x oversubscribed. It will probably still see a short term squeeze just due to hype

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Why TMC?

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TMC is already determined as the market leader in sea floor nodule mining. Trump admin is showing them a lot of good will, so I expect them to get their license to operate very soon. If so, they become the immediate market leader with a strong moat in a new growth industry (if you consider seafloor as its own industry). If you don’t consider seafloor its own industry, they still have immediate access to the largest available deposit of rare earths with a big moat to protect their lead (since they can’t own the seafloor like other rare earth companies own deposits). They have the potential to have the lowest cost of rare earth mineral acquisition as well.

US rare earth acquisition and production will be a huge expanding industry in the next few years, as Trump admin is pushing it, and Dems actually aren’t opposed on this single issue since they also dislike China

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If this keeps running would you excercise 12/26 $34 calls at some point close to expiry? Or cash out and then buy shares with proceeds? Same difference?

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Ask Gemini (on think mode). Not sure about tax implications. But you have a long way to go to 12/26. A 30% drawdown in options value generally covers your tax losses by selling and taking tax hit. I don’t play options with tax strategy in mind

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The guy doing it is the one who wrote the scripts for several Jurassic Park movies.

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Which ones? Makes a big difference