Matheus Lonning

$TBTC is my newest stock idea. Article is live on substack. The company is trading at ~8x TTM P/E and has an under appreciated recurring revenue base with over 70% gross margins. Downside is backed by more than 8m in cash and equivalents at 22m market cap. Bull case requires them to sign new customers, perhaps $BUKS could use their services. If they signed a major casino deal, the sky is the limit. My 12 month PT is: $12 as I expect new management to continue strong sales momentum and operating leverage to kick in.

$AMD puts are going to be so juiced up that the stock is going to drop 30% and you’re still going to lose money buying that shit

I just know massive taco coming this weekend. He probably cooking it rn. I gotta take some exposure into the highest of beta.

Someone could’ve retired off of $INTC puts

They are taking no prisoners in nasdaqistan. Treacherous.

Two of the stocks in this list were on my latest substack post on Monday btw.

Guys, you can’t all apply to McDonald’s and subway at the same time. There won’t be enough jobs for everyone

With $QQQ down almost 4%, tech stocks are getting hit hard. A stock that has been nothing but splendid in October is $BUKS. My top pick for a while now. Keep going!

$LITE is going to be the one buying $MRVL at this rate

Btw I’ve been on vacation that’s why I haven’t been posting much. But I’m back and will ramp it up.

Wait till Trump sees the $INTC stock price. He’ll fix it

$TMDX yes I bought today. For those wondering, I still have some.

$TMDX flight tracker is back up and running smoothly. Thanks @SingularityRes Flights are doing fine guys no reason to panic. What is not going fine are the continuing issues with CHOPS approval. It’s supposed to mimic cold storage so can’t be that complex. Waleed needs to explain what is going on.

$REGN !

I’ve been saying it was time for $REGN there you go

Niners could probably trade Buckner for a 3rd rn price went up. John lynch a genius.

$RDDT lowkey its over. It was a good run.

What’s the sentiment with $INTC into earnings today?

$TMDX yes the tracker is missing flights. It will be okay. They need CHOPS approval for the stock to work.

$FTAI incredible guidance.

$SILC with solid numbers. Slightly above expectations, but cash pile has decreased considerably. In the current environment I would expect the stock to sell off.