$1,000 follows their calls into $841
- Win rate
- 40%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #264
- 3 ranked closes
- Longest streak 2
$1,000 follows their calls into $841
Fajasy@StableBreadMy investing thesis in a nutshell (w/examples): 1) Buy with a strong margin of safety or stock price near/below cash and/or book value. 2) Buy in industries and/or markets where the money is flowing. Makes it a lot easier. 3) Buy the best early and/or the most overlooked in that
Fajasy@StableBreadAI labs and data labeling companies (firms that turn experts’ knowledge into training data for the labs) could make my $12-19M sale range for Nubeva Technologies $NBVAF (TSXV: $NBVA) look conservative. My previous write-up’s sale comps were five cybersecurity companies buying
Fajasy@StableBreadThe Elmet Group $ELMT calls itself the only US-owned, US-based maker of highly engineered tungsten and molybdenum products. But the company is mostly a moly company, and that's where chip demand may be heading. $ELMT doesn't mine. It buys concentrate and oxide from the US,



Fajasy@StableBreadEnergy Fuels $UUUU, the largest U.S. uranium producer, fell 10% to $8.34 on October 14, a new 52-week low, the day after it filed to sell another $500M of stock through its at-the-market offering (ATM). Energy Fuels had already sold ~$300M of stock through the program, and at




Fajasy@StableBreadWhen the FinTwit crowd was pumpin $BCAR in a manic bullish AI data center period, I was publishing my objective, although clearly non-favorable view on the stock. Almost no one listened. Now look at the result! 🤷🏽♂️ Don't forget. If someone calls something a "speciulative bet" h

Fajasy@StableBreadExascale $BCAR and Boost Run $WLAC (now $BRUN) are AI infrastructure operators taking the SPAC route to public markets. Both run asset-light models that operate inside partner data centers rather than building their own facilities, and both feature small revenue bases trying to

