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tape livemanual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape livemanual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice
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Korean Stocks Are F***ED!!! Anthropic WON..? Trump's FAVORITE Stock (oh no)

Notthreadguy / OTHER / Jun 14

Original video
Published evidence reviewed

Probably think Hyperliquid and Lido are still under-owned. They both have strong business fundamentals while hitting the current regulatory zeitgeist. Target $69 and $2.

Public claims published

3 published market points linked to reviewed evidence.

Published market points
100:47longdirectional thesisLDO

Under-owned with strong fundamentals on the cusp of regulatory acceptance; $2 target relayed and endorsed

Probably think Hyperliquid and Lido are still under-owned. They both have strong business fundamentals while hitting the current regulatory zeitgeist. Target $69 and $2.

-100.00%price pending
31:41longdirectional thesisNOW

Switching costs so high nobody can leave; recurring revenue locked in like a McDonald's ice cream trap

the ultimate bull case for ServiceNow is that it's so complicated and intricate and integrated into so many companies that it would cost all of these public companies more money to get away from ServiceNow than it would to just keep them.

-100.00%price pending
95:27longdirectional thesisMP

Pentagon owns 10% and guarantees a $110/kg price floor on 78% of MP's revenue

MP Materials he owns 10% of... The Pentagon invested $400 million in newly created preferred stock and established a 10-year offtake and price floor agreement.

-100.00%price pending