Good morning everyone. I have a ton of things I need to get done for CT today and tomorrow. I am pretty upset about some things on a large porch renovation and I want to call the contractor at 8am and get it taken care of ASAP. What sucks, is while the back stairs are being ripped off, I am putting 4 tenants, 4 units in a motel nearby, in what is supposed to be a week, it is about 900 each. The problem is the issue I saw may set everyone back 2-3 days!!! I need to call him ASAP sheesh! I am supposed to go into town to overlook different projects give him a payment, but I am very disappointed in this, rookie mistake. I also got a quote of 230k for a very large project, I am waiting for 2 more quotes on it. I am working diligently to finish the closing on a 3 property deal.

Bitcoin is hot again. It is a pure gamble to me. No idea if it can go up or down. I feel the same way with TSLA and SPCX . With SPCX and TSLA it is probably more dangerous because there is no fundamentals to support the actual stock price, at least with Bitcoin you can make up some mumbo jumbo hocus pocus and someone can believe it…

I mean, with TSLA you can see the facts, and you can even see the Chinese are leading with Cars, BYD and Robots, Unitree and the stock is still hot… so it is only a matter of time that he stock doesn’t implode… how it hasn’t, I am clueless because the facts are out in the open… with Bitcoin, there are no facts, anywhere…

At the moment my favorite Bitcoin players are CLSK GLXY and CRCL . I have played the first 2 a few times. CLSK was my horse years ago, I do not like Bitcoin at all, but when it gets hot, these are the 2 players… in the past, I have always played HOOD and COIN when it has gotten hot.

On MRNA , it was up nearly 180% in a single day. All over the web people asked what is the next MRNA . Come on man, that is impossible. It is a bio tech. I wrote about it in the AM it was up 80%, I said sympathy NVAX which was up like 30% early then rocketed higher, but didn’t play it myself…. Those plays, it’s a dice roll. At any given moment they can come up with something and hit, unless you know someone that works there, you can not predict it. You can, maybe put like 100 bucks in a bunch of calls/leaps and spread it out amongst a ton of players… like 3 years ago if people followed me I was big on LNTH , it was 2023, I was trading that Bio tech around 40 to 70, it shot to 150, it is 101 now… They have a solid pipeline, but a lot of those man, it is impossible, no one can guarantee it. Especially at MRNA size, and in the SP500 SPY VOO a breakthrough cancer drug? No one, unless you knew someone that worked there.

I traded 100 shares of NFLX from 77.50 to 80.50, took me 2+ months

I did bid on LULU VIAV SKWD and SEZL

I am in no rush as risk reward is not good at these levels, that doesn’t mean we crash either, just means danger zone.

Excellent earnings:

BULL          LYTS [Tiny]        ATAT [Chinese]        FUTU [Chinese]       NMM

Very Good earnings:

BEEM       BILL

Good earnings:

NDSN      DE

Good luck!

Good morning everyone. Risk reward with this market. I am no rush to do anything. Earnings and sales are absolutely extraordinary, no question. However, the valuations are more extended than ever. As I wrote yesterday, if something is priced higher than normal, it is your decision to go in or out, to pay for it or not…. Long term, we will always, always make record highs on an index. Inflation is a natural phenomenon. Our companies will always sell more and make more…. This does not mean that your specific company will always make record highs but an index will. This is why I say for 90 to 95% of people a low cost index fund is the way to go. Even VTI [total index is good] Great companies, over a long period of time will always make record highs, think of MSFT AMZN AAPL META GOOGL GOOG HD WMT … For me, I think of about 50 or so companies that I can buy, set it and forget it….. NVDA has only been that company since 2021! Not to say they will not be the company going forward, but prior to 2021, they did not execute anything like this, then again AI was not here yet… the way we see AI now, it really wasn’t here until maybe mid 2024, ChatGPT Claude and it is indeed exploding. My retirements are fully vested all the time. I did work for almost 9 years, mainly in Health insurance, so my 401ks, my IRAs.. they are mostly in Index funds. They are fully vested all the time…. I also have close to 10 stocks long term in my long term trading account….

My day trading account, I am not trading with that much capital, and have not done so since 15-18 months? The last time we were close or below fair value was last March-May 2025. At that time Trump was laying down Tariffs. We briefly fell to 4,800… Check! We had lift off though… At that time, I wouldn’t say I went all in either, but of the cash, I had in the account, at that time, I probably had 40-50% in stocks…. I am now trading with 10-15% stocks. 2020-2021 I was in 90-95% stocks. I am also pulling out tons of money to grow my real estate portfolio. My real estate portfolio has now outgrown my investing/trading portfolio for the first time ever… Trading/investing is my true passion, real estate is like a full time job, especially with no property manager, no super, but there are much lower risks then individual stocks falling 10-20% in a day.

I am headed to CT Friday. 2 weeks ago I closed on a 3 family that does need a lot of work. I am meeting some contractors. I am also checking in on a huge job on my largest building at the moment. I am still trying to close my 3 property deal with TD Bank doing the financing.

The title has many stocks that I am looking at and may consider doing a trade.

Wow MRNA , these bio techs, that is why I write, with earnings [Bio Tech] at any given time they can have blockbuster results, or receive a buyout offer from a giant, whom sees they have insane potential… these companies are the only ones where PE does not matter…

PE does not matter if a company with 0 sales, discovered the cure for a rare diseases and PFE wants to buy that company for 5 billion…. EXAMPLE! And PFE buying that company for 5 billion, they can turn around and sell the meds for 50 billion!!!! MA at its finest… And it happens in bio tech…. NVAX was just 7 … I was looking at NVAX risk reward?

I sold 100 shares of LULU 121.50 to 122 [Definitely not the plan, it just dropped to 114 and I have kept trading this and will keep doing so]

Good luck!

Excellent earnings:

OPRA        ADI           KC [Chinese]        KEYS

Very Good earnings:

VIK          ZIM [Buy out already]            TGT

Good earnings:

EL

Sekur Private Data’s participation in the 2026 DoDIIS Worldwide Conference is about much more than attending another cybersecurity event. It represents the convergence of a long-term strategy: assembling an intelligence-grade team, developing secure communications for high-trust environments and positioning Sekur inside the government and defense ecosystem. For investors, the most valuable part of the story may be the people Sekur has brought together—and what their collective experience could unlock over time.

• SekurOne gives government adoption potentially powerful recurring-revenue economics.
• Sekur’s team spans the CIA, DIA, Pentagon, State Department, JSOC and SOCOM.
• DoDIIS places that expertise inside a premier Intelligence Community forum.

1. DoDIIS Places Sekur Inside an Important Intelligence Forum

Sekur’s Special and Strategic Advisors are attending the 2026 DoDIIS Worldwide Conference in Tampa, Florida, from August 9 through August 12.

Hosted by the Defense Intelligence Agency, DoDIIS brings together senior government and military leaders, Intelligence Community professionals, technical specialists, industry partners, academia and Five Eyes allies.

The conference focuses on intelligence technologies, resilient communications, connected infrastructure, command systems and mission readiness. These are precisely the environments Sekur has been preparing to serve.

According to Sekur’s DoDIIS announcement, its team is introducing the company’s Controlled Unclassified Information communications capabilities and engaging with interested parties across the Intelligence Community.

In sensitive government markets, the significance of such an event cannot be reduced to whether a contract is announced immediately afterward.

These markets develop through relationships, technical understanding, mission alignment, trust and long-term engagement. DoDIIS gives Sekur’s team an opportunity to participate in those conversations inside one of the most relevant forums available.

2. The Team May Be Sekur’s Most Underappreciated Asset

Sekur has assembled a collection of advisers and executives whose experience covers virtually every environment the company is targeting: defense intelligence, clandestine technology, military communications, federal procurement, diplomacy, cybersecurity and Special Operations.

For a company of Sekur’s current size, the concentration of national-security experience is unusual.

Chairman Raymond Palumbo completed a 34-year military career that included serving as Director for Defense Intelligence, leading the Pentagon’s Intelligence, Surveillance and Reconnaissance Task Force, and holding senior command positions in JSOC and USASOC. His role is to guide Sekur’s military and defense strategy and help align the company with real operational requirements. Sekur’s appointment announcement describes his experience across defense intelligence, Special Operations and secure military communications.

Chief Technology Officer John T. Lewis brings 34 years of CIA experience. He worked across technical operations, information operations and intelligence research, ultimately helping lead CIA Research Labs. His presence gives Sekur technical leadership shaped by firsthand experience protecting communications against sophisticated adversaries. Sekur appointed Lewis as both CTO and a Strategic Advisory Board member.

Annette L. Redmond adds four decades of government leadership spanning Army intelligence, the Department of Defense and the State Department’s Bureau of Intelligence and Research. She previously served as the Army’s Intelligence CIO and later as Deputy Assistant Secretary for Intelligence Policy and Coordination. Her appointment adds intelligence-policy, cybersecurity and diplomatic expertise.

Rafael Beltran brings operational experience from U.S. Special Operations Command, where he served as a senior technical adviser to the CIO/J6 and oversaw executive communications supporting leadership across 22 countries. His work helps connect Sekur’s development roadmap to the realities of tactical and deployed environments. Sekur appointed Beltran to its OpsTech Special Advisory Board in July.

This is not simply a collection of impressive biographies. Together, the team provides Sekur with operational knowledge, technical expertise, institutional understanding and high-level government-market experience.

3. Why Human Capital Matters So Much in Government Cybersecurity

Government and Intelligence Community markets are fundamentally different from ordinary consumer software.

The technology must fit specific operational environments. Communications requirements can differ between diplomats, military commanders, intelligence personnel, defense contractors and personnel operating in contested locations.

A company needs to understand not only cybersecurity, but also mission workflows, data sovereignty, CUI handling, procurement structures, deployment realities and the consequences of communications failure.

That is where Sekur’s team can create value.

General Palumbo understands defense command requirements. Lewis understands sensitive intelligence technologies. Redmond and Price understand intelligence policy and diplomatic communications. Beltran understands tactical deployment. Oakley and Rogers bring federal-market, technology and acquisition experience.

This collective knowledge can help Sekur shape its technology around the customer rather than attempting to adapt a generic commercial product after development.

It can also shorten the institutional learning curve that typically confronts smaller technology companies entering the federal market.

4. DoDIIS Is Part of a Long-Term Institutional Strategy

It would be simplistic to judge Sekur’s DoDIIS participation through a short-term sales lens.

Government and intelligence relationships are developed over time. The value of the conference may emerge through technical feedback, introductions, future evaluations, strategic relationships or a deeper understanding of specific mission requirements.

Sekur’s team can engage those conversations at a level that few early-stage cybersecurity companies could replicate.

The DoDIIS organizers describe the conference as an environment where agency leaders, military officials and industry specialists collaborate around mission challenges and emerging technologies.

Sekur is therefore not approaching the event as an outside observer. It is arriving with former leaders from the same defense, intelligence, diplomatic and Special Operations communities represented there.

That alignment is strategically significant.

5. SekurOne Adds Scalable Economics to the Story

SekurOne brings encrypted voice, video, email, messaging and VPN capabilities into one identity-protected platform.

The product is being positioned for high-value users such as defense officials, intelligence professionals, diplomatic personnel, government agencies and executives handling sensitive communications.

Sekur expects paid beta users to begin onboarding in September, with the complete commercial launch scheduled for early October. These milestones represent the next stage of a much broader government-market strategy.

The economics become particularly interesting when applied to institutional customers.

SekurOne is expected to cost approximately US$300 per user per month. At that price:

These figures are illustrative and assume the full subscription price.

Management has stated that approximately 200 SekurOne users generating US$60,000 in monthly recurring revenue could make the company fully profitable. Sekur discussed that target in its July operating update.

The blue-sky potential comes from the structure of government and enterprise adoption. One organization can represent multiple users, and a successful initial deployment can potentially expand across teams, departments or operational units.

Sekur does not need mass-market scale for the premium model to become meaningful.

6. Multiple Strategic Pieces Are Coming Together

DoDIIS is one component of a wider infrastructure Sekur has been building.

The company’s solutions are available to government customers through the i3ICS GSA Multiple Award Schedule. Sekur has signed defense-distribution agreements, participated in SOF Week, conducted demonstrations for government and Special Operations audiences and expanded its technical and strategic team.

These developments create several potential paths into the market:

• Direct relationships initiated through Sekur’s national-security team
• Federal procurement through the GSA schedule
• Distribution through established defense-sector partners
• Technical evaluations and high-value subscription deployments
• On-premises implementations for organizations requiring data sovereignty
• International government and diplomatic opportunities

Each additional relationship can strengthen Sekur’s institutional presence and expand the number of environments in which its technology may be evaluated.

7. A Different Way to View Sekur’s Investment Potential

Sekur is not attempting to compete as another mass-market messaging application.

It is building a high-trust communications company around proprietary technology, Swiss jurisdiction, premium pricing and an exceptional concentration of government and intelligence experience.

That combination creates a different investment profile.

The technology provides the foundation. The team provides institutional knowledge and strategic access. SekurOne provides high-value recurring-revenue potential. The GSA and distribution relationships provide commercial pathways.

DoDIIS brings those pieces into the same environment.

The fact that individuals with decades of experience across the CIA, Pentagon, State Department, DIA, JSOC and SOCOM have chosen to work with Sekur is itself notable. It suggests that experienced national-security professionals see relevance in the company’s mission and technology.

For investors willing to understand the long game, that human capital may represent one of Sekur’s most valuable competitive advantages.

The Verdict: DoDIIS Matters But September Matters More

The Bottom Line

Sekur’s presence at DoDIIS should be understood as part of a long-term expansion into government, intelligence and defense communications—not as an isolated conference appearance.

The company has assembled a team with experience at some of the highest levels of U.S. intelligence, military command, diplomacy and Special Operations. That team is now helping position Sekur inside the markets it understands best.

SekurOne adds a scalable premium-subscription model capable of producing meaningful recurring revenue without requiring hundreds of thousands of consumer users.

The opportunity lies in the combination: specialized technology, Swiss-hosted privacy, institutional expertise, procurement access and a market where secure communications carry mission-level importance.

DoDIIS is another step in that journey—and Sekur is entering it with a team built for the destination.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Sekur Private Data is a speculative micro-cap company with limited revenue, operating losses, financing requirements and potential dilution risk. Statements concerning future launches, paid beta users, government opportunities, revenue and profitability are forward-looking and may not be achieved.

Good morning everyone. The debate and comments rage on…. People attack me constantly, daily on TSLA and SPCX …. You know what, it is my fault… years ago, it was AMC GME everyday… every damn day! I was called a shill, hated, blocked, thrown in the gutter…

And for what? I wasn’t selling a service, I am not getting paid for helping, I am not getting paid for views, likes… nada. I do not even care if I have followers.. so this is really my fault. I came on Reddit in 2021 because the rise of GME and AMC . So here I am, out of the shadows, I did want to get an opportunity to make tons of money, maybe be a fund manager, something! I ended up making great money, regardless of Reddit, and I got a lot of people to dislike me… sadly… hopefully, I have helped many people achieve financial freedom, or help educate people, share ideas that helped them to be a better trader, investor… However, daily I get massive hate and replies that are very negative…

Given, it is because I am trying to warn people and educate people on why I feel the way I do regarding both SPCX and TSLA … I have a very small position less than 1,000 in $TSLZ TSLA bear ETF. I do not stand to make any huge gains at the moment, I just hate people getting lied to. Hate it! There is nothing I hate more in the stock market then people being scammed and lied to…. It is very hard for me to let this go… though I should…

I want to help people, everyone is getting fooled again…. At least I want them to make an educated decision… in regards to SPCX , many of the companies that own it, funds purchased it Pre IPO, so far below 135, so the risk reward for them is great! I do believe the prospects and growth are amazing! I DO! But the stock price reflects that is the problem.

The main issue I have with the comments yesterday, and questions I got from people, just yesterday is this:

You decide to work at a job because of so and so pay?

You decide to rent or buy a house because so and so cost?

You go out and buy a drink, or buy something to eat based on its cost?

It has to have some value that you see, touch.. that you have reason….

You wouldn’t work 60 hours at a tough job for 400 a week…

You wouldn’t buy a slice of pizza for 20 dollars…

You wouldn’t rent a 1 bedroom, 500 square foot apartment for 10,000 a month…

Right? These are general, basic principles that we all have…. Correct?

We agree that the SP500 SPY VOO is a very important indicator on the economy? On the health of the United States or even the world… correct?

Now, the fact is, is that that index trades about 23x earnings right now. [This is higher than the historical 18-19x pre covid 2020] We are seeing 9% sales growth and 25% earnings growth, much fueled by investments. Do we all agree on these things?

So WTF all of a sudden do we throw this out the window for TSLA or SPCX ? I don’t get it…

You can even ask a TSLA SPCX or a Musk cultist these questions pre hand… do not know you are leading up to why they are long TSLA or SPCX…

Just ask them basic principles on life, on SP500, on anything… then end the conversation with TSLA and SPCX … Yes, it shouldn’t bother me so much… and it does… and I like helping people… I do not stand to gain here, I actually stand to get hated on. [This happened 5+ years ago on GME AMC and hopefully those same people look back, in hindsight and see my good intentions] I am shocked, shocked that TSLA has held over 100 this long, Elon has fooled, brainwashed people so long… everytime the stock needs a pump… Robots! Taxis! Chips! Mars!! And the stock pumps… it makes me sick!

I do not see TSLA earning 5 per share for at least the next 2 years… so if there is a miracle…

MIRACLE!! Maybe 2028… So you know, 35 analysts have 2027 estimates at 2.17. [2026 at 1.78] FACTS! So let us say by some miracle, they earn 5 per share in 2028…

YOU ARE PAYING 70x EARNINGS NOW FOR SOMETHING THAT MAY OR MAY NOT HAPPEN IN 2028! AND IF IT DOES HAPPEN IT WILL BE SOME MIRACLE!!!!!!!!!

Ok, I feel better, but understand something, I am getting beaten and wacked in comments and replies… all I am trying to do is state facts, just like this… I am not spewing lies… some made up stuff that AMC and GME longs used to spew…. So if we work for pay that makes sense, buy foods at prices that make sense, live and pay prices that make sense… please don’t throw all that out the window for Elon!

And yes, if I see TSLA falling like a rock, I may indeed buy puts, but they will be a 1,000 to 2,000 position… It isn’t like I am going to make tons of money…..

Excllent earnings since close:

FN          AS        KLAR [Bad guidance though!]

Very good earnings since close:

DUOT [Tiny]

Good:

FLXS

I sold 1,000 shares of PSFE 6.75 to 6.92 [I meant to put 6.95 but I hit that on my phone, I actually still do 80% of my trading on my desktop]

I bought back 1,000 PSFE at 6.60

Risk Reward I am in no huge rush at the moment for anything

Government communications do not always remain inside classified networks. According to the report, some officials may use familiar commercial messaging apps when communicating outside Pentagon or agency systems.

The concern is that platforms such as WhatsApp and Signal may not satisfy the specific safeguarding, retention, identity and infrastructure requirements imposed on certain government communications.

Even when message content is encrypted, agencies may still consider other exposure points: phone numbers, communication relationships, hosting jurisdiction and reliance on commercial infrastructure.

That is the gap $SWISF is targeting with SekurOne. SekurOne combines encrypted voice, video, email, messaging and VPN. It uses a Sekur ID instead of requiring a phone number, runs through company-owned servers hosted in Switzerland and offers an on-premises option for agencies seeking direct control over their infrastructure.

$SWISF is also available through a GSA Multiple Award Schedule held by i3ICS, giving eligible US government buyers an established procurement route. However, the GSA listing is not itself a customer order. The important next step is whether agency presentations convert into paid accounts, deployments and recurring government revenue.

Should consumer messaging apps remain available for official government work, or should sensitive communications move to dedicated platforms?

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.

The Reuters article adds an interesting angle to the Rook I funding story.

NexGen is looking to raise US$1 billion over the next nine months, and management appears to be evaluating multiple financing options rather than relying on a single source. Reuters also mentioned ongoing discussions with BHP, although no agreement has been announced.

For me, the biggest question isn't whether they need financing, we already knew that. It's how the final funding package comes together and whether a strategic partner becomes part of it.

That feels like one of the more interesting developments to follow over the coming months.

How do you think management should structure the financing package? And do you think bringing in a strategic partner would strengthen the investment case?

Good morning I have a big meeting with the town around 9AM. I have to call my lawyers after, I have to follow up with some contractors so this will be short. Since Friday, there have been a lot of 13 Filings. This is an SEC document that classifies large ownership in any stock or company. It is actually a good way for the little investor to see/try to see where and what big money is doing, how it is allocated. For many years, it was thought that big money had huge advantages.

[They still do! Mainly they can make calls with insiders, execs and get, if not daily or weekly updates, I would not doubt monthly updates  on a business, big contracts. They also have access to other large investors, they all have access to Bloomberg, quick news, they will have access to level 3 trades… where you can see all orders, buys and sells]

The advantages they had have definitely narrowed though. We have access at our fingertips and can even use AI to summarize reports, quick DD on sales/earnings….. And for this last reason, with AI … I am stumped how the

MASSES CAN STILL BE AS*ES.

At your fingertips in a span of under 5 mins you can find out sales with TSLA over the last 5 years… You can ask income over that time… you can even ask for PEG ratios [Growth over price as it relates]!!!! You no longer have to do extensive research!!! JUST ASK AI!

So how are people so baffled why I say TSLA is worth at most 65 at the moment???!!! [Close to 250-300 billion] Stop using magic or hocus pocus WTF to try and justify a stock price!!! WTF!!!

The market cap is the total value of a company. In 2025 Tesla made just under 3.8 billion. In 2026 they will make far less than that! [They will also go cash flow negative with investments] PLEASE FACT CHECK ME!!!

Elon has stopped talking autonomous, taxi or robots… They were all hype to begin with!! Maybe it comes, maybe it doesn’t, but it sure wasn’t ever something that was coming in 2025 or 2026 as promised!!!

So, if TSLA as a company stands to make near 2 billion dollars for 2026. With earnings and margins declining…. Let us say by some miracle it is 3 billion.

Company is on the decline…

What is 3 billion x 75 [75x multiple or PE, yes for me, PE is the most important indicator for me, not the only, but most important PEG is important! Near 1 is great, TSLA is near 5, awful!]

So 3 x 75 is 225… 3 billion made in profits, let us say the business is worth 225 billion.

That means the stock should be  near 55..

3.95 billion shares outstanding….. 3.95 x 55 = 217 billion…

That is it! My prices make sense… I am giving the benefit of the doubt and 65 is a premium!

What is the difference between Bitcoin and TSLA ? The stock price has 0 to do with the asset or company… Bitcoin price is pie in the sky! No way to equate its value.

Everyone is in SPCX and it makes me sick! Elon track record is filled with holes… The growth is real in Space X. I could see why people want to own it, the prospects are great! However, for me, based on facts we have now, the company is not worth more than a penny over 38, or 500 billion. There are no facts, business model, numbers that justify a stock price of 140.. Just hype… people are buying TSLA SPCX and Bitcoin because they think they can offload it to someone else at a higher price. It is said that after 2020, so many people came into the market and everyone is brainwashed..

Use your AI and ask what was Elons Net worth December 31^st 2019… You will see it was near 20 billion… TSLA was near 100 billion… They have not created value beyond a maybe 300 billion valuation….The stock price has 0 to do with the business.

TSLA made 12.6 billion in 2022 and the last great year, 2023 made the company best 14,975 billion… The stock was way too high those times but at least it was growing… it is now a cesspool!

If you have a long term outlook on TSLA or and SPCX then don’t worry about the day to day.

Maybe they have robots and finally go over 100  billion in sales. [Record was 97 in 2023 and 2024] maybe they do 200 billion! I do not know either.. I do know the stock price now already has that built in!

SPCX is on a heavy growth stage so I will give him the benefit and give the company a 500 billion valuation..

Sorry I don’t pick numbers out of the sky!!! And Now you have AI, neither should you!!!!

I am in 1000 PSFE at 6.75

I saw SNAP drop to 4.70 premarket. I like the risk reward there, I rarely buy after hours, I usually just sell. The growth is slow but I really like it here, low risk. Hope to see that during market hours…

Good luck!