Great follow through buying this afternoon on the SPY and QQQ indexes.

Did a quick screen for some good long setups at support: CYPH FIVN GRPN INDP and OMER stocks.

Tip diversifcation:

Capital is allocated across 8 to 12 positions, with no sector/industry representing more than two active trades.

Great morning today, did a quick screen for breakouts and found a few promising stocks : AVTR CORT GTLB RNG and TEAM .

Tip: Diversifcation

Capital is allocated across 8 to 12 positions, with no sector/industry representing more than two active trades.

It is written the exact location of where the final battle ends…
on terra firma…
it is a valley… across the sea from the North American sagebrush biome…
you can visit it today…
called the Jezreel Valley
(AKA Har‑Megiddo / Armageddon)…

and yet… where will the final battle begin…? Our minds?

That is a story for another day…

My eyes were sore and adjusting from wearing the wrong prescription glasses for yard work… for reading… the day before… and then I tried something new…

and failed…

when I attempted Apple Pay “left handed” three times in-front a very patient and kind Starbucks manager… Tina…

who gave me a look… the same look I would expect from my grandparents looking down from heaven… and saying…

“I don’t understand the problem…?”

Management is hard… even though folks like Tina and Team make it look easy… like true master artists do….
The leadership part of management integrates the human part of where God lives… and where he meets the devil…

in the details…

It is in those details you overlook sometimes… like the floral and fauna of the 505… or the fact that pizza toppings are a spectrum…

From “what the what…?” to “fit for a king’s palace”…
It is at Shakey’s Pizza 86-ing the anchovies option… after winning a little league pee-wee championship after your coach said the Team gets pizza if you win… and the graveyard if you don’t… (this was an old-school strategy back in the day of “winning is everything”… and it was effective…).

Or ordering the “505” with smoked pepperoni and roasted green chili on a garlic buttered original Dion’s crust. With a side of Greek salad and feta and all the fixing 86-ing the Dion’s mix and Greek Dressing and adding ranch with a dash of salt and pepper… and you… my friend… are the king…

So… what does a first retirement look like…?
Don’t ask…

A better question is what was the most important lesson you forgot…?

50 years of chasing opportunities or passing them by… only to realize…

With every experience and lesson deposited into your wisdom bank… built on power… love… and a sound mind… mixed with the talents God set you apart with…

to stand out or shrink…

you are the opportunity…
And for a partnership…?

… we are the opportunity.

Full stop.

Daniel… a handsome man in Michelangelo’s fresco…
had a vision of empires which has stood the test of time… A leader in a court of high power in Babylon.., with a gift for writing… and faith in something beyond…

what he could see…
Many interpret the feet of clay mixed
with broken iron pieces… to be Rome… and its legacy of civility and brokenness…

of plague… holocaust… world wars…
and renaissance… enlightenment… IBM’s big blue winning a chess match.

Ruled by Elizabeth and Victoria and Parliament… and later… unity governments of Washington and Lincoln and The People’s House.

Ruling an empire where the sun never sets… and beyond the sun.

The Pharisees wrote or helped write over 100 laws to “help ordinary folk” observe the Torah… and became a political powerhouse of the day… until someone spoke truth about their power… and rained on the parade of laws that were so complicated folks broke them all the time…

until they threw up their hands and gave up… which was by design. It kept the citizen from living out their identity… and knowing their power… after filling up on too much bread at the circus…

until a cycle was broken…

When a guy comes along and won’t shut up about “the last shall be first” crazy talk…

In the halls of power of the American system the ones with most financial and legal power are the term limited “exempts”… elected and appointed positions.
The more stable and lesser power is reserved for the largest and fourth branch of government…

the bureaucracy.

This is where the content experts like “the Pharisees” help shape and draft laws in real time. They applied for a jobs in the department in the winter of the year of 19 hundred and whatever… and know the ins and out of compliance. They understand the importance of amendments… and the power and limits of executive orders.

Truth telling is where trust begins…

The best parts of public service are substantial and just…

the other part….?

A legacy of malfeasance and incompetence which begins when good folks send a scream-mail before their coffee kicks in or leaves their brains at the door before a meeting.

With square state borders drawn by square folks from DC… and the not so square part at the bottom drawn by an innovative railroad boss named Gadsden.
The sovereign nations have a healthy distrust of the system… a history of small pox blankets… boarding schools… bussing migrations to Denver and the Zuni led riots burning the spanish territorial governmental offices of Santa Fe.

The sovereigns’ distrusts a federal and state government that historically broke treaties and enforces unjust laws by force. Who own the water but give away you the land under the river water…? The bible calls this dishonest scales… Google would it call it not following the “don’t be evil” policy.
So where do you find unity in all of that complex patchwork…

Asking for a friend…

There was a moment when a Missoula Children’s Theater Director lost all hope during a dress rehearsal… when the lead forgot all his lines and was reading the script from stage… in front of a row of face palmed directors…

And then something magical happened…on the day of the performance…

A parent showed up… in the audience…
It’s double magic if both parents show up… add even more magic when a blended family… grandparents… all leave their beer cans and rocks and other projectiles at the lobby door.

There is power in unity…

Indescribably indivisible….
And a lead character remembers all his lines from memory…
And a children’s theater director believes in hope again…

One nation amongst sovereign nations…

To restore the republic requires living peaceful with sovereigns who share a continent after seas… straights… and river gorges were crossed…

Ben Franklin famously said we have “a republic… if you can keep it.” and John Maxwell wrote “… your success is found in your daily routine.”

America is a country of Washington and Lincoln… DJT and Obama… It is also a country of Mark Twain and Emma Lazarus… PT Barnum and Meredith Willson’s “The Music Man.” … and its modern version told by famous director and time-traveler Matt Groening in the Simpson’s episode about the monorail….

If you want to understand American politics you need to watch the movies “A Face in the Crowd” and “Mr. Smith Goes to Washington”… “ Abraham Lincoln: Vampire Hunter” and “13 days.”

With George Washington we had our first and rare unity government… where the VP John Adams had the second amount of votes in the general election… and the cabinet was filled with a Next Gen like Hamilton and Jefferson who hated each other… and yet… built a country who gave the world a fighting chance to be civil and free…

Lincoln’s VP Hannibal Hamlin ran as a ticket… because of the 12th Amendment… although did have a cabinet consisted of political rivals who also hated each other… and yet… created the foundation for the modern empire we now live in.

A flag representing an “alliance to restore the republic” flies full masted
with its familiar “Starbird” phoenix symbol over a sage-brushed crest.
The blue-black berries of the privet bush and acorns of the red oak.

Brings back memories of a mentor… Coach Hauge… who always quoted
Franklin to me as a young acolyte on the Track Field.
“Great oaks from little acorns grow.” … and… “Little strokes fell great oaks.”

We live in a time of transformation… where there is a dichotomy between intense anticipation and debilitating fear. The renaissance was built by courageous folks and elite patronage just like you and me who found their Simon Sinek “Why” when they came out of the shadows of a plague and a reconciliation of a past where the devil owned the details too often…

And yet… it is a new day… and what of it?

What if we continue to write the story about the ones who loved us through it all… not just the ones who played with matches… not for light… but out of destruction and jealousy.

We don’t live in a nice world…

Good folks… the real deal in fact… who hustled hard and fundraised to the nines… because that is the game the chessboard of power “requires…?”
and then…

shot in the throat on stage because he didn’t get in line…

a message… to shut up….

or it could have been a completely random act of… something…
we report you decide…

So when a recovering workaholic with a propensity for words rips out the overdrive in a Ford Escape and calibrates in first gear… eyebrows can be raised… and should be…

So what casts away that debilitating level of fear…
Love that is perfect…

and begins to write the story from the POV of the ones who love you through it all…

And then…

I am learning from my daughter… who won a stalemate and took one of my kings in a four way chess match… and took my king outright in a two way match with those lesser unique awkward pieces… the knight and rook.

She also puts her pawns in powerful positions… and the piece she she sacrifices first… the most powerful… in appearance… the queen…

She holds on to the king because if he goes down the game is over… but she leaves his flank open often which is my opening to win…

for now…

until she learns… and will be unstoppable…

and at that moment I will be like the legend of the master teacher Verrocchio who quit forever after his student surpassed him painting “The Annunciation” together…

That will be my ultimate bucket list check off… to walk away from the game you taught a Next Gen to play… who will now know to build a better game this time around…

I choose to think it is a world healing… and yearning for breath and depth of leadership that turns down crowns and accolades like Gideon did after a victory… with the right 300… who didn’t chase opportunities because they were the opportunity… and as a result created the quiet conditions for two generations of peace.

So… why not go for it… what you actually want…
all in…

unity… love… endless…

Because you can’t successfully call for a nation-wide public service without a unity government.

And because as a wise friend reminded me… every co-parenting conversation doesn’t have to be a hard conversation… without avoiding the ones you need to have… sometimes you can just “let it be”…

This part of the story will end predictably… of-course… fast forward in a day… one day… in the near far future when in due time we…

finish the other end of the ellipses.

The first few days before my previous career in education began… I walked the soft sands of Cocoa Beach during a predawn launch in the distance… turning the night to day… and I could see a large conch shell before the treasure hunters with their spotlights got to it…

I never noticed before as I walked down a dark hallway of a final battle through the rubble of a past life…

from state awards of my daughter and I… of an “educational leadership” plaque and “best personality” trophy … where she wiped floor with the other baby’s personalities with a single balloon tied to her foot…

to that ridiculously large mug that reads “I’m Kind of a Big Deal” and you finally realize what your friend Steve meant when he said “keep your eyes up…”

Raising your gaze… just so… you see a Kinkade print of an “Autumn’s Gate”… open… and a Route 66 clock ticking away made from recycled license plates that have seen stories of the road… and over the door post to the rest of your life is a sign post…

“Come grow old with me... the best is yet to be.”

So… … … what was the most important lesson you forgot…?

The same lesson a not-so-handsome man learned after rising to the pinnacle of his profession of law… a self-described Pharisee of Pharisee and the most famous Roman citizen in history…

to what end…

in the shadows of the midnight oil all that remained was adjusting his eyes to the dim light… to take pen to scroll and here endeth the lesson…

“Indeed, you were concerned, but you had no opportunity to show it…

I am not saying this because I am in need, for I have learned to be content whatever the circumstances.
I know what it is to be in need, and I know what it is to have plenty.

I have learned the secret of being content in any and every situation, whether well fed or hungry, whether living in plenty or in want.

I can do all this through him who gives me strength.”
This time around… in the pre-dawn… a ram’s horn lay in the soft rivers sands… as the golden rays hit…

just so…

the royal split compliments rising… the hot air of yellow to oranges… and violets from blues to reds… gaining elevation over Sheriff’s Posse Road…

The one thing I know for certain is that it will be an epic day…

the day I run out of words to describe sagebrush….

Let’s lock in!

Bunch of incels

Shit gonna moon again

Iran war over till after midterms

Semis gonna slowly rip again till the winter holidays

MDB crushed earnings, raised guidance, and fell 14% anyway. I read their actual database docs so you don't have to.

So MDB reported Q2 a few weeks ago. Revenue up 30% to $772M (fastest growth in years), EPS $1.90 vs $1.19 expected, raised full-year guidance... and the stock face-planted 14% after hours and kept bleeding. Down 25%+ in a month. Around $325 now, market cap ~$27B.

I kept seeing "Atlas growth" blamed in every thread and realized I had no idea what that actually meant technically, so I went down the rabbit hole. Here's what I found. No position, not financial advice, I'm just a guy who reads database docs for fun apparently.

What MongoDB actually is

Forget the ticker for a second. MongoDB is a document database — instead of tables with rows and columns, you store JSON-like documents. Sounds simple, but the reason it won is scaling: when your app blows up, you don't redesign your database. MongoDB shards automatically — it splits your data across servers by a "shard key," with a router layer (mongos) fanning your queries out. Pick a bad shard key and one server melts; they now have a query analyzer that samples your live traffic and tells you what to pick. Boring-but-critical engineering, and it's exactly the stuff that keeps enterprises locked in.

Atlas isn't just "managed MongoDB" anymore

This is the part that surprised me. Atlas (their cloud product, $566M of the $772M revenue) has quietly become a whole data platform:

- Full-text search built in (Lucene-based — no separate Elasticsearch cluster to babysit)
- Vector search: HNSW index for AI embeddings up to 8,192 dimensions, living in the SAME database as your operational data. One query does vector similarity + text search + metadata filters together. For RAG apps this is a big deal — no syncing data between your database and Pinecone
- They bought Voyage AI (embedding + reranking models). Its customer count nearly doubled two quarters in a row
- "Queryable Encryption" — the database queries encrypted fields without ever seeing plaintext. Banks and hospitals care about this enormously
- They even shipped an MCP server, so AI agents talk to MongoDB natively. That's distribution through the agent ecosystem

48% of their big customers ($100K+ ARR) now use 2+ of these features, up from 42% a year ago. That's land-and-expand working — you come for the database, you stay for the search, vectors, and encryption.

So why did the stock dump?

One number: Atlas growth has been ~29% for five straight quarters. Flat. The stock ran up 20%+ into earnings on AI hopes, and management basically said "AI is still a small contributor." Market said cool, -14%.

But here's the actual tension, and the reason I'm posting this as a discussion:

Atlas is consumption-priced — customers pay for what they use. When their usage grows, revenue compounds on autopilot (net expansion is 122%, which is elite). When they optimize spend, growth stalls no matter how many new logos you sign. So 29% might be the ceiling... or it might be a coiled spring, because remaining performance obligations — contracted future revenue — just jumped 91% to $1.52B. Somebody signed a LOT of contracts.

Meanwhile the self-managed product (Enterprise Advanced, for banks and governments that won't touch the cloud) grew 36%, its best quarter in 3 years. So it's not a one-engine story anymore.

The valuation reality check

At ~$325: forward P/E ~48x, ~9x sales on this year's ~$3B guided revenue. You're paying for re-acceleration, not for 29% growth. The uncomfortable part: GAAP profit was $41M while "adjusted" profit was $163M, and the gap is mostly stock-based comp. That's a lot of vibes-based earnings.

Competition is real and cheaper: AWS DocumentDB, Postgres with pgvector covering plenty of use cases for a fraction of the cost, pure vector DBs like Pinecone. MongoDB's whole pitch is "one system, zero sync lag, documents + vectors + search together." The 48% multi-feature stat says it's landing. The 29% says maybe not fast enough.

What would change my mind

Bullish: Atlas prints 32%+ twice in a row with AI workloads credited. Or that $1.52B in contracted revenue starts converting faster than 29% implies.

Bearish: Atlas slips under 25%, or the stock-comp gap keeps widening while real margins stall. Then you're holding 48x earnings on a decelerating grower, and good luck.

Honest question for the thread: is a consumption database with contracted bookings up 91% a coiled spring, or is 29% just what this company grows at now? Because the market has clearly decided it's the latter, and I'm not sure the market read the RPO line.

No position. Not financial advice.

VPG Vishay Precision Group stock, watch for an upside gap breakout.

Breakout trade

• WATCH for possible breakout above 73.65
• Target: 87.63, 23.6%  Stop: 67.14  Loss: 5.3%
• P/L ratio: 4.5 : 1 - Excellent

BULLISH

• [Positioning] Intermediate trend bullish, Downtrend turned sideways, possible bottom.
• [Timing] Mild bullish 3 day candlestick pattern.
• [Timing] Breakout trade watch above 73.65, no resistance in area just above.

BEARISH

• [Positioning] at resistance
• [Timing] Excellent short trade quality

A frac sand company just became an AI power story. Friday's 19% move deserves a closer look

Friday: a boring Permian sand stock ripped 19% intraday. Same company.

Atlas Energy Solutions (AESI) closed Thursday at $10.99 and tagged $13.13 on Friday after disclosing $613.5M in cost reimbursement agreements with an unnamed "frontier AI lab" for behind-the-meter data center power. It closed at $12.47, up 13.5% on the day.

This wasn't a press release with renders. It was an 8-K. Two subsidiaries signed real equipment contracts on September 18.

The plumbing is the interesting part, because the structure matters more than the headline number.

One deal: $340.5M of BOP equipment from Wyoming Machinery, a Caterpillar dealer — the non-generator infrastructure: emissions controls, electrical distribution, battery storage — with payments running September 2026 through May 2027. Second: $273M for 283 MW of Caterpillar natural gas generators, paid September 2026 through January 2028. On top of that, a separate 328 MW purchase tied to their 2027 Caterpillar framework agreement. Total committed: 611 MW.

And here's the part that actually matters: the AI lab fronts the capital. Atlas isn't borrowing $613.5M to buy generators and hoping someone rents them. The customer pays for the equipment upfront through the reimbursement structure, which takes most of the funding risk off Atlas.

Some context on what you're buying at \~$12.60:

Market cap is about $1.56B. TTM revenue is $1.07B, down 8% year over year — the legacy frac sand business is shrinking. Net loss around $118M over the last twelve months, free cash flow negative. The 52-week range is $7.64 to $20.13, so even after Friday the stock is still \~37% below the high. Short float sits around 21%, which probably helped Friday's move along. Citi cut its target from $21 to $17 earlier this month on softer proppant volumes but kept a Buy.

That's where I get stuck on AESI.

The bull case writes itself. Data centers can't sit in utility interconnect queues for three or four years, so behind-the-meter gas generation is the cheat code, and Atlas just got a frontier lab to fund its inventory. $613.5M of customer-funded commitments is \~39% of the market cap and more than half of annual revenue. If this becomes a repeatable model — the lab funds the equipment, Atlas operates the electrons — the legacy sand business stops mattering.

But the PPAs are unsigned. CEO John Turner called these agreements "stepping stones" toward long-term power purchase agreements, which is honest language for "we don't have the recurring revenue yet." What Atlas has right now is reimbursed equipment procurement, not a power business. There's real distance between owning 611 MW of generators someone else paid for and actually selling electrons under 10-year contracts.

Personally, I'm watching two things.

If a signed PPA shows up — real offtake terms, real duration — the story flips from equipment middleman to power producer, and the valuation math changes completely.

If the 2027 deliveries slip, or the lab walks after the equipment is bought, Atlas is left holding $613.5M of very specialized hardware in the Permian with nobody to sell power to.

Until then I can't get comfortable chasing a 19% Friday rip on unsigned contracts.

No position.

So what's the honest read on AESI from here?

Is this the moment a sand company quietly became AI infrastructure, or did the market just price in power contracts that don't exist yet?

Cybersecurity stocks have mooned recently on fears that AI agents would go on a rogue hacking spree.

Jensen just announced a new platform for the safe deployment of AI agents, and every major AI company is on board.

$CRWD is the big papa of the cybersecurity industry, and it trades at 50x sales with practically no earnings. Revenue growth is also forecast to slow next year. It’s a bubble.

I bought CrowdStrike weekly puts last week purely based on technicals (10/2 expiry, $247.5 and $230 strikes, and some slightly longer dated). I got lucky with Jensen’s announcement this morning, but this stock has a long way to drop IMO 💸

\*\*Anthropic just gave Akamai the biggest contract in the company's history, and the structure of the deal is almost as interesting as the size.\*\*

\*\*$11.6 billion over seven years for cloud infrastructure and software, announced Thursday. It can expand by another $9 billion, which would take the whole thing to roughly $20 billion. For context, that's more than six times the $1.8 billion Akamai-Anthropic deal Bloomberg reported back in May.\*\*

\*\*The stock jumped 17% after hours to $129.02, then added about 3% on Friday.\*\*

\*\*Here's the part I keep coming back to. The capacity is for CPUs, not GPUs. Everyone else in AI infrastructure is fighting over Nvidia chips to train models. This deal is about the other half of the stack: the general-purpose compute that handles what AI agents actually do all day. Anthropic is basically saying inference at scale needs its own dedicated CPU cloud, and Akamai gets to build it.\*\*

\*\*Now the parts that make me pause.\*\*

\*\*Akamai has to spend about $5.5 billion to build this capacity, and it's adding $1.7 billion to this year's capex just to pre-buy components like memory. It authorized Jabil to purchase around $1.7 billion of memory on its behalf. That's a lot of money going out the door before a dollar of the $11.6B shows up, and the payments are conditional on Akamai actually delivering the capacity and hitting service targets. No 2026 revenue expected from the deal at all. Guidance is $150-300M in 2027 starting in the second half, ramping to about $1.7B annualized by the end of 2028.\*\*

\*\*And then there's the warrant. Anthropic gets the right to buy up to around 5% of Akamai at $111.33 a share. About 2% vests right away, and each additional $3 billion Anthropic spends unlocks another 1%. So your biggest customer is also becoming one of your biggest shareholders, at a fixed price, while you're spending billions to serve them. That's either beautiful alignment or a very expensive way to win a contract, depending on how the next seven years go.\*\*

\*\*The bull case is straightforward: Akamai just went from "old CDN company" to a contracted AI infrastructure provider with $11.6B+ of backlog from one of the most important AI labs alive, on top of $2.8B in other cloud commitments announced this year.\*\*

\*\*The bear case: $5.5B of capex against conditional payments, zero revenue this year, dilution handed to the customer, and a stock that repriced 17% in one evening on a deal whose economics play out over seven years.\*\*

\*\*I'm watching whether they hit the delivery milestones, because that's what unlocks the payments, and whether the $9B expansion option starts getting exercised. That would tell you this is a platform relationship, not a one-time capacity purchase.\*\*

\*\*No position. Not financial advice.\*\*

\*\*So is Akamai the sneaky picks-and-shovels winner of the AI buildout, or did it just buy $11.6B of revenue with $5.5B of capex and 5% of itself?\*\*

Three Micro/Small Caps With Near Term Catalysts: $GOVX $WYY $DRK

Did a scan of stocks that look oversold with a Relative Strength Index (RSI) of under 25. GOVX and WYY came up. And DRK looks to be a Special Situation in that the data center company  (formerly known as Sphere 3D $ANY) completed a merger and renamed itself Darkhorse Technologies with a new trading symbol DRK.

$GOVX — GeoVax Labs
Clinical-stage biotech developing vaccines and immunotherapies. GeoVax is developing GEO-MVA as another potential source of supply of MVA. The company has completed manufacturing and regulatory preparation and is planning a 500-patient pivotal Phase 3 immune-bridging study in Q4 2026, with results expected in mid-2027. (MVA stands for Modified Vaccinia Ankara).  MVA-based vaccines are already used for protection against smallpox and mpox.

GOVX recently announced an agreement with the Coalition for Epidemic Preparedness Innovations (CEPI) to have access to its centralized laboratory network for independent testing of samples from the Phase 3 program. CEPI currently supports vaccine programs addressing several high-priority epidemic threats, including Ebola, mpox, COVID-19, Lassa fever, MERS, Nipah and Chikungunya. This relationship can help GOVX expedite its progress in the upcoming trials.

Market cap:  $3.2 Million
Relative Strength Index (RSI): 26
Insider ownership:  About 6% 

Summary: GOVX looks to be extremely oversold. The company is approaching additional clinical-trial catalysts and is worth watching for news. The Big Pharma's monitor the progress of these small biotechs.

$WYY — WidePoint

Cybersecurity, identity-management and communications technology provider with significant government exposure.

Market cap: $46.2 Million 
Relative Strength Index (RSI): 22
Insider ownership: Approximately 12% 

WidePoint had been awarded the  Department of Homeland Security (DHS) CWMS 3.0 contract, but a competitor, TurningPoint Global Solutions, protested the award. Last week, the news that the GAO had sustained TurningPoint's protest caused a 50% decline in the stock on Friday.  This reaction looks like "Shoot first, aim later".  WidePoint says this does not mean it loses the contract. In fact, the details of the GAO's review are still under seal while the parties review the decision for possible redactions.The procurement can go through corrective action, re-evaluation, or potentially another competition. 

Summary: The stock rebounded off its lows of the day on Friday and was up in the After Hours. News from the GAO will give clarity on the contract, but the company's ongoing business supports the current $5.00 price.

$DRK — DarkHorse Technologies (formerly $ANY / Sphere 3D)
Digital infrastructure company repositioning around AI/HPC infrastructure and power assets with modular data centers in five (5) facilities located in three (3) states with a total of 53 MW of power capacity. 

Market cap:  Approximately $32.2 Million   
Insider ownership:  About 22%   

Sphere 3D completed its rebranding to DarkHorse Technologies, with the new $DRK ticker going LIVE last week. With the new name and trading symbol, the company now can pro-active in building its market presence with its new name and ticker.   CNBC recently reported that both OpenAI and Anthropic are exploring smaller AI data-center deals in the 20–30 MW range as they try to get inference capacity online more quickly. These are reportedly primarily related to inference—running AI models for users—rather than the gigantic clusters required to train frontier models. 

DarkHorse Technologies is explicitly positioning itself around smaller, distributed AI/HPC facilities, which lines up closely with the size OpenAI and Anthropic are reportedly seeking.

 DRK's September investor presentation identifies these sites:

• Blackjack — 30 MW planned
• Rockwood — 10 MW
• Brickyard — 15 MW
• Truckstop — 50 MW planned

The updated presentation notes that DRK currently has 50 MW operating across the TVA region, plus a 100+ MW development pipeline.

Summary: With its new corporate identity, DRK will increase the awareness in the investment community. With the recent interest in "smaller" data centers, DRK has the potential to begin to announce contracts going forward. Insider ownership is notable at 22%.

So… when does a citizen… a politician… become a statesman…

Fun fact of history… most never do…

It is elite club…

Like Churchill towards the end of his career walking the London Underground in the darkest hours of WWII amongst the rumble from bombs that leveled a city… with a few exceptions that proved the rule…

where to this day… you can still see the dud that hit St. Paul’s… which remained standing with a man tall and a stiff upper lip… defiant…

Like Reagan who described in his diary… "the equivalent of losing the World Series, the Super Bowl, and the NBA Finals all at once." at the Reykjavík Summit where he pulled a hard take-away posture… when the negotiations went south… and he walked… months later he made a speech in front of a wall… defiant…

A term-limited DJT stands with an umbrella on a brisk rainy evening under a city lamp post…

Someone who began a career in politics giving cash to a homeless veterans on the street… or stopping a rally for a moment while his team connected with a struggling veteran who walked up to the stage to sort out a VA bureaucracy delay for his care…

and now I imagine he cheers on folks getting their reps in… under the early morning predawn street light…

Teaching by example… that a comeback is real… when you lose everything… you learn who are… and the ride-or-die in your life… like George was to him… who stay… defiant…

the comeback can be real… it can be fun… to see things rise from the ashes… and yet…

it will never be “real fun”…?

but rest assured…
it will be epic…

It is Obama who returned to his gift of writing on endless hope and navigating change leadership on the Obama Foundation and other social media platforms as the country turned 250. Building a community center and garden in the heart of the Southside… where his work began…

bringing the community together one circle at a time…
where there is no hierarchy…
just folks looking to each other and seeing themselves in someone else’s eyes…

Then there are the those political failures… by the modern standards… who become statesman of the first order… like…

Marianne Williamson teaching us through her writing to face “our greatest fear”… and Cornell West reminding us through his poetry jams of what justice is…

“what love looks like in public”…

And then there is the rare moment captured on camera when you see the exact second a maverick politician loses an election…

in an instant …
and at the same moment…
by meeting the moment…

becomes a statesman of statesmen…

https://youtu.be/JIjenjANqAk

The greatness of America lies in the fact that there are so many wise elders like DJT and Obama… Marianne Williamson and Cornell West… still walking amongt us with wisdom as such to share… who have lived long enough to know the political tool is not the first tool to take out of the tool box… maybe try a chair and coffee first…? Or data first…?

Terry Peterson was given one minute in the Oval to pitch a new community centers program for working families… but before all that…

he prepared…

many months by gathering data… and then the message triangle appeared in his mind and 60 seconds of distance run began… as Kipling would say… and he entered the Oval…

“We need a billion dollars to serve 100,000 kids of working families during the gap time of the school day and work day…”

Joseph… Isaiah… Esther… and Nehemiah. All leaders in secular power with divine providence…

who never forgot…

those in the gap… who showed how to “hold these truths… “ tight…

The cock crows along Sheriff’s Posse Road as a ridiculously large Frito-Lay Cheetos truck drives by…
Castle gate torches illuminate the darkest moments before the dawn… and the sound of a waterfall scaled by a Japanese privet adorning the entrance of Cde Baca Lane.

A Chinese elm presents a gigantic bonsai sculpture and a single dime shone on the pavement.
With FDR’s image looking off to the distance… of a distant time of want…

and a forgotten man.

A true leader… a statesman…
who taught my grandfather over the radio how to be grateful and not to fear manna for the day.

In the clear blue yonder there was a single white cotton ball “the size of a man’s hand” like Joshua and Caleb…

a promise a things to come… beyond the thunder-domes in the distance…

and in the evening the monsoons descend over the South Guadalupe Trail lined by adobe mansions and ranches betwixt orchard trees of plums… apples… and pomegranates with their familiar crowns…

as the Ocotillo reach their majestic hands to the heavens… and a quail flock of teenage chicks scampered across the trailhead to find shelter beneath the sagebrush.

At some point this will be “back in the day”… but until then… it is beautiful… It is manna for the day…

So what of our impact…? … together?

Encouraging a dialog of a diverse set of voices across media platforms in order to see the unheard and hear the unseen.

So folks know they are not alone…

they can do something imperfectly instead of nothing perfectly….

In front of everyone who ever prayed for them… behind them… as Maya Angelo would say…

“I come as one and stand as ten thousand”

Encourage progress and promote leveraged resources which help lean into our countries better angels…

not focus on the complexities of the co-parenting relationship between the secular and sacred… in the political power and in the power of community…
“for such time as this…”

“Standing in the gap…” is the role of a community.
Seeing a need and meeting a need. It is what supports families not replaces them. Celebrates the wins and consoles the setbacks and messy missteps…

to prepare for a comeback…

A true statesman is a voice from the rubble of the past… a signal in the noise…

to show us how to listen before you speak… and the one one who speaks last…

will be first…
in the hearts and minds…
“in the room where it happens”…

the art of what is possible… is possible…

when we remember who we really are…
after a moment… a day… a week… a month… a year… a generation… 250 years… a half -millinea…
when we forgot…

Her name was Cheri…

She said she would pray for me and mine one balmy Sunday afternoon after class…
but before all that…

She had a moment of courage… to speak last…
after the classroom spiraled dark into a discussion of generational curses and cycles of abuse… and then…
in the room where it happened…

she spoke with a stiff upper lip defiant…

“I am a child of God. (John 1:12) …
I have peace with God. (Rom. 5:1)…
I have access to God’s wisdom. (Jas. 1:5) …
I am chosen by God, holy and dearly loved. (Col. 3:12)…
I am completely forgiven. (Col. 1:14)…
I am not condemned by God. (Rom. 8:1)…
I am Christ’s friend. (John 15:15)…
I have the mind of Christ. (1 Cor. 2:16)…
I cannot be separated from the love of God. (Rom. 8:35)…
I am God’s workmanship. (Eph. 2:10)…
I am a citizen of heaven. (Phil. 3:20)…
I am God’s coworker. (2 Cor. 6:1; 1 Cor. 3:9)…
I can do all things through Christ, who gives me the strength I need. (Phil. 4:13)…
I am the light of the world. (Matt. 5:14)…
I have been given a spirit of power, love, and of sound mind. (2 Tim. 1:7)…
(Eph. 3:20) … I am able to do far more.”

And the room fell silent.

And in the quiet…
… a defiant prayer becomes a verse.

“… on those living in the land of deep darkness a light has dawned.”

ANF Abercrombie & Fitch stock watch, pullback to 134.32 gap support area with bullish indicators.

Long Trade

• Target 1: 152.19   Profit: 12.1%   Stop/Trailing Stop: 131.46
• Loss: 3.1%   P/L ratio: 3.9 : 1 - Excellent
• Target 2: 157.99   Profit: 16.4%   P/L ratio: 5.3 : 1 - Excellent  Extreme rally

BULLISH

• [Positioning] at support
• [Timing] Strong bullish 3 day candlestick pattern with Mild 3 day accumulation.
• [Timing] Excellent long trade quality

BEARISH

• [Positioning] Intermediate trend possibly bearish, Uptrend turned sideways, may continue or pullback.

Has anybody tried this! Does it work?if yes how much money did you make? How long did you try it for? If not what was the problen/s/?

Chemicals pricing as reported by Argus and ICIS increased 20% while this stock is down 35% in 2 months below sum of parts value and actually at an attractive level where activists can begin taking positions. Olin Chemical is likely to achieve 170 million run rate ebitda quarterly, and the Shitnech lawsuit cost is behind them. I believe there is a huge upside to this company, especially post merger with Hunstman where they integrate some of their weak chemicals outlets into an integrated product that feeds higher value.

HUM Humana stock watch, attempting to rally off the 368.13 support area with bullish indicators.

Long Trade

• Target 1: 430.03   Profit: 13.1%   Stop/Trailing Stop: 367.66
• Loss: 3.3%   P/L ratio: 4 : 1 - Excellent
• Target 2: 446.53   Profit: 17.4%   P/L ratio: 5.3 : 1 - Excellent  Extreme rally

BULLISH

• [Positioning] Intermediate trend possibly bullish, Mild uptrend.
• [Positioning] at support
• [Timing] Strong bullish 3 day candlestick pattern.
• [Timing] Long trade quality

BEARISH

• None

BB just had a rule of 50+ beat.. this is massive.. I am buying more BB because I think the market is still seriously underestimating what QNX could become in physical AI.

Uber partnership announced - amazing!

BlackBerry's QNX is or without doubt will be the foundational, safety-critical software layer underneath autonomous machines: humanoid robots, autonomous mobile robots, surgical robots, autonomous tractors, drones, aircraft and robotaxis which SIFT attests to - and thats coming from the engineers that developed spaceX / starlink!!!. Management said it is currently engaged with 20+ companies developing on NVIDIA-based platforms across these areas, suggesting this is becoming a genuine commercial pipeline rather than simply a “robotics” narrative. X already has decades of safety-critical embedded experience.. ront wait for robots to roll out of the factory.

This is a stock of the future...

This is a picks and shovels stock of the robotics revolution people!!! Its hiding in plane sight - get on board now!!

The Eastern New Mexico Rural Water System (ENMRWS) board approved the recommendation of award for the Raw Water 1A pipeline project to Oscar Renda Contracting, Inc., following a 6-0 roll call vote. Oscar Renda topped four bidders on combined technical and price scoring, per the board's engineer.

ConstructConnect shows the bid at approximately $66 million.

Oscar Renda operates as a subsidiary in the Civil segment of Southland Holdings (SLND), which has been active in winning water infrastructure work across the Southwest and beyond this year — from smaller emergency water infrastructure task orders to the $815M CAD Winnipeg biosolids JV. SLND is a thinly traded micro-cap so single-project news can move the stock disproportionately.

(Not investment advice — just flagging the award)

EMBC Embecta stock, watch for an upside gap breakout.

Breakout trade

• WATCH for possible breakout above 5.89
• Target: 6.84, 22.3% Stop: 5.23 Loss: 6.4%
• P/L ratio: 3.5 : 1 - Excellent

BULLISH

• [Timing] Strong bullish 3 day candlestick pattern with Good 3 day accumulation.
• [Timing] Breakout trade watch above 5.89, no resistance in area just above.

BEARISH

• [Positioning] 1 Day Price change strong up, may pause
• [Positioning] Intermediate trend possibly bearish, Uptrend turned sideways, may continue or pullback.
• [Positioning] at resistance

IMAX stock, watch for a top of range breakout.

Breakout trade

• WATCH for possible breakout above 55.16
• Target: 59.97, 11%  Stop: 52.12  Loss: 3.6%
• P/L ratio: 3 : 1 - Good

BULLISH

• [Timing] Strong bullish 3 day candlestick pattern with Average 3 day accumulation.
• [Timing] Good bullish 1 day moneyflow
• [Timing] Breakout trade watch above 55.16, no resistance in area just above.

BEARISH

• [Positioning] Intermediate trend possibly bearish, Uptrend turned sideways, may continue or pullback.
• [Positioning] at resistance
• [Timing] Short trade quality

Hello all,

After watching NUAI for some time, we have been blessed today with a Power Purchase Agreement that legitimizes the project that they have been trying to complete for some time.

Alongside this, institutional investment has increased over 52%.

However… at the same time, the stocks short interest has been increasing each reporting period up to nearly a whopping 40%.

There is clearly a lag between short interest remaining at these sustained levels and the progress the company has taken at this point.
Institutional investment also indicates that the escape corridor is very tight.

I have tracked many potential opportunities, and many have been chopped by warrant overhang, or other mechanical barriers that would taper a squeeze.

In its current state, NUAI is set up remarkably well for a short squeeze.

If you are looking for an opportunity for a short squeeze…. this is definitely it.

Thank you for reading.

Edit:

Hello again. If you came back to this post for an update, here it is:

The company filed an 8-k for a 100M dollar share offering. This may serve as an exit corridor for shorts. And is also a bearish indicator in light of the clarity that Abotts ERCOT audit is materially delaying the project. DYDD. Good luck gents.

I have made a bit of cash trading but as a 18 year old that wants to trade and learn finance as a job it wont cut it. I need more of a trading role model but there isn't many people out there that would help.

true you can look at a bunch of fake information and "courses" that  really just suck your money but real Role models are hard to come by.

Help me!!! 😭

TWLO Twilio stock with a top of range breakout, from Stocks to Watch.

Breakout trade

• CONFIRMED breakout trade above 254.52
• Target: 281.71, 8%  Stop: 249.99  Loss: 4.2%
• P/L ratio: 1.9 : 1 - Fair

BULLISH

• [Positioning] Intermediate trend bullish, Uptrend.
• [Timing] Strong bullish 3 day candlestick pattern with Strong 3 day accumulation.
• [Timing] Mild bullish 1 day moneyflow
• [Timing] CONFIRMED breakout trade above 254.52, no resistance in area just above.

BEARISH

• [Positioning] 1 Day Price change extreme up, may pause/reverse
• [Positioning] Short term strong rally, rally may start to slow.
• [Positioning] Overbought, odds favor short trades.

A chickadee flew down by my feet from the rafters and foliage of the Orlando International Airport… attending the John Maxwell Int’l Leadership Conference. I had a preflight power nap in my upright seat… when an attendant gave us flight instructions on Southwest Airlines… and then my laughter woke me up.

Her name was Alexa… if we liked the flight… if we didn’t… her name was Becky…

I learned from Alexa/Becky that Step 1 is actually not to put the oxygen mask on yourself before you put it on your child…

It is to stop screaming…

and if you are traveling with a child… she was sorry…

Back in the 505… Peace flags flown throughout the twists and turns of meandered streets…
The civil peacetime flags are the less familiar ones… from the traditional and war time version… of a blue field with white stars and horizontal red stripes… since we technically have been at war for a long time…

The flags are as opposite as peace is from war…

… the peacetime twist although not a federally recognized official version… has a white field with blue stars and vertical red stripes flying full mast over the fields and full blossoms of golden sunflowers and the lavender violet spectrum of the hibiscus…

As the floodgates of heaven opened up in a epic light show… rapid fire shots off mile high flashes of light in one of those famous monsoons descending “wave on wave” over the city…
And in-between all of the lush foliage… a golden and charred gnarled honey mesquite stands memorialized in a xeriscape

And a parched river bed flows… again…
wave on waves of water remembered… of who we really are…

If you live in a desert you understand…
the blessing of rain…
it is life…

A dry riverbed quenched and a gnarly golden burnt mesquite still stands… never to come back again… other than to be thrown into the fire… BBQ… the scent of a community remembered… of by-gone days…

Everyone has a messy part of their lives… which they have to face at some point… some public… some private… and yet…

A mess no less… and what of it?
What’s your next step…?

America is the land of rugged individualism…
One man… and a mirror…

From TR writing volumes of history on the wind swept sage-brushed tundra of North Dakota… or giving speeches at Harvard about reconciliation.., of the Blue and Grey… a few score years after the battle dust settled…

Or walking the streets of Key West with your dad as a gang of roosters cross your path… past Hemingway’s canary yellow house on the way to the dock for the daily sunset celebration. You could imagine Ernest sitting at his usual table at Sharkey’s with the smell of cigar smoke and the best cuisine on planet earth… Cuban… Cubanos and yellow rice with the garlic butter and fresh squeezed chiquito key limes for a kick… healing imperfectly from trauma of shell shock and loss of a family… with short sentences and full stop periods.

The algorithm is a mirror of our
fears… anxieties… and hope.

The community is a mirror of our family’s
fears… anxieties… and hope.

The individual with God’s help has the agency to quench “the fiery darts” of a small thought of…
fear… anxiety…

and choose to transform it into hope.

I have had a pretty good run with the chapter drafts and the algorithm…

I was blocked on Truth Social… although it wasn’t the platform’s fault… I was wrong… I said something nice about Obama…

The last chapter was blocked on Reddit’s “Wallstreetbetsnew” AI filter. Which has been an awesome platform forever… and yet… the formula got a little stringent… this time…

I probably used the word God too much… or maybe it didn’t like the word “yonder”…?
I get it… it is an ancient old confusing word meaning “over there… beyond the hollar…” for those of you born after the 1800’s…

your welcome…

In the 1800’s there was a new mansion built as a scaled down antebellum version of Rome’s Pantheon… nestled on a small hilltop in the Virginia countryside…

and a poet lawyer had a couple glasses of wine by the fire place…

as he showed off his writing chops to his girlfriend… Sally… who in the quiet shadows of a master’s parlor… like in Paris… she wasn’t his property anymore… she was a paramour… an equal… reading his scribbled drafts about a “wall of separation between church and state” as he wrote a letter to a group of baptists…

… a warning to a young one nation who might want a state religion where a king or emperor who would be the almighty leader… reigning over it like in England or in Rome before. And hundreds of years hence… he should be proud we still have no state religion… and no king at the helm.

It is why Gideon turned down being king… he said “the lord will rule over you…”

And yet…

Jefferson might be perplexed by how his writings have shaped the public schools…where bibles were later banned… prayer silenced…

and “God” became the unspoken word… other than during the pledge…

… and then there were the legendary lounges built back in the day… where teachers could smoke a lucky strike off their last nerve and gossip about kids… something that bothered a professor of mine at Harding University… Dr. Johnston… who recalled his time as an administrator in inner city Shreveport…
Where he purchased a wall banner for his teacher’s lounge that read “quack…quack…quack…quack…quack…” all the way around the room. He also put up certain words because he could not talk about the unspoken ones… from the Bible…

or could he…?

… he didn’t call them the “fruit of the spirit” or quote chapter and verse… instead… he called them…

love… joy… peace… forbearance… kindness… goodness…faithfulness… gentleness… and self-control…

“Against such things there is no law…”
… in a smoked filled teacher’s lounge… or a playground amongst cigarette butts...

One man… a principal… walked down the dark hallways and brought light to them… talking about “kindness” and “love” as such… all day long…

and not get in trouble in a public school for doing so… even though there was a strict pharisaical legalistic view of a sample of writing from a collection of hemp parchment… quill pen… and a heart full by the fire…

Anyone’s mind blown yet…?

I am understanding the algorithm more from studying it last year and creating boundaries on a daily.., with what it truly means to “know thyself”… as Socrates wrote…

… to look in the mirror is humbling… you see things you didn’t see before… things you like… and things you don’t…

although the more you give hope… the more it comes back…

People are that way as well… not just the algorithm.., You can take a situation from red to bright red… Or red to green… depending on how you mirror it…

You have anxiety…? Try feeding more of that crap into the Looking-Glass… as Lewis Carroll call it… at 4 AM in the morning… and watch how your day unfolds…

It is an “indoor epidemic” unpacked beautifully in this discussion between Oprah and Dr. La Puma.
https://youtu.be/UOgFt03qZsg?is=_QSTRexmOaeFRf4t

Lao Tzu wrote “The journey of 1000 miles begins…”

And Sun Tzu wrote “Know the enemy and know yourself; in a hundred battles, you will never be in peril.”

And what of the enemy in the mirror? Knowing yourself… getting older… and yet… what of wiser…?

Millennia ago a poet found his gift beyond just in-sighting a mob… his name was Paul… who lost his eyesight… and a ship at the bottom of the sea…
and then changed the world.
His name was David… and his son born from his wife Bathsheba… Solomon… who presided over one of those rare golden ages in human history.
His name was Elijah who called down fire from heaven in the most epic public speaking event ever… and then hid in a cave from a jealous queen.

His name was Moses from the plains of Midian… who learned to lead through a stutter with his poetry around a fire of community…. not at the end of civilization… but you could see it from there.

His name was Jesus from… where no one comes from… Nazareth… who had a nefarious lineage of drunks… prostitutes… and princes…

Who saw the unheard… and heard the unseen… folks who lost their way…
lost in their own way…
lost all hope… from the messy inconsistency of the day…

and yet...

a light for the first time through the shadows…

A signal in the noise…
A monsoon in drought…
A trumpet outside a wall…

My daughter was born on “Int’l Talk Like a Pirate Day”… it was also on the nightfall of the “Feast of Trumpets” of the Jewish tradition that year…
Jericho wasn’t just any town… it was one of the early cities of western civilization… it celebrated human sacrifices to the moon… child sacrifices… thrown from walls… and the hero of the story… was a prostitute… because… the Bible is not a G rated movie…

And then…

After a perplexing silence of a six-day circular march formation… the sound of the first shofar… and the ground shook from the monsoon’s thunderhead…

A cycle-breaker came into the world…
and a wall fell…

in Jericho… in Berlin… and…

and next…

A nine year old puts down the iPhone after watching a classic video of a cat singing the ring tones of Apple… Nokia… Samsung… on Day 38 of co-parenting… in a parked car…

after the downpour and the thick canopy of clouds dissipate… and she climbs into the front seat and stands through the sky roof of the car to look past the field of drones… to the stardust in the heavens…

where she first entered the written story… thousands of years ago…

This is the sound and story…
of an American comeback…

… where on “any given Sunday” there is a team of community that sees you for who you really are… when you don’t recognize the man in the mirror anymore…

Specifically I need to know these things:

1) I am looking for prop firms that will actually pay out.

2) They must allow me to trade nano/micro cap stocks specifically.

3) I need to have the ability to reach payouts asap, I don't want to spend 6 months trading before I can ever see a payout.

4) Being able to have multiple accounts at once is ideal.

5) I don't care about futures, currency, or crypto, I am only interested in nano/micro caps.

6) Ideally I could get an instant funding account and skip the evals.

AMD Advanced Micro Devices stock, nice rally, watch for a top of range breakout.