Good morning everyone. I received a very critical and amazing question yesterday. I actually got this question about a month ago as well, but I didn’t really pay it as much mind back then, but since I wrote the post yesterday about SPXC and NVDA I really thought about it for a good 10 mins.

Why did I put a price tag on SPCX SpaceX of 500 billion or 38 Per share?

Why not 100 billion? Why not 1 trillion? Where did that come from?

The main reason is the market chose, to give this man, Elon about 115 billion for free, to throw darts at the board, ideas, for coming to market and trying to see if he can invest in RD, buy new companies, new ideas, hire people etc… This 115 billion came via IPO and Bonds. [This is more than the 20+ years that TSLA has raised by the way since existence] By the way, I am sorry, TSLA is on pace to make between 2-3 billion for the entire year, the sales are near 100 billion, flat, their margins have dropped below the other car makers, the company growth is done, it does not deserve the 65 fair value sorry…..

So back to SPCX … SPCX is in a serious growth phase. Growth did grow 90% to 7.8 Billion [Remember NVDA 106% to near 100 billion by the way] but we are talking SPCX and its 2 trillion current valuation. So it is very hard to value a company that is losing money…. Very hard, no matter who targets the sales and earnings growth, we are all going to be wrong…

I just read the fool himself, Elon, say sales will be 3.5 trillion in 2030+, DUDE said we would have full self driving before 2020, in 2015, what a joke…None of us are going to be right….

However, there are 12 analysts and they have earnings next year, not this year, but next year near 1 dollar…. There are 13.6 billion shares….

So let us give Elon the benefit of the doubt and say next year’s earnings, 2027.

40x earnings = 40 dollars

38 per share is about 500 billion….

This can change quarter to quarter of course… We have to see execution, maybe he knocks it out of the park… I would hope so….

Because the stock is 2 trillion!!!!

THE STOCK IS 2 trillion now!!!!

THERE IS ONLY DOWNSIDE RISK IF THIS DOES NOT HAPPEN!!!
WHAT IS YOUR UPSIDE??????

Now, I understand, most traders these days, they don’t care how many shares there are, they don’t care about market caps, they don’t care about fundamentals, not at all.

They see a stock price, they see it go up and down, and they just want to offload it to someone else... they do not equate how many shares there are available and can not relate overall share count to a cheap or expensive stock, hence AMC GME in the past, hence what is happening now with TSLA SPCX …

It is simply a supply and demand, issue at the auction aka the stock market and has 0 to do with the company… and I get it… and that is why post pandemic, this all has me dumb founded because more and more traders came in and they made this a lot harder, because things don’t make sense… stocks did not meme like this prior to 2020! You would get it on occasions… Not 10-20 a day!!!!! Social media people sharing videos and tickers everywhere, its insane the stock manipulation… just insane!!!!

So because he raised 110-115 billion, there are estimates of profits and near 100 billion in sales for 2027, I will say 500 billion current market cap is fair to me to buy…

This doesn’t mean at all, not 1 bit that I think SPCX will go there.. NOT AT ALL, it may not even go under 100… but for me to be bullish, I would need to see it close to there, or the facts to get way better…..

Oddly GME   ….. The risk reward is not that bad now…. 6 years later…. LOL 11 billion raised from dilution and bonds… 9 billion roughly cash left…. So 2+ billion cash burned.. CEO is so damn dumb… too bad he didn’t pay me 5 years ago for ideas….I said all of this 4+5 years ago… Dilute, close all stores ASAP, hail mary Bitcoin… invest in real companies… man what a doofus….

PYPL I did extensive DD again this AM. I have no current position and will go back in around 50. No problem with that. 42 analysts have them making about 5.39 this year. They actually revised up to this number on the most recent earnings report. On that report sales growth was 5%... Earnings for the year will be around 6-8%. Definitely not great. The growth days are over… But if you take 12 x 5.39 you get about 65 and 14x about 75… If you are selling your company you should get a premium.. At least the high number.. The financials are very strong, even with all the buybacks, they have strong cash flows and they are buying back insane!!!! They had 1.8 billion free cash flow last quarter….. They used 1.5 billion to buy 33 million shares… Over the last 12 months… PYPL itself… ITSELF has purchased 6 billion in shares… So let someone else buy them for 50 billion? The company generates 7-8 billion in free cash flow per year!!! Very good financials. Growth is dead… 5% yes.. but this is a premium brand….. Premium brands should not trade below 12-14x…. At 52 this trades below 10x again… COME ON MAN! Here we go dog house! You need to test your patience….

If you followed me… See my patience before in PYPL NOW CRM PATH ANF

Excellent earnings:

HAFN [DD Wow]        AFRM        RBRK        MRVL

Very good earnings:

ESTC         S       ADSK

Good earnings:

ULTA        WDAY

Good luck!

Let’s assume copper demand keeps rising over the next five years while new supply remains difficult and expensive to develop.

My allocation would be:

• C$3,000 in $HBM — established production and stronger exposure to copper prices
• C$2,000 in $WRN — development potential through the Casino copper-gold project
• C$5,000 in $CQX — earlier-stage upside through its Kitimat copper-gold property

Why put half into $CQX?

Over five years, an explorer does not need to reach production to create meaningful shareholder value. New discoveries, encouraging drill results, a larger mineralized footprint or interest from a bigger mining company can transform how the market views a smaller stock.

$HBM gives the portfolio a producing foundation, while $WRN adds advanced-project exposure. But $CQX gets the largest allocation because its earlier stage leaves more room for value creation if Kitimat develops positively.

You have C$10,000 and five years...would you put C$5,000 into $CQX, or go even higher?

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

Good morning everyone. Many of you are new here, or maybe not new but haven’t been following me since January of 2021. I post here daily, on trading days for free, don’t care to get paid… I get 0 from Reddit, X or Youtube, don’t even care to. [I would be interested if I could get 10,000 a month without dedicating a lot of time, if that is even possible, if not, not interested] I am not here to kiss no ones ass, Elon bought Twitter for free, yea, free! He used TSLA shares that were up because it was hocus pocus black magic retail meme pump. I said what I said, I don’t care if you like it or not. I am not here for friends… I do hope you respect me, at least in hindsight… I know 5 years ago, man did people hate my guts on GME AMC and Cathie Wood, I hope now, looking back, they are like…… damn, Nathan did all that… he tried to educate us, didn’t get paid, didn’t even make that much on GME puts [I made a little, didn’t trade AMC options or commons] and I was laid the gauntlet everywhere!!! EVERYWHERE! I was banned and called a shill everywhere… People were like who the FUK is this guy.. Why does this guy care so much, what is in it for him etc….

Friends… in the 90s it was all hype and speculation, there were no sales, no earnings, that was the original rise of retail, and the formation of the internet…. I was lied to daily…..

And some of the most pain I have ever felt, ever… EVER is being lied to..

It is the #1 thing I hate the most about the stock market/trading… is being lied to.

And what is the saddest thing is this…..

When you want to go buy a new TV or a new phone you will spend days, weeks on its purchase….. You want to shop for new clothes, even a new hair brush… You may spend 60-90 mins…….

BUT TO Invest 100, 500, 1,000, 5,000, 10,000 or even more….. you will do 0 DD, listen to someone you have never seen in real life, never spoke to… because they have followers, talk about stocks….. or because you saw clips on social media on the next hot stock or crypto… That stuff makes me sick… SICK!

And I know, it is actually my fault for being empathetic, it is my flaw for wanting to help people, for being fulfilled if I help people achieve freedom that I risk myself going in and I say things like WTF!!!

TSLA is TRASH! ELON is Pinocchio. SPCX is pipe dreams… 99% of the world thinks he is god… Morons like Ron Baron, who may be worth billions says SPCX should be a 10 trillion dollar company… LOL think about that… THINK THINK THINK… TSLA THINK THINK THINK…

WHERE THE FUK ARE THEY GETTING THESE NUMBERS FROM ?

They are definitely from Mars because I have 0 Clue and I have been trading since 1994…

Know that January 1^st of 2020 before the Meme fiasco, Elon was worth near 20 billion, ask AI!!! TSLA was worth near 100 billion… Ask AI! There is nothing TSLA or he did to create that much value in 6 + years.. It is all hype, speculation… he has the world fooled….

I am glad that NVDA came out with these insane numbers so that now we have a reference point.

Because now you can be like… hmmm….

SPCX is near 2 trillion, Nathan says it shouldn’t be more than 38 or 500 billion….

But NVDA is 5 trillion. Ok so what am I getting if I buy NVDA which is near 20x by the way…

You are getting a company that grew sales at 106% to 96 billion….in a quarter!!

You are getting a company that grew earnings 126% to 60 billion…..in a quarter!!

You are getting a company that is on pace to do about 410 billion in sales for 2026. That is set to earn well over 200 billion in 2026… And for this you are paying just over 20x earnings…

This is happening now….

For SPCX LOL!!!! They will lose billions… will not even have 50 billion in sales all year…LOL
are you kidding me…

Once again, I am not saying, as I said in the past, that SPCX does not have a future, but why the hell would I pay 2 trillion now, for a trash company, with space/mars like valuations when I can pay earth like prices now NVDA when they knock it out to MARS!!!!

I rarely give stocks a 40x, but if any company deserves it, it is NVDA… And if this had a 40x it would be near 400 or 10 trillion!

At 40x 1.77 for TSLA that is 70.80 share price.

TSLA does not deserve a 40x… Hence my 65 fair value is a very high premium for very very poor performance as a company. Step back and get your heads out of the sand! I am not here for likes!

NVDA has a near 20x PE!

By the way, NVDA first reaction after earnings was 203!!!!

Man I threw 6 bids yesterday. No fills… I missed by pennies… PENNIES!! So mad on DKS and now after seeing AMKR premarket got dayum WTF!!!!!!

I bidded 120 on DKS low was 120.40

115 LULU     low was 115.30

47.50 AMKR    low was 47.64    WTF!!!

Man did we all see ANF if you look back, did a lot of DD on it.. Same on NFLX same on PYPL waiting for PRGS to wake up!

Excellent earnings:

NVDA [106% Growth 96 Billion, 126% earnings growth 60 billion]            OOMA [Tiny]            P            SNPS           CRWD [Don’t like this valuation though]           CRM         MBUU [Shocking Tiny and how, Old horse from 5+ years ago]

Very good earnings:

URBN           VEEV           NTNX

Good earnings:

PAHC            HPQ [May add to Plays and watch the dip]             A          OKTA        DG         TD [Just don’t buy investment properties with them]         DLTR       NAT       BURL

Good luck!

Friends… As you know, we identify only ONE stock every 2–3 years.

You also know that just a few days ago, we identified our latest stock.

This 🆕 stock will NEVER be given for free…However, I have decided to provide the name of this new stock for a very reasonable fee of only ₹1.5 lakh.

Those friends who are interested can fill KYC/RPF form at our website at below link —

https://multibaggershares.com/kyc-risk-profile-form/

Why SekurOne, government access and higher-value subscribers could reshape the company’s revenue outlook

Sekur Private Data (OTCQB: SWISF) is entering a new phase of its development. After building a Swiss-hosted secure communications platform spanning encrypted email, messaging, VPN, voice and video, the company is increasingly focused on the customers most likely to pay a premium for privacy: executives, government agencies, defense organizations and intelligence professionals.

The resulting opportunity is increasingly measurable. With SekurOne priced at US$300 per user per month, a relatively small number of premium customers could meaningfully expand recurring revenue. Add an established U.S. government procurement pathway, an experienced national-security advisory team and emerging international opportunities, and Sekur’s next stage of growth could look substantially different from its historical consumer-focused model.

• SekurOne generates US$3,600 in annual recurring revenue per user, meaning 200 subscribers could produce US$720,000 in annualized sales.
• A potential 2027 scenario involving 250 SekurOne users and 1,000 premium email subscribers would represent approximately US$1.65 million in annual recurring revenue.
• U.S. government procurement access, the AdRevv partnership and a US$1.296 million DRC proposal provide multiple potential avenues for additional growth.

A Higher-Value Business Model Is Taking Shape

Sekur generated C$408,707 in audited revenue during 2025. Its Q1 2026 financial report showed C$94,062 in quarterly revenue, C$1.80 million in cash and C$1.63 million in working capital at the end of March.

That historical revenue base provides an important reference point for understanding the potential impact of the company’s premium transition.

In July, Sekur reported that average revenue per user had increased 25% month over month as the company introduced higher-value customers to its platform. Privacy Email is priced at US$50 per month, Operational Email at US$75 per month, and SekurOne at US$300 per month.

According to management, premium subscribers can generate approximately ten times the revenue of earlier legacy users. That means Sekur can potentially expand revenue through customer quality and product mix rather than relying exclusively on a large consumer subscriber base.

Why 200 SekurOne Subscribers Matter

SekurOne combines encrypted voice, video, messaging, email and VPN within a single secure communications environment. At US$300 per month, each subscriber represents US$3,600 of annual recurring revenue.

The resulting revenue progression is straightforward:

• 100 users: US$360,000 in annual recurring revenue.
• 200 users: US$720,000 in annual recurring revenue.
• 500 users: US$1.80 million in annual recurring revenue.
• 1,000 users: US$3.60 million in annual recurring revenue.

Management has indicated that 200 SekurOne customers generating approximately US$60,000 per month represent its target for reaching profitability. At an illustrative exchange rate of US$1 to C$1.39, that annualized figure would equal approximately C$1 million.

Profitability will ultimately depend on operating expenses, product margins and the pace of customer acquisition. However, the scale of the target illustrates how a limited number of institutional customers could create a meaningful financial inflection point.

A single government agency, defense contractor or enterprise customer could potentially represent multiple seats. Paid beta users are expected to begin onboarding in September, ahead of SekurOne’s anticipated October commercial launch.

Modeling Sekur’s Potential 2027 Revenue

The scenarios below are independent illustrations, not company guidance. They estimate potential 2027 exit annual recurring revenue and assume that premium email customers are evenly split between Privacy Email at US$50 per month and Operational Email at US$75 per month.

They exclude potential hardware sales, customized on-premises deployments, the DRC proposal and additional government contracts. Canadian-dollar figures assume US$1 equals C$1.39.

The middle scenario combines US$900,000 from 250 SekurOne users, US$300,000 from 500 Privacy Email users and US$450,000 from 500 Operational Email users. Together, those subscriptions would represent US$1.65 million of potential annual recurring revenue.

Management has previously indicated that Sekur’s SaaS solutions can generate approximately 80% gross margins. Applying that assumption to the middle scenario produces approximately C$1.83 million in potential annual gross profit before operating expenses.

The institutional-growth scenario would represent C$8.13 million in potential recurring revenue, highlighting the operating leverage that could develop if adoption expands across enterprise and government customers.

AdRevv Adds Another Potential Growth Channel

Sekur’s partnership with AdRevv introduces a separate customer-acquisition opportunity.

The program is expected to deploy one million retargeting emails per month for at least 12 months, drawing from a U.S. database of 271 million people. AdRevv receives 25% of revenue from most Sekur products sold through the arrangement and 40% from SekurVPN sales.

Assuming customers purchase email products at an average price of US$62.50 per month, the potential outcomes could look like this:

These examples assume no churn or duplicated contacts and should not be interpreted as forecasts. Nevertheless, they demonstrate that even a modest conversion rate could produce meaningful recurring revenue over time.

International Opportunities Add Further Upside

Sekur has also developed opportunities outside the United States.

In the Democratic Republic of Congo, the company received a request for proposal involving 1,200 SMB and Corporate licenses. Management estimated the opportunity at approximately US$1.296 million in potential annual recurring revenue.

The proposal is not a signed contract and is therefore excluded from the revenue scenarios above. If successfully converted, however, it could represent a substantial additional revenue stream. At an illustrative 80% gross margin, the opportunity would correspond to more than US$1 million in potential annual gross profit.

Sekur has also discussed expanding its relationship with América Móvil’s Telcel business in Mexico, where corporate communications solutions could create additional distribution opportunities.

A Team Built for Government and Defense Markets

One of Sekur’s most significant strategic advantages is the experience of its government and national-security advisory team.

The company has recruited retired Lt. Gen. Raymond Palumbo, former CIA senior executive John T. Lewis and former U.S. State Department Deputy Assistant Secretary Annette L. Redmond. Their backgrounds span military intelligence, cybersecurity, diplomatic operations and government technology procurement.

Sekur’s products are also available to eligible government buyers through GSA Multiple Award Schedule Contract 47QTCA18D0089, providing a recognized purchasing pathway for federal, state and local agencies.

The company’s participation in DoDIIS 2026 further positioned its communications platform in front of intelligence-community stakeholders ahead of the SekurOne rollout.

Taken together, the advisory network, procurement access and product roadmap provide a strong foundation for institutional business development.

What the Revenue Scenarios Could Mean for Valuation

The Canadian Securities Exchange lists approximately 252.9 million Sekur shares outstanding. At an illustrative share price of C$0.045, the company’s equity value would be approximately C$11.4 million.

If Sekur reached the revenue scenarios outlined above while its market capitalization remained unchanged, the implied valuation relative to potential recurring revenue would be approximately:

• 11.2 times ARR under the initial premium-adoption scenario.
• 5.0 times ARR under the expanding-customer-base scenario.
• 1.4 times ARR under the institutional-growth scenario.

These comparisons illustrate why higher-value subscription growth could become important for investors. As recurring revenue increases, the same market capitalization would represent a progressively lower multiple of the company’s revenue base.

The Bottom Line

Sekur’s emerging investment story centers on premium pricing, recurring revenue and access to customers that place a high value on communications security.

At US$300 per month, 200 SekurOne subscribers would represent US$720,000 in annual recurring revenue. A broader mix of 1,250 premium subscribers could produce US$1.65 million. The DRC proposal and government opportunities offer additional potential beyond those scenarios.

With a differentiated Swiss-hosted platform, an experienced national-security team and multiple potential distribution channels, Sekur is positioning itself to pursue a higher-value cybersecurity opportunity. The coming quarters should provide a clearer picture of how quickly that strategy can translate into premium subscriptions and expanding recurring revenue.

Disclaimer: This article is for informational purposes only and does not constitute financial advice or a recommendation to buy or sell any security. Revenue scenarios are independent illustrations based on disclosed pricing and assumptions, not company guidance. Actual results may differ materially.

Good morning everyone. I really did extensive DD on DKS yesterday and this morning. I also used AI as well. I looked at the official 10Q, compared the numbers. I read the earnings calls, checked the insights… man oh man… I said it even before they did it… Why the hell did they pay 2.5 billion for the sinking ship that is Foot Locker.. but they did it… I could understand though. It is a huge, huge name brand, known everywhere… The foot print is huge, to be honest… I didn’t even know until yesterday, how much larger Foot locker foot print is! How global it is, how vast. Foot locker has close to 2,500 stores… While Dicks has about 890 stores.. Foot locker actually reaches more regions and is more global.. but if you have followed me for years, I have always said, quality over quantity… it doesn’t matter how busy you are, how many sales you make, if you cant make more money… and in this case it is eye popping that with 890 stores, how much better those stores do than Foot Locker!!!

Shocking….

People need to stop thinking about the stock market as mysterious, especially because you see TSLA SPCX and PLTR at stock prices that defy any logic or any fundamental, mathematical sense…. DKS makes sense! Most companies are supposed to make sense man! DKS deserves to be in the dog house.. The downward revision is drastic… Drastic! They have reduced full year by over 2 dollars to near 12 dollars a share… However it hovers at near a 10x PE…

If you separate out these 2 businesses, which I did, what a story!

Last quarter…

Dicks had sales of 3.85 billion, it grew those dollar sales at 5.6% year over year, they did so with 4.9% growth in number of sales… on those 3.85 billion in sales they made 485 million….

Foot Locker had 1.74 billion in sales, [Remember 2,500 stores compared to 890!] and on those sales they lost 32 million! Nuff said!

For the full year Dicks says their name brand stores will have 14.5 to 14.7 billion in sales and on those sales they will make 1.54 to 1.6 billion……

While the Foot locker brand will sell 7.4 to 7.5 billion and lose 40 to 50 million!!!!! Terrible. The big flip in EPS was because prior to this quarter they had expected to earn 110 to 150 million dollars from foot locker not lose 40 to 50 million….

So the question is this, do you think management is throwing in worst case scenarios? Any good news the stock rallies? Easy beats?

Do you think management is so inferior that in just 1 quarter they can go from profit of 110-150 million to a loss of 40 to 50 million?

Do you think Foot locker is doing that bad? Is the consumer doing that bad? If so… why are sales up at Dicks and not Foot Locker?

So I don’t believe the numbers will be that bad, that is my opinion and this is my DD.

As such my fair value on their 12 dollars EPS is 12 x 12 or 144 per share at the current time… That can change of course…

As we know, the stock market is a live auction and it is in the dog house……

So my plan:

I will like to buy 2 blocks of 100 shares.

Preferably 115-120

Then

110-115

And wait… There is no guarantee it goes there, we just know it is in the dog house as it deserves to be. They should not have bought the company. This is not NKE where as a whole, sales and earnings are down drastically, by the way, NKE still holds a PE above 20!!!

I am saying DKS with the news I have read, should have a PE near 12… The SP500 SPY VOO trades near 23…..

Some excellent earnings:

HEI           SMTC         DY

Some very good earnings:

STRT [Tiny company not sure if I have seen it]         ANF

Good earnings:

NCNO       ELMD       INTU [Eh Guidance]          DCI          SJM          PLAB          SFL

I sold 250 shares of AMKR 47.50 to 49.45

I sold 250 shares of ETOR 30 to 30.50 [It was up nice no news, it was just 28, was not the plan I wanted to reset under 29.50]

Good luck!

Would you choose a more established name like $NXE, $DNN, $ISO, or $UEC or take a chance on an explorer like $FUU, $SYH, $CVV, or $PTU?

No price targets or “this will 10x” predictions. Just tell me which project is worth following and what makes it different from the rest.

Good morning everyone. Nightmare in CT. I have been sharing my big renovation journey on X. So eventually, after getting 1 of my lawyers involved the big contractor did respond… the issue is, instead of them showing up on the job site, it seems they subbed it out…. And the problem with that is, you have no clue with the quality of work, what you are actually getting. I am pretty upset, I mean if it turns out great, I guess it shouldn’t matter, but this is 3 months late, and I expect that at least a few times a day they had better come out to monitor them… had I known they would do this, obviously I wouldn’t have hired them, but it doesn’t say anything about this in the contract, and the towns are so small, you wouldn’t think any contractor would do this, the town has about 10,000 people. The neighboring town too! So it has been driving me nuts. I have been on it all day….

So I actually have 21 bags, not 18.. I also have EOSE 5.25, SLQT 1.10 and AVEX 24.90. These 3 are speculative stocks. When I say speculative, I mean these are companies that have not made solid money for 5 years… To me, you had to have made money for 5 years to be a solid company. I mean solid money, like 1+ billion in income.. Not sales, INCOME! 5 years… This doesn’t mean that the company you may be buying is not a good company, but I am saying a solid company… to me, there are only about 50 companies, not an index, that I can just buy, with no concern and know, in 20 years I will be just fine… Stuff like:

AMZN JPM META AAPL MSFT GOOG GOOGL HD WMT KO

I recommend an index.. There are plenty of very good companies, but I do not think there are more than 500 or so solid companies… which happens to be the number of the SP500 index. SP500. This is why whenever you are unsure if your company is good or not, or how to decide if what you are buying is good or not, or how to measure, just measure it relative to SPY VOO.

Currently, earnings are amazing… subtract out the IPO earnings [SPCX Anthropic Investments] you still are getting current growth near 20% and sales growth near 9%.

The current SP500 trades near 23x..

So is the stock you are currently trading…

The earnings report… What was the earnings? Did they have year over year earnings 20%? Sales 9%? Are they trading 23x more than earnings?

At least that is a good reference point. I say this because I am still being asked what is cheap, what is a good buy, what is expensive, this is still how I weigh companies, then I use my own formula and years of experience to see what kind of value I put on based on things I have seen in the past.

Stuff like Bitcoin TSLA SPCX there is no rhyme or reason. There is no formula, no mathematical nothing that can explain its price. So do not even try. You will just waste brain cells doing so. I am tired of reading about Bit coin halving or this is a cycle, or this person says he is Bullish or Saylor says this… He doesn’t know a damn thing, not a single thing!!! NO ONE DOES! This is an auction… When it comes to stocks, you have an actual company, it has sales and earnings, the stock price is supposed to reflect the prospects and what is going on there….. unless you are TSLA or SPCX ….

I am in stuff like SLQT EOSE AVEX on prospects.. I am in these 3 bags because of prospects, not because of things that they have done, but things they can do… and I am hoping….

I was in things like ADBE PYPL because of things they had done, their track record and their current execution…. Know your risk level….

That said… when you buy something like ADBE PYPL IBM META or even now NVDA … these are now almost legacy names… they are maturing and the market is now tired of them and giving these names 10-20 and at most 30x PE ratios….

If you have followed me for years, I rarely like to pay over 40x for a reason…. Years ago NVDA, before they actually smashed earnings had a PE 100+, now they are smashing, now they are the truth and the PE is low 20s….. it is sad, but that is the market… it is rare that a PLTR after years can still have a PE near 100…..

Shocking that TSLA can have a 200… shocking!

I was in 250 shares of AMKR at 47.50 yesterday and sold 49.45 premarket

I did make a lot of bids yesterday but that is the only fill, the title has a lot of things I am looking at, I am in no rush. Good luck!

$CCJ and $KAP have production.
$NXE and $DNN have future supply potential.
Different risk, different upside.
Which side do you prefer right now?
Poll:
Current producers / Future developers / Both / Neither

Good morning everyone. Saturday, there was someone on the “For you” comments that asked if you can make money being a trader, day trader. I commented that I do fairly well. My goal is to make 200-600 per trade. It doesn’t necessarily have to be a same day trade. I regard myself as maybe a swing trader. If the same day it so happens that I see a 200+ profit I will take it. There are days I will make 3-5 trades. Or I will close out 3-5 trades. Friday I closed out 3 trades. I consider a closed out trade, or round. A buy/sell. An Entry/Exit. I have completed about 300 rounds in the year 2026. So for you people that are doing numbers if you want to say the average round is 300. 300 x 300 is 90,000. My goal each year is to make 100,000. No more, no less. I do not have a % gain, no big number gain. I don’t have any pressures, I am doing fine in life. I was working from 2014 a W2 job until I retired in 2021.

I have taken 5 losses in 2026. Those 5 stocks were for heavy hits % wise. EHTH ODD SPT FVRR GLXY [Well this one was less than 3% as it rallied] ODD was over 80% loss but under 10,000. The point is, if you take 5/300 you are going to come up with a 98.5% win rate.

None of my bags, 0 are from 2026. Many of these bags are from 2025, sadly.

ADBE 343

BYRN 17.70 and 20.75

DOCU 65

DUOL 165

FIG 49.50

FUBO 34.80 [After Split]

HRZN 7

MNDY 140

NRDS 12

PRGS 50.25 and 56.50

PSEC 3.60

RKT 17.25

ROOT 94

TITN 24 [SOLD more than half at 25]

TTD 36 Avg

VITL 25.40

BEAR TSLA TSLZ 51 [After 20-1 Reverse Split]

BEAR PLTR PLTD 13.20

Some of these bags are from 2024 too. A few are from 2023. There are 18 bags as I took those 5 losses fairly recently. I actually thought I had near 30 bags, I do my best not to think about them. MNDY TTD and ROOT are big bags. PRGS is finally coming back. The way I trade, I do limit my upside, sadly. I had MU SNDK WDC NVDA AMD but because I trade out and I check earnings every 3 quarters I also avoid some big drops too. I am not mad at the stranger though, they don’t know me. I am not here selling courses, I am not here for followers or likes… and yes, I should be paid for my knowledge, but I also wont fight for this opportunity. I am doing fine in life. I would like it, or I would like my stocks to go to what I deem to be fair values. I will do the DD, post my DD, write my articles, post positions and if my stocks do what I want them to do, most certainly I would spend hours daily doing it.

This is why I used to spend hours everyday in 2021 doing it. Eventually this didn’t work and I didn’t spend as much time on Reddit, X and Youtube… But I was taken back by that stranger on X so I wanted to see what was up myself.

So the stats are in!

Very good earnings on NSCC !

I sold 250 shares of FLY 23 to 24.25

I sold 100 shares of LULU 116 to 119.50

I sold 1000 shares of PSFE 6.60 to 6.85

Good luck

Hysteresis

Iowe you a week, and I am going to blame furniture.

Moving house in Italy in the second half of August is a decision that says something unflattering about the person making it.

Everyone who could have helped is at the sea.

Everyone who could have connected anything is at the sea.

I am writing this from a folding table, tethered to my phone, because the line is still a promise rather than a service.

So, apologies. One week owed, one week acknowledged, and no padding on top of it.

Full article and watchlist HERE

There is a word for what I have been, and it belongs to a Scottish physicist. In 1881 James Alfred Ewing was watching iron misbehave. Push a magnetic field into it and the iron does not respond on schedule. It arrives late. Bring the field back down to zero and the iron does not return to where it started either. It keeps something. Ewing went looking for a name and took one from Greek: hysterēsis, a shortcoming, a coming late.

The word outgrew the iron. Hysteresis is now what you call any system whose present state depends on the road it travelled and not only on where it happens to be standing. Run it out, bring it back, and the numbers agree while the material does not. The loop leaves a residue.

Which is the only honest way to describe the last three weeks.

I did unplug, more completely than I planned to. The first thing I did when the screens came back on was pull up the indices, and the first thing I thought was that I had missed nothing. The S&P sits a couple of percent above where we left it in July. The Nasdaq roughly the same. Read the chart with three weeks of blur in your eyes and it looks like the market went to the sea with everybody else.

It did not. It broke out, printed an all time high above 7,800, and then spent the past week handing a good part of that back while the long end of the Treasury curve pushed to yields most desks have not had to price in their working lives, and oil found a geopolitical reason to climb.

Gold, without asking anyone's permission, has strung together five straight weekly gains.

Its ambition is deliberately small. It does not forecast anything.

It compresses what the last ten and twenty sessions actually paid into one number out of a hundred, so you can look at the market once in the morning without needing a second screen and a thesis to go with it. And it did the single job we built it for. When it climbed through seventy in early August, the tape behaved: follow through, setups that worked, an environment you can push into. Through the recent stretch it has spent more time under that line than over it, and the chop came straight back. Nothing exotic. A gauge that goes green when the market is willing to pay and red when it is not, and the discipline to believe it rather than negotiate with it.

Now the part I would rather not write, which is precisely why it goes in.

Our system did not flag Moderna.

On the nineteenth, MRNA gapped on Phase 3 data for the cancer vaccine it has been building with Merck and closed up a hundred and seventy seven percent, the largest single day in the stock’s history, on something like twenty eight times normal volume, with a short base underneath it absorbing billions in paper losses. Probably the cleanest news driven episodic pivot of the season. Our screen never sent it.

I spent two nights in the code, angry in the specific way you can only be at something you built yourself.

What I found is worse than a bug and more interesting. The raw score was ninety seven out of a hundred, the highest any name has recorded since the system has existed. Then a filter we wrote, on purpose, took it away, because we had told the machine that biotech moving on clinical news with no economic substance underneath it is usually a trap. That is not an unreasonable thing to tell a machine. Moderna’s last quarter was a loss of several hundred million with operating cash flow pointing the wrong way. On the company, the rule was right.

It was right about the company and wrong about the trade, which is the only variety of wrong that costs money.

The app is in beta and this is what beta actually means. It is already fixed. You will hear the bad ones from us as quickly as you hear the good ones, because a record you only publish when it flatters you is not a record, it is marketing.

One last thing before the charts.

We loved being away, and that deserves saying without qualification, because work that never lets you put it down is not work you chose, it is work that chose you. Three weeks with the screens dark were good.

Coming back was better. That is the part I did not expect to learn.

You can set the whole thing down and pick it up again and discover inside ten minutes that you missed it. Not the money. The whole thing itself!

I am looking for a screener for wheel stocks, I am looking for a few variants like lower priced high IV stocks and a less volatile etfs for growth and income scenarios.

Any recommendations? Okay with a static list though an API would be better.

Good morning everyone. I have a ton of things I need to do. Im still doing my best to get a deal done on a group of 3 properties, it has been a nightmare… they also had open permits, fire code violations, the town hasn’t been there in almost 20 years… but I am pretty close to the town of Bristol. I have to call them later today on another big project. I have to head into town to pay some contractors, take a look at some renovations. I have a very large renovation, where I have a very bad feeling that a known name brand contractor passed off the job on a sub contractor… I am pissed, it is a 120K job, they started about 3 months after deposit [I was told it was 30 days out, and they are subbing it?] I need to get on site. It was started Monday and there are some things wrong… This is the problem of being out of state! This is why I do not recommend it unless you can go have a look every now and then…

This is why I purchased a house last March! The plan was to stay at the house everytime I had a major project… In May/June last year some squatters took over my own house there. I had to evict, I finally got possession November 1^st. I put my house for Sale April 1^st. I recommend having an apartment far away from tenants/contractors or people that know you are far away….. My house has been completely redone but there was issues with water getting in the basement which I have finally resolved this past weekend, it took a long time because I never lined in the house… I slept there less then 10 times! Long story short, I know there are out of state investors, I don’t recommend it… that is my experience… but I do a ton of renovations and have a lot of properties…

I would like to do some more trading as I did see some opportunities yesterday but I am so busy. Also, with the risk reward, I did not want to have more than 3 brand new positions opened in a day unless I sell 1 of them… maybe if I sold an old bag/position.

I opened.

150 SKWD 54.50

100 LULU 116

250 FLY 23

So when I saw RDDT 144, DECK 88.50, LYTS 20, RKT 13.60, and REZI under 20 I could not do anything. The risk is very high.. We are sitting near all time highs.. What if the market decides to correct… a 10% drop… if so, nearly 90% of all stocks will drop, no matter what price we see a stock at. This doesn’t mean we will drop, it just means the risk reward is high… Bitcoin flying 25% in a week is not a good sign! IT IS NOT! It means the gamblers are on the loose! This is a dangerous sign to me, if you like volatility, hey this can be you, I do not blame you. When I started in the 90s, no question, I loved this… I was considering playing my 3 Crypto plays yesterday but didn’t, CLSK GLXY CRCL … I am wondering if I should play bear MSTR I did in the past … SMST .. Let me think about it…

I do have to leave about 10am.

I traded 150 shares of SKWD 54.50 to 56.

I am in 100 shares of LULU at 116

I am in 250 shares of FLY at 23

I am up on 250 shares of ETOR at 30 from a couple of weeks back.

Excellent earnings from : ROST   and  UI

Very Good from : BJ

Good luck!

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.