I've been watching this unfold.

At its core, this article provides yet another lesson on the high price that leverage can inflict on investors. When the market for an asset becomes highly leveraged, the risks increase markedly. We are reasonably confident that this bullish charge in silver will end poorly, as it has in the other two instances. What we don’t know is when the shift will occur. Complicating the timing is that the CME could, on any day, terminate the leverage.

Very impressive that the CEO personally reached out to you. But I wonder how accurate the company's modeling is. Couldn't things go very wrong for the company if too many users maximize this deal and cause a larger loss for $VZ than expected?

Marc Lichtenfeld I believe your numbers are incorrect. I went back and double checked in the actual 10Q and on trading view. If you had an assistant do this research, I believe they used AI as a shortcut and did not verify the data.

Curious as to why Scienjoy is pivoting from livestreaming to AI digital humans. Is there a strategic reason, for the move? Or are they just riding the wave of the latest fad?

Mark Hake During the factory tour, what did management say about their plans to scale production and meet growing demand — especially internationally — and what risks did they identify that might impact those plans?

Agreed. As long as the penalties for getting caught are insignificant compared to the money that can be made for committing the fraud, nothing will change. It's a simple risk/reward ratio.

Buying since $30 takes some patience. Do you feel the fundamentals today are stronger than when you first started buying? Curious what indicators you’re watching.

Interesting article...but pretty sure Applovin is already in the index.

Given the macro headwinds many retailers face right now, how much do you think the performance of Shoe Carnival, Inc. depends on its rebranding/“one‑banner” strategy (Shoe Station) versus broader consumer‑spending trends? If consumer demand remains weak, can the rebrand alone sustain growth — or is a macro rebound essential?