Department of Defense just awarded $ARSMF a contract for $168M for a supply of fluorspar from the only US fluorspar mine in the US. Fluorspar is used in every industrial a metal application. It's probably used in the metal to make the drones. $.45 is a great price before it really runs. It's about to go into production this quarter. It's also used to make uranium hexafluoride for nuclear production. Bullish

Given the volatility in markets, do you believe silver will continue to be a reliable hedge against inflation and economic instability, or are there other factors that could disrupt its traditional role in portfolios?

Highly recommended

As the CEO of #Verizon alluded to, I suspect there is a "Gotcha factor" at play here. Verizon is betting on 'upselling' customers to higher-tier plans, insurance, and/or other fees once they get in the door. In your analysis, what is the most common 'hidden cost' that turns this $25/line deal into a much more expensive monthly bill for the average family?

This sounds pretty revolutionary. Are any other companies doing somehing similar? What companies does it compete with?

I like #Netflix, but they only have 9 billion in cash. So they will probably do a secondary at some point in my opinion. Purchase price is 82 Billion. We will see.
Bullish on $NFLX.

The primary challenge in quantitative finance is not finding a signal, but ensuring its robustness and preventing alpha decay. What specific methods does your portfolio management strategy employ to combat common issues like data-mining bias (overfitting to historical data) or sudden market regime shifts (when signals stop working)? For instance, are you using regime filtering, dynamic re-weighting, or incorporating fundamental data overlays to validate the purely quantitative signals?

You draw a parallel between Carl Jung’s concept of Synchronicity and the rise of brain-computer interfaces (like Neuralink) potentially ‘amplifying’ pattern-recognition so we notice more ‘meaningful coincidences.’ Do you envision any concrete experiments or observations that could help distinguish between true synchronicity (as a “cosmic wink”) vs. enhanced perception or retrospective pattern-hunting by our own minds — especially in a world saturated with AI and algorithmic predictions?

Good breakdown — I see the bullish case for GameStop and why many traders are jumping in ahead of the earnings. The big cash reserve, history of execution, and the fact that options activity has surged suggests some expect a big rebound.

But I remain cautiously skeptical: the company’s core retail business has struggled for years (declining sales, shifting gaming consumption to digital), and it’s not obvious yet whether new strategies or investments will offset those structural headwinds.
Nasdaq

So to me this is less a “safe bet” and more a “high-risk, high-reward lottery ticket.” If GameStop nails the next few quarters and shows real transformation, upside could be large — but downside remains meaningful if execution or the macro trend disappoints.

And charge up where? On whose network?