inanis_

inanis_

Credit to Mr. Tom Lee for this one. Small caps are at a multi-decade low in value relative to the S&P. The Fed beginning to cut will be the catalyst for a huge move in the Russell over the next 12-18 months

inanis_

Gold has broken out of a multi-year resistance to new all-time highs. Silver has been lagging Gold. It has started to move and should accelerate in its catch up once Silver future push through 26. I am long SLV as a proxy. Silver miners may also be a great play but I don't like the rise in energy prices, which could continue to be a headwind for them.

inanis_ Updated 

Gold has tested the $2000 area twice and failed. If it makes new all time highs, above 2050-2070, it could easily run to 3k. One of the few spots of strength in the market along with bitcoin since the Silvergate&SVB triggered banking crisis. Out of position on a weekly close under 1750.

inanis_ Updated 

The company is my favorite of the publicly listed crypto related stocks. It's cheap and well run. Made lots of acquisitions on distressed crypto assets over the past several months as crypto experienced negative events and drawdowns.

inanis_

Wif is the blue chip meme on this crypto cycle. Doge went to nearly 100 billion market cap at its peak, and it doesn't even have a hat. If you like the silly, wif is worth a bet. I've been in this thing since 2023.

inanis_

At some point there will be a boom biotechnology stocks. They haven't done much in the past ten years. I believe IBB will pass 250 within the decade. However, if the market remains stable, without any 20%+ corrections, I think IBB hits 250 to 300 in the next year

inanis_ Updated 

Cleveland-Cliffs the steel producer looks cheap here. CEO has been working to reduce the blast furnace emissions which gets them a lot of praise. Cleanest steel produces in the world. CLF is vertically integrated and the fact it produces its own ore is huge. May acquire US Steel before year ends which would give this company a lot of power when it comes to the...

inanis_ Updated 

A sure bet. 100%. Refinance your house. Sell your business. Put it all into AMZN and double yous money in a couple years as Amazon's economic moat continues to widen. If it doesn't happen forget I said anything.

inanis_ Updated 

Playboy stock has been sinking for a while. That said the stock has been coiling in the $2 area for a month. I think if it can break through about $2.20 the stock can pop quick to over 3 dollas. If it falls under $1.50 I'll bug out of the trade. It is a small position

inanis_ Updated 

FSMA Rule 204 is coming into effect after the State of California won a lawsuit against the US Federal Government to enforce the law that was passed but sitting idle since the Obama Admin. Park City Group, Inc. owns the software Repositrak that has the most accreditation from the food safety industry. CEO has the pep in his step as the demand for food traceability...

inanis_ Updated 

MARA is a bitcoin mining company that trades at a cheap price. It adds more bitcoin to it's assets every day. This stock is probably at at least 60 bucks the next time bitcoin tests its highs in the 60s. If bitcoin is at 100k in the next few years I think this stock is well over 100 bucks. So I think there is more upside to this stock than bitcoin itself.

inanis_ Updated 

Could see this dip further into the high 70s. I'm a buyer at these levels. Lot of long term support. Disney is a company relevant yesterday, today, and will be in the future. Looking to see it trading at levels double from what they are now within the next 2 years.

inanis_ Updated 

Fertilizer stocks like this one and MOS are highly cyclical. Fertilizer has taken a beating lately, if things get uglier this stock could get cut in half. If things go okay it could easily double and outperform others in the group like the bigger MOS. IPI could also get bought out any time.

inanis_ Updated 

Aluminum is a highly cyclical sector just like other industrial metals. If you think the cycle continues, this is the sport to buy at trough levels. It could get cut in half if things get ugly. If things go okay and demand rises and the sector tightens, this stock can travel to $25-30 quick like it has several times before. Small investment. AA Alcoa Corp is a...

inanis_ Updated 

Loews Hotels is an upscale hotel chain in the States. I like the chart technically for a break out. I also like its holdings. I think a move into 90-110 dollas is pretty easy as money rotates into cheap assets like it.

inanis_ Updated 

Solana is one of the few crypto projects here to stay. A high performance blockchain with strong dev activity. Hated by many, this one reminds me of ethereum coming into the 2020 bull cycle. Sol is one of the few that I think can also pull a monster move.

inanis_

Inflation has come down down, FED is planning to begin cutting rates this year. Interest rates are the highest in the US of any developed country. Long term bonds especially are a good investment here. EDV and TLT both track them and are currently paying a good yield too. I expect these to double from current prices over the decade. The next time things break and...

inanis_

Dell nice breakout on a great earnings. It is not crazy expensive. Earnings probably get bumped up to 10 dollars for next year from 7-8 dollars a share on the server backlog. Put an AI multiple on that and baby you got 20-30 times next years earnings of 10 dollars by summer, or a 200-300$ stock ha.