To The Moon

$EchoStar(SATS)$  I'm buying, here's why: SpaceX S1 disclosed that Echostar owns 261.8 million shares. SpaceX shares are worth $135 at IPO (they are now actually $168). That's $35bn worth of SpaceX shares. Echostar's market cap currently is only $32bn... that's less than the value of their SpaceX shares! And they are doing $14-15bn in revenue by the way (though low margins). Even at a 0.7x industry revenue multiple, that's $10bn in valuation. So it's $45bn EV right there! That's a 40-50% immediate upside when the rest of the market notices this! I got this from Chicken Genius playbook https://x.com/pakpakchicken/status/2065363917078180091

Why didn't anyone listen? See my historical post. I sold everything! 

The original Buffett Indicator (total US stock market value divided by GDP) was around 200% as of March 31, 2025, which is about 1.8 standard deviations above its historical trend. This level also suggests the market is substantially overvalued relative to the size of the economy, implying a pricing bubble.

Market crashing... sell everything 

$Reddit(RDDT)$  Lets go! 🚀

$Hims & Hers Health Inc.(HIMS)$  

$Reddit(RDDT)$ Reddit has been my best investment so far! I have been DCA-ing into it. It still have a lot of room for growth. Beyond the US, it's largely under penetrated. As such, it's DAU is growing at 47% YoY. 

$Nu Holdings Ltd.(NU)$  The proposed income tax reform in Brazil, which aims to exempt individuals earning up to BRL 5,000 monthly, is likely to boost consumer spending among Nubank’s target consumers, who often fall within this income bracket. This reform is designed to alleviate the tax burden on lower-income citizens, potentially increasing disposable income and stimulating consumption. Additionally, the broader consumption tax reform seeks to simplify the tax structure and reduce costs for consumers, further supporting increased spending in the economy.

$Tesla Motors(TSLA)$  lets go!

This statement is false “the market always rewards those earnings results that beat the estimates”, the table shows that thats not true!