Posted by kingpin15 on 14th of Oct 2025 at 10:11 am
Trade Alert: Sell ALL VanEck Rare Earth and Strategic
Metals ETF (REMX) In Q3 and Q4 last year, we added near the price point of $41 on
REMX and included buy alerts on MP Materials (near $28, $33, now PM
is near $95) as part of the national security basket. Exiting rare earths here. Keep in mind we were DOUBLE long the national security
stratigic metals plays, MP is 8% of REMX... Larry Macdonald
bear traps report
Anduril’s new EagleEye AR technology allows soldiers to "see
through walls", control UAVs/drones through the heads-up display,
and generally bring AI to the battlefield. The notion of a "drone
control center" for soldiers strikes us as thematically exciting
and tactically critical. KOPN is a likely beneficiary of EagleEye
and was involved in the initial IVAS program, where it contributed
high performance microdisplays. Then, 4 weeks ago, a promising
headline came out regarding a DoD contract win for Kopin to
continue making such displays. This is coming as a bill is moving
through Congress to ban Chinese and Russian produced displays,
which will directly benefit Kopin. Additionally, drone names Ondas
Holdings and Unusual Machines recently took down a $41M private
placement in Kopin, which may indicate a scale up of manufacturing
activity. Theon, a $2.3 B provider of night vision and thermal
imaging also participated. With the decoupling spat of last week,
and these tailwinds, it seems like a good time to be an American AR
display producer. EagleEye combines AR with drone operation at the
HUD level for soldiers, which could well cast renewed focus on AR
as an industry, and see Kopin's momentum continue.
Posted by kingpin15 on 8th of Oct 2025 at 08:26 pm
chart link Recent filings include a
3.2% NYC increase for 2025and a proposed
17.9% electric rate hike for 2026–2027, supporting
revenue growth. Forward P/E of 19.5vs. sector average of
21.5
Posted by kingpin15 on 8th of Oct 2025 at 06:48 pm
Not to mention the massive amount of people that must have left
DXCM for ABT after DXCM recently received an FDA warning letter for
unauthorized design changes to its G6 and G7 glucose sensors, which
raised concerns about accuracy and potential risks for
users—including those hospitalized.
Posted by kingpin15 on 8th of Oct 2025 at 06:45 pm
In April and May, across our high-conviction portfolio, our
total longs were near 80, one-third of positions, and we exited all
shorts at that time. Today, we are down near 55, one-third of
positions, while adding meaningfully to SQQQ (short Nasdaq), NVDS
(short Nvidia), and VIXY (long equity market volatility), with just
FAZ (short financials) remaining in the portfolio at
3/3. It’s worth noting that we have never included a short position
in the high conviction portfolio until now. Long FAZ.
The community is delayed by three days for non registered users.
thinking short on bounce back
CVNA
Posted by kingpin15 on 14th of Oct 2025 at 10:27 am
thinking short on bounce back to $350?
Trade Alert: Sell ALL VanEck
Posted by kingpin15 on 14th of Oct 2025 at 10:11 am
Trade Alert: Sell ALL VanEck Rare Earth and Strategic Metals ETF (REMX)
In Q3 and Q4 last year, we added near the price point of $41 on REMX and included buy alerts on MP Materials (near $28, $33, now PM is near $95) as part of the national security basket. Exiting rare earths here. Keep in mind we were DOUBLE long the national security stratigic metals plays, MP is 8% of REMX...
Larry Macdonald
bear traps report
KOPN chart Anduril’s new EagleEye AR
Posted by kingpin15 on 14th of Oct 2025 at 10:08 am
KOPN chart
Anduril’s new EagleEye AR technology allows soldiers to "see through walls", control UAVs/drones through the heads-up display, and generally bring AI to the battlefield. The notion of a "drone control center" for soldiers strikes us as thematically exciting and tactically critical. KOPN is a likely beneficiary of EagleEye and was involved in the initial IVAS program, where it contributed high performance microdisplays. Then, 4 weeks ago, a promising headline came out regarding a DoD contract win for Kopin to continue making such displays. This is coming as a bill is moving through Congress to ban Chinese and Russian produced displays, which will directly benefit Kopin. Additionally, drone names Ondas Holdings and Unusual Machines recently took down a $41M private placement in Kopin, which may indicate a scale up of manufacturing activity. Theon, a $2.3 B provider of night vision and thermal imaging also participated. With the decoupling spat of last week, and these tailwinds, it seems like a good time to be an American AR display producer. EagleEye combines AR with drone operation at the HUD level for soldiers, which could well cast renewed focus on AR as an industry, and see Kopin's momentum continue.
3rd massive volume day
AQMS vol day#1 take notice AQMS
Posted by kingpin15 on 13th of Oct 2025 at 01:48 pm
3rd massive volume day
another +9%
AIRS chart big GLP1 benefactor
Posted by kingpin15 on 13th of Oct 2025 at 01:43 pm
another +9%
Joby (JOBY) buyer 2000 November
Posted by kingpin15 on 13th of Oct 2025 at 12:00 pm
Joby (JOBY) buyer 2000 November $16 calls $2.60 to $2.65
ACHR daily
Posted by kingpin15 on 13th of Oct 2025 at 11:58 am
ACHR daily
thx for sharing
Don't know if you've read Kuppy's take on AI and ...
Posted by kingpin15 on 9th of Oct 2025 at 04:07 pm
thx for sharing
autonomy, ai, robot, all of
TSLAhttps://stockcharts.com/h-sc/ui?s=TSLA&p=5&yr=0&mn=0&dy=10&id=p75882857586&listNum=6&a=2090450833
Posted by kingpin15 on 9th of Oct 2025 at 02:18 pm
autonomy, ai, robot, all of it
plus the channel broke..........
Sold PALL and bought DUST this morning. Great timing. Any ...
Posted by kingpin15 on 9th of Oct 2025 at 02:01 pm
plus the channel broke..........
chart link Recent filings include a
Posted by kingpin15 on 8th of Oct 2025 at 08:26 pm
chart link
Recent filings include a 3.2% NYC increase for 2025and a proposed 17.9% electric rate hike for 2026–2027, supporting revenue growth.
Forward P/E of 19.5vs. sector average of 21.5
is anyone taking these or
CNR daily
Posted by kingpin15 on 8th of Oct 2025 at 08:21 pm
is anyone taking these or paying attn?!?!?! LOL, J/K.....
Not to mention the massive
ABT Daily
Posted by kingpin15 on 8th of Oct 2025 at 06:48 pm
Not to mention the massive amount of people that must have left DXCM for ABT after DXCM recently received an FDA warning letter for unauthorized design changes to its G6 and G7 glucose sensors, which raised concerns about accuracy and potential risks for users—including those hospitalized.
In April and May, across
FAZ, Banks, Financials
Posted by kingpin15 on 8th of Oct 2025 at 06:45 pm
In April and May, across our high-conviction portfolio, our total longs were near 80, one-third of positions, and we exited all shorts at that time. Today, we are down near 55, one-third of positions, while adding meaningfully to SQQQ (short Nasdaq), NVDS (short Nvidia), and VIXY (long equity market volatility), with just FAZ (short financials) remaining in the portfolio at 3/3. It’s worth noting that we have never included a short position in the high conviction portfolio until now. Long FAZ.
#beartrapsreport Larry McDonald
nice look, was eyeing IHI
ABT Daily
Posted by kingpin15 on 8th of Oct 2025 at 04:12 pm
nice look, was eyeing IHI etf
reclaimed 200d today Steve chart
TDOC Updated
Posted by kingpin15 on 8th of Oct 2025 at 03:44 pm
reclaimed 200d today Steve chart
more$$$
AIRS chart big GLP1 benefactor
Posted by kingpin15 on 8th of Oct 2025 at 03:43 pm
more$$$
AMZN goina trigger long tonight
Posted by kingpin15 on 8th of Oct 2025 at 03:40 pm
AMZN goina trigger long tonight on the kiss
BA looks ready, i may
Posted by kingpin15 on 8th of Oct 2025 at 10:00 am
BA looks ready, i may front run the KISS system - https://schrts.co/RfERZBcw
how do you set the
Tuesday Newsletter
Posted by kingpin15 on 7th of Oct 2025 at 07:16 pm
how do you set the purple dots at higher lows on the SPX chart 8 and 9 for example? thx