Learning each day and telling it like it is. @Hedgeye process advocate / power user. God given talent is free . . . developing and maturing it is expensive.

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lifeimpactintl.org A worthy low overhead charity that saves children by rescuing them from trafficking. The estimate is that for every $15 dollars donated it saves one child out from a horrible situation and into a one that sets their course for healing and restoration that forever changes their lives. It not only impacts them but the generations that follow them . . . a force-multiplier.
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When I first started out . . . . . . As Colonel Shermin T. Potter used to say on M.A.S.H. when Klinger started out as Company Clerk . . . I used the process with all the efficiency of a one-legged man in a butt kicking contest. I still make mistakes . . . but it is my fault . . . no one else's. The fact that Keith and his firm and his team do well is always an encouragement to me. And I appreciate everything he has done and continues to do to teach and coach. @KeithMcCullough @HedgeyeDJ @Hedgeye To provide proper credit, video clip taken from the Macro Show airing on 9/25/2026 hosted by Keith McCullough and Daryl Jones.
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Lifelong_Learner retweeted
Join Fermilab scientists Rakshya Khatiwada and Daniel Baxter as they break down what quantum sensors are, how they work, and why they can make measurements traditional sensors can’t.
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$CDNA . . . also picked up some incremental shares along with $TXG, yesterday. Not everything revolves around chip stocks.
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$TXG . . . Bought a nice chunk on the existing position on the down day that was yesterday. Recovering back nicely today . . . Simply a Rockstar ticker right now. The risk range is starting to widen . . . so from here on . . . I expect more dips like yesterday.
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$BE . . . started accumulating back in August. Waited for a nice dip. Picked up some more at the open today. Volume looks strong and volatility has come way down since it peaked at the beginning of August. And the width of the risk range looks like it's even narrowing a bit which is exactly what to expect with lower volatility.
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$NBIS for those interested. I have trimmed and reloaded several times . . . now heading back up above 240 again where I last sold and reloaded again at 228. As Patton used to say, "I don't like paying for the same real estate twice". The model shows me when I can trim and reload on a bullish trend pattern. Have to see how far this runs before I trim again and wait to reload. Using this approach, you can easily gain and extra 10% to 40% over buy-and-hold on an existing bullish trend for a high-beta stock like this.
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Our property is new rest station for every deer in the area . . . Our latest "guest"
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Lifelong_Learner retweeted
~ In Loving Memory ~ Stephen Douglas Sabol October 2, 1942 – September 18, 2012 NFL Films President and Co-Founder May his art and vision be forever in our hearts
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$ACM Waiting to short this on the next bounce . . .
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$DGII Had this stock on and off over the summer. Got back in yesterday as the model shows more strength again.
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$ATI One of the few mistakes that I have made recently. Took a position in it when it broke out in August. Had to exit, yesterday in favor of much more favorable setups. Buy and hold sucks. Each day holding a stock in a downward trend is opportunity cost where the money could be invested elsewhere . . . . . . because somewhere some stock is going up or able to be shorted going down.
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$AMD Had this since the beginning of September along with $INTC
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Lifelong_Learner retweeted
San Jose: DON vs. AI LIVE in San Jose, CA Wed, Sep 30 @ImprovSanJose Get Your Tickets Now! #SanJoseEvents #TechComedy #standupcomedy #cleancomedy
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Lifelong_Learner retweeted
Back in the late 1800s and early 1900s when millions of immigrants flooded our shores, no paperwork was required to immigrate. No passports, visas, or work permits. Anyone who could afford a ticket could board a ship, arrive in America, answer a few basic questions, and be on their way. They could stay as long as they wanted, work wherever they wanted, buy property, start businesses, and basically do anything any American citizen could do. In fact, in most states, they could legally vote in local, state, and even national elections, subject to the same poll tax, literacy test, or other qualifications required of American citizens. If they wanted to naturalize, they just needed to register their intent and were given seven years to complete the paperwork necessary to become American citizens, which millions of immigrants were proud to do. Things began to change in the 1930s with the advent of social security numbers, and then more so with the Alien Registration Act of 1940, signed into law as a WWII security measure. When the war ended, instead of being repealed, in 1946 it evolved into what we now call Green Cards. In effect, we had completely open borders and the country thrived. In fact, during the decades we now call the Gilded Age—the high-growth period that Donald Trump claims he wants to emulate—our borders were wide open. The reason this worked so well is that we had no welfare state. People came to America for freedom and opportunity only. They came to contribute to our economy, not live off it. They did not drain our resources; they added to them. The lesson is that immigration is not the problem. The problem is the welfare state. Shut off that magnet and America will no longer attract people looking for free stuff. In fact, we need to turn off that magnet for everyone, so those who are looking for free stuff will leave to seek it out someplace else.
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$CDNA . . . another Rockstar.
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$TXG . . . Rockstar. For all the hype about $NBIS over the past 3 months . . . Trimming into that position again . . . BTW.
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$NBIS Added more into the last week's close and into today's open . . . Signal is stronger with increasing volume trend . . .
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Lifelong_Learner retweeted
We're told FDR's leadership ended the Great Depression. It's a myth. FDR passed dumb rules. He raised farm prices by buying and often destroying crops. Economist Don Boudreaux: "People were hungry and they were destroying food. How was that good? ... People can't eat prices!”
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Lifelong_Learner retweeted
When rare decays enter the precision era... The CMS collaboration CERN keeps seeing the same intriguing pattern in decays of bottom quarks to strange quarks and two muons: systematically lower rates than predicted by the Standard Model! 👉Read more cms.cern/news/when-rare-deca…
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