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Posted

Sold my entire GERN position.  That’s one less biotech to torment me.  Bought 10,500 shares of WWR (World Wide Rasslin’) at $1.54.  
Sold my entire AMYZF position.  Bought 52,000 shares of APAAF.         
GERN will be acquired by Big Pharma, but I have no idea when.  WWR is in primo position to take advantage of the catalysts in the critical minerals sector >now<.
AMYZF will be acquired by or partner with a bigger fish because their recycling process works.  As with GERN, I have no idea when this will happen.  Like WWR, APAAF is in position to uptick because critical minerals.             
Sold 5,000 shares of IBRX.  Added 2500 shares of UURAF at $5.14.  Still have 22,000 shares of IBRX, but who in the hell knows when it will move.  I think UURAF will be $10 by EOY. Busy day.

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Posted

I've been holding shares in this stonk for a few years now. They announced a $75M investment today from an investor they haven't disclosed yet for some reason. I've been in and out of options a few times pretty profitably as well as its a fairly volatile stonk, and I'm currently holding a bunch of Jan '27, $7 calls at a price of $.65. For a company beginning the day with a market cap of about $600M, its crazy to see them on the top 10 options volume leaderboard today.

Who knows if the price will take off further or fall back like it usually does, but I've never seen this type of options action with POET before, and its probably because its starting to get some of that wsb hype. Going back 2 years, you can see how high today's relative options volume was. 

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Easily the stonk in my holdings with the greatest reward potential in my mind, as well as the greatest likelihood of going to zero. They have been talking samples to customers and design wins for a while.....but so far shit for revenue. Its one to keep an eye on if they ever get their shit together, or if its revealed that the $75M came from one of the AI powers (which is likely the reason for today's options speculation). 

 

Posted
@harrison

May have found another critical minerals play, ARSMF. Fluorspar is their main focus, with Germanium and Gallium found in their deposit.

Read about fluorspar and how integral it is to: semiconductor manufacturing, processing uranium for nuclear fuel, steelmaking
They are the only permitted fluorspar mining company within the US and they are on the verge of production. $40MM market cap.

Also, any thoughts on Tungsten? TUNGF debuted earlier this year and it’s looking ripe for a breakout.

ARSMF up 37% today. I think I’ve narrowed down the critical mineral space to: UURAF, ABAT, UAMY, WWR, NB, ARSMF, UUUU, TUNGF, and USAR - all US companies with US operations. Extra bonus points for ABAT, UAMY, and USAR cause they have the words US/America in the name. I threw in APAAF cause Harrison usually isn’t wrong and they are spending big bucks on courting investors in Europe.
With the exception of my core investments: TCNNF (Cannabis), HOOD (Finance/Banking), MSFT (Tech), PLTR (DEPARTMENT OF WAR/BIG BROTHER NEVER LOSES), UNH(Warren Buffet), COST (on a pullback), META (I really like their glasses), RDDT (I’m on there way too much) I’m pretty much focused on the critical minerals for the next few months. Wanted some traditional energy stocks but I feel like they’ve just been lagging behind this year.
HOOD is by far my biggest single holding with 500 shares, the event trading contracts are a fucking killer. I think that’s going to net them at least an extra $100MM in Q3, which is almost 1/3 of their quarterly revenue. And that’s just with one month of football. Their Q4 earnings should be absurd.
Posted
18 minutes ago, TonyTexas said:

I like what @Harrison Stafford did today. Sell the dogs and hold the winners. Too many retail investors do the opposite. 

Thank you @TonyTexas.  I’m an old and the term “deferred satisfaction” is no longer in my vocabulary.  I would’ve sold the 20,000 shares of RVPH, another biotech, today except it’s moved from .37 to .84 in the past week (keep an eye on it). Because UUUU and EOSE have taken flight in the past few months and am seeing the payoff, I’m glad I held them since 2020 & 2021, respectively.  Would I do it again?  I don’t think so.  At this point in my life, the things I’m willing to wait for are few and far between.  Besides, waiting indefinitely does not fit the definition of a stonk.  Every stonk I own best get with the program or I WILL find something in the critical minerals sector that will make me money in the next 6 months!!

Posted
Sold my entire GERN position.  That’s one less biotech to torment me.  Bought 10,500 shares of WWR (World Wide Rasslin’) at $1.54.  
Sold my entire AMYZF position.  Bought 52,000 shares of APAAF.         
GERN will be acquired by Big Pharma, but I have no idea when.  WWR is in primo position to take advantage of the catalysts in the critical minerals sector >now<.> AMYZF will be acquired by or partner with a bigger fish because their recycling process works.  As with GERN, I have no idea when this will happen.  Like WWR, APAAF is in position to uptick because critical minerals.             
Sold 5,000 shares of IBRX.  Added 2500 shares of UURAF at $5.14.  Still have 22,000 shares of IBRX, but who in the hell knows when it will move.  I think UURAF will be $10 by EOY. Busy day.

I’m with you on WWR. Funny story. My RH was set to enter the buy amount in shares and not total dollars. Ended up buying 1k shares early this morning at $1.59 instead of the $1,000 worth of the stonk as I originally intended. No worries. Just more sick gains this way.

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