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Value & Event Driven Investor | Cyclist, Golfer, Cigar Addict | Weekly Stock Market Call at https://xitter.gq/t.co/kmn9sRMoMz | Not Advice

Puerto Rico
Joined March 2026
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Inside day today on $QQQ + $SPY but rotation into the other sectors still in play - $SBUX and $XLP exp. bustacapital.substack.com/p/…
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BustaCapital retweeted
Russell 2000 profitable stocks took a recent hit, but are still crushing non-profitable stocks YTD Source: Bloomberg, as of 11/6/2026. Profitable companies have trailing 12-month earnings per share greater than $0. Indexes are unmanaged, do not incur management fees, costs and expenses and cannot be invested in directly.  Past performance is no guarantee of future results.
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BustaCapital retweeted
Since October until today: the catch up trade in left for dead value names/sectors and catch down in the crowded trade. $VFC +50% $SWK +40% $EL +27% $RKT +31% $CPRT +21% $SBUX +15% Compared with tech/semis $CRWV -44% $MU -26% $AMD -21% $NVDA -15%
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If I didn’t spend my early 20s on a future a desk trading Dax/WTI then there’s no way I’d be able to do what I do today esp trading that $OMH which was great - further I’d be forced to talk with the deep value dorks about TAM and other pointless stuff.
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$INTC took out all the tourists - got long. We're trading at book (at/near give or take) this is going to $70-$75 by end of November. Write this down.
$INTC $50-$55 the spot will be a buyer
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Hypocrisy is alive and well. I see this shit all the time.
Dave Chappell is the smartest comedian alive, he literally reversed it back to them. 🤣🤣🤣🤣🤣
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$56-$58 is the spot on $SOXL
We flagged $SOXL in the LongVol Weekly Report before the move. Readers had the levels in advance: $37–$45 as a potential base, with a daily close above $58 as our model’s buy trigger. That’s how we use data at LongVol: give readers a plan before price moves. TheLongVol.com
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$EL margin expansion + China sales up + guidance raised for 2027 = 52 week highs and $130 /share. The is what #valueinvesting looks like.
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I'm issuing a fatwa on $OMH and all small caps from this day forward.
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$SOXL above $48/$50 should end up being a quick move to $60/$64
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Cyclicals, value/stapes all off the lows in the last few weeks as growth got smoked. @longvolreport $VFC $EL $RKT $SWK etc.
The rotation is already showing up under the hood. Four LongVol Preferred names are up 30% or more from their October lows. $VFC +45% | $CCI +33% | $RKT +31% | $SWK +30% Meanwhile, select chip stocks are in 45–53% drawdowns. More in this week’s LongVol Report. TheLongVol.com
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This is how it went down $NVDA
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You sold merch at his funeral
To see leftist podcasters, comedians, and commentators laugh about political assassination as though it’s entertainment and the destruction of a human life is a punchline, is beyond disgusting. My husband, Charlie Kirk, was killed in an act of political violence, something our two children and I will live with every day for the rest of our lives. A culture that laughs at assassination is one of profound moral decay. It threatens the very foundation of our country and the principles that hold our democracy together. You do not have to agree with someone’s politics to recognize the value of their life. This should not be so hard. Political violence must never be something this country tolerates, excuses, or celebrates.
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$PLNT is +50% in a month but theres some room to go on this thing bustacapital.substack.com/p/…
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Any and all of these small cap guys who make 50/100, whatever it is - why don’t any of them ever build a portfolio and compound after? Because they’re addicted to the dopamine and other things that come with trading not actually money. You use aggressive trading to get rich. You use portfolio management to get wealthy. Even at $50m if you compound at 17% a year in ten years you’re at $240 million.
KRISTJAN KULLAMÄGI @Qullamaggie TURNED $5K INTO OVER $100M. 🚨THEN LOST ROUGHLY $60M‼️ Everyone studies his setups. Almost nobody studies what happened when he kept trading them in the wrong market regime. 🧠Knowing when NOT to trade a setup may be the most important edge of all.
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BREAKING: US formally demands Iraq to close all its border crossings with Iran, leaving only two open, Iraq's foreign minister tells Al Jazeera. "The US is threatening Iraq with sanctions if it does not comply," an Iraqi official said. It comes just hours after the US launched operation "Iron Gate" to isolate Iran by land by cutting off Iran's land routes.
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$INTC is at book/breakup value this is as clean as a risk on as there was on the name since it was $20 a share in 2025
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$SOXL $50/$52 big spot to clear if we can $58/$60 on deck - right tail it one time for the pinches
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