Quality Specialist at @anduriltech | Sharing memes and my portfolio with full transparency since 2023

Joined June 2023
Anduril just went from startup to a BlueChip company
BlueChip. Built in America. America made the first electronic computer to win a war. Now we depend on our greatest adversaries to build the computers that run our economy and defend our nation. Today, we bring it home.
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It’s kinda crazy to me that we take sunlight captured by grass, feed it to a 1,200-pound ruminant whose rumen is a living fermentation vat of trillions of bacteria, protozoa, and fungi that break down cellulose we can’t digest and rebuild it into complete proteins with every essential amino acid plus heme iron, B12, and creatine, then we selectively breed these animals for thousands of years, raise them, harvest them, grind the trimmings to a precise fat ratio, and the myoglobin in the muscle blooms bright red when it meets oxygen, and that this stuff is dense enough in bioavailable nutrients that it can literally build human muscle, fuel brains, and support entire civilizations oh yeah and we mostly just form it into a patty and slap it on a bun with some ketchup
It’s kinda crazy to me that we melt sand down, clean it to 99.99999% purity, literal wizards have to draw it slowly into an ingot, we cut it, inscribe a hundred billion little on/off switches on it, and when you run electric current through it you can do basic arithmetic, which when you do enough of it can do any math on the planet, and which describes reality well enough that we can teach it the ontological meaning of words and their distance from each other on a high-dimensional space, and if you ask, it can tell you what word comes next and that apparently is powerful enough that if you do it a hundred billion times it’s the smartest thing to ever exist oh yeah and we use this primarily for email
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I kinda want $ASTS to get taken down to $30 so all these crybaby shareholders can finally be shaken out
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This is why I post and ghost If I stick around too long I find myself getting irritated w/ 90% of FinTwit
The longer I spend in the trading community and on this app in general, the more I turn into Wolf
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When the margin call hits but the antidepressant hit first
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People get assigned early on covered calls and cash secured puts and don’t know why The difference between the strike and current price = $22 The difference between $22 and the option price = $0.25 (extrinsic value) Time to roll soon 🛞
Replying to @GarciaCap
My cash secured puts are getting crushed, but I’m not worried about early assignment The plan is to roll these down+out when the extrinsic value of the options gets to $0.20
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$PLTR I’m grateful to never have listened to faceless accounts telling me to sell at $16
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$ASTS instead of complaining and getting emotional about the recent price action, I reduced my cost basis down from ~$70 to ~$52 per share
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My cash secured puts are getting crushed, but I’m not worried about early assignment The plan is to roll these down+out when the extrinsic value of the options gets to $0.20
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How I feel posting on X after taking a break
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I’m so jealous of the energy from other stadiums man.. the vibes will be absolutely electric while Dodger stadium is like
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“The factory is the weapon.” -@traestephens
BREAKING: The U.S. Army is preparing to stress-test America’s manufacturing capacity and supply chains. In early 2027, Army facilities and private manufacturers will compete in the first-ever “Manufacturing Rodeo,” designed to expose bottlenecks in America’s defense industrial base.
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The museum sniper team:
If you accidentally break something insanely expensive in a museum (like a $10M vase), what actually happens to you legally and financially?
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Any payload?
Today’s missile defense model does not scale. The modern fight demands an interceptor that can match cost and capability to threat. Introducing Steelfin.
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Anduril has just announced that it’s manufacturing interceptor missiles. A few weeks ago, General Motors announced it’s producing parts for Patriot Missiles. The Factory is the Weapon ⚔️
Anduril is making interceptor missiles.
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Volunteer police chief fired after Palantir probe ➡️ bbc.in/4AQTD7M
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Protect all women crowd: “Palantir is evil.” “But Palantir just helped sack a senior Met officer for photographing and saving intimate images of a woman on his work phone.” “I don’t want results. I want to complain about Palantir.”
Volunteer police chief fired after Palantir probe ➡️ bbc.in/4AQTD7M
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Visited the last Rainforest Cafe operating in California today
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ABC will be known as the Anduril Broadcasting Company by the time Palmer is through with them
ABC won't talk to me in person even when I track down a news truck full of reporters!
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