30 Years Old | Documenting from 200k to 1M | Options Seller | Real Estate | Crypto | Not Financial Advice
Joined January 2026
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Hands down my best YTD stock is at a 30% return and it pays a 6% consistent dividend.
People are so focused on the sexy themes or hype trends (myself 100% included) but some of the staples or certain sectors of the market are doing well.
That stock is $MO
My biggest holding for the longest time has been $NVDA, that blow out report is crazy.
But Raymond James raising their price target to $515 is mind blowing. 🤯 is that really even possible?
Would love to see $IREN $90 soon
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Keep the green coming, curious how high we go before we see some pull backs. The critical minerals sector getting a nice boost.
My $USAR & $UUUU seeing some much needed love.
$ONDS in the 9s, I was scooping their dip up like crazy. I’d love to see a push into the mid teens after their earnings report.
$IREN looking good ahead of their earnings, lots of eyes on the neocloud sector after $CIFR earnings. If IREN and $NBIS tank I will likely keep buying into IREN.
Slightly red on $SMR & $ACHR, continuing to hold them but not enough dry powder to buy them here. I see better opportunities with the names mentioned above.
If we see a green August I may take trim some of these higher beta names. 350k EOY goal within sight after this week.
Buying the dip and accumulating in the lows has been fruitful public account now at 306k.
What stocks are you watching? I think with contributions and a potential 2nd half pump we can hit my 350K end of year goal.
Mind you I started this account this year in January at 200k and have had explosive growth with some leveraged plays that I’ve trimmed down.
10k day so far, turned out to be a nice Green Day so far. Not getting my hopes up as I’ve often seen relief pops and big Green Day’s followed by red days.
The bullish sentiment seems to have picked up so I am holding off on selling any covered calls at this time just in case. As well as important earnings are about to hit.
I envy the ones that’s sell calls and puts through earnings season. I have done it in the past but not this time. I love seeing everyone else’s portfolios also doing well today.
People are expecting a big day tomorrow.
I’ve seen it go flat and pop off from headlines. The public account is at 285k, let’s see if we do get a green wave tomorrow. I’ve been buying these dips primarily for $IREN $ONDS $USAR and $UUUU.
Let’s see how high we fly come tomorrow. Well on my way to 350K value by year end. Stretch goal is 375-400k.
People are expecting a big day tomorrow.
I’ve seen it go flat and pop off from headlines. The public account is at 285k, let’s see if we do get a green wave tomorrow. I’ve been buying these dips primarily for $IREN $ONDS $USAR and $UUUU.
Let’s see how high we fly come tomorrow. Well on my way to 350K value by year end. Stretch goal is 375-400k.
MSBInvests retweeted
NEXT WEEK’S EARNINGS ARE MASSIVE FOR GROWTH
• Monday | $PLTR, $CLPT, $ON, $GRAB, $SNAP, $WGS, $VOYG
• Tuesday | $AMD, $SPCX, $CIFR, $ZETA, $ANET, $ALAB, $TMDX, $KTOS, $DOCN, $HUT, $OPEN, $PRCT
• Wednesday | $SNDK, $APP, $IONQ, $MELI, $UBER, $SHOP, $EOSE, $OSS, $VPG, $DUOL, $FIG, $SYM, $RDW, $FLNC, $VIAV
• Thursday | $CELH, $DDOG, $OSCR, $NET, $TTD, $U, $QBTS, $AAOI, $RCAT, $TEAM, $OUST, $SHAZ
• Friday | $OKLO, $VST
My current strongest conviction stocks that are newer additions to my portfolio are:
$IREN
$ONDS
$UUUU
I believe in my other holdings but I believe these 3 should provide outsized returns in the next couple years. I am building these positions and if they pop as much as I believe I will be extremely happy.
I’ve been absent, grinding on the day job and projects. The public portfolio is around $270k, 50k down from our June 2nd highs of $320.
That’s okay, we are going to keep accumulating these dips. I believe in these companies and when it turns around we’re going to push for those new ATHs.
Hard to stay consistent on here, it’s a mental grind. Especially with other jobs and priorities. But we’re still treading. I’m hoping to see 350k in the public portfolio by end of year.
MSBInvests retweeted
China Has Never Been More Aggressive on Critical Minerals… Yet Almost No One Is Talking About It $MP $USAR $UAMY $ALOY $UUUU $AREC $TMC
JUST IN THE PAST 2 WEEKS:
1) June 15th New Mineral Resources Law was codified into law.
Expanded central government control over strategic mineral resources. Strengthened oversight of exploration, mining rights, production planning, and strategic reserves. Elevated critical minerals further into China's national security framework.
2) China reaffirmed its export controls.
Following criticism from the G7, China defended its critical mineral export controls as lawful. No indication was given that restrictions would be eased.
3) U.S. requested relief for Japan's rare earth supply… and was denied.
During recent trade discussions, the U.S. urged China to restore or ease rare earth exports to Japan. China straight up said no, and justified their restrictions yet again.
4) MP Materials and USA Rare Earth added to China's Export Control List.
Chinese exporters were prohibited from supplying controlled dual-use items to these companies. Existing exports covered by China's export control regulations were halted.
5) National whistleblower hotline launched.
China established a reporting system for:
Critical mineral smuggling, transshipment, export-control violations, and more. Rewards may even be provided for qualified reports.
6) Increased enforcement of export controls.
Chinese authorities increased enforcement efforts, including investigations and detentions related to alleged attempts to circumvent rare earth export controls. Chinese authorities detained two Japanese nationals on suspicion of attempting to smuggle rare earth-related materials or otherwise violating China’s export control regime.
🤖 Made with AI
I interpret this as extremely bullish for $UUUU it now can be seen as a full end to end western domestic REE company from refining to magnets.
The dilution will be the make point of conversation in the near term, but if the company executes well this should get a rerate very soon.
NEWS: Energy Fuels Announces Definitive Agreement to Acquire VAC for $1.9 Billion Equity Value $UUUU
Energy Fuels Inc. today announced a definitive agreement to acquire 100% of Vacuumschmelze GmbH & Co. KG, Ara VAC TopCo US LLC, and their respective consolidated subsidiaries (collectively, "VAC") from Ara Partners for a total cash-and-stock consideration of approximately $1.9 billion based on Energy Fuels' closing share price of $16.12 as of June 22, 2026, creating a fully integrated platform to strengthen global critical rare earth element ("REE") supply chains.
VAC is a leading advanced magnetics company with over 100 years of production expertise, more than 400 patents, over 1,000 customers, and operating magnet production facilities in North America, Europe and Asia, including a state-of-the-art facility in Sumter, South Carolina, with capacity to produce 2,000 tonnes per annum ("tpa") of permanent magnets, scalable to 12,000 tpa (the "Sumter Facility"). Over the last decade, VAC has produced and shipped more than one (1) billion rare earth permanent magnets. VAC's product portfolio spans both permanent magnets (sintered neodymium-iron-boron, NdFeB, and samarium-cobalt, SmCo) and soft magnetics (amorphous and nanocrystalline alloys, cobalt-iron and nickel-iron products), enabling integrated cross-selling among electrification and industrial applications. Approximately 85% of VAC's output is produced to customer specifications, reflecting deep design-in relationships built over decades, including customer partnerships averaging over 30 years with their largest accounts.
The transaction brings together Energy Fuels' upstream REE assets, including low-cost REE mining projects and existing separation capacity, with VAC's world-class downstream REE magnet manufacturing expertise. The combined company will also benefit from Energy Fuels' planned acquisition of Australian Strategic Materials Limited (ASX: ASM) ("ASM"), which, subject to conditions including shareholder approval and completion ("Closing Conditions"), will add existing commercial-scale REE metals and alloys capacity in South Korea (the "Korean Metals Plant"), with plans to build a new metals and alloys facility in the U.S. (the "American Metals Plant"). The combined company aims to serve customers across North America, Europe and Asia in high-growth sectors, including automotive, aerospace and defense, robotics, data centers, electronics and industrial automation.
"This is a transformational moment for Energy Fuels and the global rare earth supply chain," said Ross Bhappu, President and Chief Executive Officer of Energy Fuels. "Together with VAC, we will strengthen global rare earth and magnet supply chains, providing a reliable, secure and diversified source of critical materials from mines to highly valued permanent magnets. In addition, VAC's rapid solidification and crystalline businesses provide a soft-magnetics platform that is expected to result in greater scale, broader customer reach and enhanced ability to invest in innovation, manufacturing and growth. The combination of our two companies provides enhanced shareholder value and positions Energy Fuels as a leading, secure and trusted supplier for critical materials that are essential for national security and the safety and integrity of Western supply chains."
investors.energyfuels.com/20…
$UUUU up on news government is providing backing. Less then a billion of a conditional note, which is a bit small but overall bullish news for the company. As it does both uranium and expanding into REE
So much red lately, this market is impossible to predict. I have been hovering for the past couple weeks.
Only saving grace is the little premium I have been collecting through it all.
Massive Green Day, is anyone running covered calls?
Hard to say if green is a short term pop or the start of an uptrend, of course I would not be shocked if we see a 180 on the Iran news. 🤷♂️
I’m so stoked for World Cup! Everything is going to suffer while I watch. 😂
Who you got winning? I’m taking Portugal.