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@alamentarius
"$VOYG new issue with decent base- better chart than $FLY. Both setting up nicely Given $RKLB performance in space sector X names to watch"
X Link @alamentarius 2025-10-14T15:59Z 2041 followers, XXX engagements
"$NEM $AEM $KGC have been nice leaders in gold miners trending higher. $B has best current flagging here on daily over 2020 high. Miners will see huge EPS growth with gold at 4-5K. Sector P/S ratios still subdued relative to frothy pockets of mkt and they haven't entered mania stage yet despite gold being extended"
X Link @alamentarius 2025-10-15T15:14Z 2042 followers, XXX engagements
"$IREN very toppy in short term but still trending up - trend traders would still be long here but I'd avoid it since easy money has been made here 70x since 2022 low and 14x since April low. I would be worried about negative sector momentum if I held rest of these miner AI conversion plays $APLD $WULF $APLD etc in the short term"
X Link @alamentarius 2025-10-16T13:57Z 2041 followers, XXX engagements
"$BHC an out of favor name (formerly Valeant) on my extended WL - seeing how it handles this retracement Current market cap 2.7b/year. Sales roughly 10B/year -X years consolidating in trading range base and revenue has increased X straight years in a row (9 consecutive quarters) -EPS jumped 1300% QoQ -P/S ratio hit an all-time low of XXXX despite improving growth and financials -Around 370M in insider purchases by Paulson -7.9B in debt refinanced April 2025 reducing annual interest expenses by approx 15-20% and more savings could come if rates get cut further -Company is still heavily"
X Link @alamentarius 2025-08-29T15:15Z 2044 followers, 1039 engagements
"I believe Bitcoin is experiencing its lost decade or half-decade of returns from its Nov 2021 high. I said it before but it bears repeating. Even if it goes up next year when you look at the risk of some bad year (like 2008 or 2022) happening in next 1-5 years in US indices as well as Quantum breach risk (Q-day) as well as how crowded the trade is and how much its crashes historically in down years it's not hard to see how you can have a 5-10 year period of low no returns or even negative returns. Even if there is a price expansion to 150-200K+ next year given that its been flat for past 11"
X Link @alamentarius 2025-10-17T15:44Z 2041 followers, XXX engagements
"Beautiful dip on $PATH"
X Link @alamentarius 2025-10-14T19:05Z 2044 followers, XXX engagements
"$VOYG stock already has a 2x ETF. Very unusual to see them this early in stock life cycle and mkt cap size but could be a + sign $VOYX. Some accumulation signals past few months. They are working with $LMT and others on Starlab and defense systems"
X Link @alamentarius 2025-10-15T19:12Z 2041 followers, XXX engagements
"$QS long from range lows. Same DNA as $IONQ & $OKLO"
X Link @alamentarius 2025-10-15T14:46Z 2042 followers, XXX engagements
"Diminishing returns era is going to be painful to Bitcoiners who lack understanding of math and thought X trillion dollar assets will move like X billion dollar assets. Bitcoin has been horrendous since the great macro inflection of November 2021. This is coming from someone who made 10-20X on BTC. It's not the smart place to be now from a growth perspective even with governments debasing. Slow choppy Institutionalized returns like megacaps in Mag7 now. Its been doing single digits returns since 2021 and flat for last XX months"
X Link @alamentarius 2025-10-15T17:17Z 2041 followers, 1186 engagements
"Frothiest momentum names seeing some pressure $RGTI $OKLO $SPX fading after a gap up and with $VIX over 20"
X Link @alamentarius 2025-10-15T16:42Z 2042 followers, XXX engagements
"Spot gold up X weeks in a row here with successive candles getting larger. Would wait for a dip for those looking to add physical. $GLD multiple gaps and exhaustion short term - seeing FOMO in the chart. Be on watch for a shallow pullback soon"
X Link @alamentarius 2025-10-16T13:23Z 2041 followers, XXX engagements