CM

daedalus_dance

The bottleneck really is the processing though... The thesis depends on state intervention - the Chinese really can do it cheaper because they have lower costs, have been building out the infrastructure for ages. CM really needs western manufacturers to say "Oh well, lets buy this magnet or something for 3x as much as the Chinese sell it" which is going to be hard to stomach economically. I was in UUUU, ABAT, LAC, Lynas last year but as its developing I don't think it can be delivered on as a thesis - it'll take a decade at least.

DangerMan333

How has wheeling SoFi worked out? Or HIMS? Or HOOD? Or PLTR? I could go on about the absolute crap stocks he pumps as being impressive companies. I believe Celestica will be the next overpriced hype stock he has convinced people to sell puts on. After hitting 40 day lows today, it still trades at a PE of 40. The entire electronics CM sector is expensive. I will give him that IREN was good, although he was chicken to fire bullets (sell puts) when it was actually cheap. And, it may be a hype stock. When the "fad" stocks are stead or hot, his strategy works well. When they crash or slowly decline, you own a huge concentrated pile of s\*it often trading at a 60+ PE that you need to figure out how to get out of. There are a multiple ways to leverage money and get in and out of fad stocks to achieve juiced returns or losses, and options is one of them. Note that Ryan's return on the screen is not accurate. He adds money to his account and the screen reflects the total value of his account. I wish he were more transparent on every video of his actual % return, not the % growth in his account value. My opinion is that options are a tool to hedge or possibly amplify exposure and returns. The market and pricing are generally fair and in an equilibrium. It is like beating the house in sports betting when the house is running the book with no rake, and someone claims to have a system to beat it. You need to pick winners. I like to use options to do what I was going to do anyways. If I want to exit a position at a specific price , I will sell a covered call on it. If I want to buy a stock, I will sell a put at my buy price. My post may sound like I knocking Ryan, but do I enjoy watching his videos. Beware when he talks about how awesome and revolutionary a company is when it is up 100% over the past year and is trading at a 100 PE.

Accomplished_Tax4540

It's AI over-investment and ESPN. The cost of sports is too expensive and it is not in line with the rest of the brand. They have even spent a ton trying to get their Disney+ subscribers to add on ESPN and it is not the same market. They need to spin off these other lines and focus, stop playing into short term gains. It's a legacy brand. Creative and customer experience is what they need to focus on (customer, not consumer) Invest in their workforce. A happy CM/employee makes your customer happy. There is already a high expectation, Disney needs to exceed it. Definitely NOT AI.

ugh-wetlanders

Notice how he showed YTD. CM went down in Oct, the regard 100% bought Lynas when Steve made a post about it. Must be down big.

FiduciaryArchitect

Excellent analysis OP! SNDL is totally undervalued in the current market. I believe this will be a transformative year with rescheduling, FCF growth and recent acquisitions like 1CM coming to fruition.

Econmajorhere

Bro. I’m sorry I’m hammered but I have to explain this because I fee like the universe is fucking with me. 2019 Pre-Covid I was sitting in Thailand amongst a group of day traders (I was working my consulting job but background in trading and IB). So I realized American companies are mega over-leveraged. I ask my IB buddies to let me login to capital IQ to pull some data. If I recall correctly, Campbell soup was trading 5x debt to earnings. Fucking Campbell soup. What the fuck do they need so much debt for? Was soup about to hyperscale? Were they discovering new flavors? So anyway I take on massive puts because I’m feeling like Burry when he started reviewing the mortgages. I then take a trip to Hong Kong in Dec 2020. Naturally I go to Macau and suddenly the Wuhan virus is becoming real. Macau is empty. Go to a strip club off main strip and it’s just me, feels weird so I leave. Either way, I have puts so I’m golden if shit hits the fan. On my way back to Chiang Mai, HKG has flights being canceled left and right. Signs everywhere saying “Diamond princess cruise members report here”, get to CM and all the Chinese tourists are gone. Wtf but puts so golden. March rolls around and America is starting to take shit seriously. But literally within the 24hrs of puts going up - rates drop, PPP, money raining from the sky. Lose $10k immediately, lose $10k more over next couple of weeks. Moral of story - you can’t short no more. Fed, executive branch, universe will fuck you if you decide to go against it. I fucking hate this. I want to analyze and place my bets. I can’t anymore.

expatcoder

Hope you're right, bought 10K shares of UUUU back in August when it was in the $8 range and have held that core position intact, along with another 1K shares added at close on New Year's eve day. Not sure how direct an impact the Venezuela operation will have on critical minerals, but if Friday's huge rally were somehow related (doubtful) we're in for another ride on the CM crazy train :)

Odd_Contribution_681

Closed out some CM/REE positions that were bleeding out and used the proceeds to buy 156 shares of HIMS @ $32.30. Hoping to close that out around $58 in \~2 months.

-eShTuPiD

GEO-MVA mpox vaccine is cleared for a Phase 3 immunobridging trial targeted for 2H 2026. Gedeptin oncology and CM04S1 COVID programs remain in Phase 2 with data progression into 2026. You can find more about their pipeline progress and upcoming catalyst on their website. It's looking good for them for 2026.

Diabolical_potplant

Warren doesn't have any at all personally, and Berkshire doesn't directly but does hold a [decent holding ](https://finance.yahoo.com/news/warren-buffett-avoids-bitcoin-know-213043011.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAFDlpqmJnGIyA_9DAVyzNXxNVVTPf__lefKonByx0_wDhopg-w9bFcBggYliFgzJJ9QT1A_0FFkIh1qlbUPWy3lwnmO_3s7vbA5UFozzqTx0mueoKN6dQSLRbdzljH9_CM_bUrmUnQIX2Oz-Fx4ZrhaiRy-uz8ITOl4umX5ZYIWe) of a financial group that has a lot of the iShares bitcoin ETF. If there are idiots to separate their money from, they will still do it, even just for that.

ArkhamKnight_1

CM is DJT. I mean Jr. Definitely Jr.

Hoof_Hearted12

Canadian banks remain excellent investments. Our banking system is quite different to the US, good divis and good growth. I'm up like 150% in 5 years on CM.

dont_downvote_SPECIL

CM Punk: I'm going to rip your eyes out and piss on your single digit IQ brain

nandos7777777

Their financials have been in decline for a long term so this has not come as a surprise. CM good sales volumes have declines past 12 months from inflation risks and fall in spending patterns. Don't invest, you'll almost certainly lose all your money

Hungry_Committee7949

Technical charts are giving all sorts of signals. On say Affirm holdings (Targeting 150) a. 6 indicators (MACD, RSI, CCI, Chaikin Money flow etc) are giving bullish divergence, b Volume build up c. CM Williams giving bottom signal since 17th Nov d. Increasing slope of Higher Lows, that too on weekly (higher) timeframe I got the same signals on bitcoin miners (such as Bitfarm, Hive etc) 5-6 months back.

hungover247365

# Agent Orange already got his shit rocked by China over RE/CM, no way in hell he lets China take leadership in AI/Semis. If this correction carries through next week, I expect Agent Orange to say something bullish.

EvolvingDior

How the fuck is TLT and LQD providing the same yield? According to the Fed, the credit spread should be about 0.8% [https://fred.stlouisfed.org/series/BAMLC0A0CM](https://fred.stlouisfed.org/series/BAMLC0A0CM)

Pleasant_Interaction

Look into MP, UUUU, MTRN, UURAF, and LYSDY if you’re interested in the most established REE (rare earth element) production companies with the strongest moats. As for CM (critical mineral) producers in general, there’s a lot to list, but some gems that come to mind are TUNGF, UAMY, USAR, TII, and USAS.

illinformed-will

Betting on IFS is betting that tsmc monopoly will end soon. 1. Capacity don't meet demand, hence tmsc try to build foundry in US (but also related to 2.) and Samsung securing deals lately. 2. AI race war is heating up between US and China. Tsmc risk of being impacted by the CCP 'one china policy' + sea war plateform expansion of china (in case of open conflict, to have lot of options for projecting forces and be able to secure a blocus of NATO allies in the region) drove USA to seek capacity to continue functioning if SHTF (chips act, CM & REE policy', 'encouraging' hyperscalers and chips designers to consider Intel for business, forcing tmsc to commit to build foundry on US soil - as i understand the Arizona foundries will not be enough still) 3. Those same companies see the same risks if they're only dependent of tmsc + tmsc hiking their prices gives them incentive to search other producers. Samsung doesn't solve the 2 points above. So IFS don't have to compete 'head-to-head' with tmsc, just be able to produce chips that meet their clients criteria. And intc is saying they are getting there soon. My reasoning but i like you're open to discuss 👍 btw why is govt would take a stake in intc otherwise ?

jizz_toaster

That wasn’t the only thing, piss poor management got them too. I used to work for a CPG company in the same office as our company’s Target sales team. This is all second hand, but apparently during and after Covid, Target never made their category managers return to the corporate campus in Minneapolis. A lot of them moved all over the country and wouldn’t even travel back for vendor meetings, doing everything through phone calls and online meetings, and they would be tough to get in contact with. Our company would ship new items to their home address and not hear anything back. One story I heard over and over again, was that one of their category managers moved to California and wouldn’t travel for meetings. My company, came up with the plan that they’ll just go rent an Airbnb near the managers house to do a product demonstration and have a meeting. Target CM agreed and our company’s reps traveled to CA to have this meeting. 20 minutes before the meeting the CM cancelled and ghosted our company for three months.

TrumpShartSlurper

Chuck Schumer spreading his stinky asshole 500 miles wide just to let all .5 CM of Mango's flaccid peepee destroy his colon

pink_ego_box

25k https://x.com/HyenukChu/status/1984989828426117586?t=CM6geSQYy01QiE8QnxE5-w&s=19

Distinguished_Trader

https://youtu.be/apIPcL6m7FU?si=CM_1utTgnzCL2L0Y

PincheTomate

Wouldn’t wanna CM wouldn’t wanna BM

throwra64512

No idea about actual Korean fried chicken company stocks, but Korean fried chicken is fuckin delicious. We’ve got a CM Chicken and that shit is addicting.

BeerNirvana

CM taking a BM

Sequence_Low-High

Exactly. Framework around the world with regard to REE’s prior to this meeting has been in the works all year. Especially this past couple weeks with visits all over the world. US processors or soon to be’s of which the government is already partnered with to some capacity are building like crazy to accommodate feedstocks from North America, Australia, Brazil, Greenland…the list goes on. As far as rare earths, this is a stop gap to keep supply alive while that infrastructure is built to handle the volume. Ucore will be huge the next couple yrs. UUUU will be as well, beyond MP. More if you follow. There will be some big partnership/agreements/investments/ownership stake talks coming out that haven’t, as of yet. Soon. He had to get this outline started first. If you follow CM’s a lot, that part makes complete sense, but there’s a lot to it

spittinpigeon

Bunk narrative. I work in credit markets. The debt wall is perpetually pushed out. Every distressed debt investor was excited that the wall was coming in 2022 and then gradually woke up to realize it just keeps getting refinanced. Spreads are at long term lows. Credit is easy. Borrowers are falling over themselves to lend. Until the economy really truly stops working, corporates are fine. https://fred.stlouisfed.org/series/BAMLC0A0CM https://www.longtermtrends.net/bond-yield-credit-spreads/ https://www.fticonsulting.com/insights/articles/does-corporate-debt-maturity-wall-really-exist

ilikeplayingthisgame

BYND's hype and run is similar to that when CM Punk entered the UFC

Little-Appearance376

Anyone still in CYN or am I the lone wolf in here. 

Vlisa

I did see that after posting. People probably gonna just dump into critical minerals then. Gonna close out my none CM options and probably buy some myself to ride the wave for a week or two and go from there.

WSB_Dre

All it takes is one purchase order of significance to prove that CM's want and will continue to want what POET has to offer. in which case, you have a multi-billion market cap business pretty much overnight.

WSB_Dre

If they max production capacity at $200 revenue per optical engine, that is 200 million dollars revenue per year assuming 1mil/year production capacity at just ONE production facility so far. And that is a very conservative number for revenue. Investors want to assume that they will receive more PO's(Purchase Orders) from CM's(such as Foxconn) which sell to end users. (such as nvidia) Purchase orders just started to get announced. Which means some people within the industry think this tech is useful already. CM's usually get given things like POET optical engines for free for testing in product development for end users. They don't need to order anything unless it is needed or is the best for the application. A half million dollar order doesn't seem like much, but it is a canary in the coalmine at this stage.(in a good way) I recommend talking to someone who deals with product development at this level and with CM's. Also, Of course the gap between current revenue and implied expectations is enormous, It is an asymmetric bet. If they get larger orders over time, The stock price will adjust FAST. I think the whole investor thing is a longshot and to me it seems like those who want to short this thing back down will use that as a convenient excuse. "Oh LoOk NvIdIa DiDnT iNvEsT, iT mUsT bE tRaSh!" I doubt that it is a big OEM, and I don't care if it is some random Joe Shmoe.

refreshpreview

Communication Services led markets this week with a strong +4.1% gain, extending its one-month surge to nearly +17%. Information Technology (+2.3%) and Consumer Discretionary (+1.8%) also added to the upside. On the downside, defensives like Consumer Staples (-1.2%) and Utilities (-0.7%) lagged, while Real Estate (-1.4%) was the weakest group. The split highlights growth momentum driving the market, while more defensive and rate-sensitive sectors remain under pressure. **CM | +4.14% | +16.91%** **CD | +1.75% | +6.78%** **CS | -1.23% | -2.81%** **EN | +0.02% | +4.09%** **FI | +0.93% | +3.35%** **HC | -0.65% | +0.63%** **IN | +0.99% | +1.13%** **IT | +2.34% | +6.67%** **MA | -0.89% | +1.29%** **RE | -1.41% | +0.21%** **UT | -0.69% | -1.39%**

VeryStableGenius

Boy, it would be shocking if company tracking were so arbitrary that it would jump by a factor of two over a year. The data source is the [World Bank](https://data.worldbank.org/indicator/CM.MKT.LDOM.NO?locations=US), so I'd be skeptical if they messed up this badly. Their note says they sourced the data from Moody's before 2013. There's no data before 1975. The World Bank [does indicate a 36% increase in market cap from 1970-80](https://data.worldbank.org/indicator/CM.MKT.LCAP.CD?locations=US), which is much smaller than the jump in corporation count. Those two years had 12% and 18% inflation respectively, so the jump in real market camp was much smaller. Here [another article that addresses the issue](https://tuck.dartmouth.edu/news/articles/where-did-all-the-public-companies-go). Unfortunately, corporate data starts in 1980 (suggesting a discontinuity in data gathering - maybe pre-1980 data just were't there, as you hint. So maybe the World Bank did naively merge two inconsistent data series that year. The more interesting thing about this article is its explanation why the number of companies went down after 1995 or so. Their answer is that there were a lot of mergers, and that the merger-adjusted count remained constant after about 2000. The article argues that the 'lack of IPOs' was really just mergers: public companies were snapping up private ones. So the sudden spike in 1980 might be bad data; and the gradual fall in the late 1990s might be mergers.

Future-Raspberry-780

What CM stocks are people most interested in right now?

refreshpreview

Tech (+3.9%) and Utilities (+2.5%) led the S&P sectors this week. Over the past month, Communication Services (+10.7%) and Health Care (+6.2%) stand out as the strongest. Consumer Staples (-1.9% on the month) and Industrials (-0.4%) continue to lag. Broad market strength, but defensives are losing ground. Sector | 5D | 1M IT | +3.9% | +1.3% UT | +2.5% | -1.2% CM | +1.5% | +10.7% CD | +1.7% | +5.7% EN | +1.5% | +4.1% FI | +1.4% | +2.5% HC | +0.4% | +6.2% IN | +0.5% | -0.4% MA | +0.1% | +3.0% RE | +0.4% | +3.2% CS | +0.2% | -1.9%

Happy_Discussion_536

Same definitely. This morning I woke up with a dry mouth and feeling kinda outta breath which usually happens if my nose is super congested. I blew my nose and I shit you not, the booger was pretty flat but maybe an entire CM in diameter. That usually is a signal the top is in.

refreshpreview

Communication Services (+6.7%) was the clear leader, extending its one-month surge to +13.0%. Consumer Staples (+1.4%) and Health Care (+1.1%) also ended higher. On the downside, Energy (-3.0%), Utilities (-1.4%), and Industrials (-1.7%) weighed on the index, signaling rotation out of defensives and rate-sensitive areas. Sector | 5D | 1M CM | +6.7% | +13.0% CD | +0.4% | +8.1% CS | +1.4% | +1.1% EN | -3.0% | +1.5% FI | -1.5% | +2.7% HC | +1.1% | +4.2% IN | -1.7% | +0.0% IT | -1.4% | +2.1% MA | -0.3% | +4.1% RE | +0.3% | +1.2% UT | -1.4% | -3.6%

khayal1

Agree They looking for partnership Currently, Chemomab’s pipeline is entirely centered on nebokitug (CM-101) across three indications: • PSC—advancing toward Phase 3. • MASH—completed Phase 2a with positive signals. • Systemic sclerosis—Phase 2-ready, I am liver doctor and I am impressed for PSC . It would take two more years to complete phase 3

refreshpreview

Energy topped the S&P sectors this week (+2.5%), with Communication Services (+1.5%) and Financials (+0.8%) also positive. Over the past month, Comm Services is still the leader (+6.9%). Defensives slipped this week. Utilities (-2.1%) and Consumer Staples (-1.5%) were the weakest sectors, with Industrials and Health Care also edging lower. Sector | 5D | 1M EN | +2.5% | +0.9% CM | +1.5% | +6.9% FI | +0.8% | +2.3% CD | -0.5% | +2.5% HC | -0.5% | +2.6% IN | -0.8% | -0.3% IT | -0.1% | +0.6% MA | 0.0% | +3.0% RE | 0.0% | -0.9% CS | -1.5% | -0.1% UT | -2.1% | -0.6%

Huskies971

They charge $30 for a piece of fabric that gets stuffed. They're making good CM on the bears too. While building the bear is a creative concept. They're probably saving a fortune on shipping less volumes and the finished product being manufactured by the store employees.

Calvin_11

Am i crazy in thinking TD and CM are already getting 50%+ their earning price action from the earlier Canadian bank earnings. Basically feel like I screwed myself waiting to confirm for the last two

CosmicSpiral

I sold CM a while ago, but still trade them quite a bit.

samuelj264

CM? Communication Services / Telcom?

refreshpreview

Sector | 5D | 1M EN | +2.8% | +2.5% RE | +2.4% | -0.7% MA | +2.2% | +1.8% FI | +2.2% | +1.8% IN | +1.8% | +1.6% HC | +1.5% | +3.8% CD | +1.3% | +3.0% UT | +0.5% | +0.9% CS | +0.0% | +1.4% CM | -0.3% | +6.3% IT | -1.6% | +3.0%

Future-Raspberry-780

Who would fall under CM instead of IT? I’m not familiar with what’s under that category.

scorchie

Not "resiliant," rigged. [http://archive.fast-edgar.com/20250804/A822EG2CM222UZZ2222S2ZEG8WLFL222B272](http://archive.fast-edgar.com/20250804/A822EG2CM222UZZ2222S2ZEG8WLFL222B272) [http://archive.fast-edgar.com/20250804/AF225G2CM222TZZ2222T2ZEGLOE2B222B272](http://archive.fast-edgar.com/20250804/AF225G2CM222TZZ2222T2ZEGLOE2B222B272) [http://archive.fast-edgar.com/20250804/AD2ZDG2CM222LZZ222292ZEFGQTGZ222BZ72](http://archive.fast-edgar.com/20250804/AD2ZDG2CM222LZZ222292ZEFGQTGZ222BZ72) [http://archive.fast-edgar.com/20250804/AS2N622CZ222H2ZS222R2W4ZDDV9ZJE2Z272](http://archive.fast-edgar.com/20250804/AS2N622CZ222H2ZS222R2W4ZDDV9ZJE2Z272) [http://archive.fast-edgar.com/20250801/AR22U22CZ222O2ZS22292W4Z4VNLQJD2Z272](http://archive.fast-edgar.com/20250801/AR22U22CZ222O2ZS22292W4Z4VNLQJD2Z272) [http://archive.fast-edgar.com/20250801/AG23M22CZ222D2ZS22232W4ZATQTZJD2Z272](http://archive.fast-edgar.com/20250801/AG23M22CZ222D2ZS22232W4ZATQTZJD2Z272) [http://archive.fast-edgar.com/20250801/AG2DM22CZ222D2ZS22232W4ZATQTZJD2Z272](http://archive.fast-edgar.com/20250801/AG2DM22CZ222D2ZS22232W4ZATQTZJD2Z272)

33NorthTX

OPEN 7 days away from posting Q2 CM break even mark or profitability … 10’yrs old this deal is legit

Todderoni-1

I hear you. You don’t want to invest in a large, stable blue-chip because, while the returns might be consistent, they aren’t large enough to get you excited. You aren’t looking at a small, untested company, even though returns could be astronomical, because it’s too risky. You are looking for an established company that’s a bit down on their luck but about to turn it all around. So is everybody. That’s the problem. Ultimately you take a gamble that you have more faith in a rebound than most others. It’s fun to try but always risky. However, sounds like you just need the encouragement to make “calculated risks”. Go for it but as others have said, you might be wise to spread that risk around a handful of companies rather than just one or two. Now, I’ll leave you with this. Speaking of large, established companies with tremendous upside, have you looked at Canadian banks? The Canadian banking industry is much more regulated than the US so much less risky. Also, banks…know…how…to..make…money/profit. Check out CM.

MRoKHAOS

I was dreaming to be a millionaire this morning and now I can not even think........even though I just started investing 3 years ago but a 50% drop post market??????? is this what the world of penny stock looks like?? I am thinking about adding more shares but...I don't know...I am scared jesus, let's just go outside breathing, smoking, fking, jerking off and pray...after all Tomorrow Comes... 

RedBrowning

There is a fixed upside / profit margin when you are a CM / JDM / Tier . You generally don't own any IP. This is really just a PCBA manufacturing play. Not saying its bad, but this isn't likely to be a rocket.

Low-Award5523

Flagging for value: Canadian Imperial Bank of Commerce / $CM = dividends at 3.8%, a century of dividend stability, good history of beating expectations, strong upside growth potential, +17% YTD before divs. I hold 500 shares.

Pieceman11

You could use this argument for any company that is growing rapidly. Their smelter in Montana is currently undergoing a 6x processing upgrade going from 50 tons/month to 300 tons/month bringing their total capacity to 6000t annually. This would cover 30% of the total domestic antimony demand, with imports covering the rest. They have very little debt and are already profitable buying 3rd party ore. Q1 financials were a record for them and their CEO said every following quarter through 2026 will continue to break company records due to transitioning to their own ore supply and increasing capacity. Friday broke their ATH, but they are a fundamentally different company than they were last month, last year, etc so buying at an ATH is justified imo. They have a domestic monopoly in a critical mineral to the govt/military and are rapidly growing their market share. Not being willing to buy at -8% off their high is missing the bigger growth picture. All of this is without a government investment and Trump has made it a priority to boost domestic CM/RE production so a cash injection is likely and would help them even more. Just look at MP earlier this month. So I dunno, this feels like a rant but they are an exciting company to be a part of.

Meko1972

IXHL....JUST A REMINDER....NOTHING NEW from a guy on Stocktwits..... 1. Warrants cancelled  2. Phase 3 protocol approved by FDA 3. No RS 4. 2 peer reviewed publications 5. ResMed on clinical advisory board 6. Listing on Nasdaq CM approved 7. Commercial preparation ongoing  8. Phase 2 is replication of AUS study ( ANY DAY)  9. TAM is $10 billion  10. No approved oral medication, GLP1 is medical alternative to CPAP. I especially like #'s 5 and 10!

motorbikler

I prefer the Thinking Machines from the 80s https://www.tamikothiel.com/cm/CM2_HD_1024w.gif

Longjumping-Eye-5480

Their address for headquarters is in a suite. The big thing a lot of people are looking at is Resmed sent over one of their own earlier this year so a lot of speculation of buyouts especially since resmed is 60% of the sleep apnea market but at the same time Incannex has other drugs in the pipeline that target other sectors. They just got listed onto the CM exchange Thursday which wasn’t made into a PR even though the filing to request for it was made a PR, so a lot of speculation aswell that they’re stacking up PR’s for when the data is released for a mega PR because they canceled their warrants and RS meaning the only way they can avoid delistment is a jump above $1 again. Theirs a lot of good things to look at in this stock aswell as the bass which you’ll get with a penny stock. If you go over to their board on stock twits or dig through all their filings on finviz it’s not a bad opportunity for a trade. I’m not bullish LONGTERM like years i’m more of bullish on this month with everything in the pipeline and them NEEDING to have their share price up. Again risky investment but that’s with every penny stock.

Meko1972

The successful completion of Phase 2 dosing and the upcoming topline results are significant milestones for Incannex and the development of IHL-42X. If the trial is successful, IHL-42X could offer a much-needed alternative to existing treatments for OSA. The company's decision to conduct Phase 3 exclusively in the U.S. is also notable, as it suggests confidence in the trial's potential and a focus on efficiency. Some other facts about IXHL... Warrants cancelled Phase 3 protocol approved by FDA No RS 2 peer reviewed publications ResMed on clinical advisory board Listing on Nasdaq CM approved Commercial preparation ongoing Phase 2 is replication of AUS study TAM is $10 billion No approved oral medication, GLP1 is medical alternative to CPAP

Meko1972

The successful completion of Phase 2 dosing and the upcoming topline results are significant milestones for Incannex and the development of IHL-42X. If the trial is successful, IHL-42X could offer a much-needed alternative to existing treatments for OSA. The company's decision to conduct Phase 3 exclusively in the U.S. is also notable, as it suggests confidence in the trial's potential and a focus on efficiency. Some other facts about IXHL... Warrants cancelled Phase 3 protocol approved by FDA No RS 2 peer reviewed publications ResMed on clinical advisory board Listing on Nasdaq CM approved Commercial preparation ongoing Phase 2 is replication of AUS study TAM is $10 billion No approved oral medication, GLP1 is medical alternative to CPAP

Meko1972

Facts about IXHL... 1. Warrants cancelled 2. Phase 3 protocol approved by FDA 3. No RS 4. 2 peer reviewed publications 5. ResMed on clinical advisory board 6. Listing on Nasdaq CM approved 7. Commercial preparation ongoing 8. Phase 2 is replication of AUS study 9. TAM is $10 billion 10. No approved oral medication, GLP1 is medical alternative to CPAP

jakethesnake741

Former blue collar shifting to white, even with the loans I had to take to get my CM degree I'm still making more than I did with my tools. I also have the added benefit that my pay is steady and predictable, I don't have to worry about layoffs when the project is done or budget around possible OT, I know what I'm getting every week. It's possible to earn $100k+ in the trades, but it very much depends on the field, where you live, and how much work is around you. I'm on track to hit that in the next couple years, this is what I mean when I say trades people need to be paid similar to white collar. This also doesn't factor in the toll it takes on your body, I had to get out of the field because my back and knees are shot. I could easily work another 25-30 years in the trailer as a PM, but there's no way I could think of going 10-15 before my body gave out on my tools.

All_Bull_

The MP play is over. Still want to make a CM play bet on NB: got permits, finalizing feasibility study for 2nd time due to changes to original plan, have certain CMs MP won't have. Give it a look while still cheap!

DefinitelyTwelve

Thanks man! It failed to convey the idea to be honest, which is probably why it got a lot of hate. Bringing WB or CM into it was a bad idea. The underlying philosophy is very solid though and I still mostly stand behind what I said. I think I'm quite neurodivergent, which is partly why I fail to convey the idea but also why I even recognize the pattern altogether in the first place lol. >Doing the boring thing over and over again with a mind that seeks novelty is indeed hard. You put it well! That's pretty much it.

refreshpreview

Energy surges, Tech rebounds, and everything else slumps. • **Energy (EN)** led again; up **+2.8% this week**, **+6.8% month-to-date** • **Tech (IT)** posted solid recovery, **+3.9% 1-month**, despite a flat 5D return • **Health Care (HC)** and **Communication Services (CM)** hit hardest, both down over **3%** in 5D • 8 of 11 sectors in the red for the week as momentum narrows

THCoffeeslinga

PWDY is one I've been watching a while now, it just jumped .0008 (tiny I know) from .001 to .0018 almost 100%. Im not buying RN cause I think it will drop again but I think this one will have a significant pump this year which could easily be 10x it's current price. Check it out, good financial position, upcoming acquisition being planned, developing components needed for semiconductors thru one of its subsidiaries (CM motors) , strong leadership and a PR team with significant goals to raise shareholder value. This one could literally be a lottery ticket in hiding.

kokatsu_na

Сontroversial post. There are many such SPACs, ATII is not any better than any other SPAC. You mentioned success of SoundHound, but forgot to mention that their previous SPAC "Ackrell SPAC Partners I Co" was liquidated. Other deals, such as CM Seven Star and Global SPAC Partners have high redemption rates - 99% and 90%. Cheap warrants? It's not that rare, you can find cheap warrants everywhere, for example VCICW is $0.25. The archimedes have a few unusual statements in their registration document. It says that sponsor bought 5,750,000 shares for $25,000. This way, the NTBV of a listed company will be negative. Also, sponsor bought private units instead of warrants. This creates a conflict of interest, if they won't close the deal, sponsor will lose $7.65 million. Which means, they will close any deal, no matter what. Even if target company will be complete utter gargabe.

Bcider

I guess there is always the Construction Manager (CM) route for large commercial construction. I deal with those guys daily though and they are usually huge regards.

MRCATGVA

Just in case - if you were to be having a bad day ! https://www.reddit.com/r/weedstocks/s/bb3CM5IWfm

PublicAlternative452

Did some research on the stock CEO David A. Dodd: • Mr. Dodd has a distinguished track record in the biotech industry, having previously led Serologicals Corporation to a $1.5 billion acquisition and significantly increasing the value of Solvay Pharmaceuticals.  • Under his leadership, GeoVax has undergone a corporate recapitalization, up-listed to Nasdaq, and acquired exclusive rights to two Phase 2-stage products: GEO-CM04S1, a next-generation COVID-19 vaccine, and Gedeptin®, a cancer immunotherapy.  • In April 2025, Mr. Dodd demonstrated confidence in the company’s prospects by purchasing 10,000 shares of GeoVax stock at $1.08 per share. To be fair the market cap of 14mil is worth some investment and see how it plays out

Obvious_Standard7459

$PPBT Purple Biotech Reports Final Data from Phase 2 Study of CM24 in Pancreatic Cancer Patients at AACR 2025 Annual Meeting: Improved Outcomes and Significant Efficacy in Biomarker-Enriched Subgroups.

wayofTzu

These live day traders do a pretty good job of keeping up with relevant market news. https://www.youtube.com/watch?v=CM-tF4dCTNE

Mysterious_Ad_2777

\*\*“CM WHO? CMF the Cocaine Music \*\*\*\*\***”** 

Reuters-no-bias-lol

https://www.msn.com/en-us/money/other/canada-willing-to-drop-tariffs-first-if-us-does-the-same-ontario-premier-doug-ford/ar-AA1CM2SY Can’t take a second to google?

Corasama

Again, generating "techincally true" facts. He made the market plummet, just to make it go back to regular again. So TECHNICALLY; If the market \[dropped by 80% of its value\] and then \[regain the 80% lost\] value right after, then you technically made a 80% increase of stock market from its lowest. But that's using data incorrectly, and dishonestly. As a CM , I could techincally claim "I've made the Facebook account the most visible in all of the region in that domain", bc it did happen once two years ago during 2 days because of a viral post. It's true, unrefutable, but also completely unrepresentative of reality and a disinformation.

Fun_Reporter9086

Well yeah...I have never seen her before so I couldn't tell...did a quick search, lol: [https://www.msn.com/en-us/news/other/karoline-leavitt-s-transformation-has-ignited-a-shady-plastic-surgery-rumor/ar-AA1zy1CM](https://www.msn.com/en-us/news/other/karoline-leavitt-s-transformation-has-ignited-a-shady-plastic-surgery-rumor/ar-AA1zy1CM) What a bait and switch.

Twist_of_Fate_44

Only because it's a paint dryer of a day, here's a current, real world example of a reverse split and it's effect on SP Mullen Automotive Announces 1-for-100 Reverse Stock Split https://www.msn.com/en-us/money/savingandinvesting/mullen-automotive-announces-1-for-100-reverse-stock-split/ar-AA1CM15g Pre-split value going into it at close on Apr 10th was $3.60/share Opened with news of the split on April 11th at $2.29/share Current trading now on April 14th at $1.96/share No fundamental company changes other than the reverse split and the psychological damage it did .. Debate?

Mobile-Bar7732

Lol...because no one else on the face of this earth would be tough we Trump. It's further ironic that Doug Ford idolized Trump when he was first elected. Oh no, the leopard at my face. > CM: Are you still a supporter of Donald Trump? > DF: Absolutely. I wouldn’t waver. The GOP is wavering, I wouldn’t waver. With 6 casino and many other businesses bankruptcies, you would have to have shit for brains to think Trump would make a good leader of a country.

Independent-Tree-985

https://www.cnbc.com/quotes/BTC.CM%3D?qsearchterm=

UnTides

Tariffs aren't even being collected: [https://www.msn.com/en-us/travel/news/it-s-a-mess-trump-s-tariffs-not-being-collected-after-major-glitch-hits-ports/ar-AA1CM4KJ](https://www.msn.com/en-us/travel/news/it-s-a-mess-trump-s-tariffs-not-being-collected-after-major-glitch-hits-ports/ar-AA1CM4KJ) You can't implement this stuff overnight. This guy sits on toilet and dumps policy via Tweet, no audit, no consultation besides Peter Navaro (complete fraud and yes man), and what the ports are supposed to collect 85% Monday, 125% Tuesday, and then 10% on Friday? America is the butt of Donald's joke

lichsadvocate

LEAPS puts, bros > The outcome of yesterday’s meeting between Trump and Netanyahu is probably the worst economic news so far. > > 1. Prior to the effective date of The Tariffs*, Israel offered the US across-the-board zero tariff rates. (Now, Israel’s average effective tariff rate on US exports is in the 1-2% range, but that’s neither here nor there.) Trump refused and imposed tariffs on Israel on schedule. > > 2. Immediately after the imposition of The Tariffs, Netanyahu requested an immediate personal meeting with Donald Trump. His request was granted. Now, this is the stuff Trump loves. A world leader “begging” for a meeting! A chance to have a “negotiation!” Face-to-face! Two men in a room! The White House scheduled a press conference following the meeting, presumably expecting to have something Very Beautiful to announce. > > 3. The meeting happened. > > 4. The White House cancelled the press conference, opting instead for a brief joint appearance from the Oval. > > 5. The only “agreement” announced was Netanyahu “agreeing” to do something about Israel’s trade surplus with the United States. The tariffs remain in place. (Also, Iran bad.) > > My — speculative — interpretation of this sequence of events is that (a) Netanyahu did everything right — i.e., did everything he possibly could to flatter and mollify Trump, and (b) it wasn’t enough, because Trump is serious about this trade deficit crap. > > The fact that Benjamin Netanyahu couldn’t find a way to get Trump to budge on this seems, to me, to be incontrovertible evidence that Trump is all-in on his insane trade war. It’s not a con; it’s a genuine obsession. Which is disastrous news. > > * I suspect that we’re going to wind up capitalizing The Tariffs, a bit like The Troubles. <https://www.lawyersgunsmoneyblog.com/2025/04/hooked-on-a-feeling?fbclid=IwZXh0bgNhZW0CMTEAAR4UGr6K-Wfn0_3CM5vBCYGxr-EB2h3cz6mDm4Oq19rz0dk9hUZZNEYjC0fXvQ_aem_vEb21GIg-IqgrrbPOAmoVg>

hackslash74

Move your $ to Canada. We have stable bank, property REITs, and energy securities. Most pay a dividend between 4-7% Check out CM, ENB, FTS, REI, CPX… some of those trade on on the US markets some on the TSX only For a Canadian growth stock look no further than Dollarama which is Canada’s largest dollar store but is more like a mini discount Walmart with all name brands these days. DOL.TO

Alive_Essay_1736

This guy predicted that put will espire worthless last weekend https://youtu.be/BMu8C4r3kls?si=b7MC6ih7CM3433a_

MonsieurCharlamagne

[Dropped this](https://www.homedepot.com/pep/Everbilt-3-8-in-x-50-ft-Twisted-Sisal-Rope-Natural-73285/206094360?source=shoppingads&locale=en-US&pla&mtc=SHOPPING-CM-CML-GGL-D25H-025_003_FASTENERS-NA-MULTI-NA-PMAX-7127963-NA-NA-NA-NBR-NA-NA-NA-Fasteners&cm_mmc=SHOPPING-CM-CML-GGL-D25H-025_003_FASTENERS-NA-MULTI-NA-PMAX-7127963-NA-NA-NA-NBR-NA-NA-NA-Fasteners-20499493109--&gad_source=1&gclid=CjwKCAjwtdi_BhACEiwA97y8BMYBPgGRQtC_ml4OJRoa7hiyAragCbWXootTJURYWu_fvgbFoOSyIRoCdSIQAvD_BwE&gclsrc=aw.ds)

GeoLogic23

[SNDL Enters into Agreement to Acquire Cost Cannabis and T Cannabis Locations from 1CM](https://finance.yahoo.com/news/sndl-enters-agreement-acquire-cost-121500925.html)

Normal_Loss_220

Also in CM. Scary times out here.

hekk13

Sold or reduced weighting in cyclicals over last couple months. Reduced exposure to US market. Maintained bigger positions in Canadian banks. Sold RY and CM though, and will buy back lower. Slowly been buying bond funds since last year.

eastcoastblaze

Peter Navarro is the guy pushing for this and you are right he has no clue https://youtu.be/etkd57lPfPU?si=cWHymMK6HFd76CM_

rate_shop

I only meant to compare it to the CM in terms of its historical significance. Project 2025 will be studied for a long time.

Frunguper

appreciate you doing most of the leg work. just some small adjustments i think we need to make here to get a cleaner number. First off using total value isn’t the best way to measure the impact of retirement cash flows since a lot of assets aren’t actively traded and therefore don’t affect price movements. on top of that OP asked about the stock market specifically so let’s just exclude bonds from this discussion for now. quick search shows that worldwide stock trading volume in 2022 was around 104T https://data.worldbank.org/indicator/CM.MKT.TRAD.CD as for sizing up how much of that volume is actually coming from 401k contributions we would need to find total value of contributions that go into buying equities either directly or indirectly. based on the average portfolio allocation of the 66m Americans that participate in the 401k program lets assume that 70% of contribution dollars go straight to equities. https://www.ebri.org/docs/default-source/pbriefs/ebri_ib_606_k-xsec-30apr24.pdf?sfvrsn=1f43072f_1 FEB employment statistics show that number of working Americans aged 25 and above that have at least a bachelors degree (63m) is pretty close to total participants in the program so let’s assume median income of contributors would be the same as this group. https://www.bls.gov/news.release/empsit.t04.htm Doing a quick weighted average calculation would put median income of someone with a bachelors or higher at around 81k a year. https://www2.census.gov/programs-surveys/demo/tables/educational-attainment/2022/cps-detailed-tables/table-1-1.xlsx https://www.bls.gov/careeroutlook/2023/data-on-display/education-pays.htm?utm_source=chatgpt.com which based on the cited 12.65% contribution rate would imply total amount flowing into equities from 401k contributions per year is 473.4b. now this is a less supported assumption but if we estimate that all the different pay periods average out to contributions being made about twice a week that would mean about 104/251 trading days would be affected by these inflows. therefore adjusting the total yearly volume for just the days where we think 401k contributions come in (41.4%*104T=43.1T) would imply that contributions alone would be responsible for ~1% of price action in stocks long way to say that i mostly agree with your conclusion that contributions probably don’t affect prices as much as we think but i do think it’s a lot more significant than what your initial calculations imply

Humaniac99

Hello all, I am Humaniac99 CFA, CFP, CIC, ChFC, CMA, CFS, CIMA, CMT, PFS, CLU, CTP, CHFM, CHFP, CIIA, CM&AA, ChEA, ERP, FPAC, FRM and I am a financial advisor. Ask me anything!

NoNDA-SDC

Seems conservative media's pretending we're not going to pay it, which is really bizarre, not the first time I'm hearing this argument in the last few days. Lutnick was out there saying tariffs do not cause inflation 🤣 [How steel tariffs are impacting industry according to Redditors on the inside ](https://www.reddit.com/r/AskReddit/s/5CM0YQC4Ad)

E1337crush


Happy_Discussion_536

11/07/2021 to about one year later: https://www.cnbc.com/quotes/BTC.CM=

sbaggers

All of my neighbors are doctors or connected to the real estate industry. I work in equity CM. I also know and have worked with people who know him and his family personally. My family has worked with his company. I can assure you, the backers and supporters are not smart.

Defti159

Yep, just got out of a meeting today with our CM who is already factoring the cost of tariffs for developing school projects. We are having to walk back meaningful improvements to a school districts campus because of the *threat* of imposing tarries coming soon. Even if he walks back the tarrifs, he has already done damage to the future of our country.

Rustic_gan123

>Or you have a much larger fleet of surface ships working together in coordination with more total ammunition, including missile defense missiles (and CIWS). These aren't 1 on 1 battles. Naval ships sail in battle groups. This still scales with displacement, although it is not quite linear. It is probably better to use the total number of VLC here. >I still think carriers have relevance for certain missions against lesser nations. China is building carriers to project power against its lesser armed neighbors in the region. Primarily asserting its ownership over South China Sea against Philippines, Vietnam, Malaysia. Keeping Taiwan in line. Controlling the world's biggest shipping lanes. This does not require the 6+ carriers they are planning. >Similar to the way we use carriers. I don't think the intention is to start a war with the US using their carriers. Of course they plan to. People who believe that aircraft carriers are obsolete don't understand what they're talking about. >Modern anti ship cruise missiles and drone swarms could overwhelm a carrier and deplete their defensive ammunition quickly. You yourself said that ships fight in groups. What is the fundamental difference between a battle group with and without an aircraft carrier in the context of protection from CM and Drones? AWACS and Fighters, on the contrary, help against this, due to the fact that the radars on ships are limited by the radio horizon, and aircraft are not. >And I don't think there are any weapons to defend against hypersonic cruise missiles. In Ukraine they were shot down quite well >I personally don't see carriers as being that relevant in a war of superpowers. You don't see it, but at the same time, no one in the world is giving up aircraft carriers, and all the powers that can, including China and Russia, who say that they have a wonder weapon that can sink aircraft carriers, still want them.

spacerace72

What an absurd take. SpaceX has unambiguously accomplished exactly what you’re claiming can’t be done. Falcon 9 / FH is now the go-to launch vehicle because it’s cheap, reliable, and reusable. A “loophole” nobody ever bothered to explore in that domain. Plus it was sort of private developed rather than on a cost-plus basis. Whether or not companies in weapons systems find similar ways to “disrupt” the industry I’ll agree remains to be seen, but calling out SpaceX is idiotic. I won’t go into the China thing way too much, but I would recommend traveling there if you can. It will open your eyes to just how unbelievably far ahead they are in many areas, and how unburdened by regulations. Our media does not do it justice, and in many ways misrepresents the situation we are in. Your disdain for tech workers is clear in your comments. Maybe it’s because you’re jealous that you aren’t getting a piece of the pie, but I bet you typed your smarmy comments on something engineered by “tech bros”, manufactured by an extremely capable Chinese CM, and purchased with money you made “working” on a cost-plus contract. Why not contribute to something innovative if you’re so smart, rather than being a cynic while leeching off sustainment of some 1970s fighter program at Boeing?

Party-Campaign7763

RPBPF is up by 20%+ in the past week. Seems like we may be seeing an upward trend in Raspberry Pi, likely reflecting the commercial success of the CM5.

BuzBuz28

[cultivated meat study](https://gfi.org/wp-content/uploads/2023/01/CM-consumer-insights-and-nomenclature-insights-2.pdf) There are a lot of people who disagree with you! Yes, initially the concept of cultivated meat is strange, however, when you understand the process and the benefits, you can surely understand the potential. Cultivated meat rids the potential of pathogens. We can grow tonnes of meat in a fraction of the time with no harm done to animals. It is effectively an infinite food source. As the population grows, we need more land and we can not sustain the environmental impacts of slaughtered farming, we will only be left with one choice, cultivated meat.

Dr-Jim-Richolds

That's so funny, I too wrote a report on CM/REE domestic supply chain, for the DoE in 2021