$SE - Sea has always followed Amazon's playbook Sea went thru a bubble in 2020. Amazon went thru a bubble in 1999. The next 5 years of each stock has mirrored each other. AWS was not well received by the market in 2006. Neither is Sea Cloud. Take a look at these two charts.
$CRCL - Visa $V takes 2.85% from retailer; offers you 1% back; and charges 20% interest. Debit cards (savings account) charges retailer 1-2%; pays you 0% interest. $USDC Stablecoin charges retailer 0% and wallet pays you 3% interest. When will this catch on?
All crypto stocks look like they may be working on a cup with handle pattern $COIN $CRCL $BLSH Could take another couple weeks. NEED BTC TO BREAKOUT FIRST https://t.co/p0P2TwOIca
Sept '26 position by size: $JAAA (own 40000 shares) $OSCR bought @14 $SE bought @40 $VG bought @12 $CRCL bought @85 $HIMS bought @8 $MPLX bought @40 $EOSE bought @2.2 $MAIA bought @1.3 Sold all $NBIS at $280. Will buy back at $140. Sold all $ENVX
$CRCL - On the earnings call, my guess is that they will issue 2027 guidance for service/subscription/ARC revenues. Perhaps $400 million (ballpark).
Not financial advice but everyone should be buying $NBIS under $140.
JULY '26 position by size: $OSCR bought @14 $NBIS bought @25 $SE bought @40 $VG bought @12 $EOSE bought @2.25 $CRCL bought @85 $HIMS bought @8 $MPLX bought @35 $MAIA bought@1.3 $ENVX bought@10 NEW BUYS: None
JUNE '26 position by size: $NBIS bought @25 $OSCR bought @14 $SE bought @40 $VG bought @12 $EOSE bought @2.25 $CRCL bought @85 $HIMS bought @8 $MPLX bought @35 $MAIA bought@1.3 $ENVX bought@10 NEW BUYS: Added to $VG Initiated position in $NOW @90 but will sell soon