Turns out if you keep gambling you do make it all back. You just need to wait for armageddon.

This DD is inspired by the minerals guy 2 days ago. After reading his legit DD about MP, I have looked into minerals and believe that the play in Minerals should be at this time. My ticker is different from him, I think UUUU has more potentials than MP. Here is why:

Short-term catalyst:

1). Executive Order from President Trump:

10 days ago, President Trump signed an Executive Order to boost the mineral production domestics. Basically, this EO will helps under 30 days from the day 03/20:

• Fasten priority projects for permits
• Federal land utilizations
• Increase capital investments in minerals production
• Use more capital to support mineral production internationally

I think that this is a great EO for UUUU because:

• It has some pending projects waiting for production:
  • Nichols Ranch Project (Expected to be July 2025 but can be expedited)
  • Jane Dough Project (Expalnded for the above project)
  • Hank Project
• It has numerouse projects that are currently in production in the US
• The Madgascar government just lift the suspension for the big project (Toliara Mineral Sand Project)

--> UUUU has everything to benefit from the Executive Order

2). Mineral news:

• 2 days before the Executive Order, we received the strategic partnership with a friend called Chemours Company (CC). This partnership is to help the domestic Uranium pipeline. So I wonder what is this company doing?
  • To summarize, this company doing performance chemistry products (like cooling chemistry). I checked that CC has a new partnership in 03/14 in helping data centers to cool down and energy demand (AI?)
  • The data shows that the insider trading shows that they mostly hold the stock (323000 award and 7500 sale). So I think that this stock and UUUU will partners to do for the Rare Earth Minerals
• US Uraniums are currently > 90% are importing from the other countries.
  • From the government, until 2022 we are only importing Uranium mostly from Canada (10% tariff if you don't want to Google it), Kazakhstan, Uzkeistan and Australia.
  • We have almost no production in Uranium, and Uranium is strategic resources especially after Trump impose tariff on every country --> Expand and fasten process for UUUU for many projects

3). Oversold ?:

• UUUU is currently trading with $3.45, almost at all time low, it's P/B is currently at 1.9 (while its competitors is trading at around ~8.0)
• Uranium has been lowered these months due to tariffs, but with the new Executive Order, I believe that Uranium can be brought up in domestic.

Long term catalyst:

• UUUU projects will be started/developed in 2025 and 2026, and I believe that they will be a successful projects because UUUU is a leader in Uranium and have been here for a while
• UUUU expects to turn to profit in 2025 after last quarter report.
• As long as President Trump still wants production in the US, Uranium and UUUU gonna get benefits from

Positions:
https://postimg.cc/18v5CyhJ

42k divided in 2027 UUUU $5 Call and shares. In Uranium we fly

TLDR: Uranium is in urgent need in next 6 months. UUUU is the play

SPX after hours puts

just wanted to gamble

Here's some research curious as to what people think.

Symbotic (SYM)

• Market Cap: $25B mid-large cap
• Why it fits: AI-driven robotics company automating warehouses (partnered with Walmart, Target, etc.)
• Intrinsic value: Real revenues, big contracts, high barrier to entry (hardware + software blend).
• Risk: High valuation, but real utility & demand in logistics AI.
• 2025 potential: Still early in warehouse AI transformation cycle.

Huge TAM (Total Addressable Market)

• The warehouse automation market is projected to grow from $20B now to $150B+ by 2035
• Symbotic is one of the only public full-stack AI robotics plays in this space

Massive Partners Already Onboard

• Walmart is not just a customer, it owns 11% of the company
• SoftBank invested $7.5 billion into a Symbotic joint venture in 2023, a signal of deep institutional belief

Full-Stack Differentiation

• Symbotic doesn’t just sell warehouse robots, it offers hardware + AI software + orchestration
• This creates a “moat” that locks in long-term contracts and data advantages

Recurring Revenue Model

• Their Robot-as-a-Service business model means revenue compounds over time
• Contracts are typically multi-year, high-margin deals

After Orange Man started saying tariffs were coming on April 2nd I figured I'd try my hand at some puts. Baby gains but I'm booked now! The race to 0 begins!

Meaning on Arzyta

Given Donny‘s imposed tariffs I was looking for stocks in Europe, especially Switzerland who are operationally not getting hurt. While screening the Swiss Performance Index I found Arzyta, a large bakery. Why I‘m bullish on the stock: - No operations in the US - No sales in the US - Sourcing their commodities (wheat) mainly within Europe, Australia, Malaysia -> no tariffs - Sales is 89% Europe, 11% RoW - they continously improved their balance sheet - they bought back a hybrid bond which will reduce their financing costs by approx. EUR 11.5% (this is 8.34% of their free cash flow!)They expect this to fully materialite in 2025 —> the buy back happened in October 2024

The above are the facts (soure is their 2024 FY report).

Now some additional thoughts: - Wheat producers in EU will most likely not sell anymore to the USA which means they will have a over capacity which leads to lower prices. Wheat is perishable that means the cost of purchase will most likely decrease amd hence increase their operational margin

• Given the high tariffs imposed by the US it is likely that the EU and Switzerland will decrease their interest rates which means ARYN could refinance them cheaper

• The market should recognize the company to be a Consumer Staple which would allow higher multiples in terms of valuation

• There are only few analysts covering the stock (all of them have a Buy or Strong Buy rating)

I entered a smaller position in the stock this week.

What are your thoughts? Do I miss something?

According to many news outlets and different Countries announcement, Trump plans is working wonderfully. For example: Vietnam is willing to cut their tariff on US good if they negotiate successfully with US (Vietnam has tariff such as 100-300% on car from US). Similarly, Cambodia is already cutting different tariff on 19 categories on US good from 35% to 5% just for a negotiation chance and willing to do much more. UK and Germany and many more EU countries want to negotiate and not retaliate, including Australia .Is it a good news for the market? Are we going up soon?

https://asia.nikkei.com/Economy/Trade-war/Vietnam-willing-to-cut-tariffs-on-U.S.-Trump-says-after-productive-call

https://www.khmertimeskh.com/501665321/details-of-proposed-cambodian-tariff-cuts-on-us-goods-released/

According to Wells Fargo the effects of tariffs are expected to be minimal on Boeing. That, coupled with the fact that a large percentage of Boeing is in defense, makes me think that this could be a market overreaction. Obviously there’s a lot of uncertainty about what is going to happen next. Curious to hear what you think.

I started investing in February 2020 when I was 16, and lost all 10k I saved up while working. Made it all back on puts the last 2 days... I actually was holding 60% of my portfolio in calls before mangos Liquidation Day, but decided to buy a single 1Dte 555 spy put as a hedge, which cancelled the call losses.

Sold these for loss a little over a week ago watching the stock just melt away from time all to watch them jump up to +14 today. The day they expire. It would have been actually dumb to hold them any longer but this is frustrating as hell

Got lucky on some puts before liberation day, and doubled down the day after

I bought a ton of weekly far OTM puts on nvda and woke up today with huge profits! I am poor. Like really poor. Live paycheck to paycheck. I've been full bear since 2022. I usually put $100-$200 into the stock market weekly. Finally my full port puts paid off. This is only the beginning. I sold my puts today. Took my profits and bought uvix since options are way overpriced.

Sensational

Still holding all the puts as I see more winning ahead.

They tuk r jerbbbs.

Bro I invested right before the huge drop FML

SPX

For all the bools. (Sry for the platform, I’m danish)

Sold 22k worth of puts and kept the rest, hoping for Europe’s Tariffs on the US over the weekend.

I suck at at this shit.

Who's closing with me on Wendy's on Monday?