7/9/25 - $envx - Friends tell friends the truth7/9/25 :: VROCKSTAR :: NASDAQ:ENVX
Friends tell friends the truth
- not a fan of Raj, seems inauthentic on one front... and tbh, that might seem "judgy". i've made my money on wall street reading mgrs in the first 5 seconds i meet them. i'd just not give this guy my money, that's all. it's my human LLM.
- the company financials look ready to "explode" (mm in a good way) if you ask wall street/ expectations. but i don't trust that either. i always do my own work.
- all battery (*cough* meme) tech has done well since april lows
- important to choose names that have solid balance sheets, growth ... and ideally leaders in both respects. i keep coming back to NYSE:SES given it's size, similar if not better growth vs. much larger comps. more chemistry-agnostic software/tech
- so am i actually shorting ENVX. no. but i find too many ppl these days will put a "buy" on things that are buys and "holds" (whatever that means) and actual sells get a "ehh... keep it..". NO. if it's not working OR you have better alternatives dump that trash.
Listen. class in session here for a moment.
One of the most important things you can do in trading, poker and life (all are very similar - also different - but similar)... is when you have a bad hand, you get introduced to a sus person... you find yourself in an unfavorable decision AND you can decide to either engage or just say "thanks but no thanks"... say "thank you very much and no thank you". Don't say "thank you and i'll follow up" or "thank you and i'll consider it". forget that waste of your time. "thank you" (be polite) and "no thank you" all in the same sentence. if you've got some history/ legacy/ other ties.. more complicated. But of course, when we look at stonks, we can have that decision. If we lose a bit of coin. what. f'n ever. nobody EVER shoots 100%. or 80% or even 70%. move on. take your losses. move on. if a stock is non-obvious. move on. maybe you come back to it. should be for a good reason beyond FOMO. but re-consider. alas. you have the decision to say no.
we talk about time being scarce. so is your ability to give two shoes about some of these stocks. if you're not high conviction, then forget it. time is too short to diversify and make excuses.
make time for those who matter
make space in your PnL for the stocks that will drive results
and forget the rest.
Gn my friends
V
