Pilot👨🏼✈️ Stocks 📈 Health 💪🏼 America 🇺🇸
Joined March 2009
- Tweets 7,556
- Following 137
- Followers 671
- Likes 9,797
651 Photos and videos
$USAR vs $CRML Pentagon's January 2027 DFARS Deadline, USAR’s $1.6B CHIPS Act Capital Vault, CRML's 92.5% Grip on Tanbreez Greenland, Deep-Water Fjords vs. Traditional Land Rail Logistics.
youtu.be/gf5UxO1aUZI?si=Jxfc…
1
4
633
Griffonomics retweeted
Jun 15
I talked tons on $URI and $SUNB when they were at their lows so don't say I didn't.
With annual lows being in March 2 years in a row, I'm rooting for same in 2027 for another 50 shares.
Only @griffonomics I think knows which name in this niche I've bought lately.
7
3
19
3,775
Jun 15
$MRLN Electronic Pilots, Autonomous Logistics, and the Certification, Autonomy-as-a-Service, GE Partnership, KC-135 -‘d C-130 Integrations, $105M IDIQ, Pipeline, Backlog, FAA.
youtu.be/fzKc7KU-ePQ?is=iJU3…
1
1
663
Griffonomics retweeted
Jun 14
Buffett quotes are cringe but this one really is my $MSFT game plan.
17
6
128
11,864
Jun 14
$SOLS Balance Sheet from Honeywell ($HON), Feeding the AI Grid and SMR Micro-Reactor Architectures, $2.2B Contracted Backlog, Supplying $TSM Foundries.
youtu.be/Q9SnzqCyu_I?si=ATka…
1
4
616
Jun 13
$QNT Quantinuum, Post-IPO, Transitioning from $HON Honeywell Division to Independent Quantum Utility, Factoring the $2.3B Cash Shield and TKET Software Moat, Quantifying the $80.7M RPO and 60% Revenue Concentration Risk, Comparison to Competition.
youtu.be/rV3IBU2hMKc?si=1b0G…
1
3
738
Jun 13
$BF.B Jack Daniels, Empty Calories, Premium Spirits, and the Portfolio Pivot, Why Wine and Champagne Assets are Being Rejected, M&A, Dividend Aristocrat Scaling.
youtu.be/_oX79PlkMdQ?si=KaRw…
1
1
281
Jun 12
$EROK Post-IPO, Comparison to $LB and $TPL, How Permian Landlords Monetize Volume and Easement Economics.
youtu.be/NIFNsHW3nzY?si=IOt1…
1
3
515
Jun 11
$ESLT Earnings, Digital Backbones, Electronic Payloads, and the Rearmament Pivot, Global Defense Integrator, $30.2B Backlog and 1.9 Book-to-Bill, F-35 Sole-Source Monopoly and Missile Navigation.
youtu.be/1uBXG1hhcdY?si=_o9k…
1
4
327
Jun 11
$RBRK Earnings, Data Resilience, Cyber-Terrorism, and the Zero-Trust Pivot, Transitioning from Data Management to Premium Cybersecurity Compounder, $1.57B Subscription ARR and elite 120% NRR, more.
youtu.be/yr7kKX7GUqo?si=2fLr…
1
4
462
