$FIGR 2028 GAAP revisions 👀 Spike is due to new 2028 $2.22 number from GS. If accurate, puts the stock @ 10x 2028 GAAP PE just as analysts start rolling over price targets to 2028, growing ~50% w/ 50% EBIDTA margins, w/ housing already severely depressed. Rare air.

Look at gold go. Continues to rip non-stop. Banana republic = higher gold. My personal base-case PTs on some mining stocks within the next 3 years (all in CAD): $EQX.TO $30 (best mid-tier producer on the planet, soon to become a major) $ATX.TO $10 (the next Escondida, but will get acquired by $AEM.TO before then) $SXGC.TO $25 (highest ore grades on the planet, will likely get taken private) $VMET.TO $25 (emerging royalty company with cash flow, which is rare) $LUNR.TO $40 (never bet against Adam and Jack Lundin) Everyone should have at the very least 10% of their portfolio in these names. You have a producer, two Tier 1 explorers, and two emerging royalty companies. Elite backing. Elite management. All flying under the radar. Don't make me say told U

Affordability was on the ballot, and it’s top of mind for homeowners, lenders, and mortgage partners alike. At Figure, we’ve taken a $12k process --> $1k. I was at an industry summit in Charlotte yesterday, and partners and prospects said they’re prioritizing solutions that lower costs for consumers and for themselves. One example: our partners in the last few months have used Figure to help their customers directly pay off ~$700M in consumer debt – this is tech that drives growth. But that’s just part of it. We’re investing in capital markets innovation and smartly using AI to deliver even more. Will cover on our earnings call Nov 12.

We wrote an article on the current state of optics a month ago. We first started buying the optics stocks you're seeing mentioned all over X more than 2 years ago. Do not miss it.

A new era is underway at Equinox Gold following the completion of our business combination with Orla Mining. 🙌 Our combined portfolio now spans six producing mines and four growth projects across Canada, the United States, Mexico and Nicaragua, along with a strong pipeline of growth opportunities. But this milestone is about more than production and assets. It’s also about the people who will operate, develop and grow them. From Jason Simpson, who brings more than 28 years of mining experience and will become CEO later this year, to the broader leadership and technical teams joining Equinox Gold, we’re bringing together deep expertise to support the opportunities ahead. Learn more about the people and assets shaping the future of Equinox Gold in our latest blog post 👉 #GoldMining# #Gold# #Silver# #EquinoxGold#

the worst thing you can do as an investor is listen to the wisdom of the crowds. when you realize half the world is sub-100 IQ and somehow they’re also the loudest, you start to understand why consensus means nothing. build your own conviction. stop letting the replies manage your portfolio.