davidlsander

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Member since 2019

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My plan is to execute a bifurcated strategy that leverages high-conviction, catalyst-driven speculation to systematically fund and accumulate a fortress portfolio of durable, quality compounders.

https://www.youtube.com/@TheInvertedInvestor

IONQ·5 months agoIs IonQ (IONQ) on Course to Become the "Nvidia of Quantum"?

Yes if you look at the business for value at present for this and not growth you can see that perspective You need to read Chris Mayer

IONQ·5 months agoIs IonQ (IONQ) on Course to Become the "Nvidia of Quantum"?

IBM doesn’t use the correct technique to achieve calculations. While they did indeed lead in some ways several years ago There approach uses super conducting and doesn’t actually end up with commercially viable or the performance The gold standard is trapped ion with eqc control gates.

QS·6 months agoAn amazing opportunity to potentially get a 100 bagger

QuantumScape ($QS) has reached an important milestone today. We anticipate a critical update detailing the progress of their solid-state battery technology and any potential disclosures concerning their new OEM partner.

KDK·6 months agoKodiak AI - a potential 100 bagger opportunity?

massive geo political tailwinds, USA will need good margins for trucking and mining to get more rare earth materials.

KDK·6 months agoKodiak AI - a potential 100 bagger opportunity?

massive geo political tailwinds imo.

KDK·6 months agoKodiak AI - a potential 100 bagger opportunity?

You've hit on the single biggest risk, and you're not wrong about the "sledge hammer" feeling. My view is that for a company trying to solve a problem this big without revenue, this kind of dilution is the necessary—though painful—fuel for growth and for keeping the best talent aligned.

BRK.A·over 1 year agoBerkshire Hathaway: A Fortress of Financial Strength

The recent management changes at Boeing are a step in the right direction. It's encouraging to see a focus on quality and safety.

BRK.A·over 1 year agoBerkshire Hathaway: A Fortress of Financial Strength

Thank you. Indeed buffet has used the final wonder of the world in compound interest.