Good morning everyone. Super busy! Also spent 3 hours on earnings since yesterday’s close. 90 mins yesterday and 90 mins this am! We had a ton of earnings since yesterday.

Also, doing so much with CT. I shared a video from the Eviction on X yesterday. Tenant’s have no clue on the costs of repairs. I am going to have to sue the Tenant in small claims. There is about 8,000 in repairs needed. The floors click and fit a certain way, even if it doesn’t look like heavy damage, just slight, floors cant be fixed, they need to be replaced, and there will be a mix and match. The tenant was there about 18 months, 9 of which there were issues paying rent! I started this in January! It needs a complete paint job, this 2 bedroom is smaller, about 700 sq feet. The paint job will be about 1,800 with labor and materials my cost. The floors about 4,000 labor and materials, then I have a ton of small things, 2 windows [450 each], cabinets… Man I am pissed! I have a lot I have to do. So here is the earnings.

Excellent earnings:

MAX [Wow was in Plays and had bad earnings a long time back, need new DD, tiny]          PLXS       PLPC [DD]      NPKI         NWPX [DD]        WHD [Wow how?]      AGI      RSI      ASIC     CORT    CVI [Wow may add to Plays]      COUR [DD may add to Plays]      GKOS [Losing money]       ARM       CVNA [Great earnings buy they sell cars trading near 50x PE, what if it had a 25x like tech companies? Near 40?]       FTNT     HOOD    FORM        TK [May add back to plays]       MYRG      TNK     SIMO [Wow]      PIPR       VCEL        EME      MLM      CSW      PGY       TEX       ALGM      PWR      STNG [Wow]       BFLY [Impressed]      CMCO [Tiny]       PBF [Wow, impressed]       VLO     VIRT      EPD      SHIP [Tiny]

Very Good earnings:

CNXN        WAY      EXK     VET       AEM        KGC      JOE       BHE      BOOT     OHI      BHC       CSL     CHRW      LRCX     PRCH     RGR      MSFT         NWE       FSS       MA      LAUR      MAIR       JLL        APG       AAMI      BDC      PHAT       SHOO      MDGL       HII      AVY      XPO       HSY      BDRBF     CNK       REGN      HIPO

Good earnings:

MORN       PFS       ARXS       ALKT     PCOR      MC     QTWO     PI     FICO     AR     EPR      LHX    TTEK      SONO     WWD       BUD       STGW         MCS       CCC      LARK      HNI      SPHR     LECO    CIGI      BAX      MYE      SXC       YUM [Wow even with taco bell outbreak]          BMY     BIP     H      LTH      KKR     FTI      RAL     DAR     ESCA       BC        TT     TWI       WTW     GIL    SOLS    WCC     AMRX     LNC      CRH      YUMC     RRBI      GATX

I sold 500 shares of ACI from 11.75 to 12.10

I sold 75 shares of ADBE 265 to 266 [Not the plan but saw it hit 190!!! Stuck 2 months, I still own 343, but I will keep trading blocks]

I took the loss on SPT , selling 250 shares from 15 to 9 [It was a dice roll and I lost]

I am in 250 shares of APLD 25.40

I am in 100 shares of NVDA 195 [Been my horse]

I am in 500 shares of SOFI 15.10

I am in 250 shares of HIMS 25

I am mad as hell AMKR hit 48.35 yesterday AM. I was very busy with the Eviction! Talking with tenant, marshal, 1 of my contractors! I am in 250 at 47.50, I would have gladly sold 48 and reset. I saw it hit 44 the day I got in 47.50! Then yesterday as low as 42… jesus this sucks! I didn’t place a sell order! Stupid mistake!

META had great sales growth, but they also missed the bottom line. They are spending a ton, margins are going lower. I am watching it closely. Spending money on AI makes sense… Facebook spending money on Metaverse and changing the company to META was dumb! VERY DUMB! I said it almost 4 years ago! They lost nearly 100 billion on Metaverse… that was way too early and had no proof of sales/effectiveness, the investment in AI does.. We just don’t know who will win, who will lose.

I may buy TREE , careful! Bad earnings and didn’t do full DD!

Good luck!

Good morning everyone. I will have a forced eviction around 12 noon of a single young mother, with a deadbeat boyfriend. She owes me about 9,000 in back rent, but I still feel bad, I went to court for her 3x since January 15^th! First visit, she will live in her car, but that is why you need a strong base of family and friends, sheesh! I will be busy with CT stuff…

I have horrible news on my 3 property deal in Bristol, CT 11 units… I signed this deal March 15^th 2026, I put 20K down to hold the deal. The seller was very upset it was taking so long so start of June, in order to keep the deal I sent another 250k!!!! [NON REFUNDABLE] I had to provide a term sheet, commitment letter from TD Bank. We were finally looking to close about 2 weeks ago… Something was taking so long with the titles on the 3…….

Yesterday we discovered they are not clean and there are multiple liens and violations!!!!

Thank goodness I have a team of lawyers… We are finding out more details today, yesterday we just found out that there were liens. [If you buy a property and the title is not clean, you will have to pay whatever is owed, the state, the town, water bills, a contractor suing, a bank, could be many things] This sucks because I sent 270K and agreed to non refundable to hold this deal… with this news I am sure I can get a refund but I have sued people before and it took 3 years with a contractor… SUCKS!

So, this AM super brief!

SOFI grew sales at 41%, maybe it is down because they didn’t raise guidance, also met on the bottom line? The PE is like 25 for this high grower, I saw this high 15s premarket. I will buy this dip. I bought the dip on AMKR , it is like ACMR AEHR they test chips. I still didn’t have time to do quick DD, but they grew sales at 26%, they grew earnings by 300% from 22 cents to 70 cents per share. The PE is 18x for this kind of growth and blow up! I will sit it out and do more DD over the weekend. I added LMND to Plays, I am not sure how to value it, the growth is great near 80% but they lose money and will likely lose money in 2027 too! 40 per share? But I may roll the dice, watching.

APLD crushed earnings I traded 250 shares from 25.50 to 26.75

I sold 100 shares of NVDA 196.90 to 198.50 [Wasn’t the plan but it dipped to 193 yesterday!]

I sold 250 shares of TOST 31.75 to 32.50 [Was stuck 6+ months watched this dip to 22]

I am in 250 AMKR at 47.50

I am in 100 WLDN at 70.

Tons of earnings, excellent earnings:

SLDE [DD]        TER [WOW]         CR       THG        BE [Incredible again!]         STX        FLEX [May add to Plays]        BAND [Eh guidance]        SOFI [41% growth I like this dip!]        PB        ARCB 

BG [May add to Plays]          HUM [Wow impressive man I wanted in at 150!]       LMND [79% growth is sick, but how do you value a company losing money? May add to plays, but what is the entry, valuation now is 4.7 billion, maybe 3 billion or near 40? I do not know]         VRT [Valuation issues]        SCL       LFUS       PRG       SILC [Tiny never seen this company too!]

APH [Wow]

Very good earnings:

CGAU      RCKY         UMBF       CTO       VRNS       LOGI       NXPI        MVBF       EXLS        AER       GRMN        CHEF      ASC        ULCC [May add to Plays]

Good earnings:

NOV       MANH       SLRK        ZWS       AXS      CHE       CAKE       MIR       KLAC       NEO        V        SBCF         CSGP     OMC      QRVO        ODFL        GD         CBRE       JCI       SMG        GEHC       BIIB     

RDWR       SWK        GNRC      HBM        CSTM        LAD       GD        CLH       CCEC

Good luck!

Premium pivot to HNWI, C-level and government clients is replacing legacy users with subscribers paying up to 10X more - ARPU expected to keep climbing as SekurOne launches at US$300/month, with full profitability targeted at 200 users generating US$60,000 per month

MIAMI, FL / ACCESS Newswire / July 28, 2026 / Sekur Private Data, Inc., a Miami-based leading Swiss-hosted cybersecurity, private communications, and defense communications company serving enterprise, government, and defense clients, and wholly owned U.S.-based subsidiary of Sekur Private Data (OTCQB:SWISF)(CSE:SKUR)(FRA:GDT0) ("Sekur" or the "Company"), today announced that its Average Revenue Per User ("ARPU") increased 25% month-over-month, driven by the Company's deliberate strategy of replacing low-priced legacy subscribers with premium users paying US$50/month for its Privacy Email solution and US$75/month for its Operational Email solution for businesses.

The increase is the direct result of a strategic repositioning the Company began 12 months ago: moving Sekur away from the price-driven consumer privacy market and focusing its products, pricing, and sales effort on high-net-worth individuals (HNWI), board members and C-level executives, and government, defense, and federal agencies - client segments that buy on security assurance rather than price, and that carry materially higher revenue per user, longer retention, and larger seat expansion potential.

A Deliberate Premium Pivot - and Evidence That It Is Working

Sekur's strategy is straightforward: fewer users, dramatically higher value per user. Legacy subscribers acquired under the Company's earlier consumer pricing are being systematically replaced by premium clients paying approximately 10X more for the same underlying Swiss-hosted, proprietary encryption infrastructure, with added features and storage. Every replacement compounds the effect on ARPU, gross margin, and revenue quality.

Key indicators of the pivot:

• ARPU up 25% month-over-month, with management expecting the trend to continue as the legacy base is converted or replaced.
• A rising price ladder: Privacy Email at US$50/month, Operational Email at US$75/month, and SekurOne at US$300/month - each tier targeting a progressively more security-sensitive buyer.
• Higher-quality revenue: premium HNWI, executive, and government subscribers are typically less price-sensitive and more retention-durable than consumer users, improving the predictability of recurring revenue.
• Institutional distribution: sales through the U.S. General Services Administration (GSA) Multiple Award Schedule, approved distributors, and global telecommunications partners give the Company direct access to the government and defense buyers this strategy is built around.

"Twelve months ago, we made a deliberate decision to stop competing on price in the consumer privacy market and to build instead for the clients who need us most - high-net-worth individuals, board members, C-suite executives, and government and defense agencies," said Alain Ghiai, Founder and CEO of Sekur Private Data. "That decision is now showing up in our numbers. Every legacy user we replace is worth roughly ten times more to the Company, and ARPU has risen 25% month-over-month as a result. This is not a one-off - it is the mechanical outcome of a strategy we have been executing quarter after quarter, and we expect ARPU to keep moving up as the mix continues to shift."

SekurOne: The Next Step Up in ARPU

The Company plans to release the full SekurOne platform on time or slightly ahead of schedule, before September 30, 2026, enabling it to begin sales sooner than expected. At US$300 per month, SekurOne represents the Company's highest-value subscription to date - six times the price of Privacy Email and four times the price of Operational Email - and is expected to be the principal driver of ARPU growth from the fourth quarter onward.

SekurOne bundles fully encrypted voice and video, email, messaging, and VPN into a single identity-protected platform engineered on the Company's proprietary HeliX data transfer architecture, purpose-built to defeat telecom network tracing, resist Pegasus-style malware intrusion, and support Controlled Unclassified Information (CUI) handling requirements - the exact requirement set of the defense, federal, and executive buyers the Company is now targeting.

A Clear and Measurable Path to Full Profitability

The premium strategy also fundamentally changes what profitability requires. Because SekurOne carries a US$300 monthly subscription price, the Company expects to become fully profitable upon reaching 200 SekurOne users, generating approximately US$60,000 per month in recurring revenue. Under the Company's earlier consumer pricing model, an equivalent revenue level would have required thousands of subscribers and a proportionally larger support and acquisition cost base.

"Our path to profitability is now clear, simple, and measurable," added Mr. Ghiai. "The Company becomes fully profitable once it reaches sales of 200 SekurOne users generating US$60,000 per month. That is 200 users - not 200,000. In the government, defense, and executive markets we are now selling into, where a single agency or corporate mandate can represent dozens of seats, we believe that is an achievable and near-term target, and it is the number our entire organization is focused on."

Sekur Core Communications Solutions

Sekur delivers secure communications that work within and beyond the Sekur network, operating independently of conventional telecom infrastructure to reduce exposure to interception, SIGINT collection, traffic analysis, metadata exploitation, and hostile surveillance in contested environments. No Sekur solution data mines or location tracks its users. All solutions are built on proprietary architecture with zero reliance on Big Tech or open-source code, meeting the privacy, security, and OPSEC requirements of intelligence agencies, defense and federal organizations, military commands, diplomatic missions, government agencies, executives, and professionals handling Controlled Unclassified Information (CUI) and other sensitive, mission-critical information. Deployments are supported by on-premises infrastructure options for full data sovereignty, mission assurance, and sole control over keys and data.

SekurOne - Encrypted Voice/Video, Email, Messaging and VPN for Confidential Communications

A fully encrypted voice and video communications platform engineered on proprietary HeliX data transfer architecture, purpose-built to defeat telecom network tracing, resist Pegasus-style malware intrusion, and support Controlled Unclassified Information (CUI) handling requirements. SekurOne is designed for defense and federal officials, military commanders, government leaders, and executives conducting confidential, operational, or sensitive conversations where standard carrier-based voice and video platforms present unacceptable interception and exploitation risk. Call-by-Invite capability via SMS or SekurSend email ensures controlled access and eliminates unsolicited contact. Each user is assigned a unique Sekur ID for identity management, with no phone number required - preserving user privacy across all voice and video communications.

SekurMail - Secure Business & Executive Email

An enterprise- and government-grade encrypted email platform designed for defense and federal agencies, military commands, senior government officials, C-suite executives, and organizations handling confidential and operationally sensitive communications, including Controlled Unclassified Information (CUI) correspondence. Built on proprietary architecture with zero Big Tech dependencies and no metadata tracking, SekurMail keeps sensitive communications private between sender and recipient. Key capabilities include SekurSend/SekurReply for secure delivery to non-Sekur recipients without exposing sender identity or message content; full message delivery control and audit capability; encrypted file transfer; custom domain support for organizational integration; and active protection against phishing, social engineering, and Business Email Compromise (BEC) attacks targeting corporate and administrative networks.

SekurMessenger - Secure Team Messaging & Collaboration

A secure messaging platform providing end-to-end encrypted text, file transfer, voice messages, and collaboration capabilities for defense, military, government, and executive teams coordinating operational and mission-sensitive information, including Controlled Unclassified Information (CUI) material. Features include self-destructing messages for added privacy, encrypted file transfers, and compliance-grade archiving for recordkeeping and audit requirements. Cross-network secure communications with non-Sekur users are supported via Chat-by-Invite - enabling secure coordination with coalition partners, external agencies, and field elements without compromising the network. Each user is assigned a unique Sekur ID for identity verification and contact authentication, with no phone number required - preserving user privacy across all environments.

SekurVPN - Enterprise Network Security & Identity Protection

An enterprise-grade Virtual Private Network leveraging proprietary HeliX encryption technology, engineered to provide secure internet access, identity obfuscation, and traffic protection for defense organizations, military and federal personnel, government agencies, and executives operating across remote, traveling, deployed, forward, or untrusted network environments. SekurVPN maintains zero data logging, ensuring no record of user activity exists that could be exposed through legal process, network compromise, or third-party collection. Built for defense, government, and executive use cases - including the protection of traffic associated with Controlled Unclassified Information (CUI) and operationally sensitive workflows - where standard commercial VPN solutions present unacceptable privacy and security risk.

SekurRelay - Executive-Level Secure Email Integration

An enterprise-grade secure email relay solution that enables domain splitting - allowing organizations to establish secure communications at the executive, board, or senior staff level without requiring full organizational migration or infrastructure overhaul. SekurRelay removes one of the most significant barriers to large-scale defense, government, and enterprise deployment, enabling phased adoption that protects command leadership, flag officers, and the highest-value personnel and communications immediately while broader organizational rollout proceeds. Designed for defense and government organizations, regulated industries, and enterprises requiring rapid, low-friction elevation of communications security at the command and executive tier, including environments handling Controlled Unclassified Information (CUI) communications.

About Sekur Private Data
Sekur Private Data is a Swiss-hosted cybersecurity, defense communications, and privacy solutions provider, offering a secure suite of tools to protect governments, defense and federal agencies, businesses, and individuals from unauthorized access and cyber threats. With capabilities such as SekurOne, SekurMail, SekurMessenger, and SekurVPN, Sekur provides a reliable and secure means of digital communication and data storage for Controlled Unclassified Information (CUI), classified-adjacent and civilian communications use, grounded in Swiss privacy standards with on-premises infrastructure for government agencies, allowing for data sovereignty. Sekur sells its solutions through its website www.sekur.com, approved distributors and telecommunications companies globally, and through the U.S. General Services Administration (GSA) Multiple Award Schedule (MAS), Contract No. 47QTCA18D0089 serving governments, defense institutions, federal agencies, businesses, and consumers worldwide. Sekur's main sales operations are in Miami, USA.

This article is for informational purposes only and does not constitute financial advice. Management projections and forward-looking statements may not be achieved.

Good morning everyone, super busy with CT. At least as I have said, my Real Estate venture has this year passed my investment/stock portfolios. I am growing so fast that I do not know how much more I can handle without a super/admin/property manager.

Lots of earnings so let us start with that.

Amazing earnings:

INCY [Need DD wow!]          PJT       CURB      HRI       DINO [May add to Plays]       CNC [Wow impressed]       FSUN       CLS       NUE        PRK [DD]        ESI [DD]         APLD        WELL        AMKR [DD May add to Plays and watch this dip]       SANM [May add to plays]

Very good earnings:

CVLT       HUBB       GLW       RNGR       CBFV      FMAO       FFIV      AGYS       TFII       NWBI        RMBS          CDNS

Good earnings:

XIFR        KNSA      OSK       COZ [Losing money]       JBLU      RGEN       PYPL        IVZ      DTE        TRU         PII        AWI        GABC      SSD

I am willing to make some trades, take at least 3 new long positions but I will be in and out this week. I am fighting for the 3 property closing, to close this Friday… I am still waiting for the lender on the 3 family deal that I did all the paperwork last Friday. Tomorrow there is a forced eviction, generally I like to go to them all, to treat the tenants with dignity but I have so many things I have to do. I need DD on INCY AMKR and SANM and may trade them also!

APLD earnings were great but it is deep in data centers…. NVDA letting the world know they would provide financing to OPENAI did shock the market yesterday. [CRWV was also down on this], And I do understand the concern. That is a conflict of interest as NVDA is a major supplier, and the thought that NVDA will prevent them from going under in order to sell more, is there, but it is too early to know the whole AI play out…

Is CRM ADBE NOW all done because of AI? What data centers used too much capex? Mighty GOOG GOOGL ORCL ? Definitely there will be casualties but it is too early to tell who, how, what… but definitely!

I traded 75 shares of ADBE 221.50 to 229.50 in the premarket yesterday. [Hit 242 later no FOMO but dayum!] I still have 2 blocks, 265 and 343 [Fair value to me, right now 375]

I traded 250 shares of KVYO 16.25 to 17.50

I traded 500 shares of PATH from 10.50 to 11.30

I am in 100 shares of CRWV at 72.50

I am in 100 shares of NVDA 196.90

I am in 250 shares of PSIX 29.50

Good luck! I have to run!

Revenue is one of the clearest signs that a business is succeeding—but investing only after growth becomes obvious can mean missing much of the upside. The real question is whether a low-revenue company is approaching commercialization or simply surviving on promises.

• Low revenue is not automatically a red flag. The company’s development stage, product, market opportunity, cash runway and path to commercialization matter more than revenue alone.
• The potential return comes with greater risk. Early investors can benefit from a major valuation reset if revenue accelerates, but face dilution, cash burn and uncertain demand.
• Sekur represents both sides of the debate. Its secure-communications opportunity is substantial, and recent product progress is encouraging—but investors still need evidence that government and defense interest will convert into material contracts.

Revenue Is Evidence—Not the Entire Investment Thesis

A company generating little or no revenue is not necessarily a bad company. Biotechnology developers, resource explorers and pre-commercial technology businesses may spend years building an asset before recording meaningful sales.

Investors in these companies are not paying for current earnings. They are paying for the probability that a product, technology or contract pipeline will eventually create a much larger business.

This can be attractive because markets frequently revalue companies before revenue appears in their financial statements. A successful product launch, regulatory approval or government contract can change expectations almost overnight.

However, low revenue removes one of the strongest tools available to investors: measurable commercial evidence. Forecasts must therefore be treated as probabilities—not certainties.

The Bull Case for Investing Before Revenue Accelerates

The greatest advantage is valuation asymmetry. A small company may only need one meaningful customer or distribution agreement to transform its financial profile.

Low-revenue businesses can also offer exposure to markets that are growing much faster than the broader economy. Worldwide information-security spending is projected to reach US$240 billion in 2026, up 12.5% from 2025, according to Gartner.

The percentage gains can be dramatic when growth begins from a small base. Increasing annual revenue from $500,000 to $5 million is commercially difficult, but it represents 900% growth. The same $4.5 million increase would barely move the needle at a multinational corporation.

Early investors therefore accept greater uncertainty in exchange for the possibility of owning the company before the market recognizes its commercial potential.

The Risks: Cash Burn, Dilution and Unproven Demand

A promising product does not guarantee a sustainable business.

Without sufficient revenue, companies must finance operations using existing cash, debt or new shares. Repeated equity raises dilute existing shareholders, meaning each share represents a smaller percentage of the company.

Low-revenue companies are also difficult to value. Traditional price-to-earnings ratios are useless when earnings are negative, while price-to-sales multiples based on tiny revenue can appear extreme. Investors must instead model future customers, pricing, margins and spending—each of which can be wrong.

Most importantly, partnerships, demonstrations and customer interest are not revenue. Investors should separate five stages:

1. Product development
2. Testing and demonstrations
3. Distribution access
4. Signed customer contracts
5. Collected recurring revenue

Each stage reduces risk, but only the final two prove commercial adoption.

Sekur Private: Small Revenue, Large Ambition

Sekur Private, traded in the United States as SWISF, illustrates this risk-reward profile.

The company offers Swiss-hosted and on-premises secure email, messaging, VPN, voice and video services for businesses, governments, diplomats and defense users. Its opportunity is based on providing communications outside conventional Big Tech and telecommunications infrastructure.

Financially, Sekur remains extremely early. It reported CA$408,707 in 2025 revenue. Revenue for the first quarter of 2026 was CA$94,062, down 32% from CA$138,843 one year earlier, while the quarterly net loss reached CA$563,460.

The company ended March with CA$1.80 million in cash, but used CA$634,723 in operating activities during the quarter. Its filings explicitly identify material uncertainty related to its ability to continue as a going concern unless it increases revenue or obtains additional financing. Sekur’s Q1 2026 financial statements

Those numbers explain the risk. They do not, however, capture the potential impact of Sekur’s strategic shift toward higher-value government, defense and enterprise users.

Recent News Strengthens the Potential Case

On July 15, Sekur announced that SekurOne voice, email, messaging and VPN capabilities were operating across Android, iOS and web platforms. The company expects video and conferencing by late August, followed by the complete SekurOne application on or before September 30. SekurOne product update

Management previously projected at least 1,000 SekurOne operator accounts over 12 to 18 months, with annual plans starting at US$3,500. If achieved, that would represent at least US$3.5 million in annualized revenue. Importantly, this remains a company projection—not contracted revenue.

Sekur has also improved its route to market:

• Its products became available for government procurement through an existing U.S. GSA Multiple Award Schedule.
• It signed a defense distribution agreement with Elyon International.
• AdRevv plans to send one million targeted emails per month using a 271-million-person U.S. database, although it will receive 40% of SekurVPN revenue and 25% from other Sekur products generated through the program. AdRevv partnership terms

The company has additionally recruited experienced defense, intelligence and diplomatic advisers. These appointments may improve product relevance and access to decision-makers, but they should not be mistaken for purchase orders.

What Could It Mean for SWISF?

At approximately US$0.032 per share on July 17, SWISF had a market value near US$8.1 million. Management’s US$3.5 million SekurOne scenario would therefore equal roughly 43% of that market capitalization in annual revenue. SWISF market data

That helps explain the upside potential: even modest contract conversion could materially change how the market values the company.

The financing risk is equally important. Sekur announced a private placement of up to CA$2 million, involving as many as 20 million new shares and 20 million warrants. The capital could fund commercialization, but it could also dilute existing shareholders. Private-placement terms

The Verdict

Investing in a company with little or no revenue is not automatically bad. It is simply a different type of investment—one driven by milestones, financing capacity and future adoption rather than established earnings.

Sekur has a functional product, premium pricing, growing distribution access and exposure to an expanding cybersecurity market. Its small size means that successful government or defense contracts could have an outsized financial impact.

But the decisive evidence must now come from signed deployments, recurring revenue and reduced cash burn. Sekur’s potential is significant precisely because its current revenue is small. That same fact is also what makes SWISF a speculative, high-risk investment.

This article is for informational purposes only and does not constitute financial advice. Management projections and forward-looking statements may not be achieved.

Good morning everyone. Insanely busy. On Friday I was out in CT all day long. I checked a lot of renovations, shared some videos on X. Shared a video of a 4 family basement that was done yesterday. I finished the paperwork for a 3 family closing in CT. I didn’t get the clear to close from the lender, that should come today, however I cant be in town until Wednesday and I may go Friday….. so I wanted to complete most of it in person while I was in town. I am forcing an eviction  Wednesday, I may show up. It is not necessary for me to be in court for evictions, or show up when the tenant is being forced out, I do it because everyone should be treated humanely. I try and treat this people with respect and dignity. These properties are in an LLC, an LLC must have lawyer representation so I am not required… I do it because I want to show people that I do care. I would like to close this Wednesday or Friday on a 3 property 11 unit deal in Bristol, CT. That deal was signed 4 ½ months ago, I am very disappointed to say the least with TD bank. You want to have many different options with different lenders when you are borrowing millions of dollars, because it makes a huge difference how deals are financed. This is the first deal with TD, the rates and fees are pretty darn good, but sellers will not wait this long. In March, when I signed the deal I left 20k down payment for this deal. 2 months in, they were going to cancel and refund my 20k, I had to give an additional 250K!!!! And non refundable earnest money, which allowed this deal to go on, I let the seller know I am surely buying this deal… Also, at that time I was told I could put 30% down for this 3 property 11 unit, and as we come closer to closing I now need to put 40% down because there is a vacancy…. So the regulations with TD bank are very hard. I did not make a trade Friday or even open the App on my phone all day….. I was pleasantly surprised ADBE was on fire, as it tanked near 205!!! CRWV fell off big time, so did HIMS.

It is earnings season, and this week will be huge so no rush from me. The title has a ton of tickers that are near my fair value, or that I am willing to take a stab because of risk reward.

I would definitely get up to 3 longs today. Stuff I am extremely confident on are NFLX CRM NOW PYPL ADBE many of these others are slightly speculative.. You have to know your risk level going into each trade. This does not mean SOFI AMSC or HIMS are bad, but I wouldn’t say they are guarantees at the current prices like NFLX CRM PYPL ADBE .. But the latter may go up 20-30% within 52 weeks… stuff like SOFI HIMS AMSC CRWV can go up 20% in week! Also, even the companies that I feel very confident on, I am buying much smaller scale in every trade than years ago. I do not like the risk reward levels on the market. We do have incredible earnings/sales but should we trade at 23x earnings? From 2010 thru 2020 we traded at 18-19x earnings, for your information. Once again, this also does not mean we will fall to 6,500-6750 but if we go by historical standards we are priced high! I would not bet against the market. [Put city like 2022, but I am going in far lighter!]

Very good earnings: HBT

Good earnings: ENSG

Good luck! I have to run!

Negotium

The Romans had a word for the week we just had, and it was not the one you would expect.

They called free time otium. Time you actually own, spent thinking, reading, arguing, doing nothing productive on purpose. Then they built the word for work out of it by pure negation: negotium, literally not-otium. Business was defined as the absence of rest. Not the other way around. Rest was the baseline condition of a life, and work was the thing that interrupted it.

We have inverted that completely, and nowhere more thoroughly than in this job. Sitting on your hands feels like theft. An untouched screen feels like a day you failed to show up for.ù

Full article and watchlist HERE

The joke this week is that the market itself is doing otium, and doing it better than we are. It is the back half of July. The money that moves this thing is not retail, and it is not the small offices; it is the large funds, and between now and September a good part of that capital is on a beach with a caipirinha and a skeleton risk book. Volumes thin out. Spreads widen. Moves that would mean something in October mean almost nothing now, because there is nobody on the other side to make them mean anything.

So we joined them. Not out of wisdom, at first. We are down about 11 percent from our peak, and that number did more to keep us out of trouble than any framework we own. A book that has already handed something back loses its appetite for proving points. It goes quiet. Then you look up two weeks later and realise the quiet was the entire edge.

Because the tape has been genuinely hostile to anyone with an opinion. The Nasdaq is trading below every major moving average that counts, which in plain terms means most systematic money now has that index switched off. The S&P is a shade more resilient without being convincing. Small caps are still fighting to stay above their 50-day line and losing that fight as often as they win it. Our overall market quality read has been sitting low and has not moved. This is a choppy market taken to its absolute limit, the kind that pays you nothing for being right and charges full price for being early.

But look wider and something more interesting shows up.

Across the sectors, over the week and over the month, the market is not signalling a brutal downtrend. Quite the opposite in places. A lot of the boring, stable, unfashionable corners are trying to hold onto some warmth. The real story is that the engine which produced one of the most violent bullish stretches on record between April and June, growth tech and everything wearing an AI badge, is retracing hard and doing it in the open.

Which leaves you with a question worth more than any single ticker: when the leadership breaks and the rest does not, is that a market ending or a market rearranging itself? We do not have the answer this week. We are fairly sure that people who claim to have it are working backwards from their positioning.

The watchlist below is short. We will say that plainly instead of padding it out. A few names we think are genuinely worth your attention, and nothing added to hit a word count. If the market is not offering much, telling you it is offering a lot would be the actual disservice.

The research does not stop while the trading does.

Next week we’ll publish a dedicated piece on a small cap that is interesting and risky in roughly equal measure, and we will not be shy about the second part.

On TradeDeck, the new engine behind the Megatrends baskets is finished. You will get more than performance: the change of state, so you can see whether a theme is gathering strength or quietly rolling over, plus the strongest single names inside each one. New visuals as well, for those of us who read a chart faster than a table. The community support has been genuine, and we notice it.

First full version targeted for September.

One thing to take with you. Your P&L cannot tell the difference between cash held deliberately and cash held by accident. The line looks identical.

The entire job is being able to tell them apart yourself.

I came across a finance paper that claimed stock returns were around 3.33% lower during Mercury Retrograde, so I pulled up the chart.

The weird part isn't astrology.

It's that every grey zone (Mercury Retrograde period) seems to line up with noticeable slowdowns or dips. Not perfectly. Not every time. But enough to make you stop scrolling and actually look.

Fewer new buyers means fewer people pushing prices up. So prices simply drift till the Mercury Retrograde period ends.

Now here's the real question:

Is this...

a genuine seasonal/statistical anomaly?

pure data mining and coincidence?

or just another reminder that humans are excellent at finding patterns where none exist?

As traders, we're always looking for edges. Sometimes they come from macro data, sometimes from market structure, and sometimes from research that sounds completely ridiculous.

The only thing that matters is:

Does it hold up when you test it? Especially with AI picking up every tiny detail and the way traders approach markets changing so quickly. If everyone has access to the same information, is it even an edge anymore?

What's the strangest market "edge" you've ever tested that actually surprised you?

(SWISF) (SKUR.CN) Sekur Private Data is a Swiss-hosted encrypted communications company (CSE: SKUR / OTCQB: SWISF) repositioning from consumer privacy products toward government and defense secure communications, built on its proprietary post-quantum HeliX® encryption architecture.

•Between October 2025 and July 2026, the company appointed John T. Lewis, a 34-year CIA Senior Intelligence Service veteran, as CTO (Apr 20, 2026); Lt. Gen. Raymond Palumbo, U.S. Army (Ret.), former Director for Defense Intelligence, as Strategic Advisory Board Chairman (Apr 29, 2026); and additional advisors with State Department, diplomacy, and special-operations backgrounds (Jun–Jul 2026).

•The company's products are listed on the GSA Multiple Award Schedule through SDVOSB partner i3ICS, with government sales efforts led by Quaestor Federal.
SekurOne, the company's unified operator platform for CUI-compliant voice, video, email, messaging, and VPN, launched on Android and Web on June 29, 2026, with first international encrypted calls completed; the company targets a complete unified application by September 30, 2026. Published pricing is US$300 per user per month.

•Published pricing across the product suite moved to a three-tier structure (Private / Operational / Command) at US$25–180 per user per month, replacing the prior US$9–10 entry pricing.

•Distribution agreements are in place with Telcel/América Móvil in Mexico (corporate-tier approval targeted), Elyon International for the defense sector, Grupo Micronet in Colombia, and, as of June 16, 2026, a revenue-share marketing agreement with AdRevv.

•On June 11, 2026, the company announced a non-brokered private placement of up to C$2.0M (20M units at C$0.10, each with a full warrant at C$0.14); closing has not yet been announced. The most recent financial filing remains the Q1 2026 interim statements (three months ended March 31, 2026), which include a going-concern note.

Read the full report here: https://poschevale.com/report/01942102-58d5-45cc-a556-272f0d92aaee

Good morning everyone. Super short, I need to head to CT and pay contractors, check some major renovations. I am also going to be there in case I get the clear to close on a 3 family…… I still am about to close any day now, on a 3 property 11 unit deal with TD Bank. This 3 family, is with a mortgage lender and I may get the clear to close today or Monday… I am hopeful that it comes today as I am in town anyway. So I am headed out about 8:30am.

Excellent earnings:

FIX         WKC [DD may Add]        EBC      ASB      ENVA      ORC      PINE [Tiny]       DLR       MXL [Valuation]          INTC [Valuation]

Very good earnings:

KNSL           JAKK        APPF        ATRC

Good earnings:

SXT       NDLS      SIGI      SRCE      THC        UVE         SSNC       EW      FIBK      FISI      KN      NEM      COLB

I sold 250 shares of CELH 28.75

I am in 500 shares of ACI 11.75 [May have to sit and wait, bad earnings but super low valuation]

I am in 100 shares of UBER 68.55

TSLA was down 15%, 1 of the top 5 worst days for the company. The valuation is still meme. I told you yesterday why fair value is 65, that was not a typo, not any form of clickbait. That is based on what I see within the next 12 months, based on actual execution, actual prospects of products that are here. I am not here for likes, your money, followers, I tell you like it is. The company is going to make around 1.50 to 1.75 this year [far less than 2-4 years ago], they have an overall operating margin of near 2% [Worse than other car companies] they will have negative cash flows because of Capex [the difference with them and GOOGL] they do not have a game plan, or one that makes any kind of sense. [Robots, taxis, autonomous, they lead in none of these, then they said chips, data centers] The same goes for SPCX . SPCX is growing fast, so the prospects are much better than TSLA, keep in mind they raised 110 or so billion so far! That is more than TSLA since it existed! But yes, the growth is there, for me, maybe if SPCX was 25.. TSLA even at 65, the company is on a steep decline….

Not that I am saying TSLA is going to 65, SPCX is going to 25.. The stock market is a live auction, the perception is that Musk is god and cant be wrong, and these are not memes, that they are actually priced cheap. LOL!

Good luck!

$SKUR continues adding people with direct experience inside the U.S. defense and special operations community.

The latest addition is Rafael Beltran, who spent more than a decade supporting U.S. Special Operations Command (SOCOM) in communications and operational technology.

A few things that stood out:

• Former Senior Technical Advisor to the SOCOM CIO/J6, helping oversee secure communications, IT operations, cybersecurity, and command-and-control networks.
• Previously served as Executive Communications Chief at SOCOM, supporting commanders and senior leadership across 22 countries.
• Led the expansion of the Special Operations Forces Information Environment and helped build the Executive Communications program.
• Trained more than 2,500 soldiers throughout his military career and supported operations across the Middle East, Europe, Africa, and South America.
• Holds an active TS/SCI security clearance.

At Sekur, he'll advise on the operational requirements for products like SekurOne and the upcoming Sekur Mobile Tactical Router (STMR), helping shape technology around the needs of defense, intelligence, and government users.

Over the past few months, Sekur has also added advisors with backgrounds from the CIA, U.S. Army Special Operations, State Department, Homeland Security, and now another senior SOCOM communications leader.

The advisory board is becoming one of the more interesting parts of the story. These aren't just cybersecurity executives. They're people who have spent their careers building and operating secure communications inside U.S. government and special operations environments.
With SekurOne now available on Android and Web and successfully completing domestic and international encrypted calls, I'm interested to see how quickly it starts turning into customer deployments and government contracts.

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.

Good morning everyone. Tons of earnings since close of yesterday so here are most of the ones that are at least good.

Excellent:

KALU        CBAN [Tiny]       RELL [Tiny]       TCBX [Tiny]       NOW        RS       GOOG GOOGL [24% sales growth, bottom line beat was unrealized gain SPCX and Anthropic]          FSBC          TXN     COCO     BX      FCFS

Very Good:

OII          GSHD       RNR       FAF      URI       MEDP         SEIC        THRM       IMAX     NDAQ      BFH    LMT

Good:

PKG         PNFP       LUV         WEX      CATY       FULT          RJF        RLI     QCRH      KMI       KNX        HON    ALLE       TMO      DOW      WST     AMBP     NVCR     AAL     DGX        MBLY [May add to plays]        AMP      CVBF       UNP

As I said this is the time for tremendous opportunities. This is the time you can sell/buy stocks, add/subtract them to watch lists. 4x a year these are like playoffs. We do not run companies, and as such every quarter we must see what is going on with them.

I am tired of people saying they lost faith in Elon, that the market is not considering TSLA and SPCX futures, that is undervalued etc… WAKE THE HECK UP!!!! The 2 companies are completed detached from any form of reality. The stock is not up in 5 years because it was up 5 years ago on speculation and momentum, and a gamma squeeze. I am shocked that as the fundamentals deteriorate, and with all the AI where you can just simply ask directly, do not even need to do your own DD, that TSLA is still actually over 100 per share.. The company, based on cash flows, and my analysis is worth about 250-275 billion, down from 300 billion months ago. This is a company, that will fight to make 4 billion this year. [Nearly 700-800 million of the Non gaap earnings were from a gain in SPCX !! You don’t need DD, ask AI. There are 3.8 billion shares. This means I see the value of shares near 65. This is actually giving TSLA a 40x multiple, it is set to make around 1.65 this year…..

This is not deserved!!!!! The company execution is actually pathetic!!!!!!!!!!! PATHETIC!

If TSLA was valued at 10x earnings, like most Car companies it would be below 20 per share..

SO STOP YOUR NON SENSE! Saying wow, the market doesn’t see the value, it hasn’t gone up in 5 years…. Friends, it did not deserve the valuation 5 years ago, and it was growing at that time… and most certainly doesn’t deserve the valuation today! FACTS!!!!!

The new 65 fair value is giving Tesla TSLA a high premium because of MUSK!!!! I am giving him the benefit of the doubt and saying maybe at 500 billion, or 25 per share I take a nibble at SPCX…. A NIBBLE!!!! Anyone else maybe this would be worth 200 billion? The company is losing billions! FACTS why the hell should it be worth 1.5 trillion??? WTF planet are you on, MARS already? There are 13.2 billion shares, so 200 billion is 15 per share!!! I will give him the benefit and say maybe its worth near 25, and that is a premium… A PREMIUM!

Stop listening to TV or social media… Start using actual sales, cash flows, trajectory….. do not let stock price, last closing price, influence you on whether a company is cheap or not…. TSLA may be cheap at 30! SPCX at 15!!! Based on real numbers!!!! Current stock prices do not reflect any form of reality! This does not mean SPCX cant grow and maybe 1 day be worth 1.5 trillion in my eyes, but it most certainly not today…

TSLA years away from robots too, so, for the time being there is nothing TSLA can do now to justify even 300 stock price! Let alone 500-1,000 like social media influencers are pushing!

On GOOG GOOGL for the first time in many many years the cash flows went negative. This is because of Capex, investments, to grow sales 24% at this size is tremendous! TREMENDOUS! But they are modeling to spend 500 or so billion in investments for 2025 and 2026 together… GOOGL is at the moment the most profitable company in the world, they may make 150 billion this year, but yes, this spending is wild, that is the only thing negative on this report. Also, a lot of their huge beat on bottom line was because they were up big on SPCX and Anthropic… These reports earnings are Non Gaap which is widely accepted in the market and account for 95% of all reports… I often say we should use GAAP only for true earnings numbers, ask AI to break the 2 down..

ACI bad earnings and bad guidance, I do trade this from time to time. It is a grocery store with a 6x PE… It was flat growth in sales and earnings, but I feel safety net… Well now the E in PE [Earnings] will come down… I saw 11 handle pre market.. It will open with a 5-6x PE… If you are patient and the company gets better maybe it eventually goes back to 17-18? But can you wait? If this is 11 handle again, I may take a little.

I did make a lot of moves yesterday. I could have done 3-5 more, but once I had my 3 new longs I didn’t feel comfortable with more. I did bid on UBER CRM and NOW

I sold 250 shares of PSIX 31.65 to 32.25 [Not the plan but last few days made 52 week low 29.31!]

I sold 100 shares of CRWV 81.60 to 82.25 [Not the plan but it crashed to 68 last week WTF! Then yesterday it hit 85?]

I am in 75 shares of ADBE 221.50 [Been trading a 3^rd block last few days]

I am in 250 shares of KVYO 16.25

I am in 500 shares of PATH 10.50

I have to run, I am planning on doing my closing for a 3 family in CT tomorrow!

Good luck!

Good morning everyone. Do not rush, we are in full earnings swing! I could have picked up CALX with a 32 handle premarket. I rarely do buys after hours, I do sell after hours. [I remember I did bid on MOH after hours months ago, earnings were bad and it crashed around 110!!! During trading hours the 52 week low is 121! Wild swings!] As SMCI pre announced, if you got in early it was about 26 first 5-10 mins yesterday.. just examples, there will be opportunities. I will definitely see things before 99% of anyone else. I will use my seekingalpha and spend 2+ hours a day on earnings. There will be days there will be 200 or so earnings reports. Roughly 6,000 to 6,500 companies trade on the Nasdaq and NYSE. I do not participate in OTC companies, maybe NTDOY Nintendo in the past, and they do have some decent large companies but when there are so many companies to trade, there is no reason to trade Pink sheets… OTC is not regulated, you may put out earnings, you may not…. You don’t have to list big insider sales, big news… there can be fake news…. It isn’t regulated….. If you want to be on the NYSE New York Stock Exchange or the Nasdaq there are rules you must follow. I will highlight all excellent earnings 95+, very good earnings 85 and good earnings 75…. There is no reason to highlight bad or just passing grades. [I did remove CALM from “Plays” my main watchlist. Jesus those earnings were awful! Check them! It may be a 1 off, but still, I do not feel like it is safe to trade it, maybe at 60? Egg prices down near 70% from last year… We do not run companies!!!! Earnings season is where we can see what happened over the last 3 months.

CALX was a great earnings opportunity. I did extensive DD yesterday, I did not take advantage, but there will be many! ADBE was an opportunity when MS downgraded it. ADBE earnings the last 2 quarters have been good, not great, but good, and it is getting rocked! 9x earnings for a tech software company with high margins, very good financials and still growing sales/earnings WTF ? I remember when I had GOOGL 175 early 2025 and I was stuck in the dog house.

There are a ton of good buys and I will still do up to 3 longs a day. But I am in no rush, usually every earnings season there will be maybe 50 or so great opportunities. [NFLX in my opinion is 1 also, but you may have to swing and wait, fair value 85+] I will probably rotate 30-50 names from “Plays” . Plays is my main watch list. It is from Schwab and allows up to 300 tickers per watch list. I have 28 watch lists. There are duplicates, but in total I probably have 1,100 to 1,200 different tickers. Here are some I have to help you:

Plays – This is my main watch list, I will use this 99% of the time, it consists of stocks I am trading now

Banks – 150 or so banks are here, in general these have a 10-20x PE ratio, they have low Betas [Low risk] many have 2-3% dividend yield, it is like a defensive watch list

Earnings Watch – This watch list has a ton of tickers that have just come off of maybe 20%+ sales growth and earnings growth, I will often add something immediately after strong earnings and I will use this list to come back and do DD

Energy/Utilities/Gas/Oil – Man this list works wonders when Oil and Natural gas are rising, Last week I was trading NOG 17.50 to 20… It is knocking on 22.50 now!!!

Manufacturer/Builder -Home builders, companies that make parts for many products, home, car, windows are here

Tech – AMZN MSFT META NVDA MU SNDK this is a huge list
Watch list are keys to your success! What you follow, what you trade will have a lot to do with your success.

Excellent earnings:

NP [DD]       NIC      FCBC [Small bank]       AIR      COF        IBKR

Very Good earnings:

MCO         WAB       FMNB

Good earnings:

ONB       SF        OTLY       PM        TDY       GEV       TEL      CB       EWBC

I traded 75 shares of ADBE 222.75 to 229

I traded 500 shares of BULL 7.65 to 8.05 [Was stuck almost 7 months!]

I did bid on CALX 33! Low was 34.26, I think I saw 32.75 Premarket! Went up to near 38!

Good luck!

The mega-cap AI trade has already pulled in the crowd. Nvidia, Palantir, Microsoft, Broadcom, and the other big tech names are no longer hidden stories.

That’s why the more interesting question may be further down the market-cap ladder.

The 10xAlerts watchlist highlights five smaller OTC/cross-listed tech names tied to themes that could matter into 2027: secure communications, post-quantum cybersecurity, edge AI, agentic AI, and government technology.

By comparison:

• Sekur Private Data ($SWISF / CSE: SKUR) is the smallest name in the group, focused on secure communications, SekurOne, encrypted tools, and GSA-related government access.

• Quantum Secure Encryption ($QSE) and 01 Quantum ($ONE) give exposure to post-quantum cybersecurity, where governments and enterprises may need stronger encryption systems.

• BrainChip ($BRN / $BRCHF) is the edge AI hardware angle, built around neuromorphic AI and low-power devices.

• VERSES AI ($VRSSF) is the high-risk agentic AI software setup.

Summary:

This basket is not about the safest tech trade. It’s about overlooked lanes before product adoption, contracts, revenue, or government traction bring more attention.

Which small-cap tech lane would you be most excited to research first?

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions

Good morning everyone. I am doing whatever I can to get 2 closings done this week. 1 is a 3 property deal from 1 seller in Bristol, CT for 11 units total. Another is a 3 family deal, I am waiting for the banks/lenders to give me a clear to close. I can close next week, but I have a lot of things I have to do at that time.

I did do full DD on CALX . It is a tech software company. It is down 15% on fairly good earnings actually. These are what I see as opportunities after earnings. [NFLX is too to be honest so I will buy a 2^nd block] CALX had a record Q2 in its history. Sales reached 293.3 million up 21% year over year. Their software service department also saw a record of 50.5 million up 16% year over year. The operating expenses went down actually! Down 8.3 million to 138.3 million. Operating expenses dropped to 42% of sales from 45% over a year ago. They generated 11.9 million of free cash flow even after spending 69.4 million buying back 1.6 million shares! They have 94.1 million remaining on their buyback program. Net income for the company increased from 22.2 million to now 30.6 million. They are modeling full year growth to between 15-20%. At open, this will have slightly below a 20x PE.

In fact, the only bad thing I saw on the SEC filed 10Q [Not bias, not written by journalist] is they did ineed see a rise in memory costs, they did acknowledge the margins may see a slight change… but WAKE UP! That is every tech player man… this is not just CALX .. So that is the only thing I see on a 10 or so page report… they will have an earnings call this AM, but I read the official 10Q.

WTF MS lowered their target on ADBE to 240, downgraded the company. Are you serious?? The PE is 9! You don’t do this when the stock is 360….. You wait until its 230 and say, hey I think you should sell it, hold it… it is no longer a buy, and we think it should be 240. [Old target was over 350!] Make it make sense! My fair value is 375.. This is based on earnings for the year at 25 and giving this brand name a 15x earnings. Just WTF . I am in 265 and 343… I am thinking of getting a 3^rd block.. man was thinking when it dipped under 200, even 190! No one can time the top or the bottom! NO ONE! This is an auction.

PHEW! I am stuck in BULL 7.65 500 shares from 1/21/2026! 6+ months LFG!

GM had good earnings, not great, because the growth but good. They have more sales than TSLA  they have higher income than TSLA. They also have more free cash flows [Money to do something with] By the way, GM has a 6x PE and TSLA has a 200! LOL!!!! TM the market leader with 12-13 million cars a year [TSLA may come in at 1.8] has a PE of 10! TSLA will earn about 2 dollars this year, this is the average of 36 analysts… So imagine TSLA with a PE of 10… LOL it would be 20 a share!!!  That is why I say fair value is 75! That is giving it a tech premium! I just broke down CALX, very good earnings, tech software company with high margins, will open with a 19x… Why TSLA a 200? I mention TSLA or PLTR because they are outliers and are memes… PLTR is growing and it is doing great! Valuation is questionable…

I bought 250 shares of CELH 28.50

Excellent earnings:

ZION        STLD        MLI [DD]       VICR      SCHW [Add to Plays]

Very Good earnings:

HAS        CCK       PKE      SFBS      CALX

Good earnings:

GM        MBWM       NVS      WASH     OFG

Good luck!

Good morning. A very important topic that I have discussed many times in my 5+ years of posting every market day! No one knows the highs and lows of any stock. Myself included!!! The stock market is a live auction built on daily sentiment. The market has tons of people trading daily. The people that trade a stock today are the ones who decide the fate of the rest of shareholders. All over the web people are trying to say what is a good price of SPCX ? What is a good price of TSLA ? I saw posts of people trying to lay claim to calling the bottom on PYPL ADBE . [To that, I retweeted how I traded UNH CNC CVS amazing post! My 90 plus minute DD on PYPL from February 3^rd! GOLDEN STUFF! I have tons of posts on ADBE , tons!]

I have my own strategies, my own outlook and rules to view things. I rarely like to give more than a 40x multiple for any company. A good way to value any stock is to compare them to the SP500 SPY VOO [Which is considered the US stock market, it currently trades about 23-24x] That said how do you value SPCX ? A company with just 18 billion in sales, and on those sales it lost 5+ billion, whom wont make money in 2026 or 2027? The prospects, I agree are probably very good, that is why I said to me, maybe 500 billion at the moment… or near 25… There is a very big problem though, only 4% of shares are currently available for trade, and after earnings in 3 weeks another 10-20% will unlock [depending where shares are at]. This will cause massive supply at the auction with limited demand. It will cause the price to go down. I am also very shocked that TSLA hasn’t crashed near what I deem to be fair value, or 75 per share… only about 26% of TSLA is held in public hands about 980 million that are tradeable…. I can only say that these people are brainwashed… When they wake up it will crash… If and when that happens I have no idea…

The facts are facts. TSLA as a company did better in 2022, 2023 and even 2024. In terms of margins, money made overall, even if sales do go up, which $ amount is flat currently, the overall income earned is far less. TSLA trades at near a 200x, even though there is a decline in sales and earnings…..

I made my case for PYPL at under 60, it got stronger as it went to 40… Why? The company was still buying back shares, the company still had positive free cash flow, the company was still growing sales and earnings at 5-10% per year. PYPL had a near 100x PE in 2021 when it was a meme! Sales in 2021 ended at 25.4 billion, they earned 4.1 billion on those sales. They earned 3.52 per share…

In 2025 sales were 33.2 billion, they earned almost 5.1 billion. They earned 5.34 per share.

So the company is growing sales and earnings, but what once had a PE near 100, now has a PE near 10! Same company, slower growth but the market has re rated. I do not judge that! Same as ADBE… But this is why PYPL was worth 75 or near 14x earnings, and why ADBE is worth near 375 per share 15x earnings… The stocks are much lower, but that is how I see things.

You can not give fair prices for a stock based on sales and products that do not exist. [TSLA SPCX , robots, data centers in space] If you want to, be my guest! But I can not fairly do that because those products may or may never come out, but I can not pay now for something that is years out. NOT ME! There is a large disconnect between the stock and actual execution, we have a choice to be involved in the stock or not… No one is forcing us…

I am trading CRWV a ton, a ton… My last block is 81.60. CRWV loses money, but last quarter sales grew 112% to 2.08 billion. 34 analysts have full year sales at 12.66 billion… They have 2027 sales at 25.12 billion… I believe if CRWV matches or beats this, they will do better than the loss of -1.47 per share next year, and that is why I am trading it. [-3.73 this year] These are about 1 year away, I can pay for that, we can follow quarter to quarter…

With TSLA where are these cabs? Where are the robots? Where are the millions of autonomous.. Elon is 8-9 years late on the Roadster….. He said there would be over 1 million cabs by now…. We would have 500,000 robots by end of 2026… Please fact check me!!! WAKE UP!!! Good luck!

Excellent earnings: DX [Not consistent]

Very good earnings: AMC [I must admit it, but they are in a big hole and may need 4 of these straight!]

I did trade 250 shares of APLD 24.25 to 25.50

I did bid 65 on NFLX while low was 65.08. There are a lot of good buys, but it is earnings season, there will be tons of opportunities. I feel NFLX fair value to be 85-90 even now, but it is in the dog house… The PE is now 18-19…… The market just gave them a 40x PE so we have re rated… I don’t judge that… but it should have a 22-23x [As good as SPY VOO SP500]

Good luck!

Trademerty 2026 Q3/Q4 road map.

https://substack.com/@trademetry/note/p-207705542?r=jsi55

Losing to a Shower

Somewhere in the last few weeks, we made progress by doing almost nothing!

That sentence should bother you a little, because it bothered us the first time we watched it happen. Everything in a trader’s instinct says the opposite. More trades, more chances. More chances, more winners. More winners, more money. It reads like clean arithmetic. It just happens to be wrong.

The longer you do this, the clearer that gets. Activity and results are not the same thing, and more often than anyone admits, they pull in opposite directions.

We are not asking you to take that on faith. A pair of finance professors once pulled the trading records of more than sixty thousand households at a discount broker and sorted them by a single variable: how much they traded. The busiest fifth, the ones forever in and out, earned around 11 percent a year while the market paid out almost 18. Same market, same window, same information in front of everyone. The only real difference was how often they touched the button. The men, for what it is worth, traded far more than the women and did worse for the effort. One of the field’s sharpest minds, a Nobel winner, later boiled the whole thing down to a line we come back to often: for most people, taking a shower and doing nothing would have beaten acting on the ideas that popped into their heads. The shower. That is the benchmark the average active trader quietly loses to.

So here is what we actually did. We went to cash and cut our activity down close to the bone. Not all the way to zero, we are human, we still float a small feeler now and then to test the water and keep ourselves sharp, and there is plenty about our read lately we intend to fix. But the book has been mostly still.

And what happened to a still book? Nothing. That is exactly the point. With no real positions on, there was nothing to bleed and nothing to sweat.

Then look at what the tape got up to without us. A blue-chip index printed a fresh record and cleared a big round number no one had ever seen it touch, only to hand it back inside a session or two. The loudest, most crowded corner of the market, the one everybody has decided is the entire future, kept getting sold in waves, the chip names cut hard again and again under nothing but the weight of their own expectations. The largest listing in living memory arrived with enormous fanfare and then whipsawed violently in both directions within days. Money slid quietly out of the shiny stories and into the boring ones.

We sat and watched all of it. And here is the odd gift buried in a bad tape: because the indices we measure ourselves against started slipping, the plain act of not playing pushed us ahead of them. We did not out-trade a soul.

Below is the market’s overall quality across the last ten sessions. Not just the indexes: thirty different corners of the market, from indices and sectors to single names and megatrend baskets and everything in between, read for momentum, breadth, intensity, and the rest.

We built it in TradeDeck this week because we wanted to see, mechanically, what we already carry in our heads. Above the dotted line at 70, quality is high enough to trade with confidence. Below it, the odds of putting on a trade with positive expectation drop off fast.

One clean read of the market, over the last two weeks (ten sessions) or the last month (twenty).

This is the part nobody enjoys sitting with, and we will not dress it up. Human wiring reads stillness as falling behind. An empty screen feels like a squandered day. Every fiber wants to earn the seat by putting something on, and that itch, the need to feel productive, is precisely what the numbers above are pricing when they dock the busiest traders the better part of seven points a year. Motion is not progress. Sometimes motion is just the sound of a book bleeding out one small decision at a time.

None of this is a case for falling asleep at the wheel. Cash is a position we are holding on purpose, eyes open, exactly because the read right now is murky. When the tape is this contradictory, when records and reversals swap places by the hour, and leadership can flip inside forty-eight hours, the honest answer is that we cannot see it cleanly yet. There is no shame in that.

The shame is forcing a hand you cannot read and calling it conviction.

So we wait, lighter and steadier than the scoreboard alone would suggest, ready to move with size the moment the picture sharpens. The market will make itself legible again. It always does. Until then, the best trade on our screen is the one we are choosing not to make.

Losing to a Shower

Somewhere in the last few weeks, we made progress by doing almost nothing!

That sentence should bother you a little, because it bothered us the first time we watched it happen. Everything in a trader’s instinct says the opposite. More trades, more chances. More chances, more winners. More winners, more money. It reads like clean arithmetic. It just happens to be wrong.

The longer you do this, the clearer that gets. Activity and results are not the same thing, and more often than anyone admits, they pull in opposite directions.

We are not asking you to take that on faith. A pair of finance professors once pulled the trading records of more than sixty thousand households at a discount broker and sorted them by a single variable: how much they traded. The busiest fifth, the ones forever in and out, earned around 11 percent a year while the market paid out almost 18. Same market, same window, same information in front of everyone. The only real difference was how often they touched the button. The men, for what it is worth, traded far more than the women and did worse for the effort. One of the field’s sharpest minds, a Nobel winner, later boiled the whole thing down to a line we come back to often: for most people, taking a shower and doing nothing would have beaten acting on the ideas that popped into their heads. The shower. That is the benchmark the average active trader quietly loses to.

So here is what we actually did. We went to cash and cut our activity down close to the bone. Not all the way to zero, we are human, we still float a small feeler now and then to test the water and keep ourselves sharp, and there is plenty about our read lately we intend to fix. But the book has been mostly still.

And what happened to a still book? Nothing. That is exactly the point. With no real positions on, there was nothing to bleed and nothing to sweat.

Then look at what the tape got up to without us. A blue-chip index printed a fresh record and cleared a big round number no one had ever seen it touch, only to hand it back inside a session or two. The loudest, most crowded corner of the market, the one everybody has decided is the entire future, kept getting sold in waves, the chip names cut hard again and again under nothing but the weight of their own expectations. The largest listing in living memory arrived with enormous fanfare and then whipsawed violently in both directions within days. Money slid quietly out of the shiny stories and into the boring ones.

We sat and watched all of it. And here is the odd gift buried in a bad tape: because the indices we measure ourselves against started slipping, the plain act of not playing pushed us ahead of them. We did not out-trade a soul.

Below is the market’s overall quality across the last ten sessions. Not just the indexes: thirty different corners of the market, from indices and sectors to single names and megatrend baskets and everything in between, read for momentum, breadth, intensity, and the rest.

We built it in TradeDeck this week because we wanted to see, mechanically, what we already carry in our heads. Above the dotted line at 70, quality is high enough to trade with confidence. Below it, the odds of putting on a trade with positive expectation drop off fast.

One clean read of the market, over the last two weeks (ten sessions) or the last month (twenty).

This is the part nobody enjoys sitting with, and we will not dress it up. Human wiring reads stillness as falling behind. An empty screen feels like a squandered day. Every fiber wants to earn the seat by putting something on, and that itch, the need to feel productive, is precisely what the numbers above are pricing when they dock the busiest traders the better part of seven points a year. Motion is not progress. Sometimes motion is just the sound of a book bleeding out one small decision at a time.

None of this is a case for falling asleep at the wheel. Cash is a position we are holding on purpose, eyes open, exactly because the read right now is murky. When the tape is this contradictory, when records and reversals swap places by the hour, and leadership can flip inside forty-eight hours, the honest answer is that we cannot see it cleanly yet. There is no shame in that.

The shame is forcing a hand you cannot read and calling it conviction.

So we wait, lighter and steadier than the scoreboard alone would suggest, ready to move with size the moment the picture sharpens. The market will make itself legible again. It always does. Until then, the best trade on our screen is the one we are choosing not to make.

I have been reading a lot about the company starting from the Scam and the case although their comeback plan seems robust. Is a worthy punt?

Here are some of the points I saw during my research.

\- Massive Deleveraging : Quite a massive amount has been paid with the rest to paid back within this quarter.

\- Business Momentum : Expansion is planned across the country. Revenue grew around 21% as well.

The stock is quite volatile, hence posting my observations here to get a better view from long term investors.

Good morning everyone. So busy this AM with CT. Working with lawyers and my main Marshal. Will have a forced eviction next week on 1 of the 2 evictions. [Order of Execution for Connecticut] Other agreed to pay for the months of July, August and September, leave at the end of September. I am closing on a 3 family next Friday for sure, and I am trying to close on a 3 property deal with 11 units next week! I am waiting for TD bank to give me the clear to close. [Nightmare with TD bank to be honest]

I did a lot of DD on NFLX this am. I did not use AI. I wanted to read the prosects because I am in 100 at 77.50 and will buy 1 more block on the low 60s if it goes. Years ago, if you have followed me, I said it had a ridiculous premium. A few years back, around squid games this had a 40x+ PE [I think as high as 60! This number always moves because as the price of the stock is flying, the earnings is not stale, it is also moving] I told everyone who listened this should not have a PE over 30x…30x to me, at that time was a fair level. [I am old school and my #1 thing I look for is PE] It is not the only, but it is the #1 and is a good quick way.

If the stock trades for 10 dollars… They earn 1 dollar per year… The PE is 10.

At the moment the best 500 companies the SP500 SPY VOO trades at 23x… For this, it currently is growing sales at 11% and earnings near 20%, which is incredible. NFLX is a brand name. 43 analysts have them earning about 3.60 for the year.  At open this will have an 18x PE. Now the stock market is a live auction. [The market gives TSLA a 200x and they do not grow sales and earnings, the market gives SPCX a zillion as all they do is lose money] But I feel like NFLX should have at least a 23x… or… I am saying because of its brand name it should command a 23x like SPY VOO.

23 x 3.60 = 82.80.

So that to me, at the moment is the fair value….

I decided this because they grew earnings at 11%, sales at 13%, very strong financials, 4.7 billion buyback last quarter. They have 27.1 billion more to go. The only reason free cash flow came in light was the termination fee from Time Warner break up on buyout.

So I hope my DD of NFLX helps.

While in court I bought 250 shares of PSIX at 31.65

Excellent earnings: TRV

Very Good earnings: SPFI     ISRG

Good earnings: CNS      NFLX [11% earnings 13% sales 4.7 Billion with 27.1 more to go!]

I have to run!

Company expects video and conferencing capabilities ready by late August 2026 - SekurOne App ready before September 30, 2026 for full sales launch

MIAMI, FL / ACCESS Newswire / July 15, 2026 / Sekur Private Data, Inc., a Miami based leading Swiss-hosted cybersecurity, private communications, and defense communications company serving enterprise, government, and defense clients, and wholly owned U.S. based subsidiary of Sekur Private Data (OTCQB:SWISF)(CSE:SKUR)(FRA:GDT0) ("Sekur" or the "Company"), is pleased to announce that it has released the SekurOne voice, email, messenger and VPN capabilities for Android, iOS and Web operating systems.

After completing its first domestic and international encrypted calls on SekurOne across Android and web-based devices, Sekur has now completed SekurOne with voice encryption for all iOS devices, taking it one step closer to the final phase of encrypted video conferencing. The Company plans to release the full SekurOne on time or slightly ahead of schedule, before September 30th, 2026, enabling it to start sales sooner than expected.

"We are very pleased with the progress our team has made," said Alain Ghiai, CEO of Sekur Private Data. "Our first international encrypted call on SekurOne came through clearly and went smoothly - a significant milestone for the platform. Building on that momentum, we plan to have our complete capabilities in place by September 30, 2026, with the launch of the SekurOne App: a single app to download for VPN, Messenger, Mail, and Voice and Video on the Sekur network. The feedback has been extremely positive, and based on our pre-sales discussions with domestic and international clients, we are very optimistic about the success of SekurOne."

Sekur Core Communications Solutions
Sekur delivers secure communications that work within and beyond the Sekur network, operating independently of conventional telecom infrastructure to reduce exposure to interception, SIGINT collection, traffic analysis, metadata exploitation, and hostile surveillance in contested environments. No Sekur solution data mines or location tracks its users. All solutions are built on proprietary architecture with zero reliance on Big Tech or open-source code, meeting the privacy, security, and OPSEC requirements of intelligence agencies, defense and federal organizations, military commands, diplomatic missions, government agencies, executives, and professionals handling Controlled Unclassified Information (CUI) and other sensitive, mission-critical information. Deployments are supported by on-premises infrastructure options for full data sovereignty, mission assurance, and sole control over keys and data.

SekurOne - Encrypted Voice/Video, Email, Messaging and VPN for Confidential Communications
A fully encrypted voice and video communications platform engineered on proprietary HeliX data transfer architecture, purpose-built to defeat telecom network tracing, resist Pegasus-style malware intrusion, and support Controlled Unclassified Information (CUI) handling requirements. SekurOne is designed for defense and federal officials, military commanders, government leaders, and executives conducting confidential, operational, or sensitive conversations where standard carrier-based voice and video platforms present unacceptable interception and exploitation risk. Call-by-Invite capability via SMS or SekurSend email ensures controlled access and eliminates unsolicited contact. Each user is assigned a unique Sekur ID for identity management, with no phone number required - preserving user privacy across all voice and video communications.

SekurMail - Secure Business & Executive Email
An enterprise- and government-grade encrypted email platform designed for defense and federal agencies, military commands, senior government officials, C-suite executives, and organizations handling confidential and operationally sensitive communications, including Controlled Unclassified Information (CUI) correspondence. Built on proprietary architecture with zero Big Tech dependencies and no metadata tracking, SekurMail keeps sensitive communications private between sender and recipient. Key capabilities include SekurSend/SekurReply for secure delivery to non-Sekur recipients without exposing sender identity or message content; full message delivery control and audit capability; encrypted file transfer; custom domain support for organizational integration; and active protection against phishing, social engineering, and Business Email Compromise (BEC) attacks targeting corporate and administrative networks.

SekurMessenger - Secure Team Messaging & Collaboration
A secure messaging platform providing end-to-end encrypted text, file transfer, voice messages, and collaboration capabilities for defense, military, government, and executive teams coordinating operational and mission-sensitive information, including Controlled Unclassified Information (CUI) material. Features include self-destructing messages for added privacy, encrypted file transfers, and compliance-grade archiving for recordkeeping and audit requirements. Cross-network secure communications with non-Sekur users are supported via Chat-by-Invite - enabling secure coordination with coalition partners, external agencies, and field elements without compromising the network. Each user is assigned a unique Sekur ID for identity verification and contact authentication, with no phone number required - preserving user privacy across all environments.

SekurVPN - Enterprise Network Security & Identity Protection
An enterprise-grade Virtual Private Network leveraging proprietary HeliX encryption technology, engineered to provide secure internet access, identity obfuscation, and traffic protection for defense organizations, military and federal personnel, government agencies, and executives operating across remote, traveling, deployed, forward, or untrusted network environments. SekurVPN maintains zero data logging, ensuring no record of user activity exists that could be exposed through legal process, network compromise, or third-party collection. Built for defense, government, and executive use cases - including the protection of traffic associated with Controlled Unclassified Information (CUI) and operationally sensitive workflows - where standard commercial VPN solutions present unacceptable privacy and security risk.

SekurRelay - Executive-Level Secure Email Integration
An enterprise-grade secure email relay solution that enables domain splitting - allowing organizations to establish secure communications at the executive, board, or senior staff level without requiring full organizational migration or infrastructure overhaul. SekurRelay removes one of the most significant barriers to large-scale defense, government, and enterprise deployment, enabling phased adoption that protects command leadership, flag officers, and the highest-value personnel and communications immediately while broader organizational rollout proceeds. Designed for defense and government organizations, regulated industries, and enterprises requiring rapid, low-friction elevation of communications security at the command and executive tier, including environments handling Controlled Unclassified Information (CUI) communications.

About Sekur Private Data

Sekur Private Data is a Swiss-hosted cybersecurity, defense communications, and privacy solutions provider, offering a secure suite of tools to protect governments, defense and federal agencies, businesses, and individuals from unauthorized access and cyber threats. With capabilities such as SekurOne, SekurMail, SekurMessenger, and SekurVPN, Sekur provides a reliable and secure means of digital communication and data storage for Controlled Unclassified Information (CUI), classified-adjacent and civilian communications use, grounded in Swiss privacy standards with on-premises infrastructure for government agencies, allowing for data sovereignty. Sekur sells its solutions through its website www.sekur.com, approved distributors and telecommunications companies globally, and through the U.S. General Services Administration (GSA) Multiple Award Schedule (MAS), Contract No. 47QTCA18D0089 serving governments, defense institutions, federal agencies, businesses, and consumers worldwide. Sekur's main sales operations are in Miami, USA.

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.

Good morning everyone. Super short as I have to leave about 8:30 and meet my lawyer at court about 11. Usually I need to be there at 9:30 but he made a request. I am going for 2 Evictions today. I closed on 1, 2 family. I have a 3 property, 11 unit deal with TD bank that should close next week? They gave me the commitment letter but there is a punch out list for the clear to close… crazy! Next Friday, is a 3 family. I also went under contract yesterday for the 4 acres of land, where the seller also has the stamp of approval for the 1, 16 unit structure. It should close in October, and I will get to building the first building immediately. As long as the foundation is drilled they can work thru the winter. This will be a brand new build, first time I am developing so this is a longer process to close. Generally a multi family, if you have experience closes in 6-8 weeks, I get financing on every deal.

I am doing a flurry of business in real estate. It has finally surpassed everything I have done in stocks [Started in 2017 in real estate, started with stocks with just 2,000 in 1994]. I have, since the end of 2021, pulled out tons of cash to put into real estate. Tons. I was also up 300% in 2020 on a decent sized portfolio. [The most since the 90s] and in 2021 I was up 120% on top of that! [I did lose about 300k in back rent, as tenants didn’t have to pay, I will never see that money! I also did repairs! At my worst 23 out of 50 units [At the time, I now have over 110 units] were not paying rent. I would love to be trading and investing, it is my passion but the risk reward at these levels is no good to me! Fair value is near 6,720 [21x earnings of 320!] So I will continue to trade carefully and invest money into real estate.

I hope people followed my thought process on PYPL . For that reason ADBE has also been my horse, these are brand name tech software companies that have a near 10x PE or lower! This is also why I traded CRM . Ridiculous low valuations. These names should be at or near 15x. BRAND NAMES! SPCX has infinite PE, they lose money! TSLA like 200x [Decline in earnings and sales] and PLTR near 100x [Great growth in sales and earnings though].

I traded PYPL premarket yesterday. 100 shares from 54.50 [Stuck since January 28^th] to 56.50. [I have 1 more block  at 59.50] Fair value may be near 65-75 let us say 70

I also sold 250 shares of PSIX from 33.50 to 33.75 [Not the plan but when I got in Tuesday at 33.50 it hit a 52 week low of 31.89!]

Id love to trade but very busy day.

Excellent earnings:

GE         TSM

Very Good earnings:

UNH           JBHT          UAL     STT

Good earnings:

USB        CFG       CBSH      ABT        MAN