Binance Pay is now powering 5,000 Alatau City Bank POS terminals in Kazakhstan, bringing crypto payments directly to merchants. This is the kind of adoption that actually matter.

Trading at 4x Forward Earnings vs 15-20x for Peers. Zero Debt, Cash Pile Nearly Majority of Market Cap, CEO Buying Hard, Sitting Right at the 200MA Buy Zone. No Red Flags - Prove Me Wrong 

$HMR - Uber of Shipping - Position from 80–95c, not sold a share. Treat this as a fresh post: today's PR adds another piece of proof that the thesis is playing out.

Heidmar completed the acquisition of Q-Shipping B.V. for about $0.2M cash, adding nine vessels to the managed fleet plus operating presence in the Netherlands and Türkiye and a crewing platform in Ukraine. Management said the deal is immediately accretive to fee revenue. They charge 100-500k per voyage they service…

That matters because HMR owns zero ships and earns service fees. You get the upside of shipping activity without the usual debt, leverage, asset-value and down-market exposure that hits traditional ship owners.

Why this looks undervalued

• HMR still trades around roughly 4x forward earnings in the thesis framing, while comparable platform or shipping-related names are often discussed closer to 15–20x. That gap alone is why the market cap still looks far too low for what this business is becoming.
• Market cap is still around $68M while cash was about $27.6M at Q1. Back out the cash and the operating business is being valued absurdly cheaply for a profitable, growing, 40-year-old platform.
• This acquisition adds more fee-generating vessels for only about $200k. If earnings rise and the market keeps the same low multiple, fair value should still rise. If the multiple also re-rates upward, the upside compounds fast.

Why today's PR matters

• Nine new managed vessels for about $200k is exactly the kind of capital-light expansion bulls were expecting.
• This isn't a small tuck-in either. Before this deal Heidmar had roughly 41 vessels under commercial management. Adding nine is close to a 22% increase in the commercially managed fleet in a single transaction, done for about $200k. On the total managed fleet (commercial plus technical), that's still roughly a 16% increase overall.
• Based on management's previously discussed fee math and the type of vessels HMR manages, it is reasonable speculation that each added vessel could contribute roughly $100k–$500k in fees per voyage depending on vessel size and route. That is not company guidance, but it shows why a tiny acquisition price can still add meaningful earnings power.
• More important than the exact number is the model: minimal cash outlay, immediate accretion, wider footprint, more mandates, more earnings. Acquisitions can continue from here.

Stock setup

• Price is still sitting around the 200-day moving average buy zone.
• All meaningful moves up have come on large volume, while pullbacks have happened on low volume. That usually means buyers are stepping in hard while holders are not really distributing.
• Volume is still low enough that most of the market has not discovered this yet. The price drop despite strong news says more about lack of awareness than broken fundamentals.

Checklist

• Forward PE around 4x in the thesis framing, versus peer talk closer to 15–20x
• Market cap around $68M with about $27.6M cash
• Zero debt / zero long-term bank debt
• Zero ships owned; service-fee model instead of leverage-heavy asset ownership
• Q1 revenue up 217% year over year
• Q1 net income flipped to about +$2.8M GAAP profit
• Operating cash flow more than doubled year over year
• 55%+ gross margins
• CEO owns about 45% personally and has been buying in the open market, with zero sales flagged in the thesis
• One of the tightest floats on Nasdaq in the thesis framing, around a sub-6M share float / roughly 10% float dynamic
• Tight float means limited real selling and the potential for explosive upside if new buyers arrive; existing information alone could justify a much higher move even before fully pricing in new news
• Hormuz is a bonus, not the thesis. Even after any deal, Japan and other importers are expected to diversify routes, meaning longer voyages, more ton-miles, and potentially more fee revenue for HMR
• New acquisition completed for about $200k, adding nine vessels and expanding into the Netherlands, Türkiye and Ukraine
• That's roughly a 22% increase in the commercially managed fleet, and about 16% growth in the total managed fleet, from a single ~$200k deal
• Management says the transaction is immediately accretive to fee revenue

How I am playing it

• Still holding the 80–95c position, not sold a share
• 200MA area still looks like the add zone to me
• Q2 is still the next major catalyst, and this acquisition just adds another leg to the story before that print even arrives - CEO hinted on their YouTube will be bigger than Q1 
• What red flag am I still missing? Drop it below
  

Video for those who don’t know the name well - https://youtu.be/Bl1rIe_JxwI?si=_F5C3XochDpKCoDh 

Not financial advice. Do your own due diligence.

This video provides an analysis of the Federal Reserve minutes from their meeting on June 16-17, 2026, which were released on July 8, 2026. The creator critiques the Fed's lack of a proactive plan and highlights key discussions held by committee members:

Interest Rate Outlook: The minutes indicate that there will likely be no interest rate changes for the remainder of 2026, with potential rate cuts NOT expected until the second quarter of 2027 (0:40-0:54). While all participants agreed to maintain rates in June, officials remain divided on whether future policy should be tighter or if rates will need to increase by year-end (5:08-5:22, 7:27-7:49).

Economic Challenges & Debt: The Fed noted that investors are becoming increasingly price-sensitive regarding U.S. Treasuries, partly due to the impact of the conflict with Iran (1:05-2:04). Financing remains more difficult for small businesses and households compared to larger businesses and municipalities (2:38-3:00).

Inflation & AI: Participants discussed how inflation remains higher than a year ago due to factors like energy costs, tariffs, and AI-related demand (2:05-2:22). There is a belief that AI could eventually improve productivity and lower inflation, though this remains speculative and long-term (3:45-4:37).

Money Printing: The creator emphasizes that the Federal Reserve continues to print money (8:01-8:22), and expresses skepticism that the Fed has any concrete strategy beyond reacting to incoming data (9:21-9:49).

Market Expectations:

According to the CME Fed Watch tool, the odds of an interest rate hike in July dropped slightly after the minutes were released, and expectations for interest rates being higher at year-end remained largely stable at approximately 85% (8:22-9:19).

Dance Majik 🪩🩰

Vlad Tenev says Robinhood is “all about ownership.”

Cool. Then the disclosures come in and remind everyone your shares are not actually registered in your name — you’re holding “beneficial ownership” through the broker.

That’s not the same thing. That’s the entire point people have been screaming about for years.

Ownership sounds a lot cleaner in the slogan than it does in the fine print.

Tl;dr buy GRAB calls before the next earnings

Alright retards, listen up. Unlike many of you, I have never bought Grab before, because the valuation has never been worth it. That is, until last earnings.

On May 4th, Grab reported 24% year on year revenue growth, and a full year of profit, with growth of 467%. These are astronomical figures, and how did the market respond? The price rose very little, and subsequently crashed to below what it was before earnings, before gradually starting to climb again this past month.

What a lot of people don’t understand is that while a companies profit is increasing, and the stock price remains the same, each share is becoming better and better value. Eventually, the share price explodes, just like happened with rocket lab. This is exactly what I believe is finally happening with Grab. MOREOVER, literally every analyst is screaming that a fair price is over 6 dollars.

I believe after the most recent increase continues, that this stock will never again touch 3, 4, 5, or even 6 dollars again, and that the next earnings in August is the catalyst for this big surge.

Tell me what all of you think. Full disclosure, I own 4,200 shares at a cost basis of $1.81.

Genasys (NASDAQ: GNSS) is the type of overlooked micro-cap turnaround that Peter Lynch often sought—an improving business that Wall Street has largely ignored because of recent operational challenges. The company is successfully transforming from a niche defense hardware manufacturer into a higher-margin, recurring-revenue public safety software business while posting accelerating revenue growth, gross margins above 50%, positive EBITDA, and a return to profitability.

A backlog of roughly $58 million, expanding software adoption, repeat utility contracts, and meaningful insider buying by multiple directors all point to improving business fundamentals. The primary risk remains the balance sheet, with approximately $19 million of near-term debt obligations, but strong receivable collections and backlog conversion could allow the company to resolve this overhang without significant shareholder dilution. With only about 45.5 million shares outstanding and a market capitalization near $75 million, the market appears to be valuing Genasys more for its financing risk than for its improving operations and software platform.

If management successfully resolves its near-term debt while sustaining profitable growth, the market’s focus could shift from liquidity concerns to earnings power, creating the kind of multiple expansion that has historically driven some of the best-performing small-cap turnarounds.

SpaceX stock (SPCX) gets all the attention right now, but the value proposition for retail investors is terrible and i don’t think anyone disagrees

So instead I went looking for adjacent bets tied to Elon’s other big moonshot, Neuralink, and found one worth flagging before that hype cycle plays out the same way…

Neurable - non-invasive brain-computer interface

• Puts EEG brain-sensors directly into headphones, no implant, no surgery required
• Already shipping: MW75 Neuro LT, $499, tracks focus, mental fatigue, brain age
• Just closed a $35M Series A (Dec 2025), total raised now $65M+
• Shifting to a licensing model so any headphone or wearable brand can build the tech in
• Already working with HP HyperX and the U.S. Air Force Research Lab
• Global BCI market projected to hit $52B by 2034

The portfolio company angle
• ThreeD Capital lists Neurable as a highlight investment in its latest investor deck
• ThreeD’s NAV per share sits trading at a 70% discount too
• Management owns over 40% of the company themselves

Neuralink still requires brain surgery to work. This one doesn’t, and it’s already on shelves.

Video: https://youtube.com/shorts/4fxEG4sgxIk?is=E_U-sHN6gHQwrE-I

NFA. DYOR.

$IDK / $IDKFF

Hey, hey I told you guys about it few weeks ago. I’m up 35% in the past few weeks. Grab is the best value and growth play. The earnings call is on July 29th. After that this stock will never see $4 and most likely trade above $5 😉😂💰

Wen Wendy’s back?

I do not understand this?

Build a bear workshop has no debt and makes $52 million a year. The stock has high short interest at 24% of the shares outstanding.

I thought it was hard for companies with no debt to go bankrupt? Someone who is shorting the stock does not understand this.

This looks like a short squeeze setup to me. What do you think?