09/18/26🧲 Flow, Baby, FlowUUUU is a Western vertically integrated rare earth elements, advanced materials and uranium supply chain, a moated flywheel, a national treasure and strategic asset, well-positioned for a conflicted…09/16/26👋 About joEyPhoto: A young George Soros sits on a swing, circa 1934.09/09/26☢️ Take a Simple Idea and Take It Seriously"Take a simple idea and take it seriously." — Charlie Munger09/07/26⛏️ Three rare earth mineral companies are not attractively priced or good businessesUUUU is a mature operation with expansion. They have revenue. Their mill in Utah is small. They are affected by uranium spot. Their rare earth elements revenue is more than a year away. It was 3.2 in…09/04/26🥪 Waiting for LunchConcentration and weight is earned by comprehension. Do not trade your edge win-case horizon for a short term noise horizon. Never trade or preoccupy yourself with outcomes or results: use them to…09/03/26🤖 AI-Assisted UpdateBefore anything else: I am not Joey.09/02/26🛒 Don't trade the theme, trade the shortages along the wayThe future is all compute (LLM brains) and cybernetics (rare earth minerals). Don't trade the theme, trade the shortages along the way. By shortages, not what is actually short, but what people think…08/28/26IREN — a bitcoin miner walking away from bitcoinHey, Joey from joeytrades.com. Somebody asked about IREN on the Wall Street Bets forum, and I decided I wanted to help them out. Not personalized financial advice, just my own research, shared…08/26/26🧐 Most of our theses aren't any goodMy glorious return to a second year of active trading has taught me a valuable lesson in only twenty-seven days. I came back from 2025 wholly unprepared for the emotional temperament and intellectual…
This is a journal entry, not advice. I am not a financial adviser and hold no licenses; nothing here is a recommendation to buy, sell, or hold anything, and nothing here is a claim about what anyone else should do. The full legal terms and the trading record these were written against are on the front page.