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6/30/2025, 11:30:52 AM
anyways, it's been a rough few days for me. and i'm sorry babe, to act out like i did this morning. and this evening. uncertainty is getting to me, the market, the cards, us. then my birthday. once you cross 29 they aren't very fun anymore. you are on my mind still, and i am hoping for better days for me, better interactions together. want to work on my posting now, i realize it's been troubled.
so anyways guys i know i'm stuck on 3 stocks, and really two, since laes is a subsidiary of wkey, but i do think they are two standout opportunities with big risk reward skews, one on the growth side one on the value. said all this before about wkey but quantum computers are coming, and nation states are going to have them before the marketplace, might already be in existence, and more secure cryptography is going to be needed. they have a ready-made solution that apparently is bolt-on, and in the future pretty much every device is going to need this sort of thing as a kind of prophylactic against quantum attacks. in addition to that, they have data centers stored in old swiss nuclear bunkers and are building a satellite comm network, and also this really cool project calt human-ai-t, lame name, but what they're gonna do is train ai's on religious and wisdom texts instead of just bulk data, up the signal/noise ratio and try to train ethical models. it sounds really cool and it resonates with me emotionally.
as for ssl, it's the biggest company in south africa. oil and coal. selling for a fraction of book value. i don't think they go bankrupt and i think the stock recovers huge someday. hard to say when, but there's a narrative that data centers are going to need massive amounts of energy, that should be a good day for them. also they have operations all over the world including in the usa, so it's not just south africa, one of the global majors. lot of attention is on pbr right now, huge divvy, and i get that and i own some of that too, but i think ssl is way cheaper.
so anyways guys i know i'm stuck on 3 stocks, and really two, since laes is a subsidiary of wkey, but i do think they are two standout opportunities with big risk reward skews, one on the growth side one on the value. said all this before about wkey but quantum computers are coming, and nation states are going to have them before the marketplace, might already be in existence, and more secure cryptography is going to be needed. they have a ready-made solution that apparently is bolt-on, and in the future pretty much every device is going to need this sort of thing as a kind of prophylactic against quantum attacks. in addition to that, they have data centers stored in old swiss nuclear bunkers and are building a satellite comm network, and also this really cool project calt human-ai-t, lame name, but what they're gonna do is train ai's on religious and wisdom texts instead of just bulk data, up the signal/noise ratio and try to train ethical models. it sounds really cool and it resonates with me emotionally.
as for ssl, it's the biggest company in south africa. oil and coal. selling for a fraction of book value. i don't think they go bankrupt and i think the stock recovers huge someday. hard to say when, but there's a narrative that data centers are going to need massive amounts of energy, that should be a good day for them. also they have operations all over the world including in the usa, so it's not just south africa, one of the global majors. lot of attention is on pbr right now, huge divvy, and i get that and i own some of that too, but i think ssl is way cheaper.
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