Rigatoni Capital @rigatonicapital

The Case for Intelligent Leverage: From Newmont’s Gold Profits to Strategy’s Bitcoin Yield | Bagholder | 10-3-25 What Newmont, Strategy, and Tesla Energy tell us about smart exposure.

new podcast-post dropped tonight on #Bitcoin #Newmont #Tesla #Strategy .. tech earnings, and much more! open.substack.com/pub/rigatoni...

30.10.2025 23:30 — 👍 0 🔁 0 💬 0 📌 0

Bitcoin as Firearms | David Winchell | 10-29-25 $BTC

new podcast dropped, talking #Bitcoin #BTC open.substack.com/pub/rigatoni...

29.10.2025 23:27 — 👍 0 🔁 1 💬 0 📌 0

Bitcoin as Firearms | David Winchell | 10-29-25 $BTC

new podcast dropped, talking #Bitcoin #BTC open.substack.com/pub/rigatoni...

29.10.2025 23:27 — 👍 0 🔁 1 💬 0 📌 0

Bitcoin & Market Conversation | David Golfwinch | 10-23-25 This marks the start of a new podcast format I’m experimenting with here on Rigatoni Capital.

new podcast up on substack with Golfwinch - talking Bitcoin tonight. #bitcoin #investing #stocks
open.substack.com/pub/rigatoni...

23.10.2025 23:41 — 👍 0 🔁 0 💬 0 📌 0

America’s Last Advantage in the Trade War There are no winners in a trade war between superpowers, but China appears to have far more leverage than most expected.

Good morning. Talking China's leverage over U.S. in trade negotations, however, China is overlooking a particular and powerful technology.
#gold #investing #stocks #wallstreet #finance #investing #NASDAQ #AIStocks #longterminvesting #TrumpTariffs #TradeWar
open.substack.com/pub/rigatoni...

22.10.2025 12:56 — 👍 0 🔁 1 💬 0 📌 0

I’m flying to NYC for a couple of days

The pilot just informed us that everyone who enters the city limits is now required to take a picture of the new JP Morgan building and share it on social media

Bonus points if you include a bunch of finance bros in navy vests

23.10.2025 16:01 — 👍 25 🔁 1 💬 2 📌 0

America’s Last Advantage in the Trade War There are no winners in a trade war between superpowers, but China appears to have far more leverage than most expected.

Good morning. Talking China's leverage over U.S. in trade negotations, however, China is overlooking a particular and powerful technology.
#gold #investing #stocks #wallstreet #finance #investing #NASDAQ #AIStocks #longterminvesting #TrumpTariffs #TradeWar
open.substack.com/pub/rigatoni...

22.10.2025 12:56 — 👍 0 🔁 1 💬 0 📌 0

Fantastic Financials & New Purchase Alert $JPM $BLK $AXP $BTC

Good morning, new post dropped. Enjoy your weekend.
#investing #stocks #bitcoin
open.substack.com/pub/rigatoni...

18.10.2025 13:22 — 👍 0 🔁 0 💬 0 📌 0

Gold, Silver, Bitcoin & Tesla: The Hard-Asset Bull Market with Bagholder My conversation with Bagholder on why the future belongs to energy, AI, and “outside-the-system” assets.

New post dropped on #Gold #Silver #Bitcoin #Tesla #MPmaterials
No paywalls, just a podcast with a full recap.
open.substack.com/pub/rigatoni...

14.10.2025 12:42 — 👍 0 🔁 0 💬 0 📌 0

Trade War’s Back, Jerry Reflecting on Friday’s panic, humanoid robots, and why Bitcoin still makes the most sense

Reviewing Friday's pullback, tech growth metrics, and Bitcoin
#investing #stocks #bitcoin #nasdaq
open.substack.com/pub/rigatoni...

12.10.2025 17:20 — 👍 0 🔁 0 💬 0 📌 0

6 Ways to Invest Like a Hoarder: Plus, a New Add Position Alert 6 Ways to Invest Like a Hoarder

Added to a position yesterday - link below. No paywalls or ads.
#investing #stocks #wallstreet #stockmarket #bitcoin #gold #spy open.substack.com/pub/rigatoni...

08.10.2025 13:54 — 👍 0 🔁 0 💬 0 📌 0

No, You Don’t Have To Take Profit's Now What Peter Lynch Reminds Us About Long-Term Investing

New post on holding on to your winners and Peter Lynch’s surprise interview #investing #stocks #finance
@downtownjoshbrown.bsky.social interview of the year, thank you!
open.substack.com/pub/rigatoni...

04.10.2025 12:29 — 👍 1 🔁 0 💬 1 📌 0

Staying Invested Through the AI Bubble Warnings $NVDA $ORCL $QQQ

New post on staying invested in AI stocks and what to do if there is an AI bubble market crash. Free, no paywalls.
#investing #stocks #finance #AI #AIstocks #Nvidia #Oracle #QQQ #Nasdaq
open.substack.com/pub/rigatoni...

29.09.2025 12:54 — 👍 0 🔁 0 💬 0 📌 0

How American Express Investors Won $AXP

new post dropped. No paywalls. AXP is not a stock pick today, but their investors have won the game of investing.
#investing #stocks
open.substack.com/pub/rigatoni...

24.09.2025 14:22 — 👍 0 🔁 1 💬 0 📌 0

How American Express Investors Won $AXP

new post dropped. No paywalls. AXP is not a stock pick today, but their investors have won the game of investing.
#investing #stocks
open.substack.com/pub/rigatoni...

24.09.2025 14:22 — 👍 0 🔁 1 💬 0 📌 0

The Rustbelt of America Needs a Miracle One-third of U.S. States are either in Recession or at High Risk

New Post on #Bitcoin #BTC #Investing #Gold
No paywalls, no ads...I just enjoy writing.
open.substack.com/pub/rigatoni...

17.09.2025 12:59 — 👍 0 🔁 0 💬 0 📌 0

3 Quiet Compounders Outside the AI Boom Balancing a Tech-Heavy Portfolio

New post dropped. No paywalls. Enjoy.
open.substack.com/pub/rigatoni...

15.09.2025 13:25 — 👍 0 🔁 0 💬 0 📌 0

The Myth of the Lottery-Ticket Portfolio The Allure of Many Small Bets

Good morning, new post dropped on Substack for long-term investors. No paywalls. And congrats to anyone that owns Oracle today!
#investing #oracle #draftkings #palantir #servicenow #crowdstrike #robinhood #stocks
open.substack.com/pub/rigatoni...

10.09.2025 13:25 — 👍 0 🔁 0 💬 0 📌 0

AI Boom vs. the Dot-Com Bubble Key Differences in Business Models and Fundamentals

#investing #ai #stocks open.substack.com/pub/rigatoni...

03.09.2025 23:57 — 👍 0 🔁 0 💬 0 📌 0

AI Boom vs. the Dot-Com Bubble Key Differences in Business Models and Fundamentals

Key differences between today’s AI boom and the dot-com bubble 25 years ago. Most analysts stop at the obvious charts (forward P/E, P/S), the Four Horsemen, etc. I wanted to dig deeper. @downtownjoshbrown.bsky.social open.substack.com/pub/rigatoni...

03.09.2025 13:41 — 👍 0 🔁 0 💬 0 📌 0

AI, Bitcoin, and Hedging Your Livelihood $BTC $QQQ

Good morning,
New post on AI disrupting jobs, and what to do about it. #Bitcoin #AI #stocks #investing #aistocks #wallstreet #finance #nvidia #stockmarket open.substack.com/pub/rigatoni...

27.08.2025 13:51 — 👍 0 🔁 0 💬 0 📌 0