Strong Sell BSP by Oct 4, 2026.

TLDR: Some Italians trying to replicate Buffett by buying dogshit software products and jacking prices. The $BSP stock will melt like their Italian cheese reserves. Buy Puts **Background** My last trade to long $SKM was close to a 2x here, I like asymmetric setups based on fundamental value. [https://www.reddit.com/r/wallstreetbets/comments/1qnqd2l/dd\_anthropic\_pure\_play\_skm/](https://www.reddit.com/r/wallstreetbets/comments/1qnqd2l/dd_anthropic_pure_play_skm/) **Summary** $BSP trades at $52. The market cap is $32B. The business is a roll-up of old apps: Evernote, AOL, Vimeo, Meetup, WeTransfer. The headline growth is 84% per year. But …