RZLV: It's happening. Shorts are fcked. Already up 8,5% and CTB still increasing
NFA, I just like the stock and the squeeze math.
Healily underpriced stock with strong fundamentals. This is actually a good stock to hold for a year too.
TL;DR: Fuzzy Panda shorted this thing into the dirt with a vague hit piece, company comes back with revenue growing like a weed, board just got a $300M buyback rubber-stamped by shareholders TODAY, and the shorts are sitting on a borrow rate that should be illegal.
\*\*The fundamentals shorts are ignoring:\*\*
\* Q1 2026 alone = \\\~$60M unaudited revenue. That's MORE than the entire FY2025 revenue. One quarter > one year.
\* FY26 guidance reaffirmed at \\\~$360M. That's \\\~7.5x FY25.
\* Management guiding to $500M+ ARR exiting 2026.
\* 1,000+ enterprise customers globally, not some pre-revenue meme shell.
\* CEO literally said on the call today the market isn't even close to pricing in what they're building.
My PT here is $15. not some FOMO number pulled from thin air, this is a company growing 7.5x YoY trading like it's still being short-and-distorted by a report that's aging worse than milk in July.
\*\*Now the squeeze setup:\*\*
\* CTB: 195%
\* \\\~52M shares short, \\\~22% of float
\* 5.47 days to cover
\* Float is only \\\~400M shares total
\* Shareholders just approved the $300M buyback at today's AGM. The board can rip 75-125M shares straight out of circulation after court approval