$SRFM (SurfOS + Palantir)
Stock is sitting in the low $1s right now and this might be the last time you see it there. Q1 2026 revenue hit $25.6M at the top of guidance, EPS loss shrank to ($0.26) from ($1.09) a year ago, …
Source material behind every call on the tape.
Stock is sitting in the low $1s right now and this might be the last time you see it there. Q1 2026 revenue hit $25.6M at the top of guidance, EPS loss shrank to ($0.26) from ($1.09) a year ago, …
Simple thesis: * [UFC Freedom 250](https://www.ufc.com/event/ufc-freedom-250) is Sunday June 14 on the White House lawn * Trump is corrupt af & already owns TKO shares (TKO owns UFC) * At or around the event he'll engage in his usual pump …
We so back with this one
Today, Goldman Sachs said they expect SpaceX revenue to increase dramatically in the next 3.5 years to $322 billion. They said it will be largely driven by AI. With the xAI acquisition, SpaceX does have a lot of hardware. I …
NVDA was getting hit with some selling pressure early in the morning and dropped right out of the gate, but it completely flipped the script midday and ripped about 5% off those lows. For a company holding the largest market …
Yes, literal strawberries. I’ve never been more bullish. # Positions Long 17,000 shares and 150 January 15th 2027 $35 calls (see previous post on profile for proof)
**MY POSITION: $IOT 100k YOLO** https://preview.redd.it/qhgw5axx2b5h1.png?width=864&format=png&auto=webp&s=9dd5062d1661e19ed1642048306044615b5d86f8 https://preview.redd.it/uhg5v8xx2b5h1.png?width=524&format=png&auto=webp&s=4633c578dc55e641abb57f33ca6c2198e491b698 **Why June 4 Earnings Could Change Everything** Samsara's financials have been quietly improving every single quarter: * Gross Margin: **76.74%** — world-class for a SaaS company * Operating losses narrowing fast — improved …