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DOJ doesn't understand software and why GOOGL is an obvious play
so the government want to split Chrome off Google? this is a win win scenario for anyone who picks up any Google stock and Google itself: 1. They do split it. Google goes about it's business making billions and now Chrome belongs to someone else or in its own thing. …
$APP - McLovin AppLovin
AppLovin is a mobile technology company that provides a comprehensive suite of solutions to help businesses, particularly mobile app developers, grow and monetize their products. Their tools connect with 1.4 billion through mobile, TV, and other platforms. They support mobile ads through an AI/ML process to design and place ads. …
🔋 Bloom Energy’s 95% Run: The Hidden Energy Play Behind AI Data Centers
**Bloom Energy (BE) surged 59% on Nov 15 and is now up 95%.** While it’s unclear if the rally will pause or continue—and you should be mindful that, as I just said, she has already soared 95%—this post explores why this move is more than a short-term trend, with highly …
Kohl's (KSS) at $15 - Seriously Undervalued, Here's Why 🚀
Alright, gang, hear me out. I think (Kohls) KSS is an absolute gem right now, sitting at $15. Here's the case: 1. Franchise Group tried to buy KSS at $69 per share in April 2022 💸Yeah, you read that right. Franchise Group was willing to pay $69 for Kohl's not …
Red Cat Holdings, Inc. (RCAT) Due Diligence Report
**Company Overview** Red Cat Holdings, Inc. is a technology company specializing in the development of drone systems and solutions for military and commercial applications. In response to the United States renewing bans on DJI drones through legislation such as the National Defense Authorization Act (NDAA) and the American Security Drone …
FNMA: Come back in 2026/2027
For those of us that have followed the Fannie Mae and Freddie Mac trades since they went into conservatorship, my theory is that it's worth waiting until the end of 2026. Here's my thinking: * Political * Trump likely wants to privatize Fannie and Freddie. He looked into it his …
MRNA bounce incoming
Good evening degens. Last weekend I made a DD about NVDA breaking its upward trend line this week and selling off. The post was downvoted to hell and I was called regarded. Although I am highly regarded, that call out was not, and I was right. I have another play …
MSTR: Don't Mistake Leverage for Genius [DD]
Microstrategy (MSTR) has a simple strategy of using various forms of debt to buy bitcoin. Regardless of your stance on Bitcoin, it begs the question: **why** invest in Microstrategy over Bitcoin? In the words of Steve Eisman, “They mistook *leverage for genius*.” Sure, Microstrategy is more leveraged than Bitcoin, but …
$OKLO is Undervalued Relative to $SMR
It’s mind-boggling that Oklo trades at **\~37%** of NuScale’s market cap ($2.6B vs $6.9B). I strongly believe this valuation disparity will eventually correct. For context, if Oklo were valued similarly to NuScale, its share price could exceed **$58/share**. Oklo is positioned to lead the domestic nuclear sector; * Capital Efficiency: …
Why $SPY is the Real Thanksgiving Turkey 🦃
Alright degenerates, gather round the table because I’ve cooked up some sweet Thanksgiving DD, and no, it’s not cranberry sauce (but this could be just as saucy). Here’s the deal: Thanksgiving isn’t just about stuffing your face and awkwardly dodging Aunt Karen’s questions about why you’re "still single"—it’s also PRIME …