Posts
$RDDT Leaps - The most misunderstood stock on Wall Street and the only stock I believe is still mis-priced.
I already have $RDDT stock in my portfolio since early days. I have now recently bought $RDDT June 16 2028 $380 calls and June 2027 $300 calls. ***Here is a summary of my DD:*** **Pros:** 1. Reddit has had stellar earnings every time since it went public, posting an average …
MEITU AI Beauty loss + DD thoughts
Greetings, recently doubled down on MEITU SEHK1357 5500 shares Not much chatter about this stock even though it is one of the most popular mobile app companies in China - so the stock has had a double-beatdown by SaaSpocalypse and China-aversion. Last earnings: Revenue up 28% YoY, subscribers up 34%, …
Full port into Netflix Calls
Netflix gets my life savings here. Way oversold. Run up to 90 before earnings. Also avatar the last airbender is surprisingly good.
China's economy picks up in June on rebounding U.S. exports, analysts say
$BB Bears Are About to Learn What QNX Is
Now sitting at **+$3,472 (+46.34%)** with **$10,965** in BB calls. Current positions: 30x $10C 7/2 35x $12C 7/2 35x $12C 7/17 20x $13C 7/17 Everyone laughed when I said BlackBerry wasn’t a phone company anymore. QNX. Cybersecurity. Government contracts. AI. Embedded software. The story is finally catching up to the …
$WEN International is a Goldmine 🍔 Boots-on-the-Ground DD in Jakarta. PT Revised to $23 🚀🚀
TL;DR: Visited a Wendy's in Indonesia and it was packed to the tits. Burgers sell for 26% less than in the US, but labor costs 84% less. International margin expansion is going to be massive. Re-ran my DCF model and I’m doubling my Bull Case PT from $11 to $23. …