Posts
We’re Fixing Her
Interesting volume and sentiment around Wendy’s. It’ll be an exciting few weeks ahead of us with the how much momentum we’re seeing. It’ll be a beautiful story WEN it’s all over 🥹 https://www.cnbc.com/video/2026/06/25/options-action-retail-bites-into-wendys.html
Why is $TMUS one of the most overlooked large-cap stocks?
I’ve been digging into T-Mobile ($TMUS) recently, and I’m honestly surprised by how little attention it gets from retail investors compared to other large-cap companies. This isn’t a “next 10x” or “to the moon” post. I’m genuinely trying to understand what I’m missing. On paper, the company checks a lot …
SpaceX to join Nasdaq-100 index on July 7
Nasdaq changed its decades-old inclusion rules right before the SpaceX IPO. Here is the factual timeline May 1, 2026: Nasdaq implemented a new rule allowing mega-cap IPOs to join the Nasdaq-100 after just 15 trading days. May 20, 2026: SpaceX filed its S-1 for IPO. June 12, 2026: SpaceX ($SPCX) …
SLS holding until I have 1 mil. Thoughts
Risked 20k on 0DTE MU calls just to break even and it worked (6/26)
On Thursday 6/25, I bought 10k worth of MU calls expiring Friday 6/26. It was down 97% on Friday. So I waited for a dip to $1160 around 11am on Friday and bought more 6/26 calls for 20k. I wanted to make back the 10k I lost and yes I …
Why is Oracle getting pulled down with AI?
They sell service... Compute/database... So whoever wins the AI race will likely contract with them. They also have a backstop because they are contracted with the federal government They are basically the backbone for all data the federal government has. On top, they have a sane P/E... I understand this …
STRONG WEEK AHEAD
Treasuries Have Started Moving With Stocks. The 60/40 Bond Hedge Is Quietly Weakening
Trump again threatens Iran with annihilation as Kuwait and Bahrain report attacks
Trump threatens Iran with annihilation as Kuwait and Bahrain report attacks Ah shit here we go again…. So this means calls right?
Wendy's: A Deep Value Turnaround
**Part I: Business Overview** Wendy's is the third largest fast-food burger chain in the world with 7,251 locations globally at the end of Q1 2026. They operate primarily on a franchise model, with about \~400 company owned restaurants and \~6,850 franchises. Overall, the business is in okay shape. While all …