Posts
Remember When you Called me a Retard? Pepperidge Farm Remembers...
Remember that revenue lag and backlog thesis about BlackBerry I posted about? Then you guys called me a retard and my post got taken down. Well well well... the Q2 numbers just dropped, and the fundamental shift is playing out in real time. Despite Wall Street throwing a mini-tantrum over …
Most likely a donation to the wall street gods
Inverse me and you’ll probably make money. No DD just full regard
Shouldn't we buy CrowdStrike (CRWD) put options?
Cybersecurity companies are in a major hype cycle, i know. That was also the case during covid. CrowdStrike currently trades at forward P/E of around 180 based on non-GAAP. At such a high P/E multiple you are essentially paying for a lot of expected future growth upfront. Companies with high …
YOLO: BE Bloom Energy 10/2 exp $260 strike calls
Feels like a good entry, ideally can close this on a gap up tomorrow morning or later this afternoon
It won't be oil that brings us to our knees...
Listen up fellow Wendians. The situation is fluid (pun intended), but it's not oil, it's not iran, it's not the epstein regime, and it's not killer AI that will bring on the new depression. It's not any of the front and center things the news wants you to focus on, …
Chipotle YOLO 5X
See my other post: [https://www.reddit.com/r/wallstreetbets/s/vjEf5cB5i6](https://www.reddit.com/r/wallstreetbets/s/vjEf5cB5i6) AI Stock down. My Chipotle stock is up. Analysts targeting $44. BofA says $53 I think $50 is possible this week DD: Taco Tuesday [chipotle moon](https://imgur.com/a/VsTgPXb)
Volkswagen as a value opportunity
I believe this is a potential value play. I think the stock is at least fairly valued if not underpriced. Any way you look at it, they are selling at fair to great price. Without sharing too much detail (you can run analysis along each of these bullet points): * …
Chipotle YOLO
DD: I spent $3k there last year so I'm basically an insider. TA: Sitting at $31, analysts say $44, BofA says $53. That's 40% upside on a burrito already on sale. Not advice, I eat crayons with guac 🌯🚀 They’re also working with Palantir to analyze the health of your …
AMZN earnings
Loading up on Amazon at $250. This stock is only up \~50% over the last 5 years. AWS, ads, logistics, etc all ripping. AWS growth is accelerating. Deal with meta for Muse compute. Efficiency from robotics in warehouses and logistics. Anthropic investment worth a quadrillion. Jada Jada Jada. The market …
Boost run (BRUN) Multibagger in next earning call or ban
My thesis is easy, there is just no enough GPUs to rent right now in the market. Every time you go to a site like Runpod or similar finding a GPU is getting more and more challenging but market did not even noticed it yet. Boost run is one of …