Posts
Redwire [RDW] - DD & Position Increase
A little under a year ago I posted some DD on Redwire as it sat at $8.88 after a poor earnings call. I had 2800 shares at the time (\~25k), with intention to add to the position. Today it sits at $14, and is still undervalued. I currently hold 6000 …
AMZE x BMG Partnership Flying Under the Radar? 👀
In case anyone missed this… $AMZE quietly partnered with BMG through the new artist merch platform: [BBRMG Artist Merch Store](https://www.bbrmgartistmerch.store/?utm_source=chatgpt.com) (see bottom) If you scroll to the bottom of the site, you’ll see the BMG branding/association directly tied into the platform. This is the same [BMG](https://www.bmg.com/?utm_source=chatgpt.com) that represents major artists …
$NOW YOLO
Fuck the SaaSpocalypse, enterprise software is alive (except for workday, that shit is ass) Tbh this is all inspired by a picture of Bull McDermott - dude looks like he’s straight out of the matrix
OMER: A Biotech on the Rise
This isn’t financial advice, simply my own opinion, so do your own DD. I own a long position in OMER ($12.47 average). **TLDR:** OMER is trading around $870 million market cap. Their drug Yartemlea alone could give the company over a $5 billion market cap. Considering their $2.1 billion deal …
Undervalued Stock $ALP - Alpha Compute Corp
Undervalued Stock $ALP (Alpha Compute Corp) with multiple upcoming catalysts. The two primary catalysts that I am aware of are the following: 1. Currently in the process of acquiring a majority stake in GAMEE which is due to be completed this month. 2. Recently signed $32.2M contract announced 6 days …
Wells Fargo YOLO
Went to bank today, teller was really hot Position: $24k of $WFC calls, various expiry’s
Is Turkey the new Dubai?
So while we were all busy losing money on options, Erdogan quietly announced what might be the most aggressive tax holiday in modern history. The deal: if you haven't been a Turkish tax resident for the past 3 years and you move there, you pay 0% Turkish tax on ALL …
Puts on HD
I think the markets are incorrectly valuating HD (Home Depot). I'll keep it short: 60% of revenue is retail 40% of revenue are contractors Business started focusing more on contractors. Acquisitions that forced cancelation of share buybacks, and now with another acquisition were going to see even more financial pressure …
Nvidia 230 calls 0DTE full port, bought when it hit around 224. Am I f*ked?
I believe Nvidia will end the day in the green before earnings. Earnings may be more volatile, but I do believe it'll go up interday. This could age badly any time now. If I'm wrong it's back to Wendy's.
SNAL (snail inc) Extremely high interest around 50% of the free float!
* Recent data shows SNAL has extremely high short interest: around 6.2 million shares sold short, which is roughly 47–50% of the free float. * That is a classic short‑squeeze setup: if there is a new positive catalyst or a wave of momentum buying, shorts may have to cover into …