Posts
Fading $IREN into earnings - Puts & Shorts is the way to go
IREN is up \~90% in 5 weeks ($31 → $60) into Thursday’s Q3 FY26 print and I think this is a textbook sell-the-news setup. The biggest bullish catalyst everyone’s chasing — the 1.4GW Sweetwater energization — physically happens in April, which is Q4 FY26, not the quarter being reported. That …
$CRK - Cumsock Resources: The WSB NatGas Degenerate Hall of Fame Candidate
Listen up, degenerates. While you normies chase AI chip pumps, Cumsock Resources ($CRK) is out here delivering peak WallStreetBets energy in the Haynesville Shale. Extreme leverage with roughly $2.95 billion in long-term debt and a market cap hovering around $4.4B. Debt/Equity near 100%. They're running heavy on hopes, prayers, LNG …
Michael Burry Dumps GameStop — Warns $55.5bn eBay Takeover Is 'Road To Capitalist Hell'
[https://www.ibtimes.co.uk/michael-burry-criticizes-gamestop-ebay-acquisition-1795145](https://www.ibtimes.co.uk/michael-burry-criticizes-gamestop-ebay-acquisition-1795145) In January, Burry disclosed a position in GameStop, but he has reportedly offloaded the holdings recently amid CEO Ryan Cohen's plan to acquire eBay at $125 per share or roughly $55.5 billion. Burry, who had purchased GameStop years earlier, before it was a meme stock, is among the most …
Scorpion Capitol Sued
Investors Fire Back: Lawsuit Targets Scorpion Capital Over IonQ Claims NEW YORK — A proposed class-action lawsuit has been filed against activist short-seller Scorpion Capital and its founder, Kir Kahlon, alleging the firm orchestrated a "short-and-distort" scheme involving quantum computing firm IonQ (NYSE: IONQ). The Allegations The complaint alleges that …
Europes Biggest Lead-Producer/Recycler and the Worlds biggest Antimony Producer (since 2025 - according to their 2025 annual report)
I’ve been looking into Campine NV and wanted to sanity-check the thesis here. The company had a monster 2025, mostly because antimony prices went crazy. So I’m not assuming the recent EBITDA is a normal run-rate. That’s probably the biggest risk in the whole story. The obvious bear case is …
DOJ probing $2.6 billion in oil trades related to Iran war, sources say 👀
Polestar ($PSNY) Q1 2026 results: record deliveries but margins collapsing — turnaround or trap?
Polestar ($PSNY) just dropped its Q1 2026 numbers and it’s a pretty mixed bag. Thought I’d break it down for anyone following the EV space. **📈 The good:** * **Record Q1 deliveries:** 13,126 cars (**+7% YoY**) * Continued **retail expansion** (aiming \~250 locations globally) * Strong performance in key markets …
$LTH Running… ath bluesky breakout
Lifetime fitness has been held down by sector decline. (Seen $plnt Planet Fitness) The market has incorrectly associated the sector though. Lifetime fitness does not compete with Planet Fitness or your local “gym” they’re monopolizing the country club experience. They sell resort access and community to the upper class. Their …
MDA Space - the actual profitable space play
MDA Space have just published their latest results and have once again beat them. Basically an essential company for the space industry, providing the picks and shovels to conquer space without any of the risk. They have enough orders for the next few years, they are profitable and they are …
$CRK - Cumsock Resources: The WSB NatGas Degenerate Hall of Fame Candidate
Listen up, degenerates. While you normies chase AI chip pumps, Cumsock Resources ($CRK) is out here delivering peak WallStreetBets energy in the Haynesville Shale. Extreme leverage with roughly $2.95 billion in long-term debt and a market cap hovering around $4.4-5.2B. Debt/Equity near 100%. They're running heavy on hopes, prayers, LNG …