Posts
1.8M YOLO QQQ short
Everyone is wondering what this 20% run-up in QQQ is about with the price of oil and geopolitical uncertainty. Here is the answer: I'm short. The minute I close for a loss, it will reverse, so be grateful.
35k to over $1,000,000 in profit β
FIG YOLO Day 3 - May 1st 2026
25% of the shares are still short while Figma continues to innovate and launch now products/revenue streams Never been more bullish. My position is 50,185 shares at $16.82
Trump says he will raise tariffs on EU autos to 25%
I like eggs π₯ $VITL
why i like eggs: β’ come in groups of 12 β’ can be scrambled β’ can be fried β’ can be boiled β’ can be put on toast β’ can be put in cake β’ can be thrown at houses β’ can contain a baby chicken which make more egg β¦
$ARVN DD - First-in-class PROTAC cancer drug just got FDA approval
Ticker: $ARVN Company: Arvinas Lead drug: Vepdegestrant (brand: VEPPANU) https://www.medpagetoday.com/hematologyoncology/breastcancer/121076 Thesis: $ARVN just got FDA approval of the first commercial validation of the PROTAC platform, a new way of treating disease by degrading proteins instead of blocking them. (partnered with Pfizer) That matters because: It opens the door to an β¦
Trump says he will hike tariffs on EU cars to 25%
$WEN deez parking lots are now MY parking lots
# π WENDY'S ($WEN) β STOP LIVING IN THE PARKING LOT, START OWNING THE PARKING LOT. 32% SHORT FLOAT, PELTZ WANTS TO BUY THE WHOLE COMPANY, AND THIS IS THE INTC PLAYBOOK FROM 12 MONTHS AGO ππ **Flairs:** DD | π SQUEEZE π | YOLO [TENDIES. CHARTS. GAINS.](https://preview.redd.it/akgf64fxskyg1.png?width=1254&format=png&auto=webp&s=4a5062f5ac9e775c45aac0f1a372f03ef6999753) # β οΈ β¦
Rivianβs Real Bet: R2 Buys Time for the Autonomy Platform
TLDR: Rivian can survive until R2 launches and scales, when R2 flips unit economics positive, the upside is no longer just selling EVs but rather monetizing the **software, autonomy and partnership platform** underneath the company. This article compiles findings from RIVN Q1'26 earnings, shareholder letter, earnings call, and my own β¦
Buy Opra b/c of Opay IPO
I've been following OPRA for a long time and have been waiting for a big catalyst: Opay to ipo. Opay is a Nigerian fintech company which Opra has a 10% stake in. For the last year, there's been rumors that Opay would IPO, and OPRA even talked about it in β¦