Posts
tik tok TOY TRADE: NEE-DOH sells out this quarter. Not priced in yet
Gladstone Investment (GAIN) — a boring dividend BDC with a viral toy hidden inside GAIN is a Business Development Company that owns stakes in mid-sized private businesses and pays a \~6% dividend. Slow, boring, low-growth. The kind of stock nobody looks at twice. But trapped inside this BDC is Schylling, …
$100K $RDW bet- 200% gain and about to take off
I posted my Redwire DD previously. I'm up 200% on most of these positions but the big move hasn't happened yet. It's likely to start tomorrow (unless macro screws us). For actual company DD I strongly recommend SpaceInvestor and ScottO on Twitter. I'll just highlight a couple points. 1) Technical …
Top is in
https://preview.redd.it/bhh7bg92xuwg1.png?width=551&format=png&auto=webp&s=e3760822de094d61d316380b58d3551f40031469
Gonna be down huge tomorrow
This sucks. Things were looking good until Musk started talking. I averaged into these calls over the past couple days, thinking TSLA might have one of its famous runs. But it went from strong green to deep red... At this point, I'm not sure whether to sell these tomorrow or …
RDDT Earnings DD, revenue & analyst ratings
I like RDDT, I yolo on it, but some other guy's post sparked me to write this... I'm posting to dispel rumors, for my own research, and b.c that guy really did annoy me. I don't care if he yolos. Just don't spread misinformation near earnings to potentially hundreds of …
Rockets Are Worth Their Weight in Gold (Aka RKLB to $519).
I didn't think I could love Rocket Lab CEO Peter Beck more as a Engineer, a CEO, and all round good guy... until that is, I found out he owns a gold mine. I intend today to convince you that valuing rocket launch companies is analogous to valuing gold mining …
Slightly nervous for intel’s earnings tomorrow but I think Intel can go much higher than people think.
I bought this particular option in June of last year when Intel was trading at 18 dollars for some perspective. One of many options in semi’s I’ve bought and held since that time.
$POET minimum $40 EOY
I’m not fuckin leaving til this shit hits $80
SK Hynix just reported
SK HYNIX Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $35.6B (Est. $35.1B) 🟢; +60% QoQ / +198% YoY 🔹 Operating Profit: $25.4B (Est. $24.6B) 🟢; +96% QoQ / +405% YoY 🔹 Net Profit: $27.3B (Est. $20.8B) 🟢; +165% QoQ / +398% YoY 🔹 Operating Margin: 72% 🔹 EBITDA Margin: 79% Q2 Guide: …
POET YOLO
Bought back in October. Monday the CFO confirmed Marvell is a customer and they expect more purchase orders “far in excess” of $5m. Went on to confirm that Marvell/Celestial AI sent over an invoice for an order. Also stated that they expect margins to be high.