Posts
Why IREN is a hard pass for me
I see a lot of people talking about IREN here, and I want to share you my DD Nonstop shareholder dilution. Share count is up about 42% in a year, to 394 million, and the $6 billion ATM is still running. On top of that, a $700 million stock grant …
250x NBIS 240P 2DTE @ 5.81, Speedrunning Bankruptcy with Weeklies
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The Visa/Mastercard Death Thesis: How the Middlemen Get Middlemanned
\> be me anon with a finance degree and a crippling addiction to geopolitical blackpills watching the two biggest tollbooths in human history sleepwalk into the meat grinder Alright you absolute regards, listen up. Everyone's busy charting PE ratios and crying about interchange fees while missing the forest for the …
“I am the house now” Bessent dares traders to bet against the yen
From BBG: “Treasury Secretary Scott Bessent challenged traders to counter his efforts to strengthen Japan’s currency, saying when he makes market calls these days he’s effectively doing so with inside information. “Whenever people say, ‘Oh, well, Treasury Secretary is taking a risk,’ — well, it’s my dream, I have asymmetric …
$ASST and why it’s so hot right now
**TLDR: $ASST pinned at $27, warrants expire 10/10 same strike, 30% short interest waiting to pop, FOMC hold on 9/16 is the trigger — bullish next 4.5 weeks, don't care about the long game.** Elephant in the room first - bought a spread because I just wanted a cheap long …
$CMPS Next Stop $30
If we break through $17 Compass Pathways should see a $30 stock price. This after hours price action is exciting. #YOLO
YOLO - CASY 9/11 calls, $740 strike, $15,000 basis @30.50
its a gas station store, and prices at the pump have been insane. so people are making markup purchases as a form of self-harm opinions are my own, NFA
Meta bets on AI agent Muse to catch up in AI race
CPNG stock
The stock is at a 52 week low. Fed chair Kevin Warsh was on the board until May2026. I know the stock has been obliterated because of regulatory fine over data breach. Below is my position
UBER - 690k Bet
COO bought 5 mil worth of shares at $75.5 and they recently had 10% layoff. Sold my $AVGO shares from my YOLO post last week to buy these