Posts
$TYGO Tigo Energy
$TYGO Tigo Energy Market Cap: $109M P/S: 1.11 TTM YoY: \+97% Revenue Growth \+64% Gross Profit Growth \+31% EBITDA Growth Quarterly: \+27% Revenue QoQ \+115% Revenue Q3 YoY FCF Margin: 9.9% TTM Just paid off all debt. Operating income positive last quarter. Analysts: Strong Buy, avg target $4.6 Solar rebound …
DD: Alaska Airlines ($ALK) has mischief in their books ($180M sized) are gaslighting their flyers and keeping secrets from the Feds. Short.
Ticker: $ALK Position: Short / Apr '26 Puts Thesis: Crime Scene Investigation Listen up, you degenerates. You know what is out of fashion? Competence. You know what is in fashion? Organized crime syndicates stealing off Americans to give plane tickets to foreigners so they can fly into JFK in Business …
Silver surges to record high $91.9/OZ. Up 220% since Jan 1, 2025
China's customs agents told Nvidia's H200 chips are not permitted
China's customs agents told Nvidia's H200 chips are not permitted, sources say
Exclusive: Beijing tells Chinese firms to stop using US, Israeli cybersecurity software, sources say
More money -> higher gold/silver prices
More money ... pure inflation. Gold and silver to the moon.
$LQDA DeepDive. $3B marketcap looks incredibly cheap..
Here’s why I’m long and why the current $3B market cap looks incredibly cheap. Summary: \- [$LQDA](https://x.com/search?q=%24LQDA&src=cashtag_click) (Yutrepia) is eating into $JNJ’s Uptravi ($1.81B) and [$UTHR](https://x.com/search?q=%24UTHR&src=cashtag_click) ’s Tyvaso ($1.81B). Combined TAM(Competitor's) is \~$3.62B. \- Yutrepia is simply superior in terms of side effects and usability. \- Based on IR and …