Posts
HTZ Full Send
Full port, life savings in HTZ, I have never felt this alive
I was watching this shit last year and saw it blow up this morning. I am holding and shaking. EDIT: Updating now because I had to take a walk and drink some cold water after literally full porting my life savings after 20 seconds seeing the down syndrome guy on …
Upcoming Hertz 10+ Bagger
Greetings gentlemen, Hertz has all the makings of a near term blow up. This stock has been absolutely battered down to \~$1.70 even though it was at $5 not six weeks ago. I believe it's disgustingly oversold and I'm going in hard on it. They just reported much better than …
Cloudflare yolo
I’ve been getting lucky all week, vibes are good. Follow me into Cloudflare!!
The Ghost of Yahoo Is About To Collect Rent From a $188B AI Industry Darling and Wall Street Is Asleep — $ACTG
**TL;DR:** A $447M market cap company you've never heard of owns the patent portfolio of Yahoo — yes, Yahoo, your Grandma’s search browser — and next month its subsidiary takes Databricks (the $188B, pre-IPO, "we ARE the AI data layer" company) to a jury trial in East Texas over a …
I’m rotating around 80% of my MSFT position into META. Here’s my reasoning.
I made around $120,000 selling my MSFT at 494 today, and will be rotating most of my MSFT into META next. Here’s why: I think META is undervalued mostly because people are worried about Zuckerberg’s spending and leadership decisions, not because the underlying business is weak. Last earnings also looked …
Thoughts on Applovin Q2
Thoughts on AppLovin $APP q2 results I don’t think this was some thesis-breaking quarter. The numbers were a little light by AppLovin’s standards, but revenue still grew 53% and EBITDA margins were 84%. Management basically said their ad model didn’t improve as much as usual during Q2, then they pushed …
$SMR Reports $75,000 in Quarterly Revenue — Falling Just Shy of their Forecasted Target of $8,900,000.
Sndk option volatility?
I have 100 shares of SNDK in my retirement account. Decided to sell a call against those shares and buy 2 puts on earnings to protect the downside. I think I’ll win on both selling the call and buying the puts. I’m trying to figure out how much I offset …
SPY $20K 765P Aug 12 YOLO
I truly believe Monday next week will be an ugly %3 drop. I’d write my DD here but I forgot it when I woke up today. Anyways I’m -80% in the last few weeks. I’m betting on this to bring me back to baseline or shatter my port to $0. …