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u/After_Program

2 theses · first seen Oct 20, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$NUAIr/pennystocksStock Infoneutral
u/After_Program · 29d ago1 prior · awaiting results

NUAI signed a 20-year power deal. The financing is the part I’m watching.

NUAI's 20-year Vistra power deal for its West Texas data center de-risks power supply, but creates significant near-term financing challenges. The company must post $116M in letters of credit within 15 business days plus potentially $82.8M more, against only $69.8M in cash and uncertain loan facility funding—all before securing a paying tenant.

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$LENr/ValueInvestingStock Analysisneutral
u/After_Program · 33d ago1 prior · awaiting results

Lennar Q3: EPS halved, FY target cut, and Q4 guidance exceeds backlog by ~6,000 homes

Lennar is trading margin for volume in a rising-rate environment, deliberately cutting price while holding deliveries steady. The strategy works only if rates fall before incentives erode profitability; otherwise it becomes a value trap rather than a value opportunity.

At post $75.94Now $88.13+16.1% since postedas of Aug 24, 1:28 PM ET
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End of results.