“June calls to be rolled out to July/September”
CELH is criminally undervalued. My biggest YOLO ever - $95k
CELH trades at 9x EBITDA with strong growth and market-share gains, while Monster trades at 25x with slower growth. Strong EBITDA trajectory and successful Alani NU integration position CELH for a re-rating to $50+, still at a discount to Monster's valuation multiple.
At post $28.00·Now $28.37+1.3% since postedas of Jun 10, 4:10 PM ET
“June calls rolling out to July/September”
CELH is criminally undervalued. My biggest YOLO ever - $95k
CELH trades at 9x EBITDA with strong growth and Alani Nu integration progressing, while Monster trades at 25x. As the #3 energy drink brand with fastest-in-category growth and cheapest valuation multiple, the stock should easily reach $50.
At post $28.00·Now $28.37+1.3% since postedas of Jun 10, 4:10 PM ET
“$20k yolo”
Corsair (CRSR) just announced a move into AI / Datacenter - $20k yolo
Corsair's new AI workstations and server portfolio represents a major strategic pivot into the high-growth datacenter segment. The stock has been beaten down and could double as the market reprices the company with this AI/datacenter narrative.
At post $8.09·Now $8.63+6.7% since postedas of Jun 10, 4:10 PM ET
1d+21.4%
3d+50.1%
1w+42.5%
1m—
3m—
6m—
1y—
“$20k YOLO”
I have a weird feeling MU is going to do something crazy tomorrow. $20k YOLO
Author has a strong intuition that Micron (MU) is poised for a significant move upward tomorrow, potentially +15%, with comparison to SNDK's recent 10% gain suggesting sector momentum.
At post $762.10·Now $891.88+17.0% since postedas of Jun 10, 4:10 PM ET
1d-1.5%
3d-1.5%
1w+21.2%
1m—
3m—
6m—
1y—
“$36k calls”
Did you know SONY is an AI company? $36k calls
Sony's 25% revenue from AI chips and sensors is underappreciated; the stock hasn't rallied as much as peers, and low IV creates a favorable risk-reward setup for upside.
At post $22.16·Now $20.76-6.3% since postedas of Jun 10, 4:10 PM ET
1d+2.8%
3d+0.7%
1w+2.7%
1m—
3m—
6m—
1y—
“MU calls (had 250 calls, trimmed position)”
No words. Going to let it keep going: 4k - 100k with MU calls in 2 trading days
Author is running MU call options with conviction after trimming a 250-call position. Expecting another 10% rally in MU stock to produce significant gains on remaining calls.
At post $640.20·Now $891.88+39.3% since postedas of Jun 10, 4:10 PM ET
1d+4.1%
3d+16.7%
1w+19.7%
1m+55.6%
3m—
6m—
1y—
“AMZN calls (rage bought more today, expiration tomorrow implied)”
If AMZN goes up 8% tomorrow this will be worth $1 million. If not, I’m cooked
Author is heavily leveraged into AMZN call options betting on an 8% move up tomorrow. Position has substantial profit potential if realized, implying conviction in imminent upside despite recent underperformance.
At post $199.60·Now $238.00+19.2% since postedas of Jun 10, 4:10 PM ET
1d-0.4%
3d-0.4%
1w+2.6%
1m+4.0%
3m+35.3%
6m—
1y—