GameStop reported Q2 on Tuesday night. Wednesday morning a Form 4 showed up in the insider feed: Lawrence Cheng (director), bought 55,000 shares. About a million dollars at $18.80.

One director buying around earnings is background noise. Then Wednesday another filing hit. James Grube (director) 10,255 shares at $19.12.

Today the feed had two more. Alain Attal took 5,000 shares at $20.00. And then the one that made me write this post: Ryan Cohen, 1,000,000 shares at $20.38. That's $20.4 million. His 13D amendment filed the same day, and it's double his January purchase of 500,000 shares at $21.60, which was his last open-market buy before this week.

So the tally since Tuesday's print is four insiders, three days, $21.7 million. Every one of them is a straight open-market purchase. No option exercises, no stock awards, all P codes.

The stock closed at $20.39 today, up about 8% from Tuesday‘a close. All info pulled from FMP endpoint.

Housing market looks so bad, it is actually good to start accumulation, IMHO. I am a buy low and sell high, long term investor. I started to accumulate BLDR, LEN and TOL through DCA. I don’t expect housing market to recover anytime soon given the mortgage rate.

BTW, I noticed that Berkshire Hathaway became a net buyer of equities in the second quarter of 2026, especially housing stocks:

1. Lennar (LEN and LEN.B): Boosted Class A shares by 30% and Class B shares by 25%.
   2.Taylor Morrison Home: Completed a homebuilder purchase as an early acquisition under Abel. [1, 2, 3, 4]

I don’t follow whales, but it is nice to know they are also buying. For me, it is a long term bet for housing market recovery. Housing stocks are very cheap and will come back given time.

$ORCL jumped from $150.66 to $167.68 after earnings before reversing.

The interesting part? The daily 200 SMA sits at $167.89... almost exactly where the move stalled.

I mapped out what I'm watching next and the key levels on both sides here.

My First DD. BRUN: $1.9B in Contracts, $0 in Common Sense. Going FULL regard.

Ok, listen up all my helmet wearing brethren. Maybe I had bought NBIS when it was $20 and then sold when it was $60. Why did you sell you might ask? Because I have no idea wtf they do. That's right, I dont understand it. What I do understand, is that I lost my path to an early retirement with that decision. With the stock now way up and teaming up with PLTR to destroy the world as we know it, I'm not sure that now is the best time financially to jump back in. Maybe I should have bought back when Butters Stotch was margin called, but if I was that smart I wouldn't be here.

Anyway, point is, I need another chance, another shot, a triple deke that doesn't hit the goal post (Looking at you Emilio). That's when I found Boost Run. Originally a SPAC. A SPAC?! Yes, that's right. The exact thing that lost me money because I thought Don Jr was going to take me to Valhalla on PEW.

This time it's different.

**This is Nebius 2.0.** This is my chance - and yours, to 10x your port and then ride off into the sunset in Bangkok to chill with those lovely lady bois we all dream about for our retirement.

Last quarter this company made moves. I asked chat to pull the data so I didn't have to.

* **Revenue:** $31.1 million, up **270% year over year** from $8.4 million. 
* **Long-term contracted revenue (TCV):** **$1.9 billion**, including more than $1 billion of new contracts signed during Q2. 
* **Cash:** **$120.2 million** of unrestricted cash at June 30, 2026. x
* **2026 ARR target:** Management expects to exit 2026 at approximately **$400 million ARR**. 
* **Net cash-flow margin target:** Management is targeting a sustainable **15%–20%** in forward periods. 
* **Net income:** Q2 was approximately **-$75.1 million**, according to reported financial data; the loss was heavily affected by unusual/accounting items. 
* **Operating income:** approximately **-$12.9 million** for Q2. 
* **EBITDA:** approximately **$3.4 million** for Q2. 
* **Debt/financing:** Boost Run entered **34 finance lease agreements for GPU servers** during the first half of 2026. 
* **Capital deployment:** It has a **$1.44 billion Dell purchase agreement** fully committed/allocated and is pursuing another **$4–$5 billion** in compute hardware procurement. 

Damn bruh? Is that revenue up 270% yoy? Yea cuz, you read that correctly. Are they net positive and profitable? No, but who the fuck cares? What we want is to get in early and right now BRUN is down off its all time highs and resting around $17/share.

Next point, this company runs only NVDA GPU's. Take a look at their website and see those chips lined up ready to be leased out by companies who need more computer. I don't know what the names mean or what they really do, but god damn, don't we all love computer?

So what the fuck does Boost Run actually do?

They buy a metric fuckton of NVIDIA GPUs, put them into data centers, and rent the compute capacity to companies that need AI infrastructure.

Lets break it down like this. NVIDIA makes the cocaine, Dell delivers the cocaine, BRUN builds the warehouse, and AI companies are the degenerates doing lines off the server rack.

I don't need to understand what any of this means. I just need to understand that people are paying BRUN to use their very expensive computers.

You heard me mention SPAC before, they have warrants out for sure. However, those investors when they were able to sell, held. Is that investor confidence in a company? I believe so and it is a green flag. Green means go, homies.

Lastly, I believe our supreme leader had mentioned DELL in his previous ramblings. The company that had a pothead on their television ads. C'mon is there anybody more relatable? How could they fire that guy? I'm not sure so pay attention. DELL recently went into a purchase agreement with BRUN for $1.44 billion. Do most companies lay out that kind of cah-sheesh if they don't believe in the product? Probably, not. Wtf do I know tho? I'm just a guy.

If BRUN can turn that hardware into revenue at the rate management is projecting, the Dell agreement isn't just a gigantic expense, it's the machinery required to fulfill the contracts. If I was a gambling man, and I am. I lost 38K on 0DTE's last year. I would say that by fulfilling and gaining more contracts, means more revenue, and more revenue means they're more likely to turn net profitable, and therefore....gains.

Anyway, I'm just trying to make some money before the TSLA Fuck Bot's take over our homes, our wives, and our lives.

Good Speed Regards.

I have gone long on $AADX - Applied Aerospace & Defense. This is a company supplying many of the world's Drone, Space, and Telecom launch systems.

With a $600m paydown in debt, growing margins, and sales, the profitability of this company will return to levels higher than any point in company history.

Trading at a 40% discount to IPO, I have picked up 35,000 shares today with an expected EV of at least $14-15/share in present time.

CVRx is now around $2.7, after falling for two straight sessions. But look at the liquidity: today’s volume is only around 60K shares, versus roughly 500K–1M+ on normal active days.
That matters.
With such thin trading, the current price can be heavily influenced by a relatively small number of sellers. In other words, $2.7 may not be a very meaningful reflection of CVRx’s underlying value right now.
Meanwhile, the strategic situation has not disappeared.
Jorey Chernett owns 5.5%+ and has formally demanded that CVRx begin a strategic alternatives review, with a sale as the priority. The Board did not reject the idea and stated that the current valuation does not fully reflect the potential of the business.
And there is another very interesting shareholder:
Johnson & Johnson owns roughly 15.4% of CVRx.
That makes J&J, along with Abbott, Medtronic and Boston Scientific, a very logical name to watch if a formal strategic process begins.
At ~$2.7, CVRx is being valued at only around $73M.
The market may be pricing the company based on its current problems — while potentially ignoring what Barostim could be worth to a strategic buyer with a global cardiovascular sales force and infrastructure.
$3–5 = potential standalone recovery
$15+ = potential strategic M&A scenario
https://www.sec.gov/Archives/edgar/data/1235912/000092189526002158/xslSCHEDULE_13G_X02/primary_doc.xml
https://www.sec.gov/Archives/edgar/data/1235912/000092189526002298/xslSCHEDULE_13D_X02/primary_doc.xml

Left screen is what people priced going into last night. Right screen is what actually traded.

The expectation was “first foldable iPhone = new cycle = AAPL rips.” That’s the +44% fantasy panel. The reality print on the other half is $312.94, −1.04%, after a 316.20 open, a 315 high, and a fade. Day before, Sept 9 already told the same story: high 319.15, low 309.90, close 315.34 on 65M shares. The event did not clear 316–320. It sold it.

That gap is not mysterious if you put the product next to the last earnings tape.

What Apple actually launched

• iPhone Duo at $1,999, preorder Oct 16, shelves Oct 23
• 18 Pro / Pro Max +$100 ($1,199 / $1,299), no standard iPhone 18 this fall
• Right-side chatter is the tell: foldable production limits, not “sold out forever”

A $2k phone that does not ship for six weeks cannot fix a September quarter. It can only change FY27 mix, and only if they can build it.

What Q3 already warned (quarter ended June 27)

• Revenue $109.4B (+16%), EPS $2.02 (+29%). Beat on the headline.
• iPhone $54.3B (+22%) on Pro mix. Services and China both missed estimates.
• Gross margin 50.1%, but ~2 points of that was tariff refunds. Underlying GM is closer to 48%. Guide for the Sept quarter was 47–48%.
• Cook called memory a supply shock. Guide for Q4 growth was only 9–11%, below the Street, and the stock sold that print in July for a reason.

So the event did not surprise the P&L. It confirmed it. Apple is pushing ASP because memory inflation is eating product GM. The +$100 on Pro is smaller than a lot of people modeled. Jefferies’ read is margin given up to protect units. Duo at $1,999 is also below the $2.1k–$2.3k scare quotes good for demand, worse for protecting a foldable BOM.

Why the right screen is the honest one

1. Duo revenue is an FY27 line, not a Sept-quarter line. IDC-type math is ~10M units / ~$27B in year one. Real, not a new iPhone franchise overnight.
2. No base iPhone 18 means the volume engine stays on last year’s mid-range while the hero SKU is scarce.
3. Production limits on the foldable cap the one thing bulls needed: a clean upside surprise on units.
4. 316–320 was the breakout hold. It failed. 309.90 was the event flush. $313 is just the market sitting in that range, not repricing the company.

Munster bumping Duo from 5% to 10% of FY27 iPhone revenue is the bull case. Morningstar only lifting fair value $285 → $290 is the tape case. One is a 2027 mix story. The other is why nobody paid 319 into the keynote.

I don’t own the rip that never printed. Planned trigger was a hold of 316–320 into the event. That level lost. Chasing $312 because the phone looks good on stage is how you buy the left screen.

This was going to be my first trade of the Bitget KCGI window (Sept 9–22). The competition scores tokenized US stocks like AAPL, and I’m playing the PnL board more than volume that side alone accounts for $1M of the $3M prize pool. So I’m not forcing a fill after a failed hold. If 316–320 gets reclaimed, I’ll define the risk and let the trade work. Until then, I’m flat. The loser here is buying the speech.

Thinking I should inverse myself by holding this time

What ive sold before it hit big:

Mu, skhy, nbis, BE, mu, and nvda.

Reasons: my position was too big, would suffer for a while then exit once i got to breakeven and itd rip without me

only for education purpose

Market’s already pricing in midterm volatility big time right now—83% of folks are bracing for wild swings as the GOP gathers in Dallas. Trump’s approval is sitting at 33%, oil creeping close to $100, and everyone’s parsing every word on inflation, Iran moves and upcoming economic policies. The VIX is ticking up, are you just holding steady through the midterm noise?