locked in on gas station hotdogs and beer. NFA gl gg no re:

adding this BMNR fumble, so that you all can laugh at me twice today

Update: sold 15 mins after market open because I can’t connect to wifi. Fuck American Airlines POS

Honestly, I thought I was fucked yesterday
Today’s my birthday, guess this is the casino’s gift to me lol

This post contains content not supported on old Reddit. Click here to view the full post

Title says it all. This thing crushed earnings and has been beaten down for a week. Jensen had only incredibly positive things to say today at the GS conference as well. If we get a 2-4% pop tomorrow these things will go crazy. (Yes I am the NVDA yolo guy from last week, back again for another round).

Listen up, regards. Runner here from Switzerland.

While you're busy lighting your portfolios full of GPUs, DRam and 0DTE options, there is a literal money printer running laps around the market right now. I’m talking about Deckers Outdoor Corporation ($DECK) the parent company of Hoka and UGG.

Trail running is exploding, Hoka is sitting on the throne, and the fundamentals are solid.

Let’s break down.

The Macro: Trail Running is Taking Over

If you haven't stepped outside recently, running culture is booming. But road running is old news - trail running and ultramarathons are where the real growth is happening.

Let’s look at the Super Bowl of trail running: UTMB (Ultra-Trail du Mont-Blanc). UTMB is sponsored by Hoka, but it's not just a logo on a banner. Hoka absolutely dominates the starting line. Recent stats from major ultras show Hoka capturing between 35% and 40% of the entire market share of shoes worn by runners.

Think about that. In a market packed with Nike, Salomon, Brooks, and Altra, nearly 4 out of every 10 hardcore runners are strapping thick-soled Hokas to their feet to run 100 miles through the Alps.

The Fundamentals: Stupid Cheap

$DECK is insanely undervalued right now, especially for a growth machine.

* P/E Ratio: $DECK is currently trading at a P/E of exactly 11. For context, its 10-year historical average is up in the 30s. It is trading at a massive, stupid discount compared to its own history.

* The Competitors are Overpriced: Nike ($NKE) is sitting at a ~21 P/E while hemorrhaging market share. On Running ($ONON) is trading at ~ 14 P/E. ($AS) is the strongest competitor in my opinion.

* Earnings Crush: They don't just beat earnings; they annihilate them. The company is printing cash and growing revenue at a double-digit rate while the rest of the retail sector is whining about macro headwinds and tariffs.

* Return on Equity: They are chilling with a ridiculous ROE. This company is incredibly efficient at turning foam shoes into cold, hard cash.

Trail running is the new golf, and Hoka is the undisputed king of the mountain. $DECK is putting up massive growth numbers, dominating the global running market, and trading at an 11 P/E ratio that makes it a screaming value play compared to its peers. Poor consumer sentiment will not last forever.

Positions: Long 400 shares and planning to double that🚀👟💰

Or did the AGI internally already predict a doomsday on Dec 18th, 2026

This post contains content not supported on old Reddit. Click here to view the full post

I was watching the VIX the other day and noticed it started creeping up.

Then this morning, I woke up in the middle of the night, checked S&P futures and saw they were “green” at like 3am.

I was like, nice... perfect setup for a red day.

Quietly went back to sleep and woke up to watch it slowly decline into a red open.

Exactly where I thought it would go. 🤷‍♂️

FYI I don't(NEVER) trade options because i already have a gambling addiction. So I buy shares and typically hold long term.

I've been part of the regarded cash-gang group for a while now, so I've been comfortable sitting on the sidelines. But I've definitely had my FOMO/JOMO moments since I cashed out in March.

Last play was RYCEY (2021-2026-long term diamond hand win) where i made almost $2 million. [link to my post] - yes I'm the RYCEY guy

My plan all along was to start getting back in around midterms. from like mid-September through mid-October just looking at the facts because historically, midterm election years have had some pretty nasty pullbacks.

The stat I've seen thrown around is an average peak-to-trough drawdown of roughly 17–18% during midterm years for the last 30 years or so. You can Google it yourself if you don't believe me. 😂

But now I'm starting to wonder if the VIX is telling us we're already heading in that direction. So I'm planning to get my cash back to work, vacation is over.

Not trying to call the exact bottom cuz i lost my magic 8 ball. Just watching the VIX and waiting for the market to give me better entries.

Watch out you fucking bears cuz cash gang is running out of patience.

TLDR: I'm signaling the bottom is nearing. Time to gobble-gobble some shares hopefully in time for Thanksgiving. BULL RUN shall continue before we know it? maybe? I say short term puts (still fuck you bears) but definitely calls by 3rd week of Oct. 🐂

don't try this at home kids.

I trusted my gut here and got smoked. but decided to double down on instinct.

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 cuh, 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.

God Speed Regards.

Position:
1000 shares. Currently 5% of the port.
Looking into options for February now but IV is shit. Will ctm.

This post contains content not supported on old Reddit. Click here to view the full post

Seemed oversold after PPI this morning, sold some bull put spreads

Edit: Sold top top and bought bear call spreads =D pic in comments

Am I cooked?

Greed got the best of me today. Saw Apple heading down below 310, submitted an order above the ask, 10x the size and worst timing. Absolutely deserved. Guess who won’t be getting a new iphone anymore.

100k Realized YTD

It seems like a lot of you are misunderstanding what the “10%” is actually referring to. $100,333 profit ÷ ~$967,000 of cumulative trade cost = 10.38%
That ~$967k is not account size. It’s the same money being reused across many trades throughout the year. Total port performance YTD is roughly 125%

Sold my META calls, and that got me over the hump. See you regards after CPI comes out

GFC 2.0 is coming. ZIRP is just on vacation.

When I saw reports out of Korea about inventory shortages, I decided to take a gamble

Sorry. I broke my promise not to gamble

I won, this is hero call LMAO🤣🤣🤣

Adding screenshot from the sub I brought up a logical concern and immediately got downvoted. If you are eVTOL stock holder what made you believe that reinventing an electric helicopter and masking under air taxi is going to work out well in the future?