4-part contrarian buy series rode the cancer-vaccine catalyst from $27 to $145 — now in victory-lap phase

Lone agricultural contrarian: long wheat into 2027 via LEAPS

S&P 500 inclusion + "I use Reddit, so do you" bull case; big CSP premium selling

No argued thesis — loss porn and capex-cut hunches around an 18% single-day drop

Sector-lag catch-up: beta service, batch launches, T-Mobile about to sign

Memory supercycle tug-of-war: institutions loading vs the architectural-risk bear question

ETF-flow thesis: entering PGJ near max weight at the Q2 rebalance

Long-form bull DD from a serial DD author, fresh off an +800% options win

$8.2M insider-buying cluster in one week on a post-IPO infrastructure dog

Bitcoin-infra-to-AI repurposing theme (the podcast thesis) — leveraged calls, thin argument so far

Short case: management strategy churn argued terminal; $40 target in 8-12 weeks

FanDuel parent at ~1x sales growing 15% — mispricing case

Global outage blip; no argued thesis

Oil $80+ and no Iran off-ramp — jack-up rig operator as the leveraged way in

Public SpaceX: lockup-supply bear case vs Jan-2028 call-spread bulls; mod-removed DD vindicated

Deep-value rerate at 3.9 P/E + merger cleared with ~32% of float short

Short thesis: Italian software roll-up "melting like their cheese reserves"

Buffett's cash hoard finally deploying under Abel — regime-change watch

Anthropic's $9.1B / 191MW lease validates the miner-to-AI-datacenter pivot

Down 40% from 2025 highs: bagholders doubling down vs unanswered why

Tesla-acquires-Sunrun speculation after the partnership announcement

Fallen RPA leader repriced as the 2027 agentic-AI leader — under-radar all-in

$15B contract to build the largest data-center power plant — AI-power infra play

Valuation challenge: 299x earnings invites the puts

Travel holding up better than the macro says it should

$447M company owns Yahoo's patents — takes Databricks to court next month

Long-bond mean reversion from all-time ETF lows

GTA6 unit-economics debate: how much is actually priced in

Niche-monopoly dating app argued as the best setup in the market

Two argued longs: rates can't rise before midterms + market misreads the model

Q2 slightly light but 53% growth at 84% EBITDA margins — thesis intact

Indonesia ETF contrarian bet against its own miserable 15-year record

Blowout quarter the street ignored — operating-leverage turnaround bet

Post-Q1 leg fully round-tripped — reset watch

Chip-momentum chatter and CoreWeave proximity; no argued thesis

Looks dead on purpose: buybacks done, ignored into earnings

Heavy AI capex defended as core character — margins were never the point

Optics/photonics buildout conviction play, averaged down through the dip

The AI boom needs a water guy — Tetra Tech on sale

Founders hit with $2.2B insider-trading suit; also the SPCX lockup analogy

Undervaluation case: P/E 14, $60B backlog, 20% short float — vs the usual scandal risk

+57% YoY to ATHs and nobody can quite explain why

Bloom: CEO guides 2026 revenue to double; margin-called believers riding the bounce

Weekly-call gambling; no thesis

Samsung's $200B five-year supply deal lands here

Earnings-transcript flow only; no argued thesis

Terminal-decline bear case at a 624-week low

DOE startup authorization cleared — nuclear-for-AI catalyst chain running

Snack maker going private, shares exploded

Building a private-markets platform for the rich — the ladder gets pulled up