The market gave us a classic 24-hour headline panic today and I decided to take it personally.

While the bears were crying over Jensen's latest news cycle, I went double-dip on margin into the flush:

• Lot 1 (Morning Dip): 1,000 shares @ $171.79

• Lot 2 (Power Hour Fill): 1,000 shares @ $168.48

Total Position: 2,000 shares @ $170.13 blended basis ($340.27k total outlay).

No stop-losses. No weak hands. Primary limit exit is locked in at $182.50 for a quick +$24.7k swing as the paper hands cover into next week.

May the gods of debauchery take me to Valhalla. WITNESS ME.

Edit: Lots of people seem to want to know. I rolled down and added more at open on 11.12 - he’s fired so as long as no affair w a Russian spy comes out I’m feeling good.

I just opened this position. Catching a knife can be really fun or really dumb. Back to $200 on earnings.

I bought 70 $652.5 Spet 9th Call Options at open for $2.21 each. Total of $15,470. I have an order to close these out at $18 for each contract which will be a profit of $110,530. Am I counting my chickens beore they hatch? Yes I am!

Edit at 11:15 EST. Everyone here is giving me great advice! Guess what! I AINT SELLING! I AINT SELLING! I AINT SELLING!

Update at 2:30 EST. Like always in my life, you were right and I was wrong! I exited this position at break even! Didn't lose it, but I could have gained 200%. Someone reported me to the reddit suicide hotline which was a little sad to hear!

NFA.

People were complaining that YOLO's were not announced as they were being made so here we are.

$WULF is down almost 50% from June high's but nothing has changed in the company structure or macro environment. In fact, things are now more bullish since then peak, including:

1. Anthropic signed. A 20-year lease for about 401 MW at Justified in Kentucky, worth roughly $19B, or up to about $33B if both five-year extensions are exercised. That averages about $950M a year from one campus, against a market cap near $7.7B.

2. The power is approved. Kentucky's PSC signed off on up to 482 MW of electric service for Justified in its Aug 21 order. Power is the gating item for every AI campus, and this one cleared it.

3. Lake Mariner is turning into rent. 102 MW is generating revenue, HPC leasing was about 71% of Q2 revenue, and another 336 MW is under construction. CB-4's first hall was due in late September, and CB-5 starts energizing in early January.

4. There is cash to build. About $3.0B of cash and restricted cash at quarter end, plus roughly $530M from selling the Abernathy stake.

5. The pipeline is deep. Up to 1 GW at Muskie, up to 1 GW at Chesapeake, and a target of 250 to 500 MW of new contracts a year.

The only negative fake news was Paul Prager's Form 4 as a sign of selling the top. Paul has gone on the say this was only for taxes - he still holds a ton of shares, and is quite bullish. https://x.com/PaulBPrager/status/2105997398858150304?s=20

Uptober is coming and $WULF is slower to recover compared to other AI infra stocks so I expect it to catch up.

Oh, and I did post about this stock when it was $8-10 as well.
https://www.reddit.com/r/wallstreetbets/comments/1mtrv58/wulf_time_to_talk_about_valuegamma_play_3m/

Will update you on my yacht in 3 months.

Edit: LMAO to all the people who think this is fake my port if verified on Wealthsimple pulse and my twitter.

I've been making money on RDDT for a while now via options, and naturally decided the responsible thing to do was buy even more of it (both shares and calls!)

Current positions:

• 32,000 shares: $4.92M

• 220 x Nov $130 calls: $609k

• 180 x Mar 2027 $100 calls: $1.06M

• 110 x Jan 2028 $135 puts sold (for around $360k in premiums)

• Various other short options

About $6M net in RDDT. Screenshot attached.

Why?

Because I think the market is completely mispricing this company.

• Revenue has increased YoY by over 60% for 8 consecutive quarters

• Gross margins around 91%

• EBITDA roughly doubled

• Around $2.8 billion in cash and the stock is sitting around $154

• Forward PE around 24 with a PEG around 0.7

• Almost no dilution due to buybacks (fully diluted share count increased just 0.2% YoY)

• FCF that's growing rapidly (Q2 FCF grew 135% to $261M)

• 6 times the user growth rate of META

• Almost zero capex requirements

They're still nowhere close to fully monetizing their international audience. International ARPU is just $2.26 compared to $11.85 in the US. Advertising keeps improving, and earnings have the potential to grow considerably faster than users. They don't need explosive user growth to keep putting up impressive numbers. And yes, international ARPU will be significantly lower than US ARPU, but there's still a lot of growth left there!

What about the AI data licensing deals? Those are icing on the cake. RDDT has been generating this insane growth (and margins) without the existing deals contributing much. Last quarter revenue was over $800 million, with AI licensing accounting for less than 5% of it. Even losing those deals wouldn't put much of a dent in revenue. But if they sign some major new licensing agreements, I don't think the market is assigning much value to that potential upside right now.

I genuinely think this has a shot at getting to $1,000/share if they keep executing. No idea how long that'll take, but I think the next earnings report could be the catalyst that finally gets the stock moving again.

Maybe I'm wrong and I lose a few million. Wouldn't be my first bad trade.

But I'm willing to put my money where my mouth is.

TL;DR: $6M+ says Reddit is worth a hell of a lot more than $154/share. Positions attached. Roast away.

27665 shares at $4.374

QuantumScape ($QS) just released its Q3 earnings yesterday, and they were significantly better than I expected. It's clear that $QS is transitioning from R&D to commercialization, and their messaging is getting better.

QS is targeting 3 verticals:

1. Data centers

2. Aerospace (ie, government + defense)

3. Electric vehicles

The biggest question has always been, "Sure this works in the lab... but can you scale?" Well, they announced plans for building a 100 MWh solid-state battery production line, which greatly derisks the scaling risk.

[CEO Siva]: Our progress on demonstrating scalable production has given us the confidence to take the next step for production scale-up beyond the design capacity of the Eagle Line. Today, we announced a 100-megawatt-hour mass production line with output aimed at meeting the rapidly emerging opportunities for our QSDC and QSAS business verticals.

They also just launched the QS Powerblock for 800 V data centers at OCP, on display in Megmeet's booth (ie, a hardware supplier for NVIDIA)... which is HUGE.

The market cap is only $2.6 billion, but they have $971 million in cash + marketable securities (Q3 report, page 6) in the bank, and Siva confirmed they are pursuing "non-dilutive funding" (ie, no dilution risk) for the 100 MWh buildout.

Moreover, I think there will be a "buy the rumor" run-up to Nov 11 because Siva teased that they are releasing major news on Nov 11 in Kyoto, Japan.

[CEO Siva]: Finally, in 2026 we promised to go beyond QSE-5 with an update on our technology roadmap, and we’re pleased to announce that this will take place during our 3rd annual Solid State Battery Symposium on November 11 in Kyoto, Japan

NFA. DYOR. You could lose everything.

----

Edit: Oh... I believe the reason it is hovering around $4 is because the max pain for options expiry is $4. So I predict next week it will blast off (picture in comments)

This is the largest YOLO play I've ever made. Figured you degenerates would enjoy seeing it deep in the red, and potentially get to cheer as it gets even worse after earnings tonight. Or, if RDDT pops, you can give me the big "fuck you"!

I've posted plenty of DD on RDDT over the past several months, but here's the short version:

• Revenue growth: 61% YoY, with 91% gross margins.

• EPS growth: 178% YoY, with substantial operating leverage.

• Advertiser growth: 70%+ YoY, driving 40% higher ad prices.

• User growth: 18% global DAU growth, despite everyone obsessing over 1% U.S. logged-in DAU growth.

• Reddit Max: AI-powered ad optimization is making existing ad inventory more valuable.

• Valuation: Around 21x estimated 2026 earnings, despite analysts projecting roughly 30%+ annual growth over the next several years (and analysts have been *dramatically* under estimating Reddit's growth since its IPO).

• Balance sheet: Approximately $2.8B in cash, essentially no debt.

Meanwhile, the stock is down over 50% from its highs and nearly 18% in the last seven trading sessions, with no material negative operating news that I've found.

My thesis: Reddit doesn't even need extraordinary growth to justify this valuation anymore. But I think it's going to deliver extraordinary growth anyway.

Earnings tonight. Either I look like a genius or you guys get some premium loss porn. Posting it now so I can't hide from the results later!

posted as quick as i can, also commented in the chat

GL and gg: earnings out already, numbers good, defensive name going into a scary week

Crazy over reaction by the market today. Easy money

EDIT- Guys I’m embarrassed, I put a limit sell at 9.06 and somehow it hit it. Looks like I’m gona be missing out on the extra money

I moved everything to ASTS at $71.59

Opened these late Friday afternoon, and had a worrisome weekend

Good Luck all. Turbulent day ahead

Realized Gain

There is no way this goes lower.

Was depressed from comments when I woke up and deleted. But then my DD was right

Why I bought this Monday,: rumors of a deal, trump could def taco into double Elon earnings. That ai boost if meta space x and Tesla hit could lead to me up big to roll dice into riding western digital

That could cause massive reposition before sndk earnings next week. I also added a spy 0 dte yolo on the peace rumors this morning

I SURVIVEDx, swipe right to see what I held through was down like 70k at one point

DD: Saw this one in the daily a few days ago. Lots of loss porn on it. Searched the daily today and vibes seemed alright, so I punted. DYOR cause that's the extent of mine.

Goodluck in the casino.

- Paperhands

Are we cooked?

My house downpayment riding on this trade.

This is my final yolo yall, I opened the position in the beginning of 2026, added to it during the DJT Iran situation, then later took some profits. And now this is my final yolo. If this fails then it’s Wendy’s back dumpster giving out Handies for me.

If you go through my post history then you can see that I’ve rearranged the furniture a couple times and also moved the shares to RH for the margin which settled May 10th (talk about timing), but it all started with $148k.

I’ve believed in the science since December 8th which has only strengthened. Buying the dip when I can pre-data.

Fuck cancer

Edit:
85k shares
425 September contracts
301 Jan $2.5’s
200 Jan $5’s

(One extra 2.5 contract cause the spread on those was stupid one day so I raised the bid with a limit buy order to push the market value up on those contracts which made that account go up $15k on paper lol, but then I took a nap and it dipped and filled that order 🤣)

Bought 200 shares and 3 calls this week. No way NVDA stays this cheap for long. The fundamentals have not changed. Only up from here ^^

Previous post reference: $1,000,000 - Full Porting $SPCX and $MSTR : r/wallstreetbets

In my previous post 2 months ago, I full ported my $1,000,000 portfolio into $SPCX and $MSTR

Since then, my portfolio has doubled, however, we are not at mars yet.

In today's YOLO update, I've trimmed some $MSTR to double down on $SPCX adding $1,000,000 from margin gains while also adding $TSLA, and $MCD. (I think McDonalds is better than Wendy's.)

Yes, I Max Margin. Wish me luck bulls.

685x $7775 spx odte's. Yolo'd my account. Got busy. Forgot I yolo'd. Checked and managed to uh sell a few last minute before they went worthless.

If mod needs proof, pm. Otherwise I'm taking rest of day/week/year off after seeing today.

The whole office is smaller than a Wendy's. Shorting this stupid bubble

Failed Lawsuit, stock takes a dive while still CAGR growth of 30% projected for 5 years. If we believe the management, Q3 gonna be strong (also seasonally). Margins in the high 80ies, Revenue growth in the 50ies. This is a FCF generating monster. Also Mr. cokerat Cramer bearish on it