2/26/25 :: VROCKSTAR :: 
BLDE
playing tmdx here...
- sometimes fishing in the non-passive pools can generate some interesting buys as these things get whipped around as if they're being sanctioned, tariff'd or otherwise _____
-BLDE's product remains solid. valuation cheap. i'll leave it there. it's a small cap. it could go either way. but the basis is good.
-
TMDX supplies these guys the organ/ medical devices they use to fly around and that's become a pretty big biz for them. the TMDX story has more hair on it than anything. i'm almost tempted to short the print but... i'm not gonna. and i'd like to hedge BLDE here w/ TMDX bc i think a massive miss on TMDX will yank BLDE back below $3 pretty quickly and i'd want ammo to go.
- so instead of buying outright, i'm loading deep ITM calls onBLDE for august. the idea is. i want to do 2-3x leverage and in event i'm right... i get paid right away. if i'm wrong, my left arm doesn't need to grow back.
- 3% position gross (post leverage) is all i'm willing to neck here onTMDX AH print. i'm looking for a nice beat to then front-run the BLDE tape AH to load shares if we get a pass.
V
BLDEplaying tmdx here...
- sometimes fishing in the non-passive pools can generate some interesting buys as these things get whipped around as if they're being sanctioned, tariff'd or otherwise _____
-
BLDE's product remains solid. valuation cheap. i'll leave it there. it's a small cap. it could go either way. but the basis is good.-
TMDX supplies these guys the organ/ medical devices they use to fly around and that's become a pretty big biz for them. the TMDX story has more hair on it than anything. i'm almost tempted to short the print but... i'm not gonna. and i'd like to hedge BLDE here w/ TMDX bc i think a massive miss on TMDX will yank BLDE back below $3 pretty quickly and i'd want ammo to go.- so instead of buying outright, i'm loading deep ITM calls on
BLDE for august. the idea is. i want to do 2-3x leverage and in event i'm right... i get paid right away. if i'm wrong, my left arm doesn't need to grow back.- 3% position gross (post leverage) is all i'm willing to neck here on
TMDX AH print. i'm looking for a nice beat to then front-run the BLDE tape AH to load shares if we get a pass. V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.