5/15/25 :: VROCKSTAR ::
FI
Stock a buy here
- industry POS leader
- CEO chat at JPM conf not helpful for px action, but ahead of opex tmr, this chad should be a bit more heads up. then again, most mgmt have no idea how stonk mkt works.
- at sub 20x PE this thing is objectively a buy, nearly 4.5% fcf yield and growing DD will work in time
- in this tape i'm a bit more careful, and at the moment i'm wrangling GAMB (today)
- so if this thing opens red tmr and/ or next week... i'd be willing to dip buy, probably for a trade
- but if u r a diversified investor (like a lot of positions... not my style), then this would be an obvious consideration today and with the right size mgmt to scale to full size if/as we go a bit lower.
b well my friends
V
Stock a buy here
- industry POS leader
- CEO chat at JPM conf not helpful for px action, but ahead of opex tmr, this chad should be a bit more heads up. then again, most mgmt have no idea how stonk mkt works.
- at sub 20x PE this thing is objectively a buy, nearly 4.5% fcf yield and growing DD will work in time
- in this tape i'm a bit more careful, and at the moment i'm wrangling GAMB (today)
- so if this thing opens red tmr and/ or next week... i'd be willing to dip buy, probably for a trade
- but if u r a diversified investor (like a lot of positions... not my style), then this would be an obvious consideration today and with the right size mgmt to scale to full size if/as we go a bit lower.
b well my friends
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.