VROCKSTAR

VROCKSTAR

tell him if he needs help holding it when he pees i'll be here V big balls not selling lol, nvda lego. V

VROCKSTAR

2/26/25 :: VROCKSTAR :: OTC:OBTC the goal is to buy this... - the goal is to accumulate bitcoin - not panic sell it because jim cramer told ur mom's boyfriend it's going to zero - obtc buys it 10% off, in other words, mid 70s. - does it go lower? V says. idk and idc. - the end game is stack sats - if you're not buying something today, you're doing it wrong. a...

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12/20/24 :: VROCKSTAR :: NYSE:VTEX Patience paid. 50 bps @5.74 - buying anything sub $1 bn and nevermind "brazilian" is a big ask in my book - but i love this mgmt team and the biz is growing easily teens bc they have solid B2B customers (who use VTEX to build their site/ payments etc. for instance samsung in latam uses VTEX to run their consumer facing...

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2/25/25 :: VROCKSTAR :: NASDAQ:NICE all in - may as well make this a fresh post - rotated out of NYSE:GLOB - all in this thing now - better everything - donkey OTD cucking throwing everyone in a tiz - guys. grab your nuts and deploy risk capital - it's not complicated - if u do what everyone else does. u end up like everyone else. does everyone else...

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2/26/25 :: VROCKSTAR :: NYSE:ZVIA Only bev company on my radar - bought a 6 pack of the cola flavor y day in anticipation of some px action (like we have today) and to have first-hand conviction if/when - this is a one of a kind. while they operate in the ostensibly hyper-competitive soda/ cola category, they are not fake flavoring, not dying the liquid and...

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2/25/25 :: VROCKSTAR :: NASDAQ:BTDR Time to get large - novel way to save energy in chips - nobody knows - the results, who cares - wrong day to be a bitcoin company - ape'd on the LT options $5 calls for '27. started building my longer-dated warchest now that we're below $10 level i was looking for. - be safe out there - wtf day. V

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2/26/25 :: VROCKSTAR :: NASDAQ:NVDA It's a buy into print... 1/ "It's dot com 2.0" A: dot com was consumer-first, AI is enterprise-first; dot com lacked infrastructure for years, AI has all the infrastructure required; dot com companies were memes, the largest AI companies generate piles of cash B/ "but AI doesn't generate revenue" A: you heard this low IQ...

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2/21/25 :: VROCKSTAR :: NASDAQ:QQQ Pls read this and comment - i put my Schiff on the table - guys. i'm working with a really wonky thesis and i need some comments, let's debate this "the market has mostly crashed already" - this has been a pretty asynchronous crash. aapl, nvda, msft... meta held the tape for a record period... they all are taking turns...

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2/25/25 :: VROCKSTAR :: NYSE:ZETA a lil EPS bingo - i'm aware of the bear/ culper write up and tend to believe it - i also witnessed NASDAQ:APP go bananas (and that one is a total banana fr4ud too) - nevermind a ton of NYSE:ZETA stuff is email related, and we saw $kyvo post good results - all the ad/ data related stuff - i'm only ATM C's - keeping it...

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2/24/25 :: VROCKSTAR :: NYSE:DECK Mmm. Banana time, long. - first. let's give a thank you to mr. analyst at jefferies who's done his best and he decided "NKE was an upgrade to buy". this is what happens when you cover the elephant in the room, and your institutional bag holders keep forcing you to take a look. eventually you throw up your hands and say "it's a...

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2/18/25 :: VROCKSTAR :: NYSE:XYZ Starting position... 4 satoshi - look, this is a lil weird (hey. that's me), but as someone as many of you know, is v close to the bitcoin community, this particular message... was... let's say... convincing. x.com - imvho, jack is satoshi, or let satoshi use him as a decoy and therefore likely knows satoshi - as someone...

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2/24/25 :: VROCKSTAR :: NYSE:UBER Lego. - cut some NYSE:UBER friday to make way for my mega NYSE:GLOB trade (thank goodness worked well in this horrid tape) and now - it's back in $uber. ape time. V

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2/21/25 :: VROCKSTAR :: NYSE:GLOB Too extreme, swinging long - title says it all - mkt is paying cash heavy portfolios to buy ex post over reactions and not play the russian roulette of EPS season - feels like NASDAQ:NICE again, even if it's more expensive, diff company/ industry etc. etc. and more expensive. - but come'on V

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2/24/25 :: VROCKSTAR :: NASDAQ:TSLA High on watchlist to own... - fundamentally, there's a lot of "if this" priced into the stock, there's no denying it - even round up '26 FCF from 8 bn (current expectation) to 10 bn and you're at a 1% yield. but also acknowledge... here it is again... "if, then" it's also growing at 100% yoy, and likely dirty cheap too -...

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2/24/25 :: VROCKSTAR :: NASDAQ:BSY I'd probs stay away from this - a'ite homefries - just posted on NASDAQ:CDNS about how i wouldn't own it, growth for multiples just too expensive. mkt seems to be too lazy with software names until they're forced to rework their logic (what are people even doing on the desk nowadays... well w/e) - but i figured i'd burn...

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2/24/25 :: VROCKSTAR :: NASDAQ:CDNS Just too expensive, still - looking at the design/ prototyping names pretty early in the AM to get a start on the week - mainly interested in the ANSS/SNPS merger where i think all-else-equal (big statement given what's going on in this tape) it could be something to play - my bias is to simply stay uninvolved mainly bc...

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2/20/25 :: VROCKSTAR :: NASDAQ:NXT Loaded again. - this is the sort of hunter brandon style crack tape that requires you to find a. names that are crushing it, b. not known or appreciated and c. where you have an edge. all three. - i've been doing some deeper work on the name and to return w/ more deets in due time. but let me make abundantly clear how asleep...

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2/21/25 :: VROCKSTAR :: NASDAQ:FSLR Cannon take fire. long. - this is by no means as big as NASDAQ:NXT given my conviction, familiarity w/ that one - but we've reached the point of "come on guys" - my thesis is we're in the middle of the stock market crash and it's been asynchronous which is why nobody is noticing and different mag7s have been used/ picked...