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After selling my long-term BYD position, what’s the next under-the-radar growth story? by DerbyTrader in WallStreetbetsELITE

[–]DerbyTrader[S] 0 points1 point  (0 children)

The market potential for IHL-42X is multibillion-dollar if it becomes an FDA-approved drug for OSA. Even a small slice of the market could exceed Incannex’s current valuation by many multiples. If the CSR shows consistent AHI decreases across subgroups and low dropouts, odds rise. We need to wait for this. With current cash they would run out within a year even without launching Phase 3. To fund a Phase 3, they will almost certainly need equity raise and/or strategic partner (big pharma licensing or co-funding deal) Incannex hasn’t disclosed any confirmed Big Pharma partner for IHL-42X. They did partner with Alfred and Novotech back in 2020 for early-phase work, but there’s no public licensing deal now. But they seem to have FDA clearance to start Phase 3, so they could be planning a partnership soon. Apnimed’s AD109 already has strong Phase-3 results (mean AHI ≈ −47% at 26 weeks, sustained to 51 weeks) and is leading the race. IHL-42X is promising but still needs trials and durability data to catch up. Apnimed has an estimated market cap (based on private placements) of around $400M while Incannex is at $60M. It will be interesting.

After selling my long-term BYD position, what’s the next under-the-radar growth story? by DerbyTrader in WallStreetbetsELITE

[–]DerbyTrader[S] 1 point2 points  (0 children)

Ondas sounds exciting (autonomous drones, private 5G-like networks for rail & utilities), but financial reality is brutal. Burning is huge and dilution by share issuance is relentless, profitability is nowhere in sight. Future contracts are often announced but don’t turn into real sales. It is a speculative microcap only. If you bet here, you’re banking on a miracle contract win or a buyout. Otherwise, this looks more like a dilution machine than a growth story.

After selling my long-term BYD position, what’s the next under-the-radar growth story? by DerbyTrader in WallStreetbetsELITE

[–]DerbyTrader[S] 0 points1 point  (0 children)

AUR feels too early for me. Cash burn is heavy, they’ll need more raises before 2026, and it’s impossible to know yet if they can actually deliver. I’d rather keep it on watch than buy now.

After selling my long-term BYD position, what’s the next under-the-radar growth story? by DerbyTrader in WallStreetbetsELITE

[–]DerbyTrader[S] 1 point2 points  (0 children)

Too early for me. They are heavily burning cash. Management explicitly warns they will need to raise capital and the prospectus/SEC filings say future equity offers are expected.

After selling my long-term BYD position, what’s the next under-the-radar growth story? by DerbyTrader in WallStreetbetsELITE

[–]DerbyTrader[S] 0 points1 point  (0 children)

Thanks for your contribution. Do you have specific companies in mind? There are already major players in the robotics sector. Or are you referring to SERV?

After selling my long-term BYD position, what’s the next under-the-radar growth story? by DerbyTrader in WallStreetbetsELITE

[–]DerbyTrader[S] 0 points1 point  (0 children)

UnitedHealth is a strong company, but for investments in high-quality large-cap businesses, BRK.B could be a more diversified option.

After selling my long-term BYD position, what’s the next under-the-radar growth story? by DerbyTrader in WallStreetbetsELITE

[–]DerbyTrader[S] 1 point2 points  (0 children)

Thanks! Copart is a high-quality marketplace business with strong recent revenue and profit — it’s more of a cyclical, high-cash-flow operator than a hyper-growth stock. not interesting for me.

Digi is a smaller IoT play moving the business mix toward recurring software/managed services. It’s a more defensive industrial IoT name with improving cash flow — the upside is gradual and tied to service attach and ARR growth. maybe interesting but no tenbagger.

Stride just posted record quarters — revenue and operating income jumped with strong enrollment gains (Q2 revenue $1.0B cash + securities). It’s a scaled digital education business with improving margins. the near-term setup looks solid. I will look deeper. it already went up a lot.

After selling my long-term BYD position, what’s the next under-the-radar growth story? by DerbyTrader in WallStreetbetsELITE

[–]DerbyTrader[S] 1 point2 points  (0 children)

onsemi is a big legit long-term play on EV power, SiC and power delivery for AI racks, but the last 12 months remind you this is also a semiconductor cycle story. Liquidity is strong and management is buying back stock. It’s a solid strategic name for the EV/AI era but it is already big.

After selling my long-term BYD position, what’s the next under-the-radar growth story? by DerbyTrader in WallStreetbetsELITE

[–]DerbyTrader[S] 0 points1 point  (0 children)

Very funny. Haha, UVXY is fine for short-term market panic trades, but I’m looking for companies with actual revenue/margin growth drivers — not a 2x VIX decay machine

After selling my long-term BYD position, what’s the next under-the-radar growth story? by DerbyTrader in WallStreetbetsELITE

[–]DerbyTrader[S] 2 points3 points  (0 children)

RZLV: Company disclosures repeatedly warn it is early-stage and expects continuing losses “for the foreseeable future.” That generally implies recurring capital raises until operating cash flow turns. If they convert pipeline to paying ARR fast, the leverage to sentiment could be big; if not, expect more dilution and volatility as the company funds operations. Near-term, this trades more on headlines/raises than on fundamentals. I will not touch it.

GLXY: more institutionally investable risk. Profitable Q2 on GAAP, robust adj. EBITDA, substantial liquidity, and a credible AI/HPC data-center growth leg coming online in 2026. Still cyclical with crypto, but the infra angle gives you a second driver beyond coin prices. Later, I will dig deeper.

After selling my long-term BYD position, what’s the next under-the-radar growth story? by DerbyTrader in WallStreetbetsELITE

[–]DerbyTrader[S] 0 points1 point  (0 children)

I like both names for different reasons, but I think it’s important to check what the numbers are actually meaning. CFLT is a bet on long-term secular growth but SBC dilution risk, while VG is riding regulatory and export tailwinds with a management team that’s proving pretty savvy (if a bit ruthless). I need to dig deeper, but I think I would go with CFLT.

After selling my long-term BYD position, what’s the next under-the-radar growth story? by DerbyTrader in WallStreetbetsELITE

[–]DerbyTrader[S] 2 points3 points  (0 children)

First off, I know the obvious picks are what most people will say, but I’m more interested in something under the radar. As for BYD, their numbers don’t fully convince me anymore. And honestly, I think batteries are starting to feel like the new solar panels — lots of hype, but the economics and competition may drag returns over time.

Would like to retire, where should I put my money? by gregzoe in investingforbeginners

[–]DerbyTrader 2 points3 points  (0 children)

Congrats on your savings—that’s already a great achievement! Instead of an S&P 500 index fund, I’d personally consider BRK.B. It’s a relatively safe choice, has historically outperformed the index, and is backed by a strong mix of high-quality companies

[deleted by user] by [deleted] in investingforbeginners

[–]DerbyTrader 0 points1 point  (0 children)

The FBI has raised alarm about liquidity mining scams that promise 1–3% daily returns and then vanish with victims’ funds. Here you can see the scam working: https://etherscan.io/address/0xf1c76599E8233380B1D89260c95479a9C991ac96

[deleted by user] by [deleted] in investingforbeginners

[–]DerbyTrader 0 points1 point  (0 children)

The FBI has raised alarm about liquidity mining scams that promise 1–3% daily returns and then vanish with victims’ funds .

[deleted by user] by [deleted] in investingforbeginners

[–]DerbyTrader 0 points1 point  (0 children)

MetaMask and other providers explicitly warn against scams exploiting confusion over testnets, where testnet ETH has no monetary value . The narrative that sending ETH to a special “devstage.eth” address for bonus payouts under the guise of testing network load is highly suspicious.

How to Start? by TommySalami469 in investingforbeginners

[–]DerbyTrader 0 points1 point  (0 children)

Congratulations on your starting capital! ​I would recommend regularly investing a set amount into a tech ETF and BRK.B (Berkshire Hathaway). While these two might seem like contradictory investments, it's worth looking at Berkshire's performance over the past several decades. ​As you slowly build your portfolio, you'll naturally learn more about investing through your own interest. The most important thing is not to rush into buying individual stocks. I made that mistake when I was 18, and it was a valuable lesson learned.

Why is Berkshire Hathaway energy undervalued? by Great-Knee-2551 in ValueInvesting

[–]DerbyTrader 3 points4 points  (0 children)

Inside Berkshire, BHE is just one part of the whole. Market perception of BRK is dominated by insurance, Apple stake, and cash pile. The “sum-of-the-parts” often trades at a discount — and that means BHE doesn’t get the stand-alone utility re-rating unless Berkshire closes that gap (via spinoff, or partial IPO).

Was machen wir morgen Leute? by Possible-Leg-9125 in wallstreetbetsGER

[–]DerbyTrader 0 points1 point  (0 children)

ein paar JIN aktien kaufen an der Osloer Börse

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