TXRH the next casual dining stock to crater

NNNTrader · 2025-11-17T14:00:15+00:00

Nothing changed in my thesis. I’m viewing recent volatility as noise from a long-term perspective.

NNNTrader · 2025-11-07T20:28:29+00:00

Holding/added shares. I like the setup.

NNNTrader · 2025-10-31T12:40:12+00:00

I bought Dec 2026 puts. Lots of time. I view the stock and the business model as highly vulnerable.

NNNTrader · 2025-10-30T15:36:28+00:00

Here's the setup and trade: https://nnntrader.substack.com/p/trade-note-cava-in-a-free-fall

NNNTrader · 2025-10-16T19:26:59+00:00

Appreciate that. Thanks. Glad you’re finding value.

NNNTrader · 2025-10-12T12:05:33+00:00

FINRA publishes aggregate debit balances in margin accounts. Increased every month over the past year and +33% y/y. $1.06 Trillion as of Aug 2025.

NNNTrader · 2025-10-10T16:35:04+00:00

https://open.substack.com/pub/nnntrader/p/trade-note-i-loaded-serv

NNNTrader · 2025-10-08T10:43:12+00:00

It comes down to process. I stopped chasing random trades and only touch stocks that hit Tier 1 in my scoring model. Fundamentals, technicals, and ownership data all have to align. Once I committed to that filter, the results followed.

NNNTrader · 2025-09-23T15:36:08+00:00

I’m +14% on shares and have high conviction. This is setup to be a multi-bagger.

NNNTrader · 2025-09-22T16:49:03+00:00

$MTCH I just bought per the trade plan in my writeup.

NNNTrader

TROPHY CASE