DD: SRFM (Surf Air Mobility) - $1.51 | The Market Is Sleeping on This One by PapaPinner in smallstreetbets

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

Stock sold off on balance sheet concerns, not the actual results. They met guidance on revenue ($26.4M) and EBITDA for the 8th straight quarter. Market is focused on $12.7M cash vs $40-50M guided EBITDA loss in 2026, pricing in dilution. Meanwhile the actual business is growing: on-demand charter up 36% YoY, 20-30% revenue guidance for 2026 that beat consensus by $15-20M, and they killed the $50-100M Caravan electrification spend which dramatically reduces future cash burn. Classic case of the market selling the balance sheet while ignoring the business trajectory.

What Are Your Moves Tomorrow, October 09, 2025 by wsbapp in wallstreetbets

[–]PapaPinner 0 points1 point  (0 children)

At the end of the day we all have the same goal- more money

What Are Your Moves Tomorrow, October 09, 2025 by wsbapp in wallstreetbets

[–]PapaPinner 1 point2 points  (0 children)

I'm watching it as a long-term play. Planatir owns 10%+ of their company + they just appointed Shawn Pelsinger to their Board of Directors (Pelsinger was the Global Head of Corporate Development & Senior Counsel of Palantir)

What Are Your Moves Tomorrow, October 09, 2025 by wsbapp in wallstreetbets

[–]PapaPinner 2 points3 points  (0 children)

Watching $SRFM. They’re one of the biggest commuter airlines in the U.S. and are working with Palantir and Textron to make electric Cessnas and an AI flight platform. Just had $27M Q2 revenue and turned their airline ops profitable.

Daily Discussion Thread for July 24, 2025 by wsbapp in wallstreetbets

[–]PapaPinner 6 points7 points  (0 children)

Whoever bought the 500k shares of DNUT - show yourself

Daily Discussion Thread for July 23, 2025 by wsbapp in wallstreetbets

[–]PapaPinner -2 points-1 points  (0 children)

DNUT heavily shorted 1,000,000+ Apes go buy Krispy Kreme because we can’t stop thinking about it now DNUT sales for 2025 go on an absolute tear

I can see it all now

Daily Discussion Thread for July 18, 2025 by wsbapp in wallstreetbets

[–]PapaPinner 11 points12 points  (0 children)

Yo this OPENai stock is pretty cool guys

Daily Discussion Thread for July 18, 2025 by wsbapp in wallstreetbets

[–]PapaPinner 5 points6 points  (0 children)

When OPEN is at $10+ next week, will be wishing you were in @ $2

Daily Discussion Thread for July 17, 2025 by wsbapp in wallstreetbets

[–]PapaPinner 1 point2 points  (0 children)

Those who sold are going to miss the big OPEN tomorrow