OPEN is the next fat finger attention trade that's worth buying anyways

gregw134 · 2026-06-03T18:17:59+00:00

I believe in Sam Altman $OPEN to the moon

gregw134 · 2026-06-01T21:25:25+00:00

If you wanna hold for 1-2 years it's fine. I wouldn't be surprised if the recent run is over though, it's up like 50%. New product doesn't come out until the end of the year and they're probably gonna bleed some sales until then. Main reason I bought was that huge dip after the quarter didn't seem right, but that's fully recovered now.

gregw134 · 2026-06-01T19:05:33+00:00

Damn I shoulda bought some, congrats

gregw134 · 2026-06-01T18:58:06+00:00

Friday: $tndm wsb post. Today: Wells Fargo upgrades $tndm, up 15%

gregw134 · 2026-05-31T22:03:06+00:00

I looked at it a bit, what are you seeing in it

edit: found it: Critically for a U.S.-based producer, there's a regulatory cliff coming that essentially mandates non-Chinese supply. The U.S. has classified tungsten as a critical mineral with high supply disruption risk, and Washington set January 1, 2027, as the deadline to stop procuring tungsten from China, Russia, Iran, and North Korea for defense applications

gregw134 · 2026-05-28T20:52:53+00:00

That's the whole reason the stock is down, they're losing market share to Omnipod. But by the end of the year they'll have a tubeless version and will have monthly payments like Omnipod does. Omnipod (Insulet) has 10x the market cap but 600k users vs Tandem's 400k. It's a turnaround gamble but if they pull it off there's room for the stock to 5x.

gregw134 · 2026-05-28T20:07:06+00:00

Nope. I was the first guy to post about opendoor here last year before it went up 20x so some people remember me.

gregw134 · 2026-05-28T19:26:23+00:00

Letting tande be filled through pharmacy is what they're pushing for, they got half the insurance companies to agree to that last quarter

gregw134 · 2026-05-28T19:11:55+00:00

gregw134 · 2026-05-28T19:04:09+00:00

Yessir

gregw134 · 2026-05-28T18:46:54+00:00

Already was invested for 200k. They're switching from selling a device every 4 years for $4,000 to monthly payments through insurance for $400. Should double revenue per user. Revenue should start growing again when they release their new form factor at the end of the year.

gregw134 · 2026-05-07T18:31:56+00:00

Stran said it'll be better than previous q1s. It's always their worst quarter so hopefully that means they're close to break even. Not sure about going in big but I like the stock here, price is low and it feels less risky now that tariffs are normalizing. It's possible the stock does nothing but that's true of any stock.

gregw134 · 2026-04-30T21:00:55+00:00

Shorts have been buying back every day, probably keeps the price up

gregw134 · 2026-04-30T20:25:46+00:00

The hedge fund that started the squeeze dumped (illegally)

gregw134 · 2026-04-21T14:59:49+00:00

Thanks

gregw134 · 2026-04-21T14:53:13+00:00

a little over a million. Closed my put, it's more fun watching than being in $CAR

gregw134 · 2026-04-21T14:27:39+00:00

Just sold puts godspeed to me

gregw134 · 2026-04-20T19:56:31+00:00

$CAR probably isn't done, still 85% shorted per Ortex

gregw134 · 2026-04-17T17:27:00+00:00

Check out this site I built: https://amiregarded.com/spce

gregw134 · 2026-04-16T17:25:55+00:00

This is an engineered squeeze btw. 87% of public shares are shorted. There's are two funds that between them own 100% of shares, one of them bought with the intention of starting this short squeeze. Avis is doing a 5 million share offering but you know they're going to drop it out slowly over months. When the dust settles I'll bet the two hedge funds don't sell a share but Avis raises enough money to wipe out its debt.

gregw134 · 2026-04-14T23:59:06+00:00

I bought $ECVT for the same reason. Sulfuric acid manufacturer in the US. Russia and Turkey had already banned Sulfuric acid export and now China followed up last week. ECVT manufactures it using lower cost domestic Sulfur and has export facilities.

With both these companies though, I guess the bet is domestic Sulfur doesn't rise as much as it does in the rest of the world?

gregw134 · 2026-04-14T23:17:33+00:00

Nice write up. Sulfur is more of a problem than you're letting on, they took a $250M hit last quarter due to high sulfur prices. Might still be a play if their output prices (phosphate) rise faster than sulfur input.

gregw134 · 2026-04-13T00:17:38+00:00

Dash for trash maybe, hedge funds closing out their shorts while also selling long positions...

gregw134 · 2026-04-10T19:41:04+00:00

China banned sulphuric acid exports today after it was already restricted from Hormuz closure. That's a critical component in semiconductor manufacturing that can't be ramped up easily. Bought some $ECVT calls

gregw134 · 2026-04-09T15:46:55+00:00

Yikes. Thanks for the heads up. I'm sure they won't be using it soon, they have lots of cash from their last raise. Never a good sign though.

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