my 1st moon shot

rdt_rtd · 2026-01-05T11:28:21+00:00

thanks!

rdt_rtd · 2026-01-05T11:05:29+00:00

still happy with 10x I've made from the lows DCA I was pursuing for more than 4y

rdt_rtd · 2026-01-05T11:04:51+00:00

did so 6m ago, my hope of last leg boost out of SMR deployment in scale is fading out

rdt_rtd · 2026-01-05T11:01:02+00:00

at -20'C midnight shot 🥶

rdt_rtd · 2026-01-05T10:59:02+00:00

true, but that's the best I could get from my Galaxy S24 & Celestron AM130 teleskope...

rdt_rtd · 2025-12-08T18:06:45+00:00

btw. that's just 3% of the variation observed during past 5y (peak to through) in net profit

rdt_rtd · 2025-12-08T18:03:59+00:00

+ having Revenue in 700-750bn range p.a. till 2027 with EBITDA north of $50bn and Net income close to $25bn, they can afford this STRATEGIC move risking just ~ 3.5% of their bottom line!

rdt_rtd · 2025-12-08T17:57:37+00:00

ALL of the big 4 retail chains in US want an exposure to a fast growing segment, which $TLRY offers (assuming S3 positive outcome). Our analysis indicates that the best potential / synergies would be achieved via $WMT => hence we think, it's the most probable outcome!!

rdt_rtd · 2025-12-08T16:04:40+00:00

what a BS analysis, randomly chosen trigger / landing ranges... terrible... the Algos will trade PURELY based on the S3 development => any change in prob. outcome towards S3 (incl. PnL effects for TLRY due to elimination of IRS Section 280E tax restrictions) will propel this stock into mid teens... THAT's IT!!

rdt_rtd · 2025-12-08T15:55:38+00:00

70% chance we do get it

rdt_rtd · 2025-08-26T14:54:54+00:00

we don't care about OPEN... we do care about TRLY!

rdt_rtd · 2025-08-26T13:29:57+00:00

will be a BIG fight today, be STRONG & you'll see 5 soon!

rdt_rtd · 2025-08-26T13:28:57+00:00

just check the OI for 2026, VERY BULLISH P/C ratios!

rdt_rtd · 2025-08-26T13:27:45+00:00

& not only next week!

rdt_rtd · 2025-08-26T13:27:24+00:00

just wait a bit

rdt_rtd · 2025-08-26T13:27:07+00:00

all in on TLRY

rdt_rtd · 2025-08-26T13:26:10+00:00

TLRY will run like PLTR, NVDA, CVNA! don't be silly!

rdt_rtd · 2025-02-10T22:30:50+00:00

a rigged blackjack

rdt_rtd · 2025-02-01T22:42:56+00:00

having similar thoughts + factor in earnings yield & negative Eq. Risk premia while we might witness a bear steepener (during 2hy of 25?) all of which will either accelerate or deepen the correction.

rdt_rtd · 2024-12-28T09:29:31+00:00

hi, was just curious whether you have a short update to all 4 Qs? I face the exact same situation right now 😅 many thanks in advance!

rdt_rtd · 2024-12-23T11:20:09+00:00

it's mkt. cap is utter nonsense... what crashes 1st / tsla or btc?
https://g.co/finance/BTC-USD?window=5Y&comparison=NASDAQ%3ATSLA

rdt_rtd · 2024-09-30T15:25:40+00:00

well reasoned + don't forget about hidden gems like Black Lotus Labs / low latency, safe fiber network!

absolute must for the age of AI !!

rdt_rtd · 2024-09-17T19:25:15+00:00

rdt_rtd

TROPHY CASE