8/22/25 :: VROCKSTAR :: 
RUN
Pretty obvious short
- it's great to see papa powell pump our beloved
NXT
- but just the other day daddi trump decided to eat taco bell (if you've been paying attention - this is when he tweets something from the 3am squat that's anti-solar)... and not chipotle.
- solar has had a nice run.
- i've written ad nauseam about it being the obvious generation tech in the next 10 yrs. edgeking elon agrees. idk if that's good or bad.
- but in the retail front let's just review some real basics
- usually in a mkt i get the "yes everyone can see the multiples". and yes that's true. but honestly it's somehow an edge to just put this into context with a modicum of logic.
- forRUN you get:
- 7.5x sales (lol!)
- low teens EBITDA mgns (adds back D&A! lol)
- trust me bro FCF in 2028
- so yeah
- hard pass at 18 bn valuation
- it's one where the equity can certainly do cray cray things b/c it's so small in the capital stack
- but ultimately.RUN will go BK. i've made a number of these calls in the past year, many of them are returning to fair value. zero-aroni.
be safe out there.
friends don't let friends buyRUN just 'cause it's a fun ticker.
V
RUNPretty obvious short
- it's great to see papa powell pump our beloved
NXT- but just the other day daddi trump decided to eat taco bell (if you've been paying attention - this is when he tweets something from the 3am squat that's anti-solar)... and not chipotle.
- solar has had a nice run.
- i've written ad nauseam about it being the obvious generation tech in the next 10 yrs. edgeking elon agrees. idk if that's good or bad.
- but in the retail front let's just review some real basics
- usually in a mkt i get the "yes everyone can see the multiples". and yes that's true. but honestly it's somehow an edge to just put this into context with a modicum of logic.
- for
RUN you get:- 7.5x sales (lol!)
- low teens EBITDA mgns (adds back D&A! lol)
- trust me bro FCF in 2028
- so yeah
- hard pass at 18 bn valuation
- it's one where the equity can certainly do cray cray things b/c it's so small in the capital stack
- but ultimately.
RUN will go BK. i've made a number of these calls in the past year, many of them are returning to fair value. zero-aroni. be safe out there.
friends don't let friends buy
RUN just 'cause it's a fun ticker.V
Trade active
relo'ing the mag.short again.
finding a lot of shorts today.
this isn't a BTFD market, unlike the last 2 times we did this in the last few mo's of chop.
index needs a reset and trash co's r going to get flushed hardcore
V
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.