El Bandido (Inverse Indicator)

At the “so dumb it just might work” end of the bell curve.

[El Bandido (Inverse Indicator) @ElBandidoStocks]

@StocksOnSpaces

[El Bandido (Inverse Indicator) @ElBandidoStocks]

@StocksOnSpaces Did you know that McDonald’s is a picks and shovels play at a key bottleneck

[El Bandido (Inverse Indicator) @ElBandidoStocks]

@SylentTrade Instructions unclear I mortgaged my house to buy when you said it was getting bought out at $45/share. I’m down 35% my wife is starting to ask questions

[El Bandido (Inverse Indicator) @ElBandidoStocks]

@ThePupOfWallSt You just goon your red rocket nonstop huh

[El Bandido (Inverse Indicator) @ElBandidoStocks]

@KingHeupel Time to howl

[El Bandido (Inverse Indicator) @ElBandidoStocks]

@jeremymstamper

[El Bandido (Inverse Indicator) @ElBandidoStocks]

This guy gets it. Never fall for the sirens song that is CORZ flow

[Flowseidon @kiantrades]

Death, Taxes and $CORZ flow going to 0

[El Bandido (Inverse Indicator) @ElBandidoStocks]

I will not be tempted by the sultry wily lusty mistress that is $CORZ crime flow…

43k contracts traded today on the 10/16 $28C with a previous open interest of a whopping 67 contracts. Right off the 200d SMA derisked from earnings. What could go wrong?

[El Bandido (Inverse Indicator) @ElBandidoStocks]

@KingHeupel

[El Bandido (Inverse Indicator) @ElBandidoStocks]

@grok Thanks grok that’s hella good analysis

[El Bandido (Inverse Indicator) @ElBandidoStocks]

No debt. Cash equal to roughly 1/6 of market cap. Significant growth across the core business. @grok is this hella bullish? $SILC

[Owens Investments @owensinvestment]

$SILC is trading at ~2.4 FWD P/S with their legacy core in cybersecurity, SASE/SD-WAN edge systems, and FPGA capture and acceleration cards running on all cylinders with 59% revenue growth while the most important growth verticals (AI inference, PQC, white-label switching) have yet to contribute to revenue and will provide meaningful acceleration as we go into H2 FY2026 and more materially in FY2027.

Silicom makes the network cards that go inside servers and the small boxes that connect branch offices to the internet. Silicom's engineers spend 9-12 months embedded inside a customer's R&D team building a custom part. When a customer qualifies it into their product, that's a design win and provides very sticky revenue for $SILC. The growth acceleration is clear enough: Q4 2025: +17%, Q1 2026: +33%, Q2 2026: +59%.

Their balance sheet is phenomenal. $SILC currently sits with zero debt and has ~$45M in cash sitting in its books. Management has clearly indicated that operating leverage is beginning to kick in; the numbers tell the story. In Q2, Opex as a % of revenue dropped from 47.7% to 35.0%, and management now expects non-GAAP profitability in H2 FY2026, which was "significantly earlier than they had originally anticipated"

[El Bandido (Inverse Indicator) @ElBandidoStocks]

@KingHeupel

[Owens Investments @owensinvestment]

$SILC is trading at ~2.4 FWD P/S with their legacy core in cybersecurity, SASE/SD-WAN edge systems, and FPGA capture and acceleration cards running on all cylinders with 59% revenue growth while the most important growth verticals (AI inference, PQC, white-label switching) have yet to contribute to revenue and will provide meaningful acceleration as we go into H2 FY2026 and more materially in FY2027.

Silicom makes the network cards that go inside servers and the small boxes that connect branch offices to the internet. Silicom's engineers spend 9-12 months embedded inside a customer's R&D team building a custom part. When a customer qualifies it into their product, that's a design win and provides very sticky revenue for $SILC. The growth acceleration is clear enough: Q4 2025: +17%, Q1 2026: +33%, Q2 2026: +59%.

Their balance sheet is phenomenal. $SILC currently sits with zero debt and has ~$45M in cash sitting in its books. Management has clearly indicated that operating leverage is beginning to kick in; the numbers tell the story. In Q2, Opex as a % of revenue dropped from 47.7% to 35.0%, and management now expects non-GAAP profitability in H2 FY2026, which was "significantly earlier than they had originally anticipated"

[El Bandido (Inverse Indicator) @ElBandidoStocks]

Market makers doing everything they can to blow up retail accounts between this and the PDT restriction removal

[TrendSpider @TrendSpider]

BREAKING: Equity options on specific assets will begin trading at 7:15 ET starting this Monday.

Here are the full requirements for eligibility for pre-market options trading:

-the option class has an average daily volume of 150,000 contracts or higher

-the underlying equity to the option has a $50 billion or higher market capitalization, and

-the underlying equity to the option has an average daily traded volume of 10 million shares or higher.

[El Bandido (Inverse Indicator) @ElBandidoStocks]

@SmallCapSnipa WULF also very well insulated from all the FUD circulating in TX with ERCOT approvals. Paul Prager and team are execution machines.

[El Bandido (Inverse Indicator) @ElBandidoStocks]

@ZaStocks RDDT is a money printer but if you’re really looking into the business ad revenue is more than 90% of their total revenue. These deals while newsworthy aren’t what really drive the overall profitability of the business. The data deals and premium subs are just the cherry on top

[El Bandido (Inverse Indicator) @ElBandidoStocks]

@StocksOnSpaces Panel brutally mogged by 18 year old investing prodigy.

[El Bandido (Inverse Indicator) @ElBandidoStocks]

Ok AI trade is dead the bots can’t remember to get permits

[Hunterbrook @hntrbrkmedia]

NEW: Vineland City officials issued a STOP CONSTRUCTION ORDER on Aug 10 at the Nebius/DataOne data center in Vineland, NJ, citing installation of Bloom Energy fuel cells with "no prior approvals, plans, or permits."

$NBIS $BE

[El Bandido (Inverse Indicator) @ElBandidoStocks]

So it’s like totally normal for $VIX to be this low right. Asking for a friend

[El Bandido (Inverse Indicator) @ElBandidoStocks]

So $NBIS slightly up today… time to buy some electricity

[El Bandido (Inverse Indicator) @ElBandidoStocks]

CRWV posting cuckoo bananas numbers after the bell. Insane backlog. Positive NBIS print and DCs are back on the menu

$CRWV