Premium Hunter 🏹

10Y+ Institutional Finance (M&A/Buy-Side).
Selling puts into earnings through deep research & valuation work.
100% transparent. Real-time trades.

[Premium Hunter 🏹 @PremiumHunter]

$MU I just bought Micron while the entire tech sector is panicking.
Oracle down 10%. Broadcom selling off. MU dragged down in sympathy.
Here's why the panic is my entry—and why Wall Street's "bad news" is actually Micron's bullish signal.
🧵

[Premium Hunter 🏹 @PremiumHunter]

@Mindset4Money_X @Ronaldo7trades are you buying $GRAB

[Premium Hunter 🏹 @PremiumHunter]

@Mr_Derivatives Doest hurt to ask.

[Premium Hunter 🏹 @PremiumHunter]

@StockSavvyShay No one wants to use co pilot so he made a company to deploy it 😅

[Premium Hunter 🏹 @PremiumHunter]

$MU Micron has peaked. It’s all over.

[Premium Hunter 🏹 @PremiumHunter]

@StockSavvyShay Biggest rug pull in history.

[Premium Hunter 🏹 @PremiumHunter]

@laligafraudss Ronaldo and his minions couldnt score a single goal against columbia and were placed columbia in their group. Messi created that path and Ronaldo couldn’t do the same for his team.

[Premium Hunter 🏹 @PremiumHunter]

@Mr_Derivatives They also buy for a number of reason and not one of which is optics

[Premium Hunter 🏹 @PremiumHunter]

A lot of people are paying for downside protection on $MU after this run, and that’s fair. It reports after the bell.

After selling half my position last week. I am looking to re enter on weakness and here is how I am playing the earnings:

Sold to open 1 $MU Jul 17 $750 put @ $17.60. Collected $1,759.

My view: any pullback in $MU is something I’d want to buy. If not at least I get paid to wait.

[Premium Hunter 🏹 @PremiumHunter]

Founder mode!

[Alex Cohen @anothercohen]

You’re telling me there’s not a single person at Snap brave enough to tell Evan Spiegel that these glasses look atrocious?

Looks like 3D glasses at an IMAX theater

[Premium Hunter 🏹 @PremiumHunter]

I just bought some $CRCL today

[Shay Boloor @StockSavvyShay]

Bill Gurley says $V & $MA are “heavily threatened” by stablecoins because there is “zero reason” digital payments should still cost 2% to 3%.

USDC can move money in seconds for pennies while earning yield and stablecoins may modernize payments faster than the government can.

[Premium Hunter 🏹 @PremiumHunter]

@Ronaldo7trades @EquityBrian Sell your banana 🍌

[Premium Hunter 🏹 @PremiumHunter]

$AVGO sold puts at $350 expiring next week 6/18. Would love to get in on it.

Premium collected💰 $380

[Premium Hunter 🏹 @PremiumHunter]

We saw this play out in November. Rotation into restaurants. This week feels very similar. Restaurants held up well today and most of the week while money comes out of names that have run up a lot. Congrats if you took profits ahead of the CPI print.

Attacks on Iran make it worse today, but it won’t last. Remember we have midterms coming. And while the headlines scream the war and a 4.2% inflation number, the core came in at 2.9% YoY and 0.2% MoM — below estimates. Energy accounted for most of the increase, and oil is already hitting an 80s handle. That can come down fast once Trump decides a deal is done.

Good time to stick with what’s working. The rotation/crash will be short-lived.

[Premium Hunter 🏹 @PremiumHunter]

🚨 RESTAURANTS ARE GETTING SOME LOVE TODAY!
$CAVA $CMG $SG $EAT $WING

Healthy rotation.. what are you buying?

[Premium Hunter 🏹 @PremiumHunter]

@FrostyFinances I agree, $NVDA seems really undervalued relative to its current growth rate. However, there is no way of knowing what a 3 or 5 year CAGR is going to be which makes it really hard to underwrite.

[Premium Hunter 🏹 @PremiumHunter]

@KrisPatel99 There is some rotation and some taking chips off the table before CPI print on names that have run up a lot like semis, space.

[Premium Hunter 🏹 @PremiumHunter]

The simplest way to see the $RDDT thesis: PEG ~1.0. You’re not paying up for the growth. 👇

[Premium Hunter 🏹 @PremiumHunter]

I think $RDDT doubles from here.

Reddit spent years building a massive, high-intent audience while barely monetizing it. That is changing fast.

Management is finally scaling the ad platform, and Q1 2026 showed it clearly:
• Ad revenue grew 74% YoY while WAU grew 23% — revenue is far outrunning users
• Global ARPU +44% YoY (U.S. +54%, Intl +51%)
• Advertisers are seeing real ROAS from newer tools like Reddit Max and dynamic product ads

So the question is simple: how far can reach and ARPU and how much more is each user worth?

That's what my model sizes — audience (WAU) × how often they show up (DAU/WAU) × revenue per daily user (ARPU). I anchor to the trailing-twelve-month run-rate.

Current:
• U.S. WAU: ~196M (+10% YoY)
• Intl WAU: ~297M (+33% YoY)
• U.S. annualized ARPU: ~$39 (+54% YoY)
• Intl annualized ARPU: ~$8 (+51% YoY)

5-year assumptions:
• U.S. WAU: ~196M → ~263M (~6% CAGR)
• U.S. ARPU: ~$39 → ~$60 (~9% CAGR)
• Intl WAU: ~297M → ~515M (~12% CAGR)
• Intl ARPU: ~$8 → ~$20 (~20% CAGR)

I keep DAU/WAU mostly stable, so I am not underwriting management’s 100M U.S. DAU goal. That would be upside optionality.

Based on my EPS model and a ~22x forward P/E, I get a year-end 2029 price target of ~$339

Disclosure: Long $RDDT.

Comment “model” and I’ll share the full breakdown.

[Premium Hunter 🏹 @PremiumHunter]

@Mr_Derivatives Why not wait till the clearing event tmrw.

[Heisenberg @Mr_Derivatives]

Most massive IPO in history in SpaceX.

Jensen Huang literally telling us to buy $QCOM and $MRVL.

Koreans creating fake shopping websites to get dopamine hits because daily +/- 8% moves in the KOSPI is not enough.

What a time to be alive in the stock market.

[Premium Hunter 🏹 @PremiumHunter]

Took chips off the table ahead of Wednesday’s CPI print.

Trimmed my biggest runner $MU into this morning’s strength, it’s faded since. Cleared a few other names, came off margin entirely, raised ~9% cash. 🍿

[Premium Hunter 🏹 @PremiumHunter]

$MU I just bought Micron while the entire tech sector is panicking.
Oracle down 10%. Broadcom selling off. MU dragged down in sympathy.
Here's why the panic is my entry—and why Wall Street's "bad news" is actually Micron's bullish signal.
🧵

[Premium Hunter 🏹 @PremiumHunter]

I think $RDDT doubles from here.

Reddit spent years building a massive, high-intent audience while barely monetizing it. That is changing fast.

Management is finally scaling the ad platform, and Q1 2026 showed it clearly:
• Ad revenue grew 74% YoY while WAU grew 23% — revenue is far outrunning users
• Global ARPU +44% YoY (U.S. +54%, Intl +51%)
• Advertisers are seeing real ROAS from newer tools like Reddit Max and dynamic product ads

So the question is simple: how far can reach and ARPU and how much more is each user worth?

That's what my model sizes — audience (WAU) × how often they show up (DAU/WAU) × revenue per daily user (ARPU). I anchor to the trailing-twelve-month run-rate.

Current:
• U.S. WAU: ~196M (+10% YoY)
• Intl WAU: ~297M (+33% YoY)
• U.S. annualized ARPU: ~$39 (+54% YoY)
• Intl annualized ARPU: ~$8 (+51% YoY)

5-year assumptions:
• U.S. WAU: ~196M → ~263M (~6% CAGR)
• U.S. ARPU: ~$39 → ~$60 (~9% CAGR)
• Intl WAU: ~297M → ~515M (~12% CAGR)
• Intl ARPU: ~$8 → ~$20 (~20% CAGR)

I keep DAU/WAU mostly stable, so I am not underwriting management’s 100M U.S. DAU goal. That would be upside optionality.

Based on my EPS model and a ~22x forward P/E, I get a year-end 2029 price target of ~$339

Disclosure: Long $RDDT.

Comment “model” and I’ll share the full breakdown.