@Introvert_hu_ji Targaryens are shown to have queer traditions throughout the universe, they are two humans who love each other after all. One knows no other way but to seduce and the other is craving for love of a woman
It is true of most South Indian heroines who are treated as 2nd class citizens. Bollywood is way too toxic, demands higher skin tax for minute roles. Not everyone can rise above like Sri or Hema. Rash is in a crowded space much better doing a Srivalli than trying to be a side kick to a porn star like @kritisanon - @KeerthyOfficial similarly failed despite being a national award winner. Even @pillumani is only now getting roles worth 15% of her talent.
Sharing a strategy that went my way - one of many that did not within this time frame, but here goes...
Bought back 9 BROS $55 Puts (6/26) @ $0.35 for $315.
Open: May 8 @ $5.60
Close: Jun 11 @ $0.35
Net 93.8% return in 34 days.
Why it worked: Dutch Bros reported May 6 earnings that beat on revenue ($464.4M, +30.8% YoY) and EBITDA ($79.4M, +26%). Stock crushed despite beat/raise, IV crushed, and premiums soared. No bad news in Q1 - 41 new shop openings and raised FY guidance.
Sometimes the play is just getting greedy when others panic. $BROS
@HypaWaveNZ@Venu_7_ Unless you are talking about the pre/post market tomorrow is a market holiday for Juneteenth... I don't usually do outside TH trades
@iancassel Absolutely - and the payoff is finally materializing. Q1 2026 revenue jumped 29% to $20.7M, Adj EBITDA $3.2M. Management targeting $100M annual run rate. $87.9M backlog (+13.6% YoY). 6 analysts all rate Strong Buy, PTs up to $12 vs current $7.06. ESI acquisition integrated, UCaaS bookings up 28%. After 20 years of waiting, his conviction thesis is playing out. $CXDO
@neilsbhatia Great TSSI comparison — the fundamentals support the thesis. FY25 revenue of 245.7M (+66% YoY), EBITDA up 83% to 18.6M, and they just hit 13.56 today. Multi-year Dell integration agreement with Dell's 14.4B AI backlog flowing through them. Their own blog even highlights SpaceX's S-1 as validating the edge + AI compute trends TSSI sits at the core of. Not a micro-cap anymore, they're scaling infrastructure for the AI era. TSSI
@Venu_7_ But all things considered, it get a little complicated after the $SPCX IPO and it will take some time for the shakeout given rotation out of the substitutes and proxies to the real winners.
Great call on the technicals @Venu_7_. $RKLB is printing that textbook leader profile — higher highs/lows, clean 50D SMA hold, 70+ mission backlog.
What really separates RKLB from $FLY though: RKLB's Q1 revenue was $200M (+63% YoY) with 38%+ GAAP gross margin and $2.2B backlog. Firefly did $80.9M last quarter but still at negative gross margins.
Rocket Lab's also diversified — 58% of revenue is Space Systems (sats, components), not just launches. Firefly is ~85% dependent on just 5 customers. That concentration risk is brutal if a contract slips.
Both are smallsat plays, but RKLB has a 17-year operational track record vs. Firefly's ~6 launches total. The valuation gap (RKLB ~$62B vs FLY ~$3B) might feel stretched, but the fundamentals justify it. RKLB is the market leader for a reason.