BoxLongs

$RBLX whatever happens on EPS, a gap down whisper miss gets bought by long term money. They cant afford to miss the move to 1B DAU if builderman is right.

$BIGC profitable SAAS businesses that tap into the explosion in asset / transaction growth of Defi are going to see massive Re ratings. This should be an obvious theme into 2026. #bullish

$BIGC RR is tremendous. Self funded SAAS growth into a massive market. This company will grow many times over. Great set up. Fair value at least $20 / share.

$BIGC is down 97% from its fomo peak and 94% from the very hyped day 1 high IPO price. It’s a positive FCF partner-focused ecommerce platform in the midst of a transtion back to growth and asset light self-service model. Bigcommerce has a new CEO from Accenture who has led 2…

$RBLX is a rad platform. Next stop 200M DAU. so early still- so many haters in hedge fund land.

$CDLX a bet on these 2 and also Amit Gupta who has a real time view on multiple trillions in transactions. Can we make some Mula !!!!!!!! If they take it back to $100M cap gotta build it.

$LDI will be 2x beta of $RKT during next rate cycle. For now they keep kicking the can stay in the game.

$LDI CEO continues to lean into the bid. another ~ 267K shares sold today at $2

$CDLX earnings call on 8/6 has taken on much more importance than normal. Given what has transpired in the past few days w former high fliers that are down 99% seeing explosive growth in volume + attention. Now is the right time to revisit every broken story. Some of these names…

Here is Part 2 of my $CDLX bull thesis. Part 1 is linked in the followup post for convenience. Cardalytics has a massive advantage in AI research and development👇 Nicolas Torzac recently joined Cardalytics to lead AI. One of the world’s most highly regarded researchers on…

Meme stock mania is a great gift we get in the market every few years. Unlike crypto meme coins, most of these stocks have intrinsic value but are down 99% off peak. It’s mostly a catch up move. Fueled by frantic short covering. Which is a key dynamic we don’t see much in crypto.

Competitors have done serious damage to GoPro over the past several years. There have always been talk in influencer circles that there’s an intentional attack by Arashi Vision and DJI to fud GoPro. Like those “Overheating” stories. Full Newsweek article: newsweek.com/exclusive-how-…

A bet on $GPRO is a bet on American innovation and domestic security. Not only does Arashi Vision steal GoPro IP, but a recent Newsweek investigation tied Insta360 founder/ President to the Communist Party of China. And warned US military and NASA that it may be getting spied on.

$rkt if / when this real estate market gets sorted out- going to be an epic move. so much pent up demand

$RKT is a buy tomorrow. You can ride along with ValueAct. Top of the 1st inning. RE market is frozen. When the Fog of war clears. These price levels will look like an incredible bargain...

$RKT best part of this massive new financial powerhouse is the cost cutting. block and tackle to dramatically higher eps. still have not seen proper analysis on all the combined assets with costs out. eps revision cycle UP

$LDI should have a big catch up trade to $RKT. arguably a better target, given industry consolidation and need for permanent CEO leadership in a rapidly consolidating industry post $RKT $RDFN $COOP. $LDI has been lagging based on liquidity forced sales. fair value is much higher

$RKT 73M shares short

$RKT gotta be an arb blowing up ?

$RKT through $17. lift off after hours