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7/7/25 - $ses - Still my fav R/R in battery
SES
, 1D
Long
SES: 7/7/25 - $ses - Still my fav R/R in battery
Updated 

7/7/25 :: VROCKSTAR :: NYSE:SES Still my fav R/R in battery - revenue is scaling - 1Q revenue tripled 4Q last year - mgmt's speech on last call was "15-25 mm" for 2025 - their software platform is ramping across core (EV/auto) OEMs and basically anyone (tier 1 battery co's) - if you look at their PnL R&D is 20 mm. that's what they're burning, really. and they...

7/9/25 - $envx - Friends tell friends the truth
ENVX
, 1D
Short
ENVX: 7/9/25 - $envx - Friends tell friends the truth

7/9/25 :: VROCKSTAR :: NASDAQ:ENVX Friends tell friends the truth - not a fan of Raj, seems inauthentic on one front... and tbh, that might seem "judgy". i've made my money on wall street reading mgrs in the first 5 seconds i meet them. i'd just not give this guy my money, that's all. it's my human LLM. - the company financials look ready to "explode" (mm in a...

7/9/25 - $flnc - Does the AES offer...
FLNC
, 1D
FLNC: 7/9/25 - $flnc - Does the AES offer...

7/9/25 :: VROCKSTAR :: NASDAQ:FLNC Does the AES offer... - AES *apparently* got a takeout offer y day (check stock px) - i'd believe it, as long as they don't get coreweave'd (*sigh*) - that aside, i can swear i was reading about grid scale M&A in my newsflow and Grok isn't helping tn - I think FLNC is super interesting given it's AES/ siemens ownership and...

7/9/25 - $dpro - PSA... rotate
DPRO
, 1D
Short
DPRO: 7/9/25 - $dpro - PSA... rotate

7/9/25 :: VROCKSTAR :: NASDAQ:DPRO PSA... rotate - saw some d00d shilling this - couldn't help myself - this isn't a company with a future outside M&A or restructuring - the meme move is simply what we've gotten in chitco's since the liquidity bottom in april - you do you - but friends don't let friends drive drones or PnL drunk V

7/9/25 - $sldp - Pass.
SLDP
, 1D
Short
SLDP: 7/9/25 - $sldp - Pass.

7/9/25 :: VROCKSTAR :: NASDAQ:SLDP Pass. - this thing just has kinda weak energy top line growth - maybe that changes - burns cash (which is "fine" - big quotes - if there's some real lift off on growth, which there's NOT) - my impression (change my mind) is this co got listed to create bag holders for the bag holders - not going to look at it much more closely...

7/9/25 - $ampx - Hrm. Got my interest.
AMPX
, 1D
AMPX: 7/9/25 - $ampx - Hrm. Got my interest.

7/9/25 :: VROCKSTAR :: NYSE:AMPX Hrm. Got my interest. - high energy, high power lithium ion warez for aviation etc. - i think what's most interesting are two things 1/ i first came across this in march '24 and said "not interested - bonkers valuation" and in some resepects... for a year... esp given mkt had been ripping, it was awful risk-on reward 2/ NOW, if...

7/8/25 - $qs - Pass. No thanks.
QS
, 1W
Short
QS: 7/8/25 - $qs - Pass. No thanks.

7/8/25 :: VROCKSTAR :: NYSE:QS Pass. No thanks. - Great story bro, company - Does this thing continue to ape higher a la meme market? idk idc - I think pre-revenue stuff can be interesting if there's clear visibility toward scaling revenue or the costs are contained, but let's be real... 4 years post de SPAC and this thing has just ""now"" turned the corner -...

7/8/25 - $srfm - Back to algebra for some...
SRFM
, 1D
Short
SRFM: 7/8/25 - $srfm - Back to algebra for some...

7/8/25 :: VROCKSTAR :: NYSE:SRFM Back to algebra for some... - welp. as a pretty well-versed trader/investor/speculator and "time spent-er" on NASDAQ:BLDE over the last years (no position currently), i've known chitco "comp" surf as well - of course V turned over this rock - and what i saw... was a bagel - as of my writing this today, it's almost hard to...

7/7/25 - $tsla - 20% position.
TSLA
, 1D
Long
TSLA: 7/7/25 - $tsla - 20% position.
Updated 

7/7/25 :: VROCKSTAR :: NASDAQ:TSLA 20% position. - that's the message... refer to prior msg "buying all dips" - u do u V

7/2/25 - $btcs - Given sbet and bmnr... this?
BTCS
, 1D
Long
BTCS: 7/2/25 - $btcs - Given sbet and bmnr... this?
Updated 

7/2/25 :: VROCKSTAR :: NASDAQ:BTCS Given sbet and bmnr... this? - 14,600 eth = 35 mm usd? and mkt cap is like 50... so that's another 1.5 mnav - it's even smaller, no options... and we see what low float stuff does lately - add to this the "comps" (quotes b/c this one is substantially smaller) like sbet and bmnr have run (and continue to run today) - nevermind...

7/7/25 - $eose - Spec punt long ~$5/shr
EOSE
, 1D
Long
EOSE: 7/7/25 - $eose - Spec punt long ~$5/shr
Updated 

7/7/25 :: VROCKSTAR :: NASDAQ:EOSE Spec punt long ~$5/shr - at $5/shr (-ish) you get a company that will be ramping the living daylights out of revenue into 2h - any battery tech that VST mgmt r referring to "domestic mfg" will benefit the entire sector, esp names like NASDAQ:EOSE w/ ample mfg and revenue already scaling - obv. if it *is* Eos, well, see u at...

7/2/25 - $corz - Have we forgotten...?
CORZ
, 1D
Long
CORZ: 7/2/25 - $corz - Have we forgotten...?
Updated 

7/2/25 :: VROCKSTAR :: NASDAQ:CORZ Have we forgotten...? - there's a possible deal happening here - btc is ripping and so your downside beta is probably somewhat stagnant from the deal bid - and then you just have natural rip on all energy/ hpc-btc complex stuff beta ripping - nevermind the actual announcement potential - bankers like to not work in july and...

7/3/25 - $bmnr - Imagine not selling $100k/ETH
BMNR
, 1D
Short
BMNR: 7/3/25 - $bmnr - Imagine not selling $100k/ETH

7/3/25 :: VROCKSTAR :: AMEX:BMNR Imagine not selling $100k/ETH - somehow your eth bag is worth more than BTC per token - and you're convinced it's going higher - anyone who's not using this liquidity to get light literally deserves what's coming, 100%. V

7/3/25 - $meta - Still a buy sub $1k/shr
META
, 1D
Long
META: 7/3/25 - $meta - Still a buy sub $1k/shr

7/3/25 :: VROCKSTAR :: NASDAQ:META Still a buy sub $1k/shr - reality is, why would you bet against zuck - his platforms are hitting on all strides. he is willing to internally build the best AI when he's falling behind by hiring the best talent and it is a LOT cheaper to hire for collectively $500 mm than say pay billions for a developed product and internalize...

7/3/25 - $sym - Crackhead central
SYM
, 1D
Short
SYM: 7/3/25 - $sym - Crackhead central

7/3/25 :: VROCKSTAR :: NASDAQ:SYM Crackhead central - it's almost laughable that i'm hedging my "risky" BTC, NXT, GAMB and OSCR/HIMS positions with - the most crackheaded stocks, QUBT, now SYM, CVNA - i'm really not sure if the chart bros will win this one - but given the risk/ reward merits stepping up a position here in an effort to offset any change in mkt...

7/2/25 - $exod - A buy probs but non obvi yet
EXOD
, 1D
Long
EXOD: 7/2/25 - $exod - A buy probs but non obvi yet

7/2/25 :: VROCKSTAR :: AMEX:EXOD A buy probs but non obvi yet - solid 20s+ % top line growth - excellent EBITDA mgns in the 30s and growing - mid 20s PE "good", esp when you back out the 200 mm or so they have in BTC and net cash... that puts you closer to high teens... "great" actually - but stock not catching a bid in this euphoria - perhaps this one is just...

7/2/25 - $sbet - Another way to juice sbet orange
SBET
, 1D
Long
SBET: 7/2/25 - $sbet - Another way to juice sbet orange

7/2/25 :: VROCKSTAR :: NASDAQ:SBET Another way to juice sbet orange - in this giddy money printer go brr expectation tape and back to ATH on the index, it's an interesting point to look for names where you'd own it... but where it might be non-obvious and where IV is high - as a point of reference, take $sbet. 1.5x mnav ETH treasury w/ some gaming ops, biggest...

7/1/25 - $oscr - Dip buying AH at mid 17s
OSCR
, 1D
Long
OSCR: 7/1/25 - $oscr - Dip buying AH at mid 17s

7/1/25 :: VROCKSTAR :: NYSE:OSCR Dip buying AH at mid 17s - stock running for good reason - NYSE:HIMS of insurance type - NYSE:CNC is pee'ing in the narrative, but NYSE:OSCR guide unaffected - I'd expect to pick up a MSD gain here - I have limits into the 16's tn where i'd rather own more V

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