VROCKSTAR

VROCKSTAR

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

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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...

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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...

VROCKSTAR

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 -...

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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...

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

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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...

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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...

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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...

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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

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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...

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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...

VROCKSTAR

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...

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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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7/1/25 :: VROCKSTAR :: NASDAQ:SBET How I'm trading this - tl;dr, this is the first *larger* eth "treasury" attempts - while the world is focused on AMEX:BMNR today at 10x NAV, this sits quietly at 1.5x nav - there are two ways shareholders who would buy, say, at today's price would make an "eth yield" - 1/ co raises debt, converts, prefs etc. any flavor and...

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7/1/25 :: VROCKSTAR :: NYSE:WOLF Some ppl r not worth saving - go read the last comment - here we are again... people are somehow allowing the bag holders to exit at more than zero for the thrill of playing a losing game - not only has the company told you the stock is going to zero, they've made this clear a number of times - only reason to monitor these...

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7/1/25 :: VROCKSTAR :: NASDAQ:ARBK "restructure" 101 - when a company goes to "restructure" that's a euphemism for sending your shares to donut heaven - sign of the times. sometimes it's hard to imagine what goes thru ppl's minds or if they do literally even 30 seconds of "work" before buying things - just recently this happened with $wolf... which i was flamed...

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6/30/25 :: VROCKSTAR :: OTC:OSOL CRYPTOCAP:SOL is tokening stonks - so OTC:OSOL is osprey's SOL closed end fund - similar to OTC:OBTC that i talk about, the chart you see below is vs. the NAV e.g. this is currently at 17% discount to spot - and we know SOL will have an ETF this month - we see stocks being now tokenized on chain and SOL is the chain that...