$Innovative Industrial Properties Inc(IIPR)$ 🚀🚀🚀 the ship is reversing to the moon

$Crocs(CROX)$  MASSIVELY undervalued. 7 freaking PE. Still growing. Highly profitable. Stocks trading at such valuation are usually facing declining growth. But Crocs isn't.

$Abercrombie & Fitch(ANF)$  Gross overreaction on a profitable and growing business. Deserves a buy

$Quantum Computing Inc.(QUBT)$ Quantum bulls, WHERE ARE YOU? I've said a couple of times before that QUBT is tr*sh. And gotten so much hate. Guess what? COMMON SENSE prevails Price is in free fall, and sneaky management might try to pull something again. I'm fading all the rises in this company

$Innovative Industrial Properties Inc(IIPR)$ Strong profitable REIT + temporary setback = $$ OPPORTUNITY $$ Here's the thesis: - main tenent defaults on rent which makes up about 17% of their revenue - price drops by over 20% - nothing fundamentally changes in the business, tenent can always be replaced   This is a no-brainer BUY The juicy dividend will only get juicier once they recover their revenue

$Quantum Computing Inc.(QUBT)$ has always been a dirty stock. Nevermind Quantum Computing. This coupled with the catalyst from: - Jensen Huang's comment - recent private sale of 8mil shares at $12.5 We're going to see the unwinding of QUBT bubble. At least down to $12.5. If I'm more daring, I'll call it at < $10 eventually. SHORT QUBT ALL THE WAY

$MicroStrategy(MSTR)$  This stock is a ticking time bomb. Bear thesis: 1) Their 'revolutionary' BTC strategy is a house of cards built that's reliant on the continued rise of Bitcoin. This bubble WILL burst, only a question of "when". 2) CEO – a shady character with a checkered past. A quick Google search will tell you all that you need to know. 3) Share dilution makes it a double whammy. Look at their share outstanding history. The only ones profiting from this are insiders and convertible bond investors. Shareholders will NOT profit.

$Quantum Computing Inc.(QUBT)$ Disgusting, dirty company. Tons of research exposing the schenanigans of it's management. Bear thesis: - ridiculous valuation by any standards - cash burning machine - shady history of jumping from hype to hype - management has questionable background - massive increase in shares outstanding (I think they are taking advantage of this situation to issue more shares) Even if you believe in quantum computing, this is not the stock to invest in. IMO one of the biggest short opportunity this year. It's literally a bubble waiting to pop.

$Crocs(CROX)$  Bull thesis: - high & stable profit margin - consistent share buyback - cheap valuation relative to both historical and industry average - debt being managed well - bears cite slowing growth + decline in HEYDUDE as a reason, but even with no growth, their high profit margin allows them to deliver returns via share buybacks I view this as a stable cash cow type of stock. Perhaps not delivering outsized returns like tech stocks, but definitely low risk of further drops