To The Moon

$Crocs(CROX)$  The board has approved about $1.3 billion of share repurchases. This represent over 22% of their market cap. This essential guarantees improvement on their per-share metrics (PE/PB/PFCF). I will take guaranteed growth over uncertain growth any day.

$Trade Desk Inc.(TTD)$  Fast growing, highly profitable and cash flow positive. Now at a better valuation - this is a huge BUY

$Palantir Technologies Inc.(PLTR)$  All in PLTR It's going to MOON

$Crocs(CROX)$  Crocs falling on tariff news. Here's why I think the market is wrong: - Crocs source only 28% of their products from China. This pales in comparison to other retailers where they can source 40%+ from China - Their industry leading margins gives them room and flexibility to swallow the tariffs without the need to pass on cost to consumers Out of all the retailers, Crocs will be the one that will be least affected by tariffs

$Unity Biotechnology(UBX)$ NO REVENUE, NO PROFITS, PRICE SOARING?!? This is a classic short sell trade. I'm going all in to 1

$Innovative Industrial Properties Inc(IIPR)$ 🚀🚀🚀 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