Reddit Posts
The Market Maker's Kryptonite: Civil Spoofing Exposure
$MIGI and $SING -- Watch these two stocks over the next two weeks
$Uber has gone from being a transportation charity to a lean mean cash machine.
BriaCell Therapeutics Corp. ( $BCTX ) reports unprecedented survival breakthrough in advanced breast cancer patients resistant to Antibody-Drug Conjugates (ADC).
$BCTX News : BriaCell Reports Unprecedented Preliminary Survival and Clinical Benefit in Antibody-Drug Conjugate (ADC) Refractory Patient Subset
Why COST calls might be the play today for earnings
$CAVA – DECEMBER SHORT PLAY (Potential Crash and/or Death Spiral)
$CAVA – DECEMBER SHORT PLAY (Potential Crash and/or Death Spiral)
$CAVA – DECEMBER SHORT PLAY (Potential Crash and/or Death Spiral)
$CAVA – DECEMBER SHORT PLAY (Potential Crash and/or Death Spiral)
$TGT Target Stock Surges (+16%). Earnings Smashed Estimates Even Though Sales Fell.
Mawson Infrastructure ($MIGI) -- Most Undervalued Bitcoin Miner Out There Based on Fundamentals and MW Capacity
What does everyone think about Chargepoint short seller squeeze?
BRC- Brady Corporation, company overview and valuation
🌱 Exploring Ethical Investing - A Comprehensive Guide 🌍
🚀🌿 Green Rush Chronicles: The Sequel 🌿🔥
Inomin Mines (MINE.V) is the most undervalued company in the world and is going to explode soon
Inomin Mines (MINE.V) is the most undervalued company in the world and is going to explode soon
Inomin Mines (MINE.V) is the most undervalued company in the world and is going to explode soon
Inomin Mines (MINE.V) is the most undervalued company in the world and is going to explode soon
SG Americas Securities LLC Purchases 26,910 Shares of MannKind Co. (NASDAQ:MNKD)
Any lads have insight on x4 pharmaecuticals
Congratulations to anyone who bought near the bottom of Carvana $CVNA
Target stock short or being devalued on purpose?
Vroom 2.0: The end game and the value this rough market has created.
Gamestop Reports $50.5 million Loss, Fires CEO, No Conference Call, Down 19% AH
Gamestop Reports $50.5 million Loss, Fires CEO, No Conference Call, Down 19% AH
🚀🚀 $XERS to the MOON - An Underrated Gem! 🚀🚀
Closing out $LPTV for the week with some news that came out this morning!
Back in the game: TRKA stock surges, poised to break $1 resistance
Dutch bros stock analysis and valuation - Could it be the next Starbucks?
Better Buy: HIVE Blockchain Technologies Ltd ($HIVE) stock vs. Hut 8 Mining Corp ($HUT)
Sumitomo Mitsui Trust Holdings Inc. increases its holdings in Toast Inc. ($TOST), investing in the future of restaurant technology.
Pro-capitalism economist [SG's Albert Edwards] warns it's gone too far due to corporate 'greedflation'
Beyond Meat stock analysis and valuation - A worthless company?
My report going into Carmax $KMX earnings
$MOR Strong day here as volume is escalating..earnings of late was a home run..
GameStop reports profitable Q4 results
GameStop Stock: Your looto play for tonight's Q4 Earnings
Allbirds stock analysis and valuation - On its way to bankruptcy (or acquisition?)
Considering my first major bond investment, would appreciate any thoughts and feedback!
Sweetgreen swings to gain despite earnings disappointment (NYSE:SG)
Carvana stock analysis and valuation - On a highway to bankruptcy?
Jerash Holdings - stock analysis and valuation - A company very few have heard of
SRMX January 19 2023 - Letter to Shareholders from CEO, Max C. Li
Tesla stock analysis and valuation - including DIY valuation
Gordon Johnson from GLJ Research believe the numbers TSLA reports are largely "fiction," resulting from aggressive accounting
NEW BUY RECOMMENDATION INVACARE CORP. OPPENHEIMER (REGIONAL BROKERAGE FIRM) MAINTAINS OUTPERFORM , BUT LOWERS PRICE TARGET TO $2.00 FROM $5.50.
Smart money and institutions see a huge potential in CAZOO stock to soar and it is also ready for a short squeeze !
Silvergate Capital, Jan $15 Puts are free money [Update]
17-Nov-22 (NYSE: A) Agilent Technologies, Inc. Valuation
17-Nov-22 Agilent Technologies, Inc. ($A) Valuation
Disney to Begin Layoffs, Targeted Hiring Freeze and Limiting Travel
$COSG News just crossed the wire! Coinllectibles to partner Art Seasons to participate in ART SG - Singapore's largest art fair in January 2023
Movado stock analysis and valuation - A company with great management
Tyson Foods stock analysis and valuation - Company with a lot of pressure
$TGODF/$TGOD Set to Merge with BZAM Cannabis to Create the Sixth Largest Canadian LP
Why you can make a killing on Activision Blizzard calls (or shares), even in this bear market
Put on your Pampers boys. Things are about to get sh***y.
Should I invest in Invictus Energy (IVCTF)?
Lululemon Stock Valuation: Overvalued?
PVH stock analysis and valuation - An undervalued company?
Here's the BBBY Business and Strategic Update released today
Here's the BBBY Business and Strategic Update released today
RIVN earnings tonight, grabbing 8/12 calls
RIVN earnings tonight, grabbing 8/12 calls
Why $SFT is thee short squeeze candidate after their newly announced Merger with $LOTZ..
Mentions
$WEN $CMG $PFE $NVO $CAG $UPS $TAP $SG $WHR $TGT These are for true investors, not the fiends looking for a 10% random gain on some news overnight. Patience is key at this stage we are in with this market Collecting dividends, DCA, and avoid swing trading between companies is the key for the next 5-10 years
So the interesting thing is that they sold the subsidiary behind Infinite Kitchen, Spyce Technology, to Wonder. Wonder owns Grubhub and has a legendary founder/CEO trying to blow up the ghost kitchen space. SG got a $100m lifeline and about a 1.2% in Wonder. They also retain licensing rights to the automated machines and get the right to purchase it at Cost + 5%. So as Wonder scales the tech, SG will disproportionately benefit. And yes, the meme angle is legit, IMO
This dumb fuck must of lost millions on SG.
Maybe weren't wrong about SG after all...😉
Not saying SG companies aren't just shells for end Chinese companies, but using human population numbers as a measure for AI chip demand at any given location is downright retarded.
Thoughts on SG and FISV?
SG Hater have never been to SG at the lunch rush or read their balance sheet.
Bought CMG, SG, and CAVA. Company asked everyone to come back to office 5 days a week.
For truly degenerate gambling, you can go with 15x leverage bull/bear warrants on indexes or single equities. 15xSPY on the Hong Kong exchange: [https://hk.warrants.com/en/cbbc/indicator/code/49853](https://hk.warrants.com/en/cbbc/indicator/code/49853) SG issues a whole bunch of these at various level of daily gearing for the discerning degenerate. [https://wholesale.banking.societegenerale.com/en/news-insights/glossary/certificates/](https://wholesale.banking.societegenerale.com/en/news-insights/glossary/certificates/)
WEN, CMG, SG Food is going through there recession already. WEN has a sweet 6.5% dividend SG has automated food CMG is the goat with how many stores they have
Certara $CERT * a biosimulation tech company to help bio companies with drug discovery * down 30% due to lower bookings due to Tier 1 customer hesitancy * CEO bought $200k * first purchase by any insider since 2023 and first-ever purchase by CEO Redwire Corp $RDW * an integrated space and defense tech company * down 30% because of missed earnings/rev and lowered guidance due to delayed gov contracts * CEO, GC, and CAO bought * insiders have bought a handful of times in 2025 and it's gone poorly Celsius Holdings $CELH * energy drinks * down 30% due to net loss and distribution challenges with recently acquired brands * president and director both buy * first insider buys since 2019 Sweetgreen $SG * fast-casual salad chain * down 30% due to slowing same-store sales * CEO and chief concept officer both bought * first-ever buy for both of them
AI ROI is real today; the investable question is unit economics and refresh cadence, not whether use cases exist. In our shop, a narrow LLM triage cut support cost per contact from 4.80 to 2.10 with 32% deflection and a 7-day sticky-close metric; document intake (OCR + rules) took claim cycle time from \~3 days to under 8 hours, with errors down from 11% to 3%. Coding assist lifted throughput \~25% without raising rework. On hardware, treat it like servers: plan 3-year depreciation, target 50%+ utilization, and assume 20–40% residuals on resale; paybacks penciled at 12–18 months when we batch/quantize and cache. Track cost per 1k tokens, GPU hours per resolved ticket/report, and margin per watt; under those thresholds, rent GPUs. We use Azure OpenAI for summaries and ServiceNow for workflow, and DreamFactory fronts Snowflake and SQL Server with RBAC APIs so agents can read/write without DB creds. For investing, watch power-constrained DC capacity, inference pricing trends, and who actually shows reduced SG&A from AI in filings. The real thesis is payback and utilization, not whether AI matters.
They gota take profits here to pay for CAVA and SG
Let my kid pick a stock last year and now I have to look at that very red FNKO holding every day. SG is the other one I don’t know what to do with at -70%.
You are better to buy puts on Semler Scientific SMLR they are also leveraged bitcoin play but unlike MSTR are way overvalued. They have basically gave up on their medical business and have secured financing to buy BTC above 100k and have excessive legal costs i have done some basic research see below Legal actions and expected cash costs - DOJ/HHS settlement: A large, near-term cash obligation (commonly cited around the low‑$30M range). Timing in late 2025 tightened liquidity precisely as operating performance was weakening. - Class actions and defense costs: Additional exposure likely in the mid‑eight figures when combining potential damages and defense/admin expenses. Even if ultimate damages land lower, cash defense costs are real and front‑loaded. - Merger-related litigation: Incremental legal spend adds friction to already limited cash resources, raising the aggregate legal burden. - Bear implication: Legal cash outflows arrive ahead of or regardless of operating recovery, creating forced liquidity events (BTC sales or financing) during unfavorable market windows. --- Bitcoin position and unrealized losses - Holdings concentration: BTC dominates the asset base; holdings scaled rapidly in 2025 via convertibles and ATM issuance. - Average purchase cost: New 2025 tranches clustered near the high‑$90Ks to ~$100K per BTC. That’s materially above long‑run Bitcoin acquisition averages seen at peers. - Current mark vs. cost: At BTC in the mid‑$80Ks USD, unrealized losses accumulate in the tens of millions (commonly estimated around $50M–$65M depending on tranche weighting and exact holdings). - Earnings impact: Fair‑value changes run through the P&L, adding volatility and potential headline risk when BTC trades below cost basis. - Bear implication: High-cost BTC plus fair‑value accounting amplifies drawdowns, weakens reported results, and increases the chance of selling into weakness to meet cash needs. --- Insider sales and governance signals - Insider selling: Management has filed and executed notable sales, including authorizations suggesting intent to reduce exposure. - Ownership concentration: Institutions dominate the float; concentrated holders can accelerate downside via block sales or reduced support. - Bear implication: Insider divestment during stress periods undermines confidence in near‑term recovery and increases perceived governance risk. --- Merger outlook and strategic execution risk - Likely failed merger narrative: Ongoing legal scrutiny, liquidity strain, and market skepticism point to low probability of successful, value‑accretive merger execution. - Integration and distraction risk: Even if a deal were pursued, legal overhangs and treasury volatility impair focus and balance‑sheet flexibility. - Bear implication: Without merger relief, Semler remains a leveraged BTC proxy with shrinking healthcare revenue contribution, limiting strategic optionality. --- Cash flow profile and liquidity stress - Operating revenue vs. expenses: Healthcare revenue trends are soft; quarterly revenue (~single‑digit millions) has been barely covering operating expenses (SG&A + R&D + COGS). - Cash balance: Around ~$10M mid‑2025, insufficient for legal settlements plus ongoing operations. - Debt service: Convertible notes at 4.25% imply ~$4.25M annual interest, paid semiannually (~$2.125M). With conversion far out‑of‑the‑money, cash repayment obligation persists. - Runway math: Combining operating burn, interest, and legal outflows yields > $50M cash need in H2 2025 into early 2026, far exceeding on‑hand cash. - Bear implication: Liquidity gap necessitates asset sales (BTC), further dilution (ATM), or expensive refinancing—each negative for equity holders. --- Debt structure and creditor dynamics - Instrument: Convertible senior notes due 2030, issued to fund BTC acquisitions, held by institutional buyers. - Conversion economics: Initial conversion near ~$76/share; with stock around ~$19, conversion is deeply out‑of‑the‑money. - Creditor options: Hold for coupon, trade notes at a discount if credit risk rises, or negotiate early exchanges/buybacks if liquidity tightens. - Bear implication: Equity is structurally subordinated to cash debt service; in stress, creditors gain leverage while equity faces dilution or forced BTC sales. --- Likely BTC sales to meet obligations - Estimated liquidation need (Jul 2025–Jan 2026): Roughly ~625–720 BTC at an average ~$86.5K price to fund interest, operating expenses, and legal settlement cash calls, assuming minimal external financing. - Sensitivity: At $80K BTC, sales rise toward ~750–800 BTC; at $90K BTC, sales could drop toward ~600 BTC. - Bear implication: Forced selling into weakness compounds unrealized losses, reduces treasury optionality, and may trigger negative feedback loops in reported results. --- Bear thesis triggers and monitoring signals - Near-term cash events: Confirmation of payment timing for large settlements; any 8‑K signaling added financing or asset sales. - Debt market signals: Pricing of the convertibles in secondary markets; indications of exchange offers or covenant pressure. - Insider and institutional flows: Additional insider selling; large holders reducing positions. - BTC price sensitivity: Sustained trading below the company’s blended cost increases P&L volatility and liquidation needs. - Operational traction: Any continued decline in healthcare revenue widens the cash burn and heightens reliance on treasury maneuvers. --- Counterpoints to pressure-test the thesis - BTC rally: A sustained move above the company’s blended cost (~$100K) flips unrealized losses to gains, improving optics and potentially enabling opportunistic financing. - Financing access: Successful, non‑punitive refinancing or sizable ATM proceeds could bridge cash needs without heavy BTC sales. - Legal resolution below expectations: Lower-than-feared damages or extended payment schedules reduce immediate liquidity strain. --- Bottom line The bear case centers on stacked liquidity stress: high-cost BTC with sizable unrealized losses, insider selling, a weak probability of merger relief, and legal cash outflows colliding with limited operating cash and debt service obligations. In practice, that means ongoing BTC sales, dilution via ATM, or costly refinancing—each unfavorable for equity holders unless BTC materially rallies or legal burdens ease.
Call spammers missed out on SG this week. Who knows if it keeps going
lol wrong… you’re taking the unadjusted price for SG&A of Super Major Oil companies like $OXY and $COP - the breakeven price for a smaller connoted producer like Vision is closer to $28 / barrel… in fact at times like this it’s a great time to buy oil wells for cheap and drive up production. Learn their model. The price you’re quoting is far more relevant to drilling a brand new well, that’s not what this is company is doing currently. And this company doesn’t own or hasn’t bought any brand new rigs. It is buying rig companies that come with revenue and with assets that are already paid off. Do some DD.
Lol enjoying paying 30% off interest debt, 60% off capex, 20% off SG&A, 25% off colocation That's $1.35 per $1 revenue The more revenue you make, the more you are in debt.
Made some good on SG, probably going to move it here. Weary about yhe ER though. The markets been a Shitshow lately
Sweetgreen was a trend. They heavily relied on office people coming in during lunch. Working in office will never go back to what it used to be. Less people can afford a premium salad and there are cheaper alternatives. Look at previous salad chains; Sweet Tomatoes, Saladworks, Green District, ect... They all filed for bankruptcy. Sweetgreen will be no different. Let SG die in piece and look at a different company to bet on.
Stargate SG1 needs a HD remaster. Yes I’m a nerd 🤓
SG and CRWV owner here. I belong here
I only need CRWV to double and SG to go up 300%. I’ll be good then!
Can anyone tell me what’s going on w SG AH?! I copped $20K worth on Friday so this AH spike better not be a blue ball
Just ate a SG salad. 950 calories. Am walking laps around local park (gonna do roughly 10 miles).
Good play! Up 10% today. Are you wishing you bought more? SG is talked about a lot in the value investing sub along with other restaurant recession stocks. CMG, PTLO, JACK etc… All down massively right now
$SG CEO just dropped $1M on his own shares. Short interest is 26%.
Can I nominate $SG? Salads are green. Money is green. That's the thesis.
$SG CEO just YOLO’d $1M into his own stock while shorts are sitting at 26%. Salad about to get tossed.
CRWV and SG. Let’s go!!!
$SG CEO just bought $1M in shares. Short interest is 26%.
$SG CEO just bought $1M worth of shares AND the stock is sitting at a fat 26% short interest.
Part of the turnaround thesis, need to open more stores (absorb SG&A costs) and margin expansion
Yes, based on the reports for their most recent Q2 earnings (for the period ended August 2, 2025), GameStop (GME) was profitable. Here are the key profitability figures reported: • Net Income (GAAP): $168.6 million (compared to a net income of $14.8 million in the prior year's second quarter). • Adjusted Net Income (Non-GAAP): $138.3 million (compared to $5.2 million in the prior year's second quarter). • Diluted EPS (Non-GAAP): $0.25 per share (beating analyst estimates). • Operating Income: $66.4 million (a significant turnaround from an operating loss of $22.0 million in the prior year's second quarter). This profitability was driven by a substantial rise in net sales and a reduction in selling, general, and administrative (SG&A) expenses. From Gemini
The chart looks like a nice entry point but the fundamentals sucks lmao : \- 3.4 leverage ratio \- Insiders sold hundreds of $K in the past months. \- Operating income negative for 2 years \- DOGE treasury. \- I'm ngl I don't even know where they are going to pull the cash to buy back the stocks since they only have $1mil in cash (which is kinda what they lose on a quarterly basis) and DOGE has been tanking this year. => note that my analysis might be flawed, I have not gone into the details of the financial and operational analysis. Have you got any other insights ? It looks like they deployed into +1000 facilities in june, but they still have a negative operating income in Q4. They are looking at a loss of 4mil in Q4, mostly coming from SG&A on Godel Terminal, but isn't that overblown ? That's where the play is imo, but then to be sure, I would need some market data / insiders informations. I really want to like this play but this is holding me back. It's on the watchlist tho.
Just keep selling call spreads on SG and CAVA. SPY is a duplicitous mistress.
You would think accounting, because it's so mathy and rules based, is entirely real and unsubjective. But I have found it is the opposite. Moving costs between departments/projects unjustly because it's legal and at the discretion of managers. Limiting profit margins by using tools like depreciation, estimates, overruns, backlogs, etc. Tricks for realizing (or not!) revenue in certain time windows for reporting purposes. Making up when to smear SG+A costs on departments/groups and when not to. Don't even get me started on "transfer costs" in and out of different countries. In other words, we have a goal to report x, figure out how to use GAAP to make it look like x. Also, maybe I'm stupid.
>You were right about the implicit authorization not being triggered by congresses silence. Ya... it clearly says it is not in Youngstown, but at least we can agree on that. >My original point still stands that Youngstown will be used to support the courts decision to uphold his tariffs, Of course, that is what they have said all along that IEEPA grants him tariff powers, which is what the whole case is about. I don't see the SG arguing anywhere that congressional silence has anything to do with this, do you? https://www.supremecourt.gov/oral_arguments/argument_transcripts/2025/24-1287_097c.pdf
That means lower SG&A, stocks go up!
SG was 45 last year about this time, lol
less than 1k shares just moved SG from 5.5 to over 6
Made good money the past few weeks selling moderately OTM calls on SG and CAVA. Might add CMG to the mix. Fast casual chains are toast for the foreseeable future.
Here is the link regarding Costco distribution: [https://www.linkedin.com/posts/the-barcode-group\_retailsuccess-falloutvibes-fromvaulttoviral-activity-7391904510757003266-e0MM?utm\_source=share&utm\_medium=member\_desktop&rcm=ACoAACFLX9IB0SgabcvwgRIC13kx9nzE8AQ-QOE](https://www.linkedin.com/posts/the-barcode-group_retailsuccess-falloutvibes-fromvaulttoviral-activity-7391904510757003266-e0MM?utm_source=share&utm_medium=member_desktop&rcm=ACoAACFLX9IB0SgabcvwgRIC13kx9nzE8AQ-QOE) To be honest, the previous CEO was a marketing guy, and I bought his hype about what they were supposedly going to do. The current CEO (who scaled Black Rifle Coffee in its growth phase) is as quiet and lets what they actually do speak. I have seen the orders coming in, the door count increasing, the product innovations being delivered on shelves, and SG&A dropping. My renewed excitement is based on results, not hype. If there is a way to find info on company happenings (LinkedIn, X, Facebook, investing forums), I find it. And everything I am finding recently is positive. I am confident the coming quarterly reports will reflect strong results, now is the time to get in before those come out.
SG. Bought shares so not too bad but still
Lets see, who's on the rip list tonight? TTWO, SG, SOUN so far
A modestly better quarter from Curaleaf with results ahead of expectations, modest growth, and some margin expansion, although underlying cash flow generation and balance sheet quality remain entirely reliant on their challenge of 280e obligations. The domestic business stabilized after several quarters of declines while the international business continues to grow (up 12% QoQ and 55% YoY) to $46M (the largest of any cannabis operator). Similar to others, their uncertain tax position is rapidly ballooning (now $510.2M) and their $95.3M in reported YTD operating cash flow is actually negative when you factor in those unpaid 280e taxes making the legal challenge top-of-mind. Looking ahead, Cura should continue to see growth in the international segment while the domestic business has few immediate catalysts outside of growth in NY and select store openings. Full review: **Revenue:** QoQ: $314.5M to $320.2M / YoY: $330.5M to $320.2M *Up 1.8% sequentially and down 3.1% YoY was better than expected ($317M), as the US business held stable while the international business grew 12% sequentially and 55% YoY to $46M. Cura opened 4 new stores during the quarter (2 in OH and 2 in FL), stared an MSA with a Maine store, and acquired the remaining ownership in Cura International (now 100% owned).* **Adjusted EBIDTA:** QoQ: $65.5M to $69.3M / YoY: $75.3M to $69.3M *Up 5.8% sequentially and down 8.0% from last year was also ahead of expectations ($66M), with margin up to 21.6% in Q3 from 20.8% last quarter (although down from 22.8% last year). Still behind most Tier 1 peers but good to see improvement.* **Gross Margins:** QoQ: 48.5% to 49.9% / YoY: 48.6% to 49.9% *Nice improvement here at a good level as management highlighted efficiency improvements.* **Operating Expenses:** QoQ: $149.3M to $155.7M / YoY: $151.3M to $155.7M *Increase here sequentially and YoY largely due to higher SG&A and SBC, offsetting margins gains to an extent.* **Operational Cash Flow:** QoQ: $6.7M to $4*8.4*M / YoY: $40.3M to $48.4M *As always, have to look at tax payments dynamics for proper read through. Adjusting for unpaid taxes, OCF was -$8.2M in Q1, -$20.3M in Q2, and +$9.4M in Q4 for -$19.1M YTD. CapEx spend was $16.6M and now $47.9M YTD.* **Cash:** QoQ: $102.3M to $107.5M / YoY: $90.0M to $107.5M *Positive OCF offset CapEx spend. Cura also paid down some debt with a new credit facility. Debt stands at $543.7M, Income tax payable of $19.9M, and now an uncertain position of $510.2M*
Who playing that $SG earnings today?
$LENZ Q3 Highlights & Risks The Good: - 90% awareness of Eye Care Professionals - 5,000 scripts (most happened in final two weeks of Oct) by 2,500 ECPs 40% of which have done repeated scripts. - Sarah Jessica Parker direct to consumer campaign starts in Jan 2026. - Enough cash runway for 2-3 years of current operations. - Non-ECP Doctors want to be able to prescribe. - Side effects and concerns with prior failed drug company Vuity are not being experienced. The Bad: - Overcoming the negative stigma of Vuity(prior company first to market with drug that had terrible side effects). - 5,000 scripts is a good start but nowhere near enough. To reach 1 billion in revenue we need to trend towards 1 million scripts per year. If they double scripts each month and hats achieved in 10 months. - Increase in SG&A expenses - gotta spend money to make money. Q3 obviously had one off expenses so SG&A moving forward will be slightly lower and R&D will continue to tapper down. The Other: - I have been anecdotally polling individuals that have used the drops to understand side effects and if they are happy or not and will continue using. - 70-80% are happy with the experience. - 50% have explicitly stated they will continue to routinely use the drops. I remain optimistic and will continue to add to my position at these prices. Wish me luck regards. -SCO
Guys here me out, a come back not many will expect. It’s true consumers are not going out to spend on pricy eating out food. Sweetgreen, $SG. People think it’s just saldas but it’s not, there are options for all types of eaters. It is indeed pricy, oversold for sure but also was overvalued last year and earlier this year. No I don’t have a position on this. Earnings are tomorrow, could be headed towards a new 52 week low. They haven’t had the hyper growth needed. At some point they will further more attention. This ain’t a wingstop that’s valued at over $200 a share, but there is potential
Absolutely. LULU, ONON, SG, CAVA, CMG all look like multibaggers rn
Any hope for SG? I bought that and UPWK, guess which one I sold early lmao
Revenue growth from the Ember partnership…, even though the biggest expansion news hit late in Q3, deliveries and shipments were already scaling, so we should see part of that impact in this report. Plus: they had already been trimming SG&A and improving manufacturing efficiency through Q3, which could improve gross margins slightly. Plus: they mentioned new contracts with RV and off-grid manufacturers in mid-year updates, so that could add a new revenue layer beyond Ember. Bonus: Federal incentives and tax credits. If any were realized in Q3, those could boost reported margins or offset costs.
Bruh I'm 8 for 10, let Black Charizard and others cook **1. Hims** – $28 → $60 *(Upward)* ✅ **2. Ethereum (ETH)** – $1,600 → $4.8K *(PT: $3K)* ✅ **3. Bull** – \~100% gain, free money arbitrage ✅ **4. Google (GOOGL)** – $156 → $185 → now $256 ✅ **5. Etoro** – $67.75 → $83 *(hit $79 breakout, missed by $4)* ⚪ *(+0.5/1)* **6. Oscar Health (OSCR)** – $14.35 → $22 ✅ **7. Bitcoin (BTC)** – $103K → $124.5K, 225K PT*(2-year play)* ⏳ ongoing **8. Upwork (UPWK)** – $13.5 → $17+ *(PT $20)* ✅ **9. Sweetgreen (SG)** – $8.21 → $6.30 ❌ *(got this one wrong sorry)* **10. Hims (Re-entry)** – $48.92 → $60 ✅ **11. Nebius** – $108 → $150 *(hit $140)* ⏳ *(+0.5/1)* ongoing **12. Snapchat (SNAP)** – $8.45 → $7.47 ⏳ recent, ongoing *(2026)* **13. Fly** – $30 → $23 ⏳ recent, ongoing *(2026)* **14. T1 Energy** – $4.50 → $3.70 ⏳ recent, ongoing *(2026)* **15. Meta (META)** – *Now*
HK and SG says "no biggie". Japs think WW3 has started.
On the call today they reported profit is down to 24.6% from 25.6%, but they still opened new restaurants and had sales growth of 1.9%. But the trend is that Chipotle, SG and CAVA are all down at the same time, which means is not related to CAVA but to the overall "healthy food" market. Unless we see some new guidance from young people buying more food from these locations, none of the stocks will go up. Which is a shame, because I am young and love to eat on these locations instead of killer greasy fast food chains.
Who else playing SG earnings today?
Exactly the whole sector is down. TXRH and SG too
If SG earnings are anywhere close to their estimate of -0.14, we’re shooting up until the end of the year.
$SG massively undervalued IMO
I mean... What did you expect? It's not a secret. The Indians preferentially hiring Indians over locals is well-know phenomenon across Canada, NZ, US, SG, etc. How do you think the locals feel when they see entire departments being staffed entirely by Indian when there is a rising unemployment and underemployment amongst locals? Also, a lot of 1st gen NRI make little to no effort to integrate into the culture they migrate to. You cant exactly expect the locals to be thrilled 😅
People might call you racist, but literally every single corporate person from SG i spoke to told me the same thing lol
Anyone have SG puts? How are they doing?
SG is also Thurs after hours. I bought calls so should tank
• Their operating margin is deeply negative — e.g., ~ -51.58% as of June 30, 2025.  • Their net profit margin (TTM) is about -49.10%.  Interpretation: Even though they sell product at a positive gross margin, operating costs (R&D, SG&A, manufacturing overhead, etc.) and other costs are so high that they’re losing about 49 cents for every dollar of revenue. You’re going to love holding this shit until it goes out of business or it trades sideways. A very supportive community will form where many conspiracies will be shared
$USLM Q3 * **Revenue +14.1%** in Q3 2025 versus Q3 2024 * **Revenue +19.8%** for first nine months 2025 versus 2024 * **Gross profit +21.1%** in Q3 2025 and **+29.2%** for nine months * **Net income +16.3%** in Q3 2025 and **+26.7%** for nine months * **Quarterly dividend** declared at $0.06 per share (payable Dec 12, 2025) * **SG&A +19.1%** in Q3 2025 and **+25.0%** for nine months, driven by personnel and stock-based comp * **Sales volume decline** to oil and gas services customers reduced overall demand mix “We are pleased with the Company’s continued strong financial performance in the third quarter 2025. Demand from our construction customers remained solid, supported by the construction of large data centers in the regions that we serve,” said Timothy W. Byrne, President and Chief Executive Officer. “Looking ahead, we anticipate a more mixed demand picture, with ongoing data center construction demand being partially offset by softer demand from some of the other industries that we serve,” Mr. Byrne added.
I got $50 calls exp next year. Hoping for some type of recovery. CMG / CAVA / SG all hammered since last ER.
Took loss and sold this dirty stock SG. Bad choice when we have so many good stocks in the market
Selling $BYND —> profit into $SG let the next leg begin
This is me with SG SWEET GREEN stock 😭😭😭
$SG the salad squeeze is coming
🥗 $SG – The Salad Squeeze Incoming 🚀 Thesis: Sweetgreen ($SG) is a beaten-down salad stock with huge short interest, real expansion plans, and a shot at a sentiment reversal. If it catches momentum, shorts might be forced to eat their greens. 🥗💥 Key facts: • 📉 Trading around $7.40, down \~45 % YTD • 🔥 \~23 % short interest (\~24 M shares short, \~4 days to cover) • 🏗️ Opening 40 + new stores in 2025, half with automated “Infinite Kitchen” tech • 💰 1.9× book value, low debt, solid cash balance • 🍴 Same-store sales dipped, but brand still cult-level strong • ⚙️ Automation + margin expansion = serious leverage if traffic rebounds Not financial advice — but this setup looks juicier than a $15 bowl and who cares for fake soyboy beyond meats anyways. Thoughts, degens? 🥗🚀
40% I mentioned was not the incentive, it's their cut from the ride! Say a ride costs $1, their cut is $0.4, that's why drivers hate them. And tipping is not a common thing in Vietnam, I always tip though. To be fair the scamming is not unique to Grab, happened on all platform but drivers told me BeGroup (the Viet one) bans u from the platform if u scam drivers at 2nd time. Grab doesn't seem to care. But they are the most popular platform, open the app and you see different promotions daily, I guess their partners also eat the incentive they give riders. That's why drivers still work for them: poor folks and students from nearby cities coming to SG to make end meet while attending college. Your positions are fine I think, especially those LEAPS, earning is more like lotto. I lost some with INTC today so I get it :D
Good time for SG leaps?
🥗$SG - The Salad Squeeze Incoming🚀 Thesis: Sweetgreen (SG) is a beaten-down salad stock with huge short interest, real expansion plans, and a shot at a sentiment reversal. If it catches momentum, shorts might be forced to eat their greens. Key facts: • Trading around $7.40, down about 45% YTD • Around 23% short interest (24M shares short, 4 days to cover) • Opening 40+ new stores in 2025, half with automated “Infinite Kitchen” tech • 1.9x book value, low debt, solid cash balance • Same-store sales dipped, but brand loyalty is still strong • Automation and margin expansion could flip sentiment fast Not financial advice — but this setup looks juicier than a $15 bowl and who cares about fake soyboy beyond meat anyways. Thoughts, degens?
🥗 $SG – The Salad Squeeze Incoming 🚀 Thesis: Sweetgreen ($SG) is a beaten-down salad stock with huge short interest, real expansion plans, and a shot at a sentiment reversal. If it catches momentum, shorts might be forced to eat their greens. 🥗💥 Key facts: • 📉 Trading around $7.40, down ~45 % YTD • 🔥 ~23 % short interest (~24 M shares short, ~4 days to cover) • 🏗️ Opening 40 + new stores in 2025, half with automated “Infinite Kitchen” tech • 💰 1.9× book value, low debt, solid cash balance • 🍴 Same-store sales dipped, but brand still cult-level strong • ⚙️ Automation + margin expansion = serious leverage if traffic rebounds Not financial advice — but this setup looks juicier than a $15 bowl and who wants fake soyboy beyond meat anyways.Thoughts, degens? 🥗🚀
From BYND to Sweetgreen($SG). Lets get it going! Its almost at alltime lows been beaten so bad and high short float.
Not looking lucrative but I just took a big position in $SG because I saw hot women eating there again
Time zone not convenient in SG, market open from 9pm-3am I plan to sell later today though
Thoughts on SG leaps?
Is anyone looking at SG stock? Is it a good buy?
SG is going to be $10 very soon
SG has finally awaken from the dead.
They could not be very profitable right now. Their gross margins are 8.5%, which is completely unsustainable. They need to somehow get their unit costs down substantially. Chipotle's gross margins are 23%. DPZ and QSR are 40% and 45% respectively. Even Cava is at 19%. I think SG is an interesting play, but they've been out there for a long time. I think I first went to Sweetgreen in 2017-2018, and they're still nowhere near profitability. When are they going to even be close to it? And not adjusted EBIDTA, just E.