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J.J.
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J.J.
@jayjayGoFast
Prescribed AZ sports fan. Side effects include dizziness, insomnia, feelings of despair and anguish. But support the home team anyway. Ezekiel 25:17
Scottsdale. AZ Beigetreten Haziran 2011
2K Folgt1.7K Follower

You could buy 100 shares of $SOFI right now for $1,715.
Or you could buy the $20 call LEAP expiring January 2028 for $560. Same 100 shares of exposure. A fraction of the capital. Nearly two years of runway.
The trade:
Strike: $20
Expiration: January 21, 2028
Premium: ~$5.60 per contract
Breakeven: $25.60
If $SOFI hits $35, this LEAP returns ~168%
If $SOFI hits $40, this LEAP returns ~257%
If $SOFI hits $50, this LEAP returns ~435%
Buying 100 shares at $17.15 and watching it hit $50 is a 191% return. The LEAP more than doubles that.
Why I like the setup:
- $1B+ quarterly revenue
- CEO bought $1M in stock on the open market
- Banking, lending, investing, and crypto all under one roof
- Stock is down significantly from highs
- 672 days to expiration gives the thesis time to play out
The most I can lose is the $560 premium. The upside is multiples of that.
That's the power of LEAPs.
NFA DYOR

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@YoYInvestor Earnings are the only thing that matters I think but which seems really weird to say because in this earning season every time a company is supposed to get earnings. The Stock went the other direction. I don’t know. I can’t figure it out!
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$ONDS Here is the truth:
Ondas has accomplished more in less than 3 months than most small cap companies could only hope to accomplish in an entire year.
But Ondas is only up 6% YTD.
In my opinion, there is a major disconnect between business momentum and stock price right now, and I think this changes after earnings on Wednesday.
Not financial advice!

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J.J. retweetet

@stockseer Yup $12 is that big number might take another couple months
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$ONDS after tomorrow’s Quarterly Expiration $ONDS should pop higher and challenge the so-called ‘Gamma Wall’ at 12. Then ideally breaking higher as guidance is enhanced with a better grasp of Ondas .. and ONBERG .. roadmaps ahead. If there’s a short-squeeze it could occur thereafter or as ONDS approaches 16 or so in time. My view for now.. and the Mistral deal is really not too well understood my many as that makes Ondas a ‘Prime Contractor’ as the US Dept. of War considers orders. They already have blue list and BLOS FAA permission. We hold and added on every dip for about a year and envision higher double digits.
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@TheAZsportsfan1 It’s always a lot easier to buy stuff than sell stuff
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Monti Ossenfort is incapable of negotiating I’m convinced
Adam Schefter@AdamSchefter
Trade: Panthers are trading veteran QB Andy Dalton to the Philadelphia Eagles in exchange for a 2027 seventh-round pick, per sources.
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J.J. retweetet

@jayjayGoFast 45,000 shares ONDS
82,000 shares DPRO
15,000 shares HIMS
10,000 shares PDYN
8500 shares AMPX
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J.J. retweetet
J.J. retweetet

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open.substack.com/pub/stonkchris…
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@JoshTradeOption That’s been happening all year this earnings season. Makes no sense!!!
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11 hard reasons $ONDS is one of my biggest positions right now:
1. Raised $1B in January 2026, pushing pro-forma cash to $1.5B+. War chest is loaded.
2. FY25 revenue came in at $47.6–$50.7M. 23% above prior guidance. Beat and raise.
3. FY26 revenue guidance reaffirmed at $170–$180M. That’s 3–4x growth in one year.
4. Long-term target: $1.5B+ revenue and $15B+ market cap by 2030. 
5. Backlog surged 180% to $65.3M  in under 2 months. Demand is real.
6. Merger with Mistral adds direct access to $1B+ in DoD contracts; army, special ops, federal agencies.
7. Palantir + World View partnership locked in; AI-enabled multi-domain ISR across stratosphere, air, and ground. Active work already underway.
8. BIRD Aerosystems acquisition adds airborne missile protection and ISR to the stack.  NATO-facing. Combat-proven.
9. Positive EBITDA from operating businesses expected in H2 2026.  Profitability incoming.
10.5 analysts. “Strong Buy” consensus. Average price target $19. That’s 70%+ upside from current levels. 
11. $ONDS has climbed ~1,276% over the past 12 months and the thesis is still early.
$ONDS to $20 minimum.
-BP
Note: This is NOT financial advice.

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J.J. retweetet

@BurnsAndGambo @BurnsAndGambo I hear you on broadcast the total free throws for Booker BUT total game FTs don’t tell what we all see.
Late-game whistle tell the truth — and Booker trails SGA, Giannis, Luka, Embiid in 4Q FT attempts.
He simply doesn’t get a “superstar whistle.’”
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