Mike Romano

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Mike Romano

Mike Romano

@MikePLTR

Katılım Kasım 2017
729 Takip Edilen1.6K Takipçiler
Finance with Zaram
Finance with Zaram@ChizaramNelo·
Do we Canadians buy $VFV.TO or we convert CAD to USD to buy $VOO because they basically track the same thing 🤔
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Mike Romano
Mike Romano@MikePLTR·
No one understands what’s coming… $PLTR
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Kevin Xu
Kevin Xu@kevinxu·
which stock should i not go all in next?
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Hims House
Hims House@himshouse·
🚨 $HIMS - NEW STORY IN THE WASHINGTON POST
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RonnieV
RonnieV@TheRonnieVShow·
Imagine the housing market starts to recover... $OPEN Four Year Base Retest.
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ILRedAlert
ILRedAlert@ILRedAlert·
Trump reposted a Fox News reporter’s tweet quoting Iranian President Masoud Pezeshkian saying Iran is ready to assure the world it is not seeking nuclear weapons or regional instability.
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ssj2abid
ssj2abid@ssj2abid·
The $OPEN stock went from ~$1 to $11 and is now ~$4.50. The business has never been in better shape and the stock is 60% cheaper than its recent peak. Kaz has been CEO for 8 months. Look at what has happened in that time: → Cohort margins went from negative to 6%+ (best in company history) → Contribution per home: $4,000 → $17,000 → Aged inventory: 51% → 10% in two quarters (overall market sits at 33%) → Gross margin at 10.0%, the best since Q1 2022 → Fixed opex halved from $66M to $33M, headcount from 4,800 to 1,042 → Adjusted opex down 25% year over year → Contracts ramped from 120/week to 655/week, a 5.5x increase → Homes turning 3x faster than the market Products launched in 8 months: → Velocity OS, the rebuilt AI pricing engine that powers everything → Mortgage product live in Colorado, expanding to ~40 states by Q3 → Cash Now, More Later and Cash Plus (now 35% of volume) → Agent integration via RealScout with 100,000+ agents → Doma acquired for title and escrow in-house (5 hours to 15 minutes with AI) → Audrion acquired for AI talent → Coinbase CEO hired as President Forward guidance: → Q2 2026: EBITDA breakeven, 6% contribution margins, 25% revenue growth → Q4 2026: Adjusted net income positive → As of April 1st, EBITDA profitable on a 12-month go-forward basis All of this in the worst housing macro in a decade. And the macro is now showing signs of improving with pending home sales at the highest level since September 2022. The business today is materially better than it was at $11. More products. Better margins. Higher volume. Clearer path to profitability. Insiders are buying with their own money at these levels. When the people building the company are putting their family's cash into the stock, it might be worth paying attention. Just a thought. I've increased my position significantly during this pullback. When the business is getting better and the stock is getting cheaper, that's not a problem. It's a transparent opportunity. Patience and conviction. nfa, long $OPEN 🏠
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Trav
Trav@hypergrowth102·
30% of people are obese in Canada with studies suggesting 70% are overweight. This is not a small market. $HIMS
Trav@hypergrowth102

🥵 $HIMS

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Hims House
Hims House@himshouse·
$HIMS NUMBER OF TRANSACTIONS PER WEEK IS UP ~40% vs 3 MONTHS AGO 🔥 We updated the methodology of our U.S. revenue model to account for Hims' strategic shift from compounded to branded GLP-1s Here's our new Q2 revenue prediction + data tracker: (link below)
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Shay Boloor
Shay Boloor@StockSavvyShay·
@MikePLTR All my other holdings have ran so much in 2026 that $ONDS is no longer in top 10 😅
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Shay Boloor
Shay Boloor@StockSavvyShay·
TOP 10 GROWTH PORTFOLIO POSITIONS 1. $RKLB | Rocket Lab 2. $AEHR | Aehr Test Systems 3. $SOFI | SoFi 4. $IONQ | IonQ 5. $ASTS | AST SpaceMobile 6. $OSS | One Stop Systems 7. $NVTS | Navitas 8. $SITM | Sitime 9. $SYNA | Synaptics 10. $CRDO | Credo Technology
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Mike Romano
Mike Romano@MikePLTR·
Current portfolio: $TSLA $PLTR $IREN $HIMS $SOFI $ONDS $OPEN I have to move my RRSP so I’m currently considering selling out of $TSLA in my daily account and going with a pure long term play by adding to $TSLA biweekly in a RRSP for years to come. Would also free up quite a bit of cash for me to dive even deeper into my remaining 6 stocks! 🫡
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Mike Romano
Mike Romano@MikePLTR·
Just finished listening to this interview from $SOFI @anthonynoto Incredible! So excited to continue investing in this great company. Future is definitely bright! @CeoOndas you need to get on this podcast! $ONDS
Basis Points@basispointpod

$SOFI "Does it bother me the stock is down as much as it is year to date? Yeah, it f****** bothers me a ton. At the end of the day, we're being held to a high standard. I've accepted that responsibility and I'll work my butt off to make sure we deliver on it."

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Basis Points
Basis Points@basispointpod·
$SOFI "Does it bother me the stock is down as much as it is year to date? Yeah, it f****** bothers me a ton. At the end of the day, we're being held to a high standard. I've accepted that responsibility and I'll work my butt off to make sure we deliver on it."
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Pio
Pio@piovincenzo_·
$IREN is going to $500 (bookmark this) Not only is it a data center company, it also has a very strong Bitcoin mining business There has been nonstop bullish news for the last year The only negative comments you see are from impatient retail investors Thing is gonna send
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Sleuth 🔎
Sleuth 🔎@YoYInvestor·
🚨 BREAKING: $ONDS IS A PRELIMINARY ADDITION TO THE RUSSELL 2000 INDEX 🚨 Ondas has officially joined the preliminary Russell 2000 list as of today, 5/22/2026. Joining the Russell 2000 index is a major milestone that increases institutional visibility, liquidity, and long-term investor awareness. Inclusion can mean: • Increased exposure to institutional investors • Potential buying from index funds & ETFs • Higher daily trading volume • Greater credibility in the public markets • Expanded analyst and media coverage • Recognition of growth and market-cap expansion Congratulations @CeoOndas and team! $RUT $IWM
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