Torpedo

$NKE BTO 202 Jan 2028 $40C for $10.80 apiece.

@_bigpap I can reveal at expiry!

@OriginalTorpedo Please share with the class!

$PLBY I know something about the calls from yesterday.

This 2-hour Stanford lecture breaks down how models like ChatGPT and Claude are actually built, clearer than what many people in top AI roles ever get exposed to. Save this and set aside two hours today. It might end up being the most valuable thing you learn all week.

$VITL Buyback in place. Perfect opportunity for $CALM to take this out.

$VITL $15+ by Friday.

$VITL BTO 200 April 17 $12.5C for 50c.

Yes!

@sandyOconnor1 Yes, that's correct!

@OriginalTorpedo 1.5 million shares would put you as #4 of institutional investors, ahead of BlackRock and Morgan Stanley?

$PLBY I hold over 1.5 million shares at an average price of ~80c. I haven't sold a single share.

$PLBY When this becomes marginable at $3.00, I will be adding 250,000 shares.

$PLBY Under the radar. Hardly any eyes on this.

$PLBY This is all the ingredients for a dramatic meme-fueled run-up. The fuel is there. Just needs a spark. $GME $AMC $OPEN $VSCO $MSTR $BETR $CVNA $TSLA

$PLBY The next meme stock? $GME $AMC $OPEN $BYND $CVNA $DNUT $GPRO $BETR

$PLBY I wouldn't be surprised if some of the licensees are buying equity stakes.

$PLBY There is no limit to the number of premium deals/jurisdictions/categories that can be signed. We have just started the run-up.

$PLBY Adding to my position here. Easy double from here.

$PLBY going to $3 from here. Give it a couple of weeks.

Regardless of what folks think of $PLBY mgmt., it has become obvious that they are laser focused on de-levering the balance sheet. What are we left with? One of the most recognized brands in the world in an asset light licensing model with a retail call option. Undervalued.

Really struggling to get a bid. Isn't it clear that $RDDT is the input for AI? Look at their financials. They are going to make more than +$1B of FCF this year.

Got a fun one today - We're live at 1 Market in SF counting down to Super Bowl LX with some special guests on @HalftimeReport. Joe Montana and Joe Theismann are talking ball and business... don't want to miss that, along with the investment committee on the tech takedown