
Sam A
3.7K posts




Where are the big $SRXH / $EMJX share count holders at?! Doing a math project this weekend and need your help. If you’re loaded up (and still loading 😅), drop a response or shoot me a DM! LFG! 🚀🚀



Kaz is selling $OPEN Q1 as a turnaround. The numbers say otherwise. Q2’25 (Wheeler): 4,299 homes sold, 4.4% CM, +$23M Adj EBITDA Q1’26 (Kaz): 1,921 homes sold, 4.4% CM, -$31M Adj EBITDA Same per-home margin. Half the volume. Negative EBITDA vs positive. The aggressive back half of ’25 writedowns weren’t necessary, they were a kitchen-sink move. Inventory got marked down hard in Q3/Q4, conveniently right after Kaz arrived, giving him cover to blame Wheeler while he figured things out. He still hasn’t. The 10% GAAP gross margin everyone’s celebrating? ~70bps is those manufactured writedowns flowing back out as aged homes sold accounting tailwind, not operational gain. Adjusted gross margin was 9.3%. That tailwind is largely spent. Q2 needs new cohorts to actually deliver 6%+ CM or the “structural improvement” story breaks. He took the writedown pain under Wheeler’s name and booked the recovery as his own. Same business, same margins, smaller book, no real turnaround. You guys can cheer all you want but it’s a bunch of BS coming out of @nejatian mouth. I’ll be out on any pump today as people attempt to spin this nonsense with him









@KelzRey21 im invested too but why did the stock go down when the earnings call was good?








🚨🇺🇸 Trump hosted the UFC fighters set to compete at the White House in June. Trump on Justin Gaethje: "A friend of mine. He loves this country so much." Topuria, deadpan: "Why are you giving the toughest test to a friend of yours?" The trash talk has officially started in the oval office😂





$IREN closing above $39.41 is the first step before reclaiming the momentum. Announcing energizing SW1 and a new deal this quarter is highly likely. Without that, I expect losing the 200DMA once again. I expect that this delay will come with special surprises, not just a deal like $MSFT.


@MrAdnanRashid Even if you are right about what shia believe in, what is the point of highlighting old differences which we all know about at the time of war against the Zionists That clearly means you are supporting #israel, you moron! Can't you see that? STFU now










