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Started By
Message
Paging BB88: got a couple Monday morning duckies I need to spend.
Posted on 8/31/26 at 8:47 am
Posted on 8/31/26 at 8:47 am
What’s the moon shot this week? Other than LSU -10.5 since I’m already on that me
Posted on 8/31/26 at 9:02 am to SuperSaint
No idea for the week, but for the year, KRMN is a screaming buy IMO.
As is NVDA.
As is NVDA.
Posted on 8/31/26 at 1:20 pm to SuperSaint
Amfn
Bmea
ETA: did you steal from maw maw again
Bmea
ETA: did you steal from maw maw again
This post was edited on 8/31/26 at 1:22 pm
Posted on 8/31/26 at 1:54 pm to bayoubengals88
KRMN - I bought in after the Seeman Aquisition. Bad timing. I’m now Down from $61 but doubling down today. Help me!
Posted on 8/31/26 at 4:27 pm to ynlvr
I did the same and had a cost basis a little below $61. Doubled up today and now my cost basis is $51.25. Looking at it as an investment not a trade.
Posted on 8/31/26 at 4:48 pm to LChama
What date and strike price? I may do some tomorrow.
Posted on 8/31/26 at 6:07 pm to LChama
I’m out of the stock but have a couple of 3/27s
$45 and 50
$45 and 50
This post was edited on 8/31/26 at 9:37 pm
Posted on 8/31/26 at 8:04 pm to ynlvr
quote:just looking at the chart and the trend I’d wait until mid 30’s to buy this. If you miss it you miss it but a bad entry on that could be painful
KRMN
Posted on 8/31/26 at 9:32 pm to ynlvr
Posted on 9/9/26 at 12:43 pm to SuperSaint
AGX at $400. All day.
Posted on 9/9/26 at 1:17 pm to cgrand
quote:
just looking at the chart and the trend I’d wait until mid 30’s to buy this
Here we are
Posted on 9/9/26 at 1:28 pm to meeple
quote:Yup. Don't know what's wrong with defense right now.
Here we are
Sold out for a play on GRAB.
Posted on 9/9/26 at 2:14 pm to meeple
quote:here we are. If you like it it’s in a buy zone
Here we are
Posted on 9/9/26 at 3:11 pm to cgrand
Last time RSI was this low (20), it flew.
NFA
KRMN is trading at 6.4x forward revenue and growing at 56%
NFA
KRMN is trading at 6.4x forward revenue and growing at 56%
This post was edited on 9/9/26 at 3:12 pm
Posted on 9/9/26 at 5:03 pm to bayoubengals88
I bought a good chunk today purely on the RSI. I like their prospects also but the chart looked delicious.
Posted on 9/9/26 at 5:10 pm to bayoubengals88
quote:
KRMN is trading at 6.4x forward revenue and growing at 56%
only my opinion...
-still way overvalued
-still negative cash flow
-still deeply in debt
-that 56% growth is about half thru acquisitions, and much of that is cost-plus
-unlike for example VOYG, golden dome related revenues are falling
they'll need better numbers and quickly
Posted on 9/9/26 at 5:58 pm to cgrand
quote:
only my opinion... -still way overvalued -still negative cash flow -still deeply in debt -that 56% growth is about half thru acquisitions, and much of that is cost-plus -unlike for example VOYG, golden dome related revenues are falling
I’m starting to come around on your way of viewing this.
I’ll be selling calls into a relief rally, if we get one.
Thoughts on GRAB??
Posted on 9/9/26 at 6:12 pm to bayoubengals88
quote:none
Thoughts on GRAB
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