BoltEdge ⚡️ (@Edge_Bolt) header
BoltEdge ⚡️ (@Edge_Bolt) profile picture

I trade my own book and post every move. Charts, thesis, losses included. Equities | Options | Market Alpha

Florida, USA
Joined May 2025
$CRDO I’m going to go out on a limb here and say CRDO is the next to make a “APP like” move. I called applovin days before it made the huge move, didn’t hold through all of it though. I won’t be making that mistake again @chiptomunk @twils1211
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1,071
$CRDO at $116: • FY27E rev $2.5B (+87.5%)
• Adj EPS $6.31 (+82%)
• 18.4x FY27 P/E, 13.9x fwd
• 11.8x fwd EV/EBITDA
• 68% GM, 50% net margin
• Net cash, ~$827M est FCF Rule of 100: 87.5% growth + 33% FCF margin = 120 ✅ ~62% off ATH What are you doing?
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$APP Recovered 200WMA 👀
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$APP This is the most obvious opportunity in the market. Second goes to $CRDO . NFA, position ⬇️
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$APP Daily reminder we are still trading at 12.58 forward P/E. If you have any belief in the success of this company you would be buying here.
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$APP Show me your balls. @chiptomunk
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$APP I’m curious to how APP won’t work here at 12.1x forward price to earnings ratio? Hearing good things about their growth this quarter too.
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$APP Bought today Grab your nuts
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$WULF $65 price target, stock currently at $11.68. What do they know that you do not? Hand over fist buying zone here. NFA
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$NBIS Don’t be that guy.
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$CIFR $WULF $IREN $NBIS My family checking in on me when they ask how my week was in the markets:
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$IREN $NBIS $WULF $CIFR Like this if you bought the dip today, I need to know who my comrades are, I will follow you back. LFG…. I bought more on every name.
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$CIFR I’m about to start doing calls for December. Don’t care, this is absolutely irrational. Markets can stay irrational longer than you can stay solvent. But I will take the chance at these levels, it’s known for rallying back 50% in weeks after a drawdown btw.
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$CIFR Just an FYI, know what you own or are planning to buy.
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$IREN $CIFR $WULF I’m still here. Added more CIFR today at 10.85 and 11.10. Patience will pay here. Deep value.
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$IREN $CIFR $WULF This is how it feels to be a DC/neocloud investor right now. They keep shaking the tree, I keep buying.
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$CIFR So if you are selling here, you are selling to me and institutions. We will be glad to pick up your shares.
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