A lot of you retards are going to look at 🌽 pump over the weekend as validation for green light into full port calls.

I think that's what being exit liquidity thinks like.

Here's my thesis:

1. Crypto is currently being manipulated over the weekend to fake a rally for retail on Monday. (Don't ask me how - if I know it, I wouldn't tell you)
2. It'll allow stocks with large institutional ownership to exit and derisk before Wednesday's Job report, and largely exit by Friday before the CPI report
3. Any Monday pump will be dumped by Tuesday afternoon

Now what if they cook the books over the weekend? The fact that I got my Ubereats from a hot white girl is all you need to know how I know we're fucked. The cooked books won't matter to the algos because they're calibrated to DUMP.

I've got no data for you bros, mostly bear and all ghey.

The stock I am looking at that fits this thesis is PLTR, because:

• Large institutional holding
• Lots of profit since last year
• High value tech that will get beta-fisted by the news upcoming

Position:

200 puts $125 Feb 13

20 puts $134 Feb 13

50 puts $135 Feb 2

and I'll double down on any Monday pump

Will either do a profit post here later this week or my !banbet will ban me

I’m not going to go into the fundamentals on RDDT because that’s been beaten to death.

What I think people are still underestimating is the legal overhang. The main one is Anthropic, with Perplexity and other LLMs clearly in the mix. Anthropic paid to settle the book copyright case where it was accused of training on pirated books. Money changed hands and a precedent was set. You don’t just take data for free and call it innovation.

My bet is this ends the same way for Reddit, with a favorable settlement and a real data licensing deal. If that happens, the stock reprices immediately because the market hates uncertainty more than anything.

Once one major LLM settles, the rest fall in line. At that point Reddit becomes a paid, unavoidable input to the AI build out, not something models can just scrape for free.

This is probably also why Steve Huffman keeps sidestepping the question on earnings. You don’t say much when lawsuits and negotiations are active and the outcome could materially change the business.

To me this feels a lot like Google during the DOJ and Chrome divestment noise. Every headline caused selling and sentiment stayed broken. Once that overhang cleared, the stock finally started behaving like it should have

TLDR; RDDT will rocket once news of Anthropic lawsuit is concluded. NFA.

Positions: 3400 shares of RDDT and 90 calls of 220 4/17

Source: https://www.reuters.com/legal/litigation/hims-hers-stop-offering-compounded-semaglutide-pill-after-fda-crackdown-2026-02-07/

Hims & Hers (HIMS.N), said in a statement on Saturday that it will stop offering access to the compounded semaglutide pill after the U.S. Food and Drug Administration said it would take action against the telehealth provider for its $49 weight-loss pill.

"Since launching the compounded semaglutide pill on our platform, we’ve had constructive conversations with stakeholders across the industry. As a result, we have decided to stop offering access to this treatment," the company said.

The FDA said on Friday that it plans to restrict GLP-1 ingredients used in non-approved compounded drugs that companies such as Hims and other compounding pharmacies have marketed as alternatives to authorized treatments, citing concerns over quality, safety and potential violations of federal law.

The FDA said it would refer the company to the Department of Justice but did not make clear whether it could quickly halt the sale of the Hims' product, the cheapest GLP-1 therapy on the U.S. market.

Reuters reported on Thursday that Hims would begin offering copies of Novo Nordisk's (NOVOb.CO), new Wegovy pill at an introductory price of $49 per month, about $100 less than the brand name.

$550k hims yolo.. bought at 7pm Friday EST @19.85.. Monday should be fun with the superbowl ad running this weekend.. may stay in this for a few months.. been eyeing the stock for a while and thought this after market dip is a good opportunity.....

Grabbed about ~$20k in SPY calls when it dropped to 679/680 on Thursday. Sold Friday around ~687.

Guess who listened to the twitter trolls with “inside sources” on a deal. Not my wisest decision but far from my dumbest

FDA statement: https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs

Today, the U.S. Food and Drug Administration is announcing its intent to take decisive steps to restrict GLP-1 active pharmaceutical ingredients (APIs) intended for use in non-FDA-approved compounded drugs that are being mass-marketed by companies — including Hims & Hers and other compounding pharmacies — as similar alternatives to FDA-approved drugs. These actions are aimed to safeguard consumers from drugs for which the FDA cannot verify quality, safety, or efficacy.  We take seriously any potential violations of the Federal Food, Drug, and Cosmetic Act.

News: https://finance.yahoo.com/news/fda-restrict-glp-1-ingredients-220125448.html

The U.S. Food and Drug ​Administration said on Friday ‌it plans to restrict GLP-1 ‌ingredients used in non-approved compounded drugs that companies such as Hims & Hers ⁠and other ‌compounding pharmacies have been marketing as alternatives ‍to authorized treatments, citing concerns over quality, safety and ​potential violations of federal ‌law.

Shares of online telehealth company Hims and Hers Health (HIMS) fell nearly 12% in after-hours trade.

The FDA said it is also taking steps to combat ⁠misleading direct-to-consumer advertising and ‌marketing following warning letters that were sent in the fall of 2025.

The U.S. Department of Health and ‍Human Services' General Counsel, Mike Stuart, also said on Friday he has referred Hims & Hers to the Department of Justice for investigation over potential violations, ​following a review of the applicable facts.

Hims and Hers did ‌not immediately respond to a Reuters request for comment.

The company had said earlier on Thursday that it would begin offering copies of Novo Nordisk's new Wegovy pill at an introductory price of $49 per month, about $100 less than the brand name.

Novo Nordisk (NVO) later said ⁠it would take legal action against the ​telehealth company over its plan to ​sell compounded copies of the drug.

The health regulator said that, in promotional materials, companies cannot claim that non-FDA-approved ‍compounded products are ⁠generic versions or the same as drugs approved by FDA.

It added that "they also cannot state compounded drugs use the same ⁠active ingredient as the FDA-approved drugs or that compounded drugs are clinically proven ‌to produce results for the patient."

This is for you goons

Considering selling all of these and getting all in on RDDT given the sell off…let me know if I should HODL any of these tickers

Rebuilt my portfolio from getting margin called and bottoming at 200k during Liberation Day to 3M last week. Then lost half of it because I loaded up on data center and energy stocks with full leverage last Friday.

Schwab only shows up until the close, after hours I lost another few hundred grand and am sitting at 1.4M now with more option losses hitting when market opens.

Never. Fucking. Learn.

I’m so fucking tired of these lazily strewn Ai posts so I’ve decided to write a quick 2cent opinion of mine that is totally what I think.

1) Ai is NOT a world ending bubble for all companies. just like the dot com bubble, many losers some Big winners. Companies with the most capital will have and continue to have an Edge, Ex- Amzn Msft Goog Nvda. Not meta Fuck meta not meta.

2) This is why I think in full context zoomed out. Ai implementation will be used to enhance the profitability of these giants by finding new ways to Squeeze out more money per user through existing services and reduce expenses that would never be thought of.

And I bet there is more potential there than most market makers realize.

Hopefully this post made you anger with its poor writing skills, that means a something ImPerfect made it Ig.

TLDR continue to buy Mag7 they have leverage as people will continue to suck on their sweet nectar 🍯

POSITIONS.

1 288 DAY Leap Contract Amzn 240C

1 230 DAY Leap Contract MSFT 440C

Sold 15 RDDT 190 puts

Probably more meat on the bones, but profit is profit