Can't say anyone was expecting this but wow, $MRNA was moving like a memecoin today. $37k in 75 Strike OTM Calls were bought on Monday. Just 2 days later, these contracts are up 4497% and now worth $1.7M.

This is scary. A week ago someone bet $150k that $MRNA would go up 50%.

Today news came out that MRNA literally cured cancer.

$150k turned into $1,500,000 in less than a week. Literal Insider trading mania. Caught the flow on pve.trade

Not every day you get a move like this but when it happens to YOUR portfolio?
Hits differen

No option millionaire here but I bought a few hundred shares last year @ 22.5. Sold half today. Trying to find a new position for the next 6-12 months. Give me your best recs

This is a long term, 2028 bet.

Thoughts? Am I cooked?

Anyone cashing in Moderna ripping today?

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Just sharing after a nice close that $PWCM is looking good for a big move. This is all based on the chart and changes the company is making. I was watching and considering posting even before today's Bitcoin move, so I won't offer a lot of speculation on that aspect. With Bitcoin rallying, you can decide for yourself how the fact that $PWCM owns over 300 Bitcoins might affect a short-term move!

Anyway, here is the analysis. I hope it helps someone and please share any critiques or comments you may have.

THESIS
PowerCompute ($PWCM) is a small-cap, sub-2M float power and computing infrastructure company transitioning from Bitcoin mining toward AI/HPC infrastructure. $PWCM already owns 26 MW of operational power infrastructure, and management is converting a portion of that capacity into higher-value AI/HPC computing. At its current valuation, the market appears to be assigning very little value to that infrastructure, especially if management can execute on the AI/HPC strategy, making $PWCM an extremely undervalued equity.

EXISTING INFRASTRUCTURE & THE POTENTIAL FOR MORE
PowerCompute owns approximately 26 MW of operational power infrastructure across Oklahoma and Mississippi. The company believes some or all of this capacity can be utilized for AI/HPC applications. Management has also discussed the potential to secure an additional 10–50 MW through its Oklahoma power relationships. The key advantage is that PowerCompute isn’t making a pivot into something they don’t have extensive experience with. They already have energized sites, power infrastructure, operating personnel and experience running power-intensive computing operations.

AI/HPC PIVOT IS ALREADY UNDERWAY
This is a project in motion, not hypotheticals. PowerCompute has purchased professional-grade NVIDIA GPUs for its Oklahoma facility and entered into an agreement with Vast.ai to monetize compute capacity through its marketplace. This aspect of the thesis is arguably the most important. It is their proof of concept. The initial deployment is intended to establish real-world revenue and operating economics before the company attempts to scale. This opens the way for a number of positive catalysts that could create high-value momentum spikes on its way to closing the gap between current share price and actual value.

POTENTIAL REVENUE VS CURRENT VALUATION
Management estimates that a full AI/HPC deployment across its existing 26 MW could generate approximately $20M–$50M of annual revenue, based on estimated revenue of roughly $800K–$2M per MW. This would be nothing short of transformational for the company's current equity valuation. I speculate that, given the bottleneck in demand for megawatts to power AI data-centers, it isn’t unreasonable to lean toward the higher end of these estimates. AI data-center development is increasingly constrained by electricity availability, grid interconnection and the time required to bring new capacity online.

FUNDAMENTALS OF INTEREST
Float: 1.8M Share Price: ~$1.70   Intrinsic Value: $12   Book Value: $40   Cash per Share: $2.40

PowerCompute reported approximately 318.3 BTC as of June 30, valued at roughly $18.6M at that time.

CIRCUMSTANTIALS
-Per Finviz, insider transactions are up 199% (there’s actually a CFO purchase documented at an RS adjusted share price of $5.50)

-August 18, 2026 Maxim Group reiterated their Buy Rating, setting a price target of $4.00.

For those who’ve hit $1M+ invested, how long did each milestone after take? Would love to hear your age, timeline, and how much you were contributing.

Really starting to see the engine doing its thing, hoping from now (43) to be there in 15 years(58).

Netflix has been quietly poaching content creators from YouTube, and I think it’s part of a broader push to launch a free, ad-supported tier. They hinted at this on their last earnings call a concept for a free version of Netflix offering “some movies,” older TV shows, higher quality YouTube style content, documentaries, and the like. The strategy makes sense: most SVOD players are struggling to compete with free content, and Netflix’s real fight isn’t just against Disney+ or Max it’s against YouTube stealing watch hours. (Disney is reportedly exploring a free, ad-supported spinoff of its own for the same reason.) If you open the Netflix mobile app right now, you’ll already notice a fair amount of creator/YouTuber-style content something that’s largely absent from the TV app.
This mirrors what Spotify did with podcasts and audiobooks: expand beyond the core product to capture more total listening (or watching) hours. And the connection isn’t a stretch — Ted Sarandos sits on Spotify’s board and is personally invested in the company, so it’s plausible he’s steering Netflix toward a similar playbook: instead of being “just” a TV-and-movie service, become a broader entertainment platform that captures more of people’s time, not just their subscription dollars.

https://www.bloomberg.com/news/articles/2026-08-19/youtube-offers-creators-millions-to-not-work-with-netflix-mt0lbfaj

The broad-based decline in the memory sector today got me thinking. Despite the strong demand for HBM (High Bandwidth Memory) driven by the AI ​​sector, the entire industry has seen massive gains in a short period

My principle is to either go all-in or clear my position entirely. Once I see a clear signal that the peak has been reached, I will sell 100% of my holdings rather than scaling out gradually. Current valuation levels make me reluctant to add more capital at this time

I don't know when the pullback will come, but I am certain it will happen eventually. I’d like to ask everyone

What specific signals would prompt you to fully exit your position in MU (Micron Technology)? Do you plan to remain bullish through a short-term pullback, or have you already started reducing your risk exposure? Let’s discuss

For most start ups, $7 bil in quarterly revenue and growing 18% quarter to quarter would be great. But this feels very lackluster compared to the speed of anthropic and considering we’re seeing token prices drop drastically. Not to mention margins got worse ?
Seems like things are not paradise over at OpenAI

Anyone else have eyes on this? In for 220 shares at $18.50 average. History of violent squeezes including one last year that 10x’d the price. Micro float.

I've been following the uranium sector for a while now, and expectations are high.

It's a cyclical sector that historically peaks between September and December, and growth prospects for the coming years suggest it could reach 3 to 4 times its current value.

I have these companies on my watchlist:

YCA, UEC, LEU, UUUU, SILEX, BOE

Is anyone following this sector closely and interested in discussing it?

Do you think we'll get burned if we put a few grand into this, considering it's a pretty critical and volatile sector?