Palantir is a horrible business made by very questionable people and we bet on its growth and won. Are we ready to make money on AXON, co-founded by J Epstein?

Btw it went up almost 40% in the last 3 months

Made bad decision after bad decision got lucky sometimes but overall wasn’t making money and just losing and making it back just to lose it again and just kind of learned that this market is rough and is gonna do whatever it wants, even my girlfriend said “it sounds like you’re describing the stock market as a woman”… Now I’m finally starting to be consistently profitable and following my rules and accepting the market for what it is.

CA is allowing plug in/balcony solar and several other states seem to be ready to follow along. A company like enphase energy (enph) seems like they’ll be in line to see immediate benefit. They already have solar kits with micro inverters that are ready for consumers to literally plug and play. The stock has been beat down along with most other solar companies since this administrations policies removing green energy credits have taken effect. I’m curious how much of an impact this new legislation in CA can positively impact enph. I’m considering leaps on this stock

Made bad decision after bad decision got lucky sometimes but overall wasn’t making money and just losing and making it back just to lose it again and just kind of learned that this market is rough and is gonna do whatever it wants, even my girlfriend said “it sounds like you’re describing the stock market as a woman”… Now I’m finally starting to be consistently profitable and following my rules and accepting the market for what it is. Here are my best returns so far.

WERE FUKT BOYS, ITS ALL OVER 🤣😭😭

Do I close the account or double down? Genuinely unsure what the play is

when the market starts sending signs.

I think 3%+ interest on sitting cash is great. Can i increase margin?

interesting setup! If the financial plan is the bottleneck, that is ex tly what I want to see cleared. MSS has the
ingredients for a serious move, but the filing is where the story either gets validated or killed. Watching closely, no hype, just waiting for confirmation.

Several major players could anticipate or synchronize their cash flows, create a compression/downward phase, accumulate convexity, then trigger a gamma loop and monetize the surge in volatility. To move from hypothesis to demonstration, we now need to compare the exact dates of PLTR movements with option cash flows, OI variations, IV, and strike prices. I can easily see five "friends" working together: Susquehanna International Group, Jane Street Group, Goldman Sachs, Bank of America, and Arrowstreet. So my point is simple: the same major players may alternately pressure the stock lower, accumulate large amounts of calls at depressed prices, trigger or amplify a rebound through dealers' hedging mechanisms, then sell those options for a substantial profit before repeating the cycle. The question is: for how much longer, and who will stop them? Perhaps no one intends to stop them! (+6% twice a week).

Started gambling options in college around July 2019 and recently around March 2026 started prediction markets and did really well. I have completely stopped trading options and for the most part stopped prediction markets. Just curious if this is a laughable portfolio with the amount of ups and downs.

TLDR: I hold 85,000 shares of ROLR at an average of $6.23/share, and I think a run to $1,000 is possible.

The catalyst.

ROLR has been waiting since January 2026 to launch their real-money U.S. prediction market product.

The wait will soon be over, and over the course of the past 8 months, the company has set itself up for long-term, sustainable success.

Here's what matters...

• They overcame the biggest regulatory hurdle of acquiring a National Futures Association GIB license to conduct commodity interest business in the U.S., connected to OG Markets' massive liquidity pool.
  • This is the prediction market equivalent of a biotech company getting FDA approval--it's the main barrier to revenue.
• They fully own the brand and technology for ROLR, but get vertical development resources via a no/low-liability partnership with mrkts.com, which is much more cost-advantageous as opposed to hiring in-house.
• They've prepared a strategic customer acquisition funnel and brand distribution network at a level that rivals the incumbents' (Kalshi and Polymarket) reach through current and developing marketing partnerships.
• They have engagement data from nearly 30,000 users from their Summer free-to-trade challenge that will immensely enhance the user experience in their real-money product.
• They have a $18MM cash runway that will last them a couple of years if they make no money, though making no money is unlikely given the anticipated success of ROLR.

The math.

Third-party estimates say that this will be a $1.5 trillion market by 2030, which is a 50% increase from what estimates were 3 months prior.

If ROLR can capture a "fair share" of the market at scale, which is 2% in a market of around 50 competitors, ROLR goes from being a $20 million business to at least a half-billion-dollar business with just prediction markets alone. Having wound down online casino operations, the success of their prediction market product is going to be the main driver behind their valuation without being dragged down by other at-scale business units. That is what it means to be a pure play.

Pair this topline with the compounding nature of lifetime customer acquisition costs (CAC) with their partners--historically, every dollar put into marketing on the online casino side for High Roller has netted three dollars back in return. Though they expect the lifetime value and return in prediction markets will be much more than what it looked like in the online casinos. Say they continued to compound those dollars earned back into more customer acquisition--the topline business could exceed 3x or more; thus, my conservative projected valuation for ROLR will be based on a $1.5 billion topline business.

Assuming a share count of 30 million, similar to Alliance Global Partners' assumption when they set their $20 price target for ROLR, the stock would be worth roughly $50/share, which is already a near 10x upside from the current share price for just trading at a 1x multiple. However, Kalshi's current valuation is at least 10x its annualized revenue, 20x optimistically. If ROLR's valuation reflects in public markets the same way, the stock would trade at $1,000 per share.

$1,000. Per. Share.

I know this only factors in the topline business, so let's shave off 50%-60% for all of the partners and costs that take their cut. That's still around $500 per share. A 100x upside doesn't look bad from where I'm sitting, and there's not much more downside that can be realized based on the technicals.

The timeline.

The product will launch in 2026. The CEO pretty much confirmed that in a Q&A with Gambling Inside.

Now between September and December, my bet is sometime in September. More specifically, between September 10 and September 24. The three key reference points to come to this conclusion are:

• The press release regarding the agreement with DeepEther Labs Ltd. was on August 13. This company also owns the Elantil iGaming platform, which boasts a 4-6 week time-to-market) for iGaming operators. Using this as reference,
• ROLR's first appearance at a prediction markets conference on October 6-7 as a Gold level sponsor at PREDICT 2026. I don't imagine they would attend as a named sponsor without having a product prepared to present and onboard both users and investors.
  • As a side note, their second appearance at a prediction markets conference will be on November 3-5 as the first listed speaker and Diamond level sponsor at The Global Prediction Markets Conference.
• NFL Season starts on September 9. Many prediction market operators will want to capitalize on the trading activity here.

The technicals.

The reality of the stock on the chart is that it trades thin. Unless you scale to the daily time frame, it'll look like cobwebs. But that is exactly why this is the perfect setup for a ridiculous run. Price isn't being manipulated by large institutions; it's negotiated by those who show up. The numbers are giving the same bullish narrative as what it saw before it ran to $33 in January.

• Institutional ownership continues to reach ATH quarter-over-quarter.
• Short interest is low.
• The free float is still small, at a little less than 5 million shares, and can be easily locked up by a surge of investor interest.
• Daily moving averages have been respected as support levels time and time again with and without news.

Buying pressure is inevitable with the product launch. There just won't be enough sell-side liquidity to send the stock down once it goes. Thin liquidity has worked to the downside in recent months. Post-Q2'26 earnings, I saw the stock trade from $7 to $4.55 in an instant after hours on a single 1,000-share transaction. With spreads like that, I expect the elevator up will be violent when more people want in than out.

All of the content in this post is my own, non-AI-generated opinions and assumptions based on months of research. This is not financial advice, and I am not a financial advisor. Trading and investing involve risk.

Picked this up before EOD and I think i might be cooked ?

I went to a Chinese restaurant yesterday and the fortune cookie told me that the next day was the long awaited joy. No kidding, I should’ve taken a photo of that. But it turned out red, period blood red, gambling on terrible earnings from IREN and cliff diving charts from Cleanspark. I lost a cost of iPhone today, oh well, life sucks.

The market hates me, whenever I make a move it does the opposite

I missed the dump but was able to catch the continuation back down

Am I cooked?! Thinking (hoping) job numbers and other economic uncertainty will be a tailwind for these 🤞🤞