May. 16 at 6:05 PM
While I’ve greatly reduced my risk to these six (ARHS, IBRX, ONDS, SOFI, UBER, WU), leaving a few high conviction trades on the table, I’d be remiss for not adding
$EVGO being as bullish on the name as I am.
Will establish 2028
$1 LEAP calls (I’m frugal) w/a B/E around
$2.20.
Set it & forget; might be +5X play.
While still bullish I’m going to pass on
$GENI $SRAD $CHTR &
$LUMN (all great trades at current setup); I might circle back once we get a better outlook on 2H26 but for now the RvR/ROI favors EVGO on Dollars vs Returns.
5X might like a stretch but the street’s CY estimates range from 1-2X. 5X is conservative; my best case is 6X over 2yrs or
$3B MCap.
