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$GME shrank hard, closed stores, and diluted holders, but margins, cash flow, and net cash improved. It's now an allocator story as @michaeljburry pointed out.

Amazing feeling until the inevitable crash where all correlations go to one. Will XRP still outperform on relative basis?

5/ Ethanol Tailwinds $ALTO Hasn’t Capitalized On - Record ethanol exports in 2024 - E15 expansion increasing domestic demand -SAF is a major new ethanol demand driver - Corn prices have dropped, improving producer margins $ALTO should be thriving, yet it continues to📉

4/ $ALTO’s Hidden Value: Breaking It Down Pekin, IL plant alone could be worth more than ALTO’s market cap ALTO trades at ~0.5x book vs peers like $REX (~1.1x) and $GPRE (~0.65x) An asset sale or full comp sale could unlock immediate value Activists want mangnt to take action.

1/🧵$ALTO: A Deeply Undervalued Opportunity with Strong Catalysts $ALTO trades at ~50% of NAV, and activists say it could be worth $6+/share, yet the stock is stuck around $1.60-1.70. Let’s break it down.

Adding fuel to the fire, $PBI’s short volume ratio hit 61.87% recently, with short int spiking to 12.03M shares. High short volumes indicate significant bearish sentiment, but they also increase the risk of a short squeeze if the stock price starts rising. (3/8) H/T @DOMOCAPITAL

$PBI Not being conspiratorial, but today’s price action seems odd. Keeping the stock under $7 is very convenient, as it prevents 9,700+ contracts from being ITM next week and getting a nice gamma ramp up going.

It did 🫠 the human brain is simply not wired for value stocks turned populist movements 😄