2/12/25 - $blde - Adding more

2/12/25 :: VROCKSTAR :: BLDE
Adding more

- last note in 11/18/24 spells out logic on valuation
- not much has changed, but the px went up substantially
- i get the sense ppl trade BLDE like their other profitless low bid low liquidity trash
- so on a day like today where it gets hammered, it feels more tape-related than fundamental, and i'm usually a buyer
- this is a name i've been incubating, but i'm not stepping it up in the PnL, looking to add more
- the TMDX association keeps me still less optimistic bc that's a dumpster fire and needs resolution and esp given it's a relevant link to the co's reputation etc. etc.
- so let's see
- but i like putting some of the heavy cash balance to work today

V