7/9/25 :: VROCKSTAR :: 
SLDP
Pass.
- this thing just has kinda weak energy top line growth
- maybe that changes
- burns cash (which is "fine" - big quotes - if there's some real lift off on growth, which there's NOT)
- my impression (change my mind) is this co got listed to create bag holders for the bag holders
- not going to look at it much more closely tn given it's getting late and i need to get thru a few more of these
- but high net cash is good - they won't be dunking on the market
- i just think the stonk px performance reflects the high-beta-high-meme sector (and there are honestly some good reasons some of the stocks worked)... but idk if i'd be paying up for this one
- sidelines.
V
SLDPPass.
- this thing just has kinda weak energy top line growth
- maybe that changes
- burns cash (which is "fine" - big quotes - if there's some real lift off on growth, which there's NOT)
- my impression (change my mind) is this co got listed to create bag holders for the bag holders
- not going to look at it much more closely tn given it's getting late and i need to get thru a few more of these
- but high net cash is good - they won't be dunking on the market
- i just think the stonk px performance reflects the high-beta-high-meme sector (and there are honestly some good reasons some of the stocks worked)... but idk if i'd be paying up for this one
- sidelines.
V
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