https://preview.redd.it/nqx838t8ta2h1.png?width=1095&format=png&auto=webp&s=64cfa7af71599be0ed9e9e549ca3e81f21254639

I have to move things to next week early because I'm not around the next couple of days. Also this isn't a great week to do that as a lot of things are down significantly. But I'm going to try and maintain the 1%

Week 7: $573 on $53,800 invested
Week 8: $811 on $70,400 invested.
Week 9: $1093 on $103,450 invested
Week 10: $1040 on $97,400 invested
Week 11: $1077 on $102,800 invested.

I'll post this week's in the comments

last week's post:

https://www.reddit.com/r/TheRaceTo10Million/comments/1td415o/1_weekly_returns_from_options_week_11/?utm_source=share&utm_medium=mweb3x&utm_name=mweb3xcss&utm_term=1&utm_content=share_button

A stock can be worth following even if you’re not ready to touch it yet.
Those are honestly some of my favorite names to study.
TROO falls into that category for me.

Undervalued Stock $ALP (Alpha Compute Corp) with multiple upcoming catalysts. The two primary catalysts that I am aware of are the following:

1. Currently in the process of acquiring a majority stake in GAMEE which is due to be completed this month.
2. Recently signed $32.2M contract announced 6 days ago with a $7.5M upfront payment - Market cap is currently $7.71M at the time of writing!

Please do your own research. This is not investment advice but I will accept tips!

Introduction

In the following post, I will introduce you to a company that is changing the game of Lithium Extraction. I will not go too deep; instead, I will keep it simple and add links for further due diligence (DD).

LibertyStream Infrastructure Partners is a Lithium Extraction Company.
Lithium is traditionally achieved by hard-rock mining or evaporation pools.
More recent approaches include DLE-Direct Lithium Extraction.
Instead of waiting months-to-years for evaporation, they simply extract it using different methods.

Yet all of those methods include: permitting, expensive infrastructure, seismicity, and most importantly, years of work and capital.

Changing the Game

LibertyStream's approach is different and does not include any of the above. LIB simply enters an oil & gas wastewater facility and connects to their existing infrastructure.
In the Permian Basin, there are over 20 million barrels of wastewater being handled through existing, multi-billion-dollar infrastructure EVERY DAY.
That represents an opportunity of 200,000 tons per year of LCE (Lithium Carbonate Equivalent).
The current spot price for Lithium Carbonate is ~$30,000 per ton.

https://preview.redd.it/qov4d0rg1q1h1.png?width=1177&format=png&auto=webp&s=897fdd69d83ce3b56497e103592ce97e35eed68d

LIB designed a modular unit that can handle the ultra-small lithium concentration in this wastewater, engineering it so that it can easily fit into different sites.
How easily?
Just look at their actual timeline!

• Feb-9: LIB enters into a supply agreement with Select Water Solutions
• Mar-1: LIB assesses the first select site
• Apr-9: Announced Lithium Carbonate Production

Alex Wylie LIB CEO at the new Select site

Economics

A modular unit of 1,000 tpa (tons per annum) utilizing Gen-6 technology has a CapEx of ~$30M, while the OpEx per ton has been declared in the past as sub-$4K per ton.
Yet, Select Water Solutions performing pre-treatment as part of their recycling process-which is approved by LIB-should make the process even cheaper.
That unit will support 1,000 tpa at a premium price due to being domestic and independent of foreign countries.

Possible Revenue at different spot prices, Current Spot price is ~30,000$

Real numbers should come shortly as LIB plans to make the first site commercial soon after the coming off-take.

Execution

A few years back, when the lithium shortage became clear due to EVs, power grids, and AI, many operations set targets to go commercial by 2026-2028.
Billion-dollar market cap companies still suffer major delays, as setting up a new lithium mine is a very complex operation.

LIB, on the other hand, is in a different league. Having the infrastructure set up and using modular units supporting smaller volumes (compared to mines) is huge.
LIB has proved themselves to beat their timelines, acting as execution monsters.
They have already received third-party lab specification compliance for battery & technical-grade lithium on a commercial scale.

That is a huge milestone for any lithium producer; achieving battery grade requires consistency and very high purity levels that can take years to reach.

From LIB Investor presentation

Operations

LIB are operating in the Permian Basin and the Bakken Basin.

• Permian Basin
  • Partnered with Select Water Solutions.
  • Finished setting up the first commercial site.
  • First ton sale is set for June 2026, probably tailored to customer specs.
  • Announced at least another 3 sites by July 2027.
• Bakken Basin
  • Partnered with Wellspring Hydro.
  • Signed an MOU with Packet Digital to support their new Badlands facility for drone batteries.
  • Packet Digital and LIB received grants from the state of North Dakota for their goal of domestically sourced batteries for the U.S. Army.

Strategy

At least 85% of the current world lithium goes through China. As prices are surging due to growing demand and the Jianxiawo Mine closing, the expected shortage is even bigger.

Lithium sets the foundation for the EV, drone, AI, and solar grid industries for energy storage, and it is expected to be in a shortage in the coming years.

Domestic production is a national interest for the United States, and therefore, Packet Digital was just awarded $50M to support locally supplied batteries for the army.
LIB is set to be a major domestic lithium producer since there is almost no domestic production today, with a potential in both basins of up to 250,000 tpa.
Their growth strategy is setting up the first four sites and growing exponentially in the following years, as there will be non-dilutive capital to support this growth.

From LIB Investor presentation

Catalysts

• Off-take Agreements: The first ton sold will be part of a long-term off-take agreement expected by EOY.
• Conferences: LIB is appearing in a series of major conferences, reaching possible new customers and probably institutional investors.
• Institutional Investment: As the first ton is sold, it will become possible for many institutions to invest
• Exchange Uplisting: Uplisting to the NASDAQ/NYSE has been stated as a goal for the end of 2026 or beginning of 2027.
• North Dakota Expansion: The development of the future North Dakota facility.
• New Permian Deals: Another supply agreement in the Permian, as LIB is one of the only go-to options in lithium extraction at these specific lithium concentrations.

LINKS & DD's

• https://www.libertystream.com/
• https://substack.com/home/post/p-186424548
• https://substack.com/home/post/p-177817436
• https://substack.com/home/post/p-181482358
• https://substack.com/home/post/p-181482358
• Benchmark Analysis

This is what I’m trying to figure out. Sometimes lack of attention creates opportunity. Other times it’s simply the market correctly not caring.
Troops seems to sit in that gray area for me right now.
Curious if anyone has a strong bull or bear case.

1. $NVDA
2. $SNDK
3. $MU
4. $AMZN
5. $ASTS
6. $RKLB
7. $PLTR
8. $ONDS
9. $HIMS
10. $MSFT
11. $DRAM
12. $NBIS
13. $IREN
14. $ZETA
15. $AMD

Hey, I have about 4.5k to invest in. I am young so I want to be pretty risky/volitile so I’ve made a group of stocks and the amount I would allocate towards them. Any suggestions and or changes you would make?

NBIS -> $2000
RKLB -> $1500
RDDT -> $500
ASTS -> $500

Thanks for your time

Sometimes that’s the most honest position to have.
No strong conviction yet, just enough curiosity to keep monitoring developments.
TROO is currently in that category for me.

https://preview.redd.it/uky4t7ovt41h1.png?width=1113&format=png&auto=webp&s=5d427f84b015e5be2b36c22db2cb3d767dc8ccbc

https://preview.redd.it/1cvb3ymwt41h1.png?width=2052&format=png&auto=webp&s=42682648c2c2c0eb2ebfbffcd8dd4685e5395aa4

Rolling some today. Will decide on the rest in a bit. Since everything has shot up so much I might have less stocks invested in next week. Many of you asked for my exact prompt for Brokerbotics. Here it is:

find me 20 unique lowest risk puts to sell on stocks.
expiry: next week.
strike at least 8% from stock price.
return at least 1%.
sort by delta.
furthest away from stock price.
minimum strike price 10.

Here are results from the last few weeks:
Week 7: $573 on $53,800 invested
Week 8: $811 on $70,400 invested.
Week 9: $1093 on $103,450 invested
Week 10: $1040 on $97,400 invested

This week so far: $563 on $53550 invested. Will update in comments as usual.

This semiconductor market run is insane!! MU, AMD, SNDK have been growing like crazy and I genuinely don't know what to think anymore. Kind of sad I didn't get in earlier, but still have gotten some sweet returns. But I've been starting to wonder if people are just buying because everyone else is buying, because that's what it feels like right now. Nobody wants to be the guy who missed this huge opportunity and bought right before the dip. Since all the AI bubble speculation started I've always believed that it won't happen. The dotcom crash happened because those companies had no revenue. These chip companies have massive revenue and the AI demand is real and still growing. So basically It's not the same thing all over again. So I don't know what to make of it. Is this a legitimate multi-year run, or is is this all just a crash waiting to happen?

• What do you guys think?
• Also, i understand the reason this is happening, but maybe someone could explain it to me in detail. I'd highly appreciate it!

US Market Close Summary: Top Gainers and Losers | May 14, 2026

𝗧𝗼𝗽 𝗚𝗮𝗶𝗻𝗲𝗿𝘀📈
· Mainz Biomed N.V (QUCY): +318%
· Robo.ai (AIIO): +104%
· Antelope Enterprise (AEHL): +72%
· Fitness Champs (FCHL): +53%
· Velo3D (VELO): +49%
· Methode Electronics (MEI): +48%
· Bimergen Energy (BESS): +40%

𝗧𝗼𝗽 𝗟𝗼𝘀𝗲𝗿𝘀📉
· WORK Medical Technology (WOK): -59%
· Reviva Pharmaceuticals (RVPH): -56%
· Bitcoin Depot (BTM): -44%
· TriSalus Life Sciences (TLSI): -41%
· Intellicheck (IDN): -38%
· Sunshine Biopharma (SBFM): -37%
· High-Trend International (HTCO): -36%

For naysayers, check out my DD on Gopro and where it ended after it was published here.

**TLDR:**

INO ($1.37, ~$110M market cap) is surging on a confirmed **Andes hantavirus outbreak** aboard the MV Hondius cruise ship (multiple cases, 3 deaths, possible person-to-person spread). Inovio has the only clinical-stage DNA vaccine experience against relevant hantavirus strains (Hantaan, Puumala, Andes) via prior DoD/NIAID-backed programs. In a panic/funding scenario, this micro-cap DNA platform play could realistically hit **$50+** (30-40x) as the purest speculative vaccine stock — classic biotech moonshot with massive upside but high risk of fading if the outbreak fizzles.

---

**INO Due Diligence: The Hantavirus Outbreak Catalyst – Why $50+ Is Realistic in a Panic Scenario (May 2026)**

**Current Snapshot (as of May 8, 2026)**

- **Price**: ~$1.35–$1.37

- **Market Cap**: ~$110M (roughly 81M shares outstanding)

- **Status**: Micro-cap DNA medicine biotech with a clean but quiet balance sheet (cash runway into late 2026 post-recent offering). Lead asset INO-3107 (RRP) has BLA under FDA review with PDUFA October 30, 2026 — but that’s not why the stock is moving today.

The real driver right now: **A confirmed hantavirus cluster on the MV Hondius cruise ship** (Atlantic, originated near South America). As of early May 2026: multiple cases, 3 deaths, international passengers involved. Suspected **Andes virus strain** (the only hantavirus with documented limited human-to-human transmission). WHO, ECDC, and national health agencies are actively responding. Panic is building — exactly the setup that sends speculative vaccine plays parabolic.

**Why INO Is the Purest Hantavirus Play on the Board**

Inovio isn’t starting from zero on hantavirus. They have **actual clinical-stage data** — the only public company that does:

- **Phase 1 hantavirus DNA vaccine trials** (Hantaan/HTNV and Puumala/PUUV strains) using their CELLECTRA electroporation delivery system. Data showed the vaccines were safe and generated immune responses in humans.

- **2011 U.S. Department of Defense SBIR grant** specifically for a multi-vaccine DNA delivery device tested on **Hantaan virus** (a key hantavirus) and Lassa.

- Earlier NIAID- and U.S. Army-backed studies on Andes virus DNA vaccine candidates to prevent hantavirus pulmonary syndrome (HPS).

Inovio’s DNA platform + CELLECTRA was literally used in these programs. They have the patents, the know-how, the prior human safety/immunogenicity data, and a track record of rapid sequence-to-vaccine design.

**Hantavirus 101 – Why This Outbreak Matters**

- Rodent-borne normally, but Andes strain (South American) has shown **person-to-person transmission**.

- Hantavirus Pulmonary Syndrome (HPS) has ~38% fatality rate. No approved vaccine or specific treatment exists.

- A cruise ship cluster with international passengers = instant global exposure and fear. If it spreads or new clusters appear, governments will throw money at rapid-response countermeasures. Exactly like 2020.

**The Bull Case – Path to $50+ (37x from here)**