Useful $FPC interview covering Horne 5 economics, permitting progress, and next steps.
Would you watch the permit, funding plan, or partner potential first?
Disclaimer: Not financial advice. Do your own DD.
Hey guys,
I hold 500 shares at an effective cost basis of 40 because I entered with covered calls struck at 52.5 usd expiry March 2027.
Given that Pypl been holding up pretty good recently in the market I think it’s the next auto zone if you are willing to hold 5 years+. That’s why I entered with a covered calls even if my shares get called away I would net a nice 31.25% return in 9 months. Plus dividends.
The management is buying back the shares aggressively and I literally can’t see the price stay this depressed in the next couple years.
I strongly think if your time horizon is 5+ years then this can give nice 20%+ annual returns. What do yall think?
From an overall portfolio management perspective this stock can certainly act as a safe part of the portfolio. Ofc, not as safe as SGOV or SCHO but there is not much downside left at this price level.
The other such stock I think is LYFT. If yall think Uber is undervalued I’d say LYFT is even more undervalued. They are also buying their shares back pretty aggressively and growing good. For options enthusiasts, one nice think about LYFT is that it has very good IV so entering with a covered calls struck ATM about 6 months out would be optimal. I hold 1000 shares of LYFT with calls struck at 15. My effective cost basis is 12 on LYFT because of the covered calls. Even if it explodes I’m happy my sharing being called away with nice 25% gain in 6 months
As of the latest quoted market data from the supplied draft, MRAM traded around $28.94, down sharply from recent highs but still far above where the stock began its 2026 rally. The stock has become one of the most controversial small-cap semiconductor names of the year as AI-memory hype, defense demand and short-seller pressure collide.