Calls
1
u/CapAggravating784
Reddit r/stocks
Win Rate
100.0%
return
+11.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Sep 11
$34.50
+11.9%
The author notes VCX opened at $34.40 versus a last filed NAV of $21.70, a roughly 1.6x premium, and that a $1B at-the-market offering was announced the prior day. Because an ATM lets the fund sell shares whenever the stock is hot without a board meeting or press release, the author argues steady supply can hit a stock already 60% above NAV, potentially doubling the float given $650-700M in net assets. The cited precedent is DXYZ, whose ATM has been pressuring its premium for months. Main risk implied is that the premium could persist or the fund may not lean into the ATM as aggressively as expected.
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u/CapAggravating784 has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: VCX.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
