Calls
2
u/HLMEHU
Reddit r/wallstreetbets
Win Rate
50.0%
return
-10.7%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 12
$4.83
-38.1%
Enovix passed 72/75 OEM smartphone requirements; only two cycle-life and one low-temp test remain. Close qualification completion plus manufacturing ramp hiring could re-rate the stock if Q2 shows progress. This is a catalyst-driven long into earnings, betting the market overprices failure. Qualification delays, weak cycle-life data, Fab2 yield issues, or customer concentration in Korean defense revenue.
Enovix passed 72/75 OEM smartphone requirements; only two cycle-life and one low-temp test remain. Close qualification completion plus manufacturing ramp hiring could re-rate the stock if Q2 shows progress. This is a catalyst-driven long into earnings, betting the market overprices failure. Qualification delays, weak cycle-life data, Fab2 yield issues, or customer concentration in Korean defense revenue.
Batteries & Storage
Long
Jul 27
$8.64
+16.8%
Fubo trades at 0.16x sales; Disney reimbursement reduces annual cost shortfall by ~$188M by 2028, and H1 EBITDA already hit $79M vs full-year guide of $80–$100M. The combination of a low valuation floor, imminent cost improvements, and high short interest (24.8% of float) creates asymmetric upside on any positive earnings catalyst. Long Fubo as a deep-value, catalyst-driven play — the market has not priced in the margin expansion from the Disney deal or the likely guidance raise. If second-half costs spike unexpectedly, earnings miss could trigger a short-term selloff; Disney deal execution risk; continued subscriber churn or competition.
Fubo trades at 0.16x sales; Disney reimbursement reduces annual cost shortfall by ~$188M by 2028, and H1 EBITDA already hit $79M vs full-year guide of $80–$100M. The combination of a low valuation floor, imminent cost improvements, and high short interest (24.8% of float) creates asymmetric upside on any positive earnings catalyst. Long Fubo as a deep-value, catalyst-driven play — the market has not priced in the margin expansion from the Disney deal or the likely guidance raise. If second-half costs spike unexpectedly, earnings miss could trigger a short-term selloff; Disney deal execution risk; continued subscriber churn or competition.
Gaming & Entertainment
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u/HLMEHU has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: FUBO, ENVX.
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
