Calls
1
u/kick_1
Reddit r/wallstreetbets
Win Rate
100.0%
return
+6.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 18
$40.70
+6.9%
Six insiders bought $8.2 million in shares after the stock dropped from $96 to $34.50 due to margin compression and a secondary offering. The market overreacted to short-term EBITDA margin drops (18% to 12%), ignoring massive 114% YoY revenue growth and a strong $866m backlog. Buying the dip aligns with insider conviction and capitalizes on long-term infrastructure and AI data center growth trends. Margins may fail to recover to the projected 16-18%, or insider buying could be a false bottom signal (as seen in other tech stocks).
Six insiders bought $8.2 million in shares after the stock dropped from $96 to $34.50 due to margin compression and a secondary offering. The market overreacted to short-term EBITDA margin drops (18% to 12%), ignoring massive 114% YoY revenue growth and a strong $866m backlog. Buying the dip aligns with insider conviction and capitalizes on long-term infrastructure and AI data center growth trends. Margins may fail to recover to the projected 16-18%, or insider buying could be a false bottom signal (as seen in other tech stocks).
Construction & Infrastructure
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u/kick_1 has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: CDNL.
