Buzzberg Cup Live

u/redpillsbluepills

Reddit r/wallstreetbets
· tracked since Mar 2026
Calls
1
Win Rate
0.0%
return
-10.8%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
PL long -10.8%
Most Mentioned
PL ×1
Recent Calls
PL long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 100%
90d 0%
Average Return -10.8% Long Return -10.8% Short Return -
Average Return
7d -11.6%
30d +7.4%
90d -19.1%
Result
Result
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Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
PL Planet Labs PBC Planet Labs PBC
Long
Mar 20
$34.91
-10.8%
PL reported its first full year of non-GAAP profitability, 26% YoY revenue growth, and a $900M backlog (up 79% YoY). Massive RPOs ($852M) and inclusion in major defense contracts (like the $151B SHIELD IDIQ) lock in future revenue, while Google/NVIDIA AI partnerships offer massive upside. PL is a strong buy as it accelerates growth and solidifies its moat in defense and orbital AI infrastructure. GAAP net losses remain, revenue from government contracts can be lumpy, and the stock just popped 31% in one day.
PL reported its first full year of non-GAAP profitability, 26% YoY revenue growth, and a $900M backlog (up 79% YoY). Massive RPOs ($852M) and inclusion in major defense contracts (like the $151B SHIELD IDIQ) lock in future revenue, while Google/NVIDIA AI partnerships offer massive upside. PL is a strong buy as it accelerates growth and solidifies its moat in defense and orbital AI infrastructure. GAAP net losses remain, revenue from government contracts can be lumpy, and the stock just popped 31% in one day.
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u/redpillsbluepills has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: PL.