u/Ankari ·
Reddit — r/wallstreetbets
· May 11, 2026 at 14:17
· ⬆ 15 pts
· 💬 14 comments
| View on Reddit ↗
AI Summary
Summary
The author argues that Lamb Weston ($LW) will benefit from a 700% spike in potato prices in April, which they believe will persist and boost the company’s profitability.
They highlight insider buying shortly after the disappointing earnings call as a signal that management expects better times ahead.
The post is speculative DD with some data (potato price, insider trades) but lacks deep financial analysis; quality is moderate – more noise than rigorous research.
Score15
Comments14
Upvote %89%
▶ Full Post Text
Listen up. Too many of us are euphoric because the market has given us a gift and trick us into thinking we're "smart investors" instead of degenerates.
TLDR; LW produces and sells potatoes. Potatoes spiked last month. I don't see the price coming down. Potatoes will make you money. I bought 20 Oct 16th $55 Calls.
Well, the universe has a way of testing our intelligence. Not to long ago, a post here showed how the potato market jumped 700% in April. All it did was generate more talk about semiconductors and whether or not your hands are made of paper or diamonds.
**Lamb Weston Holdings**
I told you. They produce potatoes. They freeze potatoes. They sell potatoes to the Wendy's you either work in or behind.
**April ER**
In their last ER call, they reported reduced profitability and constraints and future forecast and blah blah blah. Then whey did all the big wigs buy shares?
**Insider Buying**
https://preview.redd.it/zv8wc04uli0h1.png?width=1525&format=png&auto=webp&s=f8aab83be676c95a0277c487974631f0ed8bd70d
Just after the ER call you have huge insider buying. Why? Maybe they knew about the 700% potato increase in April because they're in the fucking business of potatoes.
**My Positions**
I bought them this morning.
https://preview.redd.it/negc9an6oi0h1.png?width=1080&format=png&auto=webp&s=64bc83f55cd9c2a1895ca151f43cf22b592c794d
Not financial advice. I'm just sharing my opinions.
Potato prices surged 700% in April 2026; LW is a major potato processor and seller. The price spike should improve LW’s margins and future earnings, especially after a poor ER that already depressed the stock. Insiders bought after the ER, suggesting they believe the downturn is temporary and that higher potato prices will boost revenue. Potato prices could quickly revert; fast-food demand may weaken; LW’s fixed-price contracts could delay margin benefits.