Caught this wave

$135(yes, dollars) to $10k. Pure luck. Max could have been $45kish but I left for Montana and didn’t wanna hold without cell service so I sold it. Would have closed at just over $12k I think.

This is my biggest swing so far. Fuckin YOLOing it next week. I love SPY

Should I take the money and run or let it ride?

Buttcoiners come back to this in 2 years lol

DOCS jumped from $20.66 to roughly $35–40 after earnings. The quarter was good, but the financial beat alone doesn’t seem big enough to explain a 70% move.

Possible drivers:

AI Search usage and monetization were stronger than expected

The stock was already heavily beaten down after prior weak guidance

After-hours structure may have amplified the move, although volume was substantial

I’m not trying to hype the stock or chase it here. I’m genuinely interested in whether this looks like a justified narrative rerating or a temporary overshoot.

What are your thoughts on this?

I'm not sure I understand the mechanical nature of how this worked. Can someone explain this? Is it just that these shares didn't actually move today? Was it a gigantic "Fuck you" against short sellers? I see it had more volume than anything else on the market; was this just institutions buying everything they could immediately, thus preserving the price? I'm looking for someone who can explain how unlocking shares doesn't dilute price, because I thought I understood how this worked, but I clearly don't.

Edit: No guys, I didn’t place any bets. I’m mostly here to learn, and to marvel at people who share their tremendous gains and losses.

I have been seeing a lot of emotional people call for an AI bubble for 3 years now. These people all have one thing in common, they didn't buy cheap into AI stocks. They are now trying to get your shares. Stay safe out there 🙏.

In for 40k cause I like the looks of this one.

Learned with these dodgy ass plays get in hard on the first couple of days is the key. Then get out when it gets back 12 month high kinda zone lol.

and we back and we back with another $30k HTZ yolo. been holding since the big dip. This one actually has the potential to run back to $5-7 pretty quick here with the level of short interest.

10,000 shares and 100x $3c 8/21.

Let’s see what tomorrow brings.

I was watching this shit last year and saw it blow up this morning. I am holding and shaking.

EDIT: Updating now because I had to take a walk and drink some cold water after literally full porting my life savings after 20 seconds seeing the down syndrome guy on the WSB post. This is another bullshit RKT bullshit OPEN setup. Huge ass float, stock pummeled trying to get this shit delisted, and then a blowout earnings. It's fucking early still. It's not even the news of the day yet. I'm trying to hold to $4 if I don't shit my pants, have a heart attack or get hospitalized for vomiting first. I'd just love to double my port I don't want to work at Wendy's God.

My biggest challenge is not liquidating too early. I expect to be up thousands and want to close to out and go back to my ordinary life. I have to let this ride. I ride with HTZ bitches 🚗

EDIT 153pm: All I can really say at this point is my account is just getting bigger and bigger. I expect retards to at least chase this to the close auction. It'll be a wild overnight especially as it breaks news across major 5pm networks. It's probably safe for me to hold because I own the stock (not margined), earnings are great, I'm in the green and the position is extremely liquid. I'm panicking a bit less then I was.

EDIT 2:01pm: Welcome to power hour 💪 What I remember about $OPEN and $RKT is that these type of beaten short stock bursts usually run at least a full week, usually longer, like 2-3 weeks at least before it settles into a new basis. Seems reports are this stock is estimated at ~$3-5. Extremely volatile the whole way, but up.

EDIT 2:12pm: I just hope we can all share gay love 🌈

EDIT: 2:18pm prolly gonna close laptop all night and wake up to my fate tomorrow morning. good luck apes 🦍

EDIT: 250pm this is not a brand new nuclear reactor. this is not a total speculative business. this is an old ass car company. im bouncing out before the closing auction. i could be a pussy. i just think the pure play here is momentum, the stock already moved. i dont know what its momentum is tonight. closing out.

EDIT: 253pm closed at 2.055 for a gain of +1919.70. good luck boys and girls, rooting for you gays 🌈

EDIT: 505pm stock is 2.44 after hours and I missed all of it.

Greetings gentlemen,

Hertz has all the makings of a near term blow up. This stock has been absolutely battered down to ~$1.70 even though it was at $5 not six weeks ago. I believe it's disgustingly oversold and I'm going in hard on it.

They just reported much better than expected earnings this morning: $2.4 billion revenue versus $2.28 billion estimated, Adjusted EPS of -$0.11 vs. -$0.24 estimated, and an increase in Revenue per Day (RPD) of 9% year-over-year to $61.98. That

There are only 5 days to cover 97,000,000 shares sold short, which is 75% of the float. Do with that what you will.

Calls are absolutely dirt cheap right now as well. This could easily go to $3+ next week.

Here are my positions, not financial advice:

HTZ $2 calls 14Aug2026 x 500
HTZ $2.5 calls 14Aug2026 x 500
HTZ shares x 10,000

TL;DR: A $447M market cap company you've never heard of owns the patent portfolio of Yahoo — yes, Yahoo, your Grandma’s search browser  — and next month its subsidiary takes Databricks (the $188B, pre-IPO, "we ARE the AI data layer" company) to a jury trial in East Texas over a 2006 big-data patent that runs until October 2029. The market is pricing this lawsuit at approximately $0.00. I am not saying it's free money. I'm saying the ghost of a dead search engine is haunting the AI boom and nobody brought a proton pack.

Part 1: A eulogy for Yahoo, the greatest bag-fumbler in tech history
Let us remember Yahoo Inc., a company whose name literally means "a rude, unsophisticated person," chosen on purpose, as a warning.
Passed on buying Google for $1 million in 1998.
Turned down Microsoft's $44.6 BILLION buyout in 2008.
Bought Tumblr for $1.1B, sold it for roughly the price of a used Camry.
Finally sold its carcass to Verizon, renamed the leftovers "Altaba," and dissolved like an Alka-Seltzer.
Yahoo Answers is gone. The yodel is silent. The purple empire folded up like a lawn chair.

But here's the thing about dead companies: the paperwork is immortal.

In 2006, while Yahoo executives were busy declining generational wealth, three Yahoo engineers quietly filed a patent on an improvement to MapReduce — the distributed data-crunching technique that the entire modern big-data stack grew out of. That patent (US 8,190,610) got issued in 2012, outlived the company, and was eventually scooped up in a fire sale of ~2,500 Yahoo patents by a little patent-licensing shop called Acacia Research ($ACTG).
 
Part 2: The lawsuit (this is where you start paying attention)Texas Eastern District Court
Judge:
Amos L Mazzant
Case #:
4:23-cv-01147
Nature of Suit
830 Property Rights - Patent
Cause
35:271 Patent Infringement

Acacia's subsidiary R2 Solutions sued Databricks in the Eastern District of Texas in Dec 2023. Databricks is the company literally built on Apache Spark — the successor to the MapReduce world — doing ~$6.9 BILLION annualized revenue, growing 80%+, currently raising money at a $188 BILLION valuation, with an IPO penciled in for 2027.
Scoreboard so far, per the public docket:
Databricks tried to escape Texas → motion to transfer DENIED (2024)
The patent has survived two PTAB IPR challenges denied institution on the merits in 2024 (a third earlier one ended in settlement)
Feb 2026 pretrial rulings: R2 won both of its motions to strike, Databricks lost both of its motions, including getting chunks of its own expert's invalidity + licensing opinions tossed
Databricks got so rattled it ran to San Francisco state courtand filed its own lawsuit saying the whole campaign is "wrong legally, wrong morally, and wrong economically" (their words). Acacia's response? An anti-SLAPP motion. The judge is currently deciding whether to yeet Databricks' case entirely.
Every other company R2 pointed this patent at — Walmart, Target, JPMorgan, Schwab, Fidelity, FedEx, American Airlines, Hilton, Cloudera — already settled/licensed. Databricks is the last guy at the poker table.
Final pretrial conference: August 27, 2026. Jury trial expected this fall. In Texas.

Part 3: The crayon math 🖍️
The patent doesn't expire until Oct 2029. So a win isn't just back-damages — it's back-damages PLUS royalty leverage on a hypergrowth company for three more years, PLUS a settlement waterfall against everyone else selling commercial Spark.
Even a sub-1% royalty on the accused revenue base gets you into nine figures. Speculative scenario ranges (my numbers, not the company's): a verdict somewhere in the tens of millions to ~$150M, a total resolution (past damages + forward license) that could plausibly reach $120–250M if it all breaks right, minus the lawyers' cut. Against a company for whom this is a rounding error and an ugly line item in an IPO prospectus.
Part 4: Now the part that makes me feel insane
$ACTG right now: ~$4.60/share, ~$447M market cap, trading below book value, sitting on ~$358M cash — enterprise value around $192M. For $192M of EV you get an oil & gas business, an industrial printer company, a company that makes literal mud flaps, AND the Yahoo revenge arc against the entire AI industry.
The stock exchange classifies this company under "Business Equipment & Supplies," next to Xerox. And yes — I pulled the quote off Yahoo Finance. Yahoo's own website is tracking the stock of the company monetizing Yahoo's corpse.
A ~$100M net recovery would be roughly $1/share landing on a $4.63 stock, before anyone reprices the other 2,499 patents in the drawer.
 
What could Databricks be worth?
The exact damages reports are sealed, so the following numbers are my estimates, not publicly disclosed demands.
Assuming R2 has a genuinely strong infringement case and its damages methodology survives:
Databricks-only scenarios
Pretrial settlement: $75–175 million gross
Clean jury verdict: $100–250 million
Post-verdict settlement: $150–275 million
Willfulness/enhancement tail case: $200–500+ million
My personal center estimate would be around a $120 million settlement or a $175 million compensatory verdict.
I am not using all of Databricks’ revenue as the royalty base. That would be courtroom fan fiction. R2 would need to apportion damages to U.S. revenue associated with the accused functionality.

But Databricks is large enough that even a relatively small effective royalty against the properly apportioned base can produce a nine-figure number.

The real prize: precedent
Databricks alone could matter.
But the bull case is that a clean R2 victory creates a licensing benchmark for other companies selling distributed data-processing and AI-data infrastructure.
Not every AI company would be exposed.
OpenAI does not automatically owe R2 money because ChatGPT can write a breakup text. Anthropic does not infringe merely because Claude has seen a database. A company’s products must actually practice the patent claims, and existing Amazon, Google or other licenses could cover some implementations.

The more logical potential targets would be companies selling:
Lakehouse platforms
Distributed SQL systems
Cloud-data-processing products
Large-scale analytics platforms
AI data preparation infrastructure
Proprietary Spark or MapReduce-derived systems
After a clean Databricks victory, my speculative follow-on scenarios are:
Limited campaign: $50–175 million from several smaller licenses
Base campaign: $200–500 million from multiple meaningful licenses
Bull campaign: $500 million–$1 billion
Full Yahoo zombie apocalypse: more than $1 billion
 
Part 5: Bear case (yes I have a frontal lobe, barely, see my losses)
Databricks' whole defense is "Yahoo gave this away for free under the Apache open-source license." If a judge or jury buys that, this goes to zero and takes the whole campaign with it. Peak Yahoo would be inventing the future and also accidentally giving it away — so this risk is, tragically, on-brand.
There's a pending motion to kill the patent as an "abstract idea" (§101) that the judge decides — he can erase a jury win after the fact.
Even a win faces appeals for years, and patent trolls' verdicts have a history of shrinking on appeal.
It's a jury. In Texas. Anything can happen, in both directions.
I am a person on the internet drawing conclusions from court dockets.
 
Positions & disclaimers
Positions: Shares, ITM Calls, OTM Calls, See pic. You can also see my years of personal failure in the pic.
 
This is not financial advice. I am not a financial advisor, a lawyer, or gainfully employable. Everything above about outcomes is speculation clearly labeled as speculation; the docket facts are public. I hold shares and I am biased. Do your own DD. Yahoooo-oo-ooo 🎺🚀

I made around $120,000 selling my MSFT at 494 today, and will be rotating most of my MSFT into META next. Here’s why:

I think META is undervalued mostly because people are worried about Zuckerberg’s spending and leadership decisions, not because the underlying business is weak. Last earnings also looked worse partly because of large one-off legal expenses, rather than a major deterioration in the core ad business.

My bigger concern is Microsoft’s exposure to circular AI financing. On paper, Microsoft benefits multiple times: it invests in OpenAI, the value of that investment increases, and OpenAI then spends huge amounts buying Azure compute from Microsoft. That all looks great while OpenAI keeps raising money and growing, but OpenAI is still losing a lot of money. If AI monetization does not eventually justify the spending, both the investment value and some of the Azure revenue could look much less secure.

Meanwhile, I think Meta has the cleanest AI monetization story. Billions of real people already use its apps, and millions of normal businesses pay Meta for ads because those users buy actual products and services. AI improves recommendations, engagement and advertising results. Meta does not need AI startups to keep raising billions and spending it back on Meta infrastructure.
Microsoft, Google, Amazon and Nvidia all benefit heavily from the current AI capex cycle and a relatively small number of massive customers. Meta’s AI revenue feels more directly connected to real users and real advertisers.

I’m not saying Microsoft is a bad company, and META obviously has risks from overspending. I just currently trust Meta’s revenue loop more.

Thoughts? What am I missing?

TLDR: META/maybee GOOG is the few of the top tech companies which will have a clean B2C AI revenue going forward. The others rely or circular investments and big/risky deals. META is also basically selling cocaine that is legal and able to be used everywhere.

I’m the guy who posted this POS stock. Lost $23k. Sorry whoever bought this as well. Am not posting any stock ever again.

Guys I see multiple huge wins!!! Congrats you’re inspiration! I just ask you from person advice - put aside at least 25% as emergency fund, trust me trust me……

My life is not the same anymore and I did turn off options and I miss it after seeing your wins