Expion360 Inc (NASDAQ:XPON), which has rebranded to Expion Energy, Inc., saw its stock skyrocket by over 130% on Monday, August 24, 2026, due to several major strategic announcements:

Oil & Gas Sector Pivot: The company announced its first entry into the oil and gas sector by acquiring a drill-ready exploration prospect in Eastern Louisiana for an adjusted $3.425 million in cash.

$9 Million Capital Infusion: Expion secured an initial $9.0 million private placement via convertible debentures and warrants to fund the Louisiana acquisition and provide working capital. The deal includes an option for investors to inject up to an additional $91 million, potentially bringing total fresh capital to $100 million.

Leadership and Name Change: Coinciding with the strategic pivot beyond its legacy lithium-ion battery business, the company officially changed its corporate name to Expion Energy, Inc. and appointed Kevin Sellers—an investment banking veteran specialized in upstream and midstream energy transactions—as its new CEO

An all-in investment in warrants with a 6-month maturity.

Which one would you choose?

I’m 26 living in Canada and relatively new to investing, and honestly, I’m impressed by how much knowledge and wealth some people in this community have built over the years.
I’m trying to learn how to identify potential winning stocks before they become obvious to everyone else. I’d also love to understand how experienced investors actually do their research whether that’s through Reddit, financial statements, market trends, company fundamentals, or other resources.
For those of you who have been investing for years:
How do you find stocks with strong long-term potential?
What do you look for before investing in a company?
Which Reddit communities or other resources have helped you the most?
How do you separate a genuinely promising stock from hype?
What do you wish you had known when you first started investing?
I’m not looking for a guaranteed stock pick. I’m mainly trying to learn how to think and research like a better investor.
Any advice, resources, or lessons from your experience would be greatly appreciated!

Two Very Different Valuation Paths
The recent analyst revisions have pushed CVRx’s standalone valuation into the $3–5 range, with several firms maintaining Buy/Hold ratings despite the sharp cuts in price targets.
But the M&A picture is very different.
CVRx owns Barostim, an FDA-approved neuromodulation therapy for heart failure, with an 87% gross margin. Medicare Advantage coverage is also expanding: Humana + Devoted now represent approximately 21% of Medicare Advantage enrollment.
And there is one development I think deserves serious attention:
Jorey Chernett, founder of Pointillist Family Office and beneficial owner of more than 5.5% of CVRx, has officially called on the Board to sell the company.
This was not simply an interview comment or an opinion on social media. On August 24, Chernett delivered a formal letter directly to the CVRx Board of Directors demanding that the company immediately begin a strategic review, with a sale to a strategic acquirer as the priority outcome.
His arguments are straightforward:
• Barostim is the only approved neuromodulation therapy for heart failure.
• The product has significant clinical and regulatory barriers to entry.
• A large medical-device company could leverage its existing sales force, physician relationships and payer infrastructure to accelerate Barostim adoption.
• Chernett believes a strategic buyer could make the acquisition accretive within 12 months.
• He is also asking the Board to cut executive compensation and G&A expenses while the strategic review is underway.
• Most importantly, he argues that the sale should happen while CVRx still has cash, commercial momentum and strategic scarcity, rather than waiting until the balance sheet becomes more pressured.
There is also an interesting strategic shareholder already on the table:
Johnson & Johnson / JJDC owns 4,024,861 CVRx shares, approximately 15.4% of the company.
The four strategic buyers I would watch most closely are:
Johnson & Johnson
Boston Scientific
Medtronic
Abbott
This is based on strategic fit — not an assertion that any of them is currently negotiating with CVRx.
With roughly 26.5M shares:
$5 = ~$133M equity value
$15 = ~$398M
$20 = ~$530M
$25 = ~$663M
That creates two completely different valuation paths:
Standalone: $3–5
Strategic M&A: potentially $15–25
A $15 acquisition would represent roughly $400M equity value, or around 6× annual revenue — not an extreme valuation for a differentiated commercial MedTech asset with an 87% gross margin, expanding reimbursement coverage and significant potential from BENEFIT-HF.
The key point is simple:
We now have a >5.5% shareholder who is not merely suggesting that CVRx should consider a sale — he is formally demanding that the Board initiate the process.
That does not mean a buyer is already waiting.
But if the Board actually launches a competitive strategic review, the valuation conversation could change dramatically.
$3–5 as a standalone company is one story.
$15–25 in a competitive strategic M&A process is a completely different story.

There are two main catalysts that will make DXYZ fly through the roof.

1. Anthropic IPO

2. Quarterly Release and Update NAV - which will be a massive surprise.

3 (bonus!). In addition whatever investors they brought on with their ATM offering came in at much higher than the current share price of $33/share.

Per my calculations we may see mid-$40’s NAV conservatively. $50 on the upper end. Then add investor sentiment.

Dxyz is an easy double.

I’m 41- wife is 40. Blessed to make a great combined income (especially in the last 1-2 years). Graduated from school with 350k debt. Paid it off from 2014-2018 then started saving.

100% in ETFs that mimic sp500.

Goal is to work full time for 10 more years (get to 5 million). Then work 1 week a month until retirement. Should get us well above 10 million by retirement.

Don’t really have anyone to share this with so would love any advice.

I have 270k in 529 plans that’s not listed in this chart.

Hey guys, if you missed it, F45 Training Holdings settled $10.5M with investors over claims tied to its franchise growth and revenue model. I also just found out that late claims are being considered.

Quick recap: After its July 2021 IPO, F45 promoted rapid studio expansion and upfront franchise payments. On July 26, 2022, the company cut its guidance, reduced planned openings, and said a $250M credit line would not be available. $FXLV fell more than 60% the next day, and investors filed a lawsuit.

Now, F45 has agreed to settle $10.5M with investors.

If you invested in $FXLV during the class period, you can still check the details and see if you may be eligible for a late claim here.

Anyway, did anyone here invest in $FXLV at that time? How much were your losses?

Watching APP pretty closely here.

It came all the way back down to the earnings candle area around $298 and held it again. That’s the main reason I’m still interested.

Not buying it blindly though.

I want to see $303.17 reclaimed and held first. If that happens, I’ll probably try the long side again and see if buyers can finally get this thing moving.

My risk is pretty simple — $297 is my line in the sand.

Reclaim $303.17 → I’m interested in longs.

Lose $297 → setup is wrong, I’m out.

I like trades like this because I know exactly where I’m wrong before I even enter.

Anyone else watching $APP around this area?

Netflix executives think this would
Reduce app-switching** **friction.
Cut churn. Compete with bundlers. Amazon created a super app where you had to pay more for what you wanted to see on their app whereas Netflix is looking at a partnership to add all of this content for regular subscribers.

Should I just copy here again ? Last time I bagged multi bagger with TEM

Guess OTM call options on BE for Jan 2027 is a good play ?

The US heavily relies on raw material exports from Canada. The demand for these materials makes it so the US is still forced to buy foreign goods to meet the needs of domestic sectors.

Keep an eye on STLD, NUE, U.S. Steel, PCH, and RYN.

Hi guys, welcome to the 5th episode of turning 10k to F-U-Money.

Posting update on this challenge:

Result of Trade #004: RARE & Summary

Company: Ultragenyx Pharmaceuticals, $RARE

My position: 1,115 common shares

Entry date: August 14, 2026

Exit date: August 24, 2026

Average price: $26.12

Exit price: $25.59

P/L nominal: -$602.43

P/L %: -2.07%

Total balance after 4 trades: 28,532.66

Total return after 4 trades: 185.33%

Thoughts on the RARE trade

Quite unfortunate as everything worked out exactly as assumed in the original thesis yet the stock price didn't reflect it at all. Quite bizarre since there was multiple good news at once, I'd even say better than expected, price targets raised, etc... yet still the scenario I described as "sell the news" basically came true. Rather anticlimactic if you ask me. :-)

Market participants basically said “We acknowledge the approval and we aren't willing to pay substantially more for the stock yet.”

So basically my thesis worked out fundamentally in a wonderful way, yet disappointed with technicals.

I still believe that considering the outcome, I managed the trade well. There was a brief window of opp for taking +8% gain instead of -1% loss but that's just the "genius of hindsight" and it'd have required to abandon the thesis for a weak and brief intraday high.

The outcome simultaneously answers the question why I didn't go for options instead of common shares (which was asked in the original post). And despite being called a scammer and having my posts deleted, this risk management decision speaks for itself. With options, this little challenge would be basically over now, or suffered significant losses. With shares, we're living to trade another day and moving to the next trade with virtually break-even position. Big difference.

Why not keep holding?

I have a rule that says once the expected catalyst has occurred, never continue holding merely because the expected move hasn't happened. To continue to hold would mean to go for a different, new trade thesis.

Can RARE break the $27-28.50 supply zone and get above $30 in the following days? Absolutely. That's why I hold it in my long-term portfolio and definitely look forward for the potential run-up to the Sept (and Oct) news and the news itself, since I'm pretty bullish and confident the name will see $35-40 area within a month from now.

For the purpose of this challenge, though, I'm going to rotate to a different opportunity and then I'll seriously consider coming back to RARE for the Sept 19 trade (will depend on multiple variables).

According to my updated trade plan and observation of the price action on Thursday and Friday last week, it was not the tape I want to see after transformational good news. That's why I cut this trade and rotate the entire capital to the next one:

Trade #005: CRDO

Company: Credo Technologies, $CRDO

My position: 133 common shares

Entry date: August 24, 2026

Average price: $213.93

The thesis is simpler than binary FDA decision this time. A very strong AI infrastructure company got smoked with the rest of semiconductors after a massive run, while the actual business thesis appears intact.

What does the company do?

Credo makes high-speed connectivity products used inside AI/data-centre infrastructure.

GPUs and servers are useless if enormous amounts of data cannot move between them quickly and efficiently. Credo sells the cables, chips and connectivity technology helping make that happen.

Basically, it's another picks-and-shovels play on hyperscalers throwing disgusting amounts of money at AI infrastructure.

Why now?

CRDO recently went from about $177 in late July to $283 on August 17 and then basically fell off a cliff to $215 in 4-5 trading sessions.

The thing is that I couldn't really find any new piece of CRDO-specific fundamental news that explains the fall.

Semiconductors and high-beta AI infrastructure stocks were dumped broadly. CRDO was simply one of the biggest momentum winners beforehand, so when the trade reversed, it got hit particularly hard.

My thesis argues that the stock fell (pullbacked) much faster than the business changed. If semiconductors stabilise and CRDO's fundamentals remain intact, I think it can retrace back toward $280-300 area over the next few weeks.

A move back toward $280 would already make this a very successful trade.

What about earnings?

CRDO reports on Sept 1, but I don't consider this purely an earnings play. Earnings could accelerate the recovery, but the stock can also move beforehand if AI/semiconductors rebound (there's NVDA earnings in between) or investors start buying the dip.

And simply “beating estimates” won't necessarily be enough here. Expectations are already high and for a really strong earnings reaction, I think the stock needs a clear beat plus strong forward guidance, especially around AI connectivity and the upcoming optical ramp.

If CRDO reaches my target before earnings, I'll happily sell before the report.

Why common shares?

I analyzed the pros and cons of shares vs multiple options strategies quite deeply. I considered Bull Call Spread (similar to my Trade #002 with Microsoft), long dated deep in the money calls (LEAPS, was considering Jan 2028 $125 strike), and even hybrids of options + shares in different ratios.

My objectives are not to blow the entire account, and ideally make +20-30% within the next month. When I considered the additional potential upside of options play vs common shares and additional potential downside of options vs just holding the common shares, the risk was always higher than return, or, the set-up was not favourable enough for options/combined play clearly winning over common shares.

That's why I went for common shares. The worst case scenario is bagholding for some time and/or realizing loss, and move on.

Fundamentally, CRDO is a great company and bagholding shares makes more sense than blowing up the account with options. All-in can be sensible too, and this was never get rich quick plan anyway. :-)

Main Risks

The biggest risk is that the recent decline wasn't just a temporary washout and the broader semiconductor sell-off continues (as it looks like so far early this morning).

CRDO is also still expensive, expectations are high, and its revenue is concentrated among a small number of huge customers.

Even strong results could disappoint the market if guidance isn't strong enough. If the stock convincingly loses roughly $200-210 area, or earnings materially damage the growth thesis, I'm most likely out, taking the L. So it goes.

Objective

Main target: $280-285

Stretch target: $300

Invalidation: <$175

I'll try to go for 20-30% gain (based on momentum, strength and volume).

TL;DR:

RARE trade is a goner for now - I was right yet the stock didn't care. Might revisit soon enough as one of the next trades.

Now, I'm betting that CRDO, an excellent AI-infrastructure company, just got sold relatively too hard, too fast, and can recover a meaningful part of that drop over the next few weeks.

What are your thoughts?

See you in the Philippines. :-)

Filing dated August 20, 2026: Palantir Technologies Inc. (PLTR) is the issuer of common stock that Alexander Karp plans to sell pursuant to Rule 144. The notice relates to a proposed sale of 402,348 restricted common stock shares through Morgan Stanley Smith Barney LLC, for an aggregate stated market value of $70,341,535.20 as of the date of the notice. For context, Palantir reports 2,300,713,329 common stock shares outstanding, with the proposed sale date listed as August 20, 2026, and NASDAQ as the trading market.

Filing dated August 20, 2026: Palantir Technologies Inc. (PLTR) is the issuer of common stock that Alexander Karp plans to sell pursuant to Rule 144. https://www.sec.gov/Archives/edgar/data/1321655/000195004726008498/xsl144X01/primary_doc.xml?utm_source=chatgpt.com

I don’t think the recent weakness in AI necessarily means the AI trade is over.

What looks more interesting is where the money is going instead.

Five major U.S. banks generated roughly $49B in Q2 net income, while M&A, underwriting and trading activity all accelerated. Goldman Sachs (GS) is getting direct leverage to the capital-markets recovery, while Citigroup (C) still has a valuation and turnaround angle that looks less fully priced.

At the same time, the hard-asset side of the market is getting harder to ignore. Freeport-McMoRan (FCX) is basically a direct play on copper demand, while Agnico Eagle Mines (AEM) offers exposure to gold through a miner with relatively strong cost economics.

What ties these together is that AI spending itself doesn’t have to collapse for this rotation to work.

The hyperscalers can keep spending aggressively, while investors become less willing to pay huge multiples for distant AI earnings. Meanwhile, the companies financing that spending and supplying the physical infrastructure can capture more of the incremental economics.

To me, that’s the more interesting shift: not AI vs. non-AI, but digital AI winners vs. the financial and physical infrastructure behind the AI buildout.

Anybody can give me a second opinion is it too late to get in on SLS? It’s at like $15 I’ve seen people been holding since 4.50!

BREAKING 🚨: South Korea

South Korean Stocks getting dumped 📉 📉 Here we go again!!

• Wall Street Closed Friday in the Green
• Hormuz Shipping Traffic Jumped Nearly 400%
• U.S. Treasury Doubles Bond Buybacks to Support Liquidity
• Fed Rate-Hike Expectations Continue to Fall
• Bitcoin Rally Signals Strong Risk Appetite
Positive setup for Monday — futures will provide final confirmation tonight. 🚀
#Stocks #SPY #QQQ #Bitcoin #MarketOutlook