went on Reddit to find post about Wendy’s and also found an incredible bull thesis for Costco
Wendy’s pumping >30% today after this post on r/WallStreetBets
An analysis details how Costco successfully expanded into Japan.
went on Reddit to find post about Wendy’s and also found an incredible bull thesis for Costco
Wendy’s pumping >30% today after this post on r/WallStreetBets
Many users dismissed the WallStreetBets post about Costco parking lot crowding as manipulative hype or AI-generated, while others praised Costco's membership model and long-term stock gains.
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@TrungTPhan Reminder not to fall for any WSB scams, the sub is controlled and banned GME posts to protect the naked short prime brokers

For more rigorous Costco dilligence, enjoy this deep dive on how Costco cracked Japan market (the country with most warehouses outside of North America)
Jim Sinegal's son led the charge. Crushed on real estate + localizing merchandising and store design. https://www.readtrung.com/p/how-costco-won-in-japan

@evan12286 this Costco pitch is pretty solid though

@TrungTPhan vintage wsb was chock full of these. mods and reddit ipo just killed all the fun.

@TrungTPhan

@TrungTPhan How did he buy the options from his car in the parking lot, on a Sunday?

@TrungTPhan @evan12286 Is he saying his options expire 6/20/2026? Cause that’s both past and not a real expiration date for American options.

@TrungTPhan It’s obvious slop.

@TrungTPhan This is already priced in and in a highly automated and sophisticated manner by hedge funds using literal satellites to analyze parking lots, and this isn’t even new. Has been happening for at least 7 years.

@TrungTPhan This guys investing off vibes alone 🤣
Krispy Kreams used to have line ups around the block, look what happened 🙃

@TrungTPhan He bought the calls from the 4th row parking spot… on a Sunday? 🧢

@chckdchckd @TrungTPhan Why do people think these "detectors" even matter? I plugged in stuff I wrote ten years ago and it said 100% AI. It's nothing but confirmation bias for morons.

@AdhocAloof @TrungTPhan Good catch. Closest expiry on the 20th is Nov. even for 2027 there is no 6/20

@dankulous @TrungTPhan Miss when people would lose their net worths on options pre-robinhood and host an ama before killing themselves

@TrungTPhan wendy CEO better issue some new stock before the dump and pivot wendy's into shipping datacenter interconnects, call it Wend-to-end fiber interconnects or something

@TrungTPhan Alternative: Costco next town over closed, layouts aren’t uniform across stores. But go off with your retard selves.

@TrungTPhan @evan12286 As if markets cared about any of those things... It's just vibes.. Invest long term in Costco because it's Costco. Don't purchase short term because of what this guy noticed because the reason it will go up or down has nothing to do with any of those points..

@TrungTPhan Reddit is a goldmine for random deep dives. Costco’s moat is wild, their memberships basically print money in any market.

@TrungTPhan Bullish on infinite Indian migration is probably a smart play

@evan12286 @TrungTPhan They banned GME posters because they’re fucking delusional