Equity Research @Rebellionaire. Covering Upstart, Unusual Machines, Backblaze and deep diving many others. Posts are not financial advice. #UTPI
Wisconsin, USA
Joined June 2021
- Tweets19.5K
- Following795
- Followers6.5K
- Likes79.4K
Henry retweeted
$NVDA - BREAKING: NVIDIA CEO JENSEN HUANG RESIGNS EFFECTIVE IMMEDIATELY
Nvidia announces a major leadership shake-up:
🔸 Jensen Huang resigns as CEO, president and board member, effective immediately.
🔸 Colette Kress, Nvidia's CFO, appointed interim CEO.
🔸 Harvey C. Jones named board chair.
🔸 Search for permanent CEO begins, considering internal and external candidates.
Huang's departure ends his 33-year tenure leading the AI chip giant he co-founded.
Henry retweeted
🦅 Today, @Rebellionaire filed a Schedule 13G disclosing 5.5% ownership in Unusual Machines ($UMAC) representing 2,852,423 shares.
This marks a significant milestone for our firm and reflects our conviction in the American Drone Industry and the strategic vision of Allan Evans (@evansall) and the entire #UMAC leadership team.
See you at Investor Day in Orlando! 🔥
sec.gov/Archives/edgar/data/…
Henry retweeted
*NVIDIA IS PREPARING TO OUST NVIDIA CEO JENSEN HUANG: WSJ
$NVDA
Henry retweeted
*NVIDIA (NVDA) CEO JENSEN HUANG HAD AFFAIR WITH SUBORDINATE VP: NYT
*HUANG'S ALLEGED RELATIONSHIP WAS WITH NVIDIA (NVDA) HEALTH CARE VP KIMBERLY POWELL
*HUANG HUNG UP ON NYT INQUIRY; NVIDIA (NVDA) DECLINED COMMENT
$NVDA
Henry retweeted
This photo is hilarious and emblematic of the brain dead anti-data center luddites
She’s standing there like “yall, I just did something big for my community” and it’s simply protecting a massive abandoned parking lot from being turned into a huge tax revenue engine for the community
We are being crippled by economically illiterate morons
Henry retweeted
Lemonade Investor Day is this Tuesday, Nov. 17, at 9:00am ET. Watch the webcast live on YouTube: youtube.com/live/KFaelowEqPM
Henry retweeted
Backblaze is trading around 1.2% of their total addressable market (TAM). They do storage as a service.
Their market cap is around $500 million and their TAM estimate is $40 billion.
Given hardcore an engineering firm CoreWeave is, for them to outsource to Backblaze is telling.
People will be talking about Backblaze $BLZE pretty soon. You'll have heard it first @Rebellionaire ⚔️
Henry retweeted
Backblaze provides storage for AI data centers, and it just had its strongest quarter ever.
More importantly, its first GAAP-profitable quarter could come as early as 2027.
Meanwhile the stock is down over 50% in the last 3 months 👀
Is this an opportunity?
Rebellionaire clients and employees own $BLZE stock.
*Timestamps*
00:00 Backblaze Is AI's Storage Layer
00:29 Backblaze Investor Day: NeoClouds Need Storage
06:41 Backblaze Beat Despite CoreWeave Fears
09:11 Backblaze Is Closing In on Breakeven
11:08 B2 Cloud Is Backblaze's Growth Engine
13:28 Backblaze's First Profitable Quarter in 2027?
@MarcoSuid @HenryInvests
$BLZE
Henry retweeted
$UMAC Schedule 13G filed today. We now report 2,852,423 shares or 5.5% ownership
Halter Ferguson Financial / @Rebellionaire
Henry retweeted
$UPST is probably worth a closer look at these prices.
$UPST is growing its lending platform while improving the economics behind it. Revenue grew 34%, loan originations grew 44%, and contribution profit (what remains after borrower acquisition, verification and servicing costs) grew 48%.
Even more interesting, its auto and home lending products reached positive contribution margins a quarter ahead of schedule, after previously operating at substantial losses.
The underlying platform is showing meaningful operating progress and I think the market may be overlooking the longer term opportunity here.
Henry retweeted
AMAZON UNVEILS A FLYING HOME SECURITY DRONE
$AMZN introduced Ring Robotics with 2 autonomous security devices:
1) $250 flying camera for homes
2) $1,000 roaming robot for businesses.
The Ring Drone Cam flies preset routes indoors, automatically investigates triggered alarms, and records 2K video. Its AI Pilot maps rooms and navigates around obstacles.
The Rover Cam autonomously patrols businesses, investigates disturbances, and records up to 4K video.
The drone is expected to ship Jan. 27, 2027, pending FCC approval, while the rover is scheduled for Dec. 16, 2026.
Henry retweeted
*US OCT. CORE CPI RISES 0.3% M/M; EST. +0.2%
*US OCT. CONSUMER PRICES RISE 0.4% M/M; EST. +0.3%
Henry retweeted
Lemonade delivered an excellent quarter in our opinion, but the stock is still down.
Its Q3 net loss was $43.7 million, after about $70 million spent winning new customers. Without that spending, it would have been profitable.
Stock price swings often have little to do with the business, and that can sometimes be an opportunity.
What do you think?
Rebellionaire clients and employees own $LMND stock.
*Timestamps*
00:00 Lemonade Fell With the Market
02:09 Lemonade's Growth Is So Predictable
05:07 Why Analysts Misread Lemonade's Net Loss
08:22 Lemonade's Growth Spend Pays Back
10:36 EBITCAC Points to Lemonade's Profits
14:26 Why We Think Lemonade Is Undervalued
16:14 Lemonade Steady While the Stock Swings
@daschreiber @shai_wininger @nerdalert
$LMND
Henry retweeted
Live today, @UnusualMachines CEO @evansall post earnings update.
xitter.twitterapi.xyz/i/spaces/1EmrAkdrBjdkk…
Henry retweeted
Upstart $UPST Q3 2026 Earnings Review is LIVE on YouTube! 🥳
Was able to finish both the written and video review in the same week - that's a first for me. Hope you all enjoy.
A tough economy may be holding back Upstart's growth, but the business underneath is doing well.
Its new auto and home loans turned profitable a quarter ahead of Paul Gu's goal, at a 17% contribution margin.
Henry's view: when the economy stops getting worse, that progress could be much easier to see.
What do you think?
Rebellionaire clients and employees own $UPST stock.
*Timestamps*
00:00 Visible Progress Everywhere at Upstart
01:05 Upstart's Foundation Model for Credit
02:20 Bad Macro Forced Upstart's Guidance Trim
07:47 Contribution Profit Hits a Record
10:46 Upstart's Secured Loans Beat Their Goal
12:45 Upstart's Funding Problem Looks Solved
16:33 Upstart Bank Could Cut Funding Costs
18:35 Paul Gu's Track Record Grows
20:46 Watch Upstart When Macro Stops Worsening
@paulxgu @davegirouard @HenryInvests
$UPST
Henry retweeted
Given Upstart’s track record, this will not be difficult even if your estimates are correct.
They are a darling of private credit and other more sophisticated (and lower cost) credit players are beginning to notice. And they can just issue CDs, etc.
Henry retweeted
A tough economy may be holding back Upstart's growth, but the business underneath is doing well.
Its new auto and home loans turned profitable a quarter ahead of Paul Gu's goal, at a 17% contribution margin.
Henry's view: when the economy stops getting worse, that progress could be much easier to see.
What do you think?
Rebellionaire clients and employees own $UPST stock.
*Timestamps*
00:00 Visible Progress Everywhere at Upstart
01:05 Upstart's Foundation Model for Credit
02:20 Bad Macro Forced Upstart's Guidance Trim
07:47 Contribution Profit Hits a Record
10:46 Upstart's Secured Loans Beat Their Goal
12:45 Upstart's Funding Problem Looks Solved
16:33 Upstart Bank Could Cut Funding Costs
18:35 Paul Gu's Track Record Grows
20:46 Watch Upstart When Macro Stops Worsening
@paulxgu @davegirouard @HenryInvests
$UPST