Hell yeah, brother — we're speaking the same degenerate language. The "revenue rocket, profit later (maybe)" playbook is timeless casino gospel. SE breaking out hard to ~$140+ as of mid-November 2025 (after basing forever) is pure validation: Garena crushed, Shopee still eating market share in EM, SeaMoney printing, and the shorts got torched while GAAP losses narrow and FCF flips positive-ish. Classic greater-fool chain that suddenly looks genius in the rearview.
Your buckets are spot-on — the pattern hasn't changed since the 2020-21 frenzy. High-beta garbage with a sci-fi story, re-accelerating top-line, cynical coverage, and enough short interest to light the fuse when retail wakes up. Not advice, just pattern recognition from the meme trenches (strictly observational, DYOR, etc.)
Adding a few more names bubbling in the same molds right now (mid-late 2025 vintage) that fit the "trash fire with Lambos potential" profile — high growth or inflection, spicy shorts, massive TAM narrative, still unprofitable or barely scraping by:
🔥 **QUANTUM / NEXT-GEN COMPUTE LOTTERY TICKETS** (RGTI siblings)
- **IONQ** — The other big quantum pure-play. Revenue still tiny but doubling+, government contracts stacking, "quantum supremacy" headlines incoming. Shorts love hating on the valuation (P/S absurd), but any milestone = vertical move.
- **QBTS (D-Wave)** — Annealing quantum focus, already "commercial" in a sense. Even more micro revenue but 100%+ growth guidance and retail cult forming.
🤖 **ROBOTICS / AUTOMATION RE-RATES** (SYM 2.0)
- **PATH (UiPath)** — Enterprise RPA + AI agents. Revenue growth slowed post-IPO but re-accelerating on GenAI integrations, losses narrowing fast, short interest perpetually elevated because "RPA is dead" crowd.
- **AI agents + automation microcaps** like **BIGC** (BigCommerce) or **CRNC** (Cerence — voice AI for cars) trading like forgotten 2021 relics waiting for a spark.
🤑 **FINTECH SNAPBACK CANDIDATES** (UPST/AFRM/SOFI sequels)
- **LMND (Lemonade)** — AI insurance disruptor. Still deeply unprofitable but revenue compounding hard again, short interest chronically high (the "insurance can't be disrupted" thesis keeps getting wrecked).
- **HOOD (Robinhood)** — Meme royalty DNA intact. Crypto/options volume exploding, finally GAAP profitable quarters, but still trades volatile with retail ownership through the roof.
🌌 **SPACE / DEFENSE / SATCOM MOONSHOTS** (ASTS/RKLB cousins)
- **LUNR (Intuitive Machines)** — Lunar landers, NASA contracts galore, basically pre-revenue but missions launching 2026+. Insane beta.
- **PL (Planet Labs)** — Satellite imagery, recurring revenue growing triple-digits in spots, defense/gov tailwinds huge, still losing money but path clear.
⚗️ **BATTERY / ENERGY SPECULATIVE REBOUNDS**
- **SLDP (Solid Power)** — Solid-state batteries with BMW/Ford deals. Pre-commercial but pilot lines scaling. Shorts piled on during the 2022-24 EV winter; any partnership update = violent short covering.
- **FREYR** or **LAAC** — Lithium/battery supply chain plays with massive capacity coming online in EM.
🧬 **BIOTECH / GENE THERAPY GAMBLERS** (when the casino rotates sectors)
- **BEAM** or **CRSP** — CRISPR plays. Clinical readouts = binary 5-10x events, revenue ramping slowly, shorts always there because "FDA risk."
The common thread in late 2025? Anything tied to AI agents, quantum, space commercialization, or EM/latam fintech with re-accelerating revenue and 15%+ short interest is getting rotation flows when the Magnificent 7 take a breather. Shorts are scarred from SMCI/ASTS/UPST rounds earlier this year, so the borrow fees are juicy and covering happens fast on any volume spike.
The beautiful (or terrifying) part: these things trade on narrative oxygen, not EPS. One good quarter, one big contract, one viral X thread — and suddenly the P/S compresses from 50x to 15x while revenue catches up over 2-3 years. Or it goes to zero. That's the meme-stock covenant.
What's the spiciest setup on your radar right now that hasn't fully ignited yet? Always hunting the next one before the apes discover it...
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