BIG
Big Lots, Inc.
stock NYSE

We all moved on to the next hot stock, but let’s look at the absolute carnage at Rajesh Exports (RAJESHEXPO). SEBI’s June 2026 interim order wasn't just a slap on the wrist; it was a forensic indictment of one of the largest alleged frauds in Indian history.
For anyone who thinks the stock at ₹81 is "cheap" or "value": Look at the math, not the price.
The "₹15 Lakh Crore" Problem:
Fabricated Revenue: SEBI alleges the company misrepresented \~₹15.15 lakh crore in consolidated revenue between FY21 and FY25.
The Valcambi Lie: They claimed \~99.8% of their subsidiary revenue came from the Swiss refiner Valcambi SA. When SEBI checked Valcambi’s actual standalone books, the revenue was a tiny fraction of what Rajesh Exports reported.
Ghost Transactions: They recorded \~₹11,487 crore in sales/purchases with a domestic broker (Affluence Shares) who formally denied these transactions even happened.
Zero Visibility: When BDO (the forensic auditor) asked for access to ERP systems and subsidiary books, the company denied them access, citing "Swiss data laws".
Why the price is still > ₹0:
It’s not because the company is healthy. It’s because it’s a zombie counter:
Liquidity Trap: Institutional holders (like LIC, still holding \~10.8%) can't just dump shares without tanking the price further.
Retail Delusion: Many screeners still show a "Book Value" of \~₹585. This is accounting fiction. If you strip out the ghost mining assets (₹1,035 Cr) and the fake receivables, the true book value is likely near single digits or negative.
The Bottom Line:
This isn't a "buy the dip" opportunity. It’s a masterclass in why you never trust a consolidated revenue number without checking the subsidiary disclosures. The final SEBI order is expected in 2027—expect the stock to be eventually delisted or suspended once the forensic audit concludes.
THE MAIN QUESTION WHY ISN'T LIC SELLING OR RAISING ANY CONCERNS ON SUCH A MASSIVE TOPICS . ARETHE BIG LORDS SAVING RAJESH EXPORTS STILL?

Ok, the ticket is RARE, Ultragenyx Pharmaceutical Inc., with a market cap of $2.6B on revenues of $717M TTM. They already have four approved drugs bringing in revenue. They are however currently unprofitable which is the issue and why they are undervalued because the market is pricing in a capital raise.
Now here’s the value proposition, in my humble opinion, what the market IS NOT PRICING IN, and thus where the opportunity lays. Two PFUDA dates approaching within the next 30 days, which based on my research, carry high probabilities that the FDA will approve these drugs based on the positive clinical trial data. These two drugs COMBINED have an estimated TAM of $400-700M. Not blockbusters, but further diversifying their revenue. These are UX111 and DTX401.
Now to the BIG ONE. GTX-102 for Angelman Syndrome with a TAM of $1.2-$1.5B currently in Phase 3 with readout expected in October or November. My research currently places about a 50% odds of approval for this as of TODAY based on the results of previous clinical trials. If the readout in Oct/Nov for the current phase 3 trial confirms previous trials then odds jump even higher.
Also, as of the latest earnings call management says they are on track for PROFITABILITY by 2027. This lowers odds of dilution or lowers odds of a massive dilution. A dilution that is less than what the market expects is positive for the stock.
So the value lays in the fact that they already have an existing revenue stream based on existing drugs. This creates a floor for the share price. The market is not pricing in their late stage pipeline at all, which I briefly explained, and is pricing in guaranteed dilution.
The competition landscape. For UX111 and DTX401 they are first movers and have ZERO COMPETITION. For GTX-102 they are currently in competition with Biogen/Ionis for Co-Standard of Care however GTX-102 shows best in class efficacy in motor/cognition. Also I have not mentioned the entirety of their pipeline but just what interests me the most.
Full disclosure: obviously I bought shares because I think the market currently isn’t valuing the late stage pipeline at all. I do think that the risk of dilution is real but is also currently priced in.

Kinda, at this point in time they are the best model, that in itself is a moat. The issue is that I think that this is a small moat. It didn't take long for anthropic to be better than openai. Maybe copilot or gemini will be better in 6 month, who knows. Secondly, maybe the moat is not in having the best but the cheapest.
The issue is that you need a BIG moat to be able to increase prices to make a profit. I don't think a single AI model as a moat big enough to do that.
As for coding goes, copilot github is getting really good.

\+90% lose because they have faith in the market. They think that stocks are guaranteed to go up when the news are great, or they think that if they pick “a top winner” it can’t go down for 6 months straight AFTER the great news arrive. However, the market movements are often illogical and everyone goes down BIG at totally unexpected times (including the winners!). Ultimately, this is a form of gambling, even if it looks much safer with all the tools available, and even if you picked one of the future winners. It takes a great gambler who also understands charts and automatic orders to guarantee far more winning than losing. And most people are not truly great at gambling vs. chart algorithms that move fast, automatically, and not necessarily in a logical manner. Most people simply think that if they buy “a winner” cheap and with great news they are guaranteed to win +20% in less than 2 months. But, “cheap” and “winner” and “great news!” are things that the market’s algorithm can ignore whenever it feels like it. And obviously, it loves to ignore them when many more people are invested. Don’t forget that the market will always prioritize its own winning first, second, and third. Your winning comes 4th, if you are among the top 10% of traders that were moving in a way that predicted the market’s algorithm ahead of time (which is a form of gambling). That’s why the majority are not winning. They bet on and expect huge wins from a market that is generally not playing in your favor. You should consider yourself lucky and grab that +10% instead, before it goes to -20% in just 24 hours and with “one of the top winners that all analysts are expecting to double soon.” It’s a bunch of bs really. The ones who can predict all the unexpected traps are the ones that are “winning good percentages“ sometimes. Only the market itself (and the folks behind it) are winning BIG all the time. And this becomes more clear the longer you are into trading. And it’s true for both daytrading and swing trading.

Gram bars do not have similar issues.
Try selling a gram vs a Goldback, especially a low denomination. One will be much easier to do. Anecdotally, shops near me offer a better percentage of melt from the solid gold as well.
And I'm sorry, "BIG JUGS LADY LOOSELY CONNECTED TO A STATE" isn't artistic. They look like pinups more than currency. I'd not be interested based on that alone. Granted, art is subjective.
Gold is good. As much as you can buy is good. Lowest premium is best. People can choose their own strategies, but we have to be realistic about advantages and disadvantages.

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WHAAAAAAAT. YOURE NOT A BIG POSITION MAN

BIG OOF

Made out good on smci calls, pivoted to puts yesterday, let's go BIG RED