By skyforbes 
I just parked $500,000 of my wife's boyfriend's money into $DNUT today.
Why? Because I'm not just a trader. I'm a student of the game. And the game is played on the stage, in the gym, and at the donut shop.
Let me break down the catalyst that's about to launch this rocket:
- Earnings is a Sugar-Coated Trap Door. The street is looking at macro bullshit and inflation. They don't see the ARMADA OF SHREDDED PHYSIQUES about to descend on every Krispy Kreme in America this weekend. Competition season is PEAKING. The post-show donut binge is not a suggestion; it's a biological and psychological IMPERATIVE.
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The Supply Chain is the Squeeze. Think about it. These aren't normal customers. These are 220lb monsters who just spent 16 weeks eating chicken and rice. They aren't buying one donut. They're clearing out entire inventories. One show with 50 competitors can wipe out a store's supply. This creates localized shortages, viral social media moments ("LOL my entire show cleaned out the Krispy Kreme"), and a brand aura that no marketing firm can buy.
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The Gym Boom is Their Customer Acquisition Cost. You think all those new gym memberships are just for lululemon? No. They're future bodybuilders. They're future competitors. They're future $DNUT customers. The fitness industry is literally growing their customer base for them. It's a beautiful, glazed symbiotic relationship.
The Bottom Line:
The fundamentals are simple: Depleted Glycogen Stores + Psychological Craving + Cultural Tradition = UNSTOPPABLE DEMAND.
The street is blind. They see a donut shop. I see the critical end-point of the entire fitness industrial complex.
$DNUT to $20 or I'll eat nothing but their donuts for a month.