Ladies and gentlemen, what you are about to read is either one of the most legendary trades in the entire history of r/wallstreebets, or a trade that is going to lose you money (this is probably the correct option).
Key facts that led me to this decision:
- Current P/E: 8.80.
- Debt: negligible.
- Margins and returns: all positive.
The price of $VITL has fallen by about 76% from its recent all-time highs due to the outbreak of avian flu in the US, but now that the situation has been brought under control, egg prices have dropped by 97% from their recent highs.
Source: Trading Economics, as of April 30, 2026
To be honest, I don't know how much lower egg prices can go, and $VITL is a premium brand, but my Wall Street predator instinct tells me that even Warren Buffett thinks it's undervalued, given that oil prices are through the roof and inflation keeps rising.
Looking at the chart, and without wanting to brag about my 19-year-old handwriting, I’d say a consolidation is taking shape that will reverse the trend of recent months, because obviously American millionaires aren’t going to stop buying premium eggs no matter how much inflation rises, right?
I think the shorts have had their fun here, and I'd say it's time for the bulls to stop messing around with chips, AI and all that nonsense and really step up to the plate.
Leaders and farmers in several European countries are already talking about food rationing because the fertilizer shortage is making it difficult to cultivate the land, a situation that was also reported a few days ago in the US, where it was announced that “70% of US farmers say they can't afford the fertilizer they need for this year's growing season” (according to Forbes).
In fact, on April 22, 2026, Palantir reached an agreement with the USDA to “safeguard the food supply,” and I'd say they made this decision knowing full well that there would be a shortage.
My only concern here is that chickens need to eat in order to lay eggs, but anyway, I'd say that the shortage will once again make eggs worth their weight in gold.
For heaven's sake, check out that chicken gang and the slogan on their own website: “keeping it bullsh*t free”... not even the Peaky Blinders pose that well.
Wish me luck, regards:
